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Nonprofiteer
← UFCW LOCAL 1500 WELFARE FUND

Form 990 for tax year 2023

Filed by UFCW LOCAL 1500 WELFARE FUND.

Totals

Total revenue
$78,912,899
Total expenses
$78,587,333
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$74,562,907
Investment income
$2,003,357
Other revenue
$2,346,635
Total assets, end of year
$60,210,518
Total liabilities, end of year
$9,368,562
Net assets or fund balances, end of year
$50,841,956
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • JOSEPH WADDY

    UNION TRUSTEE

    Total calculated
    $270,000
    From this org
    $0
    From related orgs
    $237,045
    Other
    $32,955
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,250 related
    Bonus
    $0 + $19,700 related
    Other
    $0 + $12,095 related
    Deferred
    $0 + $10,719 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $270,000 related

  • PAT DURNING

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • PAUL SANTARPIA

    UNION TRUSTEE

    Total calculated
    $195,204
    From this org
    $0
    From related orgs
    $167,828
    Other
    $27,376
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,150 related
    Bonus
    $0 + $18,650 related
    Other
    $0 + $10,028 related
    Deferred
    $0 + $5,140 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $195,204 related

  • ROBERT NEWELL

    UNION TRUSTEE

    Total calculated
    $414,088
    From this org
    $0
    From related orgs
    $372,474
    Other
    $41,614
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,375 related
    Bonus
    $0 + $16,575 related
    Other
    $0 + $12,524 related
    Deferred
    $0 + $19,378 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $414,088 related

  • ROBERT SPINELLA

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • CAROLANN MARONEY

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • ALY WADDY

    SECRETARY-TREASURER

    Total calculated
    $345,068
    From this org
    $0
    From related orgs
    $308,495
    Other
    $36,573
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,175 related
    Bonus
    $0 + $12,225 related
    Other
    $0 + $12,095 related
    Deferred
    $0 + $14,337 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $345,068 related

  • GREGORY PASQUALE

    VICE PRESIDENT

    Total calculated
    $156,876
    From this org
    $0
    From related orgs
    $128,513
    Other
    $28,363
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $108,550 related
    Bonus
    $0 + $18,125 related
    Other
    $0 + $1,838 related
    Deferred
    $0 + $6,127 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $156,876 related

  • JULIUS SCORZELLI

    VICE PRESIDENT

    Total calculated
    $161,484
    From this org
    $0
    From related orgs
    $135,074
    Other
    $26,410
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $115,275 related
    Bonus
    $0 + $11,175 related
    Other
    $0 + $8,624 related
    Deferred
    $0 + $4,174 related
    Nontaxable benefits
    $0 + $22,236 related
    Filer's total
    $0 + $161,484 related

  • ROBERT ECKER

    VICE PRESIDENT

    Total calculated
    $147,475
    From this org
    $0
    From related orgs
    $120,278
    Other
    $27,197
    Hours/week
    1 + 40 related

  • LYNN SHIELS

    VICE PRESIDENT

    Total calculated
    $214,174
    From this org
    $0
    From related orgs
    $202,273
    Other
    $11,901
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,800 related
    Bonus
    $0 + $4,500 related
    Other
    $0 + $50,973 related
    Deferred
    $0 + $783 related
    Nontaxable benefits
    $0 + $11,118 related
    Filer's total
    $0 + $214,174 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

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
9 October 2024
IRS schema version
2023v5.1
Source object
202422889349301547

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