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Retirees Of Ctna Health Care Trust

Ctna Retiree Veba

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
$15.6M (2023)

Expenses
$7.07M (2023)

Total Assets
$123M (2023)

Total Liabilities
$173k (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
$15,632,960
Expenses
$7,065,935
Net Income
$8,567,025
Net Assets
$123,236,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,522,387
48.1%
Investment Income $3,865,133
24.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,205,186
26.9%
Net Inventory Sales $0
Other Revenue $40,254
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $118,444
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $123,409,809
Total Liabilities $173,145
Net Assets $123,236,664
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $27,557 $0 $0
James Carney (Committee Member) $22,557 $0 $0
Wayne Chambers (Committee Member) $22,557 $0 $0
Howard Kline (Committee Member) $22,557 $0 $0
Paul Whitehead (Committee Member) $22,557 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,401,880
Expenses
$7,074,166
Net Income
$7,327,714
Net Assets
$107,551,956
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,368,994
65.1%
Investment Income $3,098,281
21.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,859,643
12.9%
Net Inventory Sales $0
Other Revenue $74,962
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $115,140
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $107,609,129
Total Liabilities $57,173
Net Assets $107,551,956
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $26,900 $0 $0
James Carney (Committee Member) $21,850 $0 $0
Wayne Chambers (Committee Member) $21,850 $0 $0
Howard Kline (Committee Member) $21,850 $0 $0
Paul Whitehead (Committee Member) $21,850 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,718,176
Expenses
$5,834,638
Net Income
$8,883,538
Net Assets
$120,882,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,037,017
68.2%
Investment Income $4,457,300
30.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $103,188
0.7%
Net Inventory Sales $0
Other Revenue $120,671
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $131,873
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $120,928,692
Total Liabilities $45,958
Net Assets $120,882,734
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $30,290 $0 $0
James Carney (Committee Member) $25,290 $0 $0
Wayne Chambers (Committee Member) $25,290 $0 $0
Howard Kline (Committee Member) $25,290 $0 $0
Paul Whitehead (Committee Member) $25,290 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,774,017
Expenses
$7,293,529
Net Income
$6,480,488
Net Assets
$105,540,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,312,726
74.9%
Investment Income $3,195,592
23.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $113,810
0.8%
Net Inventory Sales $0
Other Revenue $151,889
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $119,199
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $105,577,593
Total Liabilities $37,129
Net Assets $105,540,464
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $29,735 $0 $0
James Carney (Committee Member) $24,735 $0 $0
Howard Kline (Committee Member) $24,735 $0 $0
Paul Whitehead (Committee Member) $24,735 $0 $0
Wayne Chambers (Committee Member) $24,673 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,150,134
Expenses
$9,140,804
Net Income
$15,009,330
Net Assets
$91,090,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,588,928
43.8%
Investment Income $1,804,032
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,577,518
47.9%
Net Inventory Sales $0
Other Revenue $179,656
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $125,952
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $91,137,774
Total Liabilities $46,784
Net Assets $91,090,990
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $30,972 $0 $0
James Carney (Committee Member) $25,972 $0 $0
Howard Kline (Committee Member) $25,972 $0 $0
Paul Whitehead (Committee Member) $25,972 $0 $0
Wayne Chambers (Committee Member) $25,666 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,523,608
Expenses
$9,547,273
Net Income
$5,976,335
Net Assets
$76,838,034
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,874,000
76.5%
Investment Income $2,020,702
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,471,761
9.5%
Net Inventory Sales $0
Other Revenue $157,145
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $122,354
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,901,590
Total Liabilities $63,556
Net Assets $76,838,034
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $26,358 $0 $0
James Carney (Committee Member) $21,358 $0 $0
Wayne Chambers (Committee Member) $21,358 $0 $0
Howard Kline (Committee Member) $21,358 $0 $0
Paul Whitehead (Committee Member) $21,358 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,061,044
Expenses
$12,694,073
Net Income
$1,366,971
Net Assets
$78,541,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,525,975
82.0%
Investment Income $1,849,168
13.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $503,786
3.6%
Net Inventory Sales $0
Other Revenue $182,115
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $117,109
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $78,720,574
Total Liabilities $178,774
Net Assets $78,541,800
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $27,636 $0 $0
James Carney (Committee Member) $22,636 $0 $0
Wayne Chambers (Committee Member) $22,636 $0 $0
Howard Kline (Committee Member) $22,636 $0 $0
Paul Whitehead (Committee Member) $20,736 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,536,877
Expenses
$15,775,710
Net Income
-$3,238,833
Net Assets
$70,474,685
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,603,795
92.6%
Investment Income $1,676,077
13.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$742,995
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $115,689
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $70,543,496
Total Liabilities $68,811
Net Assets $70,474,685
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $26,977 $0 $0
James Carney (Committee Member) $21,977 $0 $0
Wayne Chambers (Committee Member) $21,977 $0 $0
Howard Kline (Committee Member) $21,977 $0 $0
Paul Whitehead (Committee Member) $21,977 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,571,468
Expenses
$12,541,002
Net Income
$30,466
Net Assets
$70,782,106
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,629,879
92.5%
Investment Income $1,495,818
11.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$554,229
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $107,091
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $70,861,982
Total Liabilities $79,876
Net Assets $70,782,106
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $26,336 $0 $0
James Carney (Committee Member) $21,336 $0 $0
Wayne Chambers (Committee Member) $21,336 $0 $0
Howard Kline (Committee Member) $21,336 $0 $0
John Sellers (Committee Member (Thru 6/2015)) $12,381 $0 $0
Paul Whitehead (Committee Member (Eff 7/2015)) $3,582 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,543,061
Expenses
$14,030,158
Net Income
$3,512,903
Net Assets
$72,277,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,812,982
90.1%
Investment Income $1,553,384
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $176,695
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $109,335
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $72,336,578
Total Liabilities $59,459
Net Assets $72,277,119
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $25,715 $0 $0
James Carney (Committee Member) $20,715 $0 $0
Wayne Chambers (Committee Member) $20,715 $0 $0
Howard Kline (Committee Member) $20,715 $0 $0
John Sellers (Committee Member) $20,715 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,451,813
Expenses
$13,423,631
Net Income
$3,028,182
Net Assets
$68,146,934
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,309,641
99.1%
Investment Income $1,327,472
8.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,185,300
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $106,296
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $68,222,334
Total Liabilities $75,400
Net Assets $68,146,934
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Committee Member, Chair) $25,112 $0 $0
James Carney (Committee Member) $20,112 $0 $0
Wayne Chambers (Committee Member) $20,112 $0 $0
Howard Kline (Committee Member) $20,112 $0 $0
John Sellers (Committee Member) $20,112 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,670,065
Expenses
$13,344,198
Net Income
$4,325,867
Net Assets
$63,513,684
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,314,297
92.3%
Investment Income $1,399,350
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$43,582
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $101,707
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $63,671,454
Total Liabilities $157,770
Net Assets $63,513,684

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,035,376
Expenses
$14,136,237
Net Income
$4,899,139
Net Assets
$56,726,564
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,195,017
85.1%
Investment Income $1,827,780
9.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$204,358
Net Inventory Sales $0
Other Revenue $1,216,937
6.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $100,481
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $56,801,691
Total Liabilities $75,127
Net Assets $56,726,564

Document Links

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

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

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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