Form 990 for tax year 2024
Filed by SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HLTH & WELFARE TRST.
Totals
- Total revenue
- $3,181,536
- Total expenses
- $2,614,342
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,137,227
- Investment income
- $44,309
- Other revenue
- $0
- Total assets, end of year
- $2,433,984
- Total liabilities, end of year
- $14,229
- Net assets or fund balances, end of year
- $2,419,755
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $3,133,791 · related or exempt $3,133,791
-
2b · Program service revenue: PARTICIPANTS' COBRA
total $3,415 · related or exempt $3,415
-
2c · Program service revenue: REIMBURSEMENTS
total $21 · related or exempt $21
-
3 · Investment income
total $36,368 · excluded $36,368
-
7a · Gross sales of assets other than inventory
securities $296,043
-
7b · Less cost or other basis and sales expenses
securities $288,102
-
7c · Gain or loss
securities $7,941
-
7d · Net gain or loss
total $7,941 · excluded $7,941
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $2,274,422
-
11b · Fees: legal
total $22,651
-
11c · Fees: accounting
total $22,286
-
11f · Fees: investment management
total $5,420
-
11g · Fees: other
total $218,648
-
13 · Office expenses
total $14,620
-
23 · Insurance
total $4,695
-
24a · Other expenses: REIMBURSED OFFICE ADMIN
total $46,500
-
24b · Other expenses: PCORI FEES
total $5,100
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $571,034 · end of year $1,050,892
-
9 · Prepaid expenses and deferred charges
beginning of year $4,750 · end of year $18,444
-
11 · Investments: publicly traded securities
beginning of year $934,384 · end of year $991,227
-
15 · Other assets
beginning of year $295,888 · end of year $373,421
-
17 · Accounts payable and accrued expenses
beginning of year $29,090 · end of year $14,229
-
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 $1,776,966 · end of year $2,419,755
Mission and programs · 2024
Mission
THE PLAN PROVIDES HEALTH BENEFITS TO ELIGIBLE MEMBERS OF SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL NO. 634 (THE LOCAL), WHICH REPRESENTS MEMBERS EMPLOYED BY THE PHILADELPHIA AREA SCHOOL DISTRICT.
-
THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, VISION, PRESCRIPTION, DENTAL, AND DEATH BENEFITS, TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
As filed on the 2024 return.
Listed in Part VII
-
Nicole HuntNICOLE HUNT
UNION TRUSTEE
- Total calculated
- $94,919
- From this org
- $0
- From related orgs
- $69,577
- Other
- $25,342
- Hours/week
- 2 + 10 related
-
Antionette FordANTIONETTE FORD
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Warren HeymanWARREN HEYMAN
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lisa NortonLISA NORTON
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marie KillianMARIE KILLIAN
MANAGEMENT TRUSTEE (P)
- Total calculated
- $0
- Hours/week
- 2
-
Joel MadridJOEL MADRID
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marissa QuinnMARISSA QUINN
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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.
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.
-
CAFETERIA WORKERS UNITE HERE LOCAL 634 SCHOLARSHIP TRUST FUND
501(C)(3) · SCHOLARSHIP FUND · PA
-
SCHOOL DISTRICT OF PHILADELPHIA
EDUCATIONAL · PA
-
SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 LEGAL SVCS FD
501(C)(9) · LEGAL FUND · PA
-
SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634
501(C)(5) · LABOR UNION · PA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 9 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630409349301703
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.