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Association Health And Welfare Veba Master Tr

James R Lavelle Jr Ttee
  • Louisville, KY
  • Tax-exempt since Nov. 2014
  • EIN: 46-7130790

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
$10M (2024)

Expenses
$9.98M (2024)

Total Assets
$350k (2024)

Total Liabilities
$81.4k (2024)

Source: Form 990 tax filings from 2014 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 Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,998,956
Expenses
$9,975,057
Net Income
$23,899
Net Assets
$268,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,998,956
100%
Investment Income $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 $350,179
Total Liabilities $81,373
Net Assets $268,806
Compensation
Key Employees and Officers Compensation Related Other
Stephen Gregory (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0
Jacob Julius (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 29, 2025

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

View Filing
XML

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,958,458
Expenses
$9,931,855
Net Income
$26,603
Net Assets
$244,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,958,458
100%
Investment Income $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 $429,850
Total Liabilities $184,943
Net Assets $244,907
Compensation
Key Employees and Officers Compensation Related Other
Stephen Gregory (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0
Jacob Julius (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 4, 2024

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

View Filing
XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,061,571
Expenses
$11,070,814
Net Income
-$9,243
Net Assets
$218,304
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,061,571
100%
Investment Income $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 $448,081
Total Liabilities $229,777
Net Assets $218,304
Compensation
Key Employees and Officers Compensation Related Other
Steve Church (Trustee) $0 $0 $0
Steve Gregory (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 8, 2023

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

View Filing
XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,005,674
Expenses
$11,031,059
Net Income
-$25,385
Net Assets
$120,242
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,005,674
100%
Investment Income $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 $236,440
Total Liabilities $116,198
Net Assets $120,242
Compensation
Key Employees and Officers Compensation Related Other
Steve Gregory (Trustee) $0 $0 $0
Margaret Howser (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 12, 2022

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,882,944
Expenses
$9,832,820
Net Income
$50,124
Net Assets
$145,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,882,944
100%
Investment Income $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 $203,835
Total Liabilities $58,208
Net Assets $145,627
Compensation
Key Employees and Officers Compensation Related Other
Stephen P Church (Trustee) $0 $0 $0
Steve Gregory (Trustee) $0 $0 $0
Margaret Howser (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0
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Document Links

990
Filed on Aug. 23, 2021

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

View Filing
XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,506,301
Expenses
$9,502,690
Net Income
$3,611
Net Assets
$95,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,506,301
100%
Investment Income $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 $1,046,850
Total Liabilities $951,347
Net Assets $95,503
Compensation
Key Employees and Officers Compensation Related Other
Stephen P Church (Trustee) $0 $0 $0
Margaret Howser (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0

Document Links

990
Filed on July 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,667,225
Expenses
$10,650,869
Net Income
$16,356
Net Assets
$91,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,667,225
100%
Investment Income $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 $332,589
Total Liabilities $240,697
Net Assets $91,892
Compensation
Key Employees and Officers Compensation Related Other
Stephen P Church (Trustee) $0 $0 $0
Margaret Howser (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0

Document Links

990
Filed on July 29, 2019

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,095,335
Expenses
$8,078,990
Net Income
$16,345
Net Assets
$75,536
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,095,060
100.0%
Investment Income $275
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 $152,871
Total Liabilities $77,335
Net Assets $75,536
Compensation
Key Employees and Officers Compensation Related Other
Stephen P Church (Trustee) $0 $0 $0
Margaret Howser (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0

Document Links

990
Filed on July 23, 2018

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,444,035
Expenses
$6,435,389
Net Income
$8,646
Net Assets
$59,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,444,023
100.0%
Investment Income $12
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 $240,415
Total Liabilities $181,224
Net Assets $59,191
Compensation
Key Employees and Officers Compensation Related Other
James Lavelle (Trustee) $0 $0 $0
Margaret Howser (Trustee) $0 $0 $0
J Trent Hunt (Trustee) $0 $0 $0

Document Links

990
Filed on July 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,849,500
Expenses
$3,835,007
Net Income
$14,493
Net Assets
$21,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,849,500
100%
Investment Income $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 $336,392
Total Liabilities $314,640
Net Assets $21,752
Compensation
Key Employees and Officers Compensation Related Other
James Lavelle (Trustee) $0 $0 $0
Stephen Church (Trustee) $0 $0 $0
Mark Ritchie (Trustee) $0 $0 $0

Document Links

990
Filed on Feb. 2, 2017

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,492,556
Expenses
$2,485,297
Net Income
$7,259
Net Assets
$7,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,492,556
100%
Investment Income $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 $102,452
Total Liabilities $95,193
Net Assets $7,259

Document Links

990

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

PDF
PDF (2 of 2)

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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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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