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Macys Inc Welfare Benefits Trust

  • Springdale, OH
  • Tax-exempt since April 1976
  • EIN: 51-0160964

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.91M (2024)

Expenses
$12.5M (2024)

Total Assets
$3.92M (2024)

Total Liabilities
$0 (2024)

Years with multiple filings
Source: Form 990 tax filings from 2012 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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,911,965
Expenses
$12,474,660
Net Income
-$9,562,695
Net Assets
$3,918,138
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,654,014
91.1%
Investment Income $257,951
8.9%
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 $3,918,138
Total Liabilities $0
Net Assets $3,918,138
Compensation
Key Employees and Officers Compensation Related Other
Matthew S Schroeder (Trustee) $0 $0 $0
Paul Griscom (Trustee) $0 $0 $0

Document Links

990
Filed on Nov. 7, 2024

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,335,720
Expenses
$67,638,223
Net Income
$6,697,497
Net Assets
$13,480,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,053,515
99.6%
Investment Income $282,205
0.4%
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 $13,480,833
Total Liabilities $0
Net Assets $13,480,833
Compensation
Key Employees and Officers Compensation Related Other
Chris Meier (Trustee) $0 $0 $0
Matthew S Schroeder (Trustee) $0 $0 $0
Greg Whitson (Trustee) $0 $0 $0
Paul Griscom (Trustee) $0 $0 $0
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Document Links

990
Filed on Jan. 12, 2024

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$75,741,479
Expenses
$76,253,409
Net Income
-$511,930
Net Assets
$6,783,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,726,697
100.0%
Investment Income $14,782
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 $6,783,336
Total Liabilities $0
Net Assets $6,783,336
Compensation
Key Employees and Officers Compensation Related Other
Chris Meier (Trustee) $0 $0 $0
Matthew S Schroeder (Trustee) $0 $0 $0
Greg Whitson (Trustee) $0 $0 $0
Paul Griscom (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 27, 2023

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,356,698
Expenses
$86,469,550
Net Income
-$1,112,852
Net Assets
$7,295,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,352,043
100.0%
Investment Income $4,655
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 $7,295,266
Total Liabilities $0
Net Assets $7,295,266
Compensation
Key Employees and Officers Compensation Related Other
Chris Meier (Trustee) $0 $0 $0
Matthew S Schroeder (Trustee) $0 $0 $0
Greg Whitson (Trustee) $0 $0 $0
Paul Griscom (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 10, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,319,451
Expenses
$88,161,685
Net Income
-$10,842,234
Net Assets
$8,408,118
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,192,929
99.8%
Investment Income $126,522
0.2%
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 $8,408,118
Total Liabilities $0
Net Assets $8,408,118
Compensation
Key Employees and Officers Compensation Related Other
Felicia Williams (Trustee) $0 $0 $0
Chris Meier (Trustee) $0 $0 $0
Matthew S Schroeder (Trustee) $0 $0 $0
Greg Whitson (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,501,124
Expenses
$113,104,810
Net Income
-$9,603,686
Net Assets
$19,250,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,096,603
99.6%
Investment Income $404,521
0.4%
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 $19,604,264
Total Liabilities $353,912
Net Assets $19,250,352
Compensation
Key Employees and Officers Compensation Related Other
Felicia Williams (Trustee) $0 $0 $0
Chris Meier (Trustee) $0 $0 $0
Stephen J Obryan (Trustee) $0 $0 $0

Document Links

990
Filed on Feb. 11, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,824,227
Expenses
$108,409,042
Net Income
$5,415,185
Net Assets
$28,854,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $113,574,291
99.8%
Investment Income $249,936
0.2%
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 $28,854,038
Total Liabilities $0
Net Assets $28,854,038
Compensation
Key Employees and Officers Compensation Related Other
Felicia Williams (Trustee) $0 $0 $0
Daniel Ginsberg (Trustee) $0 $0 $0
Chris Meier (Trustee) $0 $0 $0
Stephen J Obryan (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 11, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$132,482,406
Expenses
$121,281,913
Net Income
$11,200,493
Net Assets
$23,438,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $132,332,973
99.9%
Investment Income $149,433
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 $23,438,853
Total Liabilities $0
Net Assets $23,438,853
Compensation
Key Employees and Officers Compensation Related Other
Bill Tompkins (Trustee) $0 $0 $0
Stephen J O'bryan (Trustee) $0 $0 $0
Mike Zorn (Trustee) $0 $0 $0
Felicia Williams (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 12, 2018

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

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$115,946,563
Expenses
$123,468,913
Net Income
-$7,522,350
Net Assets
$12,238,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $115,922,830
100.0%
Investment Income $23,733
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 $12,238,360
Total Liabilities $0
Net Assets $12,238,360
Compensation
Key Employees and Officers Compensation Related Other
Bill Tompkins (Trustee) $0 $0 $0
Stephen J O'bryan (Trustee) $0 $0 $0
Mike Zorn (Trustee) $0 $0 $0
Felicia Williams (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$153,005,855
Expenses
$162,055,510
Net Income
-$9,049,655
Net Assets
$19,760,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $152,991,949
100.0%
Investment Income $13,906
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 $19,760,710
Total Liabilities $0
Net Assets $19,760,710
Compensation
Key Employees and Officers Compensation Related Other
Bill Tompkins (Trustee) $0 $0 $0
Joel Belsky (Trustee) $0 $0 $0
Stephen J O'bryan (Trustee) $0 $0 $0
Mike Zorn (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 4, 2016

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$149,649,576
Expenses
$154,480,389
Net Income
-$4,830,813
Net Assets
$28,810,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $149,638,808
100.0%
Investment Income $10,768
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 $28,810,365
Total Liabilities $0
Net Assets $28,810,365
Compensation
Key Employees and Officers Compensation Related Other
David W Clark (Trustee) $0 $0 $0
Joel Belsky (Trustee) $0 $0 $0
Stephen J O'bryan (Trustee) $0 $0 $0
Mike Zorn (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 16, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,935,413
Expenses
$49,955,975
Net Income
$9,979,438
Net Assets
$33,641,178
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,928,762
100.0%
Investment Income $6,651
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 $33,641,178
Total Liabilities $0
Net Assets $33,641,178

Document Links

990

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

PDF

Fiscal Year Ending Jan.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$155,005,457
Expenses
$153,639,027
Net Income
$1,366,430
Net Assets
$23,661,740
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $154,980,460
100.0%
Investment Income $24,997
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 $23,661,740
Total Liabilities $0
Net Assets $23,661,740

Document Links

990
Filed on July 30, 2013

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

View Filing
PDF XML

Fiscal Year Ending Jan.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$155,876,404
Expenses
$150,682,967
Net Income
$5,193,437
Net Assets
$22,295,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $155,858,718
100.0%
Investment Income $17,686
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 $22,295,310
Total Liabilities $0
Net Assets $22,295,310

Document Links

990

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

PDF

Fiscal Year Ending Jan.
2011

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 Jan.
2010

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 Jan.
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 Jan.
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 Jan.
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

Fiscal Year Ending Jan.
2006

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 Jan.
2005

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.

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