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Ufcw Health & Welfare Fund Of Nepa

  • Plymouth Mtng, PA
  • Tax-exempt since Dec. 1964
  • EIN: 23-7428852

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
$24.1M (2023)

Expenses
$21.1M (2023)

Total Assets
$16M (2023)

Total Liabilities
$2.14M (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 March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,099,342
Expenses
$21,053,109
Net Income
$3,046,233
Net Assets
$13,906,673
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,936,392
99.3%
Investment Income $142,626
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$29,676
Net Inventory Sales $0
Other Revenue $50,000
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,188
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,046,706
Total Liabilities $2,140,033
Net Assets $13,906,673
Compensation
Key Employees and Officers Compensation Related Other
Mary Jost (Employer Trustee) $5,188 $0 $0
Michele Kessler (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Robert Spires (Employer Trustee) $0 $0 $0
Chris Snyder (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 25, 2024

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

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,230,910
Expenses
$13,299,665
Net Income
$2,931,245
Net Assets
$11,025,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,993,205
98.5%
Investment Income $48,347
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $189,358
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,831
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,813,270
Total Liabilities $788,130
Net Assets $11,025,140
Compensation
Key Employees and Officers Compensation Related Other
Mary Jost (Employer Trustee) $3,831 $0 $0
Michele Kessler (Union Trustee) $0 $0 $0
Chris Snyder (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Robert Spires (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 1, 2023

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

View Filing
XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,590,047
Expenses
$16,478,147
Net Income
$1,111,900
Net Assets
$8,156,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,535,990
99.7%
Investment Income $54,939
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,253
Net Inventory Sales $0
Other Revenue $371
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,763,793
Total Liabilities $1,607,513
Net Assets $8,156,280
Compensation
Key Employees and Officers Compensation Related Other
Michele Kessler (Union Trustee) $0 $0 $0
Chris Snyder (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Mary Jost (Employer Trustee) $0 $0 $0
Robert Spires (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 17, 2022

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

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,510,931
Expenses
$17,845,140
Net Income
-$334,209
Net Assets
$6,664,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,413,057
99.4%
Investment Income $90,021
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$28,780
Net Inventory Sales $0
Other Revenue $36,633
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,075,253
Total Liabilities $1,411,142
Net Assets $6,664,111
Compensation
Key Employees and Officers Compensation Related Other
Michele Kessler (Union Trustee) $0 $0 $0
Chris Snyder (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Mary Jost (Employer Trustee) $0 $0 $0
Michael Smith (Employer Trustee) $0 $0 $0
Robert Spires (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 11, 2021

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

View Filing
XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,069,225
Expenses
$16,487,236
Net Income
$581,989
Net Assets
$7,039,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,972,197
99.4%
Investment Income $103,847
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,932
Net Inventory Sales $0
Other Revenue $113
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,492,432
Total Liabilities $1,453,352
Net Assets $7,039,080
Compensation
Key Employees and Officers Compensation Related Other
Michele Kessler (Union Trustee) $0 $0 $0
Linda Bello (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Mary Jost (Employer Trustee) $0 $0 $0
Michael Smith (Employer Trustee) $0 $0 $0
Robert Spires (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 15, 2020

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

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,825,591
Expenses
$15,671,778
Net Income
$2,153,813
Net Assets
$6,402,568
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,746,023
99.6%
Investment Income $40,068
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,598
0.1%
Net Inventory Sales $0
Other Revenue $26,902
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,622,056
Total Liabilities $1,219,488
Net Assets $6,402,568
Compensation
Key Employees and Officers Compensation Related Other
Michele Kessler (Union Trustee) $0 $0 $0
John Werkheiser (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Mary Jost (Employer Trustee) $0 $0 $0
Michael Smith (Employer Trustee) $0 $0 $0
H Edward Travers (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 16, 2019

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

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,244,106
Expenses
$16,411,647
Net Income
$1,832,459
Net Assets
$4,225,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,180,080
99.6%
Investment Income $35,175
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,653
0.1%
Net Inventory Sales $0
Other Revenue $6,198
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,248,869
Total Liabilities $2,023,832
Net Assets $4,225,037
Compensation
Key Employees and Officers Compensation Related Other
Michele Kessler (Union Trustee) $0 $0 $0
John Werkheiser (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Mary Jost (Employer Trustee) $0 $0 $0
Michael Smith (Employer Trustee) $0 $0 $0
H Edward Travers (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 12, 2018

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

View Filing
XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,045,525
Expenses
$17,315,584
Net Income
-$2,270,059
Net Assets
$2,370,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,020,288
99.8%
Investment Income $40,707
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$31,649
Net Inventory Sales $0
Other Revenue $16,179
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,202,612
Total Liabilities $1,832,315
Net Assets $2,370,297
Compensation
Key Employees and Officers Compensation Related Other
Michele Kessler (Union Trustee) $0 $0 $0
John Werkheiser (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Mary Jost (Employer Trustee) $0 $0 $0
Michael Smith (Employer Trustee) $0 $0 $0
H Edward Travers (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 2, 2017

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

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,483,558
Expenses
$16,381,167
Net Income
-$1,897,609
Net Assets
$4,623,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,448,486
99.8%
Investment Income $43,630
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,558
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 $6,164,002
Total Liabilities $1,540,112
Net Assets $4,623,890
Compensation
Key Employees and Officers Compensation Related Other
Michele Kessler (Union Trustee) $0 $0 $0
John Werkheiser (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Mary Jost (Employer Trustee) $0 $0 $0
Michael Smith (Employer Trustee) $0 $0 $0
H Edward Travers (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 28, 2016

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

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,960,106
Expenses
$12,965,194
Net Income
$994,912
Net Assets
$6,428,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,925,529
99.8%
Investment Income $30,186
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,391
0.0%
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 $8,649,164
Total Liabilities $2,220,890
Net Assets $6,428,274
Compensation
Key Employees and Officers Compensation Related Other
Michele Kessler (Union Trustee) $0 $0 $0
John Werkheiser (Union Trustee) $0 $0 $0
Wendell W Young Iv (Union Trustee) $0 $0 $0
Mary Jost (Employer Trustee) $0 $0 $0
Michael Smith (Employer Trustee) $0 $0 $0
H Edward Travers (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 15, 2015

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

View Filing
PDF XML

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,855,385
Expenses
$10,352,739
Net Income
$502,646
Net Assets
$4,740,944
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,819,273
99.7%
Investment Income $29,653
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,459
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,008,125
Total Liabilities $1,267,181
Net Assets $4,740,944

Document Links

990
Filed on Jan. 9, 2014

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

View Filing
PDF XML

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,304,818
Expenses
$10,526,791
Net Income
-$221,973
Net Assets
$4,279,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,253,748
99.5%
Investment Income $32,778
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,292
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,783,787
Total Liabilities $1,504,630
Net Assets $4,279,157

Document Links

990

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

PDF

Fiscal Year Ending March
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,066,073
Expenses
$10,074,508
Net Income
-$8,435
Net Assets
$4,401,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,038,447
99.7%
Investment Income $23,708
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,918
0.0%
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 $5,474,405
Total Liabilities $1,073,254
Net Assets $4,401,151

Document Links

990

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

PDF

Fiscal Year Ending March
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 March
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.
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 March
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.
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

PDF

Fiscal Year Ending March
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

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.

Updated