2023-11-15T12:35:25-06:00 2022-12-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-01-01 310621221 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 75 UNIT 9376650075 7250 POE AVENUE 400 DAYTON OH 45414 KEVIN GARVEY PRESIDENT 5135437222 2023-11-14 1 KEVIN GARVEY 999009999 0 BRIDGETTE MUGGE P00671418 2627549400 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z UFCW LOCAL 75 KEVIN GARVEY 7250 POE AVENUE 400 DAYTON OH 45414 15706231 0 0278 X WWW.UFCW75.ORG X 1937 OH ORGANIZE, UNITE, AND ASSIST PERSONS FOR THE PURPOSE OF IMPROVING WAGES, HOURS, AND BENEFITS. 38 2 332 0 0 0 0 0 15798921 14909826 358057 301705 3186 845 16160164 15212376 127280 113458 0 0 5878196 5623465 0 0 0 8606820 7924938 14612296 13661861 1547868 1550515 15045915 16315328 54746 6608 14991169 16308720 X THE PURPOSE OF THE LOCAL IS TO ORGANIZE, UNITE, AND ASSIST PERSONS FOR THE PURPOSE OF IMPROVING WAGES, HOURS, BENEFITS AND WORKING CONDITIONS; TO OBTAIN THE STATUS OF EXCLUSIVE BARGAINING REPRESENTATIVE FOR THE PERSONS EMPLOYED WITHIN THE LOCAL'S JURISDICTION AND TO PROCESS AND RESOLVE GRIEVANCES AND ALL OTHER RIGHTS ARISING OUT OF SUCH COLLECTIVE BARGAINING RELATIONSHIPS; AND TO ADVANCE AND SAFEGUARD THE FULL EMPLOYMENT, ECONOMIC SECURITY, AND SOCIAL WELFARE OF ITS MEMBERS. 0 0 TO ASSIST WORKERS UNDER ITS JURISDICTION FOR THE PURPOSE OF IMPROVING WAGES, HOURS, AND WORKING CONDITIONS. PROGRAM EXPENSES ARE NOT APPLICABLE AS THIS IS A LABOR UNION. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 21 0 332 1 0 0 0 0 0 0 0 0 X 38 2 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 1 1 0 X KEVIN GARVEY 9376650075 7250 POE AVENUE SUITE 400 DAYTON OH 45414 KEVIN GARVEY PRESIDENT 1.00 50.00 X X 320371 0 34986 LAURA BERLINCOURT VP/E-BOARD 1.00 1.00 X 7541 0 0 JAMES PETTY VP/E-BOARD 1.00 1.00 X 7313 0 0 RAYMOND FLUKER VP/E-BOARD 1.00 1.00 X 4487 0 0 NANCY ANDERSON VP/E-BOARD 1.00 1.00 X 4583 0 0 SOPHIA SIMMONS VP/E-BOARD 1.00 1.00 X 4504 0 0 BRIAN HOLLAR VP/E-BOARD 1.00 1.00 X 4305 0 0 CHRISTOPHER PRICE VP/E-BOARD 1.00 1.00 X 3885 0 0 KATHLEEN JONES VP/E-BOARD 1.00 1.00 X 7100 0 0 ROBERT KIMBALL VP/E-BOARD 1.00 1.00 X 4020 0 0 MARTIN LEWIS VP/E-BOARD 1.00 1.00 X 5592 0 0 DONALD WATKINS VP/E-BOARD 1.00 1.00 X 4135 0 0 RICHARD BYRD VP/E-BOARD 1.00 1.00 X 4801 0 0 RANDY SCHOLTZ VP/E-BOARD 1.00 1.00 X 4811 0 0 SCOTT KESLER BEG 7122 VP/E-BOARD 1.00 1.00 X 103826 0 36264 BILL WHITNEY VP/E-BOARD 1.00 1.00 X 2554 0 0 STEPHANIE FLUM VP/E-BOARD 1.00 1.00 X 3969 0 0 JAMES WHALEY VP/E-BOARD 1.00 1.00 X 3815 0 0 ANGELA LANIER VP/E-BOARD 1.00 1.00 X 7750 0 0 BRYON O'NEAL SECRETARY/TREASURER 1.00 50.00 X X 272050 0 40450 GILBERT SMITH DIR OF PACK & PROC/E-BOARD 1.00 50.00 X 84712 0 0 TOM BIERMAN DIRECTOR OF FINANCE/E-BOAR 1.00 50.00 X 148333 0 37376 DALE PARKER VP/E-BOARD/AREA DIRECTOR 1.00 50.00 X 199264 0 40333 KAREN BROWN EXEC VICE PRES/E-BRD/VP 1.00 50.00 X 130272 0 17426 STEVE WITTEKIND VP/E-BOARD/AREA DIRECTOR 1.00 50.00 X 113300 0 27575 JOY CHURCH RECORDING SECRETARY 1.00 50.00 X 81192 0 32228 JOSHUA MORRIS VP/E-BOARD 1.00 1.00 X 47453 0 24154 ROBERTA GREAVER VP/E-BOARD 1.00 1.00 X 6903 0 0 DEBORAH GRIFFIN VP/E-BOARD 1.00 1.00 X 5827 0 0 KAREN BEDINGHAUS VP/E-BOARD 1.00 1.00 X 1805 0 0 DOUGLAS CORRELL VP/E-BOARD 1.00 1.00 X 4485 0 0 ROBERT BRATTON VP/E-BOARD 1.00 1.00 X 3010 0 0 MELINDA EDWARDS-MIONER VP/E-BOARD 1.00 1.00 X 4044 0 0 VASHYRA CANNON VP/E-BOARD 1.00 1.00 X 9255 0 1626 CHARLES DILLARD BEG 111622 VP/E-BOARD 1.00 1.00 X 1045 0 0 WILLIAM SCOTT ADKINS VP/E-BOARD 1.00 50.00 X 120002 0 36699 SHIRLEY BENNETT VP/E-BOARD 1.00 1.00 X 0 0 0 HERSEY DAVIS VP/E-BOARD 1.00 1.00 X 0 0 0 ALECIA LANE ACCOUNTANT 40.00 X 100175 0 35855 1842489 0 364972 8 0 1 0 0 MEMBERSHIP DUES 900099 14826651 14826651 SUPPORT FROM INTL UNION 900099 83175 83175 14909826 306804 306804 488756 493855 -5099 -5099 -5099 MISCELLANOUS INCOME 900099 773 773 REIMBURSED EXPENSES 900099 72 72 845 15212376 14910671 0 301705 113208 250 2071432 2140432 131355 992858 287388 56975 82590 127948 323015 589360 135000 249586 57189 5511735 100843 91833 STEWARD FEES AND MEETIN 182822 NEGOTIATING 130439 INFORMATIONAL PICKETING 96981 CHRISTMAS EXPENSE 46728 141894 13661861 3974106 4850964 205614 281520 105995 90623 1221131 876155 161881 344976 10598319 10741517 0 5728 15045915 16315328 43098 0 11648 6608 54746 6608 X 14991169 16308720 14991169 16308720 15045915 16315328 X 1550515 -232964 X X 0 1 X 1 0 UFCW INTERNATIONAL ABC FUND 1775 K ST NW WASHINGTON DC 20006 292026 1 0 0 PART I-A, LINE 1: THE UNION WITHHOLDS VOLUNTARY POLITICAL CONTRIBUTIONS FROM ITS EMPLOYEES, COLLECTS VOLUNTARY POLITICAL CONTRIBUTIONS FROM MEMBERS, AND REMITS THE MONEY TO UFCW INTERNATIONAL UNION'S POLITICAL ACTION COMMITTEE (ACTIVE BALLOT CLUB). THE LOCAL HAS A POLITCAL CONTRIBUTING ENTITY, ENTITY#13111, WHICH FILES THE APPROPRIATE REPORTS WITH THE STATE OF OHIO. THERE WAS NO INCOME OR EXPENSES FOR 12/31/2021, THE ACCOUNT HAD A ZERO BALANCE. EMPLOYEES AND MEMBERS TAKE PART IN VARIOUS CAMPAIGNING INCLUDING PHONE BANKS, CONFERENCES, AND MEETINGS. 92420 92420 0 128146 102413 25733 1000565 681322 319243 344976 DEPOSITS 6608 6608 X PART X, LINE 2: THE LOCAL IS AFFILIATED WITH THE UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION (THE INTERNATIONAL) AND, AS SUCH, IS COVERED UNDER A GROUP EXEMPTION FILED BY THE INTERNATIONAL. THE LOCAL THEREFORE QUALIFIES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND IS NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(5) AND IS NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. 1 LOVEALL FOUNDATION FOR CHILDREN 4120 DOUGLAS BLVD STE 306 GRANITE BAY CA 95746 680435070 501(C)(3) 7500 0 PROVIDE ASSISTANCE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DR STE 200 RYE BROOK NY 10573 135644916 501(C)(3) 10000 0 PROVIDE ASSISTANCE UFCW LOCAL 75 FOUNDATION 7250 POE AVE DAYTON OH 45414 842527106 501(C)(3) 10000 0 PROVIDE ASSISTANCE UFCW LOCAL 227 3330 PINECROFT DRIVE LOUISVILLE KY 40219 300310375 501(C)(3) 11000 0 PROVIDE ASSISTANCE 4 PART I, LINE 2: RECIPIENT ORGANIZATIONS ARE CHOSEN BY THE BOARD. X X X 0 0 0 KEVIN GARVEY PRESIDENT 221935 0 98436 0 0 0 12912 0 22074 0 355357 0 0 0 BRYON O'NEAL SECRETARY/TREASURER 190671 0 81379 0 0 0 10408 0 30042 0 312500 0 0 0 DALE PARKER VP/E-BOARD/AREA DIRECTOR 187751 0 11513 0 0 0 10291 0 30042 0 239597 0 0 0 TOM BIERMAN DIRECTOR OF FINANCE/E-BOAR 148333 0 0 0 0 0 7334 0 30042 0 185709 0 0 0 WILLIAM SCOTT ADKINS VP/E-BOARD 115435 0 4567 0 0 0 6657 0 30042 0 156701 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL IS ORGANIZED AS A NON-PROFIT CORPORATION WITH MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ARE ELIGIBLE TO VOTE IN ELECTIONS OF THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE LOCAL HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE PRESIDENT, SECRETARY-TREASURER, AND DIRECTOR OF FINANCE TO REVIEW AND APPROVE. THE FORM 990 IS THEN PRESENTED TO THE REST OF THE EXECUTIVE BOARD AT THEIR SUBSEQUENT MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT AND SECRETARY/TREASURER IS APPROVED BY THE OTHER MEMBERS OF THE EXECUTIVE BOARD EVERY THREE YEARS. THE APPROVAL IS DOCUMENTED IN THE EXECUTIVE BOARD MEETING MINUTES. THE DIRECTOR OF FINANCE PREPARES A COMPENSATION STUDY AND PRESENTS THE DATA TO THE BOARD. IN THE COMPENSATION STUDY, THE WAGES ARE COMPARED TO THOSE OF OTHER LOCAL UNIONS. THE COMPENSATION OF THE OTHER OFFICERS IS ALSO PRESENTED TO THE EXECUTIVE BOARD FOR APPROVAL. THE COMPENSATION IS APPROVED EVERY THREE YEARS AND IS NOTED IN THE EXECUTIVE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE LOCAL MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS TO UFCW 75 REAL ESTATE CORPORATION -232,964. FORM 990, PART XII, LINE 1: THE LOCAL USES THE MODIFIED CASH BASIS OF ACCOUNTING. NO CHANGE FROM THE PRIOR YEAR. FORM 990, PART XII, LINE 2C: THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. UFCW 75 REAL ESTATE CORPORATION 7250 POE AVENUE SUITE 400 DAYTON OH 45414 341127219 TO HOLD REAL PROPERTY IN TRUST FOR UFCW LOCAL 75 OH 501(C)(5) N/A 0 UFCW LOCAL 75 FOUNDATION INC 7250 POE AVENUE SUITE 400 DAYTON OH 45414 842527106 PROVIDE FINANCIAL ASSISTANCE TO UFCW LOCAL 75 OH 501(C)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 UFCW 75 REAL ESTATE CORPORATION K 135000 FAIR VALUE UFCW 75 REAL ESTATE CORPORATION R 367964 BOOK VALUE OF ASSETS TRANSFERRED UFCW LOCAL 75 FOUNDATION INC B 19150 BOOK VALUE OF ASSETS TRANSFERRED