Storeworkers Security Plan

Not tax-deductible

New York, NYMutual-benefit / member-servingMutual / membership EIN 13-6162367Revenue $327K in FY2025Latest return filed Nov 11, 2025

On file with the IRSNew York, NYTax-exempt since Apr 1953

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To provide health and related benefits coverage to eligible participants.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-6162367) · Dispute this line
Mission: Form 990 Part I, line 1

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $613K a year · 183% of revenue · last 5 filings
A surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
1.5 mo
of spending, in cash
Plus $4.6M in investments, Pt X · Ln 11–13
1.5 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$229K
5% of total assets
Liabilities are 5% of assets.
Pt X · Ln 26
Independent board members
4
of 4 voting members
4 of 4 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$327K
+52% vs prior year
Spent
$891K
To programs
0%
Net assets
$4.6M
By yearFY2021–FY2025
Revenue
$327K
FY2025▲ +52%
Tap a bar for its year
Revenue by fiscal year
FY2021$466K
FY2022$430K
FY2023$243K
FY2024$215K
FY2025$327K
Expenses
$891K
FY2025▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2021$860K
FY2022$964K
FY2023$1.0M
FY2024$1.0M
FY2025$891K
Net assets
$4.6M
FY2025▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2021$8.0M
FY2022$7.0M
FY2023$5.8M
FY2024$5.1M
FY2025$4.6M

From the FY2025 Form 990 (year ending January 2025) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1953.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Past Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Storeworkers Security Plan executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers health and related benefits coverage to eligible participants.

Questions for Storeworkers Security Plan

Tap to ask. Storeworkers Security Plan sees how many people are interested.

Your first name shows with your question. Storeworkers Security Plan answers here, for everyone.

1 program · in their own filed words · FY2024
01

Provided health and related benefits coverage to eligible participants.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 13-6162367) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$327K
Ln 12
Fees for servicesLn 2g$190K
Investment incomeLn 3$186K
Money outPt IX
$891K
Ln 25
Owns and owesPt X
$4.6M
net assets · Ln 32
Cash and savingsLn 1–2$112K
Total assetsLn 16$4.8M
LiabilitiesLn 26$229K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$190K
Investment incomeLn 3$186K
Gains on assetsLn 7−$79K
Total revenueLn 12$327K
Assets in detailPt X, end of year
CashLn 1$43K
SavingsLn 2$69K
Cash and savings togetherLn 1–2$112K
Accounts receivableLn 4$58K
Prepaid expenses and deferred chargesLn 9$13K
InvestmentsLn 11–13$4.6M
Other assetsLn 15$28K
Total assetsLn 16$4.8M
LiabilitiesLn 26$229K
Net assetsLn 32$4.6M
OperationsPt I, VI
EmployeesI 55
Fiscal year endsHeaderJanuary
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$93K$112K
InvestmentsLn 11–13$5.2M$4.6M
Land, buildings, equipmentLn 10c$803$0
Total assetsLn 16$5.4M$4.8M
LiabilitiesLn 26$299K$229K
Net assetsLn 32$5.1M$4.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$496K
Pay of officers and key staff (Part IX, line 5)Ln 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$163K
Pension plan contributionsLn 8$17K
Other employee benefitsLn 9$12K
Payroll taxesLn 10$14K
Management feesLn 11a$0
Legal feesLn 11b$22K
Accounting feesLn 11c$26K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$20K
Other fees for servicesLn 11g$25K
Advertising and promotionLn 12$0
Office expensesLn 13$47K
Information technologyLn 14$28K
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$61
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$805
InsuranceLn 23$19K
Other expenses (24a–d)Ln 24$660
All other expensesLn 24e$0
Total functional expensesLn 25$891K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Nov 11, 2025 $327K$891K−$564K$4.6M 990 PDF
FY2024Filed with the IRS Nov 15, 2024 $215K$1.0M−$791K$5.1M 990 PDF
FY2023Filed with the IRS Nov 14, 2023 $243K$1.0M−$783K$5.8M 990 PDF
FY2022Filed with the IRS Dec 13, 2022 $430K$964K−$534K$7.0M 990 PDF
FY2021Filed with the IRS Dec 6, 2021 $466K$860K−$395K$8.0M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $327,041 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $138,865$189,711
I-10 Investment incomePrior year $47,172$106,786
I-11 Other revenuePrior year $28,678$30,544
I-12 Total revenuePrior year $214,715$327,041
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $433,664$496,201
I-15 Salaries and benefitsPrior year $332,879$205,960
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $239,392$189,031
I-18 Total expensesPrior year $1,005,935$891,192
I-19 Revenue less expensesPrior year −$791,220−$564,151
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $327,041 across 9 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $189,711$189,711
VIII-3 Investment incomeExcluded from tax $185,670$185,670
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$78,884−$78,884
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $30,544$30,544
VIII-12 Total revenueRelated to mission $220,255 · Excluded from tax $106,786$327,041
Part IX · Statement of functional expenses $891,192 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$496,201
IX-5 Pay of officers and key staff (Part IX, line 5)$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$163,012
IX-8 Pension plan contributions$17,415
IX-9 Other employee benefits$12,010
IX-10 Payroll taxes$13,523
IX-11a Management fees$0
IX-11b Legal fees$21,911
IX-11c Accounting fees$25,500
IX-11d Lobbying fees$0
IX-11f Investment management fees$20,426
IX-11g Other fees for services$25,000
IX-12 Advertising and promotion$0
IX-13 Office expenses$46,798
IX-14 Information technology$28,434
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$61
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$805
IX-23 Insurance$19,436
IX-24 Other expenses (24a–d)$660
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$891,192
Part X · Balance sheet $4,811,340 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $51,156$42,808
X-2 Savings and temporary cash investmentsStart of year $42,263$68,981
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $58,635$57,560
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $8,599$12,850
X-10c Land, buildings and equipment, netStart of year $803$0
X-11 Publicly traded securitiesStart of year $5,203,853$4,601,576
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $27,565$27,565
X-16 Total assetsStart of year $5,392,874$4,811,340
X-17 Accounts payable and accrued expensesStart of year $34,068$34,812
X-25 Other liabilitiesStart of year $264,584$193,860
X-26 Total liabilitiesStart of year $298,652$228,672
X-31 Retained earnings or endowmentStart of year $5,094,222$4,582,668
X-32 Total net assets or fund balancesStart of year $5,094,222$4,582,668
X-33 Total liabilities and net assetsStart of year $5,392,874$4,811,340
Part XI · Reconciliation of net assets $4,582,668 net assets at year end
XI-1 Total revenue$327,041
XI-2 Total expenses$891,192
XI-3 Revenue less expenses−$564,151
XI-4 Net assets at start of year$5,094,222
XI-5 Net unrealized gains (losses) on investments$52,597
XI-10 Net assets at end of year$4,582,668

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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