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Nonprofit · EIN 91-6049498

RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU

Tax-exempt · SPOKANE, WA 99201

Financials

$44.6M$41M2022$45.9M$42.4M2023$33.3M$44.6M2024
Revenue Expenses · by fiscal year end
Financials of RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$33,282,240$44,599,467-$11,317,227$46,694,348$7,638,454$39,055,894
April 30, 2024990$45,880,832$42,393,699$3,487,133$55,937,105$6,553,282$49,383,823
April 30, 2023990$44,565,836$41,003,394$3,562,442$51,706,017$5,539,837$46,166,180
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$31,762,327
Investment income
$1,519,913
Net gain from sales of assets
-$254,301
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$43,029,499
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$31,367
Accounting fees
$63,030

Balance sheet and other

Total assets, start of year
$55,937,105
Total assets, end of year
$46,694,348
Total liabilities, end of year
$7,638,454
Net assets, end of year
$39,055,894
Publicly traded securities
$33,827,139
Gross receipts
$97,453,186
Employees
0
Volunteers
9
Year formed
1963
State of legal domicile
WA

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 / weekCompensation
ERIC RENNERCHAIRMAN
Trustee or director, Officer
2$0
SCOTT POWERSSECRETARY
Trustee or director, Officer
2$0
BRENT BOHNTRUSTEE
Trustee or director
2$0
SCOTT HABENICHTTRUSTEE
Trustee or director
2$0
CRAIG CUDETRUSTEE
Trustee or director
2$0
FAYE GUENTHERTRUSTEE
Trustee or director
2$0
YVONNE PETERSTRUSTEE
Trustee or director
2$0
JOE MIZRAHITRUSTEE
Trustee or director
2$0
MARIA MILLIRONTRUSTEE
Trustee or director
2$0
990 for the year ended April 30, 2024: 10 people
NameTitleHours / weekCompensation
ERIC RENNERCHAIRMAN
Trustee or director, Officer
2$0
SCOTT POWERSSECRETARY
Trustee or director, Officer
2$0
BRENT BOHNTRUSTEE
Trustee or director
2$0
JEFF HOFSTADERTRUSTEE
Trustee or director
2$0
SCOTT HABENICHTTRUSTEE
Trustee or director
2$0
CRAIG CUDETRUSTEE
Trustee or director
2$0
FAYE GUENTHERTRUSTEE
Trustee or director
2$0
YVONNE PETERSTRUSTEE
Trustee or director
2$0
SEAN HAMMONDTRUSTEE
Trustee or director
2$0
JOE MIZRAHITRUSTEE
Trustee or director
2$0
990 for the year ended April 30, 2023: 8 people
NameTitleHours / weekCompensation
ERIC RENNERCHAIRMAN
Trustee or director, Officer
2$0
SCOTT POWERSSECRETARY
Trustee or director, Officer
2$0
BRENT BOHNTRUSTEE
Trustee or director
2$0
JEFF HOFSTADERTRUSTEE
Trustee or director
2$0
SCOTT HABENICHTTRUSTEE
Trustee or director
2$0
CRAIG CUDETRUSTEE
Trustee or director
2$0
FAYE GUENTHERTRUSTEE
Trustee or director
2$0
YVONNE PETERSTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1322 N POST PL, SPOKANE, WA 99201-2520
Principal officer (990 for 2024)
ERIC RENNER, 1322 N POST, SPOKANE, WA 99201
Signed the 990
ERIC RENNER, CHAIRMAN
Phone
(509) 534-0600
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

PROVIDE A HEALTH AND WELFARE PLAN TO THE UNITED FOOD AND COMMERCIAL WORKERS UNION PERSUANT TO A COLLECTIVE BARGAINING AGREEMENT.

990 for the year ended April 30, 2025

Program accomplishments

  • THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.
  • PREMIUMS TO UNDERWRITERS FOR HEALTH AND WELFARE BENEFITS.

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
91-6049498
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$46,694,348
Income (IRS master file)
$97,453,186

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$33,282,240$44,599,467$46,694,348XML
990April 2024$45,880,832$42,393,699$55,937,105XML
990April 2023$44,565,836$41,003,394$51,706,017XML
990April 2022$45,602,470$40,975,934$47,661,813IRS
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 91-6049498).

Questions about RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU

What is the EIN of RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU?
The employer identification number (EIN) of RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU is 91-6049498.
Is RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU 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 CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU 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 RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU 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 RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU?
The 990 for the year ended April 30, 2025 names ERIC RENNER.
Who are the officers and directors of RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU?
The 990 for the year ended April 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does RETAIL CLERKS TRUST FKA UNITED FOOD AND COMMERCIAL WORKERS WELFARE TRU have?
On its 990 for the year ended April 30, 2025 it reported revenue of $33,282,240, expenses of $44,599,467 and total assets of $46,694,348 at year end.

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