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

Nonprofit · EIN 04-2256788

RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION

Tax-exempt · LEXINGTON, MA 02420

Financials

$332K$389K2023$358K$358K2024$350K$280K2025
Revenue Expenses · by fiscal year end
Financials of RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990$349,584$280,460$69,124$929,461$219,891$709,570
February 28, 2025990$357,581$357,658-$77$864,773$226,950$637,823
February 29, 2024990$332,179$389,087-$56,908$869,900$233,678$636,222
Financial details: 990 for the year ended February 28, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$332,465
Investment income
$17,119
Net gain from sales of assets
$266
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,500
Benefits paid to members
$9,905
Compensation of officers, directors and key employees
$129,202
Other salaries and wages
$23,650
Salaries, compensation and benefits (total)
$155,146
Professional fundraising fees
$0
Legal fees
$25,199
Accounting fees
$4,400
Occupancy
$12,621
Depreciation
$12,443
Program services (functional)
$262,680
Management and general (functional)
$17,780

Balance sheet and other

Total assets, start of year
$864,773
Total assets, end of year
$929,461
Total liabilities, end of year
$219,891
Net assets, end of year
$709,570
Land, buildings and equipment
$323,270
Publicly traded securities
$33,830
Net assets without donor restrictions
$709,570
Gross receipts
$349,584
Employees
1

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
ROGER SHIELDSTREASURER
Officer
5$24,787
WILLIAM GIBBSPRESIDENT
Officer
5$23,498
DENISE HOLOHANSECRETARY
Officer
5$22,507
JOHN RYAN COLLINSVICE - PRESI
Officer
5$18,407
ROBERT BRUSOEXECUTIVE BO
Trustee or director
1$6,572
JAMES PATTERSONEXECUTIVE BO
Trustee or director
1$5,903
FELICITAS MALCOLM WILLIAMSEXECUTIVE BO
Trustee or director
1$5,397
PAUL SHEPTEREXECUTIVE BO
Trustee or director
1$5,189
AARON GURNEYEXECUTIVE BO
Trustee or director
1$5,080
KEVIN HOXIEEXECUTIVE BO
Trustee or director
1$4,886
ALEX VIANAEXECUTIVE BO
Trustee or director
1$4,612
JAMES MORINEXECUTIVE BO
Trustee or director
1$2,364
990 for the year ended February 28, 2025: 12 people
NameTitleHours / weekCompensation
ROGER SHIELDSTREASURER
Officer
5$37,794
DENISE HOLOHANSECRETARY
Officer
5$32,756
WILLIAM GIBBSPRESIDENT
Officer
5$29,824
JOHN RYAN COLLINSVICE - PRESI
Officer
5$25,790
ROBERT BRUSOEXECUTIVE BO
Trustee or director
1$7,322
FELICITAS MALCOLM WILLIAMSEXECUTIVE BO
Trustee or director
1$6,497
KEVIN HOXIEEXECUTIVE BO
Trustee or director
1$5,880
JAMES PATTERSONEXECUTIVE BO
Trustee or director
1$5,615
ALEX VIANAEXECUTIVE BO
Trustee or director
1$4,934
JAMES MORINEXECUTIVE BO
Trustee or director
1$4,687
AARON GURNEYEXECUTIVE BO
Trustee or director
1$4,497
PAUL SHEPTEREXECUTIVE BO
Trustee or director
1$3,632
990 for the year ended February 29, 2024: 12 people
NameTitleHours / weekCompensation
ROGER SHIELDSTREASURER
Officer
5$32,788
WILLIAM GIBBSPRESIDENT
Officer
5$23,536
DENISE HOLOHANSECRETARY
Officer
5$23,076
JOHN RYAN COLLINSVICE - PRESI
Officer
5$20,868
JAMES MORINEXECUTIVE BO
Trustee or director
1$7,905
JAMES PATTERSONEXECUTIVE BO
Trustee or director
1$7,545
AARON GURNEYEXECUTIVE BO
Officer
1$7,521
KEVIN HOXIEEXECUTIVE BO
Trustee or director
1$6,572
ALEX VIANAEXECUTIVE BO
Trustee or director
1$6,541
WILLIAM BOCCUZZIEXECUTIVE BO
Trustee or director
1$6,516
ROBERT BRUSOEXECUTIVE BO
Trustee or director
1$6,255
FELICITAS MALCOLM WILLIAMSEXECUTIVE BO
Trustee or director
1$6,103

Address and contacts

Address (IRS master file)
394 LOWELL ST STE 12, LEXINGTON, MA 02420-2550
Principal officer (990 for 2025)
WILLIAM GIBBS, 3 PEGGY LANE, SALEM, NH 03079
Signed the 990
ROGER SHIELDS, TREASURER
Phone
(781) 643-7300
Return prepared by
ROBERT K FOLEY CPA

Mission

IMPROVE LABOR & MANAGEMENT RELATIONS

990 for the year ended February 28, 2026

Program accomplishments

  • COSTS INCURRED TO IMPROVE LABOR RELATIONS ON BEHALF OF ITS MEMBERS
    Expenses $121,035 · grants $1,500
  • DEPRECIATION RELATED TO BUILDING AND OFFICE EQUIPMENT
    Expenses $141,645

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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990 on file
2024February 28, 2025July 15, 2025990 on file
2023February 29, 2024July 15, 2024990 on file

IRS record

EIN
04-2256788
Tax-exempt status
501(c)(5): Labor, agricultural or horticultural organization
Donations deductible
No
Exempt since
1972
Accounting year ends
February
Files
Form 990 or 990-EZ
Assets (IRS master file)
$929,461
Income (IRS master file)
$349,584

Filing history

FormYear endedRevenueExpensesAssetsReturn
990February 2026$349,584$280,460$929,461IRS
990February 2025$357,581$357,658$864,773XML
990February 2024$332,179$389,087$869,900XML
990February 2023$309,734$255,757$928,871IRS
990February 2022–––IRS
990February 2021–––IRS
990February 2020–––IRS
990February 2019–––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 04-2256788).

Questions about RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION

What is the EIN of RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION?
The employer identification number (EIN) of RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION is 04-2256788.
Is RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1972.
Are donations to RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION 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 RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended February 2026.
Who is the principal officer of RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION?
The 990 for the year ended February 28, 2026 names WILLIAM GIBBS.
Who are the officers and directors of RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION?
The 990 for the year ended February 28, 2026 lists 12 people; 12 received compensation from the organization, the highest $24,787 (ROGER SHIELDS, TREASURER).
How much revenue does RESEARCH DEVELOPMENT & TECHNICAL EMPLOYEES UNION have?
On its 990 for the year ended February 28, 2026 it reported revenue of $349,584, expenses of $280,460 and total assets of $929,461 at year end.

Other nonprofits in LEXINGTON

All nonprofits in LEXINGTON · Massachusetts