Nonprofit · EIN 23-7219510
MERCHANTS INDUSTRY FUND
Tax-exempt · SCOTTSDALE, AZ 85255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $9,676,635 | $9,680,658 | -$4,023 | $1,151,968 | $548,055 | $603,913 |
| March 31, 2025 | 990 | $10,208,063 | $10,091,982 | $116,081 | $1,155,991 | $548,055 | $607,936 |
| March 31, 2024 | 990 | $10,319,773 | $10,459,133 | -$139,360 | $1,039,910 | $548,055 | $491,855 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,676,635
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,704,144
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $1,155,991
- Total assets, end of year
- $1,151,968
- Total liabilities, end of year
- $548,055
- Net assets, end of year
- $603,913
- Gross receipts
- $9,676,635
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1972
- State of legal domicile
- AZ
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PREMIER TRUST | TRUSTEE Institutional trustee | 1 | $0 |
| MICHAEL BRADY | DIRECTOR Officer | 5 | $0 |
| CAROL L DORAN | PRESIDENT Officer | 5 | $0 |
990 for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PREMIER TRUST | TRUSTEE Institutional trustee | 1 | $0 |
| MICHAEL BRADY | DIRECTOR Officer | 5 | $0 |
| CAROL L DORAN | PRESIDENT Officer | 5 | $0 |
990 for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PREMIER TRUST | TRUSTEE Institutional trustee | 1 | $0 |
| MICHAEL BRADY | DIRECTOR Officer | 5 | $0 |
| CAROL L DORAN | PRESIDENT Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 18700 N HAYDEN RD STE 390, SCOTTSDALE, AZ 85255-6790
- Mailing address (990-N for 2010)
- 13840 N Northsight Blvd, Suite 101, Scottsdale AZ 85260
- Principal officer (990 for 2025)
- MICHAEL BRADY, 18700 N HAYDEN RD 390, SCOTTSDALE, AZ 85255
- Principal officer (990-N for 2010)
- Allen D Bress, 13840 N Northsight Blvd, Suite 101, Scottsdale AZ 85260
- Signed the 990
- MICHAEL BRADY, PRESIDENT
- Phone
- (480) 289-5072
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE TRUST FUND SHALL BE HELD FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO PLAN PARTICIPANTS AND THEIR BENEFICIARIES.
Program accomplishments
- PROVIDE GROUP INSURANCE AND INDIVIDUAL PLAN OR PLANS AND OTHER HEALTHCARE BENEFITS FOR EMPLOYEES, RETIREES, AND MEMBERS IN CERTAIN PARTICIPATING SUBSCRIBER GROUPS.
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7219510
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,151,968
- Income (IRS master file)
- $9,676,635
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $9,676,635 | $9,680,658 | $1,151,968 | XML |
| 990 | March 2025 | $10,208,063 | $10,091,982 | $1,155,991 | XML |
| 990 | March 2024 | $10,319,773 | $10,459,133 | $1,039,910 | XML |
| 990 | March 2023 | $11,671,263 | $11,782,912 | $1,333,056 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990-N for 2010 Officer: Allen D Bress | March 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 23-7219510).
Questions about MERCHANTS INDUSTRY FUND
- What is the EIN of MERCHANTS INDUSTRY FUND?
- The employer identification number (EIN) of MERCHANTS INDUSTRY FUND is 23-7219510.
- Is MERCHANTS INDUSTRY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
- Are donations to MERCHANTS INDUSTRY FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MERCHANTS INDUSTRY 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 MERCHANTS INDUSTRY FUND due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERCHANTS INDUSTRY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of MERCHANTS INDUSTRY FUND?
- The 990 for the year ended March 31, 2026 names MICHAEL BRADY.
- Who are the officers and directors of MERCHANTS INDUSTRY FUND?
- The 990 for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does MERCHANTS INDUSTRY FUND have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $9,676,635, expenses of $9,680,658 and total assets of $1,151,968 at year end.
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