2026-06-17T12:49:17-05:00 2025-12-31 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2025-01-01 060694008 UNITE HERE 217 LOCAL UNIT 2038657315 425 COLLEGE STREET NEW HAVEN CT 06511 JOSHUA STANLEY SECRETARY-TREASURER 2038657315 2026-06-16 1 DANA HARVEY CPA P01452206 2033877771 2025 2025-03-06 01:10:19Z JOSHUA STANLEY 425 COLLEGE STREET NEW HAVEN CT 06511 2155444 0 8177 X N/A X 2001 CT LABOR UNION 22 20 92 0 0 0 84083 188469 1210625 1443913 3898 52024 929639 471038 2228245 2155444 12941 67683 72043 0 1443721 1259771 0 0 0 776406 771720 2305111 2099174 -76866 56270 1837374 1885272 10608 2235 1826766 1883037 THE UNION MISSION IS TO SECURE IMPROVED WAGES, WORKING CONDITIONS & OTHER ECONOMIC ADVANTAGES FOR ITS MEMBERS THROUGH ORGANIZING, NEGOTIATING & THE COLLECTIVE BARGAINING PROCESS THROUGH LEGAL AND ECONOMIC MEANS, AND OTHER LAWFUL METHODS. 0 0 ADMINISTERED & NEGOTIATED COLLECTIVE BARGAINING AGREEMENTS THAT PROVIDE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES FOR ITS RESPECTIVE MEMBERS. 0 1 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 92 1 0 0 0 0 1 1 0 0 0 X 22 20 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 0 0 0 X JESSICA SURACI 2038657315 425 COLLEGE STREET NEW HAVEN CT 06511 KIM DAVIS TRUSTEE 1.00 X 0 0 0 DIANE STEVENSON (FORMER) TRUSTEE 1.00 X 0 0 0 BRANSLEY BARNABY TRUSTEE 1.00 X 2132 0 0 BETTY ALFORD EXECUTIVE BOARD 1.00 X 0 0 0 DORETTA BOWMAN EXECUTIVE BOARD 1.00 X 0 0 0 ALAN BRANDON EXECUTIVE BOARD 1.00 X 0 0 0 THEODORE BRIGGS EXECUTIVE BOARD 1.00 X 0 0 0 DENNIS FIORE EXECUTIVE BOARD 1.00 X 0 0 0 BERYL HICKS EXECUTIVE BOARD 1.00 X 0 0 0 DONALD JEAN-MARIE EXECUTIVE BOARD 1.00 X 0 0 0 JASON PELLETIER EXECUTIVE BOARD 1.00 X 0 0 0 DIANA ST MARK EXECUTIVE BOARD 40.00 X 0 0 0 ORLANDO VARGAS EXECUTIVE BOARD 1.00 X 0 0 0 LATASHA VEREEN EXECUTIVE BOARD 1.00 X 0 0 0 ADAM LAROCCA TRUSTEE 1.00 X 50 0 0 FRANCISCO TOBIAS VICE PRESIDENT - 4TH 1.00 X 0 0 0 JIFENG SHEN TRUSTEE 1.00 X 0 0 0 KEN BLAIR PRESIDENT 15.00 X 42162 0 0 NICHOLAS MCDONALD VICE PRESIDENT 1ST 3.00 X 1171 0 0 STEPHEN ALDERMAN VICE PRESIDENT - 2ND 3.00 X 637 0 0 JOSHUA STANLEY SECRETARY-TREASURER 50.00 X 83367 0 51542 JOSE SANCHEZ VICE PRESIDENT - 3RD 1.00 X 2681 0 0 JHERMYNNE BURGOS VICE PRESIDENT - 5TH 1.00 X 1500 0 51 133700 0 51593 0 0 0 0 0 188469 188469 MEMBERSHIP DUES/FEES 900099 1443913 1443913 1443913 52024 52024 REIMBURSEMENTS/REFUNDS 900099 471038 471038 471038 2155444 1914951 0 52024 67683 133700 707717 85977 264945 67432 32725 12850 4471 71733 28831 66866 2290 512264 3934 12750 EDUCATION AND PUBLICITY 14362 UNION EVENTS 7095 STRIKE EXPENSE 1549 2099174 1470521 478548 349232 1199201 43308 40678 6564 2630 11057 204893 1837374 1885272 10608 2235 10608 2235 X 1826766 1683037 200000 1826766 1883037 1837374 1885272 X 56270 1 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30415 30415 30415 1 UNITE HERE TIP CAMPAIGN COMMITTEE 275 7TH AVENUE NEW YORK NY 10001 20415 LOCAL 217 PAC FUND 425 COLLEGE STREET NEW HAVEN CT 06511 10000 1 1 0 8800 7460 1340 34508 33218 1290 2630 SECURITY DEPOSITS 600 OPERATING LEASES - ROU ASSETS 2235 DUE FROM NHR 2058 STRIKE FUNDS 200000 204893 LEASE LIABILITES - ROU ASSETS 2235 2235 X 2154425 2058 2058 2152367 3077 3077 2155444 2101232 2058 2058 2099174 0 2099174 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE UNION TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE UNION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. THE UNION BELIEVES THAT THE INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2021 AND PRIOR ARE CLOSED YEARS AND ARE NOT SUBJECT TO THE AUDIT PROCESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DUES REFUND NETTED AGAINST PROGRAM FEES 1,394. FUNDS FOR TRANSMITTAL 664. PART XI, LINE 4B - OTHER ADJUSTMENTS: PRIOR YEAR INTEREST TIMING VARIANCE 3,076. ROUNDING ADJUSTMENT 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: REFUND OF PROGRAM SERVICE REVENUE - MEMBER DUES 1,394. FUNDS FOR TRANSMITTAL 664. 1 NEW HAVEN RISING 425 COLLEGE STREET NEW HAVEN CT 06511 383880338 501 (C) (4) 25000 0 FMV CONTRIBUTION - COMMUNITY SUPPORT 1 PART I, LINE 2: THE UNION'S EXECUTIVE BOARD OVERSEES AND APPROVES ALL CONTRIBUTIONS TO ORGANIZATIONS TO BRING TO MEMBERSHIP FOR APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 LABOR UNION CONSISTS OF MEMBERS THAT PAY DUES TO THE ORGANIZATION AND WORK FOR AN EMPLOYER THAT OPERATES UNDER A COLLECTIVE BARGAINING AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A UNION MEMBERS IN GOOD STANDING ARE ABLE TO VOTE FOR OFFICERS OF THE UNION AT ELECTIONS THAT ARE HELD IN ACCORDANCE WITH THE UNION BYLAWS(NORMALLY EVERY THREE YEARS). FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MEMBERSHIP APPROVES CERTAIN EXECUTIVE BOARD DECISIONS SUCH AS THE PURCHASE OF CERTAIN ASSETS AS REQUIRED UNDER THE UNION BY LAWS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO APPLICABLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FOR WHICH MINUTES WOULD NEED TO BE RECORDED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED WITH CERTAIN MEMBERS OF UNION MANAGEMENT PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C UNITE HERE LOCAL 217 FUE IS A LABOR ORGANIZATION GOVERNED BY FEDERAL LAW. THE LABOR MANAGEMENT REPORTING AND DISCLOSURE ACT OF 1959, 29 U.S.C. SEC 402 ET SEQ. ("LMRDA"), IMPOSES AN EXPLICIT FIDUCIARY DUTY ON UNIONS AND THEIR OFFICERS. 29 U.S.C. SEC 501. THIS DUTY INCLUDES "TO REFRAIN FROM DEALING WITH SUCH ORGANIZATION AS AN ADVERSE PARTY OR IN 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. SEC 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. SEC 432. THE UNION'S BYLAWS ARE FILED WITH THE DEPARTMENT OF LABOR AND ARE ALSO AVAILABLE PUBLICLY. 29 U.S.C. SEC 431(A). THIS LAW ALSO PROVIDES WHISTLEBLOWER PROTECTION. 29 U.S.C SEC 529. UNLIKE INTERNAL CORPORATE WHISTLEBLOWING POLICIES, THIS ONE GIVES THE WHISTLEBLOWER THE RIGHT TO SUE IN COURT TO REDRESS ANY RETALIATION. SECTION 302 OF THE LABOR MANAGEMENT RELATIONS ACT, 1947, 29 U.S.C. SEC 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. BAUSCH & LOMB OPTICAL CO., 108 NLRB 1555 (1954) ALSO 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. SEC 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. SEC 481. UNITE HERE HAS AN ELABORATE ETHICAL PRACTICES CODE IN ARTICLE 23 OF ITS CONSTITUTION. THE ETHICAL PRACTICES CODE IS ENFORCED BY AN INDEPENDENT PUBLIC REVIEW BOARD WHOSE MEMBERS ARE APPOINTED WITH CONCURRENCE OF THE UNITED STATES GOVERNMENT. 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 COMPLIANT WITH THE PUBLIC REVIEW BOARD. THIS RIGHT AND HOW TO EXERCISE IT IS PUBLISHED IN THE UNION'S ANNUAL JOURNAL. THE UNITE HERE CONSTITUTION ALSO HAS A SYSTEM FOR MEMBERS TO CHARGE OFFICERS WITH VIOLATIONS OF THE CONSTITUTION OR "ACTUAL OR 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, WHICH HAS THE POWER TO DISCIPLINE OFFENDERS. THE LMRDA PROHIBITS ANY LOAN IN EXCESS OF $2,000 FROM A LABOR ORGANIZATION TO ANY OF ITS OFFICERS OR EMPLOYEES. 29 U.S.C. SEC 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 SEC 2(D). THE COMPENSATION OF OFFICERS AND EMPLOYEES OF THE UNION IS SET BY THE EXECUTIVE BOARD AND THE MEMBERS. THERE ARE 26 MEMBERS OF THE UNION'S EXECUTIVE BOARD. ALL OF THE MEMBERS OF THE UNION'S EXECUTIVE BOARD ARE EMPLOYED BY OR HAVE CONTRACTS FOR THE PERFORMANCE OF SERVICES WITH THE EMPLOYER. FORM 990, PART VI, SECTION C, LINE 19 THE UNION DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: ROUNDING ADJUSTMENT 1. FORM 990, PART XII, LINE 1 METHOD OF ACCOUNTING THE UNION MAINTAINS ITS BOOKS AND RECORDS AND FILES ITS TAX RETURN ON THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C OVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY. THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR THE AUDIT PROCESS INCLUDING SELECTION OF THE INDEPENDENT AUDITOR. UNITE HERE 275 SEVENTH AVENUE NEW YORK NY 10001 133819434 LABOR UNION NY 501(C)(5) 0 LOCAL 217 PAC FUND 425 COLLEGE STREET NEW HAVEN CT 06511 POLITICAL ACTION FUND CT 527 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 UNITE HERE C 189469 CASH VALUE