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Adrian Retiree Health Benefits Tr

  • Pittsford, MI
  • Tax-exempt since Sept. 2008
  • EIN: 33-1196416

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 / Insurance Providers, Services (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$7.57k (2023)

Expenses
$354k (2023)

Total Assets
$1.48M (2023)

Total Liabilities
$1.48k (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
$7,567
Expenses
$353,523
Net Income
-$345,956
Net Assets
$1,474,050
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,567
100%
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 $13,800
3.9%
Assets/Debt
Total Assets $1,475,530
Total Liabilities $1,480
Net Assets $1,474,050
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Veba Committ) $7,400 $0 $0
Walter Berry (Veba Committ) $6,400 $0 $0
Donald Baughey (Veba Committ) $0 $0 $0
Diane Donahue (Veba Committ) $0 $0 $0
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Document Links

990
Filed on May 1, 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
$314,559
Expenses
$349,342
Net Income
-$34,783
Net Assets
$1,837,759
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $314,559
100%
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 $13,400
3.8%
Assets/Debt
Total Assets $1,839,966
Total Liabilities $2,207
Net Assets $1,837,759
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Trustee) $7,300 $0 $0
Walter Berry (Veba Committ) $6,100 $0 $0
Donald Baughey (Veba Committ) $0 $0 $0

Document Links

990
Filed on Nov. 30, 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
$386,971
Expenses
$418,934
Net Income
-$31,963
Net Assets
$2,285,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $386,971
100%
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 $14,400
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,289,163
Total Liabilities $3,224
Net Assets $2,285,939
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Trustee) $6,400 $0 $0
Walter Berry (Veba Committ) $4,200 $0 $0
Donald Baughey (Veba Committ) $3,800 $0 $0

Document Links

990
Filed on Nov. 1, 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
-$97,643
Expenses
$521,706
Net Income
-$619,349
Net Assets
$2,717,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $468,105
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$565,748
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $13,400
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,722,381
Total Liabilities $5,111
Net Assets $2,717,270
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Veba Committee) $6,500 $0 $0
Walter Berry (Veba Committee) $4,500 $0 $0
Donald Baughey (Veba Committee) $2,400 $0 $0

Document Links

990
Filed on June 30, 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
$118,414
Expenses
$527,343
Net Income
-$408,929
Net Assets
$3,336,619
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $545,326
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$426,912
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,300
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,337,539
Total Liabilities $920
Net Assets $3,336,619
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Veba Committee) $5,000 $0 $0
Walter Berry (Veba Committee) $3,200 $0 $0
Donald Baughey (Veba Committee) $3,100 $0 $0

Document Links

990
Filed on Oct. 15, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,669
Expenses
$653,321
Net Income
-$589,652
Net Assets
$3,745,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $609,956
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$546,287
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,595
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,791,220
Total Liabilities $45,672
Net Assets $3,745,548
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Veba Committee) $4,560 $0 $0
Walter Berry (Veba Committee) $2,755 $0 $0
Donald Baughey (Veba Committee) $2,280 $0 $0

Document Links

990
Filed on Oct. 22, 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
$313,036
Expenses
$621,409
Net Income
-$308,373
Net Assets
$4,335,200
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $672,391
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$359,355
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,640
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,339,686
Total Liabilities $4,486
Net Assets $4,335,200
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Veba Committee) $5,035 $0 $0
Walter Berry (Veba Committee) $2,850 $0 $0
Donald Baughey (Veba Committee) $2,755 $0 $0

Document Links

990
Filed on Oct. 10, 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
$137,066
Expenses
$817,834
Net Income
-$680,768
Net Assets
$4,643,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $752,749
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$615,683
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,082
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,648,069
Total Liabilities $4,496
Net Assets $4,643,573
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Veba Committ) $4,733 $0 $0
Donald Baughey (Veba Committ) $3,294 $0 $0
Walter D Barry (Veba Committ) $3,055 $0 $0

Document Links

990
Filed on Nov. 7, 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
$208,457
Expenses
$785,908
Net Income
-$577,451
Net Assets
$5,324,341
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $809,388
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$600,931
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $19,487
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,326,673
Total Liabilities $2,332
Net Assets $5,324,341
Compensation
Key Employees and Officers Compensation Related Other
Glenn Kelly (Veba Committ) $3,230 $0 $5,813
Walter D Barry (Veba Committ) $2,185 $0 $3,205
Donald Baughey (Veba Committ) $2,090 $0 $2,964

Document Links

990
Filed on June 22, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,323
Expenses
$820,654
Net Income
-$656,331
Net Assets
$5,901,792
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $882,849
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$718,526
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 $5,901,792
Total Liabilities $0
Net Assets $5,901,792
Compensation
Key Employees and Officers Compensation Related Other
Donald Baughey (Veba Committ) $0 $0 $0
Glenn Kelly (Veba Committ) $0 $0 $0
Walter D Barry (Veba Committ) $0 $0 $0
Fifth Third Bank (Trustee (Tpa) $0 $0 $0
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Document Links

990
Filed on July 22, 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
$324,687
Expenses
$869,043
Net Income
-$544,356
Net Assets
$6,558,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $986,974
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$662,287
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 $6,567,169
Total Liabilities $9,046
Net Assets $6,558,123
Compensation
Key Employees and Officers Compensation Related Other
Donald Baughey (Veba Committ) $0 $0 $0
Glenn Kelly (Veba Committ) $0 $0 $0
Walter D Barry (Veba Committ) $0 $0 $0
Fifth Third Bank (Trustee (Tpa) $0 $0 $0
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Document Links

990
Filed on June 18, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$435,126
Expenses
$974,713
Net Income
-$539,587
Net Assets
$7,102,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,239
0.3%
Program Services $0
Investment Income $1,042,670
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$608,783
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 $7,104,354
Total Liabilities $1,875
Net Assets $7,102,479

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
-$1,510,300
Expenses
$1,089,588
Net Income
-$2,599,888
Net Assets
$7,642,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,259
Program Services $0
Investment Income $1,127,925
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,724,484
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 $7,643,941
Total Liabilities $1,875
Net Assets $7,642,066

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

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

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

990

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

PDF

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

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.

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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