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← MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT

Form 990 for tax year 2023

Filed by MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT.

Totals

Total revenue
$321,383
Total expenses
$357,807
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$302,583
Investment income
$18,800
Other revenue
$0
Total assets, end of year
$852,744
Total liabilities, end of year
$18,233
Net assets or fund balances, end of year
$834,511
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 $302,583 · related or exempt $302,583

  • 3 · Investment income

    total $18,800 · excluded $18,800

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $198,590

  • 11a · Fees: management

    total $84,725

  • 11b · Fees: legal

    total $14,400

  • 11f · Fees: investment management

    total $12,237

  • 11g · Fees: other

    total $14,750

  • 13 · Office expenses

    total $25,988

  • 23 · Insurance

    total $7,117

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $160,296 · end of year $101,189

  • 4 · Accounts receivable

    beginning of year $22,641 · end of year $27,819

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,722 · end of year $2,631

  • 11 · Investments: publicly traded securities

    beginning of year $642,477 · end of year $721,105

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,051 · end of year $18,233

  • 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 $811,085 · end of year $834,511

Mission and programs · 2023

Mission

TO PROVIDE LEGAL BENEFIT SERVICES TO ELIGIBLE PARTICIPANTS.

  • LEGAL SERVICES BENEFITS

As filed on the 2023 return.

Listed in Part VII

  • Daniel Pedersen

    UNION TRUSTEE & CHAIRMAN

    Total calculated
    $335,983
    From this org
    $0
    From related orgs
    $291,923
    Other
    $44,060
    Hours/week
    2 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,923 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,800 related
    Nontaxable benefits
    $0 + $33,260 related
    Filer's total
    $0 + $335,983 related

  • Kimberly Welch-Harlan

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Nate Clark

    ALTERNATE UNION TRUSTEE

    Total calculated
    $137,500
    From this org
    $0
    From related orgs
    $104,840
    Other
    $32,660
    Hours/week
    1 + 40 related

  • Rowena Green

    UNION TRUSTEE

    Total calculated
    $174,758
    From this org
    $0
    From related orgs
    $144,984
    Other
    $29,774
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,984 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,718 related
    Nontaxable benefits
    $0 + $24,056 related
    Filer's total
    $0 + $174,758 related

  • Rylan Norris

    ALTERNATIVE EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Stephanie Villalpando

    UNION TRUSTEE

    Total calculated
    $141,936
    From this org
    $0
    From related orgs
    $127,899
    Other
    $14,037
    Hours/week
    1 + 54 related

  • Steve Yancey

    EMPLOYER TRUSTEE & SECRETA

    Total calculated
    $0
    Hours/week
    2 + 40 related

  • Margaritte Thomas

    UNION TRUSTEE

    Total calculated
    $142,015
    From this org
    $0
    From related orgs
    $109,355
    Other
    $32,660
    Hours/week
    1 + 50 related

  • Dawn McClanahan

    ALTERNATIVE UNION TRUSTEE

    Total calculated
    $138,192
    From this org
    $0
    From related orgs
    $110,240
    Other
    $27,952
    Hours/week
    1 + 40 related

  • Jessica Offenbacher

    EMPLOYEE TRUSTEE

    Total calculated
    $0
    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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE KROGER CO

  • HOLLYWOOD MARKETS

  • DARLING INGREDIENTS INC

Provenance

Return type
form_990
Tax year
2023
Filed
18 February 2025
IRS schema version
2023v6.0
Source object
202540499349301689

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