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Nonprofit · EIN 84-6044454

ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND

Tax-exempt · ARVADA, CO 80002

Financials

$131.3M$129.9M2022$138.1M$126.9M2023$141.3M$138.6M2024
Revenue Expenses · by fiscal year end
Financials of ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$141,319,494$138,627,914$2,691,580$55,738,373$503,703$55,234,670
April 30, 2024990$138,064,001$126,895,699$11,168,302$52,559,351$476,203$52,083,148
April 30, 2023990$131,349,671$129,924,346$1,425,325$41,712,920$616,797$41,096,123
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$139,627,109
Investment income
$1,640,379
Net gain from sales of assets
$113,022
Other revenue
$52,006

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$131,386,944
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$495,544
Accounting fees
$101,765

Balance sheet and other

Total assets, start of year
$52,559,351
Total assets, end of year
$55,738,373
Total liabilities, end of year
$503,703
Net assets, end of year
$55,234,670
Publicly traded securities
$22,667,590
Gross receipts
$269,435,158
Employees
0
Volunteers
0
Year formed
1965
State of legal domicile
CO

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KIM CORDOVATRUSTEE
Trustee or director
1$0$244,185$14,207
CHRISTINE ARELLANOTRUSTEE
Trustee or director
1$0$196,743$12,393
RAMON ZUNIGATRUSTEE - NEW
Trustee or director
1$0$188,322$12,393
MARTIN GARCIATRUSTEE
Trustee or director
1$0$183,421$12,393
ADRIANA ESCOBARTRUSTEE - PAST
Trustee or director
1$0$122,603$3,992
LEROY WESTMORELANDTRUSTEE - PAST
Trustee or director
1$0$0$0
SEAN HAMMONDTRUSTEE - PAST
Trustee or director
1$0$0$0
BRENT BOHNTRUSTEE
Trustee or director
1$0$0$0
IAN ADAMSTRUSTEE - NEW
Trustee or director
1$0$0$0
HENRY B TAYLORTRUSTEE - NEW
Trustee or director
1$0$0$0
990 for the year ended April 30, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KIM CORDOVATRUSTEE
Trustee or director
1$0$222,852$14,079
ADRIANA ESCOBARTRUSTEE
Trustee or director
1$0$187,680$12,265
CHRISTINE ARELLANOTRUSTEE
Trustee or director
1$0$180,287$12,265
MARTIN GARCIATRUSTEE
Trustee or director
1$0$168,874$12,265
LEROY WESTMORELANDTRUSTEE
Trustee or director
1$0$0$0
SEAN HAMMONDTRUSTEE
Trustee or director
1$0$0$0
ANDY LUKESTRUSTEE - PAST
Trustee or director
1$0$0$0
BRENT BOHNTRUSTEE - NEW
Trustee or director
1$0$0$0
990 for the year ended April 30, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KIM CORDOVATRUSTEE
Trustee or director
1$0$214,245$15,963
ADRIANA ESCOBARTRUSTEE - NEW
Trustee or director
1$0$185,595$14,248
KEVIN SCHNEIDERTRUSTEE - PAST
Trustee or director
1$0$184,898$8,317
MARTIN GARCIATRUSTEE
Trustee or director
1$0$168,874$14,248
CHRISTINE ARELLANOTRUSTEE - NEW
Trustee or director
1$0$157,712$14,139
LEAH DOWODZENKATRUSTEE - PAST
Trustee or director
1$0$122,251$14,229
BOB MCLAUCHLINTRUSTEE - PAST
Trustee or director
1$0$0$0
LEROY WESTMORELANDTRUSTEE
Trustee or director
1$0$0$0
SEAN HAMMONDTRUSTEE
Trustee or director
1$0$0$0
ANDY LUKESTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
5511 W 56TH AVE UNIT 250, ARVADA, CO 80002-2815
Principal officer (990 for 2024)
MARTIN GARCIA, 5511 W 56TH AVE 250, ARVADA, CO 800022815
Signed the 990
MARTIN GARCIA, TRUSTEE
Phone
(303) 430-1118
Return prepared by
LEGACY PROFESSIONALS LLP

Mission

TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF ROCKY MOUNTAIN UFCW & EMPLOYERS HEALTH BENEFIT PLAN.

990 for the year ended April 30, 2025

Program accomplishments

  • TO PROVIDE HEALTH, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, VISION, PRESCRIPTION AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
84-6044454
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1966
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$55,738,373
Income (IRS master file)
$269,435,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$141,319,494$138,627,914$55,738,373XML
990April 2024$138,064,001$126,895,699$52,559,351XML
990April 2023$131,349,671$129,924,346$41,712,920XML
990April 2022$131,376,126$128,090,952$40,164,714IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 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 84-6044454).

Questions about ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND

What is the EIN of ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND?
The employer identification number (EIN) of ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND is 84-6044454.
Is ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
Are donations to ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT 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 ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND?
The 990 for the year ended April 30, 2025 names MARTIN GARCIA.
Who are the officers and directors of ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND?
The 990 for the year ended April 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT FUND have?
On its 990 for the year ended April 30, 2025 it reported revenue of $141,319,494, expenses of $138,627,914 and total assets of $55,738,373 at year end.

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