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Occupations Health And Welfare Tr

  • Middletown, NY
  • Tax-exempt since Dec. 2011
  • EIN: 45-6271549

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
$362k (2024)

Expenses
$529k (2024)

Total Assets
$1.1M (2024)

Total Liabilities
$68.8k (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$361,646
Expenses
$529,284
Net Income
-$167,638
Net Assets
$1,032,455
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $302,495
83.6%
Investment Income $59,151
16.4%
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 $1,101,253
Total Liabilities $68,798
Net Assets $1,032,455
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $3,000 $0 $0

Document Links

990
Filed on Sept. 11, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,073
Expenses
$144,499
Net Income
$155,574
Net Assets
$1,200,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $246,957
82.3%
Investment Income $53,116
17.7%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,370,583
Total Liabilities $170,489
Net Assets $1,200,094
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $3,000 $0 $0

Document Links

990
Filed on Aug. 9, 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
$257,597
Expenses
$140,730
Net Income
$116,867
Net Assets
$1,044,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $242,685
94.2%
Investment Income $14,912
5.8%
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 $1,164,997
Total Liabilities $120,477
Net Assets $1,044,520
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $3,000 $0 $0

Document Links

990
Filed on Nov. 2, 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
$246,538
Expenses
$163,544
Net Income
$82,994
Net Assets
$930,491
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $246,334
99.9%
Investment Income $204
0.1%
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 $1,121,181
Total Liabilities $190,690
Net Assets $930,491
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $0 $0 $0

Document Links

990
Filed on Aug. 15, 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
$319,533
Expenses
$192,135
Net Income
$127,398
Net Assets
$841,745
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $317,591
99.4%
Investment Income $1,942
0.6%
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 $988,715
Total Liabilities $146,970
Net Assets $841,745
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $0 $0 $0

Document Links

990
Filed on Nov. 4, 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
$255,527
Expenses
$182,453
Net Income
$73,074
Net Assets
$712,753
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $244,229
95.6%
Investment Income $11,298
4.4%
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 $731,554
Total Liabilities $18,801
Net Assets $712,753
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $3,000 $0 $0

Document Links

990
Filed on Nov. 3, 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
$271,200
Expenses
$161,813
Net Income
$109,387
Net Assets
$639,679
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $263,028
97.0%
Investment Income $8,172
3.0%
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 $650,859
Total Liabilities $11,180
Net Assets $639,679
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $3,000 $0 $0

Document Links

990
Filed on Nov. 5, 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
$287,597
Expenses
$194,964
Net Income
$92,633
Net Assets
$530,292
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $285,874
99.4%
Investment Income $1,723
0.6%
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 $591,463
Total Liabilities $61,171
Net Assets $530,292
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $3,000 $0 $0

Document Links

990
Filed on Aug. 1, 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
$282,368
Expenses
$212,969
Net Income
$69,399
Net Assets
$437,453
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $281,587
99.7%
Investment Income $781
0.3%
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 $438,973
Total Liabilities $1,520
Net Assets $437,453
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Vp & Trust Officer) $4,273 $0 $0

Document Links

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
$279,047
Expenses
$302,724
Net Income
-$23,677
Net Assets
$368,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $279,010
100.0%
Investment Income $37
0.0%
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 $404,999
Total Liabilities $36,945
Net Assets $368,054
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Vp & Trust Officer) $0 $0 $0

Document Links

990
Filed on Oct. 25, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$789,048
Expenses
$843,380
Net Income
-$54,332
Net Assets
$391,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $789,005
100.0%
Investment Income $43
0.0%
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 $426,169
Total Liabilities $34,438
Net Assets $391,731
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Vp & Trust Officer) $3,000 $0 $0

Document Links

990
Filed on Nov. 9, 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
$825,391
Expenses
$836,683
Net Income
-$11,292
Net Assets
$446,063
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $825,344
100.0%
Investment Income $47
0.0%
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 $445,913
Total Liabilities -$150
Net Assets $446,063
Compensation
Key Employees and Officers Compensation Related Other
Comerica Bank (Vp & Trust Officer) $3,000 $0 $0

Document Links

990
Filed on Oct. 29, 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
$719,676
Expenses
$744,248
Net Income
-$24,572
Net Assets
$457,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $719,630
100.0%
Investment Income $46
0.0%
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 $456,875
Total Liabilities -$480
Net Assets $457,355

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
$448,611
Expenses
$448,611
Net Income
$0
Net Assets
$481,899
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $448,573
100.0%
Investment Income $38
0.0%
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 $486,236
Total Liabilities $4,337
Net Assets $481,899

Document Links

990

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

PDF

About This Data

What Is 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.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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.

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