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Panhandle Non Union Veba To Provide For Retiree Health Care And Other

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
$5.15M (2023)

Expenses
$5.23M (2023)

Total Assets
$127M (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
$5,149,494
Expenses
$5,227,302
Net Income
-$77,808
Net Assets
$127,103,536
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,423,178
27.6%
Investment Income $3,712,348
72.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,968
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,662
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $127,103,536
Total Liabilities $0
Net Assets $127,103,536
Compensation
Key Employees and Officers Compensation Related Other
Principal Bank Pcs Tax (Trustee) $4,662 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,307,070
Expenses
$5,195,662
Net Income
-$888,592
Net Assets
$127,204,576
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,423,178
33.0%
Investment Income $2,877,102
66.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,790
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,694
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $127,204,576
Total Liabilities $0
Net Assets $127,204,576
Compensation
Key Employees and Officers Compensation Related Other
Principal Bank Pcs Tax (Trustee) $4,694 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,941,411
Expenses
$4,154,707
Net Income
$5,786,704
Net Assets
$128,148,485
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,344,837
73.9%
Investment Income $2,453,208
24.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $143,366
1.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,855
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $128,148,485
Total Liabilities $0
Net Assets $128,148,485
Compensation
Key Employees and Officers Compensation Related Other
Principal Financial Group (Trustee) $4,855 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,399,619
Expenses
$3,755,033
Net Income
$6,644,586
Net Assets
$122,364,532
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,344,837
70.6%
Investment Income $2,672,651
25.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $382,131
3.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,211
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $122,364,532
Total Liabilities $0
Net Assets $122,364,532
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank (Trustee) $4,211 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,361,868
Expenses
$3,248,189
Net Income
$7,113,679
Net Assets
$115,685,453
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,344,837
70.9%
Investment Income $2,938,354
28.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $78,677
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,040
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $115,685,453
Total Liabilities $0
Net Assets $115,685,453

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$8,306,243
Expenses
$4,393,964
Net Income
-$12,700,207
Net Assets
$108,605,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,345,208
Investment Income $1,785,218
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$17,436,669
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,670
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $108,605,835
Total Liabilities $0
Net Assets $108,605,835

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,415,103
Expenses
$5,644,558
Net Income
$21,770,545
Net Assets
$101,414,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,344,837
26.8%
Investment Income $1,270,248
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,800,018
68.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,610
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $101,414,734
Total Liabilities $0
Net Assets $101,414,734

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,274,539
Expenses
$2,149,600
Net Income
$15,124,939
Net Assets
$98,028,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,355,207
42.6%
Investment Income $1,891,969
11.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,027,363
46.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,814
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,028,691
Total Liabilities $0
Net Assets $98,028,691

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,253,003
Expenses
$1,760,439
Net Income
$8,492,564
Net Assets
$81,966,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,565,057
73.8%
Investment Income $2,010,423
19.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $489,851
4.8%
Net Inventory Sales $0
Other Revenue $187,672
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $81,966,863
Total Liabilities $0
Net Assets $81,966,863
Compensation
Key Employees and Officers Compensation Related Other
Jpmorgan Chase Bank Na Sei Tax Mail Code De3 4790 (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,854,517
Expenses
$1,245,827
Net Income
$8,608,690
Net Assets
$73,257,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,493,202
76.0%
Investment Income $2,249,299
22.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $112,016
1.1%
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 $73,257,146
Total Liabilities $0
Net Assets $73,257,146
Compensation
Key Employees and Officers Compensation Related Other
Jpmorgan Chase Bank Na Sei Tax Mail Code De3 4790 (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,126,040
Expenses
$1,972,731
Net Income
$8,153,309
Net Assets
$64,845,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,899,677
78.0%
Investment Income $2,037,410
20.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $188,953
1.9%
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 $64,845,890
Total Liabilities $0
Net Assets $64,845,890
Compensation
Key Employees and Officers Compensation Related Other
Jpmorgan Chase Bank Na (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,178,551
Expenses
$400,748
Net Income
$8,777,803
Net Assets
$57,177,756
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,675,269
83.6%
Investment Income $1,483,757
16.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,525
0.2%
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 $57,177,756
Total Liabilities $0
Net Assets $57,177,756

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,144,626
Expenses
$975,062
Net Income
$8,169,564
Net Assets
$48,379,587
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,728,127
84.5%
Investment Income $1,396,636
15.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,863
0.2%
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 $48,379,587
Total Liabilities $0
Net Assets $48,379,587

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

Fiscal Year Ending Dec.
2007

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.
2006

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.
2005

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.
2004

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 »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • 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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