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Dana Non Union Retiree Veba Trust

Jon Cohen Ttee
  • Chicago, IL
  • Tax-exempt since Sept. 2008
  • EIN: 20-7392576

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
$2.81M (2023)

Expenses
$6.12M (2023)

Total Assets
$42M (2023)

Total Liabilities
$1.28M (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,809,195
Expenses
$6,122,046
Net Income
-$3,312,851
Net Assets
$40,688,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,282,580
45.7%
Investment Income $1,158,128
41.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $368,487
13.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,000
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,967,957
Total Liabilities $1,279,868
Net Assets $40,688,089
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $12,000 $0 $0
John Black (Trustee) $8,000 $0 $0
Timothy Zorn (Trustee (Eff. 04/2023)) $4,000 $0 $0
Thomas Schlemmer (Trustee (Thru 04/2023)) $2,000 $0 $0
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Document Links

990
Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,974,430
Expenses
$6,069,584
Net Income
-$2,095,154
Net Assets
$40,120,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,563,716
39.3%
Investment Income $1,001,867
25.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,408,847
35.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $28,000
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,166,043
Total Liabilities $1,045,445
Net Assets $40,120,598
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $12,000 $0 $0
John Black (Trustee) $8,000 $0 $0
Thomas Schlemmer (Trustee) $8,000 $0 $0

Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,743,995
Expenses
$6,803,496
Net Income
-$1,059,501
Net Assets
$51,850,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,953,614
34.0%
Investment Income $981,594
17.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,808,787
48.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $28,000
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $53,031,597
Total Liabilities $1,180,995
Net Assets $51,850,602
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $12,000 $0 $0
John Black (Trustee) $8,000 $0 $0
Thomas Schlemmer (Trustee) $8,000 $0 $0

Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,315,111
Expenses
$6,326,706
Net Income
-$2,011,595
Net Assets
$52,235,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,924,300
44.6%
Investment Income $1,011,878
23.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,378,933
32.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $28,000
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,926,833
Total Liabilities $691,133
Net Assets $52,235,700
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $12,000 $0 $0
John Black (Trustee) $8,000 $0 $0
Thomas Schlemmer (Trustee) $8,000 $0 $0

Document Links

990
Filed on Oct. 18, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,361,515
Expenses
$6,913,463
Net Income
-$2,551,948
Net Assets
$51,427,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,088,971
47.9%
Investment Income $1,349,870
30.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $922,674
21.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $28,000
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,485,977
Total Liabilities $1,058,629
Net Assets $51,427,348
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $12,000 $0 $0
John Black (Trustee) $8,000 $0 $0
Thomas Schlemmer (Trustee) $8,000 $0 $0

Document Links

990
Filed on Oct. 30, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,417,253
Expenses
$6,695,039
Net Income
-$277,786
Net Assets
$48,162,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,221,843
34.6%
Investment Income $1,368,145
21.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,827,265
44.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $28,000
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $49,408,955
Total Liabilities $1,246,666
Net Assets $48,162,289
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $12,000 $0 $0
John Black (Trustee) $8,000 $0 $0
Thomas Schlemmer (Trustee) $8,000 $0 $0

Document Links

990
Filed on Nov. 5, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,184,752
Expenses
$8,012,481
Net Income
-$1,827,729
Net Assets
$55,150,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,270,040
52.9%
Investment Income $1,270,982
20.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,643,730
26.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,000
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $57,042,802
Total Liabilities $1,892,707
Net Assets $55,150,095
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $12,000 $0 $0
John Black (Trustee) $8,000 $0 $0
Thomas Schlemmer (Trustee) $8,000 $0 $0
Edward Balcar (Trustee) $4,000 $0 $0
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Document Links

990
Filed on Nov. 7, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,311,520
Expenses
$8,832,656
Net Income
-$3,521,136
Net Assets
$52,783,988
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,518,101
66.2%
Investment Income $1,305,900
24.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $472,519
8.9%
Net Inventory Sales $0
Other Revenue $15,000
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $33,200
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,285,540
Total Liabilities $1,501,552
Net Assets $52,783,988
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $10,700 $0 $0
Edward Balcar (Trustee) $7,500 $0 $0
John Black (Trustee) $7,500 $0 $0
Thomas Schlemmer (Trustee) $7,500 $0 $0
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Document Links

990
Filed on Nov. 9, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,603,984
Expenses
$8,672,044
Net Income
-$2,068,060
Net Assets
$54,929,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,620,882
54.8%
Investment Income $1,450,922
22.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,532,180
23.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $43,250
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,254,973
Total Liabilities $1,325,960
Net Assets $54,929,013
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $11,750 $0 $0
Edward Balcar (Trustee) $8,750 $0 $0
John Black (Trustee) $8,750 $0 $0
Thomas Schlemmer (Trustee) $8,750 $0 $0
Michael R Carrigan (Trustee) $5,250 $0 $0
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Document Links

990
Filed on Nov. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,164,719
Expenses
$8,719,707
Net Income
-$1,554,988
Net Assets
$60,295,819
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,506,643
48.9%
Investment Income $1,662,609
23.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,995,467
27.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $37,400
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,511,959
Total Liabilities $1,216,140
Net Assets $60,295,819
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $9,400 $0 $0
Edward Balcar (Trustee) $7,000 $0 $0
John Black (Trustee) $7,000 $0 $0
Michael R Carrigan (Trustee) $7,000 $0 $0
Thomas Schlemmer (Trustee) $7,000 $0 $0
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Document Links

990
Filed on Nov. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,194,147
Expenses
$8,828,355
Net Income
$365,792
Net Assets
$62,948,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,191,668
45.6%
Investment Income $1,535,299
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,892,180
31.5%
Net Inventory Sales $0
Other Revenue $575,000
6.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $31,900
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $64,108,639
Total Liabilities $1,159,852
Net Assets $62,948,787
Compensation
Key Employees and Officers Compensation Related Other
Donna R Doyle (Chairperson) $7,900 $0 $0
Edward Balcar (Trustee) $6,000 $0 $0
John Black (Trustee) $6,000 $0 $0
Michael R Carrigan (Trustee) $6,000 $0 $0
Thomas Schlemmer (Trustee) $6,000 $0 $0
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Document Links

990
Filed on Nov. 7, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,982,315
Expenses
$9,123,591
Net Income
-$2,141,276
Net Assets
$59,883,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,507,473
64.6%
Investment Income $1,703,079
24.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $771,763
11.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $27,400
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,033,180
Total Liabilities $1,150,137
Net Assets $59,883,043

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,854,623
Expenses
$10,877,332
Net Income
-$3,022,709
Net Assets
$57,964,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,547,177
70.6%
Investment Income $1,885,767
24.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $421,679
5.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,900
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $59,309,324
Total Liabilities $1,345,084
Net Assets $57,964,240

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
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

PDF

Fiscal Year Ending Dec.
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

PDF

Fiscal Year Ending Dec.
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

PDF

Fiscal Year Ending Dec.
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

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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