Form 990 for tax year 2023
Filed by RETAIL WHOLESALE & DEPARTMENT STORE UNION.
Totals
- Total revenue
- $4,754,635
- Total expenses
- $4,800,372
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,945,947
- Investment income
- $667,802
- Other revenue
- $140,886
- Total assets, end of year
- $21,846,657
- Total liabilities, end of year
- $13,580
- Net assets or fund balances, end of year
- $21,833,077
- 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 $3,699,666 · related or exempt $3,699,666
-
2b · Program service revenue: INITIATION FEES
total $246,281 · related or exempt $246,281
-
3 · Investment income
total $373,458 · related or exempt $373,458
-
7a · Gross sales of assets other than inventory
securities $3,672,146
-
7b · Less cost or other basis and sales expenses
securities $3,377,802
-
7c · Gain or loss
securities $294,344
-
7d · Net gain or loss
total $294,344 · related or exempt $294,344
-
11a · Other revenue: MISC. INCOME
total $110,056 · related or exempt $110,056
-
11b · Other revenue: REIMBURSED ORGANIZING EXPENSE
total $30,830 · related or exempt $30,830
-
11e · Other revenue, total
$140,886
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,166,088
-
7 · Other salaries and wages
total $452,997
-
8 · Pension plan contributions
total $247,895
-
9 · Other employee benefits
total $230,945
-
10 · Payroll taxes
total $101,317
-
11b · Fees: legal
total $286,519
-
11c · Fees: accounting
total $13,734
-
11f · Fees: investment management
total $81,580
-
13 · Office expenses
total $187,251
-
14 · Information technology
total $27,302
-
16 · Occupancy
total $137,662
-
17 · Travel
total $95,033
-
19 · Conferences, conventions and meetings
total $61,544
-
22 · Depreciation, depletion and amortization
total $43,185
-
23 · Insurance
total $35,800
-
24a · Other expenses: PER CAPITA TAXES
total $1,360,053
-
24b · Other expenses: AUTO AND LOCAL TRAVEL
total $156,415
-
24c · Other expenses: POLITICAL & CHARITABLE
total $59,162
-
24d · Other expenses: GIFT AND HOLIDAY EXPENS
total $20,998
-
24e · All other expenses
total $34,892
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $961,052 · end of year $648,794
-
2 · Savings and temporary cash investments
beginning of year $56,934 · end of year $57,785
-
10a · Land, buildings and equipment: cost or other basis
$749,750
-
10b · Land, buildings and equipment: accumulated depreciation
$592,262
-
10c · Land, buildings and equipment, net
beginning of year $179,659 · end of year $157,488
-
11 · Investments: publicly traded securities
beginning of year $20,255,833 · end of year $20,385,288
-
15 · Other assets
beginning of year $440,711 · end of year $597,302
-
25 · Other liabilities
beginning of year $15,375 · end of year $13,580
-
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 $21,878,814 · end of year $21,833,077
Mission and programs · 2023
Mission
ATTACHMENT 1
Activities or mission (Part I)
TO ORGANIZE ALL WORKERS FOR THE ECONOMIC ADVANCEMENT OF THEIR CONDITION AND STATUS.
-
REPRESENTS MEMBERS IN LABOR REALTED ISSUES INCLUDING CONTRACT NEGOTIATIONS AND COLLECTIVE BARGAINING.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Angelo CioneANGELO CIONE
TRUSTEE
- Total calculated
- $330,714
- From this org
- $263,893
- From related orgs
- $0
- Other
- $66,821
- Hours/week
- 9 + 31 related
Schedule J breakdown matched by us
- Base
- $263,893
- Bonus
- $0
- Other
- $0
- Deferred
- $41,008
- Nontaxable benefits
- $25,813
- Filer's total
- $330,714
-
James FassanoJAMES FASSANO
EXECUTIVE BOARD
- Total calculated
- $5,200
- From this org
- $5,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Lamhat SyedLAMHAT SYED
EXECUTIVE BOARD
- Total calculated
- $2,500
- From this org
- $2,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Doreen CampsonDOREEN CAMPSON
EXECUTIVE BOARD
- Total calculated
- $5,785
- From this org
- $5,785
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Gilbert McGarveyGILBERT MCGARVEY
EXECUTIVE BOARD
- Total calculated
- $3,750
- From this org
- $3,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Nadine RobertsNADINE ROBERTS
EXECUTIVE BOARD
- Total calculated
- $5,200
- From this org
- $5,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Orville TitusORVILLE TITUS
EXECUTIVE BOARD
- Total calculated
- $2,500
- From this org
- $2,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Frantz VieuxFRANTZ VIEUX
EXECUTIVE BOARD
- Total calculated
- $5,200
- From this org
- $5,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
George LeitenisGEORGE LEITENIS
EXECUTIVE BOARD
- Total calculated
- $2,500
- From this org
- $2,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Mary MarketMARY MARKET
EXECUTIVE BOARD
- Total calculated
- $5,200
- From this org
- $5,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Jessica BenavidesJESSICA BENAVIDES
TRUSTEE
- Total calculated
- $157,506
- From this org
- $112,793
- From related orgs
- $0
- Other
- $44,713
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $112,793
- Bonus
- $0
- Other
- $0
- Deferred
- $19,423
- Nontaxable benefits
- $25,290
- Filer's total
- $157,506
-
John SloaneJOHN SLOANE
TRUSTEE
- Total calculated
- $224,751
- From this org
- $174,727
- From related orgs
- $0
- Other
- $50,024
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $174,727
- Bonus
- $0
- Other
- $0
- Deferred
- $28,508
- Nontaxable benefits
- $21,516
- Filer's total
- $224,751
-
Jennifer DeleonardisJENNIFER DELEONARDIS
TRUSTEE
- Total calculated
- $187,177
- From this org
- $138,960
- From related orgs
- $0
- Other
- $48,217
- Hours/week
- 9 + 31 related
Schedule J breakdown matched by us
- Base
- $138,960
- Bonus
- $0
- Other
- $0
- Deferred
- $22,219
- Nontaxable benefits
- $25,998
- Filer's total
- $187,177
-
Eileen CrosbyEILEEN CROSBY
TRUSTEE
- Total calculated
- $158,070
- From this org
- $112,829
- From related orgs
- $0
- Other
- $45,241
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $112,829
- Bonus
- $0
- Other
- $0
- Deferred
- $19,423
- Nontaxable benefits
- $25,818
- Filer's total
- $158,070
-
Kathleen StalzerKATHLEEN STALZER
EXECUTIVE BOARD
- Total calculated
- $2,500
- From this org
- $2,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Ben DormanBEN DORMAN
TRUSTEE
- Total calculated
- $63,075
- From this org
- $48,496
- From related orgs
- $0
- Other
- $14,579
- Hours/week
- 31 + 9 related
-
David CalhounDAVID CALHOUN
EXECUTIVE BOARD
- Total calculated
- $3,950
- From this org
- $3,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Artavia MilliamARTAVIA MILLIAM
EXECUTIVE BOARD
- Total calculated
- $3,950
- From this org
- $3,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Edward ReiterEDWARD REITER
EXECUTIVE BOARD
- Total calculated
- $3,950
- From this org
- $3,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Adolfo VeraADOLFO VERA
EXECUTIVE BOARD
- Total calculated
- $4,145
- From this org
- $4,145
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Jack CaffeyJACK CAFFEY
DEPUTY TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Roger GrobstichROGER GROBSTICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
David MertzDAVID MERTZ
DEPUTY TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Mayra ValladaresMAYRA VALLADARES
RECORDER
- Total calculated
- $168,600
- From this org
- $122,674
- From related orgs
- $0
- Other
- $45,926
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $122,674
- Bonus
- $0
- Other
- $0
- Deferred
- $20,753
- Nontaxable benefits
- $25,173
- Filer's total
- $168,600
-
Navindra RamnarainNAVINDRA RAMNARAIN
PRESIDENT
- Total calculated
- $384,871
- From this org
- $304,683
- From related orgs
- $0
- Other
- $80,188
- Hours/week
- 33 + 7 related
Schedule J breakdown matched by us
- Base
- $304,683
- Bonus
- $0
- Other
- $0
- Deferred
- $53,665
- Nontaxable benefits
- $26,523
- Filer's total
- $384,871
-
Ryan BrunetRYAN BRUNET
SECRETARY-TREASURER
- Total calculated
- $319,387
- From this org
- $263,625
- From related orgs
- $0
- Other
- $55,762
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,625
- Bonus
- $0
- Other
- $0
- Deferred
- $42,185
- Nontaxable benefits
- $13,577
- Filer's total
- $319,387
-
Thomas RowlandTHOMAS ROWLAND
COO
- Total calculated
- $335,655
- From this org
- $274,229
- From related orgs
- $0
- Other
- $61,426
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $274,229
- Bonus
- $0
- Other
- $0
- Deferred
- $41,117
- Nontaxable benefits
- $20,309
- Filer's total
- $335,655
-
Chrysoula KatsanevasCHRYSOULA KATSANEVAS
MEDICAL SUPERVISOR
- Total calculated
- $157,141
- From this org
- $115,104
- From related orgs
- $0
- Other
- $42,037
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $115,104
- Bonus
- $0
- Other
- $0
- Deferred
- $19,982
- Nontaxable benefits
- $22,055
- Filer's total
- $157,141
-
Michael GerbeMICHAEL GERBE
IT MANAGER
- Total calculated
- $195,915
- From this org
- $148,627
- From related orgs
- $0
- Other
- $47,288
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $148,627
- Bonus
- $0
- Other
- $0
- Deferred
- $24,870
- Nontaxable benefits
- $22,418
- Filer's total
- $195,915
-
Lori KrotzLORI KROTZ
EXECUTIVE ASSISTANT
- Total calculated
- $177,255
- From this org
- $131,828
- From related orgs
- $0
- Other
- $45,427
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $131,828
- Bonus
- $0
- Other
- $0
- Deferred
- $22,525
- Nontaxable benefits
- $22,902
- Filer's total
- $177,255
-
Michael PataneMICHAEL PATANE
CONTROLLER
- Total calculated
- $183,528
- From this org
- $137,802
- From related orgs
- $0
- Other
- $45,726
- Hours/week
- 9 + 31 related
Schedule J breakdown matched by us
- Base
- $137,802
- Bonus
- $0
- Other
- $0
- Deferred
- $22,865
- Nontaxable benefits
- $22,861
- Filer's total
- $183,528
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.
-
LOCAL 1102 RETIREMENT TRUST
501 (A) · RETIREMENT · NY
-
LOCAL 1102 RETIREMENT FUND
501 (A) · RETIREMENT · NY
-
STOREWORKERS RETIREMENT PLAN
501 (A) · RETIREMENT · NY
-
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
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403139349302330
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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