LOCAL 464A EDUCATIONAL BENEFIT FUND

Address
245 PATERSON AVENUE
LITTLE FALLS, NJ 07424
Contact
Website: http://ufcw464a.org
Phone: +1 (973) 256-6790
Nonprofit
NTEE: B11 - Single Organization Support
EIN: 22-2230709

Mission

TO PROVIDE EDUCATIONAL SERVICES, SUCH AS WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS FOR APPROXIMATELY 11,836 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.
 20172016201520142013
Basic features of the organization
Year of formation1978
Subsection code05
PF filing required0    
Metropolitan statistical area5602
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$143,515.00$140,736.00$143,161.00$136,688.00$132,675.00
Number of employees11111
Number of people compensated >$100k11111
Number of volunteers00000
Number of highly compensated contractors00000
Personnel
Canella, Dewey
Title    TRUSTEE
Name of key/compensated person    DEWEY CANELLA
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Cannella, Dewey
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personDEWEY CANNELLADEWEY CANNELLADEWEY CANNELLADEWEY CANNELLA 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Dosenbach, Dan
TitleTRUSTEETRUSTEE   
Name of key/compensated personDAN DOSENBACHDAN DOSENBACH   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Durante, Matthew
TitleEMPLOYEEEMPLOYEEEMPLOYEEEMPLOYEEEMPLOYEE
Name of key/compensated personMATTHEW DURANTEMATTHEW DURANTEMATTHEW DURANTEMATTHEW DURANTEMATTHEW DURANTE
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$143,515.00$140,736.00$143,161.00$136,688.00$132,675.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Hanley, Frank
TitleALTERNATETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personFRANK HANLEY JRFRANK HANLEY JRFRANK HANLEY JRFRANK HANLEY JRFRANK HANLEY JR
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$599.00$599.00$599.00$599.00$599.00
Corresponding comp from related orgs
Reportable compensation from related orgs $377,515.00$396,110.00$402,702.00$385,399.00$374,906.00
JOHN NICCOLLAI III
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personJOHN NICCOLLAI IIIJOHN NICCOLLAI IIIJOHN NICCOLLAI IIIJOHN NICCOLLAI IIIJOHN NICCOLLAI III
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$599.00$599.00$599.00$599.00$599.00
Corresponding comp from related orgs
Reportable compensation from related orgs $265,514.00$253,225.00$257,578.00$245,913.00$238,784.00
JOHN T NICCOLLAI
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personJOHN T NICCOLLAIJOHN T NICCOLLAIJOHN T NICCOLLAIJOHN T NICCOLLAIJOHN T NICCOLLAI
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$599.00$599.00$599.00$599.00$599.00
Corresponding comp from related orgs
Reportable compensation from related orgs $608,847.00$589,439.00$598,914.00$573,299.00$557,795.00
Kinney, Derek
Title   TRUSTEETRUSTEE
Name of key/compensated person   DEREK KINNEYDEREK KINNEY
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Rando, Ramon
Title    TRUSTEE
Name of key/compensated person    RAMON RANDO
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $599.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $465,772.00
Schermer, Sheryl
Title  TRUSTEE  
Name of key/compensated person  SHERYL SCHERMER  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  1.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Spinella, Robert
TitleTRUSTEETRUSTEETRUSTEETRUSTEETRUSTEE
Name of key/compensated personROBERT SPINELLAROBERT SPINELLAROBERT SPINELLAROBERT SPINELLAROBERT SPINELLA
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Whalen, Richard
TitleTRUSTEETRUSTEETRUSTEETRUSTEE 
Name of key/compensated personRICHARD WHALENRICHARD WHALENRICHARD WHALENRICHARD WHALEN 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$599.00$599.00$599.00$599.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $397,833.00$382,758.00$389,067.00$343,931.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesEDUCATIONAL BENEFIT PROGRAMS INCLUDING WORKSHOPS, SEMINARS, LECTURES, TRAINING PROGRAMS, SCHOLARSHIPS AND PRE-RETIREMENT COUNSELING FOR ELIGIBLE MEMBERS.EDUCATIONAL BENEFIT PROGRAMS INCLUDING WORKSHOPS, SEMINARS, LECTURES, TRAINING PROGRAMS, SCHOLARSHIPS AND PRE-RETIREMENT COUNSELING FOR ELIGIBLE MEMBERS.EDUCATIONAL BENEFIT PROGRAMS INCLUDING WORKSHOPS, SEMINARS, LECTURES, TRAINING PROGRAMS, SCHOLARSHIPS AND PRE-RETIREMENT COUNSELING FOR ELIGIBLE MEMBERS.EDUCATIONAL BENEFIT PROGRAMS INCLUDING WORKSHOPS, SEMINARS, LECTURES, TRAINING PROGRAMS, SCHOLARSHIPS AND PRE-RETIREMENT COUNSELING FOR ELIGIBLE MEMBERS.EDUCATIONAL BENEFIT PROGRAMS INCLUDING WORKSHOPS, SEMINARS, LECTURES, TRAINING PROGRAMS, SCHOLARSHIPS AND PRE-RETIREMENT COUNSELING FOR ELIGIBLE MEMBERS.
Program service expenses, total$302,065.00$286,186.00$306,462.00$271,657.00$250,381.00
Programs, including revenue & expenses
EDUCATIONAL SERVICES PROVIDED INCLUDE WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS, SUCH AS DRUG AND ALCOHOL PREVENTION AND TREATMENT PROGRAMS. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE PARTICIPANTS. EDUCATIONAL SERVICES ARE PROVIDED TO APPROXIMATELY 11,836 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.
Program expenses$302,065.00$286,186.00$306,462.00$271,657.00$250,381.00
Program revenue$325,267.00$169,878.00$530,706.00$546,702.00$716,898.00
Program descriptionEDUCATIONAL SERVICES PROVIDED INCLUDE WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS, SUCH AS DRUG AND ALCOHOL PREVENTION AND TREATMENT PROGRAMS. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE PARTICIPANTS. EDUCATIONAL SERVICES ARE PROVIDED TO APPROXIMATELY 11,836 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.EDUCATIONAL SERVICES PROVIDED INCLUDE WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS, SUCH AS DRUG AND ALCOHOL PREVENTION AND TREATMENT PROGRAMS. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE PARTICIPANTS. EDUCATIONAL SERVICES ARE PROVIDED TO APPROXIMATELY 11,772 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.EDUCATIONAL SERVICES PROVIDED INCLUDE WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS, SUCH AS DRUG AND ALCOHOL PREVENTION AND TREATMENT PROGRAMS. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE PARTICIPANTS. EDUCATIONAL SERVICES ARE PROVIDED TO APPROXIMATELY 11,919 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.EDUCATIONAL SERVICES PROVIDED INCLUDE WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS, SUCH AS DRUG AND ALCOHOL PREVENTION AND TREATMENT PROGRAMS. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE PARTICIPANTS. EDUCATIONAL SERVICES ARE PROVIDED TO APPROXIMATELY 11,842 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.EDUCATIONAL SERVICES PROVIDED INCLUDE WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS, SUCH AS DRUG AND ALCOHOL PREVENTION AND TREATMENT PROGRAMS. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE PARTICIPANTS. EDUCATIONAL SERVICES ARE PROVIDED TO APPROXIMATELY 11,985 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.
Financial data
Revenue
Total revenue$325,267.00$169,878.00$530,706.00$546,702.00$716,898.00
Revenue from contributions (total)  $0.00$0.00$0.00
Investment income, current yr$137,226.00-$23,381.00$292,220.00$312,475.00$296,654.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$0.00$0.00$0.00$0.00$236,315.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$188,041.00$193,259.00$238,486.00$234,227.00$183,929.00
Gross receipts$2,441,550.00$2,699,463.00$2,647,760.00$2,438,803.00$2,500,931.00
Other types of revenue
Miscellaneous revenue (total)    $236,315.00
Income from dividends, interest, and similar investments$76,184.00$72,835.00$69,197.00$62,685.00$57,998.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$302,065.00$286,186.00$306,462.00$271,657.00$250,381.00
Fees for services
Legal fees (total)$7,487.00$7,200.00$7,000.00$6,000.00$6,000.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$5,079,783.00$4,412,985.00$4,274,549.00$4,219,302.00$3,791,776.00
Total assets, beginning of year$4,412,985.00$4,274,549.00$4,219,302.00$3,791,776.00$3,137,245.00
Total liabilities$4,188.00$6,198.00$6,106.00$6,879.00$5,914.00
Total liabilities, beginning of year$6,198.00$6,106.00$6,879.00$5,914.00$5,495.00
Net assets$5,075,595.00$4,406,787.00$4,268,443.00$4,212,423.00$3,785,862.00
Net assets, beginning of year$4,406,787.00$4,268,443.00$4,212,423.00$3,785,862.00$3,131,750.00
Other liabilities  $0.00$1,110.00 
Other assets$7,939.00$8,845.00$7,493.00$7,290.00$7,084.00
Investments: other securities$5,052,257.00$4,387,998.00$4,239,620.00$4,189,004.00$3,762,929.00
Cash: non-interest bearing$11,194.00$7,732.00$17,991.00$16,346.00$14,828.00
Cash: non-interest bearing, beginning of year$7,732.00$17,991.00$16,346.00$14,828.00$14,650.00
Other financial variables
Revenue less expenses$23,202.00-$116,308.00$224,244.00$275,045.00$466,517.00
Accounts receivable, net$7,695.00$7,465.00$8,107.00$5,841.00$5,832.00
Prepaid expenses & deferred charges$698.00$945.00$1,338.00$821.00$1,103.00
Accounts payable & accrued expenses$4,188.00$6,198.00$6,106.00$5,769.00$5,914.00
Total net assets or fund balances$5,075,595.00$4,406,787.00$4,268,443.00$4,212,423.00$3,785,862.00
Governance and accountability
Number of voting members67777
Number of independent voting members00000
Financial sheets auditedTrueTrueTrueTrueTrue
Relationships among key personnelTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2017-01-012016-01-012015-01-012014-01-012013-01-01
Tax year end date2017-12-012016-12-012015-12-012014-12-012013-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-07-262017-09-202016-09-162015-08-112014-10-10
IRS schema version2017v2.22016v3.02015v2.12014v5.02013v3.0
Filing identifier201821349349304942201741329349303974201611339349300901201541349349304199201411339349302611
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