Retail Employees Union 919 & Sub Health & Welfare Tr Fnd
EIN: 60844353 · Westport, CT
| Metric | Value |
|---|---|
| Total Revenue | $28.3M |
| Total Expenses | $27.5M |
| Net Assets | $4.5M |
Is Retail Employees Union 919 & Sub Health & Welfare Tr Fnd Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Retail Employees Union 919 & Sub Health & Welfare Tr Fnd
Retail Employees Union 919 & Sub Health & Welfare Tr Fnd (EIN: 60844353) is a nonprofit organization based in Westport, CT. The organization reported total revenue of $28.3M and total assets of $7.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Retail Employees Union 919 & Sub Health & Welfare Tr Fnd's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Retail Employees Union 919 & Sub Health & Welfare Tr Fnd is a large nonprofit that has been operating for 55 years, with 9 years of IRS 990 filings on record (2011–2019). Revenue has grown at a compound annual rate of -0.5%.
Key Financial Metrics (2019)
From the most recent IRS 990 filing on record:
| Total Revenue | $28.7M |
| Total Expenses | $27.5M |
| Surplus / Deficit | +$1.2M |
| Total Assets | $7.2M |
| Total Liabilities | $2.7M |
| Net Assets | $4.5M |
| Operating Margin | 4.1% |
| Debt-to-Asset Ratio | 37.9% |
| Months of Reserves | 3.2 months |
Financial Health Grade: A
In 2019, Retail Employees Union 919 & Sub Health & Welfare Tr Fnd reported a surplus of $1.2M with revenue exceeding expenses, holds 3.2 months of operating reserves (adequate), has a debt-to-asset ratio of 37.9% (moderate leverage).
Financial Trends
Over 9 years of filings (2011–2019), Retail Employees Union 919 & Sub Health & Welfare Tr Fnd's revenue has declined at a compound annual growth rate (CAGR) of -0.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2019 | -7.4% | -10.9% | +3.7% |
| 2018 | +2.7% | +2.9% | +1.8% |
| 2017 | +12.5% | +12.2% | +6.7% |
| 2016 | -1.4% | -2.4% | -1.2% |
| 2015 | -2.9% | -0.4% | +0.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1971 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Retail Employees Union 919 & Sub Health & Welfare Tr Fnd has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Retail Employees Union 919 & Sub Health & Welfare Tr Fnd with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2019)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.2M, with revenue exceeding expenses.
- Debt-to-asset ratio: 37.9%.
Frequently Asked Questions about Retail Employees Union 919 & Sub Health & Welfare Tr Fnd
Is Retail Employees Union 919 & Sub Health & Welfare Tr Fnd a legitimate charity?
Retail Employees Union 919 & Sub Health & Welfare Tr Fnd (EIN: 60844353) is a registered tax-exempt nonprofit based in Connecticut. It has 9 years of IRS 990 filings on record. Total revenue: $28.3M. No red flags identified. Financial health grade: A.
How does Retail Employees Union 919 & Sub Health & Welfare Tr Fnd spend its money?
Retail Employees Union 919 & Sub Health & Welfare Tr Fnd reported $28.3M in total revenue in IRS 990 filings. 9 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Retail Employees Union 919 & Sub Health & Welfare Tr Fnd tax-deductible?
Retail Employees Union 919 & Sub Health & Welfare Tr Fnd is registered as a tax-exempt nonprofit (EIN: 60844353). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Retail Employees Union 919 & Sub Health & Welfare Tr Fnd located?
Retail Employees Union 919 & Sub Health & Welfare Tr Fnd is headquartered in Westport, Connecticut and files with the IRS under EIN 60844353.
How many years of IRS 990 filings does Retail Employees Union 919 & Sub Health & Welfare Tr Fnd have?
Retail Employees Union 919 & Sub Health & Welfare Tr Fnd has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $28.3M in total revenue.
Filing History
IRS 990 filing history for Retail Employees Union 919 & Sub Health & Welfare Tr Fnd showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2019), Retail Employees Union 919 & Sub Health & Welfare Tr Fnd's revenue has declined by 4.1%, moving from $29.9M to $28.7M. Total assets increased by 14.9% over the same period, from $6.3M to $7.2M. Total functional expenses fell by 20.9%, from $34.8M to $27.5M. In its most recent filing year (2019), Retail Employees Union 919 & Sub Health & Welfare Tr Fnd reported a surplus of $1.2M, with revenue exceeding expenses. The organization holds $2.7M in liabilities against $7.2M in assets (debt-to-asset ratio: 37.9%), resulting in net assets of $4.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2019 | $28.7M | $27.5M | $7.2M | $2.7M | — | View 990 |
| 2018 | $31.0M | $30.9M | $7.0M | $3.8M | — | View 990 |
| 2017 | $30.2M | $30.1M | $6.9M | $3.3M | — | View 990 |
| 2016 | $26.8M | $26.8M | $6.4M | $3.0M | — | View 990 |
| 2015 | $27.2M | $27.4M | $6.5M | $2.6M | — | View 990 |
| 2014 | $28.0M | $27.6M | $6.5M | $2.6M | — | View 990 |
| 2013 | $35.5M | $35.7M | $6.0M | $4.0M | — | View 990 |
| 2012 | $32.9M | $33.2M | $6.1M | $4.1M | — | View 990 |
| 2011 | $29.9M | $34.8M | $6.3M | $3.8M | — | View 990 |
Year-by-Year Financial Summary
- 2019: Revenue of $28.7M, expenses of $27.5M, and assets of $7.2M (revenue -7.4% year-over-year).
- 2018: Revenue of $31.0M, expenses of $30.9M, and assets of $7.0M (revenue +2.7% year-over-year).
- 2017: Revenue of $30.2M, expenses of $30.1M, and assets of $6.9M (revenue +12.5% year-over-year).
- 2016: Revenue of $26.8M, expenses of $26.8M, and assets of $6.4M (revenue -1.4% year-over-year).
- 2015: Revenue of $27.2M, expenses of $27.4M, and assets of $6.5M (revenue -2.9% year-over-year).
- 2014: Revenue of $28.0M, expenses of $27.6M, and assets of $6.5M (revenue -21.0% year-over-year).
- 2013: Revenue of $35.5M, expenses of $35.7M, and assets of $6.0M (revenue +8.0% year-over-year).
- 2012: Revenue of $32.9M, expenses of $33.2M, and assets of $6.1M (revenue +9.8% year-over-year).
- 2011: Revenue of $29.9M, expenses of $34.8M, and assets of $6.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Retail Employees Union 919 & Sub Health & Welfare Tr Fnd:
Data Sources and Methodology
This transparency report for Retail Employees Union 919 & Sub Health & Welfare Tr Fnd is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.