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Ameren Health & Welfare Trust

  • Saint Louis, MO
  • Tax-exempt since Dec. 1997
  • EIN: 04-3294359

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
$173M (2022)

Expenses
$184M (2022)

Total Assets
$740M (2022)

Total Liabilities
$276k (2022)

Source: Form 990 tax filings from 2010 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
$173,340,079
Expenses
$183,577,512
Net Income
-$10,237,433
Net Assets
$739,791,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $149,438,035
86.2%
Investment Income $13,300,774
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,601,270
6.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $71,673
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $740,068,258
Total Liabilities $276,288
Net Assets $739,791,970
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $71,673 $0 $0

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
$180,801,969
Expenses
$175,915,366
Net Income
$4,886,603
Net Assets
$899,946,215
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $141,227,565
78.1%
Investment Income $13,922,766
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,651,638
14.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $78,521
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $900,119,416
Total Liabilities $173,201
Net Assets $899,946,215
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $78,521 $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 Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$168,618,744
Expenses
$175,544,367
Net Income
-$6,925,623
Net Assets
$858,043,882
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $141,698,948
84.0%
Investment Income $9,757,437
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,162,359
10.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $27,970
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $858,436,210
Total Liabilities $392,328
Net Assets $858,043,882
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $27,970 $0 $0

Document Links

990
Filed on Nov. 15, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$231,360,264
Expenses
$182,282,551
Net Income
$49,077,713
Net Assets
$780,984,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $143,770,900
62.1%
Investment Income $17,232,037
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70,311,826
30.4%
Net Inventory Sales $0
Other Revenue $45,501
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $122,621
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $781,180,072
Total Liabilities $195,414
Net Assets $780,984,658
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $122,621 $0 $0

Document Links

990
Filed on Oct. 28, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$174,478,614
Expenses
$175,080,094
Net Income
-$601,480
Net Assets
$679,213,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $136,517,567
78.2%
Investment Income $15,640,306
9.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,252,984
12.8%
Net Inventory Sales $0
Other Revenue $67,757
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $137,527
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $694,656,368
Total Liabilities $15,443,358
Net Assets $679,213,010
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $137,527 $0 $0

Document Links

990
Filed on Nov. 13, 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
$179,773,414
Expenses
$171,203,892
Net Income
$8,569,522
Net Assets
$755,806,753
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $137,988,657
76.8%
Investment Income $14,928,821
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,789,938
14.9%
Net Inventory Sales $0
Other Revenue $65,998
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $202,413
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $808,102,471
Total Liabilities $52,295,718
Net Assets $755,806,753
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $202,413 $0 $0

Document Links

990
Filed on Oct. 23, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$187,577,379
Expenses
$161,183,404
Net Income
$26,393,975
Net Assets
$680,683,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $129,808,644
69.2%
Investment Income $14,707,956
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,971,550
22.9%
Net Inventory Sales $0
Other Revenue $89,229
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $65,417
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $731,229,774
Total Liabilities $50,546,348
Net Assets $680,683,426
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $65,417 $0 $0

Document Links

990
Filed on Nov. 1, 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
$173,865,840
Expenses
$164,372,932
Net Income
$9,492,908
Net Assets
$662,766,148
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $147,146,732
84.6%
Investment Income $15,483,937
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,107,989
6.4%
Net Inventory Sales $0
Other Revenue $127,182
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $141,029
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $712,113,048
Total Liabilities $49,346,900
Net Assets $662,766,148
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee) $141,029 $0 $0

Document Links

990
Filed on Nov. 9, 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
$182,781,260
Expenses
$166,582,743
Net Income
$16,198,517
Net Assets
$685,729,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $134,465,392
73.6%
Investment Income $14,601,855
8.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,676,295
18.4%
Net Inventory Sales $0
Other Revenue $37,718
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $136,321
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $775,809,423
Total Liabilities $90,079,801
Net Assets $685,729,622
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $136,321 $0 $0

Document Links

990
Filed on Nov. 13, 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
$187,432,803
Expenses
$165,367,757
Net Income
$22,065,046
Net Assets
$680,965,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $149,073,048
79.5%
Investment Income $13,735,181
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $24,833,609
13.2%
Net Inventory Sales $0
Other Revenue -$209,035
Notable Expenses Percent of Total Expenses
Executive Compensation $109,049
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $750,723,717
Total Liabilities $69,758,608
Net Assets $680,965,109
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $109,049 $0 $0

Document Links

990
Filed on Nov. 17, 2014

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$168,240,675
Expenses
$161,092,738
Net Income
$7,147,937
Net Assets
$596,557,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $141,859,674
84.3%
Investment Income $13,992,752
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,146,216
7.2%
Net Inventory Sales $0
Other Revenue $242,033
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $93,659
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $670,447,510
Total Liabilities $73,890,068
Net Assets $596,557,442

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
$215,753,982
Expenses
$152,337,409
Net Income
$63,416,573
Net Assets
$545,139,954
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $204,498,481
94.8%
Investment Income $13,538,976
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,283,475
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $91,980
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $602,897,574
Total Liabilities $57,757,620
Net Assets $545,139,954

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$180,733,298
Expenses
$168,039,714
Net Income
$12,693,584
Net Assets
$495,219,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $155,278,435
85.9%
Investment Income $12,216,847
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,238,016
7.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $95,734
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $512,052,427
Total Liabilities $16,832,590
Net Assets $495,219,837

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