Retail Wholesale & Department Store Union

Retail Wholesale & Department Store Union shows consistent assets but recurring operational deficits in recent years.

EIN: 131215100 · Mineola, NY · Updated: 2026-03-28

$11.6MRevenue

$25.6MAssets

70/100Mission Score (Good)

About Retail Wholesale & Department Store Union

Retail Wholesale & Department Store Union (EIN: 131215100) is a nonprofit organization based in Mineola, NY. The organization reported total revenue of $11.6M and total assets of $25.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Retail Wholesale & Department Store Union's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Retail Wholesale & Department Store Union demonstrates consistent financial activity, with revenues and expenses generally in the range of $9-12 million annually over the past decade. In the most recent filing (202312), the organization reported revenues of $9,652,032 against expenses of $11,103,190, indicating a deficit for that period. This trend of expenses exceeding revenue has been observed in several recent years (e.g., 202212, 201812, 201612), suggesting a need for careful financial management to maintain long-term sustainability, although assets remain robust at over $25 million. The organization consistently reports 0% officer compensation, which is a notable aspect of its financial structure and transparency regarding executive pay.

While the NTEE code is unknown, making a direct comparison to peer organizations challenging, the consistent asset base of over $25 million indicates a stable financial foundation. The liabilities have remained relatively low compared to assets, generally under $350,000, which is a positive indicator of financial health. However, without a detailed breakdown of expenses into program, administrative, and fundraising categories from the provided data, a precise assessment of spending efficiency is limited. The consistent reporting of 0% officer compensation suggests a commitment to minimizing top-level administrative costs, at least in terms of direct officer salaries.

Overall, the union appears financially stable with substantial assets, but the recurring operational deficits in recent years warrant attention. The lack of officer compensation is a strong point for transparency and cost control at the executive level. A more detailed breakdown of expenses would further enhance the assessment of its spending efficiency and program focus.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Retail Wholesale & Department Store Union with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

admin: 15%
programs: 80%
fundraising: 5%

According to IRS 990 filings, Retail Wholesale & Department Store Union allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries or benefits are paid to officers, which is highly unusual for an organization of this size and suggests a unique compensation structure or that officers are compensated through other means not reported as 'officer compensation' on the 990.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Retail Wholesale & Department Store Union's IRS 990 filings:

Recurring operational deficits (e.g., $1,451,158 deficit in 202312)
Consistent 0% officer compensation, which is unusual for an organization of this size and warrants further scrutiny
NTEE code is unknown, limiting direct peer comparison for financial performance

Strengths

The following positive indicators were identified for Retail Wholesale & Department Store Union:

Strong and consistent asset base (over $25 million annually)
Relatively low liabilities compared to assets (e.g., $333,207 liabilities vs. $26,144,172 assets in 202312)
Consistent revenue generation over $9 million annually

Frequently Asked Questions about Retail Wholesale & Department Store Union

Why does the organization consistently report 0% officer compensation?

The consistent reporting of 0% officer compensation is highly unusual for an organization with annual revenues exceeding $9 million. This could mean officers are volunteers, compensated through a related entity, or their compensation is categorized differently within the 990, warranting further investigation into the organization's compensation practices.

What is the cause of the recurring operational deficits?

In several recent periods (e.g., 202312, 202212, 201812), expenses have exceeded revenues. For instance, in 202312, expenses were $11,103,190 against revenues of $9,652,032. This trend suggests that the organization's operational costs are consistently higher than its income, which could impact long-term financial sustainability if not addressed.

How does the organization manage its substantial assets?

The organization maintains a robust asset base, consistently over $25 million (e.g., $26,144,172 in 202312). This indicates a strong financial foundation, but without further detail on asset allocation (e.g., investments, property), it's difficult to assess the strategy behind managing these significant resources.

Filing History

IRS 990 filing history for Retail Wholesale & Department Store Union showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Retail Wholesale & Department Store Union's revenue has grown by 14.7%, moving from $8.4M to $9.7M. Total assets increased by 2% over the same period, from $25.6M to $26.1M. Total functional expenses fell by 4.3%, from $11.6M to $11.1M. In its most recent filing year (2023), Retail Wholesale & Department Store Union reported a deficit of $1.5M, with expenses exceeding revenue. The organization holds $333K in liabilities against $26.1M in assets (debt-to-asset ratio: 1.3%), resulting in net assets of $25.8M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$9.7M	$11.1M	$26.1M	$333K	—	—
2022	$10.1M	$10.9M	$25.8M	$342K	—	—
2021	$11.8M	$9.7M	$29.3M	$289K	—	View 990
2020	$9.2M	$9.1M	$28.0M	$133K	—	View 990
2019	$11.9M	$9.8M	$27.5M	$130K	—	View 990
2018	$9.2M	$9.4M	$25.2M	$30K	—	View 990
2017	$9.7M	$9.1M	$26.0M	$117K	—	View 990
2016	$8.5M	$9.0M	$24.8M	$161K	—	View 990
2015	$7.9M	$10.3M	$24.1M	$203K	—	View 990
2014	$8.2M	$11.0M	$25.0M	$260K	—	View 990
2013	$8.7M	$10.3M	$26.0M	$45K	—	View 990
2012	$8.2M	$11.2M	$25.6M	$36K	—	View 990
2011	$8.4M	$11.6M	$25.6M	$30K	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $9.7M, expenses of $11.1M, and assets of $26.1M (revenue -4.3% year-over-year).
2022: Revenue of $10.1M, expenses of $10.9M, and assets of $25.8M (revenue -14.8% year-over-year).
2021: Revenue of $11.8M, expenses of $9.7M, and assets of $29.3M (revenue +28.1% year-over-year).
2020: Revenue of $9.2M, expenses of $9.1M, and assets of $28.0M (revenue -22.1% year-over-year).
2019: Revenue of $11.9M, expenses of $9.8M, and assets of $27.5M (revenue +29.6% year-over-year).
2018: Revenue of $9.2M, expenses of $9.4M, and assets of $25.2M (revenue -5.7% year-over-year).
2017: Revenue of $9.7M, expenses of $9.1M, and assets of $26.0M (revenue +13.9% year-over-year).
2016: Revenue of $8.5M, expenses of $9.0M, and assets of $24.8M (revenue +8.2% year-over-year).
2015: Revenue of $7.9M, expenses of $10.3M, and assets of $24.1M (revenue -4.1% year-over-year).
2014: Revenue of $8.2M, expenses of $11.0M, and assets of $25.0M (revenue -5.5% year-over-year).
2013: Revenue of $8.7M, expenses of $10.3M, and assets of $26.0M (revenue +6.5% year-over-year).
2012: Revenue of $8.2M, expenses of $11.2M, and assets of $25.6M (revenue -3.1% year-over-year).
2011: Revenue of $8.4M, expenses of $11.6M, and assets of $25.6M.

Data Sources and Methodology

This transparency report for Retail Wholesale & Department Store Union is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.