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Connecticut Education Association Health And Welfare Benefits Tr

Organization summary

Type of Nonprofit

Designated as a Voluntary employees beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$893k (2023)

Expenses
$757k (2023)

Total Assets
$18M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$893,443
Expenses
$757,046
Net Income
$136,397
Net Assets
$18,003,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $700,429
78.4%
Investment Income $690,540
77.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$497,526
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,003,870
Total Liabilities $0
Net Assets $18,003,870
Compensation
Key Employees and Officers Compensation Related Other
Donald Williams (Trustee) $228,958 $0 $56,986
Kate Dias (Trustee) $124,902 $97,556 $35,817
Joslyn Delancey (Trustee) $100,722 $113,332 $0
Stephanie Wanzer (Trustee) $11,760 $0 $0
Tara Flaherty (Trustee) $4,900 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,678,286
Expenses
$686,549
Net Income
$1,991,737
Net Assets
$16,751,057
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $626,425
23.4%
Investment Income $745,550
27.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,306,311
48.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,787,762
Total Liabilities $36,705
Net Assets $16,751,057
Compensation
Key Employees and Officers Compensation Related Other
Kate Dias (Trustee) $0 $164,709 $0
Stephanie Wanzer (Trustee) $0 $11,760 $0
Joslyn Delancey (Trustee) $0 $158,643 $0
Donald Williams (Trustee) $0 $233,220 $75,974
David Jedidian (Trustee) $0 $11,760 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,950,181
Expenses
$805,233
Net Income
$1,144,948
Net Assets
$19,217,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,285,494
65.9%
Investment Income $0
Bond Proceeds $325,137
16.7%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $339,550
17.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,217,849
Total Liabilities $0
Net Assets $19,217,849
Compensation
Key Employees and Officers Compensation Related Other
Donald Williams (Trustee) $239,723 $0 $148,372
Jeffrey Leake (Trustee) $129,721 $103,665 $36,734
Thomas Nicholas (Trustee) $103,244 $94,575 $14,604
Stephanie Wanzer (Trustee) $11,760 $0 $0
David Jedidian (Trustee) $11,760 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,880,393
Expenses
$853,134
Net Income
$2,027,259
Net Assets
$15,516,424
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,323,212
45.9%
Investment Income $0
Bond Proceeds $394,360
13.7%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,162,821
40.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,516,424
Total Liabilities $0
Net Assets $15,516,424
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Leake (Trustee) $0 $220,103 $0
Stephanie Wanzer (Trustee) $0 $0 $11,760
Thomas Nicholas (Trustee) $0 $99,505 $0
Donald Williams (Trustee) $0 $221,072 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,743,627
Expenses
$875,327
Net Income
$868,300
Net Assets
$14,280,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,297,162
74.4%
Investment Income $353,727
20.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $92,738
5.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,280,733
Total Liabilities $0
Net Assets $14,280,733
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Leake (Trustee) $0 $201,976 $31,532
Stephanie Wanzer (Trustee) $0 $0 $11,760
Thomas Nicholas (Trustee) $0 $141,088 $12,505
Donald Williams (Trustee) $0 $209,862 $97,414

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,092,789
Expenses
$847,179
Net Income
$1,245,610
Net Assets
$13,279,763
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,275,546
60.9%
Investment Income $356,436
17.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $460,807
22.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,279,763
Total Liabilities $0
Net Assets $13,279,763
Compensation
Key Employees and Officers Compensation Related Other
Sheila Cohen (Trustee) $0 $202,688 $20,556
Jeffrey Leake (Trustee) $0 $174,372 $36,310
Stephanie Wanzer (Trustee) $0 $0 $11,940
Thomas Nicholas (Trustee) $0 $0 $11,940
Donald Williams (Trustee) $0 $194,188 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,637,499
Expenses
$793,495
Net Income
$844,004
Net Assets
$12,197,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,232,137
75.2%
Investment Income $251,876
15.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $153,486
9.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,197,942
Total Liabilities $0
Net Assets $12,197,942
Compensation
Key Employees and Officers Compensation Related Other
Sheila Cohen (Trustee) $0 $191,827 $22,847
Jeffrey Leake (Trustee) $0 $182,099 $31,545
Stephanie Wanzer (Trustee) $0 $0 $12,113
Thomas Nicholas (Trustee) $0 $0 $12,113
Mark Waxenberg (Trustee) $0 $194,058 $27,507

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$821,574
Expenses
$655,064
Net Income
$166,510
Net Assets
$10,572,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,102,897
> 100%
Investment Income $223,367
27.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$504,690
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,572,789
Total Liabilities $0
Net Assets $10,572,789
Compensation
Key Employees and Officers Compensation Related Other
Sheila Cohen (Trustee) $0 $158,932 $97,474
Jeffrey Leake (Trustee) $0 $163,745 $101,112
Patricia Jordon (Trustee) $0 $0 $11,760
Thomas Nicholas (Trustee) $0 $0 $11,760
Mark Waxenberg (Trustee) $0 $208,776 $95,456

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,075,093
Expenses
$93,792
Net Income
$981,301
Net Assets
$10,410,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $538,000
50.0%
Investment Income $251,205
23.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $285,888
26.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,410,150
Total Liabilities $0
Net Assets $10,410,150
Compensation
Key Employees and Officers Compensation Related Other
Sheila Cohen (Trustee) $0 $170,775 $97,474
Jeffrey Leake (Trustee) $0 $149,428 $101,112
Patricia Jordon (Trustee) $0 $11,760 $0
Thomas Nicholas (Trustee) $0 $11,760 $0
Mark Waxenberg (Trustee) $0 $226,086 $95,456

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$857,745
Expenses
$85,885
Net Income
$771,860
Net Assets
$9,989,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $538,000
62.7%
Investment Income $208,302
24.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $111,443
13.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,989,081
Total Liabilities $0
Net Assets $9,989,081
Compensation
Key Employees and Officers Compensation Related Other
Mark Waxenberg (Trustee) $0 $204,320 $81,774
Sheila Cohen (Trustee) $0 $167,589 $25,175
Jeffrey Leake (Trustee) $0 $149,710 $32,950
Patricia Jordon (Trustee) $0 $800 $0
Thomas Nicholas (Trustee) $0 $17,656 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,189,188
Expenses
$78,565
Net Income
$1,110,623
Net Assets
$8,493,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $538,000
45.2%
Investment Income $228,325
19.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $422,863
35.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,493,921
Total Liabilities $0
Net Assets $8,493,921

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,213,211
Expenses
$67,548
Net Income
$1,145,663
Net Assets
$7,520,810
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $928,000
76.5%
Investment Income $248,922
20.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $36,289
3.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,546,386
Total Liabilities $25,576
Net Assets $7,520,810

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,381,952
Expenses
$73,040
Net Income
$1,308,912
Net Assets
$6,678,034
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $816,000
59.0%
Investment Income $213,866
15.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $352,086
25.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,683,414
Total Liabilities $5,380
Net Assets $6,678,034

Document Links

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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