Nonprofit · EIN 43-2118351
RETIREE BENEFITS TR
Tax-exempt · LAKE JACKSON, TX 77566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $291,933 | $397,906 | -$105,973 | $2,658,423 | $48,691 | $2,609,732 |
| December 31, 2024 | 990 | $56,085 | $472,710 | -$416,625 | $2,762,323 | $91,678 | $2,670,645 |
| December 31, 2023 | 990 | $54,182 | $289,247 | -$235,065 | $2,734,661 | $20,000 | $2,714,661 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $291,766
- Net gain from sales of assets
- $240,001
- Other revenue
- $167
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $229,339
- Compensation of officers, directors and key employees
- $107,964
- Salaries, compensation and benefits (total)
- $107,964
- Professional fundraising fees
- $0
- Legal fees
- $9,000
- Accounting fees
- $2,205
Balance sheet and other
- Total assets, start of year
- $2,762,323
- Total assets, end of year
- $2,658,423
- Total liabilities, end of year
- $48,691
- Net assets, end of year
- $2,609,732
- Gross unrelated business income
- $266,933
- Gross receipts
- $639,700
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- TX
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENDA CZAPLEWSKI | SECRETARY/COMPLIANCE OFFICER Trustee or director, Officer | 1 | $22,000 |
| KENNETH PROCHASKA SR | CHAIRMAN/INVESTMENT OFFICER Trustee or director, Officer | 1 | $22,000 |
| KENNETH PROCHASKA JR | VICE CHAIRMAN Trustee or director, Officer | 1 | $22,000 |
| CINDY SCHIFFLER | ADMINISTRATIVE OFFICER Trustee or director, Officer | 1 | $22,000 |
| PNC BANK | TRUSTEE Institutional trustee | 1 | $19,964 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENDA CZAPLEWSKI | SECRETARY/COMPLIANCE OFFIC Officer | 1 | $21,500 |
| KENNETH PROCHASKA SR | CHAIRMAN/INVESTMENT OFFICE Officer | 1 | $21,500 |
| KENNETH PROCHASKA JR | VICE CHAIRMAN Officer | 1 | $21,500 |
| CINDY SCHIFFLER | ADMINISTRATIVE OFFICER Officer | 1 | $21,500 |
| PNC BANK | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLENDA CZAPLEWSKI | SECRETARY/COMPLIANCE OFFIC Officer | 1 | $20,000 |
| KENNETH PROCHASKA SR | CHAIRMAN/INVESTMENT OFFICE Officer | 1 | $20,000 |
| KENNETH PROCHASKA JR | VICE CHAIRMAN Officer | 1 | $20,000 |
| CINDY SCHIFFLER | ADMINISTRATIVE OFFICER Officer | 1 | $20,000 |
| PNC BANK | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3282, LAKE JACKSON, TX 77566-3282
- In care of
- % RETIREE BENEFITS TRUST
- Principal officer (990 for 2025)
- GLENDA CZAPLEWSKI, PO BOX 3282, LAKE JACKSON, TX 77566
- Signed the 990
- GLENDA CZAPLEWSKI, ASSISTANT SECRETARY
- Phone
- (979) 297-4139
- Return prepared by
- WEAVER AND TIDWELL LLP
Mission
THE PURPOSE OF THE PLAN IS TO PROVIDE FOR CONTINUING GROUP INSURANCE COVERAGE FOR PARTICIPANTS AFTER TERMINATION OF THE FORMER INACTIVE PLANS.
Program accomplishments
- THE PURPOSE OF THE PLAN IS TO PROVIDE FOR CONTINUING GROUP INSURANCE COVERAGE FOR PARTICIPANTS AFTER TERMINATION OF THE FORMER INACTIVE PLANS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-2118351
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,658,423
- Income (IRS master file)
- $639,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $291,933 | $397,906 | $2,658,423 | XML |
| 990 | December 2024 | $56,085 | $472,710 | $2,762,323 | XML |
| 990 | December 2023 | $54,182 | $289,247 | $2,734,661 | XML |
| 990 | December 2022 | $49,775 | $280,029 | $2,583,293 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 43-2118351).
Questions about RETIREE BENEFITS TR
- What is the EIN of RETIREE BENEFITS TR?
- The employer identification number (EIN) of RETIREE BENEFITS TR is 43-2118351.
- Is RETIREE BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to RETIREE BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETIREE BENEFITS TR 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 RETIREE BENEFITS TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RETIREE BENEFITS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of RETIREE BENEFITS TR?
- The 990 for the year ended December 31, 2025 names GLENDA CZAPLEWSKI.
- Who are the officers and directors of RETIREE BENEFITS TR?
- The 990 for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $22,000 (GLENDA CZAPLEWSKI, SECRETARY/COMPLIANCE OFFICER).
- How much revenue does RETIREE BENEFITS TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $291,933, expenses of $397,906 and total assets of $2,658,423 at year end.
Other nonprofits in LAKE JACKSON
- BRAZOSPORT WATER SUPPLY CORPORATION EIN 93-2752531 · last filed 990 for 2025
- LAKE JACKSON EMERGENCY MEDICAL SERVICES EIN 52-2124245 · last filed 990 for 2025
- BRAZOSPORT CHRISTIAN SCHOOL INC EIN 74-2124782 · last filed 990 for 2024
- BRAZORIA COUNTY SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS EIN 23-7404451 · last filed 990 for 2025
- B I G LOVE CANCER CARE SERVICES EIN 20-8516221 · last filed 990 for 2024
- BRAZOSPORT COLLEGE FOUNDATION EIN 76-0486628 · last filed 990 for 2025
- GULF COAST BIRD OBSERVATORY INC EIN 76-0553113 · last filed 990 for 2024
- TRUE TO LIFE MINISTRIES EIN 27-0574596 · last filed 990 for 2024
All nonprofits in LAKE JACKSON · Texas · Mutual and membership benefit