Civic Intelligence

Cafeteria Workers Unite Here Local 634 Scholarship Trust Fund

990EZ • Fiscal year 2015 • EIN 23-3003236

Sep 01, 2014 to Aug 31, 2015 • Filed on May 11, 2016

Organization ProfileN/A
421 N 7th Street No 611Philadelphia, PA 19123

(215) 765-2781

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$47,485

Down $291 (-0.6%) from 2014

Net Assets

Down

$47,485

Down $291 (-0.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin11th percentile

Revenue

$879

No earlier filing loaded for comparison.

Expenses

Up

$1,170

Up $292 (+33%) from 2014

Net Income

-$291

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $50,970Net Assets 2011: $50,9702011Assets 2012: $49,825Liabilities 2012: $0Net Assets 2012: $49,8252012Assets 2013: $48,654Liabilities 2013: $0Net Assets 2013: $48,6542013Assets 2014: $47,776Liabilities 2014: $0Net Assets 2014: $47,7762014Assets 2015: $47,485Liabilities 2015: $0Net Assets 2015: $47,4852015

Highlighted filing

2015

Assets$47,485
Liabilities$0
Net Assets$47,485
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $50,000Expenses 2011: $450Net Income 2011: $49,5502011Revenue 2012: $0Expenses 2012: $1,145Net Income 2012: -$1,1452012Expenses 2013: $1,1712013Expenses 2014: $8782014Revenue 2015: $879Expenses 2015: $1,170Net Income 2015: -$2912015

Highlighted filing

2015

Revenue$879
Expenses$1,170
Net Income-$291
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
May 11, 2016
Return Version
2014v6.0
Gross Receipts
$879
Mission and Program Overview

Mission

Providing financial assistance to members and their dependent children who demonstrated character and qualities of leadership who might not otherwise be able to afford a college education.

Program Services

DescriptionGrantsExpenses
SEE STATEMENT TWO$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN GILBERTManagement Trustee-$0--
NICOLE HUNTUnion Trustee-$0--
CHERYL BRANDONUnion Trustee-$0--
MICHAEL MULLINSUnion Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Cafeteria Workers Unite Here Local
EIN
23-3003236
Phone
2157652781
Address
421 N 7TH STREET NO 611, PHILADELPHIA, PA 19123

Signing Officer

Name
Susan Gilbert
Title
Management Trustee
Phone
2157652781
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 879.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarships. Grantee name: 1 individual. Grantee relationship: members' children. Date of gift: 06/25/15. Amount given: 1,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bond payment reimbursement to unite here local 634. Amount: 170.”

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum02157652781
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0421 N 7TH STREET STE 611
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047485
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-291
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047485
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt0879
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0879
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047485
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047485
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE HUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERYL BRANDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL MULLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MANAGEMENT TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3UNION TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0170
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING FINANCIAL ASSISTANCE TO MEMBERS AND THEIR DEPENDENT CHILDREN WHO DEMONSTRATED CHARACTER AND QUALITIES OF LEADERSHIP WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE STATEMENT TWO
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01170
IRS990EZ/TotalRevenueAmt0879
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231856035
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SCHOOL CAFETERIA EMPLOYEES LOCAL 634
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 879.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: 1 INDIVIDUAL. GRANTEE RELATIONSHIP: MEMBERS' CHILDREN. DATE OF GIFT: 06/25/15. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BOND PAYMENT REIMBURSEMENT TO UNITE HERE LOCAL 634. AMOUNT: 170.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGEMENT TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02157652781
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAFETERIA WORKERS UNITE HERE LOCAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0634 SCHOLARSHIP TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0CAFE
ReturnHeader/Filer/EIN0233003236
ReturnHeader/Filer/PhoneNum02157652781
ReturnHeader/Filer/USAddress/AddressLine1Txt0421 N 7TH STREET NO 611
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019123
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PRESIDENTIAL BLVD SUITE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02016-05-11T14:29:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,485
Liabilities
$0
Net assets
$47,485
Revenue
$879
Expenses
$1,170
Net income
-$291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$0.88$1.17$0.29
2014Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$0.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.7$0.00$48.7$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.8$0.00$49.8$0.00$1.15$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$51.0$50.0$0.45$49.6