Civic Intelligence

Unite Here Local 54 Training & Education Trust Fund

990 • Fiscal year 2021 • EIN 83-4249700

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

Organization ProfileN/A
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

78th percentile

0.06x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.07x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Net Margin

80th percentile

44%

Higher net margin than 80% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$136,656

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 49.5% of source-year revenue.

2021 filings • NTEE B • <$500k nonprofits • Source year 2021

Asset Growth

87th percentile

66%

Faster asset growth than 87% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

124%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • NTEE B • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$287,174

Up $113,889 (+66%) from 2020

Net Assets

Up

$268,978

Up $122,370 (+83%) from 2020

Liabilities

Down

$18,196

Down $8,481 (-32%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin80th percentile

Revenue

Up

$276,236

Up $152,916 (+124%) from 2020

Expenses

Up

$153,866

Up $51,070 (+50%) from 2020

Net Income

Up

$122,370

Up $101,846 (+496%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2021

Assets$287,174
Liabilities$18,196
Net Assets$268,978
Open 2021 Filing

Operations Trend

Revenue Growth87th percentile

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

2021

Revenue$276,236
Expenses$153,866
Net Income$122,370
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Gross Receipts
$276,236
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$146,608$268,978▲ $122,370
Cash and Non-Interest-Bearing Accounts$154,107$257,338▲ $103,231
Accounts Receivable$13,751$24,529▲ $10,778
Prepaid Expenses and Deferred Charges$5,427$5,307▼ $120
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$173,285$287,174▲ $113,889
Liabilities
Accounts Payable and Accrued Expenses$17,905$15,371▼ $2,534
Other Liabilities$8,772$2,825▼ $5,947
Total Liabilities$26,677$18,196▼ $8,481
Net Assets / Fund Balance
Total Net Assets Fund Balance$146,608$268,978▲ $122,370
Total Liabilities and Net Assets / Fund Balance$173,285$287,174▲ $113,889
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleOtherTotal
C Robert McdevittChairman/union Trustee$136,656$136,656
Donna DecaprioUnion Trustee$119,782$119,782

Board Members and Trustees

NameTitle
Carly WentzEmployer Trustee
Michael PompeiEmployer Trustee
Tina TartaglioEmployer Trustee
Barbara HulsizerSecretary/employer Trustee
Ronette LarkUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$259,054
Investment Income
$18
Other Revenue
$17,164
Change in Net Assets
$122,370

Audited Revenue Reconciliation

Revenue per Audited Statements
$259,072
Revenue Not Reported on Financial Statements
$17,164
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$17,164
Total Revenue per Audited Statements
$259,072
Total Revenue per Form 990
$276,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$116,187
Other Expenses$37,679
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,417--$86,417
Other Employee Benefits$18,864--$18,864
Insurance-$9,186-$9,186
Fees for Services Accounting-$8,100-$8,100
Payroll Taxes$7,832--$7,832
Fees for Services Legal-$5,515-$5,515
Fees for Services Other-$4,656-$4,656
Pension Plan Contributions$3,074--$3,074
Office Expenses-$2,910-$2,910
Other Expenses$2,800$4,512-$2,800
Total Functional Expenses$118,987$34,879$0$153,866

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$153,866
Expenses per Audited Statements$136,702
Total Expenses per Audited Statements$136,702
Expenses Not Reported on Financial Statements$17,164
Other Expense Adjustments$17,164
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$2,825
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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

“A copy of form 990 is given to the board of trustees for review and approval, before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Reviewed regularly at board of trustee meetings.”

Form 990, Part VI, Section C, Line 19

“The organization makes these available upon request.”

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
2022-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Decaprio
Formed
2019
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
5
Employees
2
Volunteers
0

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. Part XII, Line 2C

“The process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Employee retention credit 17,164.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Employee retention credit 17,164.”

Raw XML AppendixShowing 400 of 411 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017905
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015371
IRS990/AccountsReceivableGrp/BOYAmt013751
IRS990/AccountsReceivableGrp/EOYAmt024529
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DONNA DECAPRIO
IRS990/BooksInCareOfDetail/PhoneNum06093445400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01014 ATLANTIC AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ATLANTIC CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0154107
IRS990/CashNonInterestBearingGrp/EOYAmt0257338
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt018
IRS990/CYOtherExpensesAmt037679
IRS990/CYOtherRevenueAmt017164
IRS990/CYProgramServiceRevenueAmt0259054
IRS990/CYRevenuesLessExpensesAmt0122370
IRS990/CYSalariesCompEmpBnftPaidAmt0116187
IRS990/CYTotalExpensesAmt0153866
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0276236
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0OFFER COURSE AND PROGRAMS RELATED TO THE HOSPITALITY INDUSTRY, TAUGHT BY TRAINED PROFESSIONALS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0118987
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08100
IRS990/FeesForServicesAccountingGrp/TotalAmt08100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05515
IRS990/FeesForServicesLegalGrp/TotalAmt05515
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04656
IRS990/FeesForServicesOtherGrp/TotalAmt04656
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt024721
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt124721
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0C ROBERT MCDEVITT
IRS990/Form990PartVIISectionAGrp/PersonNm1DONNA DECAPRIO
IRS990/Form990PartVIISectionAGrp/PersonNm2CARLY WENTZ
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL POMPEI
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA HULSIZER
IRS990/Form990PartVIISectionAGrp/PersonNm5TINA TARTAGLIO
IRS990/Form990PartVIISectionAGrp/PersonNm6RONETTE LARK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0111935
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt195061
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0276236
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09186
IRS990/InsuranceGrp/TotalAmt09186
IRS990/InvestmentIncomeGrp/ExclusionAmt018
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0146608
IRS990/NetAssetsOrFundBalancesEOYAmt0268978
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02910
IRS990/OfficeExpensesGrp/TotalAmt02910
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018864
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018864
IRS990/OtherExpensesGrp/Desc0SHARED ADMIN COSTS
IRS990/OtherExpensesGrp/Desc1TRAINING MATERIALS AND
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04512
IRS990/OtherExpensesGrp/ProgramServicesAmt02800
IRS990/OtherExpensesGrp/TotalAmt04512
IRS990/OtherExpensesGrp/TotalAmt12800
IRS990/OtherLiabilitiesGrp/BOYAmt08772
IRS990/OtherLiabilitiesGrp/EOYAmt02825
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0EMPLOYEE RETENTION CRE
IRS990/OtherRevenueMiscGrp/ExclusionAmt017164
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017164
IRS990/OtherRevenueTotalAmt017164
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt086417
IRS990/OtherSalariesAndWagesGrp/TotalAmt086417
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt07832
IRS990/PayrollTaxesGrp/TotalAmt07832
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03074
IRS990/PensionPlanContributionsGrp/TotalAmt03074
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05427
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05307
IRS990/PrincipalOfficerNm0DONNA DECAPRIO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0259054
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0259054
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015
IRS990/PYOtherExpensesAmt012679
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0123305
IRS990/PYRevenuesLessExpensesAmt020524
IRS990/PYSalariesCompEmpBnftPaidAmt072153
IRS990/PYTotalExpensesAmt0102796
IRS990/PYTotalProfFndrsngExpnsAmt017964
IRS990/PYTotalRevenueAmt0123320
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0122370
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0259054
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0146608
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0268978
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017164
IRS990ScheduleD/ExpensesSubtotalAmt0136702
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt017164
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt017164
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017164
IRS990ScheduleD/RevenueSubtotalAmt0259072
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EMPLOYEE RETENTION CREDIT 17,164.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EMPLOYEE RETENTION CREDIT 17,164.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0153866
IRS990ScheduleD/TotalLiabilityAmt02825
IRS990ScheduleD/TotalRevenuePerForm990Amt0276236
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0259072
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0136702
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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS GIVEN TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL, BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED REGULARLY AT BOARD OF TRUSTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THESE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990. PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITE HERE LOCAL 54 SEVERANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNITE HERE LOCAL 54 UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222431399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1210588583
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEVERANCE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01014 ATLANTIC AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11014 ATLANTIC AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ATLANTIC CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ATLANTIC CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd008401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd108401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0173285
IRS990/TotalAssetsEOYAmt0287174
IRS990/TotalAssetsGrp/BOYAmt0173285
IRS990/TotalAssetsGrp/EOYAmt0287174
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034879
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118987
IRS990/TotalFunctionalExpensesGrp/TotalAmt0153866
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026677
IRS990/TotalLiabilitiesEOYAmt018196
IRS990/TotalLiabilitiesGrp/BOYAmt026677
IRS990/TotalLiabilitiesGrp/EOYAmt018196
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0146608
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0268978
IRS990/TotalOtherCompensationAmt049442
IRS990/TotalProgramServiceExpensesAmt0118987
IRS990/TotalProgramServiceRevenueAmt0259054
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017182
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0259054
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0276236
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0173285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0287174
IRS990/TotReportableCompRltdOrgAmt0206996
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01014 ATLANTIC AVE
IRS990/USAddress/CityNm0ATLANTIC CITY
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008401
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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/SignatureDt02022-11-03
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$287,174
Liabilities
$18,196
Net assets
$268,978
Revenue
$276,236
Expenses
$153,866
Net income
$122,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.28$0.28$9.01$4.12$1.71$2.41
2023Detailed filing. Detailed filing data is available for this year.$6.82$0.23$6.59$4.06$1.92$2.14
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.18$4.46$3.31$1.55$1.77
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.18$2.69$2.76$1.54$1.22
2020Detailed filing. Detailed filing data is available for this year.$1.73$0.27$1.47$1.23$1.03$0.21
2019Summary only. Only limited summary data is available for this year.$1.42$0.16$1.26$2.17$0.91$1.26