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Nonprofiteer
← RETAIL WHOLESALE & DEPARTMENT STORE UNION

Form 990 for tax year 2024

Filed by RETAIL WHOLESALE & DEPARTMENT STORE UNION.

Totals

Total revenue
$15,068,095
Total expenses
$16,436,124
Contributions and grants received
$16,500
Grants paid
$0
Program service revenue
$0
Investment income
$2,840,605
Other revenue
$12,210,990
Total assets, end of year
$37,161,397
Total liabilities, end of year
$223,867
Net assets or fund balances, end of year
$36,937,530
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)

    $16,500

  • 3 · Investment income

    total $1,871,007 · excluded $1,871,007

  • 5 · Royalties

    total $63,262 · related or exempt $63,262

  • 7a · Gross sales of assets other than inventory

    securities $969,598

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

    securities $0

  • 7c · Gain or loss

    securities $969,598

  • 7d · Net gain or loss

    total $969,598 · excluded $969,598

  • 11a · Other revenue: UFCW REIMBURSEMENT

    total $10,952,310 · related or exempt $10,952,310

  • 11b · Other revenue: JSF ORGANIZING REIMBURSEMENT

    total $802,934 · related or exempt $802,934

  • 11c · Other revenue: SALARY REIMBURSEMENT

    total $189,597 · related or exempt $189,597

  • 11d · All other revenue

    total $202,887 · related or exempt $202,887

  • 11e · Other revenue, total

    $12,147,728

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,303,990

  • 7 · Other salaries and wages

    total $5,061,680

  • 9 · Other employee benefits

    total $2,466,714

  • 10 · Payroll taxes

    total $558,389

  • 11b · Fees: legal

    total $51,185

  • 11c · Fees: accounting

    total $42,935

  • 11f · Fees: investment management

    total $46,923

  • 11g · Fees: other

    total $76,500

  • 13 · Office expenses

    total $232,864

  • 14 · Information technology

    total $120,221

  • 16 · Occupancy

    total $1,488,050

  • 17 · Travel

    total $1,040,034

  • 19 · Conferences, conventions and meetings

    total $330,218

  • 20 · Interest

    total $2,331

  • 23 · Insurance

    total $80,789

  • 24a · Other expenses: ORGANZING AND FILED SER

    total $2,097,242

  • 24b · Other expenses: UFCW RETIREE HEALTHCARE

    total $226,183

  • 24c · Other expenses: CONTRIBUTIONS

    total $111,500

  • 24d · Other expenses: RESEARCH AND EDUCATION

    total $54,731

  • 24e · All other expenses

    total $43,645

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,340,062 · end of year $3,836,079

  • 12 · Investments: other securities

    beginning of year $33,304,998 · end of year $33,090,495

  • 15 · Other assets

    beginning of year $411,268 · end of year $234,823

  • 25 · Other liabilities

    beginning of year $195,601 · end of year $223,867

  • 27 · Net assets without donor restrictions

    beginning of year $35,860,727 · end of year $36,937,530

Mission and programs · 2024

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 2024 return.

Listed in Part VII

  • CHARLES HALL

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported

  • DAVID MERTZ

    VICE PRESIDENT

    Total calculated
    $308,057
    From this org
    $236,466
    From related orgs
    $0
    Other
    $71,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,466
    Bonus
    $0
    Other
    $0
    Deferred
    $33,887
    Nontaxable benefits
    $37,704
    Filer's total
    $308,057

  • JOSEPH DORISMOND

    SECRETARY/TREASURER

    Total calculated
    $338,038
    From this org
    $265,754
    From related orgs
    $0
    Other
    $72,284
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $263,671
    Bonus
    $0
    Other
    $2,083
    Deferred
    $37,273
    Nontaxable benefits
    $35,011
    Filer's total
    $338,038

  • MARIA BUONAUGURIO

    RECORDER

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

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

  • JOHN WHITAKER

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $261,984
    From this org
    $217,905
    From related orgs
    $0
    Other
    $44,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,905
    Bonus
    $0
    Other
    $0
    Deferred
    $6,752
    Nontaxable benefits
    $37,327
    Filer's total
    $261,984

  • JACK CAFFEY

    VICE PRESIDENT

    Total calculated
    $273,617
    From this org
    $208,225
    From related orgs
    $0
    Other
    $65,392
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,225
    Bonus
    $0
    Other
    $0
    Deferred
    $30,619
    Nontaxable benefits
    $34,773
    Filer's total
    $273,617

  • EDGAR FIELDS

    VICE PRESIDENT

    Total calculated
    $171,548
    From this org
    $171,548
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,548
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $171,548

  • MICHAEL FLANERY

    VICE PRESIDENT

    Total calculated
    $171,548
    From this org
    $171,548
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,548
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $171,548

  • ROGER GROBSICH

    VICE PRESIDENT

    Total calculated
    $171,548
    From this org
    $171,548
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,548
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $171,548

  • DANIEL RIGHETTI

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported

  • PHIL DARCANGELO

    VICE PRESIDENT

    Total calculated
    $6,250
    From this org
    $6,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $6,250
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $6,250

  • JOHN DURSO

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported

  • RANDY HADLEY

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported

  • SHAUN KAVANAGH

    VICE PRESIDENT

    Total calculated
    $1,250
    From this org
    $1,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,250
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,250

  • FELIX OCASIO

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported

  • THELMA WINSTON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    not reported

  • STUART APPELBAUM

    PRESIDENT

    Total calculated
    $403,542
    From this org
    $322,835
    From related orgs
    $0
    Other
    $80,707
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $322,835
    Bonus
    $0
    Other
    $0
    Deferred
    $43,352
    Nontaxable benefits
    $37,355
    Filer's total
    $403,542

  • ANAND PATEL

    CONTROLLER

    Total calculated
    $239,791
    From this org
    $176,502
    From related orgs
    $0
    Other
    $63,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,502
    Bonus
    $0
    Other
    $0
    Deferred
    $27,109
    Nontaxable benefits
    $36,180
    Filer's total
    $239,791

  • ADEMOLA OYEFESO

    LEGISALTIVE AFFAIRS

    Total calculated
    $255,987
    From this org
    $191,903
    From related orgs
    $0
    Other
    $64,084
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,903
    Bonus
    $0
    Other
    $0
    Deferred
    $29,552
    Nontaxable benefits
    $34,532
    Filer's total
    $255,987

  • CHELSEA CONNOR

    COMMUNICATIONS DIRECTOR

    Total calculated
    $240,606
    From this org
    $178,614
    From related orgs
    $0
    Other
    $61,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,114
    Bonus
    $0
    Other
    $2,500
    Deferred
    $26,905
    Nontaxable benefits
    $35,087
    Filer's total
    $240,606

  • ADAM OBERNAUER

    DIRECTOR OF RETAIL ORGANIZATION

    Total calculated
    $230,922
    From this org
    $169,042
    From related orgs
    $0
    Other
    $61,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,542
    Bonus
    $0
    Other
    $2,500
    Deferred
    $25,866
    Nontaxable benefits
    $36,014
    Filer's total
    $230,922

  • ROBERT WARE

    DIRECTOR MIDWEST REGION

    Total calculated
    $230,881
    From this org
    $170,387
    From related orgs
    $0
    Other
    $60,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,887
    Bonus
    $0
    Other
    $2,500
    Deferred
    $26,671
    Nontaxable benefits
    $33,823
    Filer's total
    $230,881

  • ROBERT LAYNG

    SECRETARY/TREASURER

    Total calculated
    $206,192
    From this org
    $170,192
    From related orgs
    $0
    Other
    $36,000
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $170,192
    Bonus
    $0
    Other
    $0
    Deferred
    $22,631
    Nontaxable benefits
    $13,369
    Filer's total
    $206,192

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
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349303333

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