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Aeps Umwa Retiree Medical Tr

  • Pittsburgh, PA
  • Tax-exempt since Sept. 2014
  • EIN: 46-6831338

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
$1.28M (2023)

Expenses
$53.2k (2023)

Total Assets
$52M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2013 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
$1,276,065
Expenses
$53,154
Net Income
$1,222,911
Net Assets
$52,049,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,276,065
100%
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 $25,166
47.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,049,622
Total Liabilities $0
Net Assets $52,049,622
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $25,166 $0 $0

Document Links

990
Filed on Aug. 1, 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
$5,815,723
Expenses
$39,027
Net Income
$5,776,696
Net Assets
$45,697,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,014,944
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,800,779
82.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,448
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,697,575
Total Liabilities $0
Net Assets $45,697,575
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $2,448 $0 $0

Document Links

990
Filed on Nov. 11, 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
$878,594
Expenses
$46,690
Net Income
$831,904
Net Assets
$54,471,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $878,594
100%
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 $19,437
41.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,471,520
Total Liabilities $0
Net Assets $54,471,520
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $19,437 $0 $0

Document Links

990
Filed on Nov. 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
$824,306
Expenses
$28,917
Net Income
$795,389
Net Assets
$48,003,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $824,306
100%
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 $48,003,101
Total Liabilities $0
Net Assets $48,003,101
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

990
Filed on Nov. 16, 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
$963,834
Expenses
$26,142
Net Income
$937,692
Net Assets
$42,184,746
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $963,834
100%
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 $2,470
9.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $42,184,746
Total Liabilities $0
Net Assets $42,184,746
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $2,470 $0 $0

Document Links

990
Filed on Nov. 13, 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
$1,357,818
Expenses
$23,733
Net Income
$1,334,085
Net Assets
$34,849,688
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $477,688
35.2%
Investment Income $880,130
64.8%
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 $2,536
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,849,688
Total Liabilities $0
Net Assets $34,849,688
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $2,536 $0 $0

Document Links

990
Filed on Nov. 14, 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
$819,779
Expenses
$32,570
Net Income
$787,209
Net Assets
$36,801,767
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,622
8.4%
Investment Income $751,157
91.6%
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 $3,165
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $36,801,767
Total Liabilities $0
Net Assets $36,801,767
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $3,165 $0 $0

Document Links

990
Filed on Nov. 14, 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
$1,345,838
Expenses
$9,477
Net Income
$1,336,361
Net Assets
$31,414,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $691,716
51.4%
Investment Income $654,567
48.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$445
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 $31,414,235
Total Liabilities $0
Net Assets $31,414,235
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

990
Filed on Nov. 13, 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
$8,716,819
Expenses
$550,038
Net Income
$8,166,781
Net Assets
$28,974,149
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,149,534
93.5%
Investment Income $551,238
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,047
0.2%
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 $28,974,149
Total Liabilities $0
Net Assets $28,974,149
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

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
$506,680
Expenses
$17,124
Net Income
$489,556
Net Assets
$21,650,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $506,680
100%
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 $21,650,436
Total Liabilities $0
Net Assets $21,650,436
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

990
Filed on Nov. 16, 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
$19,424,653
Expenses
$114,933
Net Income
$19,309,720
Net Assets
$20,656,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,307,311
99.4%
Investment Income $104,749
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,593
0.1%
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 $20,656,218
Total Liabilities $0
Net Assets $20,656,218
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $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)

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.

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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.

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