Unite Here 100 Local FY2020 filing

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Dues and initiation fees are collected from union members in order to protect and promote the interests of labor in connection with employment.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$117K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $541K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$117K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 6.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $193K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 19 voting members
Looks good: 14 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.1M
Spent
$6.7M
Net assets
$3.6M
By yearFY2020–FY2024
Revenue
$8.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$8.1M
FY2021$5.0M
FY2022$7.4M
FY2023$7.0M
FY2024$7.8M
Expenses
$6.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$6.7M
FY2021$5.3M
FY2022$6.2M
FY2023$5.9M
FY2024$8.4M
Net assets
$3.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.6M
FY2021$3.2M
FY2022$4.4M
FY2023$5.4M
FY2024$4.8M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

19 people listed on the 990; $117K paid to officers and key staff.

Part VII, Section A · reportable compensation
Secretary-Treasurer
$115,102Pt VII · Sec A
$928Pt VII · Sec A
Executive Board
$368Pt VII · Sec A
Executive Board
$234Pt VII · Sec A
Executive Board
$150Pt VII · Sec A
Executive Board
$0Pt VII · Sec A
Executive Board
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jose Maldonado$192,594$165,990$158,911$132,305$115,102
Surgida Lozada$145,614$110,027$104,739$84,980—
Dennis Diaz$100,469————
Gerard Cerda$10,267$5,175$5,175$19,800—
Jefferson McKinley———$14,148—
Cynthia Patterson$10,929$280$465——
Christina Dubose$3,375—$2,552$7,761—
Julio Morel—$7,599———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Collects member fees to protect and promote labor interests at work.

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1 program · in their own filed words · FY2020
01

Dues and initiation fees are collected from union members in order to protect and promote the interests of labor in connection with employment.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$193K
Grants paid · 5 grants · $105K · 2020–2023
Workers Defense League INCNY · FY2023$10,000
Local 100 Pac FundFY2022$25,000
Unitemized GrantFY2021$49,602
Workers Defense League INCNY · FY2021$10,000
Workers Defense League INCNY · FY2020$10,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$8.1M
Ln 12
Fees for servicesLn 2g$6.0M
Gifts and grantsLn 1h$2.1M
Other incomeLn 4–11$4K
Money outPt IX
$6.7M
Ln 25
Owns and owesPt X
$3.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.5M
Total assetsLn 16$3.6M
LiabilitiesLn 26$0
PeoplePt VI, VII
19
listed · VII A
PaidVII A5
Voting boardVI 1a19
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Fees for servicesLn 2g$6.0M
Investment incomeLn 3$4K
Other incomeLn 4–11$4K
Total revenueLn 12$8.1M
Assets in detailPt X, end of year
CashLn 1−$218K
SavingsLn 2$3.8M
Cash and savings togetherLn 1–2$3.5M
Land, buildings, equipmentLn 10c$12K
Other assetsLn 15$7K
Total assetsLn 16$3.6M
LiabilitiesLn 26$0
Net assetsLn 32$3.6M
OperationsPt I, VI
EmployeesI 588
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.1M$3.5M
Land, buildings, equipmentLn 10c$17K$12K
Total assetsLn 16$2.1M$3.6M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.1M$3.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$14K
Grants to domestic individualsLn 2$115K
Pay of current officers, directors and key staffLn 5$155K
Other salaries and wagesLn 7$2.4M
Pension plan contributionsLn 8$202K
Other employee benefitsLn 9$705K
Payroll taxesLn 10$225K
Legal feesLn 11b$95K
Accounting feesLn 11c$13K
Other fees for servicesLn 11g$205K
Office expensesLn 13$210K
Information technologyLn 14$4K
OccupancyLn 16$298K
TravelLn 17$2K
Conferences, conventions and meetingsLn 19$13K
Payments to affiliatesLn 21$1.7M
Depreciation, depletion and amortizationLn 22$7K
InsuranceLn 23$37K
Other expenses (24a–d)Ln 24$223K
All other expensesLn 24e$12K
Total functional expensesLn 25$6.7M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $7.8M$8.4M−$634K$4.8M 990 PDF
FY2023 $7.0M$5.9M$1.1M$5.4M 990 PDF
FY2022 $7.4M$6.2M$1.1M$4.4M 990 PDF
FY2021 $5.0M$5.3M−$330K$3.2M 990 PDF
FY2020 Viewing $8.1M$6.7M$1.5M$3.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $8,127,819 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$2,116,922
I-9 Program service revenuePrior year $7,053,986$6,003,345
I-10 Investment incomePrior year $4,616$3,530
I-11 Other revenuePrior year $508,696$4,022
I-12 Total revenuePrior year $7,567,298$8,127,819
I-13 Grants and similar amounts paidPrior year $20,154$129,653
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,137,518$3,729,643
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,180,740$2,797,827
I-18 Total expensesPrior year $7,338,412$6,657,123
I-19 Revenue less expensesPrior year $228,886$1,470,696
Part VI · Governance 14 of 19 board members independent, 3 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members14
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $8,127,819 across 6 lines filed
VIII-1f All other contributions, gifts and grants$2,116,922
VIII-1h Total contributions, gifts and grants$2,116,922
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,003,345$6,003,345
VIII-3 Investment incomeExcluded from tax $3,530$3,530
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,022$4,022
VIII-12 Total revenueRelated to mission $6,007,367 · Unrelated business $0 · Excluded from tax $3,530$8,127,819
Part IX · Statement of functional expenses $6,657,123 across 20 lines filed
IX-1 Grants to domestic organizations$14,496
IX-2 Grants to domestic individuals$115,157
IX-5 Pay of current officers, directors and key staff$155,296
IX-7 Other salaries and wages$2,441,821
IX-8 Pension plan contributions$202,352
IX-9 Other employee benefits$704,783
IX-10 Payroll taxes$225,391
IX-11b Legal fees$95,398
IX-11c Accounting fees$12,750
IX-11g Other fees for services$204,584
IX-13 Office expenses$209,617
IX-14 Information technology$3,622
IX-16 Occupancy$297,800
IX-17 Travel$1,778
IX-19 Conferences, conventions and meetings$12,835
IX-21 Payments to affiliates$1,680,246
IX-22 Depreciation, depletion and amortization$7,200
IX-23 Insurance$37,176
IX-24 Other expenses (24a–d)$223,113
IX-24e All other expenses$11,708
IX-25 Total functional expenses$6,657,123
Part X · Balance sheet $3,567,030 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year −$2,527−$218,133
X-2 Savings and temporary cash investmentsStart of year $2,074,954$3,766,784
X-10c Land, buildings and equipment, netStart of year $17,306$11,778
X-15 Other assetsStart of year $6,601$6,601
X-16 Total assetsStart of year $2,096,334$3,567,030
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $2,096,334$3,567,030
X-32 Total net assets or fund balancesStart of year $2,096,334$3,567,030
X-33 Total liabilities and net assetsStart of year $2,096,334$3,567,030
Part XI · Reconciliation of net assets $3,567,030 net assets at year end
XI-1 Total revenue$8,127,819
XI-2 Total expenses$6,657,123
XI-3 Revenue less expenses$1,470,696
XI-4 Net assets at start of year$2,096,334
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,567,030

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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