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Ufcw Local 1500 Welfare Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$78.9M (2023)

Expenses
$78.6M (2023)

Total Assets
$60.2M (2023)

Total Liabilities
$9.37M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,912,899
Expenses
$78,587,333
Net Income
$325,566
Net Assets
$50,841,956
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,562,907
94.5%
Investment Income $2,206,648
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$203,291
Net Inventory Sales $0
Other Revenue $2,346,635
3.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,091,646
1.4%
Assets/Debt
Total Assets $60,210,518
Total Liabilities $9,368,562
Net Assets $50,841,956
Compensation
Key Employees and Officers Compensation Related Other
Joseph Waddy (Union Trustee) $0 $237,045 $32,955
Pat Durning (Employer Trustee) $0 $0 $0
Paul Santarpia (Union Trustee) $0 $167,828 $27,376
Robert Newell (Union Trustee) $0 $372,474 $41,614
Robert Spinella (Employer Trustee) $0 $0 $0
Carolann Maroney (Employer Trustee) $0 $0 $0
Aly Waddy (Secretary Treasurer) $0 $308,495 $36,573
Gregory Pasquale (Vice President) $0 $128,513 $28,363
Julius Scorzelli (Vice President) $0 $135,074 $26,410
Robert Ecker (Vice President) $0 $120,278 $27,197
Lynn Shiels (Vice President) $0 $202,273 $11,901

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,737,665
Expenses
$72,484,967
Net Income
$6,252,698
Net Assets
$48,913,275
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,112,031
95.4%
Investment Income $1,717,209
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,155,019
Net Inventory Sales $0
Other Revenue $3,063,444
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,716,575
2.4%
Assets/Debt
Total Assets $57,714,600
Total Liabilities $8,801,325
Net Assets $48,913,275
Compensation
Key Employees and Officers Compensation Related Other
Joseph Waddy (Union Trustee) $0 $215,881 $30,700
Pat Durning (Employer Trustee) $0 $0 $0
Paul Santarpia (Union Trustee) $0 $157,668 $26,701
Robert Jandovitz (Employer Trustee) $0 $0 $0
Robert Newell (Union Trustee) $0 $346,349 $38,336
Robert Spinella (Employer Trustee) $0 $0 $0
Aly Waddy (Secretary Treasurer) $0 $282,081 $34,005
Gregory Pasquale (Vice President) $0 $116,940 $27,235
Julius Scorzelli (Vice President) $0 $126,647 $25,802
Lynn Shiels (Vice President) $0 $114,344 $24,861
Robert Ecker (Vice President) $0 $111,765 $26,453

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,681,991
Expenses
$76,191,987
Net Income
$4,490,004
Net Assets
$46,960,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,070,132
93.0%
Investment Income $916,477
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,037,086
2.5%
Net Inventory Sales $0
Other Revenue $2,658,296
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,419,967
1.9%
Assets/Debt
Total Assets $55,436,614
Total Liabilities $8,476,117
Net Assets $46,960,497
Compensation
Key Employees and Officers Compensation Related Other
Joseph Waddy (Union Trustee) $0 $191,281 $25,602
Pat Durning (Employer Trustee) $0 $0 $0
Paul Santarpia (Union Trustee) $0 $151,084 $24,958
Robert Jandovitz (Employer Trustee) $0 $0 $0
Robert Newell (Union Trustee) $0 $298,867 $35,060
Robert Spinella (Employer Trustee) $0 $0 $0
Aly Waddy (Secretary Treasurer) $0 $240,281 $29,016
Gregory Pasquale (Vice President) $0 $108,848 $24,416
Julius Scorzelli (Vice President) $0 $130,219 $23,818
Lynn Shiels (Vice President) $0 $110,480 $23,289
Robert Ecker (Vice President) $0 $103,913 $24,670
Anthony Speelman (Former Union Trustee) $0 $197,526 $3,696

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,418,635
Expenses
$83,502,937
Net Income
-$4,084,302
Net Assets
$44,032,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,733,710
94.1%
Investment Income $1,050,716
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $754,445
0.9%
Net Inventory Sales $0
Other Revenue $2,879,764
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,127,578
1.4%
Assets/Debt
Total Assets $55,038,869
Total Liabilities $11,005,893
Net Assets $44,032,976
Compensation
Key Employees and Officers Compensation Related Other
Anthony Speelman (Union Trustee) $0 $318,011 $26,574
Robert Newell (Union Trustee) $0 $284,457 $26,649
Rhonda Nelson (Union Trustee) $0 $236,976 $12,023
Joseph Waddy (Union Trustee) $0 $180,518 $24,499
Paul Santarpia (Union Trustee) $0 $146,314 $24,019
Robert Jandovitz (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
Robert Spinella (Employer Trustee) $0 $0 $0
Aly Waddy (Secretary Treasurer) $0 $212,634 $25,524
Theresa Quinones (Vice President) $0 $168,876 $15,104
Alfredo Listur (It Manager) $0 $150,584 $24,589
Julius Scorzelli (Vice President) $0 $128,709 $23,824
John Woods (Vice President) $0 $123,472 $23,889

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,908,829
Expenses
$76,291,061
Net Income
$3,617,768
Net Assets
$46,906,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,965,024
95.1%
Investment Income $1,314,542
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $496,539
0.6%
Net Inventory Sales $0
Other Revenue $2,132,724
2.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,055,707
1.4%
Assets/Debt
Total Assets $54,591,192
Total Liabilities $7,684,441
Net Assets $46,906,751
Compensation
Key Employees and Officers Compensation Related Other
Anthony Speelman (Union Trustee) $0 $253,113 $24,369
Robert Newell (Union Trustee) $0 $235,553 $24,469
Rhonda Nelson (Union Trustee) $0 $185,949 $23,179
Joseph Waddy (Union Trustee) $0 $139,101 $22,544
Robert Jandovitz (Employer Trustee) $0 $0 $0
Charles Farfaglia (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
Robert Spinella (Employer Trustee) $0 $0 $0
Aly Waddy (Secretary Treasurer) $0 $152,823 $23,244
Theresa Quinones (Vice President) $0 $146,446 $22,564
Alfredo Listur (It Manager) $0 $144,449 $22,769
Paul Santarpia (Vice President) $0 $127,046 $22,189
John Woods (Vice President) $0 $118,613 $22,069

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,853,203
Expenses
$68,880,844
Net Income
$8,972,359
Net Assets
$40,628,362
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,979,355
96.3%
Investment Income $1,173,506
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$394,831
Net Inventory Sales $0
Other Revenue $2,095,173
2.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $938,290
1.4%
Assets/Debt
Total Assets $46,558,641
Total Liabilities $5,930,279
Net Assets $40,628,362
Compensation
Key Employees and Officers Compensation Related Other
Anthony Speelman (Union Trustee) $0 $248,045 $27,178
Robert Newell (Union Trustee) $0 $224,725 $27,333
Rhonda Nelson (Union Trustee) $0 $182,860 $25,443
Joseph Waddy (Union Trustee) $0 $126,840 $24,373
Robert Jandovitz (Employer Trustee) $0 $0 $0
Charles Farfaglia (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
Robert Spinella (Employer Trustee) $0 $0 $0
Theresa Quinones (Vice President) $0 $145,756 $24,743
Alfredo Listur (It Manager) $0 $144,121 $22,354
Aly Waddy (Vp/Asst To Secretary Treasurer) $0 $131,824 $24,582
Anthony Desantis (It Manager) $0 $129,067 $9,681
Paul Santarpia (Vice President) $0 $125,884 $24,393

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,357,625
Expenses
$77,521,153
Net Income
-$1,163,528
Net Assets
$33,843,402
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,008,902
95.6%
Investment Income $796,022
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$291,630
Net Inventory Sales $0
Other Revenue $2,844,331
3.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $720,989
0.9%
Assets/Debt
Total Assets $44,813,603
Total Liabilities $10,970,201
Net Assets $33,843,402
Compensation
Key Employees and Officers Compensation Related Other
Anthony Speelman (Union Trustee) $0 $243,978 $26,909
Robert Newell (Union Trustee) $0 $199,759 $27,246
Rhonda Nelson (Union Trustee) $0 $178,950 $26,510
Joseph Waddy (Union Trustee) $0 $118,507 $24,287
Robert Jandovitz (Employer Trustee) $0 $0 $0
Charles Farfaglia (Employer Trustee) $0 $0 $0
Pat Durning (Employer Trustee) $0 $0 $0
Robert Spinella (Employer Trustee) $0 $0 $0
Alfredo Listur (It Manager) $0 $141,471 $23,154
Theresa Quinones (Vice President) $0 $140,556 $25,401
Paul Santarpia (Vice President) $0 $127,094 $24,500
Aly Waddy (Assistant To Secretary Treas) $0 $118,207 $24,430
John Woods (Vice President) $0 $113,005 $23,422

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,755,697
Expenses
$71,594,375
Net Income
$161,322
Net Assets
$34,085,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,560,332
99.7%
Investment Income $549,841
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$363,782
Net Inventory Sales $0
Other Revenue $9,306
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,418,688
Total Liabilities $1,332,864
Net Assets $34,085,824
Compensation
Key Employees and Officers Compensation Related Other
Patrick J During (Employer Tru) $0 $0 $0
Charles Farfaglia (Employer Tru) $0 $0 $0
Robert M Jandovitz (Employer Tru) $0 $0 $0
Rhonda Nelson (Employee Tru) $0 $0 $0
Robert Newell (Employee Tru) $0 $0 $0
Anthony Speelman (Plan Manager) $0 $0 $0
Robert Spinella (Employer Tru) $0 $0 $0
Joseph Waddy (Employee Tru) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,139,356
Expenses
$61,784,849
Net Income
$12,354,507
Net Assets
$33,557,160
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,742,324
99.5%
Investment Income $467,690
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$97,225
Net Inventory Sales $0
Other Revenue $26,567
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,446,911
Total Liabilities $889,751
Net Assets $33,557,160
Compensation
Key Employees and Officers Compensation Related Other
Anthony Speelman (Plan Manager) $0 $0 $0
Rhonda Nelson (Employee Tru) $0 $0 $0
Robert Newell (Employee Tru) $0 $0 $0
Joseph Waddy (Employee Tru) $0 $0 $0
Patrick J During (Employer Tru) $0 $0 $0
Charles Farfaglia (Employer Tru) $0 $0 $0
Robert M Jandovitz (Employer Tru) $0 $0 $0
Robert Spinella (Employer Tru) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,608,335
Expenses
$60,795,132
Net Income
$6,813,203
Net Assets
$21,310,466
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $67,380,284
99.7%
Investment Income $464,920
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$241,123
Net Inventory Sales $0
Other Revenue $4,254
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,079,124
Total Liabilities $1,768,658
Net Assets $21,310,466
Compensation
Key Employees and Officers Compensation Related Other
Bruce Both (Plan Manager) $0 $0 $0
Fred Walter (Employee Tru) $0 $0 $0
Patrick Purcell (Employee Tru) $0 $0 $0
Anthony Speelman (Employee Tru) $0 $0 $0
Rhonda Nelson (Employee Tru) $0 $0 $0
Dominick Fortugno (Employer Tru) $0 $0 $0
Richard Grobman (Employer Tru) $0 $0 $0
Howard Glickberg (Employer Tru) $0 $0 $0
David Gillis (Employer Tru) $0 $0 $0
Bowie Choy (Employer Tru) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,509,790
Expenses
$65,995,384
Net Income
-$1,485,594
Net Assets
$14,569,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,300,615
99.7%
Investment Income $654,716
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$445,849
Net Inventory Sales $0
Other Revenue $308
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,456,134
Total Liabilities $1,886,926
Net Assets $14,569,208
Compensation
Key Employees and Officers Compensation Related Other
Bruce Both (Plan Manager) $0 $0 $0
Fred Walter (Employee Tru) $0 $0 $0
Patrick Purcell (Employee Tru) $0 $0 $0
Anthony Speelman (Employee Tru) $0 $0 $0
Rhonda Nelson (Employee Tru) $0 $0 $0
Dominick Fortugno (Employer Tru) $0 $0 $0
Richard Grobman (Employer Tru) $0 $0 $0
Howard Glickberg (Employer Tru) $0 $0 $0
David Gillis (Employer Tru) $0 $0 $0
Bowie Choy (Employer Tru) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,871,669
Expenses
$70,046,928
Net Income
-$6,175,259
Net Assets
$16,078,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,571,261
99.5%
Investment Income $300,139
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $269
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,602,805
Total Liabilities $4,524,343
Net Assets $16,078,462

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,751,311
Expenses
$64,532,203
Net Income
-$3,780,892
Net Assets
$22,234,011
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,398,714
99.4%
Investment Income $339,067
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,530
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,527,737
Total Liabilities $3,293,726
Net Assets $22,234,011

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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