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Allete And Affiliated Companies Retirees Health Plan A

  • Duluth, MN
  • Tax-exempt since Sept. 1995
  • EIN: 41-6367654

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
$4.63M (2023)

Expenses
$5.39M (2023)

Total Assets
$56.6M (2023)

Total Liabilities
$0 (2023)

Years with missing data
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
$4,631,090
Expenses
$5,390,723
Net Income
-$759,633
Net Assets
$56,555,933
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,168,878
25.2%
Investment Income $1,922,082
41.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,540,130
33.3%
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 $56,555,933
Total Liabilities $0
Net Assets $56,555,933
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Institutional Trustee (Institutional Trustee) $11,033 $0 $0
Don Kozlovski (Director) $0 $0 $0
Laura Krollman (Director) $0 $0 $0
Josh Skelton (Director) $0 $0 $0
Randy Liljegren (Director) $0 $0 $0
Karen Becicka (Director) $0 $0 $0
Chloe Strand (Director) $0 $0 $0
Will Keyes (Director) $0 $0 $0
Kevin Flaherty (Director) $0 $0 $0
Stanley Greer (Director) $0 $0 $0
Jeweleon Tuominen (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 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
$4,570,416
Expenses
$6,037,520
Net Income
-$1,467,104
Net Assets
$59,221,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,290,609
28.2%
Investment Income $1,639,997
35.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,639,810
35.9%
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 $59,221,775
Total Liabilities $0
Net Assets $59,221,775
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Institutional Trustee (Institutional Trustee) $10,853 $0 $0
Don Kozlovski (Director) $0 $0 $0
Laura Krollman (Director) $0 $0 $0
Josh Skelton (Director) $0 $0 $0
Kayla Dillard Arneson (Director) $0 $0 $0
Karen Becicka (Director) $0 $0 $0
Joe Pike (Director) $0 $0 $0
Will Keyes (Director) $0 $0 $0
Kevin Falherty (Director) $0 $0 $0
Stanley Greer (Director) $0 $0 $0
Steve Leino (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 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
$7,036,282
Expenses
$5,297,357
Net Income
$1,738,925
Net Assets
$60,688,880
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,399,324
19.9%
Investment Income $1,501,382
21.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,135,576
58.8%
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 $60,688,880
Total Liabilities $0
Net Assets $60,688,880
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Institutional Trustee (Institutional Trustee) $11,636 $0 $0
Steve Morris (Director) $0 $0 $0
Nicole Johnson (Director) $0 $0 $0
Josh Skelton (Director) $0 $0 $0
Kayla Dillard Arneson (Director) $0 $0 $0
Karen Becicka (Director) $0 $0 $0
Kelly Desormey (Director) $0 $0 $0
Will Keyes (Director) $0 $0 $0
Jordan Marquardt (Director) $0 $0 $0
Angela Langlee (Director) $0 $0 $0
Jeweleon Tuominen (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,399,298
Expenses
$6,891,815
Net Income
-$1,492,517
Net Assets
$58,949,955
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,609,057
29.8%
Investment Income $1,481,021
27.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,309,220
42.8%
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 $58,949,955
Total Liabilities $0
Net Assets $58,949,955
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Institutional Trustee (Institutional Trustee) $13,322 $0 $0
Steve Morris (Director) $0 $0 $0
Nicole Johnson (Director) $0 $0 $0
Josh Skelton (Director) $0 $0 $0
Kayla Dillard Arneson (Director) $0 $0 $0
Karen Becicka (Director) $0 $0 $0
Kelly Desormey (Director) $0 $0 $0
Will Keyes (Director) $0 $0 $0
Jordan Marquardt (Director) $0 $0 $0
Angela Langlee (Director) $0 $0 $0
Jeweleon Tuominen (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 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
$8,202,529
Expenses
$8,092,669
Net Income
$109,860
Net Assets
$60,442,472
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,747,666
21.3%
Investment Income $1,789,246
21.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,665,617
56.9%
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 $60,442,472
Total Liabilities $0
Net Assets $60,442,472

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,437,624
Expenses
$6,371,424
Net Income
$66,200
Net Assets
$60,332,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,010,904
31.2%
Investment Income $1,690,366
26.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,736,354
42.5%
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 $60,332,612
Total Liabilities $0
Net Assets $60,332,612

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,160,842
Expenses
$5,842,776
Net Income
$318,066
Net Assets
$60,266,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,833,456
29.8%
Investment Income $1,577,867
25.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,749,519
44.6%
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 $60,266,413
Total Liabilities $0
Net Assets $60,266,413

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,644,565
Expenses
$6,666,952
Net Income
-$1,022,387
Net Assets
$59,948,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,677,372
29.7%
Investment Income $1,523,712
27.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,443,481
43.3%
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 $59,948,347
Total Liabilities $0
Net Assets $59,948,347

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2015

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.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,361,145
Expenses
$5,387,742
Net Income
$973,403
Net Assets
$62,324,810
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,026,059
31.9%
Investment Income $1,346,387
21.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,988,699
47.0%
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 $62,324,810
Total Liabilities $0
Net Assets $62,324,810

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,515,854
Expenses
$4,716,140
Net Income
$7,799,714
Net Assets
$61,351,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,553,820
76.3%
Investment Income $1,294,270
10.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,667,764
13.3%
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 $61,351,407
Total Liabilities $0
Net Assets $61,351,407

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,229,921
Expenses
$4,462,036
Net Income
-$1,232,115
Net Assets
$52,900,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,174,245
67.3%
Investment Income $1,055,676
32.7%
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 $9,914
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,900,689
Total Liabilities $0
Net Assets $52,900,689

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
$8,201,786
Expenses
$4,410,885
Net Income
$3,790,901
Net Assets
$53,673,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,795,817
82.9%
Investment Income $1,134,615
13.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $271,354
3.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,530
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $53,673,123
Total Liabilities $0
Net Assets $53,673,123

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

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

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