2023-11-14T19:01:13-06:00 2022-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2022-01-01 133819434 UNITE HERE UNIT 2122657000 275 SEVENTH AVENUE 16 FLR NEW YORK NY 100016708 GWENDOLYN MILLS SECRETARY-TREASURER 2122657000 2023-11-14 1 GWENDOLYN MILLS XXX-XX-XXXX 0 SCOTT THOMPSETT P00741490 2125990100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD TAYLOR 275 SEVENTH AVENUE 16 FLR NEW YORK NY 100016708 92146618 0 X WWW.UNITEHERE.ORG X 2004 NY TO PROTECT THE RIGHTS OF WORKING PEOPLE THROUGHOUT THE U.S. & CANADA (SEE SCHEDULE O) 21 7 350 6350 -14912 0 291334 6193004 41738458 44730160 24178978 4466133 29301263 36757321 95510033 92146618 23266321 19332847 48167287 6853930 21110969 22068876 0 0 0 40917066 52367321 133461643 100622974 -37951610 -8476356 279468324 247832163 55797908 50050894 223670416 197781269 SEE SCHEDULE O 0 0 SERVICING: TO ASSIST MEMBERS AND LOCALS IN COLLECTIVE BARGAINING WITH EMPLOYERS ACROSS THE HOSPITALITY INDUSTRY WITH THE GOAL OF RAISING STANDARDS FOR WAGES, BENEFITS, WORKPLACE SAFETY, AND WORKER RIGHTS. IN ADDITION, WE ASSISTED MEMBERS AND LOCALS WITH BUILDING WORKPLACE POWER AND ENFORCING THESE COLLECTIVE BARGAINING AGREEMENTS. ORGANZING: TO PROVIDE MORE WORKERS WITH ACCESS TO HIGHER STANDARDS, ORGANIZING THE UNORGANIZED REMAINS A TOP PRIORITY FOR UNITE HERE. CURRENTLY MAJOR ORGANIZING CAMPAIGNS ARE UNDERWAY ACROSS NORTH AMERICA. THROUGH ORGANIZING, UNITE HERE MEMBERS HAVE MADE HOSPITALITY JOBS AND HUNDREDS OF THOUSANDS OF OTHER TRADITIONALLY LOW-WAGE JOBS INTO GOOD, FAMILY-SUSTAINING, MIDDLE CLASS JOBS. ADMINISTRATIVE AND GOVERNANCE: GOVERNANCE OF UNITE HERE, INCLUDING CONVENTIONS, GENERAL EXECUTIVE BOARD MEETINGS AND EXPENSES, AND JUDICIAL ADMINISTRATION OF THE CONSTITUTION AND BYLAWS; INTERNAL ADMINISTRATION OF UNITE HERE INCLUDING FORMULATING POLICY, FINANCIAL ADMINISTRATION, AND MAINTENANCE OF MEMBERSHIP STATUS; EDUCATION AND TRAINING FOR AFFILIATED UNIONS' OFFICERS AND EMPLOYEES; PER CAPITA TAX OR FEES PAID TO A LABOR ORGANIZATION AND LITIGATION COSTS AND PROFESSIONAL FEES INCURRED TO SUPPORT INTERNAL GOVERNANCE. 0 1 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 53 0 1 350 1 1 1 1 CA 0 0 0 0 0 0 X 21 7 1 0 0 0 1 1 1 1 1 0 1 1 0 0 1 1 0 0 0 CA X GWEN MILLS 2122657000 275 SEVENTH AVENUE NEW YORK NY 10001 DONALD R TAYLOR PRESIDENT 40.00 0.00 X X 283843 0 81332 GWENDOLYN MILLS SECRETARY-TREASURER 40.00 0.00 X X 200990 0 69965 SUSAN M MINATO EXECUTIVE VICE PRESIDENT 40.00 0.00 X X 146494 0 59298 ENRIQUE FERNANDEZ VP IMMIG, CIVIL RIGHTS, DIV. 40.00 0.00 X X 162357 0 45476 PHILIP J DAUGHERTY EXECUTIVE VICE PRESIDENT 40.00 0.00 X X 156264 0 61240 CARLOS ARAMAYO EXECUTIVE VICE PRESIDENT 40.00 0.00 X X 53120 0 16014 MARLENE PATRICK-COOPER EXECUTIVE VICE PRESIDENT 40.00 0.00 X X 106726 0 30993 KAREN KENT EXECUTIVE VICE PRESIDENT 40.00 0.00 X X 101243 0 30510 JEREMY HAICKEN EXECUTIVE VICE PRESIDENT 40.00 0.00 X X 89157 0 50834 JOHN BOARDMAN EXECUTIVE VICE PRESIDENT (TO 5/22) 10.00 0.00 X X 4425 0 3834 BRIGETTE BROWNING EXECUTIVE VICE PRESIDENT 0.50 0.50 X X 0 0 0 RICH MAROKO RECORDING SECRETARY 40.00 0.00 X X 50276 0 8067 GEOCONDA ARGUELLO KLINE EXECUTIVE VICE PRESIDENT (TO 2/22) 10.00 0.00 X X 4005 0 640 NIA WINSTON GENERAL VICE PRESIDENT 40.00 0.00 X X 28363 0 4565 THEODORE K PAPPAGEORGE EXECUTIVE VICE PRESIDENT (FROM 2/22) 40.00 0.00 X X 30317 0 4841 PAUL SCHWALB EXECUTIVE VICE PRESIDENT (FROM 5/22) 40.00 0.00 X X 140394 0 60400 ERIC GILL EXECUTIVE VICE PRESIDENT 10.00 0.00 X X 0 0 0 JOSE MALDONADO EXECUTIVE VICE PRESIDENT 10.00 0.00 X X 0 0 0 C ROBERT MCDEVITT EXECUTIVE VICE PRESIDENT 10.00 0.00 X X 0 0 0 WARREN PEPICELLI EXECUTIVE VICE PRESIDENT 10.00 0.00 X X 0 0 0 IAN ROBB CANADIAN DIRECTOR (TO 07/22) 40.00 0.00 X X 126000 0 0 ANAND SINGH EXECUTIVE VICE PRESIDENT 10.00 0.00 X X 0 0 0 GULED WARSAME CANADIAN DIRECTOR (FROM 07/22) 40.00 0.00 X X 27940 0 0 ALBERT AMIRE EXECUTIVE VICE PRESIDENT (FROM 9/22) 10.00 0.00 X X 0 0 0 KEVIN KLINE DIVISION DIRECTOR 40.00 0.00 X 154269 0 32405 KURT P PETERSEN ORGANIZING DIRECTOR 40.00 0.00 X 147020 0 59298 RAJENDRA K VALLURU DIR DATABASE ENG'G & DEV 40.00 0.00 X 184347 0 67330 SCOTT COOPER CHIEF OF STAFF 40.00 0.00 X 138064 0 58511 MARITA KATALABAS DEPARTMENT DIRECTOR 40.00 0.00 X 133687 0 59056 JANICE LOUX FORMER EXECUTIVE VP 0.00 0.00 X 135852 0 16282 JO MARIE AGRIESTI FORMER GENERAL VP 40.00 0.00 X 134662 0 57472 2739815 0 878363 38 1 1 0 BURSTING SILVER 2018 156TH AVENUE NE BELLEVUE WA 98007 IT SERVICES 3928819 ANTHEM ENGINEERING LLC 18235 WHITE GROUND RD BOYDS MD 20841 IT SERVICES 1782946 PRINCIPAL BUILDING SERVICES LLC 630 9TH AVE STE 1012 NEW YORK NY 10036 MAINTENANCE 1761019 ADVANCED SOLUTIONS INTERNATIONAL INC PO BOX 821361 PHILADELPHIA PA 19182 IT SERVICES 986780 INSIGHT ENTERPRISES PO BOX 731069 DALLAS TX 75373 IT SERVICES 707990 34 6193004 6193004 PER CAPITA 900099 42020991 42020991 INTERUNION REIMB. 900099 1649691 1649691 PAC FUND REIMBURSEMENT 900099 1059478 1059478 44730160 3577226 -14912 3592138 158151 158151 36448048 0 36448048 36448048 36448048 888907 0 888907 888907 888907 MISCELLANEOUS REVENUE 900099 82435 82435 AFF. POLITICAL FEES 900099 68687 68687 151122 92146618 44730160 -14912 41238366 19139801 193046 6853930 4721715 10077286 2511294 3788496 970085 145603 1436224 192065 137435 436440 5933473 811388 1212423 820066 12762334 4605421 523434 1541939 14470120 1426827 MEMBERSHIP DUES 2390721 CONTIGENCY COSTS 699659 BUILDING ASSET MGT FEES 558884 AFFILIATE REIMB. 227361 2035504 100622974 10059822 16560685 43215376 41794506 487000 80834 38672 38664 172803960 123046215 56316122 49757745 135054856 110782716 26420174 19539267 7876302 9277746 279468324 247832163 658933 1136196 48220680 47157910 6918295 1756788 55797908 50050894 X 101003280 113035478 122667136 84745791 223670416 197781269 279468324 247832163 -8476356 -17412791 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14104055 600 0 UNITE HERE PAC 1050 FIRST STREET NE WASHINGTON DC 20463 813940192 9500000 UNITE HERE TIP STATE AND LOCAL FUND NYSBOE 40 NORTH PEARL STREET SUITE ALBANY NY 122072729 134140721 4604055 1 0 0 PART I-A, LINE 1: UNITE HERE REPRESENTS WORKERS THROUGHOUT THE UNITED STATES AND CANADA; IT HAS ESTABLISHED VARIOUS PAC FUNDS TO ADVOCATE FOR THE RIGHTS OF ITS WORKERS. UNITE HERE SPONSORS THE UNITE HERE TIP STATE AND LOCAL FUND, A NONFEDERAL POLITICAL ACTION COMMITTEE THAT MAKES CONTRIBUTIONS AND EXPENDITURES TO ELECT CANDIDATES WHO SUPPORT THE RIGHTS AND INTERESTS OF WORKING PEOPLE AND THEIR FAMILIES. UNITE HERE SPONSORS THE UNITE HERE TIP CAMPAIGN COMMITTEE, A FEDERAL POLITICAL ACTION COMMITTEE THAT MAKES CONTRIBUTIONS AND EXPENDITURES TO ELECT FEDERAL AND OTHER CANDIDATES WHO SUPPORT THE RIGHTS AND INTERESTS OF WORKING PEOPLE AND THEIR FAMILIES. IN ADDITION, UNITE HERE SPONSORS UNITE HERE PAC, A FEDERAL POLITICAL ACTION COMMITTEE THAT MAKES EXPENDITURES TO ELECT FEDERAL AND OTHER CANDIDATES WHO SUPPORT THE RIGHTS AND INTERESTS OF WORKING PEOPLE AND THEIR FAMILIES. FORM 990, SCHEDULE C, PART III-A, LINE 1 UNITE HERE IS ORGANIZED AS A SECTION 501(C)5 LABOR ORGANIZATION; ACCORDINGLY, IT IS EXEMPT FROM THE SECTION 6033(E) NOTICE REQUIREMENTS PURSUANT TO REV. PROC. 98-19. 456000 456000 2044000 2044000 0 118321853 89856650 28465203 5675082 5352126 322956 46307025 25793439 20513586 49757745 LIMITED PARTNERSHIP INVEST. 16897506 F HEDGE FUND OF FUNDS 1186569 F UNION LABOR LIFE 1023004 C AMALGAMATED BANK OF CHICAGO 219390 C ULLICO CLASS A STOCK 212798 C 19539267 DUE TO AFFILIATES 459669 SECURITY DEPOSITS 448158 INSURANCE PAYABLE 436782 SETTLEMENTS PAYABLE 400609 OTHER LIABILITIES 11570 1756788 X PART X, LINE 2: UNITE HERE FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. UNITE HERE IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(5), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. UNITE HERE HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT WAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. UNITE HERE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CASH BASIS CONSOLIDATED FINANCIAL STATEMENTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1186569 NORTH AMERICA 0 0 INVESTMENTS 11697 NORTH AMERICA 0 0 GRANTMAKING 193046 0 0 0 0 0 0 1391312 0 1391312 NORTH AMERICA GENERAL SUPPORT 52448 WIRE 0 NORTH AMERICA GENERAL SUPPORT 140598 WIRE 0 2 1 0 1 1 1 0 PART III ACCOUNTING METHOD: FORM 990, SCHEDULE F, PART I, LINE 2: AFFILIATES COMPLETE A REPORT AT END OF GRANT PERIOD AND RETURN UNUSED GRANT MONEY. FORM 990, SCHEDULE F, PART IV UNITE HERE INVESTS IN DOMESTIC AND FOREIGN ALTERNATIVE INVESTMENTS (EITHER DIRECTLY OR INDIRECTLY) THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. UNITE HERE'S INVESTMENT IN THESE ALTERNATIVE INVESTMENT VEHICLES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. ANY FOREIGN FILINGS THE ORGANIZATION DOES COMPLETE ARE ATTACHED TO ITS FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN. 1 LOCAL 001-CHICAGO IL 218 S WABASH SUITE 700 CHICAGO IL 60604 363185986 501(C)(5) 37071 0 GENERAL SUPPORT LOCAL 002-SAN FRANCISCO CA 209 GOLDEN GATE AVE SAN FRANCISCO CA 94102 942299467 501(C)(5) 841060 0 GENERAL SUPPORT LOCAL 005-HONOLULU HI 1516 S KING STREET HONOLULU HI 96826 990037985 501(C)(5) 224016 0 GENERAL SUPPORT LOCAL 007-BALTIMORE MD 1800 N CHARLES STREET SUITE 500 BALTIMORE MD 21201 520677684 501(C)(5) 68184 0 GENERAL SUPPORT LOCAL 008-WA AND OR 5030 1ST AVENUE S SUITE 200 SEATTLE WA 98134 910968179 501(C)(5) 91426 0 GENERAL SUPPORT LOCAL 011-LOS ANGELESORANGE COUNTY CA AND ARIZONA 464 S LUCAS AVE SUITE 201 LOS ANGELES CA 90017 952938571 501(C)(5) 86687 0 GENERAL SUPPORT LOCAL 017-MINNEAPOLIS-ST PAUL MN 312 CENTRAL AVENUE SUITE 444 MINNEAPOLIS MN 55414 411246784 501(C)(5) 34624 0 GENERAL SUPPORT LOCAL 019-SAN JOSE CA 2302 ZANKER ROAD SECOND FLOOR SAN JOSE CA 95131 942300756 501(C)(5) 59444 0 GENERAL SUPPORT LOCAL 023-UNITE HERE 275 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10001 271113899 501(C)(5) 1399362 0 GENERAL SUPPORT LOCAL 024-DETROIT MI AND OHIO 300 RIVER PLACE DRIVE SUITE 2700 DETROIT MI 48207 382031638 501(C)(5) 164675 0 GENERAL SUPPORT LOCAL 025-WASHINGTON DC 901 K STREET NW SUITE 200 WASHINGTON DC 20001 521014965 501(C)(5) 337168 0 GENERAL SUPPORT LOCAL 026-BOSTON MA AND RI 101 STATIONS LANDING 4TH FL EAST MEDFORD MA 02155 042560456 501(C)(5) 249480 0 GENERAL SUPPORT LOCAL 030-SAN DIEGO CA 1940 5TH AVE SUITE 200 SAN DIEGO CA 92101 952935846 501(C)(5) 273462 0 GENERAL SUPPORT LOCAL 049-SACRAMENTO CA 1796 TRIBUTE ROAD SUITE 200 SACRAMENTO CA 95815 942254628 501(C)(5) 265650 0 GENERAL SUPPORT LOCAL 054-ATLANTIC CITY NJ 1014 ATLANTIC AVE ATLANTIC CITY NJ 08401 210588583 501(C)(5) 114500 0 GENERAL SUPPORT LOCAL 074-ST LOUIS MO 5585 PERSHING AVE STE 220A BRIDGETON MO 63112 431032220 501(C)(5) 57310 0 GENERAL SUPPORT LOCAL 100-NEW YORK NY 275 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10001 133142795 501(C)(5) 202063 0 GENERAL SUPPORT LOCAL 217-NEW HAVEN CT 425 COLLEGE STREET NEW HAVEN CT 06501 060694008 501(C)(5) 39398 0 GENERAL SUPPORT LOCAL 226-LAS VEGAS NV 630 SOUTH COMMERCE STREET LAS VEGAS NV 89102 880028065 501(C)(5) 1152623 0 GENERAL SUPPORT LOCAL 274-PHILADELPHIA PA 1415 N BROAD ST SUITE 219 PHILADELPHIA PA 19122 452815129 501(C)(5) 109576 0 GENERAL SUPPORT LOCAL 355-GREATER MIAMI AREA FL 871 NW 167TH STREET MIAMI GARDENS FL 33169 591484859 501(C)(5) 115431 0 GENERAL SUPPORT LOCAL 362-ORLANDOFL 1255 LA QUINTA DRIVE SUITE 212 ORLANDO FL 32809 593674422 501(C)(5) 17331 0 GENERAL SUPPORT LOCAL 483-MONTEREY CA 702 FOREST AVENUE SUITE C PACIFIC CA 93950 940307777 501(C)(5) 37501 0 GENERAL SUPPORT LOCAL 737-ORLANDO FL 1255 LA QUINTA DR RM/STE 214 ORLANDO FL 32809 591347765 501(C)(5) 369484 0 GENERAL SUPPORT NEW ENGLAND JOINT BOARD 33 HARRISON AVENUE 8TH FLOOR BOSTON MA 02111 043440556 501(C)(5) 244408 0 GENERAL SUPPORT UNITE HERE PAC 1050 FIRST STREET NE WASHINGTON DC 20463 813940192 527 9500000 0 GENERAL SUPPORT UNITE HERE TIP STATE AND LOCAL FUND NYSBOE 40 NORTH PEARL STREET SUITE 5 ALBANY NY 122072729 134140721 527 2500000 0 GENERAL SUPPORT CANDLELIGHTERS CHILDHOOD CANCER FOUNDATION OF NEVADA 1630 SOUTH COMMERCE ST LAS VEGAS NV 89102 942579116 501(C)(3) 7500 0 GENERAL SUPPORT CATHOLIC LABOR NETWORK 7145 ROOSEVELT AVE ATTN CLAYTON SINYAI FALLS CHURCH VA 22042 208926437 501(C)(3) 35000 0 GENERAL SUPPORT JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC 4200 WISCONSIN AVE NW106-289 WASHINGTON DC 20016 522206826 501(C)(3) 7500 0 GENERAL SUPPORT NY COMMON PANTRY INC 8 EAST 109TH ST NEW YORK NY 10029 133127972 501(C)(3) 10000 0 GENERAL SUPPORT NATIONAL PARTNERSHIP FOR NEW AMERICANS 1805 S ASHLAND AVENUE CHICAGO IL 60608 453419142 501(C)(3) 32505 0 GENERAL SUPPORT RESTAURANT OPPORTUNITIES CENTERS UNITED INC 275 7TH AVE 1504 NEW YORK NY 10001 010939141 501(C)(3) 21000 0 GENERAL SUPPORT THE CATHOLIC BISHOP OF CHICAGO 3525 SOUTH LAKE PARK AVENUE CHICAGO IL 60653 362170826 501(C)(3) 10000 0 GENERAL SUPPORT WORKING PARTNERSHIP USA 2302 ZANKER ROAD SAN JOSE CA 95131 770387535 501(C)(3) 30000 0 GENERAL SUPPORT UMWA STRIKE AID FUND UMWA DISTRICT 20 OFFICE 21922 HIGHWAY 216 MCCALLA AL 35111 530159200 501(C)(5) 200000 0 GENERAL SUPPORT CITIZENS FOR A BETTER LOS ANGELES 777 S FIGUEROA STREET SUITE 4050 LOS ANGELES CA 90017 874483861 501(C)(3) 131050 0 GENERAL SUPPORT LOCAL PROGRESS POLICY ACTION 1200 18TH STREET NW SUITE 700 WASHINGTON DC 20036 872098657 501(C)(4) 10000 0 GENERAL SUPPORT 9 29 SCHEDULE I, PART I, LINE 2 AFFILIATES COMPLETE A REPORT AT END OF GRANT PERIOD AND RETURN UNUSED GRANT MONEY. SCHEDULE I, PART II: IN ADDITION TO THE $2,500,000 PAYMENT TO THE UNITE HERE TIP STATE AND LOCAL FUND FOR NEVADA STATE AND LOCAL POLITICAL ACTIVITIES, UNITE HERE TRANSFERRED AN ADDITIONAL $2,104,055 TO THE ORGANIZATION IN SATISFACTION OF A CONSTITUTIONALLY REQUIRED ALLOCATION OF 0.75/MEMBER/MONTH FROM THE MONTHLY PER CAPITA PAYMENT. IN TOTAL, UNITE HERE PROVIDED $4,604,055 IN SUPPORT TO UNITE HERE TIP STATE AND LOCAL FUND IN CALENDAR YEAR 2022. PLEASE SEE SCHEDULE C FOR MORE INFORMATION ABOUT THIS SUPPORT. X 0 1 X 1 0 0 DONALD R TAYLOR PRESIDENT 271324 0 0 0 12519 0 42055 0 39277 0 365175 0 0 0 GWENDOLYN MILLS SECRETARY-TREASURER 200000 0 0 0 990 0 31000 0 38965 0 270955 0 0 0 RAJENDRA K VALLURU DIR DATABASE ENG'G & DEV 182962 0 0 0 1385 0 28514 0 38816 0 251677 0 0 0 PHILIP J DAUGHERTY EXECUTIVE VICE PRESIDENT 153177 0 0 0 3087 0 22720 0 38520 0 217504 0 0 0 ENRIQUE FERNANDEZ VP IMMIG, CIVIL RIGHTS, DIV. 158654 0 0 0 3703 0 24591 0 20885 0 207833 0 0 0 KURT P PETERSEN ORGANIZING DIRECTOR 145317 0 0 0 1703 0 20944 0 38354 0 206318 0 0 0 SUSAN M MINATO EXECUTIVE VICE PRESIDENT 143880 0 0 0 2614 0 20944 0 38354 0 205792 0 0 0 PAUL SCHWALB EXECUTIVE VICE PRESIDENT (FROM 5/22) 138463 0 0 0 1931 0 21921 0 38479 0 200794 0 0 0 SCOTT COOPER CHIEF OF STAFF 137126 0 0 0 938 0 20132 0 38379 0 196575 0 0 0 MARITA KATALABAS DEPARTMENT DIRECTOR 130925 0 0 0 2762 0 20597 0 38459 0 192743 0 0 0 JO MARIE AGRIESTI FORMER GENERAL VP 129770 0 0 0 4892 0 19143 0 38329 0 192134 0 0 0 KEVIN KLINE DIVISION DIRECTOR 150868 0 0 0 3401 0 22186 0 10219 0 186674 0 0 0 JANICE LOUX FORMER EXECUTIVE VP 0 0 0 0 135852 0 0 0 16282 0 152134 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2022. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). JANICE LOUX IAN ROBB SCHEDULE J, PART I, LINE 1A HOUSING MAINTAINED BY UNITE HERE UNITE HERE MAINTAINS A CORPORATE APARTMENT FOR THE USE OF TRAVELING EXECUTIVES (RATHER THAN INCURRING COSTLY NIGHTLY LOCAL ACCOMMODATIONS). THE CORPORATE APARTMENT IS DEEMED A BUSINESS EXPENSE OF UNITE HERE AND IS NOT INCLUDED IN THE TAXABLE WAGES OF ANY ONE EMPLOYEE SINCE ITS USE IS OPEN TO ALL ELIGIBLE EXECUTIVES. FORM 990, PART I, LINE 1 & PART III, LINE 1, DESCRIPTION OF MISSION THE UNION'S MISSION IS TO REPRESENT WORKERS THROUGHOUT THE U.S. AND CANADA WHO WORK IN THE HOTEL, GAMING, FOOD SERVICE, MANUFACTURING, TEXTILE, DISTRIBUTION, LAUNDRY, AND AIRPORT INDUSTRIES. UNITE HERE BOASTS A DIVERSE MEMBERSHIP, COMPRISING WORKERS FROM MANY IMMIGRANT COMMUNITIES AS WELL AS A HIGH PERCENTAGE OF AFRICAN-AMERICAN, LATINO, AND ASIAN-AMERICAN WORKERS. THE MAJORITY OF UNITE HERE MEMBERS ARE WOMEN. GENERAL STATEMENT ABOUT COVID-19'S IMPACT ON UNITE HERE IN MAY 2021, UNITE HERE WAS GRANTED A LOAN TOTALING $6,106,000 PURSUANT TO THE SMALL BUSINESS ADMINISTRATION PAYCHECK PROTECTION PROGRAM UNDER DIVISION A, TITLE 1 OF THE CARES ACT (THE "PPP LOAN"). FUNDS FROM THE PPP LOAN MAY ONLY BE USED FOR CERTAIN COSTS, SUCH AS PAYROLL COSTS AND OCCUPANCY EXPENSES. UNITE HERE USED THE ENTIRE PPP LOAN FOR QUALIFYING EXPENSES DURING THE COVERED PERIOD FROM MAY 5, 2021 TO OCTOBER 20, 2021. ON JULY 7, 2022, UNITE HERE SUBMITTED A LOAN FORGIVENESS APPLICATION WHICH WAS APPROVED BY SMALL BUSINESS ADMINISTRATION ON JULY 13, 2022, FOR THE FULL AMOUNT OF $6,106,000. THE TOTAL BALANCE FORGIVEN WAS RECOGNIZED AS REVENUE WITHIN THE DECEMBER 31, 2022 AND REPORTED ON THE FORM 990, PART VIII, LINE 1(E). FORM 990, PART IV, LINE 26 THE LABOR MANAGEMENT REPORTING AND DISCLOSURE ACT (LMRDA) PROHIBITS ANY LOAN IN EXCESS OF $2,000 FROM A LABOR ORGANIZATION TO ANY OF ITS OFFICERS OR EMPLOYEES. 29 U.S.C. 503. THE UNITE HERE CONSTITUTION GOES FURTHER THAN THE LAW. LOANS IN ANY AMOUNT ARE PROHIBITED EXCEPT FOR SHORT-TERM ADVANCES OF ACTUAL, DOCUMENTED EXPENSES WHERE NECESSARY. ETHICAL PRACTICES CODE 2(D). FORM 990, PART VI, SECTION A, LINE 1A THERE ARE MATERIAL VOTING DIFFERENCES BETWEEN THE MEMBERS OF THE EXECUTIVE COMMITTEE. ONLY EXECUTIVE VICE PRESIDENTS MAY VOTE ON ANY CONTESTED MATTER. FORM 990, PART VI, SECTION A, LINE 2 EXECUTIVE VICE PRESIDENT, GEOCONDA ARGUELLO KLINE AND DIVISON DIRECTOR, KEVIN KLINE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 UNITE HERE IS A SECTION 501(C)(5) LABOR UNION THAT BY DEFINITION IS COMPRISED OF MEMBERS. UNITE HERE IS AN ASSOCIATION OF WORKERS WHO HAVE COMBINED TO PROTECT OR PROMOTE THE INTERESTS OF THE MEMBERS BY BARGAINING COLLECTIVELY TO SECURE BETTER WORKING CONDITIONS, WAGES, AND SIMILAR BENEFITS. FORM 990, PART VI, SECTION A, LINE 7A UNLIKE MOST NON-PROFIT CORPORATIONS, UNIONS ARE DEMOCRATIC ORGANIZATIONS WITH A VOTING CONSTITUENCY TO HOLD THEM ACCOUNTABLE: THEIR MEMBERS. THE RIGHT TO PARTICIPATE AND VOTE IN UNION AFFAIRS IS GUARANTEED. 29 U.S.C. 411. UNION OFFICERS ARE SUBJECT TO PERIODIC ELECTIONS IN WHICH ALL MEMBERS HAVE AN EQUAL RIGHT TO NOMINATE, RUN FOR OFFICE AND VOTE. NO ASSETS OF THE UNION OR OF ANY EMPLOYER MAY BE USED IN FURTHERANCE OF ANY CANDIDACY. 29 U.S.C 481. FORM 990, PART VI, SECTION A, LINE 7B UNITE HERE HAS AN ELABORATE ETHICAL PRACTICES CODE IN ARTICLE 25 OF ITS CONSTITUTION. THE ETHICAL PRACTICES CODE IS ENFORCED BY AN INDEPENDENT PUBLIC REVIEW BOARD. THE PUBLIC REVIEW BOARD HAS THE POWER TO MAKE FINAL AND BINDING DECISIONS, INCLUDING THE POWER TO REMOVE, SUSPEND, EXPEL, FINE OR FORFEIT THE BENEFITS OF ANY OFFICER OR EMPLOYEE OF UNITE HERE OR ITS AFFILIATES WHO VIOLATES THE ETHICAL PRACTICES CODE. ANY OFFICER, EMPLOYEE OR MEMBER OF UNITE HERE MAY FILE A COMPLAINT WITH THE PUBLIC REVIEW BOARD. THE UNITE HERE CONSTITUTION ALSO HAS A SYSTEM FOR MEMBERS TO CHARGE OFFICERS WITH VIOLATIONS OF THE CONSTITUTION OR ACTUAL ATTEMPTED MISAPPROPRIATION, FRAUD OR FINANCIAL MALPRACTICE INVOLVING ASSETS OF UNITE HERE OR ANY OF ITS AFFILIATES OR ANY EMPLOYEE BENEFIT PLAN. SUCH CHARGES ARE HEARD BY AN INTERNAL TRIAL BOARD, SUBJECT TO THOROUGH PROTECTIONS OF DUE PROCESS, THAT HAS POWERS TO DISCIPLINE OFFENDERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE INTERNATIONAL UNIONS' ACCOUNTING/ FINANCE DEPARTMENT. THE FORM 990 IS NOT DISTRIBUTED TO THE FULL EXECUTIVE BOARD; IT IS CIRCULATED TO THE SECRETARY-TREASURER, GENERAL COUNSEL, AND A FEW SELECT UNITE HERE OFFICERS AND REVIEWED FOR COMPLETION AND ACCURACY. ONCE FINALIZED, THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 SECTION 302 OF THE LABOR MANAGEMENT RELATIONS ACT, 1947, 29 U.S.C. 186 PROHIBITS A LABOR ORGANIZATION, ITS OFFICERS OR AGENTS FROM RECEIVING ANYTHING OF VALUE FROM AN EMPLOYER WHOSE EMPLOYEES THE UNION EITHER REPRESENTS OR MIGHT SEEK TO REPRESENT. THE NATIONAL LABOR RELATIONS BOARD ALSO HAS RULES AGAINST UNION CONFLICTS OF INTEREST, SUCH AS UNION OWNERSHIP OF BUSINESSES THAT MAY COMPETE WITH EMPLOYERS WHOSE EMPLOYEES THE UNION REPRESENTS. UNITE HERE PROHIBITS CONFLICTS OF INTEREST BASED ON ITS RIGOROUS ETHICAL PRACTICE CODE AND AN INDEPENDENT PUBLIC REVIEW BOARD ENFORCES THE CODE. PART VI, SECTION B, LINE 13 UNITE HERE INTERNATIONAL UNION IS A LABOR ORGANIZATION GOVERNED BY FEDERAL LAW. THE LABOR MANAGEMENT REPORTING AND DISCLOSURE ACT OF 1959, 29 U.S.C. 402 ET SEQ. ("LMRDA"), IMPOSES AN EXPLICIT FIDUCIARY DUTY ON UNIONS AND THEIR OFFICERS. 29 U.S.C. 501. THIS DUTY INCLUDES "TO REFRAIN FROM DEALING WITH SUCH ORGANIZATION AS AN ADVERSE PARTY OR IN UNITE HERE 13-3819434 BEHALF OF AN ADVERSE PARTY IN ANY MATTER CONNECTED WITH HIS DUTIES AND FROM HOLDING OR ACQUIRING ANY PECUNIARY OR PERSONAL INTEREST WHICH CONFLICTS WITH THE INTERESTS OF SUCH ORGANIZATION, AND TO ACCOUNT TO THE ORGANIZATION FOR ANY PROFIT RECEIVED BY HIM IN WHATEVER CAPACITY IN CONNECTION WITH TRANSACTIONS CONDUCTED BY HIM OR UNDER HIS DIRECTION ON BEHALF OF THE ORGANIZATION". UNIONS ARE ALSO REQUIRED TO FILE DETAILED ANNUAL REPORTS THAT ARE AVAILABLE PUBLICLY. 29 U.S.C. 431(B). INDIVIDUAL UNION OFFICERS AND EMPLOYEES ARE REQUIRED TO FILE ANNUAL REPORTS DISCLOSING RELATIONSHIPS THAT MIGHT LEAD TO CONFLICTS OF INTEREST. 29 U.S.C. 432. THE UNION'S CONSTITUTION IS FILED WITH THE DEPARTMENT OF LABOR AND ARE ALSO AVAILABLE PUBLICLY. 29 U.S.C. 431(A). THIS LAW ALSO PROVIDES WHISTLEBLOWER PROTECTION. 29 U.S.C. 529. UNLIKE INTERNAL CORPORATE WHISTLE BLOWING POLICIES, THIS ONE GIVES THE WHISTLEBLOWER THE RIGHT TO SUE IN COURT TO REDRESS ANY RETALIATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT AND ALL OTHER INTERNATIONAL OFFICERS OF UNITE HERE IS SET BY THE GENERAL EXECUTIVE BOARD. THE GENERAL EXECUTIVE BOARD IS ELECTED BY THE DELEGATES TO THE CONVENTION, WHO ARE IN TURN ELECTED BY SECRET BALLOT BY THE MEMBERS OF UNITE HERE. THE SETTING OF COMPENSATION HAS NEVER BEEN DONE BY COMPARISON TO OTHER ORGANIZATIONS ALTHOUGH THERE IS A REASONABLE LEVEL OF AWARENESS OF WHAT THE TOP OFFICERS OF THE OTHER UNIONS ARE PAID. FORM 990, PART VI, SECTION C, LINE 19 THE UNITE HERE FORM 990 IS MADE AVAILABLE TO THE PUBLIC AT ITS MAIN PLACE OF BUSINESS AND ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S LM-2 IS AVAILABLE ON THE DEPARTMENT OF LABOR'S WEBSITE OR BY REQUEST TO THAT AGENCY. THE FORM IS ALSO AVAILABLE TO MEMBERS UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS AND OTHER ORGANIZING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT MANAGEMENT'S DISCRETION. THE CONSTITUTION, WHICH CONTAINS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, IS AVAILABLE TO MEMBERS UPON REQUEST. 275 SEVENTH AVENUE BUILDING LLC 275 SEVENTH AVENUE NEW YORK NY 10001 208043841 REAL ESTATE NY 36265889 54802424 UNITE HERE UNITE HERE EDUCATION AND SUPPORT FUND 275 SEVENTH AVENUE NEW YORK NY 10001 522351515 ECONOMIC SUPPORT NV 501(C)(3) UNITE HERE 1 UNITE HERE TIP CAMPAIGN COMMITTEE FEC 1050 FIRST STREET NE WASHINGTON DC 20463 132726652 PAC FUND NY 527 UNITE HERE 1 UNITE HERE TIP STATE AND LOCAL FUND NYSBOE 40 NORTH PEARL STREET SUITE ALBANY NY 122072729 134140721 PAC FUND NY 527 UNITE HERE 1 UNITE HERE TIP STATE & LOCAL CONNECTICUT CAMPAIGN FIN DISCLOSURE UNIT 3RD FL HARTFORD CT 06106 651264689 PAC FUND CT 527 UNITE HERE 1 UNITE HERE TIP MISSOURI STATE & LOCAL FUND 3411 KNIPP DR SUITE A JEFFERSON CITY MO 65109 205579748 PAC FUND MO 527 UNITE HERE 1 UNITE HERE TIP STATE & LOCAL RHODE ISLAND CAMPAIGN FINANCE DIVISION 50 BRANCH PROVIDENCE RI 02904 900767595 PAC FUND RI 527 UNITE HERE 1 UNITE HERE TIP COLORADO STATE & LOCAL FUND OFFICE OF THE CLERK RECORDER 201 W DENVER CO 80202 272582867 PAC FUND CO 527 UNITE HERE 1 UNITE HERE PAC FEC 1050 FIRST STREET NE WASHINGTON DC 20463 813940192 SUPER PAC FUND NY 527 UNITE HERE 1 UNITE HERE ACTION FUND INTERNAL REVENUE SERVICE CENTER OGDEN UT 842010027 851613352 SOCIAL WELFARE DC 501(C)(4) UNITE HERE 1 WORKERS VOTE FEC1050 FIRST STREET NE WASHINGTON DC 20463 852403579 SUPER PAC FUND NY 527 UNITE HERE 1 UNITE HERE FLORIDA PAC FLORIDA DEPARTMENT OF STATE 500 S B TALLAHASE FL 32399 825451347 PAC FUND FL 527 UNITE HERE 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 UNITE HERE TIP STATE AND LOCAL FUND R 4604052 FMV UNITE HERE PAC B 9500000 FMV