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Walmart Inc Associates Health And Welfare Plan

Charles Mcswain Ttee

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
$3.24B (2022)

Expenses
$3.24B (2022)

Total Assets
$859M (2022)

Total Liabilities
$791M (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,242,798,666
Expenses
$3,242,519,445
Net Income
$279,221
Net Assets
$68,657,851
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,242,577,100
100.0%
Investment Income $221,566
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 $859,173,274
Total Liabilities $790,515,423
Net Assets $68,657,851
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,518,068,224
Expenses
$3,516,402,176
Net Income
$1,666,048
Net Assets
$68,378,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,518,041,215
100.0%
Investment Income $27,009
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 $855,770,583
Total Liabilities $787,391,953
Net Assets $68,378,630
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,098,619,372
Expenses
$3,108,245,460
Net Income
-$9,626,088
Net Assets
$66,712,582
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,098,327,164
100.0%
Investment Income $292,208
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 $818,249,805
Total Liabilities $751,537,223
Net Assets $66,712,582
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,196,263,058
Expenses
$3,196,388,081
Net Income
-$125,023
Net Assets
$76,338,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,194,937,155
100.0%
Investment Income $1,325,903
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 $714,582,736
Total Liabilities $638,244,066
Net Assets $76,338,670
Compensation
Key Employees and Officers Compensation Related Other
Adam Stavisky (Admin. Committee) $0 $0 $0
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,063,118,340
Expenses
$4,063,957,613
Net Income
-$839,273
Net Assets
$76,463,693
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,061,566,060
100.0%
Investment Income $1,552,280
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 $675,469,369
Total Liabilities $599,005,676
Net Assets $76,463,693

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,359,651,104
Expenses
$4,353,836,691
Net Income
$5,814,413
Net Assets
$77,283,078
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,359,533,151
100.0%
Investment Income $117,953
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 $630,808,161
Total Liabilities $553,525,083
Net Assets $77,283,078
Compensation
Key Employees and Officers Compensation Related Other
Jacquelin Telfair (Admin. Committee) $0 $0 $0
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,236,821,221
Expenses
$4,217,453,968
Net Income
$19,367,253
Net Assets
$73,549,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,236,688,257
100.0%
Investment Income $132,964
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 $665,896,227
Total Liabilities $592,346,721
Net Assets $73,549,506
Compensation
Key Employees and Officers Compensation Related Other
Lee Culpepper (Administrative Committee) $0 $0 $0
Betty Marshall (Administrative Committee) $0 $0 $0
Sally S Welborn (Administrative Committee) $0 $0 $0
Karen Casey (Administrative Committee) $0 $0 $0
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,863,299,939
Expenses
$3,866,118,217
Net Income
-$2,818,278
Net Assets
$54,205,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,863,199,145
100.0%
Investment Income $100,794
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 $593,520,408
Total Liabilities $539,315,216
Net Assets $54,205,192
Compensation
Key Employees and Officers Compensation Related Other
Becky Anderson (Administrative Committee) $0 $0 $0
Lee Culpepper (Administrative Committee) $0 $0 $0
Betty Marshall (Administrative Committee) $0 $0 $0
Sally S Welborn (Administrative Committee) $0 $0 $0
Karen Casey (Administrative Committee) $0 $0 $0
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,443,514,037
Expenses
$4,447,589,585
Net Income
-$4,075,548
Net Assets
$57,140,707
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,443,452,056
100.0%
Investment Income $61,981
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 $607,826,737
Total Liabilities $550,686,030
Net Assets $57,140,707
Compensation
Key Employees and Officers Compensation Related Other
Charles Mcswain (Administrative Committee) $0 $0 $0
Becky Anderson (Administrative Committee) $0 $0 $0
Lee Culpepper (Administrative Committee) $0 $0 $0
Betty Marshall (Administrative Committee) $0 $0 $0
Sally S Welborn (Administrative Committee) $0 $0 $0
Karen Casey (Administrative Committee) $0 $0 $0
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,145,560,545
Expenses
$4,170,790,075
Net Income
-$25,229,530
Net Assets
$58,341,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,145,406,602
100.0%
Investment Income $153,943
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 $541,726,562
Total Liabilities $483,384,824
Net Assets $58,341,738
Compensation
Key Employees and Officers Compensation Related Other
Charles Mcswain (Administrative Committee) $0 $0 $0
Becky Anderson (Administrative Committee) $0 $0 $0
Lee Culpepper (Administrative Committee) $0 $0 $0
Betty Marshall (Administrative Committee) $0 $0 $0
Sally S Welborn (Administrative Committee) $0 $0 $0
Jp Morgan Chase (Bank Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,217,789,941
Expenses
$4,211,110,994
Net Income
$6,678,947
Net Assets
$65,622,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,217,757,560
100.0%
Investment Income $32,381
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 $550,655,209
Total Liabilities $485,033,204
Net Assets $65,622,005

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,159,839,207
Expenses
$4,157,267,513
Net Income
$2,571,694
Net Assets
$58,739,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,159,741,188
100.0%
Investment Income $98,019
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 $488,459,273
Total Liabilities $429,719,738
Net Assets $58,739,535

Document Links

Fiscal Year Ending Dec.
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

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

Fiscal Year Ending Dec.
2004

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.

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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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  • Raw filing data. Includes EINs and summary financials as structured data.
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