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Trinity Health Welfare Benefit Tr

Paul Swanson Ttee
  • Livonia, MI
  • Tax-exempt since Nov. 2007
  • EIN: 20-8151733

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
$1.77M (2023)

Expenses
$4.49M (2023)

Total Assets
$163M (2023)

Total Liabilities
$5.57k (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
$1,772,675
Expenses
$4,490,154
Net Income
-$2,717,479
Net Assets
$162,857,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $499,934
28.2%
Investment Income $362,815
20.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $909,926
51.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,112
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $162,863,347
Total Liabilities $5,568
Net Assets $162,857,779
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $2,112

Document Links

990
Filed on May 13, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$369,614
Expenses
$982,832
Net Income
-$613,218
Net Assets
$141,934,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,635
3.1%
Investment Income $266,120
72.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $91,859
24.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,078
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $141,937,343
Total Liabilities $3,033
Net Assets $141,934,310
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $2,078

Document Links

990
Filed on May 15, 2023

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$612,937
Expenses
$1,145,100
Net Income
-$532,163
Net Assets
$159,611,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,471
4.8%
Investment Income $308,110
50.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $275,356
44.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,338
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $159,613,058
Total Liabilities $1,274
Net Assets $159,611,784
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $1,338

Document Links

990
Filed on May 16, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,981,003
Expenses
$1,158,217
Net Income
$8,822,786
Net Assets
$118,384,977
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,654
0.6%
Investment Income $9,666,181
96.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $256,168
2.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,686
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $118,386,167
Total Liabilities $1,190
Net Assets $118,384,977
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $1,686

Document Links

990
Filed on May 17, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,483,537
Expenses
$1,282,250
Net Income
$7,201,287
Net Assets
$111,218,104
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,748
0.3%
Investment Income $8,467,852
99.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,063
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $884
0.1%
Assets/Debt
Total Assets $111,219,210
Total Liabilities $1,106
Net Assets $111,218,104
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $884

Document Links

990
Filed on July 15, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,549,955
Expenses
$1,319,575
Net Income
$9,230,380
Net Assets
$102,293,046
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,555
0.1%
Investment Income $9,985,455
94.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $554,945
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 $1,895
0.1%
Assets/Debt
Total Assets $102,295,268
Total Liabilities $2,222
Net Assets $102,293,046
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $1,895

Document Links

990
Filed on May 14, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,915,358
Expenses
$1,385,934
Net Income
$5,529,424
Net Assets
$92,478,530
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $165,969
2.4%
Investment Income $5,912,136
85.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $837,253
12.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,706
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,482,183
Total Liabilities $3,653
Net Assets $92,478,530
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $1,706

Document Links

990
Filed on May 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,232,226
Expenses
$1,421,118
Net Income
$3,811,108
Net Assets
$81,541,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,203
1.0%
Investment Income $5,161,811
98.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,212
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,625
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $81,553,169
Total Liabilities $11,951
Net Assets $81,541,218
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $1,625

Document Links

990
Filed on May 12, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,115,972
Expenses
$1,509,206
Net Income
$6,606,766
Net Assets
$79,624,138
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,202
0.7%
Investment Income $7,728,443
95.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $328,327
4.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $29,504
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $79,638,845
Total Liabilities $14,707
Net Assets $79,624,138
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $29,504

Document Links

990
Filed on May 13, 2016

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,692,051
Expenses
$1,453,947
Net Income
$5,238,104
Net Assets
$75,670,576
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,305
1.2%
Investment Income $5,485,956
82.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,127,790
16.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,264
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,169,697
Total Liabilities $499,121
Net Assets $75,670,576
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Sole Trustee) $0 $0 $26,264

Document Links

990
Filed on May 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,380,085
Expenses
$1,506,797
Net Income
$3,873,288
Net Assets
$64,076,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,240
1.5%
Investment Income $5,020,443
93.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $281,402
5.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,338
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $64,263,139
Total Liabilities $186,500
Net Assets $64,076,639

Document Links

990
Filed on July 2, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,962,060
Expenses
$1,856,928
Net Income
$3,105,132
Net Assets
$55,569,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $193,276
3.9%
Investment Income $4,676,708
94.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $92,076
1.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,999
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,799,306
Total Liabilities $230,120
Net Assets $55,569,186

Document Links

990

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,295,163
Expenses
$2,480,041
Net Income
$1,815,122
Net Assets
$54,057,945
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $238,770
5.6%
Investment Income $3,439,610
80.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $616,783
14.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,674
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,187,300
Total Liabilities $129,355
Net Assets $54,057,945

Document Links

990

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

PDF

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

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 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

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

Fiscal Year Ending Dec.
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

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.

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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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