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University Of New Mexico Retiree Welfare Benefit Tr

  • Albuquerque, NM
  • Tax-exempt since Aug. 2014
  • EIN: 32-0419302

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 (Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$5.51M (2023)

Expenses
$88.9k (2023)

Total Assets
$61.4M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2014 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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,510,069
Expenses
$88,871
Net Income
$5,421,198
Net Assets
$61,442,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,878,938
70.4%
Investment Income $1,194,891
21.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $436,240
7.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $82,298
92.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,442,719
Total Liabilities $0
Net Assets $61,442,719
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Albuquerque (Bokf) (Institutional Trustee) $84,375 $0 $0

Document Links

990
Filed on April 22, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,414,325
Expenses
$92,266
Net Income
$6,322,059
Net Assets
$52,206,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,934,538
61.3%
Investment Income $882,784
13.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,597,003
24.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $86,241
93.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,206,573
Total Liabilities $0
Net Assets $52,206,573
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Albuquerque (Bokf) (Institutional Trustee) $81,147 $0 $0

Document Links

990
Filed on May 3, 2023

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,172,867
Expenses
$81,650
Net Income
$7,091,217
Net Assets
$59,011,772
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,092,944
57.1%
Investment Income $649,540
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,430,383
33.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $72,941
89.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $59,011,772
Total Liabilities $0
Net Assets $59,011,772
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Albuquerque (Bokf) (Institutional Trustee) $72,941 $0 $0

Document Links

990
Filed on May 11, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,541,814
Expenses
$67,050
Net Income
$5,474,764
Net Assets
$43,519,493
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,328,164
78.1%
Investment Income $1,213,650
21.9%
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 $63,814
95.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,763,645
Total Liabilities $244,152
Net Assets $43,519,493
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Albuquerque Bokf (Institutional Trustee) $63,814 $0 $0

Document Links

990
Filed on May 14, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,868,231
Expenses
$61,767
Net Income
$5,806,464
Net Assets
$37,341,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,430,186
75.5%
Investment Income $1,438,045
24.5%
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 $56,357
91.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $38,037,013
Total Liabilities $695,881
Net Assets $37,341,132
Compensation
Key Employees and Officers Compensation Related Other
Bank Of Albuquerque Bokf (Institutional Trustee) $53,653 $0 $0

Document Links

990
Filed on May 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,744,447
Expenses
$53,793
Net Income
$6,690,654
Net Assets
$30,805,271
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,817,500
71.4%
Investment Income $1,926,947
28.6%
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 $48,543
90.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,805,271
Total Liabilities $0
Net Assets $30,805,271

Document Links

990

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

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,986,301
Expenses
$40,190
Net Income
$5,946,111
Net Assets
$24,355,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,256,788
87.8%
Investment Income $729,513
12.2%
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 $35,190
87.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,782,540
Total Liabilities $426,806
Net Assets $24,355,734

Document Links

990

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

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,860,519
Expenses
$22,083
Net Income
$5,838,436
Net Assets
$16,918,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,751,494
98.1%
Investment Income $109,025
1.9%
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 $14,209
64.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,044,469
Total Liabilities $125,680
Net Assets $16,918,789

Document Links

990

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

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,203,697
Expenses
$5,000
Net Income
$6,198,697
Net Assets
$10,490,715
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,161,600
99.3%
Investment Income $42,097
0.7%
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 $10,490,715
Total Liabilities $0
Net Assets $10,490,715

Document Links

990

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,282,620
Expenses
$0
Net Income
$4,282,620
Net Assets
$4,282,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,275,994
99.8%
Investment Income $6,626
0.2%
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 $4,282,586
Total Liabilities $0
Net Assets $4,282,586

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.

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