W F Retirees Health Trust

Dallas, TX
Tax-exempt since Dec. 1991
EIN: 75-2396970

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$2.19M (2024)

Expenses

$2.22M (2024)

Total Assets

$8.88M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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 Dec.
2024

Revenue

$2,185,496

Expenses

$2,224,686

Net Income

-$39,190

Net Assets

$8,875,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,604,686	73.4%
Investment Income	$450,867	20.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$129,943	5.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$160,000	7.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,875,550
Total Liabilities	$0
Net Assets	$8,875,550

Compensation

Key Employees and Officers	Compensation	Related	Other
D Mckinney (Committee Member)	$20,000	$0	$0
P Booth (Committee Member)	$20,000	$0	$0
D Klingensmith (Committee Chair)	$20,000	$0	$0
D Tatman (Committee Member)	$20,000	$0	$0
S Smith (Committee Alter)	$20,000	$0	$0
S Loveless (Committee Alter)	$20,000	$0	$0
B Deshazo (Committee Alter)	$20,000	$0	$0
P Bales (Committee Alter)	$20,000	$0	$0
Dennis Faulkner (Trustee)	$0	$0	$0

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990

Filed on May 23, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$2,076,635

Expenses

$1,900,293

Net Income

$176,342

Net Assets

$8,914,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,567,092	75.5%
Investment Income	$373,672	18.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$135,871	6.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$160,000	8.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,914,740
Total Liabilities	$0
Net Assets	$8,914,740

Compensation

Key Employees and Officers	Compensation	Related	Other
D Mckinney (Committee Member)	$20,000	$0	$0
P Booth (Committee Member)	$20,000	$0	$0
D Klingensmith (Committee Chair)	$20,000	$0	$0
D Tatman (Committee Member)	$20,000	$0	$0
S Smith (Committee Alter)	$20,000	$0	$0
S Loveless (Committee Alter)	$20,000	$0	$0
B Deshazo (Committee Alter)	$20,000	$0	$0
P Bales (Committee Alter)	$20,000	$0	$0
Dennis Faulkner (Trustee)	$0	$0	$0

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990

Filed on Nov. 4, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,049,917

Expenses

$1,950,191

Net Income

$99,726

Net Assets

$8,738,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,742,295	85.0%
Investment Income	$59,345	2.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$248,277	12.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$160,000	8.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,738,398
Total Liabilities	$0
Net Assets	$8,738,398

Compensation

Key Employees and Officers	Compensation	Related	Other
D Mckinney (Committee Member)	$20,000	$0	$0
P Booth (Committee Member)	$20,000	$0	$0
D Klingensmith (Committee Chair)	$20,000	$0	$0
D Tatman (Committee Member)	$20,000	$0	$0
S Smith (Committee Alter)	$20,000	$0	$0
S Loveless (Committee Alter)	$20,000	$0	$0
B Deshazo (Committee Alter)	$20,000	$0	$0
P Bales (Committee Alter)	$20,000	$0	$0
Dennis Faulkner (Trustee)	$0	$0	$0

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990

Filed on July 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$2,211,397

Expenses

$2,574,443

Net Income

-$363,046

Net Assets

$8,638,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,002,310	90.5%
Investment Income	$3,670	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$205,417	9.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$82,500	3.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$8,638,672
Total Liabilities	$0
Net Assets	$8,638,672

Compensation

Key Employees and Officers	Compensation	Related	Other
D Mckinney (Committee Alter)	$17,000	$0	$0
P Booth (Committee Member)	$17,000	$0	$0
D Tatman (Committee Member)	$17,000	$0	$0
D Klingensmith (Committee Chair)	$16,000	$0	$0
M Mcpherson (Committee Cocha)	$8,500	$0	$0
J Allen (Committee Alter)	$7,000	$0	$0
Dennis Faulkner (Trustee)	$0	$0	$0

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990

Filed on June 30, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$2,436,056

Expenses

$2,321,744

Net Income

$114,312

Net Assets

$8,642,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,080,981	85.4%
Investment Income	$151,911	6.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$203,164	8.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$93,500	4.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,121,448
Total Liabilities	$478,803
Net Assets	$8,642,645

Compensation

Key Employees and Officers	Compensation	Related	Other
M Mcpherson (Committee Cocha)	$16,500	$0	$0
D Mckinney (Committee Alter)	$13,500	$0	$0
P Booth (Committee Member)	$13,500	$0	$0
D Tatman (Committee Member)	$13,500	$0	$0
J Allen (Committee Alter)	$13,500	$0	$0
D Klingensmith (Committee Chair)	$11,500	$0	$0
E White (Committee Alter)	$11,500	$0	$0
Dennis Faulkner (Trustee)	$0	$0	$0

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990

Filed on May 28, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$2,356,951

Expenses

$2,527,977

Net Income

-$171,026

Net Assets

$9,093,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,092,277	88.8%
Investment Income	$144,401	6.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$120,273	5.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$91,000	3.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,093,972
Total Liabilities	$0
Net Assets	$9,093,972

990

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$2,564,048

Expenses

$2,731,399

Net Income

-$167,351

Net Assets

$8,699,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,194,712	85.6%
Investment Income	$109,026	4.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$260,310	10.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$92,000	3.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,404,058
Total Liabilities	$704,699
Net Assets	$8,699,359

990

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$2,865,745

Expenses

$3,330,131

Net Income

-$464,386

Net Assets

$8,866,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,468,120	86.1%
Investment Income	$89,780	3.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$307,845	10.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$96,000	2.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$9,611,667
Total Liabilities	$744,957
Net Assets	$8,866,710

990

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$3,024,838

Expenses

$3,920,694

Net Income

-$895,856

Net Assets

$9,331,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,693,651	89.1%
Investment Income	$57,752	1.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$273,435	9.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$96,000	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$10,142,991
Total Liabilities	$811,895
Net Assets	$9,331,096

990

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$3,070,005

Expenses

$4,060,820

Net Income

-$990,815

Net Assets

$10,226,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,774,387	90.4%
Investment Income	$18,074	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$277,544	9.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$83,000	2.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$11,110,843
Total Liabilities	$883,891
Net Assets	$10,226,952

990

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$3,036,595

Expenses

$3,667,003

Net Income

-$630,408

Net Assets

$11,217,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,835,602	93.4%
Investment Income	$0
Bond Proceeds	$10,643	0.4%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$190,350	6.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$75,000	2.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$12,047,403
Total Liabilities	$829,636
Net Assets	$11,217,767

990

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$3,154,356

Expenses

$3,546,094

Net Income

-$391,738

Net Assets

$11,848,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,829,208	89.7%
Investment Income	$0
Bond Proceeds	$4,991	0.2%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$320,157	10.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$74,500	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$12,747,119
Total Liabilities	$898,944
Net Assets	$11,848,175

990

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,112,562

Expenses

$3,334,422

Net Income

-$221,860

Net Assets

$12,239,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,802,794	90.0%
Investment Income	$0
Bond Proceeds	$13,107	0.4%
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$296,661	9.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$75,000	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,176,063
Total Liabilities	$936,150
Net Assets	$12,239,913

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,324,199

Expenses

$3,607,628

Net Income

-$283,429

Net Assets

$12,461,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,991,241	90.0%
Investment Income	$20,972	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$311,986	9.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$72,000	2.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$13,658,539
Total Liabilities	$1,196,767
Net Assets	$12,461,772

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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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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Updated December 5, 2025

W F Retirees Health Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.19M (2024)

Expenses $2.22M (2024)

Total Assets $8.88M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Revenue

$2.19M (2024)

Expenses

$2.22M (2024)

Total Assets

$8.88M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

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2005

Fiscal Year Ending Dec.
2004