Civic Intelligence

Unite Here Local 54 Training & Education Trust Fund

990EZ • Fiscal year 2020 • EIN 83-4249700

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

1014 Atlantic AveAtlantic City, NJ 08401

(609) 344-5400

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.15x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Net Margin

64th percentile

17%

Higher net margin than 64% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Asset Growth

71st percentile

22%

Faster asset growth than 71% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-43%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$173,285

Up $31,266 (+22%) from 2019

Net Assets

Up

$146,608

Up $20,524 (+16%) from 2019

Liabilities

Up

$26,677

Up $10,742 (+67%) from 2019

Revenue

Down

$123,320

Down $93,636 (-43%) from 2019

Expenses

Up

$102,796

Up $11,924 (+13%) from 2019

Net Income

Down

$20,524

Down $105,560 (-84%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2019: $142,019Liabilities 2019: $15,935Net Assets 2019: $126,0842019Assets 2020: $173,285Liabilities 2020: $26,677Net Assets 2020: $146,6082020Assets 2021: $287,174Liabilities 2021: $18,196Net Assets 2021: $268,9782021Assets 2022: $463,666Liabilities 2022: $18,010Net Assets 2022: $445,6562022Assets 2023: $682,037Liabilities 2023: $22,550Net Assets 2023: $659,4872023Assets 2024: $928,339Liabilities 2024: $27,537Net Assets 2024: $900,8022024

Highlighted filing

2020

Assets$173,285
Liabilities$26,677
Net Assets$146,608

Operations Trend

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

$600K$400K$200K$0Revenue 2019: $216,956Expenses 2019: $90,872Net Income 2019: $126,0842019Revenue 2020: $123,320Expenses 2020: $102,796Net Income 2020: $20,5242020Revenue 2021: $276,236Expenses 2021: $153,866Net Income 2021: $122,3702021Revenue 2022: $331,315Expenses 2022: $154,637Net Income 2022: $176,6782022Revenue 2023: $406,192Expenses 2023: $192,361Net Income 2023: $213,8312023Revenue 2024: $411,916Expenses 2024: $170,601Net Income 2024: $241,3152024

Highlighted filing

2020

Revenue$123,320
Expenses$102,796
Net Income$20,524
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$123,320
Mission and Program Overview

Mission

The fund was established for the purpose of providing educational and training programs to develop the skills necessary to provide well-trained and qualified workers to perform culinary and other service work to meet any needs of the hospitality and gaming industry.

Program Services

DescriptionGrantsExpenses
OFFER COURSE AND PROGRAMS RELATED TO THE HOSPITALITY INDUSTRY, TAUGHT BY TRAINED PROFESSIONALS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C ROBERT MCDEVITTChairman/Union Trustee-$0--
DONNA DECAPRIOUnion Trustee-$0--
CARLY WENTZEmployer Trustee-$0--
MICHAEL POMPEIEmployer Trustee-$0--
BARBARA HULSIZERSecretary/Employer Trustee-$0--
TINA TARTAGLIOEmployer Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Unite Here Local 54 Training &
EIN
83-4249700
Phone
6093445400
Address
1014 ATLANTIC AVE, ATLANTIC CITY, NJ 08401

Signing Officer

Name
Donna Decaprio
Title
Trustee
Phone
6093445400
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, 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: 15.

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

Description: shared administrative costs. Amount: 2,772. Description: insurance. Amount: 8,858. Description: payroll taxes. Amount: 619. Total to form 990-ez, line 16: 12,249.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 23,219. End of year amount: 13,751. Description: prepaid expenses. Beg. Of year amount: 4,632. End of year amount: 5,427.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accrued expenses. Beg. Of year amount: 10,365. End of year amount: 17,905. Description: due to related party. Beg. Of year amount: 5,570. End of year amount: 8,772.

Raw XML Appendix182 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06093445400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01014 ATLANTIC AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATLANTIC CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd008401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0114168
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt0123320
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126084
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0146608
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126084
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0146608
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0C ROBERT MCDEVITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA DECAPRIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARLY WENTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL POMPEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA HULSIZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TINA TARTAGLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN/UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1UNION TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY/EMPLOYER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027851
IRS990EZ/OtherAssetsTotalDetail/EOYAmt019178
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012249
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FUND WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING EDUCATIONAL AND TRAINING PROGRAMS TO DEVELOP THE SKILLS NECESSARY TO PROVIDE WELL-TRAINED AND QUALIFIED WORKERS TO PERFORM CULINARY AND OTHER SERVICE WORK TO MEET ANY NEEDS OF THE HOSPITALITY AND GAMING INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt0430
IRS990EZ/ProgramServiceRevenueAmt0123305
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OFFER COURSE AND PROGRAMS RELATED TO THE HOSPITALITY INDUSTRY, TAUGHT BY TRAINED PROFESSIONALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt072153
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd01
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015935
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026677
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0102796
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0123320
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0123305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0216952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0340257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019
IRS990ScheduleA/PublicSupportTotal170Amt0340257
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0123305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0216952
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0340257
IRS990ScheduleA/TotalSupportAmt0340276
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd00
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SHARED ADMINISTRATIVE COSTS. AMOUNT: 2,772. DESCRIPTION: INSURANCE. AMOUNT: 8,858. DESCRIPTION: PAYROLL TAXES. AMOUNT: 619. TOTAL TO FORM 990-EZ, LINE 16: 12,249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 23,219. END OF YEAR AMOUNT: 13,751. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,632. END OF YEAR AMOUNT: 5,427.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 10,365. END OF YEAR AMOUNT: 17,905. DESCRIPTION: DUE TO RELATED PARTY. BEG. OF YEAR AMOUNT: 5,570. END OF YEAR AMOUNT: 8,772.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA DECAPRIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06093445400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITE HERE LOCAL 54 TRAINING &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0834249700
ReturnHeader/Filer/PhoneNum06093445400
ReturnHeader/Filer/USAddress/AddressLine1Txt01014 ATLANTIC AVE
ReturnHeader/Filer/USAddress/CityNm0ATLANTIC CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02021-11-09T11:12:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DECAPRIO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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