Nonprofit · EIN 46-1465087
UFCW LOCAL 1529 RETIREE FUND
Tax-exempt · CORDOVA, TN 38018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $139,301 | $521,321 | -$382,020 | $2,357,471 | $10,700 | $2,346,771 |
| May 31, 2024 | 990 | $166,323 | $551,499 | -$385,176 | $2,754,160 | $25,369 | $2,728,791 |
| May 31, 2023 | 990 | $790,221 | $668,115 | $122,106 | $3,136,565 | $22,598 | $3,113,967 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $76,580
- Investment income
- $62,721
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $381,034
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,880
- Accounting fees
- $12,000
Balance sheet and other
- Total assets, start of year
- $2,754,160
- Total assets, end of year
- $2,357,471
- Total liabilities, end of year
- $10,700
- Net assets, end of year
- $2,346,771
- Gross receipts
- $139,301
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2013
- State of legal domicile
- TN
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LEON E SHEPPARD JR | TRUSTEE Trustee or director | 2 | $0 | $307,688 |
| RICHARD SLAYTON | TRUSTEE Trustee or director | 2 | $0 | $204,725 |
| PEGGY PRESCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WES PITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LEON E SHEPPARD JR | TRUSTEE Trustee or director | 2 | $0 | $299,736 |
| RICHARD SLAYTON | TRUSTEE Trustee or director | 2 | $0 | $200,417 |
| PEGGY PRESCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WES PITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LEON E SHEPPARD JR | TRUSTEE Trustee or director | 2 | $0 | $303,175 |
| RICHARD SLAYTON | TRUSTEE Trustee or director | 2 | $0 | $199,051 |
| DON SATTLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PEGGY PRESCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WES PITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 661 N ERICSON RD, CORDOVA, TN 38018-1006
- In care of
- % ADMINISTRATIVE CONSULTING SERVICE
- Principal officer (990 for 2024)
- LEON E SHEPPARD JR, 661 N ERICSON ROAD, CORDOVA, TN 38018
- Signed the 990
- LEON E SHEPPARD JR, TRUSTEE
- Phone
- (901) 758-3004
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE INSURANCE COVERAGE FOR ELIGIBLE RETIREES
Program accomplishments
- TO PROVIDE INSURANCE COVERAGE FOR ELIGIBLE RETIREES
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 46-1465087
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,357,471
- Income (IRS master file)
- $139,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $139,301 | $521,321 | $2,357,471 | XML |
| 990 | May 2024 | $166,323 | $551,499 | $2,754,160 | XML |
| 990 | May 2023 | $790,221 | $668,115 | $3,136,565 | XML |
| 990 | May 2022 | $1,225,152 | $827,526 | $3,009,567 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 46-1465087).
Questions about UFCW LOCAL 1529 RETIREE FUND
- What is the EIN of UFCW LOCAL 1529 RETIREE FUND?
- The employer identification number (EIN) of UFCW LOCAL 1529 RETIREE FUND is 46-1465087.
- Is UFCW LOCAL 1529 RETIREE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to UFCW LOCAL 1529 RETIREE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UFCW LOCAL 1529 RETIREE 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 UFCW LOCAL 1529 RETIREE FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UFCW LOCAL 1529 RETIREE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of UFCW LOCAL 1529 RETIREE FUND?
- The 990 for the year ended May 31, 2025 names LEON E SHEPPARD JR.
- Who are the officers and directors of UFCW LOCAL 1529 RETIREE FUND?
- The 990 for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does UFCW LOCAL 1529 RETIREE FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $139,301, expenses of $521,321 and total assets of $2,357,471 at year end.
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All nonprofits in CORDOVA · Tennessee · Mutual and membership benefit