Civic Intelligence

Unite Here Local 274 Scholarship Fund

990 • Fiscal year 2023 • EIN 45-4351353

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 14, 2024

Organization ProfileN/A

View Organization Page

1415 North Broad Street 219Philadelphia, PA 19122

(215) 232-3145

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

70th percentile

15%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

54%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$648,671

Up $83,341 (+15%) from 2022

Net Assets

Up

$648,671

Up $83,341 (+15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin67th percentile

Revenue

Up

$585,037

Up $205,728 (+54%) from 2022

Expenses

Up

$501,696

Up $153,842 (+44%) from 2022

Net Income

Up

$83,341

Up $51,886 (+165%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$800K$600K$400K$200K$0Assets 2014: $11,211Liabilities 2014: $0Net Assets 2014: $11,2112014Assets 2015: $21,716Liabilities 2015: $0Net Assets 2015: $21,7162015Assets 2016: $24,646Liabilities 2016: $0Net Assets 2016: $24,6462016Assets 2017: $70,504Liabilities 2017: $0Net Assets 2017: $70,5042017Assets 2018: $96,339Liabilities 2018: $0Net Assets 2018: $96,3392018Assets 2019: $141,947Liabilities 2019: $0Net Assets 2019: $141,9472019Assets 2020: $159,749Liabilities 2020: $0Net Assets 2020: $159,7492020Assets 2021: $533,875Liabilities 2021: $0Net Assets 2021: $533,8752021Assets 2022: $565,330Liabilities 2022: $0Net Assets 2022: $565,3302022Assets 2023: $648,671Liabilities 2023: $0Net Assets 2023: $648,6712023Assets 2024: $727,163Liabilities 2024: $679Net Assets 2024: $726,4842024

Highlighted filing

2023

Assets$648,671
Liabilities$0
Net Assets$648,671
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$600K$400K$200K$0Revenue 2014: $11,279Expenses 2014: $68Net Income 2014: $11,2112014Revenue 2015: $30,118Expenses 2015: $19,613Net Income 2015: $10,5052015Revenue 2016: $26,270Expenses 2016: $23,340Net Income 2016: $2,9302016Revenue 2017: $53,639Expenses 2017: $7,781Net Income 2017: $45,8582017Revenue 2018: $49,361Expenses 2018: $23,526Net Income 2018: $25,8352018Revenue 2019: $68,385Expenses 2019: $22,777Net Income 2019: $45,6082019Revenue 2020: $26,854Expenses 2020: $9,052Net Income 2020: $17,8022020Revenue 2021: $398,130Expenses 2021: $24,004Net Income 2021: $374,1262021Revenue 2022: $379,309Expenses 2022: $347,854Net Income 2022: $31,4552022Revenue 2023: $585,037Expenses 2023: $501,696Net Income 2023: $83,3412023Revenue 2024: $281,344Expenses 2024: $203,531Net Income 2024: $77,8132024

Highlighted filing

2023

Revenue$585,037
Expenses$501,696
Net Income$83,341
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$585,037
Mission and Program Overview

Mission

The organization was formed to provide scholarships to beneficiaries of participating members of unite here local 274.

To provide scholarships to eligible dependents of participating union members and to provide training for eligible members to allow them to be employed by various contributing employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$565,330$648,671▲ $83,341
Cash and Non-Interest-Bearing Accounts$565,330$643,029▲ $77,699
Prepaid Expenses and Deferred Charges-$5,642-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$565,330$648,671▲ $83,341
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$565,330$648,671▲ $83,341
Total Liabilities and Net Assets / Fund Balance$565,330$648,671▲ $83,341
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Andrew HarrisTrustee
Jo Ann BongartTrustee
Katharine CristianiTrustee
Michael BennettTrustee
Michael MullinsTrustee
Rosslyn WuchinichTrustee
Roxie HerbekianTrustee
Tracy LingoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$585,037
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$83,341

Audited Revenue Reconciliation

Revenue per Audited Statements
$585,037
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$585,037
Total Revenue per Form 990
$585,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,134
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$450,562--$450,562
Fees for Services Management-$22,881-$22,881
Fees for Services Legal-$19,467-$19,467
Fees for Services Accounting-$4,500-$4,500
Insurance-$3,975-$3,975
Office Expenses-$311-$311
Total Functional Expenses$450,562$51,134$0$501,696

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$501,696
Total Expenses per Audited Statements$501,696
Total Expenses per Form 990$501,696
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The independent accountant prepares the form 990 and presents it to the board of trustees for review prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents and tax filings are available for inspection upon request at the office of the third party administrator.”

Filing and Contact Details

Filer

Filer Name
Unite Here Mid Atlantic Training and
EIN
45-4351353
Phone
2152323145
Address
1415 NORTH BROAD STREET 219, PHILADELPHIA, PA 19122

Signing Officer

Name
Michael Mullins
Title
Trustee
Phone
2152323145
Signed
2024-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mullins
Formed
2013
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Alan Ross & Company Pc
Address
10 HEARTHSTONE COURT SUITE 100, READING, PA 19606
Preparer
Alan D Ross CPA
Phone
6107799555
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting 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 he organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan and has concluded as of december 31, 2023 there are no uncertain tax positions taken on expected to be taken that would require recognition of a liability or a disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix341 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.

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IRS990/BooksInCareOfDetail/PhoneNum02152323145
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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 HE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED AS OF DECEMBER 31, 2023 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN ON EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR A DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INDEPENDENT ACCOUNTANT PREPARES THE FORM 990 AND PRESENTS IT TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND TAX FILINGS ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0565330
IRS990/TotalAssetsEOYAmt0648671
IRS990/TotalAssetsGrp/BOYAmt0565330
IRS990/TotalAssetsGrp/EOYAmt0648671
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051134
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0450562
IRS990/TotalFunctionalExpensesGrp/TotalAmt0501696
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0565330
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0648671
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0450562
IRS990/TotalProgramServiceRevenueAmt0585037
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0585037
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0585037
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0565330
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0648671
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01415 NORTH BROAD STREET
IRS990/USAddress/CityNm0PHILADLPHIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019122
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MULLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02152323145
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITE HERE MID ATLANTIC TRAINING AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0454351353
ReturnHeader/Filer/PhoneNum02152323145
ReturnHeader/Filer/USAddress/AddressLine1Txt01415 NORTH BROAD STREET 219
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205367494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 HEARTHSTONE COURT SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019606
ReturnHeader/PreparerPersonGrp/PhoneNum06107799555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN D ROSS CPA
ReturnHeader/ReturnTs02024-10-15T11:31:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$648,671
Liabilities
$0
Net assets
$648,671
Revenue
$585,037
Expenses
$501,696
Net income
$83,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.01$7.26$2.81$2.04$0.78
2023Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$5.85$5.02$0.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.65$3.79$3.48$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$3.98$0.24$3.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.27$0.09$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.68$0.23$0.46
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.49$0.24$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.54$0.08$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.26$0.23$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.30$0.20$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.11$0.00$0.11