R R Donnelley & Sons Company Post Retirement Medical Benefit Trust

C O R R Donnelley & Sons Company

Warrenville, IL
Tax-exempt since Nov. 1993
EIN: 36-7007203

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$57M (2023)

Expenses

$118M (2023)

Total Assets

$179M (2023)

Total Liabilities

$10.1M (2023)

Source: Form 990 tax filings from 2010 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

Revenue

$57,005,605

Expenses

$117,910,857

Net Income

-$60,905,252

Net Assets

$168,541,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,477,330	6.1%
Investment Income	$11,921,245	20.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$16,763,343	29.4%
Net Inventory Sales	$0
Other Revenue	$24,843,687	43.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$41,802	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$178,627,585
Total Liabilities	$10,086,428
Net Assets	$168,541,157

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Trustee)	$41,802	$0	$0
Christy L Goldberg Hirsch (Committee Chairperson)	$0	$0	$0
Eric Hess (Vp And Treasurer)	$0	$0	$0
Andrew Coxhead (Committee Member)	$0	$0	$0

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990

Filed on Nov. 1, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$22,988,156

Expenses

$39,959,682

Net Income

-$16,971,526

Net Assets

$228,863,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,211,792	18.3%
Investment Income	$27,060,026	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$29,680,794
Net Inventory Sales	$0
Other Revenue	$21,397,132	93.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$58,154	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$238,683,040
Total Liabilities	$9,819,299
Net Assets	$228,863,741

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Trustee)	$58,154	$0	$0
Christy L Goldberg Hirsch (Committee Chairperson)	$0	$0	$0
Andrew Coxhead (Committee Member (Beg 12/22))	$0	$0	$0
Christine Maki (Committee Member (Thru 7/22))	$0	$0	$0
Terry Peterson (Committee Member (Thru 10/22))	$0	$0	$0
Michael J Sharp (Committee Member (Thru 5/22))	$0	$0	$0

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990

Filed on Nov. 14, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$63,920,345

Expenses

$51,546,986

Net Income

$12,373,359

Net Assets

$247,640,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,811,416	7.5%
Investment Income	$2,933,287	4.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$25,644,539	40.1%
Net Inventory Sales	$0
Other Revenue	$30,531,103	47.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$51,628	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$252,728,494
Total Liabilities	$5,087,507
Net Assets	$247,640,987

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Trustee)	$51,628	$0	$0
Terry Peterson (Committee Member)	$0	$0	$0
Christine Maki (Committee Member)	$0	$0	$0
Michael J Sharp (Committee Member)	$0	$0	$0
Christy L Goldberg Hirsch (Committee Chairperson)	$0	$0	$0

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990

Filed on Nov. 10, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$57,553,312

Expenses

$49,523,660

Net Income

$8,029,652

Net Assets

$235,777,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,444,409	16.4%
Investment Income	$3,563,162	6.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,974,027	34.7%
Net Inventory Sales	$0
Other Revenue	$24,571,714	42.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$23,350	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$240,129,071
Total Liabilities	$4,352,068
Net Assets	$235,777,003

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Trustee)	$23,350	$0	$0
Terry Peterson (Committee Member)	$0	$0	$0
Christine Maki (Committee Member)	$0	$0	$0
Michael J Sharp (Committee Member)	$0	$0	$0
Sheila Rutt (Committee Member Thru 4/20)	$0	$0	$0
Christy L Goldberg Hirsch (Committee Chairperson)	$0	$0	$0

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990

Filed on Nov. 11, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$70,445,114

Expenses

$52,437,549

Net Income

$18,007,565

Net Assets

$227,243,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,406,583	10.5%
Investment Income	$4,809,513	6.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$30,701,264	43.6%
Net Inventory Sales	$0
Other Revenue	$27,527,754	39.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$34,332	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$230,584,043
Total Liabilities	$3,340,205
Net Assets	$227,243,838

990

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$36,157,019

Expenses

$52,555,535

Net Income

-$16,398,516

Net Assets

$208,156,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,220,437	28.3%
Investment Income	$4,916,174	13.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$7,113,335
Net Inventory Sales	$0
Other Revenue	$28,133,743	77.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$224,053,243
Total Liabilities	$15,896,935
Net Assets	$208,156,308

990

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$52,050,095

Expenses

$60,646,561

Net Income

-$8,596,466

Net Assets

$228,460,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,197,849	19.6%
Investment Income	$4,435,071	8.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,080,058	2.1%
Net Inventory Sales	$0
Other Revenue	$36,337,117	69.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$24,853	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$257,281,694
Total Liabilities	$28,821,624
Net Assets	$228,460,070

990

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$29,804,201

Expenses

$38,789,428

Net Income

-$8,985,227

Net Assets

$208,286,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,739,446	36.0%
Investment Income	$4,182,319	14.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$160,370	0.5%
Net Inventory Sales	$0
Other Revenue	$14,722,066	49.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,666	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$209,834,021
Total Liabilities	$1,547,708
Net Assets	$208,286,313

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Trustee)	$13,666	$0	$0
Terry Peterson (Committee Member)	$0	$0	$0
Sheila Rutt (Committee Member)	$0	$0	$0
Christine Maki (Committee Member)	$0	$0	$0

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990

Filed on Nov. 15, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$26,974,933

Expenses

$26,585,646

Net Income

$389,287

Net Assets

$204,239,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$13,456,553	49.9%
Investment Income	$4,360,845	16.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,266,632	15.8%
Net Inventory Sales	$0
Other Revenue	$4,890,903	18.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,297	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$207,034,377
Total Liabilities	$2,794,779
Net Assets	$204,239,598

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Trustee)	$2,297	$0	$0
Anne Pease (Committee Member)	$0	$0	$0
Tom Carroll (Committee Member)	$0	$0	$0
Drew Coxhead (Committee Member)	$0	$0	$0
Dan Leib (Committee Member)	$0	$0	$0
Janet Halpin (Committee Member)	$0	$0	$0

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990

Filed on Nov. 15, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$38,012,889

Expenses

$36,428,699

Net Income

$1,584,190

Net Assets

$212,143,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$17,236,042	45.3%
Investment Income	$4,398,931	11.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,693,753	12.3%
Net Inventory Sales	$0
Other Revenue	$11,684,163	30.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$5,866	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$213,589,830
Total Liabilities	$1,446,577
Net Assets	$212,143,253

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Trustee)	$5,866	$0	$0
Anne Pease (Committee Member)	$0	$0	$0
Tom Carroll (Committee Member)	$0	$0	$0
Drew Coxhead (Committee Member)	$0	$0	$0
Dan Leib (Committee Member)	$0	$0	$0
Janet Halpin (Committee Member)	$0	$0	$0

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990

Filed on Nov. 16, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$37,119,336

Expenses

$47,923,429

Net Income

-$10,804,093

Net Assets

$206,796,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$14,249,652	38.4%
Investment Income	$4,764,007	12.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,295,696	11.6%
Net Inventory Sales	$0
Other Revenue	$13,809,981	37.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$16,507	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$208,100,243
Total Liabilities	$1,303,756
Net Assets	$206,796,487

Compensation

Key Employees and Officers	Compensation	Related	Other
The Northern Trust Company (Trustee)	$16,507	$0	$0
Anne Pease (Committee Member)	$0	$0	$0
Tom Carroll (Committee Member)	$0	$0	$0
Drew Coxhead (Committee Member)	$0	$0	$0
Dan Leib (Committee Member)	$0	$0	$0
Janet Halpin (Committee Member)	$0	$0	$0

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990

Filed on Nov. 17, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$34,149,996

Expenses

$50,309,748

Net Income

-$16,159,752

Net Assets

$187,312,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$17,500,033	51.2%
Investment Income	$5,382,500	15.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$926,762	2.7%
Net Inventory Sales	$0
Other Revenue	$10,340,701	30.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$19,707	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$189,405,503
Total Liabilities	$2,092,676
Net Assets	$187,312,827

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$45,677,379

Expenses

$50,717,358

Net Income

-$5,039,979

Net Assets

$185,732,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$26,504,857	58.0%
Investment Income	$3,177,469	7.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,484,564	12.0%
Net Inventory Sales	$0
Other Revenue	$10,510,489	23.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$9,000	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$187,241,249
Total Liabilities	$1,509,178
Net Assets	$185,732,071

990

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$34,895,850

Expenses

$42,333,344

Net Income

-$7,437,494

Net Assets

$189,223,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$16,163,805	46.3%
Investment Income	$5,221,356	15.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$810,714
Net Inventory Sales	$0
Other Revenue	$14,321,403	41.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,500	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$189,223,326
Total Liabilities	$0
Net Assets	$189,223,326

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

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Updated December 20, 2024

R R Donnelley & Sons Company Post Retirement Medical Benefit Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $57M (2023)

Expenses $118M (2023)

Total Assets $179M (2023)

Total Liabilities $10.1M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$57M (2023)

Expenses

$118M (2023)

Total Assets

$179M (2023)

Total Liabilities

$10.1M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004