Form 990 for tax year 2023
Filed by UNITED FOOD & COMMERICAL WORKERS UNION LOCAL 328 AFL-CIO.
Totals
- Total revenue
- $5,703,922
- Total expenses
- $5,969,485
- Contributions and grants received
- $0
- Grants paid
- $25,000
- Program service revenue
- $5,609,777
- Investment income
- $94,012
- Other revenue
- $133
- Total assets, end of year
- $4,926,976
- Total liabilities, end of year
- $13,124
- Net assets or fund balances, end of year
- $4,913,852
- 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 $5,545,206 · related or exempt $5,545,206
-
2b · Program service revenue: SUBSIDY FROM INTERNATI
total $64,571 · related or exempt $64,571
-
3 · Investment income
total $123,388 · excluded $123,388
-
7a · Gross sales of assets other than inventory
securities $870,349
-
7b · Less cost or other basis and sales expenses
securities $899,725
-
7c · Gain or loss
securities -$29,376
-
7d · Net gain or loss
total -$29,376 · excluded -$29,376
-
11a · Other revenue: MISCELLANEOUS INCOME
total $133 · excluded $133
-
11e · Other revenue, total
$133
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $25,000
-
5 · Compensation of officers, directors and key employees
total $1,877,338
-
7 · Other salaries and wages
total $514,702
-
8 · Pension plan contributions
total $98,566
-
9 · Other employee benefits
total $171,752
-
10 · Payroll taxes
total $159,592
-
11b · Fees: legal
total $132,814
-
11c · Fees: accounting
total $35,150
-
11d · Fees: lobbying
total $102,000
-
11f · Fees: investment management
total $41,114
-
11g · Fees: other
total $58,828
-
12 · Advertising and promotion
total $450
-
13 · Office expenses
total $105,511
-
14 · Information technology
total $21,071
-
16 · Occupancy
total $58,334
-
17 · Travel
total $184,523
-
19 · Conferences, conventions and meetings
total $77,548
-
21 · Payments to affiliates
total $1,866,816
-
22 · Depreciation, depletion and amortization
total $90,987
-
23 · Insurance
total $30,792
-
24a · Other expenses: DUES & FEES
total $208,882
-
24b · Other expenses: DONATIONS & FLOWERS/GIF
total $76,914
-
24c · Other expenses: PRINTING & PUBLICATION
total $26,552
-
24d · Other expenses: PERSONAL PROPERTY TAX
total $4,194
-
24e · All other expenses
total $55
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,844 · end of year $12,132
-
2 · Savings and temporary cash investments
beginning of year $877,400 · end of year $756,563
-
10a · Land, buildings and equipment: cost or other basis
$1,271,075
-
10b · Land, buildings and equipment: accumulated depreciation
$780,546
-
10c · Land, buildings and equipment, net
beginning of year $415,174 · end of year $490,529
-
11 · Investments: publicly traded securities
beginning of year $3,779,543 · end of year $3,667,752
-
17 · Accounts payable and accrued expenses
beginning of year $11,838 · end of year $13,124
-
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 $5,066,123 · end of year $4,913,852
Mission and programs · 2023
Mission
UNITED FOOD & COMMERCIAL WORKERS UNION, LOCAL 328 IS A MEMBER ORGANIZATION FOR THE PURPOSE OF COLLECTIVE BARGAINING.
-
UNITED FOOD & COMMERCIAL WORKERS UNION, LOCAL 328 IS A MEMBER ORGANIZATION FOR THE PURPOSE OF COLLECTIVE BARGAINING.
As filed on the 2023 return.
Listed in Part VII
-
Adan Sales GarciaADAN SALES GARCIA
VP/UNION REP
- Total calculated
- $135,076
- From this org
- $102,501
- From related orgs
- $0
- Other
- $32,575
- Hours/week
- 40
-
Alfred GarnettALFRED GARNETT
VICE PRESIDENT
- Total calculated
- $4,365
- From this org
- $3,890
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Alice PasqualALICE PASQUAL
VICE PRESIDENT
- Total calculated
- $3,715
- From this org
- $3,240
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Cynthia EstevaoCYNTHIA ESTEVAO
VP/DIRECTOR OF FINANCE
- Total calculated
- $184,838
- From this org
- $152,029
- From related orgs
- $0
- Other
- $32,809
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,359
- Bonus
- $0
- Other
- $7,670
- Deferred
- $14,634
- Nontaxable benefits
- $18,175
- Filer's total
- $184,838
-
Dana ChambersDANA CHAMBERS
VP/ UNION REP
- Total calculated
- $126,619
- From this org
- $94,118
- From related orgs
- $0
- Other
- $32,501
- Hours/week
- 40
-
Debra DibiasioDEBRA DIBIASIO
VICE PRESIDENT
- Total calculated
- $4,365
- From this org
- $3,890
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Domenic PontarelliDOMENIC PONTARELLI
SECRETARY/TREASURER
- Total calculated
- $196,143
- From this org
- $163,267
- From related orgs
- $0
- Other
- $32,876
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,474
- Bonus
- $0
- Other
- $6,793
- Deferred
- $14,634
- Nontaxable benefits
- $18,242
- Filer's total
- $196,143
-
Donald PontarelliDONALD PONTARELLI
VICE PRESIDENT
- Total calculated
- $4,365
- From this org
- $3,890
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Gina RoyGINA ROY
VICE PRESIDENT
- Total calculated
- $4,365
- From this org
- $3,890
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Jacquelyn WatsonJACQUELYN WATSON
VICE PRESIDENT
- Total calculated
- $4,040
- From this org
- $3,565
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
John RussellJOHN RUSSELL
VICE PRESIDENT (AS OF 9/23)
- Total calculated
- $1,094
- From this org
- $975
- From related orgs
- $0
- Other
- $119
- Hours/week
- 1
-
Joseph RenziJOSEPH RENZI
FORMER RECORDER/VP
- Total calculated
- $195,637
- From this org
- $162,774
- From related orgs
- $0
- Other
- $32,863
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,169
- Bonus
- $0
- Other
- $8,605
- Deferred
- $14,634
- Nontaxable benefits
- $18,229
- Filer's total
- $195,637
-
Joyce BabineauJOYCE BABINEAU
VICE PRESIDENT
- Total calculated
- $4,365
- From this org
- $3,890
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Judith SnarkyJUDITH SNARKY
VICE PRESIDENT
- Total calculated
- $4,365
- From this org
- $3,890
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Matthew CostaMATTHEW COSTA
VP/UNION REP
- Total calculated
- $146,710
- From this org
- $114,119
- From related orgs
- $0
- Other
- $32,591
- Hours/week
- 40
-
Matthew SorbelloMATTHEW SORBELLO
VICE PRESIDENT
- Total calculated
- $4,040
- From this org
- $3,565
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Melissa GaethofsMELISSA GAETHOFS
VICE PRESIDENT
- Total calculated
- $4,050
- From this org
- $3,575
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Michael MatiasMICHAEL MATIAS
VP/UNION REP
- Total calculated
- $183,784
- From this org
- $150,975
- From related orgs
- $0
- Other
- $32,809
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,359
- Bonus
- $0
- Other
- $6,616
- Deferred
- $14,634
- Nontaxable benefits
- $18,175
- Filer's total
- $183,784
-
Micheael PietrosMICHEAEL PIETROS
VICE PRESIDENT
- Total calculated
- $4,040
- From this org
- $3,565
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Robert CerratoROBERT CERRATO
VP/UNION REP
- Total calculated
- $105,111
- From this org
- $72,302
- From related orgs
- $0
- Other
- $32,809
- Hours/week
- 40
-
Robert CollinsROBERT COLLINS
VICE PRESIDENT
- Total calculated
- $3,400
- From this org
- $2,925
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Samuel MarvinSAMUEL MARVIN
VP/UNION REP
- Total calculated
- $151,504
- From this org
- $118,868
- From related orgs
- $0
- Other
- $32,636
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $112,904
- Bonus
- $0
- Other
- $5,964
- Deferred
- $14,634
- Nontaxable benefits
- $18,002
- Filer's total
- $151,504
-
Sandra NataleSANDRA NATALE
RECORDER/UNION REP
- Total calculated
- $146,699
- From this org
- $114,108
- From related orgs
- $0
- Other
- $32,591
- Hours/week
- 40
-
Stephanie WalkerSTEPHANIE WALKER
VICE PRESIDENT (AS OF 9/23)
- Total calculated
- $1,308
- From this org
- $1,189
- From related orgs
- $0
- Other
- $119
- Hours/week
- 1
-
Terry CarvalhoTERRY CARVALHO
VICE PRESIDENT
- Total calculated
- $808
- From this org
- $650
- From related orgs
- $0
- Other
- $158
- Hours/week
- 1
-
Ti-Mia TavaresTI-MIA TAVARES
VICE PRESIDENT
- Total calculated
- $4,531
- From this org
- $4,056
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
-
Timothy MeliaTIMOTHY MELIA
PRESIDENT
- Total calculated
- $243,961
- From this org
- $210,862
- From related orgs
- $0
- Other
- $33,099
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $197,029
- Bonus
- $0
- Other
- $13,833
- Deferred
- $14,634
- Nontaxable benefits
- $18,465
- Filer's total
- $243,961
-
Valerie GiblinVALERIE GIBLIN
VICE PRESIDENT
- Total calculated
- $4,040
- From this org
- $3,565
- From related orgs
- $0
- Other
- $475
- Hours/week
- 1
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
The filer's explanations (Part III)
- PART I, LINE 3
- THE COMPENSATION IS APPROVED BY THE EXECUTIVE BOARD.
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.
-
UFCW LOCAL 328 CHARITABLE FOUNDATION
501(C)(3) · CHARITABLE · RI · controlled entity
Directly controlled by UFCW LOCAL 328
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202421229349302402
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