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SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HLTH & WELFARE TRST: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HLTH & WELFARE TRST (EIN 23-2788903)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-04-25
IRS object ID
202241159349301049
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-25T13:32:27-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232788903EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHOOL CAFETERIA EMPLOYEES UNITE HEREBusinessNameLine1Txt
Business Name Line2LOCAL 634 HEALTH & WELFARE TRUST FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSCHOBusinessNameControlTxt
Phone8332289212PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1911 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNICOLE HUNTPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone2154400245PhoneNum
Signature2022-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNICOLEPersonFirstNm
Person LastHUNTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2022-04-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNICOLE HUNTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11415 N BROAD ST STE 219AddressLine1Txt
CityPHILACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19122ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,950,950GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1970FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,882,584PYProgramServiceRevenueAmt
CY Program Service Revenue$1,922,163CYProgramServiceRevenueAmt
PY Investment Income$46,725PYInvestmentIncomeAmt
CY Investment Income$77,238CYInvestmentIncomeAmt
PY Other Revenue$12PYOtherRevenueAmt
CY Other Revenue$10,000CYOtherRevenueAmt
PY Total Revenue$1,929,321PYTotalRevenueAmt
CY Total Revenue$2,009,401CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$1,663,867PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,065,808CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$312,522PYOtherExpensesAmt
CY Other Expenses$281,257CYOtherExpensesAmt
PY Total Expenses$1,976,389PYTotalExpensesAmt
CY Total Expenses$2,347,065CYTotalExpensesAmt
PY Revenues Less Expenses-$47,068PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$337,664CYRevenuesLessExpensesAmt
Total Assets BOY$2,006,619TotalAssetsBOYAmt
Total Assets EOY$1,709,291TotalAssetsEOYAmt
Total Liabilities BOY$15,535TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,449TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,991,084NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,695,842NetAssetsOrFundBalancesEOYAmt
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, VISION, PRESCRIPTION, DENTAL, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document82IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FUND OFFICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8332289212PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1911 RIDGEBROOK ROADAddressLine1Txt
CitySPARKSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21152ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
WAYNE T GRASELA
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
NICOLE HUNT
UNION TRUSTEE2.00Yes (X)$0$48,481$010.00
WARREN HEYMAN
UNION TRUSTEE2.00Yes (X)$0$0$0
SUSAN HANCOCK
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
LISA NORTON
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
ANTIONETTE FORD
UNION TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$48,481TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NATIONAL VISION ADMINISTRATORS
1200 US-46CLIFTONNJ07013VISION BENEFITS$1,491,349
LOUIS P MATTUCCI & ASSOCIATES
1037 MILLCREEK DR FRONT BFESTERVILLEPA190537371DENTAL BENEFITS$206,425
VISION BENEFITS OF AMERICA
400 LYDIA STREET SUITE 300CARNEGIEPA15106VISION BENEFITS$121,685
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$1,847,094$1,847,094
CAFETERIA WORKERS DIABETIC PRESCR525100$71,112$71,112
PARTICIPANTS' COBRA525100$3,957$3,957
FieldValueIRS element (for citing)
Total Program Service Revenue$1,922,163TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,696TotalRevenueColumnAmt
Exclusion$17,696ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,001,091SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$941,549SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$59,542SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,542TotalRevenueColumnAmt
Exclusion$59,542ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSETTLEMENTDesc
Business900099BusinessCd
Total Revenue Column$10,000TotalRevenueColumnAmt
Related Or Exempt Func Income$10,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$10,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,009,401TotalRevenueColumnAmt
Related Or Exempt Func Income$1,932,163RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$77,238ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,065,808TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,932TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,433TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,235TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$191,692TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,954TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,425TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
REIMBURSED OFFICE ADMIN$25,500
PCORI FEES$5,978
OTHER$108

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,347,065TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$665,043BOYAmt
EOY$632,102EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$50,736BOYAmt
EOY$9,957EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,144,922BOYAmt
EOY$974,726EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$9,039EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$145,918BOYAmt
EOY$83,467EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,006,619BOYAmt
EOY$1,709,291EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,535BOYAmt
EOY$13,449EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,535BOYAmt
EOY$13,449EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,991,084BOYAmt
EOY$1,695,842EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,991,084BOYAmt
EOY$1,695,842EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,006,619BOYAmt
EOY$1,709,291EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$337,664ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$42,422NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,042,588TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$42,422NetUnrealizedGainsInvstAmt
Revenue Not Reported$42,422RevenueNotReportedAmt
Revenue Subtotal$2,000,166RevenueSubtotalAmt
Investment Expenses Not Incld$9,235InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$9,235RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,009,401TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,337,830TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,337,830ExpensesSubtotalAmt
Investment Expenses Not Incld2$9,235InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$9,235ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,347,065TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U. S; FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BSCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HEALTH & WELFARE TRUST FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE FORM IS FORWARDED TO THE FUND ADMINISTRATOR FOR REVIEW AND IS THEN PRESENTED TO THE TRUSTEES FOR REVEIW AND SIGNATURE.
FORM 990, PART VI, SECTION C, LINE 19SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HEALTH & WELFARE TRUST FUND'S MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
CAFETERIA WORKERS UNITE HERE LOCAL 634 SCHOLARSHIP TRUST FUND
1415 N BROAD ST SUITE 219PHILAPA19122233003236SCHOLARSHIP FUNDPA501(C)(3)509(A)(2)0
SCHOOL DISTRICT OF PHILADELPHIA
440 NORTH BROAD STREETPHILAPA19103EDUCATIONALPA0
SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 LEGAL SVCS FD
1415 N BROAD ST SUITE 219PHILAPA19122236699959LEGAL FUNDPA501(C)(9)0
SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634
1415 N BROAD ST SUITE 219PHILAPA19122231856035LABOR UNIONPA501(C)(5)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634BusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$26,400InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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