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Kerry Health Care Reimbursement Trust

  • Beloit, WI
  • Tax-exempt since April 2011
  • EIN: 27-1106100

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
$238k (2023)

Expenses
$180k (2023)

Total Assets
$3.3M (2023)

Total Liabilities
$0 (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
$237,652
Expenses
$179,683
Net Income
$57,969
Net Assets
$3,299,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,281
37.6%
Investment Income $148,371
62.4%
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 $750
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,299,080
Total Liabilities $0
Net Assets $3,299,080
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust & Custody (Trustee) $0 $0 $750

Document Links

990
Filed on Oct. 23, 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
$134,291
Expenses
$249,145
Net Income
-$114,854
Net Assets
$3,241,098
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $102,730
76.5%
Investment Income $31,557
23.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,001
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,241,098
Total Liabilities $0
Net Assets $3,241,098
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust & Custody (Trustee) $0 $0 $1,001

Document Links

990
Filed on Oct. 11, 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
$125,014
Expenses
$213,302
Net Income
-$88,288
Net Assets
$3,356,064
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $124,782
99.8%
Investment Income $220
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $750
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,356,064
Total Liabilities $0
Net Assets $3,356,064
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust & Custody (Trustee) $0 $0 $750

Document Links

990
Filed on Nov. 14, 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
$158,146
Expenses
$278,759
Net Income
-$120,613
Net Assets
$3,444,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $145,304
91.9%
Investment Income $12,816
8.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,001
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,444,372
Total Liabilities $0
Net Assets $3,444,372
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust & Custody (Trustee) $0 $0 $1,001

Document Links

990
Filed on Nov. 15, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,820
Expenses
$273,935
Net Income
-$35,115
Net Assets
$3,564,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $171,118
71.7%
Investment Income $67,702
28.3%
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 $1,001
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,564,970
Total Liabilities $0
Net Assets $3,564,970
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust Cus (Trustee) $0 $0 $1,001

Document Links

990
Filed on Nov. 16, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$271,126
Expenses
$282,560
Net Income
-$11,434
Net Assets
$3,600,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $222,006
81.9%
Investment Income $49,120
18.1%
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 $1,001
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,600,062
Total Liabilities $0
Net Assets $3,600,062
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust Custody (Trustee) $0 $0 $1,001

Document Links

990
Filed on Nov. 14, 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
$345,971
Expenses
$311,414
Net Income
$34,557
Net Assets
$3,611,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $267,414
77.3%
Investment Income $15,382
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $63,175
18.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,001
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,611,514
Total Liabilities $0
Net Assets $3,611,514
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust Custody (Trustee) $0 $0 $1,001

Document Links

990
Filed on Nov. 1, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$309,325
Expenses
$218,240
Net Income
$91,085
Net Assets
$3,576,944
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $309,091
99.9%
Investment Income $234
0.1%
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 $1,001
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,576,944
Total Liabilities $0
Net Assets $3,576,944
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust Custody (Trustee) $0 $0 $1,001

Document Links

990
Filed on Nov. 1, 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
$367,078
Expenses
$263,080
Net Income
$103,998
Net Assets
$3,485,861
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $366,832
99.9%
Investment Income $228
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,001
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,485,861
Total Liabilities $0
Net Assets $3,485,861
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust Custody (Trustee) $0 $0 $1,001

Document Links

990
Filed on Oct. 18, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$432,551
Expenses
$239,259
Net Income
$193,292
Net Assets
$3,381,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $432,322
99.9%
Investment Income $225
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,438
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,381,892
Total Liabilities $0
Net Assets $3,381,892
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Na Trust Custody (Trustee) $0 $0 $1,438

Document Links

990
Filed on Nov. 4, 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
$660,623
Expenses
$147,620
Net Income
$513,003
Net Assets
$3,188,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $494,111
74.8%
Investment Income $4,668
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $161,844
24.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,881
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,188,602
Total Liabilities $0
Net Assets $3,188,602

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$626,665
Expenses
$141,828
Net Income
$484,837
Net Assets
$2,751,227
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $584,486
93.3%
Investment Income $18,482
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,697
3.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,731
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,751,227
Total Liabilities $0
Net Assets $2,751,227

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
$710,536
Expenses
$111,385
Net Income
$599,151
Net Assets
$2,202,563
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $692,256
97.4%
Investment Income $11,916
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,364
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,013
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,202,563
Total Liabilities $0
Net Assets $2,202,563

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
PDF (2 of 2)

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
PDF (2 of 2)

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

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.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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