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← SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HLTH & WELFARE TRST

Form 990 for tax year 2022

Filed by SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HLTH & WELFARE TRST.

Totals

Total revenue
$2,241,576
Total expenses
$2,362,808
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,198,047
Investment income
$28,231
Other revenue
$15,298
Total assets, end of year
$1,275,809
Total liabilities, end of year
$19,485
Net assets or fund balances, end of year
$1,256,324
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 $1,632,976 · related or exempt $1,632,976

  • 2b · Program service revenue: SCHOOL DISTRICT CONTRI

    total $500,000 · related or exempt $500,000

  • 2c · Program service revenue: CAFETERIA WORKERS DIAB

    total $63,957 · related or exempt $63,957

  • 2d · Program service revenue: PARTICIPANTS' COBRA

    total $1,114 · related or exempt $1,114

  • 3 · Investment income

    total $29,344 · excluded $29,344

  • 7a · Gross sales of assets other than inventory

    securities $518,115

  • 7b · Less cost or other basis and sales expenses

    securities $519,228

  • 7c · Gain or loss

    securities -$1,113

  • 7d · Net gain or loss

    total -$1,113 · excluded -$1,113

  • 11a · Other revenue: OTHER INCOME

    total $15,298 · related or exempt $15,298

  • 11e · Other revenue, total

    $15,298

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,066,814

  • 11b · Fees: legal

    total $35,533

  • 11c · Fees: accounting

    total $21,879

  • 11f · Fees: investment management

    total $5,161

  • 11g · Fees: other

    total $182,180

  • 13 · Office expenses

    total $7,890

  • 23 · Insurance

    total $4,703

  • 24a · Other expenses: HEALTH FAIR

    total $18,037

  • 24b · Other expenses: REIMBURSED OFFICE ADMIN

    total $15,600

  • 24c · Other expenses: PCORI FEES

    total $5,011

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $250,443 · end of year $149,328

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,927 · end of year $12,362

  • 11 · Investments: publicly traded securities

    beginning of year $1,009,580 · end of year $905,976

  • 12 · Investments: other securities

    beginning of year $7,700 · end of year $10,959

  • 15 · Other assets

    beginning of year $180,018 · end of year $197,184

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,259 · end of year $19,485

  • 19 · Deferred revenue

    beginning of year $75,732 · end of year $0

  • 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 $1,379,677 · end of year $1,256,324

Mission and programs · 2022

Mission

THE PLAN PROVIDES HEALTH BENEFITS TO ELIGIBLE MEMBERS OF THE 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 2022 return.

Listed in Part VII

  • Nicole Hunt

    UNION TRUSTEE

    Total calculated
    $164,582
    From this org
    $0
    From related orgs
    $62,728
    Other
    $101,854
    Hours/week
    2 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $62,728 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $82,668 related
    Nontaxable benefits
    $0 + $19,186 related
    Filer's total
    $0 + $164,582 related

  • Warren Heyman

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Susan Hancock

    MANAGEMENT TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    2

  • Lisa Norton

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Antionette Ford

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Marissa Quinn

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Marie Killian

    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. 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 January 2024
IRS schema version
2022v5.0
Source object
202430169349300283

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