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The Health & Welfare Benefits Trust For Certain Retired Employees Of

  • Pittsburgh, PA
  • Tax-exempt since Sept. 2007
  • EIN: 37-1542425

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 / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$3.96M (2023)

Expenses
$3.03M (2023)

Total Assets
$27.9M (2023)

Total Liabilities
$6.6k (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
$3,963,156
Expenses
$3,029,393
Net Income
$933,763
Net Assets
$27,854,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,085,947
77.9%
Investment Income $964,826
24.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$87,617
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 $27,860,978
Total Liabilities $6,598
Net Assets $27,854,380
Compensation
Key Employees and Officers Compensation Related Other
Mark Goodwin (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
Kathy Karinen (Trustee) $0 $0 $0
David Kins (Trustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
Chris Youngmark (Trustee) $0 $0 $0
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Document Links

990
Filed on Oct. 14, 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
$3,096,818
Expenses
$3,243,732
Net Income
-$146,914
Net Assets
$24,423,031
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,828,080
91.3%
Investment Income $690,320
22.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$421,582
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 $24,427,377
Total Liabilities $4,346
Net Assets $24,423,031
Compensation
Key Employees and Officers Compensation Related Other
Mark Goodwin (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
Kathy Karinen (Trustee) $0 $0 $0
David Kins (Trustee) $0 $0 $0
Christopher Sepp (Trustee (Thru 3/21/2022)) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
Chris Youngmark (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 14, 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
$3,950,937
Expenses
$3,342,010
Net Income
$608,927
Net Assets
$27,824,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,816,250
71.3%
Investment Income $583,558
14.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $551,129
13.9%
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 $27,835,327
Total Liabilities $10,330
Net Assets $27,824,997
Compensation
Key Employees and Officers Compensation Related Other
Mark Goodwin (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
Katherine G Horigan (Trustee) $0 $0 $0
David Kins (Trustee) $0 $0 $0
Christopher Sepp (Trustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
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990
Filed on Nov. 2, 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
$4,162,583
Expenses
$3,308,569
Net Income
$854,014
Net Assets
$26,287,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,965,234
71.2%
Investment Income $871,104
20.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $326,245
7.8%
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 $26,291,574
Total Liabilities $4,051
Net Assets $26,287,523
Compensation
Key Employees and Officers Compensation Related Other
Mark Goodwin (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
Katherine G Horigan (Trustee) $0 $0 $0
Davis Kins (Trustee) $0 $0 $0
Christopher Sepp (Trustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
+ View more people

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990
Filed on Oct. 20, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,890,154
Expenses
$3,565,531
Net Income
$324,623
Net Assets
$24,024,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,037,548
78.1%
Investment Income $759,805
19.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $92,801
2.4%
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 $24,029,308
Total Liabilities $4,832
Net Assets $24,024,476
Compensation
Key Employees and Officers Compensation Related Other
Mark Goodwin (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
Katherine G Horigan (Trustee) $0 $0 $0
Davis Kins (Trustee) $0 $0 $0
Christopher Sepp (Trustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
+ View more people

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990
Filed on Nov. 16, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,794,929
Expenses
$3,816,084
Net Income
-$21,155
Net Assets
$21,503,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,097,611
81.6%
Investment Income $596,448
15.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $100,870
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 $21,507,206
Total Liabilities $3,532
Net Assets $21,503,674
Compensation
Key Employees and Officers Compensation Related Other
Clay Collins (Co Chairman (Thru 10/2018)) $0 $0 $0
Thomas F Duzak (Co Chairman) $0 $0 $0
Mark Goodwin (Co Chairman (As Of 11/2018)) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
Davis Kins (Trustee) $0 $0 $0
Christopher Sepp (Trustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 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
$3,399,155
Expenses
$3,928,080
Net Income
-$528,925
Net Assets
$23,042,486
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,904,219
85.4%
Investment Income $579,883
17.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$84,947
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 $23,051,582
Total Liabilities $9,096
Net Assets $23,042,486
Compensation
Key Employees and Officers Compensation Related Other
Clay Collins (Co Chairman) $0 $0 $0
Thomas F Duzak (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
Davis Kins (Trustee) $0 $0 $0
Christopher Stepp (Trustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
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990
Filed on Nov. 1, 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
$3,129,793
Expenses
$4,458,281
Net Income
-$1,328,488
Net Assets
$21,725,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,444,160
78.1%
Investment Income $731,621
23.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$45,988
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 $21,730,077
Total Liabilities $4,543
Net Assets $21,725,534
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
David Kins (Trustee) $0 $0 $0
Jason Combes (Co Chairman) $0 $0 $0
Cori Petersen (T Rustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
Christopher Sepp (T Rustee) $0 $0 $0
Clay Collins (Co C Hairman) $0 $0 $0
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990
Filed on Nov. 14, 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
$3,442,685
Expenses
$4,634,798
Net Income
-$1,192,113
Net Assets
$22,058,786
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,542,509
73.9%
Investment Income $820,323
23.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $79,853
2.3%
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 $22,065,192
Total Liabilities $6,406
Net Assets $22,058,786
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
David Kins (Trustee) $0 $0 $0
Jason Combes (Co Chairman) $0 $0 $0
Cori Petersen (T Rustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
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990
Filed on Nov. 15, 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
$7,242,374
Expenses
$4,463,717
Net Income
$2,778,657
Net Assets
$24,681,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,432,336
33.6%
Investment Income $707,245
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,102,793
56.6%
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 $24,684,819
Total Liabilities $3,300
Net Assets $24,681,519
Compensation
Key Employees and Officers Compensation Related Other
Thomas F Duzak (Co Chairman) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
David Kins (Trustee) $0 $0 $0
Dustin Rissmiller (Trustee) $0 $0 $0
Jason Combes (Trustee) $0 $0 $0
Cori Petersen (Trustee) $0 $0 $0
Adam Tanner (Trustee) $0 $0 $0
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990
Filed on Nov. 11, 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
$4,242,666
Expenses
$4,323,170
Net Income
-$80,504
Net Assets
$25,633,900
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,470,717
58.2%
Investment Income $643,723
15.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,128,226
26.6%
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 $25,633,900
Total Liabilities $0
Net Assets $25,633,900
Compensation
Key Employees and Officers Compensation Related Other
Thomas Duzak (Co Chairman) $0 $0 $0
Susan Springer (Trustee) $0 $0 $0
Wayne Holland (Trustee) $0 $0 $0
David Kins (Trustee) $0 $0 $0
Dustin Rissmiller (Trustee) $0 $0 $0
Lynn Cardy Yates (Trustee) $0 $0 $0
Jason Combes (Trustee) $0 $0 $0
Cori Peterson (Trustee) $0 $0 $0
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990
Filed on Nov. 5, 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
$5,104,255
Expenses
$3,039,191
Net Income
$2,065,064
Net Assets
$25,002,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,372,975
46.5%
Investment Income $707,710
13.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,023,570
39.6%
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 $25,006,702
Total Liabilities $4,053
Net Assets $25,002,649

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
$3,086,902
Expenses
$2,957,455
Net Income
$129,447
Net Assets
$23,175,487
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,549,778
82.6%
Investment Income $537,124
17.4%
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 $23,175,537
Total Liabilities $50
Net Assets $23,175,487

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

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