Retail Store Employees Health And Welfare Trust
EIN: 820289815 · Murray, UT
| Metric | Value |
|---|---|
| Total Expenses | $5.0M |
| Net Assets | $-169,977 |
Is Retail Store Employees Health And Welfare Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Retail Store Employees Health And Welfare Trust
Retail Store Employees Health And Welfare Trust (EIN: 820289815) is a nonprofit organization based in Murray, UT. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Retail Store Employees Health And Welfare Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Retail Store Employees Health And Welfare Trust is a mid-size nonprofit, with 6 years of IRS 990 filings on record (2011–2016). Revenue has grown at a compound annual rate of 3.6%.
Key Financial Metrics (2016)
From the most recent IRS 990 filing on record:
| Total Revenue | $5.0M |
| Total Expenses | $5.0M |
| Surplus / Deficit | +$40K |
| Total Assets | $1.3M |
| Total Liabilities | $1.4M |
| Net Assets | $-169,977 |
| Operating Margin | 0.8% |
| Debt-to-Asset Ratio | 113.5% |
| Months of Reserves | 3.0 months |
Financial Health Grade: A
In 2016, Retail Store Employees Health And Welfare Trust reported a surplus of $40K with revenue exceeding expenses, holds 3.0 months of operating reserves (adequate), has a debt-to-asset ratio of 113.5% (high leverage).
Financial Trends
Over 6 years of filings (2011–2016), Retail Store Employees Health And Welfare Trust's revenue has grown at a compound annual growth rate (CAGR) of 3.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2016 | -1.9% | -20.5% | -30.5% |
| 2015 | +18.9% | +26.1% | -33.3% |
| 2014 | +5.8% | +19.5% | -10.7% |
| 2013 | -2.7% | +11.4% | +2.9% |
| 2012 | -0.5% | -31.1% | -2.0% |
AI Analysis Pending
AI enrichment for Retail Store Employees Health And Welfare Trust 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 Store Employees Health And Welfare Trust 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 (2016)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $40K, with revenue exceeding expenses.
- Debt-to-asset ratio: 113.5%.
Frequently Asked Questions about Retail Store Employees Health And Welfare Trust
Is Retail Store Employees Health And Welfare Trust a legitimate charity?
Retail Store Employees Health And Welfare Trust (EIN: 820289815) is a registered tax-exempt nonprofit based in Utah. It has 6 years of IRS 990 filings on record. No red flags identified. Financial health grade: A.
How does Retail Store Employees Health And Welfare Trust spend its money?
Retail Store Employees Health And Welfare Trust reported its financials in IRS 990 filings. 6 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Retail Store Employees Health And Welfare Trust tax-deductible?
Retail Store Employees Health And Welfare Trust is registered as a tax-exempt nonprofit (EIN: 820289815). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Retail Store Employees Health And Welfare Trust located?
Retail Store Employees Health And Welfare Trust is headquartered in Murray, Utah and files with the IRS under EIN 820289815.
How many years of IRS 990 filings does Retail Store Employees Health And Welfare Trust have?
Retail Store Employees Health And Welfare Trust has 6 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
Filing History
IRS 990 filing history for Retail Store Employees Health And Welfare Trust showing financial trends over 6 years of public records:
Over 6 years of IRS 990 filings (2011–2016), Retail Store Employees Health And Welfare Trust's revenue has grown by 19.5%, moving from $4.2M to $5.0M. Total assets decreased by 58.3% over the same period, from $3.0M to $1.3M. Total functional expenses fell by 8%, from $5.4M to $5.0M. In its most recent filing year (2016), Retail Store Employees Health And Welfare Trust reported a surplus of $40K, with revenue exceeding expenses. The organization holds $1.4M in liabilities against $1.3M in assets (debt-to-asset ratio: 113.5%), resulting in net assets of $-169,977.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2016 | $5.0M | $5.0M | $1.3M | $1.4M | — | — |
| 2015 | $5.1M | $6.3M | $1.8M | $2.0M | — | View 990 |
| 2014 | $4.3M | $5.0M | $2.7M | $1.8M | — | View 990 |
| 2013 | $4.1M | $4.2M | $3.0M | $1.5M | — | View 990 |
| 2012 | $4.2M | $3.7M | $3.0M | $1.3M | — | View 990 |
| 2011 | $4.2M | $5.4M | $3.0M | $1.7M | — | View 990 |
Year-by-Year Financial Summary
- 2016: Revenue of $5.0M, expenses of $5.0M, and assets of $1.3M (revenue -1.9% year-over-year).
- 2015: Revenue of $5.1M, expenses of $6.3M, and assets of $1.8M (revenue +18.9% year-over-year).
- 2014: Revenue of $4.3M, expenses of $5.0M, and assets of $2.7M (revenue +5.8% year-over-year).
- 2013: Revenue of $4.1M, expenses of $4.2M, and assets of $3.0M (revenue -2.7% year-over-year).
- 2012: Revenue of $4.2M, expenses of $3.7M, and assets of $3.0M (revenue -0.5% year-over-year).
- 2011: Revenue of $4.2M, expenses of $5.4M, and assets of $3.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Retail Store Employees Health And Welfare Trust:
Data Sources and Methodology
This transparency report for Retail Store Employees Health And Welfare Trust 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.