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Ocu Retirment Health Savings Benefits Veba Tr

Ocu Retirement Health Savings Plan
  • Charlotte, NC
  • Tax-exempt since Oct. 2014
  • EIN: 27-1141647

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
$17.1k (2023)

Expenses
$21.4k (2023)

Total Assets
$602k (2023)

Total Liabilities
$0 (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
$17,063
Expenses
$21,354
Net Income
-$4,291
Net Assets
$601,975
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $162
0.9%
Investment Income $17,923
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,022
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 $601,975
Total Liabilities $0
Net Assets $601,975
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Trust Na (Trustee) $1,500 $0 $0

Document Links

990
Filed on Oct. 28, 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
$30,171
Expenses
$23,091
Net Income
$7,080
Net Assets
$565,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $290
1.0%
Investment Income $30,188
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$307
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 $565,835
Total Liabilities $0
Net Assets $565,835
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Trust Na (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 3, 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
$52,216
Expenses
$26,253
Net Income
$25,963
Net Assets
$666,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $225
0.4%
Investment Income $49,166
94.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,825
5.4%
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 $666,845
Total Liabilities $0
Net Assets $666,845
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 14, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,826
Expenses
$21,362
Net Income
$21,464
Net Assets
$652,965
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,059
2.5%
Investment Income $39,435
92.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,332
5.4%
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 $652,965
Total Liabilities $0
Net Assets $652,965
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $1,500 $0 $0

Document Links

990
Filed on Nov. 9, 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
$25,962
Expenses
$30,581
Net Income
-$4,619
Net Assets
$612,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,102
4.2%
Investment Income $22,158
85.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,702
10.4%
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 $612,471
Total Liabilities $0
Net Assets $612,471

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,551
Expenses
$55,344
Net Income
-$23,793
Net Assets
$562,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $286
0.9%
Investment Income $29,395
93.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,870
5.9%
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 $562,435
Total Liabilities $0
Net Assets $562,435

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$48,592
Expenses
$82,490
Net Income
-$33,898
Net Assets
$640,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,000
45.3%
Program Services $0
Investment Income $26,418
54.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $174
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $640,727
Total Liabilities $0
Net Assets $640,727

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,703
Expenses
$136,518
Net Income
$3,185
Net Assets
$631,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $121,000
86.6%
Program Services $0
Investment Income $17,650
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,053
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $631,745
Total Liabilities $0
Net Assets $631,745

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,432
Expenses
$84,376
Net Income
$123,056
Net Assets
$615,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,000
84.8%
Program Services $0
Investment Income $23,935
11.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,497
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $615,186
Total Liabilities $0
Net Assets $615,186

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$200,480
Expenses
$79,140
Net Income
$121,340
Net Assets
$516,481
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,000
87.8%
Program Services $0
Investment Income $24,010
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $470
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $516,481
Total Liabilities $0
Net Assets $516,481

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$193,032
Expenses
$81,188
Net Income
$111,844
Net Assets
$406,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,000
91.2%
Program Services $0
Investment Income $17,032
8.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $406,226
Total Liabilities $0
Net Assets $406,226

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$194,160
Expenses
$92,466
Net Income
$101,694
Net Assets
$278,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $187,000
96.3%
Program Services $0
Investment Income $7,160
3.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $278,162
Total Liabilities $0
Net Assets $278,162

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$157,326
Expenses
$40,166
Net Income
$117,160
Net Assets
$164,569
Notable Sources of Revenue Percent of Total Revenue
Contributions $154,650
98.3%
Program Services $0
Investment Income $2,666
1.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10
0.0%
Assets/Debt
Total Assets $164,569
Total Liabilities $0
Net Assets $164,569

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$52,929
Expenses
$2,523
Net Income
$50,406
Net Assets
$52,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,150
96.6%
Program Services $0
Investment Income $1,779
3.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $52,495
Total Liabilities $0
Net Assets $52,495

Document Links

990-EZ

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

PDF

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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