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Enbridge Employee Services Inc Welfare Benefit Plans 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.

Summary charts: organization finances over time

Revenue
$72.1M (2023)

Expenses
$72M (2023)

Total Assets
$133M (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
$72,083,476
Expenses
$71,997,683
Net Income
$85,793
Net Assets
$132,608,073
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,811,350
87.1%
Investment Income $4,644,032
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,628,094
6.4%
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 $132,608,073
Total Liabilities $0
Net Assets $132,608,073
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $37,351 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,731,208
Expenses
$71,771,094
Net Income
$4,960,114
Net Assets
$127,590,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,131,214
92.7%
Investment Income $2,648,198
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,951,796
3.8%
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 $127,590,038
Total Liabilities $0
Net Assets $127,590,038
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $62,917 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,097,637
Expenses
$64,340,835
Net Income
$38,756,802
Net Assets
$140,384,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,615,660
86.9%
Investment Income $2,159,726
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,322,251
11.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $37,339
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $140,384,426
Total Liabilities $0
Net Assets $140,384,426
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $37,339 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,239,467
Expenses
$27,118,759
Net Income
$5,120,708
Net Assets
$104,862,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,315,636
81.6%
Investment Income $1,908,282
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,015,381
12.5%
Net Inventory Sales $0
Other Revenue $168
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,970
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $104,862,719
Total Liabilities $0
Net Assets $104,862,719
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $2,970 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,697,163
Expenses
$34,045,649
Net Income
$7,651,514
Net Assets
$97,042,732
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,286,404
79.8%
Investment Income $2,956,769
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,453,975
13.1%
Net Inventory Sales $0
Other Revenue $15
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $36,335
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,042,732
Total Liabilities $0
Net Assets $97,042,732
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York M (Trustee See Sch O) $36,335 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,199,079
Expenses
$31,891,261
Net Income
$2,307,818
Net Assets
$98,178,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,990,419
78.9%
Investment Income $2,612,684
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,596,003
13.4%
Net Inventory Sales $0
Other Revenue -$27
Notable Expenses Percent of Total Expenses
Executive Compensation $37,928
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,178,162
Total Liabilities $0
Net Assets $98,178,162
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $37,928 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,352,759
Expenses
$40,399,924
Net Income
$4,952,835
Net Assets
$107,468,854
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,427,950
78.1%
Investment Income $2,423,461
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,500,711
16.5%
Net Inventory Sales $0
Other Revenue $637
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $55,688
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $107,468,854
Total Liabilities $0
Net Assets $107,468,854
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $55,668 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,226,929
Expenses
$41,750,533
Net Income
$5,476,396
Net Assets
$98,950,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,887,623
88.7%
Investment Income $2,176,292
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,162,983
6.7%
Net Inventory Sales $0
Other Revenue $31
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,328
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,950,979
Total Liabilities $0
Net Assets $98,950,979
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $6,328 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,249,032
Expenses
$42,913,888
Net Income
$3,335,144
Net Assets
$94,603,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,288,277
87.1%
Investment Income $2,150,587
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,810,458
8.2%
Net Inventory Sales $0
Other Revenue -$290
Notable Expenses Percent of Total Expenses
Executive Compensation $30,283
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $94,728,383
Total Liabilities $124,941
Net Assets $94,603,442
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $30,283 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,643,118
Expenses
$42,444,259
Net Income
$5,198,859
Net Assets
$97,212,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,961,863
88.1%
Investment Income $2,287,301
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,394,192
7.1%
Net Inventory Sales $0
Other Revenue -$238
Notable Expenses Percent of Total Expenses
Executive Compensation $29,751
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $97,212,717
Total Liabilities $0
Net Assets $97,212,717
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $29,751 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,265,643
Expenses
$37,329,240
Net Income
$7,936,403
Net Assets
$92,593,020
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,385,998
87.0%
Investment Income $1,869,146
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,010,536
8.9%
Net Inventory Sales $0
Other Revenue -$37
Notable Expenses Percent of Total Expenses
Executive Compensation $8,173
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,593,020
Total Liabilities $0
Net Assets $92,593,020
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee See Sch O) $8,173 $0 $0
Karen Radford (Director) $0 $0 $0
Terrance L Mcgill (Director) $0 $0 $0
Stephen J Wuori (Director) $0 $0 $0
Rick Greenawalt (President) $0 $0 $0
Chris Kaitson (Vp Law & Assistant Secretary) $0 $0 $0
Bruce A Stevenson (Vp & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,304,591
Expenses
$30,942,397
Net Income
$11,362,194
Net Assets
$82,647,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,699,532
93.8%
Investment Income $1,642,743
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $960,919
2.3%
Net Inventory Sales $0
Other Revenue $1,397
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $10,939
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,647,245
Total Liabilities $0
Net Assets $82,647,245

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,761,482
Expenses
$29,679,328
Net Income
$8,082,154
Net Assets
$67,723,493
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,218,744
95.9%
Investment Income $1,451,622
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $83,895
0.2%
Net Inventory Sales $0
Other Revenue $7,221
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $8,035
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $67,723,493
Total Liabilities $0
Net Assets $67,723,493

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,978,561
Expenses
$25,649,863
Net Income
$16,328,698
Net Assets
$60,785,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,641,297
84.9%
Investment Income $1,128,124
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,070,648
12.1%
Net Inventory Sales $0
Other Revenue $138,492
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $10,555
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $60,785,209
Total Liabilities $0
Net Assets $60,785,209

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 »

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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.
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  • 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.

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