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← UFCW PROFESSIONAL HAIR CARE AND BEAUTY TRADES DIV SICK BENEFIT TR

Form 990 for tax year 2024

Filed by UFCW PROFESSIONAL HAIR CARE AND BEAUTY TRADES DIV SICK BENEFIT TR.

Totals

Total revenue
$76,177
Total expenses
$37,281
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,606
Investment income
$52,571
Other revenue
$0
Total assets, end of year
$1,155,761
Total liabilities, end of year
$965
Net assets or fund balances, end of year
$1,154,796
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: PARTICIPANT CONTRIBUTIONS

    total $23,606 · related or exempt $23,606

  • 3 · Investment income

    total $45,325 · excluded $45,325

  • 7a · Gross sales of assets other than inventory

    securities $1,889,223

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

    securities $1,881,977

  • 7c · Gain or loss

    securities $7,246

  • 7d · Net gain or loss

    total $7,246 · excluded $7,246

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $14,766

  • 11b · Fees: legal

    total $492

  • 11c · Fees: accounting

    total $15,410

  • 11f · Fees: investment management

    total $2,189

  • 11g · Fees: other

    total $4,424

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,638 · end of year $46,666

  • 2 · Savings and temporary cash investments

    beginning of year $848,473 · end of year $89,292

  • 4 · Accounts receivable

    beginning of year $8,713 · end of year $9,031

  • 11 · Investments: publicly traded securities

    beginning of year $174,088 · end of year $772,424

  • 12 · Investments: other securities

    beginning of year $76,076 · end of year $238,348

  • 17 · Accounts payable and accrued expenses

    beginning of year $728 · end of year $965

  • 27 · Net assets without donor restrictions

    beginning of year $1,112,260 · end of year $1,154,796

Mission and programs · 2024

Mission

IRC SECTION 501(C)(9)ORGANIZATION

Activities or mission (Part I)

PAID BENEFITS TO PLAN PARTICIPANTS.

  • PAID BENEFITS TO PLAN PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Anthony M Perrone

    INTERNATIONAL PRESIDENT

    Total calculated
    $377,505
    From this org
    $0
    From related orgs
    $316,064
    Other
    $61,441
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,284 related
    Bonus
    $0
    Other
    $0 + $17,780 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $26,791 related
    Filer's total
    $0 + $377,505 related

  • Milton L Jones

    INT'L SECY-TREASURER

    Total calculated
    $319,216
    From this org
    $0
    From related orgs
    $257,775
    Other
    $61,441
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,127 related
    Bonus
    $0
    Other
    $0 + $13,648 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $26,791 related
    Filer's total
    $0 + $319,216 related

  • Michael S Haggerty

    EXEC VP/NAT'L PRESIDENT

    Total calculated
    $223,278
    From this org
    $0
    From related orgs
    $176,167
    Other
    $47,111
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,391 related
    Bonus
    $0
    Other
    $0 + $4,776 related
    Deferred
    $0 + $35,591 related
    Nontaxable benefits
    $0 + $11,520 related
    Filer's total
    $0 + $223,278 related

  • Stuart Appelbaum

    EXEC VP/PRESIDENT RWDSU

    Total calculated
    $392,885
    From this org
    $0
    From related orgs
    $322,835
    Other
    $70,050
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,000 related
    Bonus
    $0
    Other
    $0 + $17,835 related
    Deferred
    $0 + $33,450 related
    Nontaxable benefits
    $0 + $36,600 related
    Filer's total
    $0 + $392,885 related

  • David T Young

    EXECUTIVE VICE PRESIDENT/ORG DIR

    Total calculated
    $298,670
    From this org
    $0
    From related orgs
    $236,247
    Other
    $62,423
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,247 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,800 related
    Nontaxable benefits
    $0 + $27,623 related
    Filer's total
    $0 + $298,670 related

  • Warren S Barclay

    INT'L SECY-TREASURER (FORM

    Total calculated
    $42,262
    From this org
    $0
    From related orgs
    $42,262
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $42,262 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $42,262 related

  • Paul R Meinema

    EXEC VP/NAT'L PRESIDENT (FORMER)

    Total calculated
    $302,190
    From this org
    $0
    From related orgs
    $262,243
    Other
    $39,947
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,785 related
    Bonus
    $0
    Other
    $0 + $22,458 related
    Deferred
    $0 + $37,643 related
    Nontaxable benefits
    $0 + $2,304 related
    Filer's total
    $0 + $302,190 related

  • Lori A Werner

    EXECUTIVE VICE PRESIDENT (FORMER)

    Total calculated
    $273,650
    From this org
    $0
    From related orgs
    $250,436
    Other
    $23,214
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $57,500 related
    Bonus
    $0
    Other
    $0 + $192,936 related
    Deferred
    $0 + $14,022 related
    Nontaxable benefits
    $0 + $9,192 related
    Filer's total
    $0 + $273,650 related

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

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4A
LORI A WERNER RECEIVED A SEVERANCE PAYMENT OF $115,000 IN 2024.

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
2024
Filed
6 March 2026
IRS schema version
2024v5.5
Source object
202630659349301503

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