Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-7176373

UFCW LOCAL 1500 WELFARE FUND

Tax-exempt · WESTBURY, NY 11590

Financials

$78.9M$78.6M2023$84.2M$85.9M2024
Revenue Expenses · by fiscal year end
Financials of UFCW LOCAL 1500 WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$84,195,712$85,857,202-$1,661,490$62,246,221$11,900,552$50,345,669
December 31, 2023990$78,912,899$78,587,333$325,566$60,210,518$9,368,562$50,841,956
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$76,279,821
Investment income
$3,080,141
Net gain from sales of assets
$511,427
Other revenue
$4,835,750

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$83,043,292
Other salaries and wages
$1,168,085
Salaries, compensation and benefits (total)
$1,605,522
Professional fundraising fees
$0
Legal fees
$56,100
Accounting fees
$50,413
Occupancy
$323,800
Travel
$3,650

Balance sheet and other

Total assets, start of year
$60,210,518
Total assets, end of year
$62,246,221
Total liabilities, end of year
$11,900,552
Net assets, end of year
$50,345,669
Publicly traded securities
$57,520,360
Gross receipts
$96,495,573
Employees
0
Volunteers
0
Year formed
1948
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT NEWELLUNION TRUSTEE
Trustee or director, Officer
8$0$364,288$43,180
ALY WADDYSECRETARY-TREASURER
Highest-paid employee
1$0$314,269$39,589
JOSEPH WADDYUNION TRUSTEE
Trustee or director, Officer
5$0$249,674$35,751
PAUL SANTARPIAUNION TRUSTEE
Trustee or director, Officer
5$0$177,846$27,659
JULIUS SCORZELLIVICE PRESIDENT
Highest-paid employee
1$0$142,286$28,470
GREGORY PASQUALEVICE PRESIDENT
Highest-paid employee
1$0$136,588$29,876
ROBERT ECKERVICE PRESIDENT
Highest-paid employee
1$0$132,088$27,617
DAVID BRIJALLVICE PRESIDENT
Highest-paid employee
1$0$124,538$29,084
PAT DURNINGEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
ROBERT SPINELLAEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
CAROLANN MARONEYEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT NEWELLUNION TRUSTEE
Trustee or director, Officer
8$0$372,474$41,614
ALY WADDYSECRETARY-TREASURER
Highest-paid employee
1$0$308,495$36,573
JOSEPH WADDYUNION TRUSTEE
Trustee or director, Officer
5$0$237,045$32,955
LYNN SHIELSVICE PRESIDENT
Highest-paid employee
1$0$202,273$11,901
PAUL SANTARPIAUNION TRUSTEE
Trustee or director, Officer
5$0$167,828$27,376
JULIUS SCORZELLIVICE PRESIDENT
Highest-paid employee
1$0$135,074$26,410
GREGORY PASQUALEVICE PRESIDENT
Highest-paid employee
1$0$128,513$28,363
ROBERT ECKERVICE PRESIDENT
Highest-paid employee
1$0$120,278$27,197
PAT DURNINGEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
ROBERT SPINELLAEMPLOYER TRUSTEE
Trustee or director
2$0$0$0
CAROLANN MARONEYEMPLOYER TRUSTEE
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
425 MERRICK AVE, WESTBURY, NY 11590-6601
In care of
% FUND OFFICE
Principal officer (990 for 2024)
ROBERT NEWELL, 425 MERRICK AVE, WESTBURY, NY 11590
Signed the 990
ROBERT NEWELL, TRUSTEE
Phone
(516) 214-1300
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

Mission

TO PROVIDE EMPLOYEE BENEFITS IN THE FORM OF HEALTH AND WELFARE PLANS FOR MEMBERS OF UFCW LOCAL 1500 AND THEIR DEPENDENTS

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE EMPLOYEE BENEFITS IN THE FORM OF HEALTH AND WELFARE PLANS FOR MEMBERS OF UFCW LOCAL 1500 AND THEIR DEPENDENTS

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-7176373
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1957
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$62,246,221
Income (IRS master file)
$96,495,573

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$84,195,712$85,857,202$62,246,221IRS
990December 2023$78,912,899$78,587,333$60,210,518XML
990December 2022$78,737,665$72,484,967$57,714,600IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7176373).

Questions about UFCW LOCAL 1500 WELFARE FUND

What is the EIN of UFCW LOCAL 1500 WELFARE FUND?
The employer identification number (EIN) of UFCW LOCAL 1500 WELFARE FUND is 23-7176373.
Is UFCW LOCAL 1500 WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1957.
Are donations to UFCW LOCAL 1500 WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UFCW LOCAL 1500 WELFARE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UFCW LOCAL 1500 WELFARE FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UFCW LOCAL 1500 WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UFCW LOCAL 1500 WELFARE FUND?
The 990 for the year ended December 31, 2024 names ROBERT NEWELL.
Who are the officers and directors of UFCW LOCAL 1500 WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does UFCW LOCAL 1500 WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $84,195,712, expenses of $85,857,202 and total assets of $62,246,221 at year end.

Other nonprofits in WESTBURY

All nonprofits in WESTBURY · New York