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Nonprofiteer
← RETAIL CLERKS UNION LOCAL 1500LEGAL SERVICES TRUST FUND

Form 990 for tax year 2022

Filed by RETAIL CLERKS UNION LOCAL 1500LEGAL SERVICES TRUST FUND.

Totals

Total revenue
$346,892
Total expenses
$362,336
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$342,720
Investment income
$4,172
Other revenue
$0
Total assets, end of year
$391,467
Total liabilities, end of year
$16,224
Net assets or fund balances, end of year
$375,243
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 $342,720 · related or exempt $342,720

  • 3 · Investment income

    total $4,172 · related or exempt $4,172

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $146,226

  • 7 · Other salaries and wages

    total $69,335

  • 8 · Pension plan contributions

    total $4,265

  • 9 · Other employee benefits

    total $16,881

  • 10 · Payroll taxes

    total $5,170

  • 11b · Fees: legal

    total $4,800

  • 11c · Fees: accounting

    total $7,801

  • 13 · Office expenses

    total $14,715

  • 14 · Information technology

    total $771

  • 16 · Occupancy

    total $32,770

  • 23 · Insurance

    total $1,039

  • 24a · Other expenses: CONTRIBUTION ADMINISTRA

    total $45,000

  • 24b · Other expenses: CONSULTING

    total $12,895

  • 24c · Other expenses: CONFERENCES

    total $668

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $275,843 · end of year $30,085

  • 2 · Savings and temporary cash investments

    beginning of year $103,714 · end of year $349,904

  • 4 · Accounts receivable

    beginning of year $9,798 · end of year $9,808

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

    $18,060

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

    $16,390

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $1,670

  • 15 · Other assets

    beginning of year $1,332 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $16,224

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $390,687 · end of year $375,243

Mission and programs · 2022

Mission

TO PROVIDE EMPLOYEE BENEFITS IN THE FORM OF PREPAID LEGAL SERVICES TO MEMBERS OF UFCW LOCAL 1500.

  • TO PROVIDE EMPLOYEE BENEFITS IN THE FORM OF PREPAID LEGAL SERVICES TO MEMBERS OF UFCW LOCAL 1500.

As filed on the 2022 return.

Listed in Part VII

  • Robert Newell

    UNION TRUSTEE

    Total calculated
    $384,685
    From this org
    $0
    From related orgs
    $346,349
    Other
    $38,336
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,775 related
    Bonus
    $0 + $12,050 related
    Other
    $0 + $11,524 related
    Deferred
    $0 + $16,475 related
    Nontaxable benefits
    $0 + $21,861 related
    Filer's total
    $0 + $384,685 related
  • Lynn Shiels

    UNION TRUSTEE

    Total calculated
    $139,205
    From this org
    $0
    From related orgs
    $114,344
    Other
    $24,861
    Hours/week
    2 + 38 related
  • Robert Spinella

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Robert Jandovitz

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Pat Durning

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Aly Waddy

    SECRETARY-TREASURER

    Total calculated
    $316,086
    From this org
    $0
    From related orgs
    $282,081
    Other
    $34,005
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,950 related
    Bonus
    $0 + $9,750 related
    Other
    $0 + $11,381 related
    Deferred
    $0 + $12,144 related
    Nontaxable benefits
    $0 + $21,861 related
    Filer's total
    $0 + $316,086 related
  • Joseph Waddy

    EVP/RECORDER

    Total calculated
    $246,581
    From this org
    $0
    From related orgs
    $215,881
    Other
    $30,700
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,550 related
    Bonus
    $0 + $19,950 related
    Other
    $0 + $11,381 related
    Deferred
    $0 + $8,839 related
    Nontaxable benefits
    $0 + $21,861 related
    Filer's total
    $0 + $246,581 related
  • Paul Santarpia

    VICE PRESIDENT

    Total calculated
    $184,369
    From this org
    $0
    From related orgs
    $157,668
    Other
    $26,701
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $131,720 related
    Bonus
    $0 + $16,500 related
    Other
    $0 + $9,448 related
    Deferred
    $0 + $4,840 related
    Nontaxable benefits
    $0 + $21,861 related
    Filer's total
    $0 + $184,369 related
  • Julius Scorzelli

    VICE PRESIDENT

    Total calculated
    $152,449
    From this org
    $0
    From related orgs
    $126,647
    Other
    $25,802
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $111,300 related
    Bonus
    $0 + $7,100 related
    Other
    $0 + $8,247 related
    Deferred
    $0 + $3,941 related
    Nontaxable benefits
    $0 + $21,861 related
    Filer's total
    $0 + $152,449 related
  • Gregory Pasquale

    VICE PRESIDENT

    Total calculated
    $144,175
    From this org
    $0
    From related orgs
    $116,940
    Other
    $27,235
    Hours/week
    1 + 40 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

None.

Answered no

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

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
2022
Filed
4 October 2023
IRS schema version
2022v5.0
Source object
202302839349301760

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