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Ernst & Young U S Llp Tr For Post Retirement Benefits

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
$71.2k (2023)

Expenses
$2.87M (2023)

Total Assets
$3.47M (2023)

Total Liabilities
$0 (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
$71,198
Expenses
$2,874,136
Net Income
-$2,802,938
Net Assets
$3,468,466
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $122,500
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$51,302
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 $3,468,466
Total Liabilities $0
Net Assets $3,468,466
Compensation
Key Employees and Officers Compensation Related Other
Walter Kress (Investment Committee Member) $0 $0 $0
Sean O'donnell (Admin Committee Chair) $0 $0 $0
Michael De Francisci (Admin Committee Member) $0 $0 $0
Diane Blessinger (Investment Committee Member) $0 $0 $0
Jon Glazer (Invest Admin Committee Member) $0 $0 $0
Bmo (Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,552
Expenses
$2,788,717
Net Income
-$2,766,165
Net Assets
$6,164,757
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $84,778
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$62,226
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 $6,164,757
Total Liabilities $0
Net Assets $6,164,757
Compensation
Key Employees and Officers Compensation Related Other
Walter Kress (Investment Committee Member) $0 $0 $0
Sean O'donnell (Admin Committee Chair) $0 $0 $0
Michael De Francisci (Admin Committee Member) $0 $0 $0
Jon Glazer (Invest Admin Committee Member) $0 $0 $0
Diane Blessinger (Investment Committee Member) $0 $0 $0
Bmo (Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$894,363
Expenses
$1,939,830
Net Income
-$1,045,467
Net Assets
$9,039,720
Notable Sources of Revenue Percent of Total Revenue
Contributions $870,284
97.3%
Program Services $0
Investment Income $24,079
2.7%
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 $9,039,720
Total Liabilities $0
Net Assets $9,039,720
Compensation
Key Employees and Officers Compensation Related Other
Bmo (Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$147,685
Expenses
$1,407,344
Net Income
-$1,259,659
Net Assets
$10,085,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $147,685
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 $1,875
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,085,187
Total Liabilities $0
Net Assets $10,085,187
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank (Trustee) $1,875 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$159,100
Expenses
$7,500
Net Income
$151,600
Net Assets
$11,344,846
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $159,100
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 $7,500
100%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,344,846
Total Liabilities $0
Net Assets $11,344,846

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$150,638
Expenses
$7,500
Net Income
$143,138
Net Assets
$11,193,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $150,638
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 $7,500
100%
Assets/Debt
Total Assets $11,193,246
Total Liabilities $0
Net Assets $11,193,246

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,711
Expenses
$7,500
Net Income
$72,211
Net Assets
$11,050,108
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $79,711
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 $7,500
100%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,050,108
Total Liabilities $0
Net Assets $11,050,108

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,082
Expenses
$7,500
Net Income
$14,582
Net Assets
$10,977,897
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $22,082
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 $7,500
100%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,977,897
Total Liabilities $0
Net Assets $10,977,897

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,014
Expenses
$7,500
Net Income
-$5,486
Net Assets
$10,963,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,014
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 $7,500
100%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,963,315
Total Liabilities $0
Net Assets $10,963,315

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,363
Expenses
$7,500
Net Income
-$5,137
Net Assets
$10,968,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,363
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 $7,500
100%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,968,801
Total Liabilities $0
Net Assets $10,968,801

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,339
Expenses
$8,032
Net Income
-$5,693
Net Assets
$10,973,938
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,339
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 $8,032
100%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,973,938
Total Liabilities $0
Net Assets $10,973,938

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,803
Expenses
$9,975
Net Income
-$4,172
Net Assets
$10,979,631
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,803
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 $10,979,631
Total Liabilities $0
Net Assets $10,979,631

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,138
Expenses
$12,231
Net Income
-$2,093
Net Assets
$10,983,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $10,138
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 $10,983,803
Total Liabilities $0
Net Assets $10,983,803

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,367
Expenses
$10,912
Net Income
$5,455
Net Assets
$10,985,896
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16,367
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 $10,985,896
Total Liabilities $0
Net Assets $10,985,896

Document Links

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

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

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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

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 »

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