Skip to content
ProPublica Donate
ProPublica Donate

Fidelity Welfare Benefit Plans Veba Trust

  • Westlake, TX
  • Tax-exempt since March 2009
  • EIN: 04-7025783

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 / Insurance Providers, Services (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$20.1M (2023)

Expenses
$22.7M (2023)

Total Assets
$895M (2023)

Total Liabilities
$7.31M (2023)

Source: Form 990 tax filings from 2010 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
$20,107,374
Expenses
$22,669,357
Net Income
-$2,561,983
Net Assets
$887,196,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $23,978,733
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,871,359
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 $894,505,364
Total Liabilities $7,309,188
Net Assets $887,196,176
Compensation
Key Employees and Officers Compensation Related Other
Roger Stiles (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 12, 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
$156,797,025
Expenses
$19,202,016
Net Income
$137,595,009
Net Assets
$815,385,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $145,428,536
92.7%
Investment Income $21,977,226
14.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$10,667,791
Net Inventory Sales $0
Other Revenue $59,054
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $846,203,164
Total Liabilities $30,817,201
Net Assets $815,385,963
Compensation
Key Employees and Officers Compensation Related Other
Roger Stiles (Trustee) $0 $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
$56,193,264
Expenses
$21,754,093
Net Income
$34,439,171
Net Assets
$783,542,962
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,397,095
23.8%
Investment Income $26,545,239
47.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,250,930
28.9%
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 $785,854,843
Total Liabilities $2,311,881
Net Assets $783,542,962
Compensation
Key Employees and Officers Compensation Related Other
Roger Stiles (Trustee) $0 $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
$20,493,745
Expenses
$18,534,009
Net Income
$1,959,736
Net Assets
$722,779,309
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $20,066,330
97.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $427,415
2.1%
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 $731,705,969
Total Liabilities $8,926,660
Net Assets $722,779,309
Compensation
Key Employees and Officers Compensation Related Other
Roger Stiles (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 12, 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
$24,703,001
Expenses
$21,593,327
Net Income
$3,109,674
Net Assets
$676,255,247
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,319
0.2%
Investment Income $13,400,630
54.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,265,052
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 $676,952,810
Total Liabilities $697,563
Net Assets $676,255,247

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$88,587,527
Expenses
$11,192,769
Net Income
$77,394,758
Net Assets
$596,981,014
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,116,942
66.7%
Investment Income $14,406,892
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,063,693
17.0%
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 $609,761,944
Total Liabilities $12,780,930
Net Assets $596,981,014

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,000,218
Expenses
$15,876,158
Net Income
$15,124,060
Net Assets
$563,691,385
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,050,581
48.5%
Investment Income $15,314,073
49.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $635,564
2.1%
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 $576,208,431
Total Liabilities $12,517,046
Net Assets $563,691,385

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,338,749
Expenses
$6,906,418
Net Income
$52,432,331
Net Assets
$482,343,487
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,008,773
84.3%
Investment Income $9,329,976
15.7%
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 $483,478,216
Total Liabilities $1,134,729
Net Assets $482,343,487

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,500,019
Expenses
$5,073,421
Net Income
$77,426,598
Net Assets
$425,387,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,009,964
92.1%
Investment Income $6,490,055
7.9%
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 $428,132,328
Total Liabilities $2,745,246
Net Assets $425,387,082

Document Links

990

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

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,058,926
Expenses
$1,984,919
Net Income
$83,074,007
Net Assets
$346,366,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,029,648
100.0%
Investment Income $29,278
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 $371,379,657
Total Liabilities $25,013,485
Net Assets $346,366,172

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,021,294
Expenses
$1,936,965
Net Income
$80,084,329
Net Assets
$263,292,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $82,000,000
100.0%
Investment Income $21,294
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 $285,294,221
Total Liabilities $22,002,056
Net Assets $263,292,165

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,408
Expenses
$898,161
Net Income
-$879,753
Net Assets
$183,207,836
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $18,408
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 $183,209,392
Total Liabilities $1,556
Net Assets $183,207,836

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
$70,011,612
Expenses
$732,407
Net Income
$69,279,205
Net Assets
$184,087,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,000,000
100.0%
Investment Income $11,612
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 $184,088,615
Total Liabilities $1,026
Net Assets $184,087,589

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
$65,012,705
Expenses
$415,454
Net Income
$64,597,251
Net Assets
$114,808,384
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,000,000
100.0%
Program Services $12,705
0.0%
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 $114,841,240
Total Liabilities $32,856
Net Assets $114,808,384

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

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