Form 990 for tax year 2023
Filed by SERVICE WORKERS TRAINING AND EDUCATION PARTNERSHIP.
Totals
- Total revenue
- $1,143,376
- Total expenses
- $991,298
- Contributions and grants received
- $298,664
- Grants paid
- $0
- Program service revenue
- $667,861
- Investment income
- $155,719
- Other revenue
- $21,132
- Total assets, end of year
- $4,833,856
- Total liabilities, end of year
- $941,739
- Net assets or fund balances, end of year
- $3,892,117
- Program services expenses (Part IX)
- $991,298
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $991,298
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$298,664
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $667,861 · related or exempt $667,861
-
3 · Investment income
total $116,432 · excluded $116,432
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $281,550
-
7b · Less cost or other basis and sales expenses
securities $242,263
-
7c · Gain or loss
securities $39,287
-
7d · Net gain or loss
total $39,287 · excluded $39,287
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $21,132 · related or exempt $21,132
-
11e · Other revenue, total
$21,132
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $355,948 · program services $355,948
-
5 · Compensation of officers, directors and key employees
total $0 · program services $0 · management and general $0 · fundraising $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $242,925 · program services $242,925
-
8 · Pension plan contributions
total $4,822 · program services $4,822
-
9 · Other employee benefits
total $21,988 · program services $21,988
-
10 · Payroll taxes
total $14,803 · program services $14,803
-
11a · Fees: management
total $31,544 · program services $31,544
-
11b · Fees: legal
total $42,162 · program services $42,162
-
11c · Fees: accounting
total $43,254 · program services $43,254
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $1,550 · program services $1,550
-
11g · Fees: other
total $39,051 · program services $39,051
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $44,654 · program services $44,654
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $75,037 · program services $75,037
-
17 · Travel
total $4,800 · program services $4,800
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $39,220 · program services $39,220
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $19,735 · program services $19,735
-
24a · Other expenses: BANK FEES
total $9,805 · program services $9,805
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $577,999 · end of year $1,129,518
-
2 · Savings and temporary cash investments
beginning of year $408,905 · end of year $427,002
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $276,001 · end of year $209,386
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $8,982 · end of year $22,106
-
10a · Land, buildings and equipment: cost or other basis
$5,835
-
10b · Land, buildings and equipment: accumulated depreciation
$5,835
-
11 · Investments: publicly traded securities
beginning of year $2,415,672 · end of year $2,729,468
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $1,300 · end of year $316,376
-
17 · Accounts payable and accrued expenses
beginning of year $47,664 · end of year $69,335
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $64,802 · end of year $872,404
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $3,576,393 · end of year $3,892,117
Mission and programs · 2023
Mission
PROVIDES 1) EDUCATION AND TRAINING TO APPRENTICES, ALLOWING THEM TO ACQUIRE THE NECESSARY SKILLS TO EXECUTE THEIR EMPLOYEMENT DUTIES AND 2) SCHOLARSHIP OPPORTUNITIES TO ELIGIBLE DEPENDENTS.
Activities or mission (Part I)
PURSUANT TO COLLECTIVELY BARGAINED AGREEMENTS THE PLAN PROVIDES EDUCATION AND TRAINING TO APPARENTICES, ALLOWING THEM TO ACQUIRE THE NECESSARY SKILLS TO EXECUTE THEIR
-
THE FUND PROVIDES VARIOUS TRAINING AND SCHOLARSHIP BENEFITS AS NEGOTIATED UNDER COLLECTIVE BARGAINING AGREEMENTS.
Expenses $991,298 · Revenue $688,993
As filed on the 2023 return.
Listed in Part VII
-
Amelia KalantAMELIA KALANT
EXECUTIVE DIRECTOR
- Total calculated
- $96,807
- From this org
- $76,443
- From related orgs
- $0
- Other
- $20,364
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $76,443
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $20,364
- Filer's total
- $96,807
-
Charles HendricksCHARLES HENDRICKS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Harold Taegel
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ashleigh CiullaASHLEIGH CIULLA
TRUSTEE - 5/5 TO 12/31/2023
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Scott HochfelderSCOTT HOCHFELDER
TRUSTEE - 1/1 - 5/4/2023
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marlene Patrick-Cooper
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Margaret SharpMARGARET SHARP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Oliver Zeidler
trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- SCHEDULE J, PART II
- The Executive Director is paid directly by the UniteHERE International Union. Compensation includes salary as well as life and other health benefits. The STEP Fund reimburses UniteHERE for the Executive Director's salary and benefits expenses on a monthly basis.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Food and Beverage Workers Union 23 & Emp
401(A) · Pension Plan · MD
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ABM PARKING
Contrib. ER · VA
-
ARAMARK
Contrib. ER · DC
-
COMPASS
Contrib. ER · DC
-
DENISON PARKING
Contrib. ER · IN
-
ENCORE HOSPITALITY SERVICES
Contrib. ER · IL
-
EPARK OF DC
Contrib. ER · DC
-
GUEST SERVICES INC
Contrib. ER · VA
-
IL CREATIONS
Contrib. ER · MD
-
KENNEDY CENTER PARKING
Contrib. ER · DC
-
LEVY
Contrib. ER · IL
-
METZ CULINARY MANAGEMENT INC
Contrib. ER · PA
-
OTG DCA VENTURE II LLC
Contrib. ER · VA
-
PARADIES LAGARDERE
Contrib. ER · GA
-
SODEXO
Contrib. ER · NY
-
STANDARD PARKING
Contrib. ER · IL
-
TRADE CENTER MANAGEMENT ASSOCIATES
Contrib. ER · DC
-
YARZIN-SELLA
Contrib. ER · VA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433179349307968
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