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Post Ret Healthcare Benefit Tr For Bargaining Unit Oncor Participants

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
$2.14M (2023)

Expenses
$4.86M (2023)

Total Assets
$24.2M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2014 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
$2,138,588
Expenses
$4,858,087
Net Income
-$2,719,499
Net Assets
$24,184,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,231,345
57.6%
Investment Income $768,224
35.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $139,019
6.5%
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 $24,184,963
Total Liabilities $0
Net Assets $24,184,963
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,699,604
Expenses
$2,805,625
Net Income
-$106,021
Net Assets
$26,904,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $999,460
37.0%
Investment Income $681,526
25.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,014,000
37.6%
Net Inventory Sales $0
Other Revenue $4,618
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,904,462
Total Liabilities $0
Net Assets $26,904,462
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,009,549
Expenses
$4,430,302
Net Income
-$420,753
Net Assets
$27,010,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,001,200
25.0%
Investment Income $655,499
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,352,850
58.7%
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 $27,010,483
Total Liabilities $0
Net Assets $27,010,483
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,092,131
Expenses
$4,488,106
Net Income
-$1,395,975
Net Assets
$27,431,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $975,169
31.5%
Investment Income $586,951
19.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,530,011
49.5%
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 $27,431,236
Total Liabilities $0
Net Assets $27,431,236
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,950,873
Expenses
$5,500,589
Net Income
-$2,549,716
Net Assets
$28,827,211
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,049,943
35.6%
Investment Income $971,554
32.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $929,376
31.5%
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 $28,827,211
Total Liabilities $0
Net Assets $28,827,211
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (See Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,025,392
Expenses
$4,402,225
Net Income
-$376,833
Net Assets
$31,376,927
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,065,695
26.5%
Investment Income $862,500
21.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,097,197
52.1%
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 $31,376,927
Total Liabilities $0
Net Assets $31,376,927
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,387,233
Expenses
$8,629,762
Net Income
-$1,242,529
Net Assets
$31,753,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,278,630
44.4%
Investment Income $781,753
10.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,326,850
45.0%
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 $31,753,760
Total Liabilities $0
Net Assets $31,753,760
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,185,584
Expenses
$10,413,848
Net Income
-$5,228,264
Net Assets
$32,996,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,465,306
66.8%
Investment Income $935,764
18.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $784,514
15.1%
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 $32,996,289
Total Liabilities $0
Net Assets $32,996,289
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,373,047
Expenses
$11,607,239
Net Income
-$4,234,192
Net Assets
$36,867,899
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,055,915
41.4%
Investment Income $956,557
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,360,575
45.6%
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 $36,867,899
Total Liabilities $0
Net Assets $36,867,899
Compensation
Key Employees and Officers Compensation Related Other
The Bank Of New York Mellon (Trustee (Schedule O)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,732,747
Expenses
$7,827,218
Net Income
-$4,094,471
Net Assets
$39,903,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $276,594
7.4%
Investment Income $1,228,646
32.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,227,507
59.7%
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 $39,903,496
Total Liabilities $0
Net Assets $39,903,496

Document Links

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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