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Navistar Inc Retiree Health Benefit & Life Insurance Plan

  • Lisle, IL
  • Tax-exempt since Sept. 1994
  • EIN: 36-7041538

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
$58.6M (2022)

Expenses
$71.2M (2022)

Total Assets
$337M (2022)

Total Liabilities
$4.17M (2022)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,640,428
Expenses
$71,239,645
Net Income
-$12,599,217
Net Assets
$332,336,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,835,486
86.7%
Investment Income $6,731,729
11.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,054,218
1.8%
Net Inventory Sales $0
Other Revenue $18,995
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $235,926
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $336,504,470
Total Liabilities $4,168,380
Net Assets $332,336,090
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $235,926 $0 $0

Document Links

990
Filed on Nov. 13, 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
$35,753,130
Expenses
$27,920,351
Net Income
$7,832,779
Net Assets
$374,568,134
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,501,285
57.3%
Investment Income $2,379,408
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,872,437
36.0%
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 $377,957,339
Total Liabilities $3,389,205
Net Assets $374,568,134
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $132,301 $0 $0

Document Links

990
Filed on Nov. 14, 2022

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
$46,968,819
Expenses
$48,657,544
Net Income
-$1,688,725
Net Assets
$372,040,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,321,387
58.2%
Investment Income $2,909,602
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,737,801
35.6%
Net Inventory Sales $0
Other Revenue $29
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $375,578,167
Total Liabilities $3,537,516
Net Assets $372,040,651

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,206,548
Expenses
$90,460,825
Net Income
-$16,254,277
Net Assets
$328,873,397
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,709,925
81.8%
Investment Income $5,462,224
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,015,643
10.8%
Net Inventory Sales $0
Other Revenue $18,756
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $338,274,092
Total Liabilities $9,400,695
Net Assets $328,873,397
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $135,393 $0 $0

Document Links

990
Filed on May 12, 2022

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

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,947,329
Expenses
$98,224,899
Net Income
-$15,277,570
Net Assets
$349,426,443
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,931,163
85.5%
Investment Income $7,687,446
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,316,639
5.2%
Net Inventory Sales $0
Other Revenue $12,081
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $362,000,138
Total Liabilities $12,573,695
Net Assets $349,426,443
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $135,393 $0 $0

Document Links

990
Filed on Sept. 11, 2020

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,905,493
Expenses
$114,973,294
Net Income
-$14,067,801
Net Assets
$351,934,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,838,318
77.1%
Investment Income $7,583,448
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,490,976
15.4%
Net Inventory Sales $0
Other Revenue -$7,249
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $362,242,231
Total Liabilities $10,308,069
Net Assets $351,934,162
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $69,049 $0 $0

Document Links

990
Filed on Sept. 16, 2019

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,398,398
Expenses
$127,210,521
Net Income
-$8,812,123
Net Assets
$387,505,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,932,333
75.1%
Investment Income $7,090,828
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,375,809
18.9%
Net Inventory Sales $0
Other Revenue -$572
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $395,089,783
Total Liabilities $7,584,681
Net Assets $387,505,102
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $61,514 $0 $0

Document Links

990
Filed on Sept. 18, 2018

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

View Filing
XML

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$133,491,589
Expenses
$151,867,260
Net Income
-$18,375,671
Net Assets
$385,216,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,361,389
80.4%
Investment Income $6,518,002
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,605,964
14.7%
Net Inventory Sales $0
Other Revenue $6,234
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $390,549,694
Total Liabilities $5,332,753
Net Assets $385,216,941
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $61,515 $0 $0

Document Links

990
Filed on Sept. 12, 2017

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$124,262,814
Expenses
$152,958,630
Net Income
-$28,695,816
Net Assets
$425,107,482
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $100,625,594
81.0%
Investment Income $6,645,422
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,959,349
13.6%
Net Inventory Sales $0
Other Revenue $32,449
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $428,709,920
Total Liabilities $3,602,438
Net Assets $425,107,482
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $105,890 $0 $0

Document Links

990
Filed on Sept. 7, 2016

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,271,375
Expenses
$143,248,244
Net Income
-$12,976,869
Net Assets
$473,441,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $96,428,785
74.0%
Investment Income $7,713,861
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,124,756
20.1%
Net Inventory Sales $0
Other Revenue $3,973
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $478,071,103
Total Liabilities $4,629,564
Net Assets $473,441,539
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $73,618 $0 $0

Document Links

990
Filed on Sept. 10, 2015

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$156,730,881
Expenses
$160,876,016
Net Income
-$4,145,135
Net Assets
$489,365,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $109,788,993
70.0%
Investment Income $8,183,820
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,706,995
24.7%
Net Inventory Sales $0
Other Revenue $51,073
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $497,132,134
Total Liabilities $7,766,472
Net Assets $489,365,662

Document Links

990
Filed on Oct. 16, 2014

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$170,734,916
Expenses
$210,569,433
Net Income
-$39,834,517
Net Assets
$461,905,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,417,581
2.0%
Program Services $146,225,592
85.6%
Investment Income $8,770,587
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,299,124
7.2%
Net Inventory Sales $0
Other Revenue $22,032
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $43,445
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $467,555,239
Total Liabilities $5,649,683
Net Assets $461,905,556

Document Links

990

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

PDF

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$132,103,825
Expenses
$131,747,506
Net Income
$356,319
Net Assets
$493,211,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,122,637
66.0%
Investment Income $10,235,406
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,733,510
26.3%
Net Inventory Sales $0
Other Revenue $12,272
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $72,363
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $493,572,628
Total Liabilities $360,788
Net Assets $493,211,840

Document Links

990

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

PDF

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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

Fiscal Year Ending Oct.
2004

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