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Nonprofiteer
← UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION

Form 990 for tax year 2023

Filed by UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION.

Totals

Total revenue
$16,026,185
Total expenses
$16,075,904
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,291,997
Investment income
$331,685
Other revenue
$1,402,503
Total assets, end of year
$18,792,319
Total liabilities, end of year
$1,758,452
Net assets or fund balances, end of year
$17,033,867
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES AND ALLOCATIONS

    total $13,352,965 · related or exempt $13,352,965 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: INITIATION AND REINSTATEMENT FEES

    total $939,032 · related or exempt $939,032 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $333,973 · related or exempt $0 · unrelated business $0 · excluded $333,973

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $395,201

  • 6c · Rental income or loss

    real property $395,201 · personal property $0

  • 6d · Net rental income or loss

    total $395,201 · related or exempt $0 · unrelated business $0 · excluded $395,201

  • 7a · Gross sales of assets other than inventory

    securities $309,014

  • 7b · Less cost or other basis and sales expenses

    securities $311,302

  • 7c · Gain or loss

    securities -$2,288

  • 7d · Net gain or loss

    total -$2,288 · related or exempt $0 · unrelated business $0 · excluded -$2,288

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: REIMBURSEMENTS FROM TRUST FUNDS

    total $462,061 · related or exempt $462,061 · unrelated business $0 · excluded $0

  • 11b · Other revenue: REFUNDS AND REIMBURSEMENTS

    total $484,963 · related or exempt $484,963 · unrelated business $0 · excluded $0

  • 11c · Other revenue: TICKET INCOME

    total $20,692 · related or exempt $20,692 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $39,586 · related or exempt $39,586 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,007,302

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $140,253

  • 5 · Compensation of officers, directors and key employees

    total $1,699,992

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $4,495,213

  • 8 · Pension plan contributions

    total $392,946

  • 9 · Other employee benefits

    total $773,447

  • 10 · Payroll taxes

    total $468,744

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $266,441

  • 11c · Fees: accounting

    total $99,999

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $46,511

  • 11g · Fees: other

    total $17,401

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $519,216

  • 14 · Information technology

    total $253,251

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $431,402

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $488,860

  • 20 · Interest

    total $7,224

  • 21 · Payments to affiliates

    total $4,740,368

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $101,028

  • 24a · Other expenses: DEPRECIATION

    total $387,927

  • 24b · Other expenses: ORGANIZING & NEGOTIATION EXP.

    total $392,362

  • 24c · Other expenses: MEMBERSHIP INVOLVEMENT

    total $239,808

  • 24d · Other expenses: DONATIONS AND SCHOLARSHIPS

    total $112,528

  • 24e · All other expenses

    total $983

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,624,712 · end of year $1,534,886

  • 2 · Savings and temporary cash investments

    beginning of year $1,093,489 · end of year $1,013,173

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $551,828 · end of year $652,551

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $93,208 · end of year $104,115

  • 10a · Land, buildings and equipment: cost or other basis

    $12,747,117

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,768,069

  • 10c · Land, buildings and equipment, net

    beginning of year $7,001,504 · end of year $6,979,048

  • 11 · Investments: publicly traded securities

    beginning of year $7,660,859 · end of year $8,508,546

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,282,634 · end of year $1,483,588

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $63,963 · end of year $58,232

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $143,924 · end of year $216,632

  • 27 · Net assets without donor restrictions

    beginning of year $16,535,079 · end of year $17,033,867

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANDREA ZINDER

    PRESIDENT

    Total calculated
    $251,291
    From this org
    $226,351
    From related orgs
    $0
    Other
    $24,940
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,351
    Bonus
    $0
    Other
    $0
    Deferred
    $14,981
    Nontaxable benefits
    $9,959
    Filer's total
    $251,291

  • MATTHEW R BELL

    SECRETARY-TREASURER

    Total calculated
    $228,452
    From this org
    $204,607
    From related orgs
    $0
    Other
    $23,845
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,607
    Bonus
    $0
    Other
    $0
    Deferred
    $13,886
    Nontaxable benefits
    $9,959
    Filer's total
    $228,452

  • DEREK A SMITH

    VICE PRES./POL. DIR.

    Total calculated
    $178,311
    From this org
    $150,244
    From related orgs
    $0
    Other
    $28,067
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,244
    Bonus
    $0
    Other
    $0
    Deferred
    $11,344
    Nontaxable benefits
    $16,723
    Filer's total
    $178,311

  • MICHAEL RAMIREZ

    VICE PRES./UNION REP DIR.-PAST

    Total calculated
    $175,529
    From this org
    $148,736
    From related orgs
    $0
    Other
    $26,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,736
    Bonus
    $0
    Other
    $0
    Deferred
    $10,070
    Nontaxable benefits
    $16,723
    Filer's total
    $175,529

  • JOE L HERNANDEZ

    ORGANIZING DIRECTOR

    Total calculated
    $173,531
    From this org
    $148,906
    From related orgs
    $0
    Other
    $24,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,906
    Bonus
    $0
    Other
    $0
    Deferred
    $8,095
    Nontaxable benefits
    $16,530
    Filer's total
    $173,531

  • JASON M LOCKHART

    VICE PRES./COMPTROLLER

    Total calculated
    $173,198
    From this org
    $146,412
    From related orgs
    $0
    Other
    $26,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,412
    Bonus
    $0
    Other
    $0
    Deferred
    $10,063
    Nontaxable benefits
    $16,723
    Filer's total
    $173,198

  • JOSE MORENO PEREZ

    LEADERSHIP DEVELOP DIRECTOR

    Total calculated
    $153,747
    From this org
    $133,053
    From related orgs
    $0
    Other
    $20,694
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,053
    Bonus
    $0
    Other
    $0
    Deferred
    $10,735
    Nontaxable benefits
    $9,959
    Filer's total
    $153,747

  • JOSEPH P FEINBERG

    IT ANALYST

    Total calculated
    $149,608
    From this org
    $122,697
    From related orgs
    $0
    Other
    $26,911
    Hours/week
    40

  • JENNIFER A THOMPSON

    COMMUNICATIONS DIRECTOR

    Total calculated
    $148,678
    From this org
    $124,774
    From related orgs
    $0
    Other
    $23,904
    Hours/week
    40

  • SHAWN ASHE

    IT ANALYST

    Total calculated
    $148,636
    From this org
    $121,411
    From related orgs
    $0
    Other
    $27,225
    Hours/week
    40

  • KRISTEN ASHE

    VICE PRES./UNION REP. - PAST

    Total calculated
    $141,749
    From this org
    $121,379
    From related orgs
    $0
    Other
    $20,370
    Hours/week
    40

  • DENNIS SOTELO

    VICE PRES./UNION REP.

    Total calculated
    $141,164
    From this org
    $115,464
    From related orgs
    $0
    Other
    $25,700
    Hours/week
    40

  • HERLINDA PEREZ

    UNION REPRESENTATIVE

    Total calculated
    $140,878
    From this org
    $120,650
    From related orgs
    $0
    Other
    $20,228
    Hours/week
    40

  • MARIA ROSA IBARRA-LOPEZ

    V.P./RECORDER/ORGANIZER

    Total calculated
    $136,126
    From this org
    $115,898
    From related orgs
    $0
    Other
    $20,228
    Hours/week
    40

  • HECTOR PEREIDA

    VICE PRESIDENT - PAST

    Total calculated
    $72,691
    From this org
    $60,464
    From related orgs
    $0
    Other
    $12,227
    Hours/week
    40

  • RACHEL ROSEN

    VICE PRESIDENT

    Total calculated
    $37,234
    From this org
    $28,981
    From related orgs
    $0
    Other
    $8,253
    Hours/week
    40

  • RICHARD M WALTERS

    VICE PRESIDENT/SPUR

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CARLOS CAMACHO

    VICE PRESIDENT

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DANA PALMER

    VICE PRESIDENT

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ADRIANA SOTO

    VICE PRESIDENT

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOSE ORTIZ

    VICE PRESIDENT

    Total calculated
    $1,300
    From this org
    $1,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • NICOLE L GARCIA

    VICE PRESIDENT

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ANTHONY J CAMPANELLO

    VICE PRESIDENT

    Total calculated
    $1,100
    From this org
    $1,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MICHAEL ARELLANO

    VICE PRESIDENT

    Total calculated
    $700
    From this org
    $700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SHAMIKA ROMANAK

    VICE PRESIDENT

    Total calculated
    $600
    From this org
    $600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINES 1A AND 1B:
THE EXECUTIVE BOARD OF UFCW LOCAL 324 HAS APPROVED FIRST CLASS TRAVEL FOR THE PRESIDENT. FIRST CLASS TRAVEL ARRANGEMENTS ARE MADE AT THE DISCRETION OF THE PRESIDENT. ALL TRAVEL EXPENSES ARE REQUIRED TO BE SUBSTANTIATED IN DETAIL, REVIEWED AND APPROVED BY THE EXECUTIVE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202433169349306138

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