Nonprofit · EIN 23-7017278
UFCW LOCAL 555 EMPLOYERS HEALTH TRUST
Tax-exempt · TUALATIN, OR 97062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $127,592,267 | $172,979,743 | -$45,387,476 | $145,833,059 | $51,777,905 | $94,055,154 |
| June 30, 2024 | 990 | $154,826,095 | $144,691,249 | $10,134,846 | $175,227,853 | $42,433,316 | $132,794,537 |
| June 30, 2023 | 990 | $154,860,235 | $152,946,667 | $1,913,568 | $156,665,753 | $40,006,994 | $116,658,759 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $126,270,238
- Investment income
- $1,322,029
- Net gain from sales of assets
- $527,683
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $170,033,822
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $46,312
- Accounting fees
- $49,564
Balance sheet and other
- Total assets, start of year
- $175,227,853
- Total assets, end of year
- $145,833,059
- Total liabilities, end of year
- $51,777,905
- Net assets, end of year
- $94,055,154
- Publicly traded securities
- $29,022,427
- Gross receipts
- $139,087,964
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- OR
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN CLAY | Chairman Trustee or director | 1 | $0 |
| MIKE MARSHALL | TRUSTEE Trustee or director | 1 | $0 |
| BRENT BOHN | trustee Trustee or director | 1 | $0 |
| Sandy Humphrey | TRUSTEE Trustee or director | 1 | $0 |
| Kyle Brittingham | TRUSTEE Trustee or director | 1 | $0 |
| Ragini Gupta | Alternate TRUSTEE Trustee or director | 1 | $0 |
| Scott Powers | Secretary Trustee or director | 1 | $0 |
| Susan Korenkov | Trustee Trustee or director | 1 | $0 |
| Jerad Coine | Alternate Trustee Trustee or director | 1 | $0 |
| Shaylon Lovell | Alternate Trustee Trustee or director | 1 | $0 |
| Ashley Cooke | Alternate Trustee Trustee or director | 1 | $0 |
| Miles Eshaia | Trutee Trustee or director | 1 | $0 |
| Sarah Martinez Garcia | Alternate Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sean Hammond | TRUSTEE Trustee or director | 1 | $0 |
| DAN CLAY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE MARSHALL | TRUSTEE Trustee or director | 1 | $0 |
| BRENT BOHN | trustee Trustee or director | 1 | $0 |
| ESAI ALDAY | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
| Sandy Humphrey | TRUSTEE Trustee or director | 1 | $0 |
| Kyle Brittingham | TRUSTEE Trustee or director | 1 | $0 |
| Ragini Gupta | Alternate TRUSTEE Trustee or director | 1 | $0 |
| Scott Powers | Trustee Trustee or director | 1 | $0 |
| Susan Korenkov | Trustee Trustee or director | 1 | $0 |
| Jerad Coine | Alternate Trustee Trustee or director | 1 | $0 |
| Aly Gideon | Alternate Trustee Trustee or director | 1 | $0 |
| Shaylon Lovell | Alternate Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sean Hammond | TRUSTEE Trustee or director | 1 | $0 |
| DAN CLAY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE MARSHALL | TRUSTEE Trustee or director | 1 | $0 |
| BRENT BOHN | trustee Trustee or director | 1 | $0 |
| Frank Jorgensen | trustee (FORMER) Trustee or director | 1 | $0 |
| SCOTT POWERS | TRUSTEE Trustee or director | 1 | $0 |
| SHARON CARROLL | ALTERNATE TRUSTEE (FORMER) Trustee or director | 1 | $0 |
| ESAI ALDAY | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
| TERESA POLLOCK | TRUSTEE (FORMER) Trustee or director | 1 | $0 |
| Sandy Humphrey | TRUSTEE Trustee or director | 1 | $0 |
| Kyle Brittingham | TRUSTEE Trustee or director | 1 | $0 |
| Ragini Gupta | Alternate TRUSTEE Trustee or director | 1 | $0 |
| Jim Sinclair | TRUSTEE (FORMER) Trustee or director | 1 | $0 |
| Brian Caufield | Alternate Trustee (FORMER) Trustee or director | 1 | $0 |
| SUSAN KORENKOV | TRUSTEE Trustee or director | 1 | $0 |
| JERAD COINE | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
| ALY GIDEON | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
| SHAYLON LOVELL | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12205 SW TUALATIN RD STE 200, TUALATIN, OR 97062-7919
- In care of
- % PATI PIRO-BOSLEY
- Principal officer (990 for 2024)
- DAN CLAY, 12205 SW TUALATIN RD STE 200, TUALATIN, OR 97062
- Signed the 990
- DAN CLAY, TRUSTEE
- Phone
- (866) 796-7623
- Return prepared by
- MILLER KAPLAN ARASE LLP
Mission
SEE SCHEDULE O
Program accomplishments
- see schedule o
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7017278
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $145,833,059
- Income (IRS master file)
- $139,087,964
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $127,592,267 | $172,979,743 | $145,833,059 | IRS |
| 990 | June 2024 | $154,826,095 | $144,691,249 | $175,227,853 | XML |
| 990 | June 2023 | $154,860,235 | $152,946,667 | $156,665,753 | XML |
| 990 | June 2022 | $139,931,447 | $139,795,441 | $148,467,269 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 23-7017278).
Questions about UFCW LOCAL 555 EMPLOYERS HEALTH TRUST
- What is the EIN of UFCW LOCAL 555 EMPLOYERS HEALTH TRUST?
- The employer identification number (EIN) of UFCW LOCAL 555 EMPLOYERS HEALTH TRUST is 23-7017278.
- Is UFCW LOCAL 555 EMPLOYERS HEALTH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
- Are donations to UFCW LOCAL 555 EMPLOYERS HEALTH TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UFCW LOCAL 555 EMPLOYERS HEALTH TRUST 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 UFCW LOCAL 555 EMPLOYERS HEALTH TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UFCW LOCAL 555 EMPLOYERS HEALTH TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UFCW LOCAL 555 EMPLOYERS HEALTH TRUST?
- The 990 for the year ended June 30, 2025 names DAN CLAY.
- Who are the officers and directors of UFCW LOCAL 555 EMPLOYERS HEALTH TRUST?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does UFCW LOCAL 555 EMPLOYERS HEALTH TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $127,592,267, expenses of $172,979,743 and total assets of $145,833,059 at year end.
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