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American United Life Insurance Co Welfare Benefits Trust For Agents

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
$164k (2023)

Expenses
$282k (2023)

Total Assets
$71.9k (2023)

Total Liabilities
$3.6k (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
$163,508
Expenses
$282,399
Net Income
-$118,891
Net Assets
$68,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $163,508
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 $71,893
Total Liabilities $3,600
Net Assets $68,293
Compensation
Key Employees and Officers Compensation Related Other
Karin W Sarratt (Trustee (End 3/23)) $0 $0 $0
Chris Pohl (Trustee) $0 $0 $0
Andrew Michie (Trustee) $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
$177,435
Expenses
$296,040
Net Income
-$118,605
Net Assets
$187,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $177,435
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 $187,184
Total Liabilities $0
Net Assets $187,184
Compensation
Key Employees and Officers Compensation Related Other
Karin W Sarratt (Trustee) $0 $0 $0
Chris Pohl (Trustee) $0 $0 $0
Andrew Michie (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,790
Expenses
$328,629
Net Income
-$126,839
Net Assets
$305,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $201,790
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 $305,789
Total Liabilities $0
Net Assets $305,789
Compensation
Key Employees and Officers Compensation Related Other
Karin W Sarratt (Trustee) $0 $0 $0
Chris Pohl (Trustee) $0 $0 $0
Andrew Michie (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$224,957
Expenses
$365,389
Net Income
-$140,432
Net Assets
$432,628
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $223,587
99.4%
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 $1,370
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $432,628
Total Liabilities $0
Net Assets $432,628
Compensation
Key Employees and Officers Compensation Related Other
Karin W Sarratt (Trustee) $0 $0 $0
Chris Pohl (Trustee) $0 $0 $0
Andrew Michie (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,758,244
Expenses
$1,669,401
Net Income
$88,843
Net Assets
$573,060
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,758,244
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 $573,095
Total Liabilities $35
Net Assets $573,060

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,102,524
Expenses
$4,609,338
Net Income
$493,186
Net Assets
$484,217
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,102,524
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 $938,205
Total Liabilities $453,988
Net Assets $484,217

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,311,064
Expenses
$5,010,157
Net Income
-$699,093
Net Assets
-$8,969
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,311,064
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 $860,825
Total Liabilities $869,794
Net Assets -$8,969
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
$3,883,075
Expenses
$3,983,305
Net Income
-$100,230
Net Assets
$690,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,883,075
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 $1,159,804
Total Liabilities $469,680
Net Assets $690,124

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,110,731
Expenses
$3,506,127
Net Income
-$395,396
Net Assets
$790,354
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,110,542
100.0%
Investment Income $189
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 $1,032,186
Total Liabilities $241,832
Net Assets $790,354

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,689,613
Expenses
$3,945,011
Net Income
-$255,398
Net Assets
$1,185,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,689,247
100.0%
Investment Income $366
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 $1,584,090
Total Liabilities $398,339
Net Assets $1,185,751

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,009,573
Expenses
$4,351,064
Net Income
$658,509
Net Assets
$1,441,148
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,009,009
100.0%
Investment Income $564
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 $1,692,810
Total Liabilities $251,662
Net Assets $1,441,148

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,925,926
Expenses
$4,893,944
Net Income
$31,982
Net Assets
$782,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,925,926
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 $1,041,354
Total Liabilities $258,715
Net Assets $782,639

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,610,238
Expenses
$5,641,862
Net Income
-$31,624
Net Assets
$750,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,610,084
100.0%
Investment Income $154
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 $1,330,743
Total Liabilities $580,086
Net Assets $750,657

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,366,953
Expenses
$5,308,831
Net Income
$58,122
Net Assets
$782,281
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,366,757
100.0%
Investment Income $196
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 $1,466,311
Total Liabilities $684,030
Net Assets $782,281

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.

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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