Commonwealth Of Massachusetts Nage Health And Welfare Trust 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.
Donations to this organization are not tax deductible.
Summary charts: organization finances over time
Revenue $14.5M (2024)
Expenses $12.3M (2024)
Total Assets $24.5M (2024)
Total Liabilities $3.18M (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
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $13,872,911 |
95.9%
|
| Investment Income | $588,689 |
4.1%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$46,568 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $50,352 |
0.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $143,629 |
1.2%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $264,004 |
2.1%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $24,544,350 | |
| Total Liabilities | $3,179,727 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $127,995 | $0 | $32,984 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
| Kimberly Howland Dailey (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on April 9, 2025Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2023
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $11,782,176 |
97.7%
|
| Investment Income | $369,667 |
3.1%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$156,698 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $59,505 |
0.5%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $125,495 |
1.1%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $210,192 |
1.9%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $21,514,166 | |
| Total Liabilities | $2,690,878 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $120,819 | $0 | $31,189 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
| Kimberly Howland Dailey (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Jan. 16, 2024Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2022
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $11,765,834 |
95.9%
|
| Investment Income | $203,094 |
1.7%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $148,243 |
1.2%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $147,517 |
1.2%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $129,283 |
1.2%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $229,377 |
2.2%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $20,484,486 | |
| Total Liabilities | $2,488,735 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $123,485 | $0 | $27,178 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
| Lashawnnya Thomas (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on March 3, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2021
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $11,418,467 |
93.3%
|
| Investment Income | $217,454 |
1.8%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $554,129 |
4.5%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $48,038 |
0.4%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $116,726 |
1.1%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $20,428,075 | |
| Total Liabilities | $2,719,373 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $116,726 | $0 | $25,699 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
| Lashawnnya Thomas (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 11, 2022Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2020
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $11,344,299 |
93.2%
|
| Investment Income | $305,825 |
2.5%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $463,091 |
3.8%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $56,359 |
0.5%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $114,897 |
1.2%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $16,370,991 | |
| Total Liabilities | $1,513,213 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $114,897 | $0 | $25,283 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
| Lashawnnya Thomas (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Jan. 29, 2021Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2019
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $11,257,646 |
92.3%
|
| Investment Income | $319,723 |
2.6%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $563,156 |
4.6%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $56,943 |
0.5%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $112,399 |
1.0%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $15,127,781 | |
| Total Liabilities | $2,431,829 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $112,399 | $0 | $20,605 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
| Lashawnnya Thomas (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 10, 2020Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2018
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $11,755,958 |
96.0%
|
| Investment Income | $297,824 |
2.4%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $124,682 |
1.0%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $62,958 |
0.5%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $111,226 |
1.0%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $15,167,225 | |
| Total Liabilities | $2,455,990 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $111,226 | $0 | $23,837 |
| Anthony Ferolito (Union Trustee) | $0 | $0 | $0 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Oct. 12, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2017
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $11,038,340 |
93.8%
|
| Investment Income | $253,897 |
2.2%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $414,535 |
3.5%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $61,338 |
0.5%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $109,595 |
1.1%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $241,260 |
2.4%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $14,278,171 | |
| Total Liabilities | $2,292,469 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $109,595 | $0 | $0 |
| Anthony Ferolito (Union Trustee) | $0 | $0 | $0 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Oct. 20, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2016
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $10,520,910 |
95.6%
|
| Investment Income | $238,917 |
2.2%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $192,935 |
1.8%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $54,666 |
0.5%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $106,723 |
1.0%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $226,832 |
2.0%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $13,572,670 | |
| Total Liabilities | $3,217,740 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $106,723 | $0 | $0 |
| Anthony Ferolito (Union Trustee) | $0 | $0 | $0 |
| Sue Turner (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Oct. 17, 2016Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2015
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $10,795,660 |
95.0%
|
| Investment Income | $219,774 |
1.9%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $302,717 |
2.7%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $49,935 |
0.4%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $103,675 |
0.9%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $195,941 |
1.7%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $14,075,731 | |
| Total Liabilities | $3,601,134 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Johanna Mcnally (Fund Administrator) | $103,675 | $0 | $0 |
| Roberta Kaplan (Co Chairman/Union Trustee) | $0 | $0 | $0 |
| Anthony Ferolito (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 15, 2016Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2013
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $9,802,834 |
91.8%
|
| Investment Income | $212,685 |
2.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $39,171 |
0.4%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $625,462 |
5.9%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $109,577 |
1.1%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $224,099 |
2.3%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,369,976 | |
| Total Liabilities | $2,870,688 |
Document Links
990
Filed on July 30, 2014Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2012
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $9,692,004 |
99.1%
|
| Investment Income | $207,873 |
2.1%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$127,918 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $10,515 |
0.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $97,280 |
1.1%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $200,290 |
2.3%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $11,220,263 | |
| Total Liabilities | $2,496,619 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2011
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $8,880,914 |
96.8%
|
| Investment Income | $214,851 |
2.3%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $25,016 |
0.3%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $52,739 |
0.6%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $93,030 |
1.0%
|
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $218,456 |
2.4%
|
| Assets/Debt | ||
|---|---|---|
| Total Assets | $10,480,757 | |
| Total Liabilities | $2,762,237 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2009
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2008
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2007
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2006
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2005
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending May
2004
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
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