Nonprofit · EIN 37-1735573
RCDC VEBA MUTUAL FUND
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $816,925 | $593,948 | $222,977 | $12,425,110 | $0 | $12,425,110 |
| June 30, 2024 | 990 | $1,288,817 | $415,367 | $873,450 | $12,253,172 | $0 | $12,253,172 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $290,412
- Investment income
- $522,066
- Net gain from sales of assets
- $138,395
- Other revenue
- $4,447
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $550,635
- Compensation of officers, directors and key employees
- $21,482
- Salaries, compensation and benefits (total)
- $21,482
- Professional fundraising fees
- $0
- Program services (functional)
- $593,948
Balance sheet and other
- Total assets, start of year
- $12,253,172
- Total assets, end of year
- $12,425,110
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,425,110
- Publicly traded securities
- $11,623,247
- Gross receipts
- $2,233,736
- Employees
- 0
- Year formed
- 2013
- State of legal domicile
- NC
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $21,482 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $19,037 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % THE ROMAN CATHOLIC DIOCESE OF
- Principal officer (990 for 2024)
- PRINCIPAL BANK - PCS TAX, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- PRINCIPAL BANK - PCS TAX, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
FUND HEALTH AND WELLNESS BENEFITS UNDER PAY ADMINISTRATIVE RELATED TO THE DIOCESE OF CHARLOTTE RETIRED CLERGY HEALTH PLAN
Program accomplishments
- FUND HEALTH AND WELLNESS BENEFITS UNDER PAY ADMINISTRATIVE RELATED TO THE DIOCESE OF CHARLOTTE RETIRED CLERGY HEALTH PLAN
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 37-1735573
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y34)
- Assets (IRS master file)
- $12,425,110
- Income (IRS master file)
- $2,233,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $816,925 | $593,948 | $12,425,110 | IRS |
| 990 | June 2024 | $1,288,817 | $415,367 | $12,253,172 | XML |
| 990 | June 2023 | $519,663 | $574,395 | $11,330,686 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 37-1735573).
Questions about RCDC VEBA MUTUAL FUND
- What is the EIN of RCDC VEBA MUTUAL FUND?
- The employer identification number (EIN) of RCDC VEBA MUTUAL FUND is 37-1735573.
- Is RCDC VEBA MUTUAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to RCDC VEBA MUTUAL FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RCDC VEBA MUTUAL 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 RCDC VEBA MUTUAL FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RCDC VEBA MUTUAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of RCDC VEBA MUTUAL FUND?
- The 990 for the year ended June 30, 2025 names PRINCIPAL BANK - PCS TAX.
- Who are the officers and directors of RCDC VEBA MUTUAL FUND?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,482 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
- How much revenue does RCDC VEBA MUTUAL FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $816,925, expenses of $593,948 and total assets of $12,425,110 at year end.
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