STRATEGY STUDIO / PUBLIC DATA EXPLORER

RETIREE HEALTH TRUST: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
RETIREE HEALTH TRUST (EIN 26-3161577)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-09
IRS object ID
201140409349300644
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-09T16:34:43-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Kafoury Armstrong & CoBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16140 Plumas StreetAddressLine1
CityRenoCity
StateNVState
ZIP Code89519ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN263161577EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RETIREE HEALTH TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRETINameControl
Phone7027940272Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12950 EAST ROCHELLE AVEAddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89121ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePETER ALPERTName
TitleCEO TEACHERS HEALTH TRUST, AGENTTitle
Phone7027940272Phone
Date Signed2011-02-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKristen BurgessName
Phone7756899100Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPETER ALPERTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12950 EAST ROCHELLEAddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89121ZIPCode
FieldValueIRS element (for citing)
Gross Receipts11546335GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation2008YearFormation
State Legal DomicileNVStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERSActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year12012048ProgramServiceRevenuePriorYear
Program Service Revenue CY11169958ProgramServiceRevenueCY
Investment Income Prior Year90672InvestmentIncomePriorYear
Investment Income Current Year374673InvestmentIncomeCurrentYear
Other Revenue Current Year1704OtherRevenueCurrentYear
Total Revenue Prior Year12102720TotalRevenuePriorYear
Total Revenue Current Year11546335TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year26146BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY478860BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year134792OtherExpensePriorYear
Other Expenses Current Year221158OtherExpensesCurrentYear
Total Expenses Prior Year160938TotalExpensesPriorYear
Total Expenses Current Year700018TotalExpensesCurrentYear
Revenues Less Expenses Prior Year11941782RevenuesLessExpensesPriorYear
Revenues Less Expenses CY10846317RevenuesLessExpensesCY
Total Assets BOY11982598TotalAssetsBOY
Total Assets EOY23221837TotalAssetsEOY
Total Liabilities BOY38500TotalLiabilitiesBOY
Total Liabilities EOY111045TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY11944098NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY23110792NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERSMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionPROVIDE HEALTH AND WELFARE BENEFITS TO RETIREESDescription
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109617NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1FELIPE DANGLAPINBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7028666161TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12950 E ROCHELLE AVENUEAddressLine1
CityLAS VEGASCity
StateNVState
ZIP Code89121ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
BRAD TRUAX
CHAIRPERSONX000
ALAN WCUMMINGS
VICE CHAIRPERSONX000
ARACELY LOMELI
SECRETARYX000
RUBEN MURILLO
TRUSTEEX000
EVA WOTHERLY
TRUSTEEX000
WILLIAM G VICK
TRUSTEEX000
KAREN M BLOMGREN
TRUSTEEX000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PARTICIPANT CONTRIBUTI52510065617456561745
EMPLOYER CONTRIBUTION52510041891294189129
RETIREE CONTRIBUTION525100419084419084
FieldValueIRS element (for citing)
Total Program Service Revenue11169958TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column374673TotalRevenueColumn
Exclusion$374,673ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
PRESCRIPTION DRUG REBA90009916791679
NSF CHECK FEE90009925$25
FieldValueIRS element (for citing)
Total Other Revenue1704TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column11546335TotalRevenueColumn
Related Or Exempt Function Income11171637RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$374,698ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total478860Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total28500Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total37735Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total10250Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total11699Total

Insurance Insurance

FieldValueIRS element (for citing)
Total19756Total

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotal
CCCA SERVICE AGREEMENT59194
THT ADMINISTRATIVE SERV45299
TELEPHONE7026
MISCELLANEOUS944
POSTAGE755

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total700018Total

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6000294BOY
EOY4315260EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY234799BOY
EOY233367EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY35415BOY
EOY19043EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY5702075BOY
EOY9522231EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY9099467EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY10015BOY
EOY32469EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY11982598BOY
EOY23221837EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY6BOY
EOY66375EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY15090BOY
EOY44080EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY23404BOY
EOY590EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY38500BOY
EOY111045EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY11944098BOY
EOY23110792EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11944098BOY
EOY23110792EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11982598BOY
EOY23221837EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionCD - BANK OF NEVADADescription
Book Value9099467BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities9099467TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO RELATED PARTYDescription
Amount$590Amount
FieldValueIRS element (for citing)
Total Of Amounts590TotalOfAmounts
Total Revenue11546335TotalRevenue
Total Expenses700018TotalExpenses
Excess Or Deficit For Year10846317ExcessOrDeficitForYear
Net Unrealized GL On Investments320377NetUnrealizedGLOnInvestments
Total Adjustments320377TotalAdjustments
Excess Or Deficit Per FS11166694ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt11828977TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments320377NetUnrealizedGainsInvestments
Revenue Not Rptd F990320377RevenueNotRptdF990
Revenue Subtotal11508600RevenueSubtotal
Investment Expenses Not Included37735InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt37735RevenueNotRptdOnFinStmt
Total Revenue Per Form99011546335TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt662283TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal662283ExpensesSubtotal
Investment Expenses Not Included237735InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt37735ExpensesNotRptdOnFinStmt
Total Expenses Per Form990700018TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND ACCOUNTING, THE CHIEF OPERATING OFFICER AND THE CHIEF EXECUTIVE OFFICER OF THE TEACHERS HEALTH TRUST, AGENT.
Form 990, Part VI, Section B, line 12cTHE ORGANIZATION HOLDS WEEKLY MEETINGS WITH MANAGERS OF TEACHERS HEALTH TRUST, AGENT AND COO OF TEACHERS HEALTH TRUST, AGENT WHERE THIS IS AN AGENDA ITEM.
Form 990, Part VI, Section C, line 19THE ORGANIZATION MAKES ITS ANNUAL AUDITED FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNA
CLARK COUNTY EDUCATION ASSOCIATION
4230 MCLEOD DRIVELAS VEGASNV89121880104093TO REPRESENT AND FURTHER THE WELFARE OF ITS MEMBERSNV501(C)(5)N/A
TEACHERS HEALTH TRUST
2950 EAST ROCHELLE AVENUELAS VEGASNV89121880195176TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERSNV501(C)(9)N/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg