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Uaw Retirees Of The Dana Corporation Health And Welfare Tru

Heather Carman
  • Troy, MI
  • Tax-exempt since June 2009
  • EIN: 26-1851652

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
$17.7M (2023)

Expenses
$17.6M (2023)

Total Assets
$368M (2023)

Total Liabilities
$2.18M (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
$17,681,898
Expenses
$17,584,031
Net Income
$97,867
Net Assets
$366,242,433
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,506,200
8.5%
Investment Income $15,739,900
89.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $435,798
2.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $204,216
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $368,425,763
Total Liabilities $2,183,330
Net Assets $366,242,433
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Institutional Trustee) $38,844 $0 $0
Suzanne Daniels (Committee Chair) $27,457 $79,849 $0
Anthony Feyers (Committee Member) $25,348 $0 $0
Gary Petroni (Committee Member) $25,248 $84,378 $0
Francine Parker (Committee Member) $25,248 $72,809 $0
Jack Martin (Committee Member) $25,248 $55,959 $0
Richard Issacson (Committee Member) $25,248 $29,677 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 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
-$9,597,183
Expenses
$18,482,547
Net Income
-$28,079,730
Net Assets
$358,033,264
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,560,000
Investment Income $14,394,553
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$25,551,736
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $142,696
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $360,666,266
Total Liabilities $2,633,002
Net Assets $358,033,264
Compensation
Key Employees and Officers Compensation Related Other
Suzanne Daniels (Committee Chair) $29,430 $82,650 $0
Comerica Bank (Institutional Trustee) $25,845 $0 $0
Gary Petroni (Committee Member) $24,360 $87,000 $0
Francine Parker (Committee Member) $24,360 $76,000 $0
Jack Martin (Committee Member) $24,360 $57,000 $0
Richard Issacson (Committee Member) $24,360 $31,000 $0
Anthony Feyers (Committee Member) $15,563 $0 $0
George Hardy (Committee Member) $0 $0 $0
Richard Lein (Committee Member Part Year) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 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
$16,022,619
Expenses
$15,226,021
Net Income
$796,598
Net Assets
$421,596,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,234,951
13.9%
Investment Income $10,118,910
63.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,668,758
22.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $151,230
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $425,750,969
Total Liabilities $4,153,991
Net Assets $421,596,978
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Institutional Trustee) $52,943 $0 $0
Suzanne Daniels (Committee Chair) $29,430 $82,650 $0
Jack Martin (Committee Member) $24,360 $57,000 $0
Gary Petroni (Committee Member) $24,360 $87,000 $0
Francine Parker (Committee Member) $24,360 $76,000 $0
Richard Lein (Committee Member) $24,360 $0 $0
Richard Issacson (Committee Member) $24,360 $31,000 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 4, 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
$23,254,215
Expenses
$17,060,467
Net Income
$6,193,748
Net Assets
$422,476,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,154,835
17.9%
Investment Income $11,258,106
48.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,841,274
33.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $151,230
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $423,871,301
Total Liabilities $1,395,212
Net Assets $422,476,089
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Institutional Trustee) $53,193 $0 $0
Suzanne Daniels (Committee Chair) $29,430 $82,650 $0
Jack Martin (Committee Member) $24,360 $57,000 $0
Gary Petroni (Committee Member) $24,360 $87,000 $0
Francine Parker (Committee Member) $24,360 $76,000 $0
Richard Lein (Committee Member) $24,360 $0 $0
Richard Issacson (Committee Member) $24,360 $31,000 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 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
$28,446,094
Expenses
$25,594,630
Net Income
$2,851,464
Net Assets
$390,568,447
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,844,457
17.0%
Investment Income $12,200,748
42.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,400,889
40.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $200,966
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $392,612,544
Total Liabilities $2,044,097
Net Assets $390,568,447
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Trustee) $49,736 $0 $0
Suzanne Daniels Phd (Committee Chair) $29,430 $82,650 $0
Jack Martin (Committee Member) $24,360 $57,000 $0
Gary Petroni (Committee Member) $24,360 $87,000 $0
Francine Parker (Committee Member) $24,360 $70,750 $0
Richard Lein (Committee Member) $24,360 $0 $0
Richard Isaacson (Committee Member) $24,360 $31,000 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 14, 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
$31,267,715
Expenses
$28,014,171
Net Income
$3,253,544
Net Assets
$367,463,676
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,970,928
35.1%
Investment Income $12,453,683
39.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,843,104
25.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $190,253
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $369,364,440
Total Liabilities $1,900,764
Net Assets $367,463,676
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Trustee) $41,053 $0 $0
Suzanne Daniels Phd (Committee Chair) $29,430 $82,650 $0
Jack Martin (Committee Member) $24,360 $57,000 $0
Gary Petroni (Committee Member) $24,360 $87,000 $0
Richard Lein (Committee Member) $24,360 $0 $0
Francine Parker (Committee Member) $22,330 $71,000 $0
Joseph Stackpoole (Committee Member) $18,270 $14,250 $0
Richard Isaacson (Committee Member) $6,090 $0 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 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
$26,628,921
Expenses
$29,487,454
Net Income
-$2,858,533
Net Assets
$395,043,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,571,215
39.7%
Investment Income $11,160,988
41.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,896,718
18.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $179,525
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $395,834,642
Total Liabilities $791,495
Net Assets $395,043,147
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Trustee) $42,489 $0 $0
Suzanne Daniels Phd (Committee Chair) $27,400 $82,400 $0
Joseph Stackpoole (Committee Member) $22,346 $23,346 $0
Jack Martin (Committee Member) $22,330 $56,500 $0
Gary Petroni (Committee Member) $22,330 $92,250 $0
Richard Lein (Committee Member) $22,330 $0 $0
Francine Parker (Committee Member) $20,300 $76,000 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

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990
Filed on Nov. 14, 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
$25,142,568
Expenses
$31,556,928
Net Income
-$6,414,360
Net Assets
$377,923,075
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,700,394
42.6%
Investment Income $11,896,391
47.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,545,783
10.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $169,426
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $378,798,429
Total Liabilities $875,354
Net Assets $377,923,075
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Trustee) $42,556 $0 $0
Suzanne Daniels Phd (Committee Chair) $29,430 $68,150 $0
Jack Martin (Committee Member) $24,360 $57,000 $0
Gary Petroni (Committee Member) $24,360 $74,250 $0
Richard Lein (Committee Member) $24,360 $0 $0
Francine Parker (Committee Member) $18,270 $52,500 $0
Joseph Stackpoole (Committee Member) $6,090 $0 $0
George Hardy (Committee Member) $0 $0 $0
David Burtch (Committee Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 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
$29,680,149
Expenses
$30,934,006
Net Income
-$1,253,857
Net Assets
$370,120,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,437,066
35.2%
Investment Income $13,114,492
44.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,128,591
20.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $175,946
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $371,919,920
Total Liabilities $1,799,629
Net Assets $370,120,291
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Trustee) $44,682 $108,048 $0
Suzanne Daniels Phd (Committee Chair) $29,430 $74,987 $0
Jack Martin (Committee Member) $26,390 $64,500 $0
Richard Lein (Committee Member) $26,390 $0 $0
Gary Petroni (Committee Member) $24,360 $67,163 $0
Francine Parker (Committee Member) $24,360 $57,250 $0
David Burtch (Committee Member) $0 $0 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

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
$39,185,574
Expenses
$30,082,849
Net Income
$9,102,725
Net Assets
$394,931,675
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,332,009
31.5%
Investment Income $13,451,913
34.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,401,652
34.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $187,812
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $395,990,482
Total Liabilities $1,058,807
Net Assets $394,931,675
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Trustee) $62,972 $41,439 $0
Suzanne Daniels Phd (Committee Chair) $29,430 $41,250 $0
Gary Petroni (Committee Member) $24,360 $34,000 $0
Francine Parker (Committee Member) $24,360 $31,750 $0
Richard Lein (Committee Member) $24,360 $0 $0
Jack Martin (Committee Member) $22,330 $33,500 $0
David Burtch (Committee Member) $0 $0 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

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990
Filed on Nov. 13, 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
$31,711,685
Expenses
$28,872,231
Net Income
$2,839,454
Net Assets
$381,306,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,291,458
29.3%
Investment Income $13,579,052
42.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,841,175
27.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $188,679
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $382,992,290
Total Liabilities $1,685,941
Net Assets $381,306,349
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Trustee) $61,809 $48,254 $0
Suzanne Daniels Phd (Committee Chair) $29,430 $51,500 $0
Jack Martin (Committee Member) $24,360 $40,750 $0
Gary Petroni (Committee Member) $24,360 $40,750 $0
Francine Parker (Committee Member) $24,360 $40,750 $0
Richard Lein (Committee Member) $24,360 $0 $0
David Burtch (Committee Member) $0 $0 $0
George Hardy (Committee Member) $0 $0 $0
+ View more people

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990
Filed on Nov. 14, 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
$32,753,816
Expenses
$33,443,422
Net Income
-$689,606
Net Assets
$378,063,796
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,706,948
35.7%
Investment Income $13,631,929
41.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,394,939
22.6%
Net Inventory Sales $0
Other Revenue $20,000
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $195,159
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $382,117,101
Total Liabilities $4,053,305
Net Assets $378,063,796

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
$33,618,079
Expenses
$35,794,878
Net Income
-$2,176,799
Net Assets
$372,623,227
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,113,765
42.0%
Investment Income $12,845,989
38.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,656,031
19.8%
Net Inventory Sales $0
Other Revenue $2,294
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $196,874
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $373,554,647
Total Liabilities $931,420
Net Assets $372,623,227

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

About This Data

What Is 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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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