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Ufcw Local 1529 Retiree Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$166k (2024)

Expenses
$551k (2024)

Total Assets
$2.75M (2024)

Total Liabilities
$25.4k (2024)

Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$166,323
Expenses
$551,499
Net Income
-$385,176
Net Assets
$2,728,791
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,650
53.3%
Investment Income $75,950
45.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,723
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,754,160
Total Liabilities $25,369
Net Assets $2,728,791
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $299,736 $0
Richard Slayton (Trustee) $0 $200,417 $0
Peggy Prescott (Trustee) $0 $0 $0
Wes Pitt (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$790,221
Expenses
$668,115
Net Income
$122,106
Net Assets
$3,113,967
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $755,695
95.6%
Investment Income $34,526
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,136,565
Total Liabilities $22,598
Net Assets $3,113,967
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $303,175 $0
Richard Slayton (Trustee) $0 $199,051 $0
Don Sattler (Trustee) $0 $0 $0
Peggy Prescott (Trustee) $0 $0 $0
Wes Pitt (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,225,152
Expenses
$827,526
Net Income
$397,626
Net Assets
$2,989,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,225,493
> 100%
Investment Income -$341
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,009,567
Total Liabilities $19,594
Net Assets $2,989,973
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $285,238 $0
Richard Slayton (Trustee) $0 $190,155 $0
Don Sattler (Trustee) $0 $0 $0
Peggy Prescott (Trustee) $0 $0 $0
Wes Pitt (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,245,065
Expenses
$676,342
Net Income
$568,723
Net Assets
$2,592,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,239,946
99.6%
Investment Income $5,119
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,621,175
Total Liabilities $28,828
Net Assets $2,592,347
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $267,104 $0
Richard Slayton (Trustee) $0 $179,178 $0
Sonja Mcknight (Trustee) $0 $56,870 $0
Peggy Prescott (Trustee) $0 $0 $0
Kevin Lindsey (Trustee) $0 $0 $0
Wes Pitt (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,268,583
Expenses
$841,874
Net Income
$426,709
Net Assets
$2,023,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,232,329
97.1%
Investment Income $36,254
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,051,280
Total Liabilities $27,656
Net Assets $2,023,624
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $271,608 $0
Richard Slayton (Trustee) $0 $182,280 $0
Sonja Mcknight (Trustee) $0 $57,650 $0
Peggy Prescott (Trustee) $0 $0 $0
Kevin Lindsey (Trustee) $0 $0 $0
Wes Pitt (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,285,292
Expenses
$879,816
Net Income
$405,476
Net Assets
$1,596,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,262,784
98.2%
Investment Income $22,508
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,621,786
Total Liabilities $24,871
Net Assets $1,596,915
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $270,148 $0
Richard Slayton (Trustee) $0 $178,825 $0
Peggy Prescott (Trustee) $0 $0 $0
Kevin Lindsey (Trustee) $0 $0 $0
Sonja Mcknight (Trustee) $0 $54,985 $0
Wes Pitt (Alt Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,265,658
Expenses
$949,197
Net Income
$316,461
Net Assets
$1,191,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,265,851
> 100%
Investment Income -$193
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,210,319
Total Liabilities $18,880
Net Assets $1,191,439
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard (Trustee) $0 $258,242 $0
Richard Slayton (Trustee) $0 $174,649 $0
Peggy Prescott (Trustee) $0 $0 $0
Kevin Lindsey (Trustee) $0 $0 $0
Sonja Mcknight (Alt. Trustee) $0 $53,797 $0
Wes Pitt (Alt. Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,301,187
Expenses
$1,010,442
Net Income
$290,745
Net Assets
$874,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,301,187
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $904,840
Total Liabilities $29,862
Net Assets $874,978
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $261,881 $0
Richard Slayton (Trustee) $0 $173,496 $0
Peggy Prescott (Trustee) $0 $0 $0
Kevin Lindsey (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,277,007
Expenses
$1,006,543
Net Income
$270,464
Net Assets
$584,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,277,007
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $623,254
Total Liabilities $39,021
Net Assets $584,233
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $0 $0
Richard Slayton (Trustee) $0 $0 $0
Peggy Prescott (Trustee) $0 $0 $0
Rufus Wilson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,313,754
Expenses
$1,121,488
Net Income
$192,266
Net Assets
$313,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,313,754
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $348,945
Total Liabilities $35,176
Net Assets $313,769
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $0 $0
Richard Slayton (Trustee) $0 $0 $0
Peggy Prescott (Trustee) $0 $0 $0
Rufus Wilson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,384,751
Expenses
$1,198,295
Net Income
$186,456
Net Assets
$121,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,384,751
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $152,033
Total Liabilities $30,530
Net Assets $121,503
Compensation
Key Employees and Officers Compensation Related Other
Leon E Sheppard Jr (Trustee) $0 $0 $0
Richard Slayton (Trustee) $0 $0 $0
Peggy Prescott (Trustee) $0 $0 $0
Rufus Wilson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$742,105
Expenses
$807,058
Net Income
-$64,953
Net Assets
-$64,953
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $742,105
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $698,814
Total Liabilities $763,767
Net Assets -$64,953

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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