RETAIL WHOLESALE & DEPARTMENT STORE UNION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RETAIL WHOLESALE & DEPARTMENT STORE UNION (EIN 13-1426674)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349303333
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:46:03-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131426674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RETAIL WHOLESALE AND DEPARTMENT STORE | BusinessNameLine1Txt |
| Business Name Line2 | UNION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RETA | BusinessNameControlTxt |
| Phone | 2126845300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 7TH AVENUE SUITE 501 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART APPELBAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126845300 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART KAMELHAR | PreparerPersonNm |
| PTIN | P00185063 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STUART APPELBAUM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 SEVENTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,068,095 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | UNION | OtherOrganizationDsc |
| Formation | 1937 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TRADE UNION TO ORGANIZE AND PROVIDE SERVICES TO MEMBERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $118,881 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,591,694 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,840,605 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,107,425 | PYOtherRevenueAmt |
| CY Other Revenue | $12,210,990 | CYOtherRevenueAmt |
| PY Total Revenue | $13,818,000 | PYTotalRevenueAmt |
| CY Total Revenue | $15,068,095 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,950,161 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,390,773 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,214,650 | PYOtherExpensesAmt |
| CY Other Expenses | $6,045,351 | CYOtherExpensesAmt |
| PY Total Expenses | $17,164,811 | PYTotalExpensesAmt |
| CY Total Expenses | $16,436,124 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,346,811 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,368,029 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,056,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,161,397 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $195,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $223,867 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,860,727 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,937,530 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRADE UNION TO ORGANIZE AND PROVIDE SERVICES TO MEMBERS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE UNION PROVIDED SUPPORT TO ITS MEMBERS IN THE AREAS OF COLLECTIVE BARGAINING, WORKER SAFETY, ORGANIZING AND EDUCATION | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RWDSU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126845300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 7TH AVENUE SUITE 501 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES HALL | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID MERTZ | |||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $236,466 | $0 | $71,591 | |||
| JOSEPH DORISMOND | |||||||||
| SECRETARY/TREASURER | 40.00 | Yes (X) | Yes (X) | $265,754 | $0 | $72,284 | 5.00 | ||
| MARIA BUONAUGURIO | |||||||||
| RECORDER | 5.00 | Yes (X) | Yes (X) | $5,000 | $0 | $0 | |||
| JOHN WHITAKER | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $217,905 | $0 | $44,079 | |||
| JACK CAFFEY | |||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $208,225 | $0 | $65,392 | |||
| EDGAR FIELDS | |||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $171,548 | $0 | $0 | |||
| MICHAEL FLANERY | |||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $171,548 | $0 | $0 | |||
| ROGER GROBSICH | |||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $171,548 | $0 | $0 | |||
| DANIEL RIGHETTI | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PHIL DARCANGELO | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $6,250 | $0 | $0 | |||
| JOHN DURSO | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RANDY HADLEY | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SHAUN KAVANAGH | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $1,250 | $0 | $0 | |||
| FELIX OCASIO | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THELMA WINSTON | |||||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STUART APPELBAUM | |||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $322,835 | $0 | $80,707 | 5.00 | ||
| ANAND PATEL | |||||||||
| CONTROLLER | 40.00 | $176,502 | $0 | $63,289 | Yes (X) | ||||
| ADEMOLA OYEFESO | |||||||||
| LEGISALTIVE AFFAIRS | 40.00 | $191,903 | $0 | $64,084 | Yes (X) | ||||
| CHELSEA CONNOR | |||||||||
| COMMUNICATIONS DIRECTOR | 40.00 | $178,614 | $0 | $61,992 | Yes (X) | ||||
| ADAM OBERNAUER | |||||||||
| DIRECTOR OF RETAIL ORGANIZATION | 40.00 | $169,042 | $0 | $61,880 | Yes (X) | ||||
| ROBERT WARE | |||||||||
| DIRECTOR MIDWEST REGION | 40.00 | $170,387 | $0 | $60,494 | Yes (X) | ||||
| ROBERT LAYNG | |||||||||
| SECRETARY/TREASURER | 40.00 | $170,192 | $0 | $36,000 | 5.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,834,969 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $681,792 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COHEN WEISS AND SIMON LLP | |||||
| 900 THIRD AVE SUITE 2100 | NEW YORK | NY | 100224869 | LAWYER | $235,331 |
| AJV LLC | |||||
| PO BOX 762 | LOCUST VALLEY | NY | 11560 | CONSULTANT | $122,679 |
| CARRY KANE PLLC | |||||
| 1350 BROADWAY SUITE 1410 | NEW YORK | NY | 10018 | LAWYER | $111,413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $16,500 | GovernmentGrantsAmt |
| Total Contributions | $16,500 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,871,007 | TotalRevenueColumnAmt |
| Exclusion | $1,871,007 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,262 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $63,262 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $969,598 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $969,598 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $969,598 | TotalRevenueColumnAmt |
| Exclusion | $969,598 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UFCW REIMBURSEMENT | 531120 | $10,952,310 | $10,952,310 |
| JSF ORGANIZING REIMBURSEMENT | 531120 | $802,934 | $802,934 |
| SALARY REIMBURSEMENT | 531120 | $189,597 | $189,597 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,887 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $202,887 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,147,728 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,068,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,210,990 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,840,605 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,990 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,061,680 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,466,714 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,389 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,185 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,935 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,923 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,500 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,864 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,221 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,488,050 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,034 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,218 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,331 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,789 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ORGANZING AND FILED SER | $2,097,242 |
| UFCW RETIREE HEALTHCARE | $226,183 |
| CONTRIBUTIONS | $111,500 |
| RESEARCH AND EDUCATION | $54,731 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,645 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,436,124 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340,062 | BOYAmt |
| EOY | $3,836,079 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,304,998 | BOYAmt |
| EOY | $33,090,495 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,268 | BOYAmt |
| EOY | $234,823 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,056,328 | BOYAmt |
| EOY | $37,161,397 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,601 | BOYAmt |
| EOY | $223,867 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,601 | BOYAmt |
| EOY | $223,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,860,727 | BOYAmt |
| EOY | $36,937,530 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,860,727 | BOYAmt |
| EOY | $36,937,530 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,056,328 | BOYAmt |
| EOY | $37,161,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,368,029 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,444,832 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SHORT TERM INVESTMENTS | $1,000 | F |
| FIXED INCOME SECURITIES | $4,121,671 | F |
| WESTERN ASSET | $6,530,188 | F |
| WESTERN ASSET BUILDING | $3,389,658 | F |
| RUSSELL 3000 | $6,088,385 | F |
| BUILDING BROAD MARKET 3000 | $675,202 | F |
| AFL-CIO HOUSING TRUST | $2,287,295 | F |
| RUSSELL 3000 (SF) | $9,997,096 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $33,090,495 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $44,860 |
| FUNDS IN TRUST | $179,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $223,867 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STUART APPELBAUM | ||||||||||||||
| PRESIDENT | $322,835 | $0 | $0 | $0 | $0 | $0 | $43,352 | $0 | $37,355 | $0 | $403,542 | $0 | $0 | $0 |
| JOSEPH DORISMOND | ||||||||||||||
| SECRETARY/TREASURER | $263,671 | $0 | $0 | $0 | $2,083 | $0 | $37,273 | $0 | $35,011 | $0 | $338,038 | $0 | $0 | $0 |
| DAVID MERTZ | ||||||||||||||
| VICE PRESIDENT | $236,466 | $0 | $0 | $0 | $0 | $0 | $33,887 | $0 | $37,704 | $0 | $308,057 | $0 | $0 | $0 |
| JACK CAFFEY | ||||||||||||||
| VICE PRESIDENT | $208,225 | $0 | $0 | $0 | $0 | $0 | $30,619 | $0 | $34,773 | $0 | $273,617 | $0 | $0 | $0 |
| JOHN WHITAKER | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $217,905 | $0 | $0 | $0 | $0 | $0 | $6,752 | $0 | $37,327 | $0 | $261,984 | $0 | $0 | $0 |
| ADEMOLA OYEFESO | ||||||||||||||
| LEGISALTIVE AFFAIRS | $191,903 | $0 | $0 | $0 | $0 | $0 | $29,552 | $0 | $34,532 | $0 | $255,987 | $0 | $0 | $0 |
| CHELSEA CONNOR | ||||||||||||||
| COMMUNICATIONS DIRECTOR | $176,114 | $0 | $0 | $0 | $2,500 | $0 | $26,905 | $0 | $35,087 | $0 | $240,606 | $0 | $0 | $0 |
| ANAND PATEL | ||||||||||||||
| CONTROLLER | $176,502 | $0 | $0 | $0 | $0 | $0 | $27,109 | $0 | $36,180 | $0 | $239,791 | $0 | $0 | $0 |
| ADAM OBERNAUER | ||||||||||||||
| DIRECTOR OF RETAIL ORGANIZATION | $166,542 | $0 | $0 | $0 | $2,500 | $0 | $25,866 | $0 | $36,014 | $0 | $230,922 | $0 | $0 | $0 |
| ROBERT WARE | ||||||||||||||
| DIRECTOR MIDWEST REGION | $167,887 | $0 | $0 | $0 | $2,500 | $0 | $26,671 | $0 | $33,823 | $0 | $230,881 | $0 | $0 | $0 |
| ROBERT LAYNG | ||||||||||||||
| SECRETARY/TREASURER | $170,192 | $0 | $0 | $0 | $0 | $0 | $22,631 | $0 | $13,369 | $0 | $206,192 | $0 | $0 | $0 |
| EDGAR FIELDS | ||||||||||||||
| VICE PRESIDENT | $171,548 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $171,548 | $0 | $0 | $0 |
| MICHAEL FLANERY | ||||||||||||||
| VICE PRESIDENT | $171,548 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $171,548 | $0 | $0 | $0 |
| ROGER GROBSICH | ||||||||||||||
| VICE PRESIDENT | $171,548 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $171,548 | $0 | $0 | $0 |
| PHIL DARCANGELO | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $6,250 | $0 | $0 | $0 | $0 | $0 | $6,250 | $0 | $0 | $0 |
| MARIA BUONAUGURIO | ||||||||||||||
| RECORDER | $0 | $0 | $0 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $5,000 | $0 | $0 | $0 |
| SHAUN KAVANAGH | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $1,250 | $0 | $0 | $0 | $0 | $0 | $1,250 | $0 | $0 | $0 |
| CHARLES HALL | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| DANIEL RIGHETTI | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| JOHN DURSO | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| RANDY HADLEY | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| FELIX OCASIO | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| THELMA WINSTON | ||||||||||||||
| VICE PRESIDENT | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY THE PRESIDENT AND SECRETARY-TREASURER OF THE ORGANIZATION PRIOR TO FILING IT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND SECRETARY-TREASURER ARE REVIEWED AND APPROVED BY THE EXECUTIVE BOARD. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE PRESIDENT AND SECRETARY-TREASURER. THIS WAS LAST PERFORMED IN 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 1 | THE ORGANIZATION HAS NOT CHANGED ITS ACCOUNTING METHOD FROM THE PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RWDSU REALTY CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 SEVENTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132981499 | EIN |
| Primary Activities | TITLE HOLDING COMPANY FOR RETAIL WHOLESALE & DEPARTMENT STORE UNION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501 (C) 2 | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RETAIL WHOLESALE & DEPARTMENT STORE UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| RWDSU REALTY | ||
| F | $1,400,000 | ACTUAL AMOUNT |
| RWDSU REALTY | ||
| K | $1,522,766 | ACTUAL AMOUNT |
| RWDSU REALTY | ||
| Q | $9,836 | ACTUAL AMOUNT |
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