2024-11-13T13:58:42-06:00 2023-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 310621221 UNITED FOOD AND COMMERCIAL WORKERS UNION LOCAL NO 75 UNIT 9376650075 7250 POE AVENUE 400 DAYTON OH 45414 KEVIN GARVEY PRESIDENT 5135437222 2024-11-13 1 1 BRIDGETTE MUGGE P00671418 2627549400 2024-11-13 2023 2024-10-15 13:58:12Z UFCW LOCAL 75 KEVIN GARVEY 7250 POE AVENUE 400 DAYTON OH 45414 20739910 0 0278 X WWW.UFCW75.ORG X 1937 OH ORGANIZE, UNITE, AND ASSIST PERSONS FOR THE PURPOSE OF IMPROVING WAGES, HOURS, AND BENEFITS. 34 1 306 0 0 0 0 0 14909826 14899456 301705 380334 845 25631 15212376 15305421 113458 121919 0 0 5623465 5461944 0 0 0 7924938 7991973 13661861 13575836 1550515 1729585 16315328 17831769 6608 95303 16308720 17736466 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 15 0 306 1 0 0 0 0 0 0 0 0 X 34 1 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 50.00 1.00 X X 314403 0 37354 BRYON O'NEAL SECRETARY/TREASURER 50.00 1.00 X X 283982 0 43983 WILLIAM SCOTT ADKINS VP/E-BOARD 50.00 1.00 X 125241 0 39393 TOM BIERMAN DIRECTOR OF FINANCE/VP 50.00 1.00 X 138186 0 40115 KAREN BROWN EXEC VICE PRES/E-BRD/VP 50.00 1.00 X 140011 0 18569 SCOTT KESLER VP/E-BOARD 1.00 1.00 X 111868 0 39036 JOY CHURCH RECORDING SECRETARY 50.00 1.00 X 87605 0 29657 RICHARD BYRD VP/E-BOARD 1.00 1.00 X 3993 0 0 STEVE WITTEKIND VP/E-BOARD/AREA DIRECTOR 50.00 1.00 X 118742 0 30604 NANCY ANDERSON VP/E-BOARD 1.00 1.00 X 5273 0 0 LAURA BERLINCOURT VP/E-BOARD 1.00 1.00 X 7473 0 0 VASHYRA CANNON VP/E-BOARD 1.00 1.00 X 5054 0 0 DOUGLAS CORRELL VP/E-BOARD 1.00 1.00 X 3528 0 0 CHARLES DILLARD VP/E-BOARD 1.00 1.00 X 4288 0 0 RAYMOND FLUKER VP/E-BOARD 1.00 1.00 X 5139 0 0 STEPHANIE FLUM VP/E-BOARD 1.00 1.00 X 3955 0 0 ROBERTA GREAVER VP/E-BOARD 1.00 1.00 X 6743 0 0 DEBORAH GRIFFIN VP/E-BOARD 1.00 1.00 X 6689 0 0 BRIAN HOLLAR VP/E-BOARD 1.00 1.00 X 4741 0 0 KATHLEEN JONES VP/E-BOARD 1.00 1.00 X 4832 0 0 ROBERT KIMBALL VP/E-BOARD 1.00 1.00 X 4621 0 0 ANGELA LANIER VP/E-BOARD 1.00 1.00 X 2260 0 0 MARTIN LEWIS VP/E-BOARD 1.00 1.00 X 4688 0 0 JAMES PETTY VP/E-BOARD 1.00 1.00 X 4225 0 0 RANDY SCHOLTZ VP/E-BOARD 1.00 1.00 X 4935 0 0 SOPHIA SIMMONS VP/E-BOARD 1.00 1.00 X 4165 0 0 DONALD WATKINS VP/E-BOARD 1.00 1.00 X 3805 0 0 MELINDA EDWARDS-MIONER THRU 11823 VP/E-BOARD 1.00 1.00 X 3150 0 0 CHRISTOPHER PRICE THRU 71223 VP/E-BOARD 1.00 1.00 X 1940 0 0 JAMES WHALEY THRU 92723 VP/E-BOARD 1.00 1.00 X 2840 0 0 IMARA BAILEY START 91323 VP/E-BOARD 1.00 1.00 X 5425 0 241 RACHEL FERGUSON START 71223 VP/E-BOARD 1.00 1.00 X 2575 0 0 HAZAEL HERRERA START 91323 VP/E-BOARD 1.00 1.00 X 4504 0 0 ZACHARY STUMPF START 11823 VP/E-BOARD 1.00 1.00 X 1115 0 0 KATARA VARNER START 11823 VP/E-BOARD 1.00 1.00 X 4586 0 1136 WILLIAM BENNER ORGANIZING DIRECTOR 40.00 X 107284 0 30356 ALECIA LANE ACCOUNTANT 45.00 X 102691 0 38885 1646555 0 349329 8 0 1 0 0 MEMBERSHIP DUES 900099 14851323 14851323 SUPPORT FROM INTL UNION 900099 48133 48133 14899456 387094 387094 5426229 1500 5433489 1000 -7260 500 -6760 -6760 REIMBURSED EXPENSES 900099 25541 25541 MISCELLANOUS INCOME 900099 90 90 25631 15305421 14925087 0 380334 121919 1721828 2322347 162232 955619 299918 47098 89488 115041 327393 543330 135000 237603 194854 5458296 161721 76061 STEWARD FEES AND MEETIN 225074 INFORMATIONAL PICKETING 93023 NEGOTIATING 69911 CHRISTMAS EXPENSE 63996 154084 13575836 4850964 3943594 281520 381785 90623 82889 1337695 845773 344976 491922 10741517 12931579 5728 0 16315328 17831769 0 11521 6608 83782 6608 95303 X 16308720 17736466 16308720 17736466 16315328 17831769 X 1729585 -301839 X X 0 1 X 1 0 UFCW INTERNATIONAL ABC FUND 1775 K ST NW WASHINGTON DC 20006 202628 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 12/31/2023, THE ACCOUNT HAD A ZERO BALANCE. EMPLOYEES AND MEMBERS TAKE PART IN VARIOUS CAMPAIGNING INCLUDING PHONE BANKS, CONFERENCES, AND MEETINGS. 92420 92420 0 189271 116452 72819 1056004 636901 419103 491922 DEPOSITS 83782 83782 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. THE FOUNDATION HAS SUBMITTED AN APPLICATION TO BE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE LOCAL, CORPORATION, AND FOUNDATION HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. THE LOCAL'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO DECEMBER 31, 2020. 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) 11250 0 PROVIDE ASSISTANCE UFCW LOCAL 75 FOUNDATION 7250 POE AVE DAYTON OH 45414 842527106 501(C)(3) 10600 0 PROVIDE ASSISTANCE CAMPBELL SOUP SUPPLY CO PO BOX 311 NAPOLEON OH 43545 210419870 6000 0 PROVIDE ASSISTANCE UNITED WAY LABOR COMMUNITY SER 1001 MADISON AVE STE 100 TOLEDO OH 43604 310536658 501(C)(3) 6000 0 PROVIDE ASSISTANCE SHOOT FOR A CURE 3091 EAST 98TH STREET SUITE150 INDIANAPOLIS IN 46280 800171936 6480 0 PROVIDE ASSISTANCE SOUTH PACIFIC CHARITABLE FOUNDATION 808 FACTORY ST HONOLULU HI 96819 800667446 501(C)(3) 10000 0 PROVIDE ASSISTANCE UFCW LOCAL 951 4045 60TH ST SE KENTWOOD MI 49512 383347392 6500 0 PROVIDE ASSISTANCE 8 5 PART I, LINE 2: RECIPIENT ORGANIZATIONS ARE CHOSEN BY THE BOARD. X X X 0 0 0 KEVIN GARVEY PRESIDENT 215891 0 98512 0 0 0 13513 0 23841 0 351757 0 0 0 BRYON O'NEAL SECRETARY/TREASURER 202528 0 81454 0 0 0 11538 0 32445 0 327965 0 0 0 TOM BIERMAN DIRECTOR OF FINANCE/VP 132935 0 5251 0 0 0 7670 0 32445 0 178301 0 0 0 WILLIAM SCOTT ADKINS VP/E-BOARD 120516 0 4725 0 0 0 6948 0 32445 0 164634 0 0 0 KAREN BROWN EXEC VICE PRES/E-BRD/VP 134760 0 5251 0 0 0 7670 0 10899 0 158580 0 0 0 SCOTT KESLER VP/E-BOARD 107364 0 4504 0 0 0 6591 0 32445 0 150904 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 -301,839. 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 FAIR VALUE UFCW 75 REAL ESTATE CORPORATION R BOOK VALUE OF ASSETS TRANSFERRED UFCW LOCAL 75 FOUNDATION INC B BOOK VALUE OF ASSETS TRANSFERRED