Skip to content
Nonprofiteer
← ALASKA RETAIL CLERKS HEALTH AND WEFARE TRUST

Form 990 for tax year 2023

Filed by ALASKA RETAIL CLERKS HEALTH AND WEFARE TRUST.

Totals

Total revenue
$23,108,122
Total expenses
$20,706,970
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$22,813,527
Investment income
$280,404
Other revenue
$14,191
Total assets, end of year
$21,621,155
Total liabilities, end of year
$5,236,173
Net assets or fund balances, end of year
$16,384,982
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $21,464,797 · related or exempt $21,464,797

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $1,348,730 · related or exempt $1,348,730

  • 3 · Investment income

    total $355,064 · excluded $355,064

  • 7a · Gross sales of assets other than inventory

    securities $1,200,000

  • 7b · Less cost or other basis and sales expenses

    securities $1,274,660

  • 7c · Gain or loss

    securities -$74,660

  • 7d · Net gain or loss

    total -$74,660 · excluded -$74,660

  • 11a · Other revenue: OTHER INCOME

    total $14,191 · related or exempt $14,191

  • 11e · Other revenue, total

    $14,191

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $20,041,136

  • 11a · Fees: management

    total $305,602

  • 11b · Fees: legal

    total $38,933

  • 11c · Fees: accounting

    total $54,885

  • 11f · Fees: investment management

    total $22,203

  • 11g · Fees: other

    total $178,741

  • 13 · Office expenses

    total $32,736

  • 17 · Travel

    total $9,425

  • 19 · Conferences, conventions and meetings

    total $2,615

  • 23 · Insurance

    total $14,970

  • 24a · Other expenses: PCORI TAX

    total $5,724

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $143,330 · end of year $422,524

  • 2 · Savings and temporary cash investments

    beginning of year $3,176,890 · end of year $1,207,257

  • 4 · Accounts receivable

    beginning of year $3,075,781 · end of year $4,294,384

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,039 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $13,942,178 · end of year $13,667,019

  • 12 · Investments: other securities

    beginning of year $1,790,576 · end of year $2,029,971

  • 17 · Accounts payable and accrued expenses

    beginning of year $360,156 · end of year $14,950

  • 25 · Other liabilities

    beginning of year $8,684,313 · end of year $5,221,223

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $13,094,325 · end of year $16,384,982

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS

  • DISBURSEMENTS NEEDED TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.

As filed on the 2023 return.

Listed in Part VII

  • Silvana Tirban

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Brent Bohn

    SECRETARY - STARTED 6/2023

    Total calculated
    $0
    Hours/week
    1

  • Dan Clay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Frank Mutchie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Scott Klitzke Powers

    TRUSTEE - STARTED 6/2023

    Total calculated
    $0
    Hours/week
    1

  • Sean Hammond

    TRUSTEE - START 6/23; END 12/23

    Total calculated
    $0
    Hours/week
    1

  • Hl Buzz Ravenscraft

    TRUSTEE - ENDED 6/2023

    Total calculated
    $0
    Hours/week
    1

  • Robert McLauchlin

    SECRETARY - ENDED 6/2023

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • UFCW LOCAL 1496

  • ALASKA UNITED FOOD AND COMMERCIALS WORKERS PENSION PLAN

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202443119349302424

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.