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Nonprofiteer
← RETAIL WHOLESALE & DEPARTMENT STORE UNION

Form 990 for tax year 2022

Filed by RETAIL WHOLESALE & DEPARTMENT STORE UNION.

Totals

Total revenue
$14,103,317
Total expenses
$18,462,538
Contributions and grants received
$89,882
Grants paid
$0
Program service revenue
$0
Investment income
$1,983,648
Other revenue
$12,029,787
Total assets, end of year
$36,404,939
Total liabilities, end of year
$186,742
Net assets or fund balances, end of year
$36,218,197
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.

  • 1e · Government grants (contributions)

    $34,250

  • 1f · All other contributions, gifts and grants

    $55,632

  • 3 · Investment income

    total $512,393 · excluded $512,393

  • 5 · Royalties

    total $40,250 · related or exempt $40,250

  • 7a · Gross sales of assets other than inventory

    securities $6,150,000

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

    securities $4,678,745

  • 7c · Gain or loss

    securities $1,471,255

  • 7d · Net gain or loss

    total $1,471,255 · excluded $1,471,255

  • 11a · Other revenue: UFCW REIMBURSEMENT

    total $11,359,897 · related or exempt $11,359,897

  • 11b · Other revenue: EMPLOYEE RETENTION CREDIT REFUND

    total $446,515 · related or exempt $446,515

  • 11c · Other revenue: SALARY REIMBURSEMENT

    total $105,231 · related or exempt $105,231

  • 11d · All other revenue

    total $77,894 · related or exempt $77,894

  • 11e · Other revenue, total

    $11,989,537

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,045,806

  • 7 · Other salaries and wages

    total $5,543,517

  • 8 · Pension plan contributions

    total $1,074,313

  • 9 · Other employee benefits

    total $1,688,086

  • 10 · Payroll taxes

    total $561,438

  • 11b · Fees: legal

    total $84,923

  • 11c · Fees: accounting

    total $46,818

  • 11f · Fees: investment management

    total $82,354

  • 11g · Fees: other

    total $127,665

  • 13 · Office expenses

    total $415,775

  • 16 · Occupancy

    total $1,504,274

  • 17 · Travel

    total $1,513,099

  • 19 · Conferences, conventions and meetings

    total $1,310,512

  • 20 · Interest

    total $12,362

  • 23 · Insurance

    total $115,804

  • 24a · Other expenses: ORGANIZING AND FIELD SE

    total $1,208,676

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $369,667

  • 24c · Other expenses: CONTRIBUTIONS

    total $282,150

  • 24d · Other expenses: COMPUTER EXPENSES

    total $155,258

  • 24e · All other expenses

    total $320,041

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,610,544 · end of year $1,899,534

  • 12 · Investments: other securities

    beginning of year $47,590,767 · end of year $33,934,095

  • 15 · Other assets

    beginning of year $302,916 · end of year $571,310

  • 25 · Other liabilities

    beginning of year $146,888 · end of year $186,742

  • 27 · Net assets without donor restrictions

    beginning of year $50,357,339 · end of year $36,218,197

Mission and programs · 2022

Mission

TRADE UNION TO ORGANIZE AND PROVIDE SERVICES TO MEMBERS

  • THE UNION PROVIDED SUPPORT TO ITS MEMBERS IN THE AREAS OF COLLECTIVE BARGAINING, WORKER SAFETY, ORGANIZING AND EDUCATION

As filed on the 2022 return.

Listed in Part VII

  • ANGELLA HARDING

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • DANIEL RIGHETTI

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • CHARLES HALL JR

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • DAVID MERTZ

    VICE PRESIDENT

    Total calculated
    $300,419
    From this org
    $242,856
    From related orgs
    $0
    Other
    $57,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,856
    Bonus
    $0
    Other
    $0
    Deferred
    $25,577
    Nontaxable benefits
    $31,986
    Filer's total
    $300,419

  • EDGAR FIELDS

    VICE PRESIDENT

    Total calculated
    $161,665
    From this org
    $161,665
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,665
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $161,665

  • JACK WURM JR

    SECRETARY/TREASURER

    Total calculated
    $140,795
    From this org
    $119,135
    From related orgs
    $0
    Other
    $21,660
    Hours/week
    40 + 5 related

  • JOHN DURSO

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • JOHN WHITAKER

    EXECUTIVE VICE-PRES

    Total calculated
    $187,665
    From this org
    $187,665
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,665
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $187,665

  • JOSEPH DORISMOND

    RECORDER

    Total calculated
    $172,636
    From this org
    $172,636
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,636
    Bonus
    $0
    Other
    $5,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $172,636

  • MARIA BUONAUGURIO

    EXECUTIVE VICE-PRES

    Total calculated
    $14,469
    From this org
    $14,469
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • MICHAEL FLANERY

    VICE PRESIDENT

    Total calculated
    $161,665
    From this org
    $161,665
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,665
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $161,665

  • RANDALL HADLEY

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • ROBERT LAYNG

    SECRETARY/TREASURER

    Total calculated
    $369,412
    From this org
    $302,403
    From related orgs
    $0
    Other
    $67,009
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,570
    Bonus
    $0
    Other
    $833
    Deferred
    $35,023
    Nontaxable benefits
    $31,986
    Filer's total
    $369,412

  • ROGER GROBSTICH

    VICE PRESIDENT

    Total calculated
    $158,473
    From this org
    $158,473
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,473
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $158,473

  • STUART APPELBAUM

    PRESIDENT

    Total calculated
    $393,076
    From this org
    $324,490
    From related orgs
    $0
    Other
    $68,586
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $324,490
    Bonus
    $0
    Other
    $0
    Deferred
    $36,600
    Nontaxable benefits
    $31,986
    Filer's total
    $393,076

  • THELMA WINSTON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • ALVIN RAMNARAIN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • ADAM OBERNAUER

    DIRECTOR OF RETAIL ORGANIZ

    Total calculated
    $160,008
    From this org
    $160,008
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,508
    Bonus
    $0
    Other
    $2,500
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $160,008

  • ADEMOLA OYEFESO

    DIR OF INT'L LEGISLATIVE &

    Total calculated
    $246,545
    From this org
    $191,759
    From related orgs
    $0
    Other
    $54,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,759
    Bonus
    $0
    Other
    $0
    Deferred
    $22,800
    Nontaxable benefits
    $31,986
    Filer's total
    $246,545

  • CHELSEA CONNOR

    COMMUNICATIONS DIRECTOR

    Total calculated
    $235,961
    From this org
    $185,341
    From related orgs
    $0
    Other
    $50,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,841
    Bonus
    $0
    Other
    $2,500
    Deferred
    $18,634
    Nontaxable benefits
    $31,986
    Filer's total
    $235,961

  • ELAINE SOSNICKI

    COMPTROLLER

    Total calculated
    $217,026
    From this org
    $167,023
    From related orgs
    $0
    Other
    $50,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,023
    Bonus
    $0
    Other
    $0
    Deferred
    $18,017
    Nontaxable benefits
    $31,986
    Filer's total
    $217,026

  • JACK CAFFEY

    VICE PRESIDENT

    Total calculated
    $213,366
    From this org
    $213,366
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,533
    Bonus
    $0
    Other
    $833
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $213,366

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

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.

  • RWDSU REALTY CORP

    501 (C) 2 · TITLE HOLDING COMPANY FOR RETAIL WHOLESALE & DEPARTMENT STORE UNION · NY · controlled entity

    Directly controlled by RETAIL WHOLESALE & DEPARTMENT STORE UNION

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323199349321842

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