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American United Life Insurance Company Welfare Benefits Trust

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 / Insurance Providers, Services (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$38M (2023)

Expenses
$37.2M (2023)

Total Assets
$6.51M (2023)

Total Liabilities
$4.54M (2023)

Source: Form 990 tax filings from 2010 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
$37,965,951
Expenses
$37,187,995
Net Income
$777,956
Net Assets
$1,969,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,965,951
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $6,510,810
Total Liabilities $4,541,303
Net Assets $1,969,507
Compensation
Key Employees and Officers Compensation Related Other
Andrew Michie (Trustee) $0 $0 $0
Chris Pohl (Trustee) $0 $0 $0
Karin W Sarratt (Trustee (End 3/23)) $0 $0 $0
Carolyn Estrada (Trustee (Began 3/23)) $0 $0 $0
Stephen Pearson (Trustee (Began 3/23)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,855,086
Expenses
$35,399,159
Net Income
-$1,544,073
Net Assets
$1,191,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,855,086
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $5,888,589
Total Liabilities $4,697,038
Net Assets $1,191,551
Compensation
Key Employees and Officers Compensation Related Other
Andrew Michie (Trustee) $0 $0 $0
Chris Pohl (Trustee) $0 $0 $0
Karin W Sarratt (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,962,029
Expenses
$31,160,399
Net Income
-$3,198,370
Net Assets
$2,735,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,962,029
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $8,410,756
Total Liabilities $5,675,132
Net Assets $2,735,624
Compensation
Key Employees and Officers Compensation Related Other
Andrew Michie (Trustee) $0 $0 $0
Chris Pohl (Trustee) $0 $0 $0
Karin W Sarratt (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,935,725
Expenses
$23,918,024
Net Income
$2,017,701
Net Assets
$5,933,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,935,725
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $7,753,208
Total Liabilities $1,819,214
Net Assets $5,933,994
Compensation
Key Employees and Officers Compensation Related Other
Andrew Michie (Trustee) $0 $0 $0
Chris Pohl (Trustee) $0 $0 $0
Karin W Sarratt (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,577,343
Expenses
$27,918,554
Net Income
$1,658,789
Net Assets
$3,916,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,577,343
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $6,322,920
Total Liabilities $2,406,627
Net Assets $3,916,293

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,430,366
Expenses
$26,046,195
Net Income
$3,384,171
Net Assets
$2,257,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,430,366
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $4,695,744
Total Liabilities $2,438,240
Net Assets $2,257,504

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,551,561
Expenses
$27,189,133
Net Income
$362,428
Net Assets
-$1,126,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,551,561
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $1,215,485
Total Liabilities $2,342,152
Net Assets -$1,126,667
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey D Holley (Trustee) $0 $0 $0
Deborah Routt (Trustee) $0 $0 $0
Mark C Roller (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,046,340
Expenses
$26,021,649
Net Income
-$975,309
Net Assets
-$1,489,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,046,340
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $1,698,360
Total Liabilities $3,187,455
Net Assets -$1,489,095

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,911,614
Expenses
$21,111,443
Net Income
-$1,199,829
Net Assets
-$513,785
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,911,488
100.0%
Investment Income $126
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $1,235,229
Total Liabilities $1,749,014
Net Assets -$513,785

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,361,152
Expenses
$17,846,661
Net Income
-$1,485,509
Net Assets
$686,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,360,598
100.0%
Investment Income $554
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $2,422,064
Total Liabilities $1,736,021
Net Assets $686,043

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,573,213
Expenses
$16,128,359
Net Income
$444,854
Net Assets
$2,171,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,572,104
100.0%
Investment Income $1,109
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $3,045,672
Total Liabilities $874,120
Net Assets $2,171,552

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,949,609
Expenses
$16,575,210
Net Income
$374,399
Net Assets
$1,726,697
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,949,609
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $3,027,677
Total Liabilities $1,300,980
Net Assets $1,726,697

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,960,257
Expenses
$17,865,528
Net Income
$94,729
Net Assets
$1,352,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,960,071
100.0%
Investment Income $186
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $2,534,367
Total Liabilities $1,182,069
Net Assets $1,352,298

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,892,583
Expenses
$15,558,720
Net Income
$1,333,863
Net Assets
$1,257,568
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,892,345
100.0%
Investment Income $238
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $2,478,383
Total Liabilities $1,220,815
Net Assets $1,257,568

Document Links

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

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

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

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  • 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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