Skip to content
Nonprofiteer
← RETAIL WHOLESALE & DEPARTMENT STORE UNION

Form 990 for tax year 2024

Filed by RETAIL WHOLESALE & DEPARTMENT STORE UNION.

Totals

Total revenue
$5,625,140
Total expenses
$5,230,549
Contributions and grants received
$0
Grants paid
$94,900
Program service revenue
$4,088,146
Investment income
$1,519,925
Other revenue
$17,069
Total assets, end of year
$22,250,343
Total liabilities, end of year
$22,675
Net assets or fund balances, end of year
$22,227,668
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: DUES

    total $3,884,641 · related or exempt $3,884,641

  • 2b · Program service revenue: INITITATION FEES

    total $203,505 · related or exempt $203,505

  • 3 · Investment income

    total $422,961 · excluded $422,961

  • 7a · Gross sales of assets other than inventory

    securities $6,896,529

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

    securities $5,799,565

  • 7c · Gain or loss

    securities $1,096,964

  • 7d · Net gain or loss

    total $1,096,964 · excluded $1,096,964

  • 11a · Other revenue: OTHER INCOME

    total $17,069 · related or exempt $17,069

  • 11e · Other revenue, total

    $17,069

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $94,900

  • 5 · Compensation of officers, directors and key employees

    total $191,524

  • 7 · Other salaries and wages

    total $1,461,766

  • 8 · Pension plan contributions

    total $344,885

  • 9 · Other employee benefits

    total $106,364

  • 10 · Payroll taxes

    total $130,176

  • 11b · Fees: legal

    total $238,115

  • 11c · Fees: accounting

    total $71,404

  • 11f · Fees: investment management

    total $100,389

  • 11g · Fees: other

    total $13,650

  • 13 · Office expenses

    total $186,823

  • 14 · Information technology

    total $92,463

  • 16 · Occupancy

    total $163,714

  • 17 · Travel

    total $430,447

  • 19 · Conferences, conventions and meetings

    total $72,992

  • 21 · Payments to affiliates

    total $1,391,046

  • 22 · Depreciation, depletion and amortization

    total $43,297

  • 23 · Insurance

    total $39,194

  • 24a · Other expenses: ORGANIZING

    total $30,107

  • 24b · Other expenses: GIFTS AND HOLIDAY EXPEN

    total $24,357

  • 24c · Other expenses: EQUIPMENT MAINTENANCE

    total $2,936

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $648,794 · end of year $400,450

  • 2 · Savings and temporary cash investments

    beginning of year $57,785 · end of year $312,786

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

    $755,590

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

    $635,559

  • 10c · Land, buildings and equipment, net

    beginning of year $157,488 · end of year $120,031

  • 11 · Investments: publicly traded securities

    beginning of year $20,385,288 · end of year $20,778,216

  • 15 · Other assets

    beginning of year $597,302 · end of year $638,860

  • 25 · Other liabilities

    beginning of year $13,580 · end of year $22,675

  • 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 $21,833,077 · end of year $22,227,668

Mission and programs · 2024

Mission

ORGANIZED TO DEFEND, ADVANCE AND SAFEGUARD THE ECONOMIC AND SOCIAL WELFARE OF ALL WORKERS,SECURE SANITARY CONDITIONS IN THEIR PLACES OF EMPLOYMENT, PROMOTE HUMAN TREATMENT ON THE PART OF EMPLOYERS, ESTABLISH WAGE STANDARDS AND IMPROVE THE MATERIAL AND ECONOMIC WELL BEING OF ALL UNION MEMBERS. THE UNION REPRESENTS WORKERS PRIMARILY IN THE RETAIL, FOOD SERVICE, AIRLINE, CATERING AND MANUFACTURING INDUSTRIES.

Activities or mission (Part I)

TO ORGANIZE ALL WORKERS FOR THE ECONOMIC ADVANCEMENT OF THEIR CONDITION AND STATUS.

  • REPRESENTS MEMBERS IN LABOR RELATED ISSUES INCLUDING CONTRACT NEGOTIATIONS AND COLLECTIVE BARGAINING.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jack Caffey

    DEPUTY TRUSTEE

    Total calculated
    $247
    From this org
    $247
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Roger Grobstich

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Mertz

    DEPUTY TRUSTEE

    Total calculated
    $359
    From this org
    $359
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Thomas Rowland

    COO

    Total calculated
    $191,524
    From this org
    $182,878
    From related orgs
    $0
    Other
    $8,646
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,878
    Bonus
    $0
    Other
    $0
    Deferred
    $7,216
    Nontaxable benefits
    $1,430
    Filer's total
    $191,524

  • Angelo Cione

    DIR. INTERNAL OPERATIONS

    Total calculated
    $342,050
    From this org
    $277,428
    From related orgs
    $0
    Other
    $64,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,428
    Bonus
    $0
    Other
    $0
    Deferred
    $41,358
    Nontaxable benefits
    $23,264
    Filer's total
    $342,050

  • John Sloane

    ASST. CONTROLLER

    Total calculated
    $244,388
    From this org
    $191,850
    From related orgs
    $0
    Other
    $52,538
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,850
    Bonus
    $0
    Other
    $0
    Deferred
    $29,384
    Nontaxable benefits
    $23,154
    Filer's total
    $244,388

  • Eric Schwartz

    FIELD DIRECTOR

    Total calculated
    $192,042
    From this org
    $160,876
    From related orgs
    $0
    Other
    $31,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,876
    Bonus
    $0
    Other
    $0
    Deferred
    $22,834
    Nontaxable benefits
    $8,332
    Filer's total
    $192,042

  • Jennifer Deleonardis

    FUNDS ADMINISTRATOR

    Total calculated
    $219,860
    From this org
    $172,308
    From related orgs
    $0
    Other
    $47,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,308
    Bonus
    $0
    Other
    $0
    Deferred
    $24,535
    Nontaxable benefits
    $23,017
    Filer's total
    $219,860

  • Michael Gerbe

    I.T. MANAGER

    Total calculated
    $211,928
    From this org
    $163,349
    From related orgs
    $0
    Other
    $48,579
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,349
    Bonus
    $0
    Other
    $0
    Deferred
    $25,526
    Nontaxable benefits
    $23,053
    Filer's total
    $211,928

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

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 1102 RETIREMENT TRUST

    501 (A) · RETIREMENT · NY

  • LOCAL 1102 RETIREMENT FUND

    501 (A) · RETIREMENT · NY

  • STOREWORKERS RETIREMENT PLAN

    501 (A) · RETIREMENT · NY

  • LOCAL 1102 HEALTH AND BENEFIT

    501(C)(9) · HEALTH · NY

  • LOCAL 1102 401(K) RETIREMENT PLAN

    501 (A) · RETIREMENT · NY

  • LOCAL 1102 AMALGAMATED PENSION FUND

    501 (A) · RETIREMENT · NY

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2025
IRS schema version
2024v5.1
Source object
202521339349303167

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.