SCHOOL CAFETERIA EMPLOYEES UNITE HERE LOCAL 634 HEALTH & WELFARE TRUST FUND

Address
400 FRANKLIN AVENUE No 135
PHOENIXVILLE, PA 19460
Contact
Phone: +1 (215) 483-6000
Nonprofit
NTEE: B119 - Education
EIN: 23-2788903

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.
 20172016201520142013
Basic features of the organization
Year of formation1970
Subsection code09
PF filing required0    
Metropolitan statistical area6162
Form of organization
AssociationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors0000 
Personnel
Brandon, Cheryl
Title UNION TRUSTEE (P)UNION TRUSTEEUNION TRUSTEEUNION TRUSTEE
Name of key/compensated person CHERYL BRANDONCHERYL BRANDONCHERYL BRANDONCHERYL BRANDON
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 2.002.002.002.00
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
Gilbert, Susan
Titlemanagement TRUSTEEmanagement TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEE
Name of key/compensated personSUSAN C GILBERTSUSAN C GILBERTSUSAN C GILBERTSUSAN C GILBERTSUSAN C GILBERT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
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
Grasela, Wayne
Titlemanagement TRUSTEEmanagement TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEEMANAGEMENT TRUSTEE
Name of key/compensated personwayne t graselawayne t graselaWAYNE T GRASELAWAYNE T GRASELAWAYNE T GRASELA
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
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
Heyman, Warren
TitleUNION TRUSTEEUNION TRUSTEE   
Name of key/compensated personWARREN HEYMANWARREN HEYMAN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
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   
Hunt, Nicole
TitleUNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEE
Name of key/compensated personNICOLE HUNTNICOLE HUNTNICOLE HUNTNICOLE HUNTNICOLE HUNT
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org2.002.002.002.002.00
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 $25,337.00$0.00$21,125.00$21,459.00$0.00
Mullins, Michael
TitleUNION TRUSTEE (P)UNION TRUSTEEUNION TRUSTEE  
Name of key/compensated personMichael MullinsMichael MullinsMICHAEL MULLINS  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Robinson, Shirley
Title    UNION TRUSTEE (P)
Name of key/compensated person    SHIRLEY ROBINSON
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
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
Royal, Michael
TitleUNION TRUSTEE    
Name of key/compensated personMICHaeL ROYAL    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
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    
Purpose: mission, activities, & accomplishments
Mission or significant activitiesThe 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 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 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 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 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.
Programs, including revenue & expenses
THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, VISION, PRESCRIPTION, DENTAL, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
Program descriptionTHE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, VISION, PRESCRIPTION, DENTAL, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, VISION, PRESCRIPTION, DENTAL, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, VISION, PRESCRIPTION, DENTAL, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, VISION, PRESCRIPTION, DENTAL, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.THE FUND PROVIDES BENEFITS, INCLUDING MEDICAL, VISION, PRESCRIPTION, DENTAL, AND DEATH BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
Financial data
Revenue
Total revenue$251,878.00$172,782.00$1,499,399.00$1,679,313.00$1,805,341.00
Revenue from contributions (total)  $0.00$0.00$0.00
Investment income, current yr$240,087.00$154,070.00$165,795.00$128,502.00$179,155.00
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$250.00$8,460.00$3,917.00$5,720.00$36.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$11,541.00$10,252.00$1,329,687.00$1,545,091.00$1,626,150.00
Gross receipts$2,427,019.00$1,158,993.00$2,975,524.00$3,025,355.00$2,974,639.00
Other types of revenue
Miscellaneous revenue (total)$250.00$8,460.00$3,917.00$5,720.00$36.00
Income from dividends, interest, and similar investments$62,263.00$103,054.00$114,736.00$61,757.00$132,121.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$2,331,949.00$2,019,128.00$1,804,523.00$1,646,699.00$1,622,569.00
Fees for services
Legal fees (total)$21,305.00$24,249.00$23,788.00$18,038.00$22,245.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$14,527.00$23,728.00$26,331.00$30,766.00$26,709.00
Assets and liabilities
Total assets$2,370,832.00$4,570,244.00$6,387,355.00$6,815,326.00$6,654,876.00
Total assets, beginning of year$4,570,244.00$6,387,355.00$6,815,326.00$6,654,876.00$6,486,801.00
Total liabilities$29,430.00$20,586.00$22,615.00$10,540.00$5,155.00
Total liabilities, beginning of year$20,586.00$22,615.00$10,540.00$5,155.00$11,634.00
Net assets$2,341,402.00$4,549,658.00$6,364,740.00$6,804,786.00$6,649,721.00
Net assets, beginning of year$4,549,658.00$6,364,740.00$6,804,786.00$6,649,721.00$6,475,167.00
Other assets$6,435.00$15,325.00$18,084.00$21,770.00$84,371.00
Investments: publicly traded securities$1,979,530.00$4,245,811.00$5,150,791.00$5,307,665.00$5,414,447.00
Other financial variables
Revenue less expenses-$2,080,071.00-$1,846,346.00-$305,124.00$32,614.00$182,772.00
Savings & temp cash investment$377,701.00$303,626.00$1,213,058.00$1,475,073.00$1,151,587.00
Accounts receivable, net   $0.00$47.00
Prepaid expenses & deferred charges$7,166.00$5,482.00$5,422.00$10,818.00$4,424.00
Accounts payable & accrued expenses$29,430.00$20,586.00$22,615.00$10,540.00$5,155.00
Total net assets or fund balances$2,341,402.00$4,549,658.00$6,364,740.00$6,804,786.00$6,649,721.00
Governance and accountability
Number of voting members55544
Number of independent voting members55434
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-09-012015-09-012014-09-012013-09-012012-09-01
Tax year end date2017-08-012016-08-012015-08-012014-08-012013-08-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Address change   True 
Date e-filing submitted2018-03-272017-08-102016-07-262015-05-182014-04-07
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.1
Filing identifier201810489349300101201730709349300303201640789349300604201510869349300011201440859349300814
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