Skip to content
ProPublica Donate
ProPublica Donate

Mrt Welfare Benefit Trust

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 / Mutual Insurance Company or Association (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$259k (2023)

Expenses
$207k (2023)

Total Assets
$7.64M (2023)

Total Liabilities
$0 (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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$258,964
Expenses
$207,422
Net Income
$51,542
Net Assets
$7,637,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,395
24.1%
Investment Income $189,237
73.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,332
2.8%
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 $7,637,518
Total Liabilities $0
Net Assets $7,637,518
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $2,970 $0 $0
Brad Tutunjian (Chairman) $0 $0 $0
Bertha Villatoro (Committee Member) $0 $0 $0
Nathan Brownell (Committee Member) $0 $0 $0
Richard C Leger (Committee Member) $0 $0 $0
Jacqueline M Richert (Committee Member) $0 $0 $0
Stephany Lin Abney (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,972
Expenses
$228,668
Net Income
$26,304
Net Assets
$7,092,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,367
30.0%
Investment Income $165,804
65.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$31,160
Net Inventory Sales $0
Other Revenue $43,961
17.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,092,581
Total Liabilities $0
Net Assets $7,092,581
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $2,230 $0 $0
Valentine A Emesih (Committee Member) $0 $0 $0
Brad Tutunjian (Chairman) $0 $0 $0
Richard C Leger (Committee Member) $0 $0 $0
Jacqueline M Richert (Committee Member) $0 $0 $0
Bertha Villatoro (Committee Member) $0 $0 $0
Stephany Lin Abney (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$291,067
Expenses
$183,551
Net Income
$107,516
Net Assets
$7,946,011
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,770
27.7%
Investment Income $152,887
52.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $57,410
19.7%
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 $7,946,011
Total Liabilities $0
Net Assets $7,946,011
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $3,702 $0 $0
Valentine A Emesih (Committee Member) $0 $0 $0
Brad Tutunjian (Chairman) $0 $0 $0
Richard C Leger (Committee Member) $0 $0 $0
Jacqueline M Richert (Committee Member) $0 $0 $0
Bertha Villatoro (Committee Member) $0 $0 $0
Vincent A Mercaldi (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,216
Expenses
$199,081
Net Income
$93,135
Net Assets
$7,596,652
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,018
21.2%
Investment Income $159,365
54.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70,833
24.2%
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 $7,596,652
Total Liabilities $0
Net Assets $7,596,652
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $6,022 $0 $0
Julienne Sugarek (Chairman) $0 $0 $0
Brad Tutunjian (Committee Member) $0 $0 $0
Carla Kneipp (Committee Member) $0 $0 $0
Lynne Harkel Rumford (Committee Member) $0 $0 $0
Stephany Lin Abney (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$303,353
Expenses
$276,197
Net Income
$27,156
Net Assets
$7,108,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $90,521
29.8%
Investment Income $173,709
57.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $39,123
12.9%
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 $7,108,167
Total Liabilities $0
Net Assets $7,108,167
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company (Trustee) $3,770 $0 $0
Julienne Sugarek (Chairman) $0 $0 $0
Brad Tutunjian (Committee Member) $0 $0 $0
Carla Kneipp (Committee Member) $0 $0 $0
Lynn Harkel Rumford (Committee Member) $0 $0 $0
Stephany Lin Abney (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$330,035
Expenses
$435,722
Net Income
-$105,687
Net Assets
$6,532,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $102,251
31.0%
Investment Income $179,783
54.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $48,001
14.5%
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 $6,532,161
Total Liabilities $0
Net Assets $6,532,161
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company The Northern Trust (Trustee) $1,500 $0 $0
William D Rogers (Chairman) $0 $0 $0
John Kellum (Committee Me) $0 $0 $0
Carla Kneipp (Committee Me) $0 $0 $0
Lynn Harkel Rumford (Committee Me) $0 $0 $0
Randy Pryor (Committee Me) $0 $0 $0
Julienne Sugarek (Committee Me) $0 $0 $0
Stephany Lin Abney (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$564,955
Expenses
$428,856
Net Income
$136,099
Net Assets
$6,870,451
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,646
18.3%
Investment Income $175,534
31.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $285,775
50.6%
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 $6,870,451
Total Liabilities $0
Net Assets $6,870,451
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company The Northern Trust (Trustee) $3,044 $0 $0
William D Rogers (Chairman) $0 $0 $0
John Kellum (Committee Me) $0 $0 $0
Carla Kneipp (Committee Me) $0 $0 $0
Lynn Harkel Rumford (Committee Me) $0 $0 $0
Randy Pryor (Committee Me) $0 $0 $0
Stephany Lin Abney (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$425,254
Expenses
$775,138
Net Income
-$349,884
Net Assets
$6,683,030
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $152,627
35.9%
Investment Income $183,093
43.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $89,534
21.1%
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 $6,683,030
Total Liabilities $0
Net Assets $6,683,030
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company The Northern Trust (Trustee) $3,040 $0 $0
Joseph Mcgoldrick (Chairman) $0 $0 $0
Kristie Colvin (Committee Me) $0 $0 $0
Susan Ortenstone (Committee Me) $0 $0 $0
Lynne Harkel Rumford (Secretary) $0 $0 $0
Carla Kneipp (Committee Me) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$422,333
Expenses
$630,929
Net Income
-$208,596
Net Assets
$7,093,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $161,095
38.1%
Investment Income $197,634
46.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $63,604
15.1%
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 $7,093,379
Total Liabilities $0
Net Assets $7,093,379
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company The Northern Trust (Trustee) $3,070 $0 $0
Joseph Mcgoldrick (Chairman) $0 $0 $0
Kristie Colvin (Committee Me) $0 $0 $0
Susan Ortenstone (Committee Me) $0 $0 $0
Lynne Harkel Rumford (Secretary) $0 $0 $0
Carla Kneipp (Committee Me) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$423,777
Expenses
$673,898
Net Income
-$250,121
Net Assets
$7,396,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $141,988
33.5%
Investment Income $212,629
50.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $69,160
16.3%
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 $7,396,460
Total Liabilities $0
Net Assets $7,396,460
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company The Northern Trust (Trustee) $3,060 $0 $0
Joseph Mcgoldrick (Chairman) $0 $0 $0
Kristie Colvin (Committee Me) $0 $0 $0
Susan Ortenstone (Committee Me) $0 $0 $0
Lynne Harkel Rumford (Secretary) $0 $0 $0
Carla Kneipp (Committee Me) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$927,412
Expenses
$635,632
Net Income
$291,780
Net Assets
$7,332,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $652,387
70.3%
Investment Income $80,071
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $194,954
21.0%
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 $7,332,725
Total Liabilities $0
Net Assets $7,332,725
Compensation
Key Employees and Officers Compensation Related Other
The Northern Trust Company The Northern Trust (Trustee) $3,060 $0 $0
Marc Kilbride (Chairman) $0 $0 $0
Walter Fitzgerald (Committee Me) $0 $0 $0
Dean Woods (Committee Me) $0 $0 $0
Lynne Harkel Rumford (Secretary) $0 $0 $0
Carla Kneipp (Committee Me) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,182,029
Expenses
$657,838
Net Income
$524,191
Net Assets
$6,888,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $820,690
69.4%
Investment Income $320,150
27.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $41,171
3.5%
Net Inventory Sales $0
Other Revenue $18
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,888,372
Total Liabilities $0
Net Assets $6,888,372

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,064,388
Expenses
$776,633
Net Income
$287,755
Net Assets
$6,224,035
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $835,285
78.5%
Investment Income $193,894
18.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,209
3.3%
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 $6,224,035
Total Liabilities $0
Net Assets $6,224,035

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,100,729
Expenses
$902,543
Net Income
$198,186
Net Assets
$5,784,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $840,620
76.4%
Investment Income $229,913
20.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30,196
2.7%
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 $5,784,498
Total Liabilities $0
Net Assets $5,784,498

Document Links

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

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

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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

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 »