Nonprofit · EIN 63-0373544
RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY
Tax-exempt · BIRMINGHAM, AL 35205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $50,934,308 | $51,168,156 | -$233,848 | $68,830,402 | $5,879,861 | $62,950,541 |
| December 31, 2023 | 990 | $64,236,980 | $45,895,504 | $18,341,476 | $64,307,216 | $3,957,782 | $60,349,434 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $46,649,918
- Investment income
- $4,284,390
- Net gain from sales of assets
- $3,542,270
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $46,476,008
- Compensation of officers, directors and key employees
- $101,439
- Other salaries and wages
- $401,456
- Salaries, compensation and benefits (total)
- $779,647
- Professional fundraising fees
- $0
- Legal fees
- $85,792
- Accounting fees
- $115,259
- Occupancy
- $41,102
- Travel
- $37,576
- Depreciation
- $3,678
Balance sheet and other
- Total assets, start of year
- $64,307,216
- Total assets, end of year
- $68,830,402
- Total liabilities, end of year
- $5,879,861
- Net assets, end of year
- $62,950,541
- Land, buildings and equipment
- $37,763
- Publicly traded securities
- $36,658,691
- Gross receipts
- $60,035,203
- Employees
- 17
- Volunteers
- 0
- Year formed
- 1956
- State of legal domicile
- AL
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JOSHUA BREWER | FUND ADMINISTRATOR Key employee | 40 | $101,439 | $101,439 |
| JOHN A WHITAKER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| EDDIE ALLEN | TRUSTEE/SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| STUART H APPELBAUM | TRUSTEE/CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MARSUE D LANCASTER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOSEPH DORISMOND | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JOSHUA BREWER | FUND ADMINISTRATOR Key employee | 40 | $90,475 | $90,475 |
| JOHN A WHITAKER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| EDDIE ALLEN | TRUSTEE/SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| STUART H APPELBAUM | TRUSTEE/CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| MARSUE D LANCASTER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROBERT LAYNG | TRUSTEE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1901 10TH AVE SOUTH STE 200, BIRMINGHAM, AL 35205-2601
- Principal officer (990 for 2024)
- JOSHUA BREWER, 1901 10TH AVENUE SOUTH, BIRMINGHAM, AL 352052601
- Signed the 990
- JOSHUA BREWER, ADMINISTRATOR
- Phone
- (205) 252-3586
- Return prepared by
- CRI ADVISORS LLC
Mission
PROVIDES HEALTHCARE BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED HEALTH BENEFITS, INCLUDING DEATH BENEFITS, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, DISABILITY BENEFITS, HOSPITALIZATION, SURGICAL AND MEDICAL BENEFITS FOR EMPLOYEES OF THE EMPLOYERS, THEIR FAMILIES AND DEPENDENTS, AS DETERMINED BY THE TRUSTEES.
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 | Not 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
- 63-0373544
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $68,830,402
- Income (IRS master file)
- $60,035,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $50,934,308 | $51,168,156 | $68,830,402 | XML |
| 990 | December 2023 | $64,236,980 | $45,895,504 | $64,307,216 | XML |
| 990 | December 2022 | $47,302,998 | $47,427,695 | $59,142,533 | 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 63-0373544).
Questions about RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY
- What is the EIN of RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY?
- The employer identification number (EIN) of RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY is 63-0373544.
- Is RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1960.
- Are donations to RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY 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 RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY?
- The 990 for the year ended December 31, 2024 names JOSHUA BREWER.
- Who are the officers and directors of RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY?
- The 990 for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $101,439 (JOSHUA BREWER, FUND ADMINISTRATOR).
- How much revenue does RETAIL WHOLESALE & DEPARTMENT STORE INTERNATIONAL UNION & INDUSTRY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $50,934,308, expenses of $51,168,156 and total assets of $68,830,402 at year end.
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