Form 990 for tax year 2024
Filed by RETAIL WHOLESALE & DEPARTMENT STORE UNION.
Totals
- Total revenue
- $10,322,864
- Total expenses
- $12,155,461
- Contributions and grants received
- $0
- Grants paid
- $14,100
- Program service revenue
- $9,770,379
- Investment income
- $411,028
- Other revenue
- $141,457
- Total assets, end of year
- $25,614,258
- Total liabilities, end of year
- $349,544
- Net assets or fund balances, end of year
- $25,264,714
- 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
total $7,058,379 · related or exempt $7,058,379
-
2b · Program service revenue: REIMBURSED ADMIN EXPENSES
total $2,712,000 · related or exempt $2,712,000
-
3 · Investment income
total $44,636 · excluded $44,636
-
7a · Gross sales of assets other than inventory
securities $1,601,627
-
7b · Less cost or other basis and sales expenses
securities $1,235,235
-
7c · Gain or loss
securities $366,392
-
7d · Net gain or loss
total $366,392 · excluded $366,392
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $141,457 · excluded $141,457
-
11e · Other revenue, total
$141,457
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $14,100
-
4 · Benefits paid to or for members
total $12,210
-
5 · Compensation of officers, directors and key employees
total $2,440,514
-
7 · Other salaries and wages
total $3,013,687
-
8 · Pension plan contributions
total $574,627
-
9 · Other employee benefits
total $909,911
-
10 · Payroll taxes
total $395,029
-
11b · Fees: legal
total $736,830
-
11c · Fees: accounting
total $58,750
-
11f · Fees: investment management
total $15,230
-
11g · Fees: other
total $159,778
-
12 · Advertising and promotion
total $41,556
-
13 · Office expenses
total $555,800
-
14 · Information technology
total $66,431
-
17 · Travel
total $480,234
-
19 · Conferences, conventions and meetings
total $89,615
-
21 · Payments to affiliates
total $2,139,624
-
22 · Depreciation, depletion and amortization
total $43,122
-
23 · Insurance
total $131,178
-
24a · Other expenses: REPRESENTING AND ORGANI
total $205,672
-
24b · Other expenses: MISCELLANOUS EXPENSE
total $39,150
-
24c · Other expenses: TESTIMONIAL DINNERS
total $32,413
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $193,017 · end of year $26,476
-
2 · Savings and temporary cash investments
beginning of year $1,032,355 · end of year $1,128,015
-
10a · Land, buildings and equipment: cost or other basis
$2,361,527
-
10b · Land, buildings and equipment: accumulated depreciation
$2,264,721
-
10c · Land, buildings and equipment, net
beginning of year $106,947 · end of year $96,806
-
11 · Investments: publicly traded securities
beginning of year $411,154 · end of year $409,385
-
12 · Investments: other securities
beginning of year $13,143,031 · end of year $13,095,908
-
13 · Investments: program-related
beginning of year $10,857,668 · end of year $10,857,668
-
15 · Other assets
beginning of year $400,000 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $38,207 · end of year $31,544
-
25 · Other liabilities
beginning of year $295,000 · end of year $318,000
-
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 $25,810,965 · end of year $25,264,714
Mission and programs · 2024
Mission
REPRESENTS ELIGIBLE MEMBERS IN LABOR RELATED ISSUES INCLUDING CONTRACT NEGOTIATIONS AND COLLECTIVE BARGAINING.
Activities or mission (Part I)
TO PROVIDE ASSISTANCE TO ELIGIBLE MEMBERS IN LABOR RELATED MATTERS.
-
REPRESENTS MEMBERS IN LABOR RELATED ISSUES INCLUDING CONTRACT NEGOTIATIONS AND COLLECTIVE BARGAINING.
As filed on the 2024 return.
Listed in Part VII
-
Brad WorflerBRAD WORFLER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Christine O'ReillyCHRISTINE O'REILLY
VICE PRESIDENT
- Total calculated
- $135,776
- From this org
- $94,711
- From related orgs
- $0
- Other
- $41,065
- Hours/week
- 22 + 13 related
-
Doris KingDORIS KING
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Edwin QuazadaEDWIN QUAZADA
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Fanny BorjasFANNY BORJAS
VICE PRESIDENT
- Total calculated
- $142,406
- From this org
- $100,630
- From related orgs
- $0
- Other
- $41,776
- Hours/week
- 22 + 13 related
-
Frederick WrenFREDERICK WREN
VICE PRESIDENT
- Total calculated
- $210,996
- From this org
- $162,081
- From related orgs
- $0
- Other
- $48,915
- Hours/week
- 22 + 13 related
Schedule J breakdown matched by us
- Base
- $162,081
- Bonus
- $0
- Other
- $0
- Deferred
- $24,177
- Nontaxable benefits
- $24,738
- Filer's total
- $210,996
-
Joseph QuerciaJOSEPH QUERCIA
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lisa LundLISA LUND
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Luca NegrinoLUCA NEGRINO
VICE PRESIDENT
- Total calculated
- $130,109
- From this org
- $89,651
- From related orgs
- $0
- Other
- $40,458
- Hours/week
- 18 + 17 related
-
Michael ColaizzoMICHAEL COLAIZZO
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Michael PasquarettaMICHAEL PASQUARETTA
VICE PRESIDENT
- Total calculated
- $197,065
- From this org
- $149,409
- From related orgs
- $0
- Other
- $47,656
- Hours/week
- 22 + 13 related
Schedule J breakdown matched by us
- Base
- $149,409
- Bonus
- $0
- Other
- $0
- Deferred
- $22,918
- Nontaxable benefits
- $24,738
- Filer's total
- $197,065
-
Nelson RestoNELSON RESTO
VICE PRESIDENT
- Total calculated
- $189,386
- From this org
- $142,577
- From related orgs
- $0
- Other
- $46,809
- Hours/week
- 18 + 17 related
Schedule J breakdown matched by us
- Base
- $142,577
- Bonus
- $0
- Other
- $0
- Deferred
- $22,071
- Nontaxable benefits
- $24,738
- Filer's total
- $189,386
-
Nikki KatemanNIKKI KATEMAN
VICE PRESIDENT
- Total calculated
- $197,837
- From this org
- $149,816
- From related orgs
- $0
- Other
- $48,021
- Hours/week
- 18 + 17 related
Schedule J breakdown matched by us
- Base
- $149,816
- Bonus
- $0
- Other
- $0
- Deferred
- $23,283
- Nontaxable benefits
- $24,738
- Filer's total
- $197,837
-
Robert ColetteROBERT COLETTE
VICE PRESIDENT (P)
- Total calculated
- $0
- Hours/week
- 1
-
Rosalma LafontaineROSALMA LAFONTAINE
RECORDING SECRETARY
- Total calculated
- $166,176
- From this org
- $121,854
- From related orgs
- $0
- Other
- $44,322
- Hours/week
- 22 + 13 related
Schedule J breakdown matched by us
- Base
- $121,854
- Bonus
- $0
- Other
- $0
- Deferred
- $19,584
- Nontaxable benefits
- $24,738
- Filer's total
- $166,176
-
Walford WaughWALFORD WAUGH
VICE PRESIDENT
- Total calculated
- $5,598
- From this org
- $5,598
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Yomaira FranquiYOMAIRA FRANQUI
VICE PRESIDENT
- Total calculated
- $132,435
- From this org
- $113,379
- From related orgs
- $0
- Other
- $19,056
- Hours/week
- 18 + 17 related
-
Alexander ChuALEXANDER CHU
VICE PRESIDENT (P)
- Total calculated
- $0
- Hours/week
- 1
-
Andrew GirardANDREW GIRARD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
John R DursoJOHN R DURSO
PRESIDENT
- Total calculated
- $444,094
- From this org
- $371,269
- From related orgs
- $0
- Other
- $72,825
- Hours/week
- 35 + 22 related
Schedule J breakdown matched by us
- Base
- $371,269
- Bonus
- $0
- Other
- $0
- Deferred
- $48,087
- Nontaxable benefits
- $24,738
- Filer's total
- $444,094
-
Joseph FontanoJOSEPH FONTANO
SECRETARY-TREASURER
- Total calculated
- $295,015
- From this org
- $236,917
- From related orgs
- $0
- Other
- $58,098
- Hours/week
- 22 + 13 related
Schedule J breakdown matched by us
- Base
- $236,917
- Bonus
- $0
- Other
- $0
- Deferred
- $33,360
- Nontaxable benefits
- $24,738
- Filer's total
- $295,015
-
Neil GonzalvoNEIL GONZALVO
EXEC. VICE PRESIDENT
- Total calculated
- $280,871
- From this org
- $224,705
- From related orgs
- $0
- Other
- $56,166
- Hours/week
- 20 + 15 related
Schedule J breakdown matched by us
- Base
- $224,705
- Bonus
- $0
- Other
- $0
- Deferred
- $31,428
- Nontaxable benefits
- $24,738
- Filer's total
- $280,871
-
Earl MathurinEARL MATHURIN
ASST. TO FUNDS ADMINISTRAT
- Total calculated
- $253,648
- From this org
- $200,268
- From related orgs
- $0
- Other
- $53,380
- Hours/week
- 18 + 17 related
Schedule J breakdown matched by us
- Base
- $200,268
- Bonus
- $0
- Other
- $0
- Deferred
- $28,642
- Nontaxable benefits
- $24,738
- Filer's total
- $253,648
-
Edward CimafonteEDWARD CIMAFONTE
IT DIRECTOR
- Total calculated
- $250,852
- From this org
- $197,457
- From related orgs
- $0
- Other
- $53,395
- Hours/week
- 18 + 17 related
Schedule J breakdown matched by us
- Base
- $197,457
- Bonus
- $0
- Other
- $0
- Deferred
- $28,657
- Nontaxable benefits
- $24,738
- Filer's total
- $250,852
-
Elena DundonELENA DUNDON
SENIOR DIRECTOR OF OPERATI
- Total calculated
- $257,302
- From this org
- $203,216
- From related orgs
- $0
- Other
- $54,086
- Hours/week
- 18 + 17 related
Schedule J breakdown matched by us
- Base
- $203,216
- Bonus
- $0
- Other
- $0
- Deferred
- $29,348
- Nontaxable benefits
- $24,738
- Filer's total
- $257,302
-
Harold MittelHAROLD MITTEL
CONTROLLER
- Total calculated
- $261,387
- From this org
- $207,310
- From related orgs
- $0
- Other
- $54,077
- Hours/week
- 15 + 20 related
Schedule J breakdown matched by us
- Base
- $207,310
- Bonus
- $0
- Other
- $0
- Deferred
- $29,339
- Nontaxable benefits
- $24,738
- Filer's total
- $261,387
-
Saul GuerreroSAUL GUERRERO
UNION REPRESENTATIVE
- Total calculated
- $191,379
- From this org
- $144,356
- From related orgs
- $0
- Other
- $47,023
- Hours/week
- 18 + 17 related
Schedule J breakdown matched by us
- Base
- $144,356
- Bonus
- $0
- Other
- $0
- Deferred
- $22,285
- Nontaxable benefits
- $24,738
- Filer's total
- $191,379
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
- 3 · Approval by the board or compensation committee
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
-
FINANCIAL SUPPORT
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.
-
LOCAL 338 HEALTH AND WELFARE FUND
501(C)(9) · PROVIDES MEDICAL AND WELFARE BENEFITS TO PARTICIPANTS · NY
-
LOCAL 338 REAL ESTATE HOLDINGS CORP
501(C)(2) · HOLDS TITLE TO REAL ESTATE · NY
-
501(C)(3) · CHARITABLE ORGANIZATION · NY
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543219349311954
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