Peco Energy Company Retiree Medical Trust

Chicago, IL
Tax-exempt since Oct. 1996
EIN: 25-1755733

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$27.4M (2022)

Expenses

$39.8M (2022)

Total Assets

$185M (2022)

Total Liabilities

$1.84M (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Revenue

$27,416,640

Expenses

$39,845,120

Net Income

-$12,428,480

Net Assets

$182,696,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,534,683	27.5%
Investment Income	$3,994,719	14.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$15,887,238	57.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$38,151	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$184,537,420
Total Liabilities	$1,840,638
Net Assets	$182,696,782

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$38,151	$0	$0

990

Filed on Nov. 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$76,343,583

Expenses

$57,738,465

Net Income

$18,605,118

Net Assets

$436,646,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,729,776	10.1%
Investment Income	$6,486,657	8.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$62,127,150	81.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$89,993	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$441,038,307
Total Liabilities	$4,391,521
Net Assets	$436,646,786

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$89,993	$0	$0

990

Filed on Nov. 14, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$32,025,752

Expenses

$46,570,987

Net Income

-$14,545,235

Net Assets

$458,178,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,525,261	17.3%
Investment Income	$7,453,474	23.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,047,017	59.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$119,738	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$460,707,267
Total Liabilities	$2,528,515
Net Assets	$458,178,752

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$119,738	$0	$0

990

Filed on Nov. 15, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$23,396,872

Expenses

$48,988,831

Net Income

-$25,591,959

Net Assets

$466,273,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,763,502	33.2%
Investment Income	$9,162,890	39.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,470,480	27.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$91,203	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$469,629,266
Total Liabilities	$3,355,574
Net Assets	$466,273,692

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$91,203	$0	$0

990

Filed on Nov. 16, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$42,748,157

Expenses

$50,690,419

Net Income

-$7,942,262

Net Assets

$444,459,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,288,564	12.4%
Investment Income	$9,827,620	23.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$27,631,973	64.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$110,082	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$451,448,045
Total Liabilities	$6,988,476
Net Assets	$444,459,569

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$110,082	$0	$0

990

Filed on Nov. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$52,954,089

Expenses

$56,385,635

Net Income

-$3,431,546

Net Assets

$520,735,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,307,077	10.0%
Investment Income	$10,027,781	18.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$37,619,231	71.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$121,473	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$527,486,255
Total Liabilities	$6,750,650
Net Assets	$520,735,605

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$121,473	$0	$0

990

Filed on Nov. 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$35,966,551

Expenses

$59,095,785

Net Income

-$23,129,234

Net Assets

$511,439,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,601,335	15.6%
Investment Income	$10,671,823	29.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,693,393	54.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$499,673	0.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$515,947,634
Total Liabilities	$4,508,298
Net Assets	$511,439,336

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$499,673	$0	$0

990

Filed on Nov. 15, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$48,255,101

Expenses

$43,574,292

Net Income

$4,680,809

Net Assets

$542,365,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,492,116	11.4%
Investment Income	$10,924,760	22.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$31,838,225	66.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$269,880	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$546,766,981
Total Liabilities	$4,401,006
Net Assets	$542,365,975

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$269,880	$0	$0

990

Filed on Nov. 15, 2016

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

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$55,370,853

Expenses

$35,625,486

Net Income

$19,745,367

Net Assets

$591,722,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$13,907,981	25.1%
Investment Income	$12,165,115	22.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$29,297,757	52.9%
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	$593,583,587
Total Liabilities	$1,861,259
Net Assets	$591,722,328

990

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$85,301,595

Expenses

$24,846,116

Net Income

$60,455,479

Net Assets

$624,102,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$47,053,473	55.2%
Investment Income	$9,383,195	11.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$28,864,927	33.8%
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	$626,788,609
Total Liabilities	$2,686,552
Net Assets	$624,102,057

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Institutional Trustee)	$41,463	$0	$0

990

Filed on Nov. 17, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$83,690,553

Expenses

$28,751,204

Net Income

$54,939,349

Net Assets

$568,516,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$76,769,905	91.7%
Investment Income	$7,414,755	8.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$494,107
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$32,936	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$583,648,867
Total Liabilities	$15,132,429
Net Assets	$568,516,438

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$86,858,583

Expenses

$54,987,009

Net Income

$31,871,574

Net Assets

$493,474,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$70,878,156	81.6%
Investment Income	$7,722,885	8.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$8,257,542	9.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$40,223	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$494,212,679
Total Liabilities	$737,869
Net Assets	$493,474,810

990

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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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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.

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Updated December 2, 2024

Peco Energy Company Retiree Medical Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $27.4M (2022)

Expenses $39.8M (2022)

Total Assets $185M (2022)

Total Liabilities $1.84M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Revenue

$27.4M (2022)

Expenses

$39.8M (2022)

Total Assets

$185M (2022)

Total Liabilities

$1.84M (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004