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← WAREHOUSE EMPLOYEES UNION LOCAL NO 730 AND CONTRIBUTING COMPANIES PRE

Form 990 for tax year 2023

Filed by WAREHOUSE EMPLOYEES UNION LOCAL NO 730 AND CONTRIBUTING COMPANIES PRE.

Totals

Total revenue
$138,749
Total expenses
$95,731
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$101,322
Investment income
$37,427
Other revenue
$0
Total assets, end of year
$1,016,607
Total liabilities, end of year
$7,819
Net assets or fund balances, end of year
$1,008,788
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: EMPLOYER CONTRIBUTIONS

    total $101,322 · related or exempt $101,322

  • 3 · Investment income

    total $34,903 · excluded $34,903

  • 7a · Gross sales of assets other than inventory

    securities $640,144

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

    securities $637,620

  • 7c · Gain or loss

    securities $2,524

  • 7d · Net gain or loss

    total $2,524 · excluded $2,524

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $28,865

  • 11a · Fees: management

    total $18,741

  • 11b · Fees: legal

    total $10,090

  • 11c · Fees: accounting

    total $23,325

  • 11f · Fees: investment management

    total $5,258

  • 13 · Office expenses

    total $2,857

  • 19 · Conferences, conventions and meetings

    total $28

  • 23 · Insurance

    total $6,567

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $76,567 · end of year $42,252

  • 4 · Accounts receivable

    beginning of year $11,886 · end of year $9,970

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,531 · end of year $2,947

  • 11 · Investments: publicly traded securities

    beginning of year $853,879 · end of year $958,921

  • 15 · Other assets

    beginning of year $1,725 · end of year $2,517

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,237 · end of year $7,819

  • 27 · Net assets without donor restrictions

    beginning of year $943,351 · end of year $1,008,788

Mission and programs · 2023

Mission

TO PROVIDE LEGAL BENEFITS TO ITS PARTICIPANTS

  • LEGAL SERVICES ARE PROVIDED TO PLAN PARTICIPANTS

As filed on the 2023 return.

Listed in Part VII

  • Ritchie Brooks

    UNION TRUSTEE (P)

    Total calculated
    $146,136
    From this org
    $0
    From related orgs
    $114,550
    Other
    $31,586
    Hours/week
    2 + 40 related

  • Michael Bull

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jason Paradis

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Larry Hudson

    UNION TRUSTEE (P)

    Total calculated
    $2,750
    From this org
    $0
    From related orgs
    $2,750
    Other
    $0
    Hours/week
    2 + 2 related

  • Michael Goble

    EMPLOYER TRUSTEE - ALTERNA

    Total calculated
    $0
    Hours/week
    2

  • Joseph Venable

    UNION TRUSTEE (P)

    Total calculated
    $2,954
    From this org
    $0
    From related orgs
    $2,954
    Other
    $0
    Hours/week
    2 + 2 related

  • Mohamed Kamara

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Wayne Settles

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Scott Clark

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Frank Myers

    UNION TRUSTEE

    Total calculated
    $147,153
    From this org
    $0
    From related orgs
    $120,000
    Other
    $27,153
    Hours/week
    2

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.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • DPI MID ATLANTIC

    C · WHOLESALE DISTRIBUTOR · MD

  • EIGHT O'CLOCK COFFEE CO

    C · WHOLESALE DISTRIBUTOR · NJ

  • GIANT

    C · WHOLESALE-RETAIL · MD

  • WASHINGTON FOOD & SUPPLY

    C · WHOLESALE DISTRIBUTOR · DC

  • CANADA DRY POTOMAC CORPORATION

    C · WHOLESALE DISTRIBUTOR · MD

  • CANTEEN VENDING

    C · WHOLESALE-DISTRIBUTOR · MD

Provenance

Return type
form_990
Tax year
2023
Filed
3 September 2024
IRS schema version
2023v5.1
Source object
202432479349300348

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