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

Form 990 for tax year 2023

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

Totals

Total revenue
$3,106,045
Total expenses
$2,641,342
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,064,689
Investment income
$41,356
Other revenue
$0
Total assets, end of year
$1,806,056
Total liabilities, end of year
$29,090
Net assets or fund balances, end of year
$1,776,966
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 $2,808,666 · related or exempt $2,808,666

  • 2b · Program service revenue: SCHOOL DISTRICT CONTRI

    total $250,000 · related or exempt $250,000

  • 2c · Program service revenue: PARTICIPANTS' COBRA

    total $3,399 · related or exempt $3,399

  • 2d · Program service revenue: CLASS ACTION SETTLEMEN

    total $2,624 · related or exempt $2,624

  • 3 · Investment income

    total $33,238 · excluded $33,238

  • 7a · Gross sales of assets other than inventory

    securities $454,699

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

    securities $446,581

  • 7c · Gain or loss

    securities $8,118

  • 7d · Net gain or loss

    total $8,118 · excluded $8,118

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,327,662

  • 11b · Fees: legal

    total $20,410

  • 11c · Fees: accounting

    total $22,553

  • 11f · Fees: investment management

    total $4,967

  • 11g · Fees: other

    total $209,091

  • 13 · Office expenses

    total $6,773

  • 23 · Insurance

    total $4,695

  • 24a · Other expenses: REIMBURSED OFFICE ADMIN

    total $40,400

  • 24b · Other expenses: PCORI FEES

    total $4,791

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $149,328 · end of year $571,034

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,362 · end of year $4,750

  • 11 · Investments: publicly traded securities

    beginning of year $905,976 · end of year $934,384

  • 12 · Investments: other securities

    beginning of year $10,959

  • 15 · Other assets

    beginning of year $197,184 · end of year $295,888

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,485 · end of year $29,090

  • 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 $1,256,324 · end of year $1,776,966

Mission and programs · 2023

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 2023 return.

Listed in Part VII

  • Nicole Hunt

    UNION TRUSTEE

    Total calculated
    $102,112
    From this org
    $0
    From related orgs
    $68,184
    Other
    $33,928
    Hours/week
    2 + 10 related

  • Warren Heyman

    UNION TRUSTEE

    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.

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
2023
Filed
16 January 2025
IRS schema version
2023v6.0
Source object
202530169349301373

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