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Hamilton Caster Employee Health Plan Trust

  • Hamilton, OH
  • Tax-exempt since April 1982
  • EIN: 31-1024957

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$992k (2023)

Expenses
$1.04M (2023)

Total Assets
$2.03k (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 July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$992,404
Expenses
$1,043,058
Net Income
-$50,654
Net Assets
$2,029
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $991,045
99.9%
Investment Income $1,359
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,029
Total Liabilities $0
Net Assets $2,029
Compensation
Key Employees and Officers Compensation Related Other
Mark J Lippert (Trustee) $0 $0 $0
Mark J Lohmann (Trustee) $0 $0 $0

Document Links

990
Filed on Dec. 13, 2023

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

View Filing
PDF XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$852,194
Expenses
$855,547
Net Income
-$3,353
Net Assets
$52,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $852,128
100.0%
Investment Income $66
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 $52,683
Total Liabilities $0
Net Assets $52,683
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Oct. 20, 2022

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

View Filing
XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$750,205
Expenses
$773,667
Net Income
-$23,462
Net Assets
$56,036
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $750,195
100.0%
Investment Income $10
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 $56,036
Total Liabilities $0
Net Assets $56,036
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Dec. 7, 2021

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

View Filing
XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$773,882
Expenses
$733,664
Net Income
$40,218
Net Assets
$79,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $773,357
99.9%
Investment Income $525
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $79,498
Total Liabilities $0
Net Assets $79,498
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 30, 2020

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

View Filing
PDF XML

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$653,920
Expenses
$681,563
Net Income
-$27,643
Net Assets
$39,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $653,153
99.9%
Investment Income $767
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $39,280
Total Liabilities $0
Net Assets $39,280
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 11, 2019

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

View Filing
PDF XML

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$639,762
Expenses
$623,429
Net Income
$16,333
Net Assets
$66,923
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $639,335
99.9%
Investment Income $427
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $66,923
Total Liabilities $0
Net Assets $66,923
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Oct. 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$640,748
Expenses
$635,494
Net Income
$5,254
Net Assets
$50,590
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $640,616
100.0%
Investment Income $132
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 $50,590
Total Liabilities $0
Net Assets $50,590
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$836,813
Expenses
$864,261
Net Income
-$27,448
Net Assets
$45,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $836,757
100.0%
Investment Income $56
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 $45,336
Total Liabilities $0
Net Assets $45,336
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 15, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$845,004
Expenses
$811,823
Net Income
$33,181
Net Assets
$72,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $845,000
100.0%
Investment Income $4
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 $72,784
Total Liabilities $0
Net Assets $72,784
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Dec. 14, 2015

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

View Filing
PDF XML

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$857,759
Expenses
$875,663
Net Income
-$17,904
Net Assets
$39,603
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $857,755
100.0%
Investment Income $4
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 $39,603
Total Liabilities $0
Net Assets $39,603
Compensation
Key Employees and Officers Compensation Related Other
David R Lippert (Trustee) $0 $0 $0
Steven J Lippert (Trustee) $0 $0 $0
James M Lippert (Trustee) $0 $0 $0

Document Links

990
Filed on Oct. 27, 2014

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

View Filing
PDF XML

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$711,802
Expenses
$644,137
Net Income
$67,665
Net Assets
$57,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $711,800
100.0%
Investment Income $2
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 $63,482
Total Liabilities $5,975
Net Assets $57,507

Document Links

990
Filed on Dec. 31, 2013

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

View Filing
PDF XML

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$487,740
Expenses
$543,426
Net Income
-$55,686
Net Assets
-$10,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $487,737
100.0%
Investment Income $3
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 $3,154
Total Liabilities $13,312
Net Assets -$10,158

Document Links

990

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

PDF

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$546,005
Expenses
$504,132
Net Income
$41,873
Net Assets
$45,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $546,000
100.0%
Investment Income $5
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 $45,528
Total Liabilities $0
Net Assets $45,528

Document Links

990

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

PDF

Fiscal Year Ending July
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-EZ

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

PDF

Fiscal Year Ending July
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-EZ

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

PDF

Fiscal Year Ending July
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

990

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

PDF

Fiscal Year Ending July
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

990

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

PDF

Fiscal Year Ending July
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

990

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

PDF

Fiscal Year Ending July
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

990

Primary 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.

Updated