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Health & Welfare Trust

743 Local
  • Chicago, IL
  • Tax-exempt since Aug. 1956
  • EIN: 36-6076696

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.

Details

According to its Feb. 2024 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$7.48M (2024)

Expenses
$7.81M (2024)

Total Assets
$6.19M (2024)

Total Liabilities
$30.5k (2024)

Source: Form 990 tax filings from 2012 to 2024

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 Feb.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,481,302
Expenses
$7,806,452
Net Income
-$325,150
Net Assets
$6,159,642
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,328,609
98.0%
Investment Income $123,967
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,726
0.4%
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 $6,190,104
Total Liabilities $30,462
Net Assets $6,159,642
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Trustee) $0 $227,082 $61,617
James Thomas (Alternate Trustee) $0 $186,199 $63,380
Jose Silva (Trustee) $0 $155,371 $60,208
Jay Sandler (Trustee) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 15, 2024

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

View Filing
XML

Fiscal Year Ending Feb.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,412,192
Expenses
$7,160,680
Net Income
$251,512
Net Assets
$5,900,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,323,693
98.8%
Investment Income $97,982
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,483
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 $5,950,570
Total Liabilities $50,388
Net Assets $5,900,182
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Trustee) $0 $203,222 $36,132
James Thomas (Alternate Trustee) $0 $164,862 $60,381
Jose Silva (Trustee) $0 $143,572 $53,833
Jay Sandler (Trustee) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 30, 2023

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

View Filing
XML

Fiscal Year Ending Feb.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,563,914
Expenses
$8,450,930
Net Income
$112,984
Net Assets
$5,956,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,420,380
98.3%
Investment Income $74,467
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $69,067
0.8%
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 $6,007,805
Total Liabilities $51,102
Net Assets $5,956,703
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Trustee) $0 $204,526 $30,719
Jose Silva (Trustee) $0 $137,642 $50,382
David Kozin (Trustee) $0 $0 $0
David Goss (Former Trustee) $0 $0 $0
Robin Sullivan (Former Trustee) $0 $146,566 $52,957
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Document Links

990
Filed on Dec. 20, 2022

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

View Filing
XML

Fiscal Year Ending Feb.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,990,928
Expenses
$9,227,967
Net Income
$762,961
Net Assets
$5,656,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,914,817
99.2%
Investment Income $70,717
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,394
0.1%
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 $6,033,634
Total Liabilities $376,742
Net Assets $5,656,892
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Trustee) $0 $177,495 $26,859
Robin Sullivan (Trustee) $0 $134,426 $49,378
David Goss (Trustee) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 9, 2021

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

View Filing
XML

Fiscal Year Ending Feb.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,114,610
Expenses
$9,318,696
Net Income
$795,914
Net Assets
$4,389,596
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,026,954
99.1%
Investment Income $74,441
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,215
0.1%
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 $4,430,665
Total Liabilities $41,069
Net Assets $4,389,596
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Trustee) $0 $164,941 $29,844
Robin Sullivan (Trustee) $0 $129,776 $54,784
David Goss (Trustee) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
Goleen Bradley (Former Trustee) $0 $15,752 $260
+ View more people

Document Links

990
Filed on July 31, 2020

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

View Filing
PDF XML

Fiscal Year Ending Feb.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,778,334
Expenses
$9,839,987
Net Income
-$61,653
Net Assets
$3,528,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,568,496
97.9%
Investment Income $87,657
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$35,362
Net Inventory Sales $0
Other Revenue $157,543
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,819,183
Total Liabilities $290,488
Net Assets $3,528,695
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Trustee) $0 $160,798 $25,047
Goleen Bradley (Trustee) $0 $18,341 $0
David Goss (Trustee) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 1, 2019

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

View Filing
PDF XML

Fiscal Year Ending Feb.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,475,046
Expenses
$9,006,805
Net Income
$468,241
Net Assets
$3,513,039
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,435,947
99.6%
Investment Income $58,375
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$23,512
Net Inventory Sales $0
Other Revenue $4,236
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,708,366
Total Liabilities $1,195,327
Net Assets $3,513,039
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Trustee) $0 $152,703 $18,776
Goleen Bradley (Trustee) $0 $15,908 $0
David Goss (Trustee) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 7, 2018

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

View Filing
PDF XML

Fiscal Year Ending Feb.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,091,160
Expenses
$9,217,156
Net Income
-$125,996
Net Assets
$2,913,075
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,009,533
99.1%
Investment Income $90,567
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,940
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 $3,634,806
Total Liabilities $721,731
Net Assets $2,913,075
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Chairperson) $0 $0 $0
Goleen Bradley (Trustee) $0 $0 $0
David Goss (Trustee) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 9, 2018

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

View Filing
XML

Fiscal Year Ending Feb.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,365,913
Expenses
$8,424,488
Net Income
-$58,575
Net Assets
$2,911,069
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,306,803
99.3%
Investment Income $107,954
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$49,501
Net Inventory Sales $0
Other Revenue $657
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,608,014
Total Liabilities $696,945
Net Assets $2,911,069
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Chairperson) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
Goleen Bradley (Trustee) $0 $0 $0
David Goss (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending Feb.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $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 $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Debra Simmons Peterson (Chairperson) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
Goleen Bradley (Trustee) $0 $0 $0
David Goss (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 11, 2016

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

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Feb.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,388,983
Expenses
$5,480,985
Net Income
-$92,002
Net Assets
$3,652,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,323,652
98.8%
Investment Income $59,887
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,013
0.1%
Net Inventory Sales $0
Other Revenue $431
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,199,733
Total Liabilities $547,583
Net Assets $3,652,150
Compensation
Key Employees and Officers Compensation Related Other
Adrian Lopez (Trustee) $0 $0 $0
Debra Simmons Peterson (Chairperson) $0 $0 $0
David Kozin (Trustee) $0 $0 $0
Goleen Bradley (Trustee) $0 $0 $0
David Goss (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2015

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

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,388,983
Expenses
$5,480,985
Net Income
-$92,002
Net Assets
$3,652,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,323,652
98.8%
Investment Income $59,887
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,013
0.1%
Net Inventory Sales $0
Other Revenue $431
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,199,733
Total Liabilities $547,583
Net Assets $3,652,150

Document Links

990
Filed on Dec. 21, 2013

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

View Filing
PDF XML

Fiscal Year Ending Feb.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,802,302
Expenses
$5,134,817
Net Income
-$332,515
Net Assets
$3,685,113
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,778,056
99.5%
Investment Income $27,809
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,018
Net Inventory Sales $0
Other Revenue $455
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,234,539
Total Liabilities $549,426
Net Assets $3,685,113

Document Links

990

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

PDF

Fiscal Year Ending Feb.
2011

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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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 Feb.
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.

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