Skip to content
ProPublica Donate
ProPublica Donate

Trust For Retiree Medical Dental And Life Insurance Plan Of Army

And Air Force Exchange Service

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
$77M (2023)

Expenses
$98.3M (2023)

Total Assets
$2.07B (2023)

Total Liabilities
$12.9M (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
$76,961,324
Expenses
$98,290,749
Net Income
-$21,329,425
Net Assets
$2,055,132,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,748,939
14.0%
Investment Income $11,429,409
14.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,015,797
26.0%
Net Inventory Sales $0
Other Revenue $34,767,179
45.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,067,983,393
Total Liabilities $12,850,862
Net Assets $2,055,132,531
Compensation
Key Employees and Officers Compensation Related Other
Brad Bingham (Trustee) $0 $0 $0
Chad Lucas (Trustee) $0 $0 $0
Dr Patrick Oldenburgh Jr (Trustee) $0 $0 $0
Karen Y Stack (Trustee) $0 $0 $0
Mike Immler (Trustee) $0 $0 $0
Rebecca Santee (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,902,348
Expenses
$92,817,862
Net Income
-$20,915,514
Net Assets
$1,935,190,207
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,508,154
41.0%
Investment Income $12,905,865
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,622,343
31.5%
Net Inventory Sales $0
Other Revenue $6,865,986
9.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,941,479,010
Total Liabilities $6,288,803
Net Assets $1,935,190,207
Compensation
Key Employees and Officers Compensation Related Other
Brad Bingham (Trustee) $0 $0 $0
Chad Lucas (Trustee) $0 $0 $0
Dr Patrick Oldenburgh Jr (Trustee) $0 $0 $0
Karen Y Stack (Trustee) $0 $0 $0
Mike Immler (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,537,139
Expenses
$131,035,470
Net Income
$6,501,669
Net Assets
$2,213,832,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,332,159
9.0%
Investment Income $33,711,799
24.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $76,564,387
55.7%
Net Inventory Sales $0
Other Revenue $14,928,794
10.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,248,868,361
Total Liabilities $35,036,254
Net Assets $2,213,832,107
Compensation
Key Employees and Officers Compensation Related Other
Karen Y Stack (Trustee) $0 $0 $0
Brad Bingham (Trustee) $0 $0 $0
Dr Patrick Oldenburgh Jr (Trustee) $0 $0 $0
Chad Lucas (Trustee) $0 $0 $0
Mike Immler (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,002,151
Expenses
$119,959,861
Net Income
$3,042,290
Net Assets
$1,973,241,741
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,235,371
27.8%
Investment Income $28,351,219
23.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $59,678,204
48.5%
Net Inventory Sales $0
Other Revenue $737,357
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,997,034,148
Total Liabilities $23,792,407
Net Assets $1,973,241,741
Compensation
Key Employees and Officers Compensation Related Other
Karen Y Stack (Trustee) $0 $0 $0
Brad Bingham (Trustee) $0 $0 $0
Dr Patrick Oldenburgh Jr (Trustee) $0 $0 $0
Chad Lucas (Trustee) $0 $0 $0
Mike Immler (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,732,485
Expenses
$123,782,240
Net Income
$79,950,245
Net Assets
$1,863,036,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,187,777
3.5%
Investment Income $29,600,633
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $162,356,967
79.7%
Net Inventory Sales $0
Other Revenue $4,587,108
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,892,054,006
Total Liabilities $29,017,270
Net Assets $1,863,036,736
Compensation
Key Employees and Officers Compensation Related Other
Karen Y Stack (Trustee) $0 $0 $0
Philip R Stevens (Trustee) $0 $0 $0
James A Jordan (Trustee) $0 $0 $0
Leigh Roop (Trustee) $0 $0 $0
Terry Corley (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$144,727,212
Expenses
$122,331,504
Net Income
$22,395,708
Net Assets
$1,654,334,023
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,730,072
15.7%
Investment Income $38,448,484
26.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $81,590,170
56.4%
Net Inventory Sales $0
Other Revenue $1,958,486
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,691,048,915
Total Liabilities $36,714,892
Net Assets $1,654,334,023
Compensation
Key Employees and Officers Compensation Related Other
Karen Y Stack (Trustee) $0 $0 $0
Philip R Stevens (Trustee) $0 $0 $0
James A Jordan (Trustee) $0 $0 $0
Leigh Roop (Trustee) $0 $0 $0
Terry Corley (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$176,177,431
Expenses
$120,679,444
Net Income
$55,497,987
Net Assets
$1,815,694,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,023,946
23.9%
Investment Income $32,019,125
18.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $99,492,862
56.5%
Net Inventory Sales $0
Other Revenue $2,641,498
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,893,323,806
Total Liabilities $77,629,769
Net Assets $1,815,694,037
Compensation
Key Employees and Officers Compensation Related Other
Karen Y Stack (Trustee) $0 $0 $0
Philip R Stevens (Trustee) $0 $0 $0
James A Jordan (Trustee) $0 $0 $0
Leigh Roop (Trustee) $0 $0 $0
Terry Corley (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$102,180,129
Expenses
$120,747,665
Net Income
-$18,567,536
Net Assets
$1,646,501,909
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,707,718
46.7%
Investment Income $31,427,172
30.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,525,246
20.1%
Net Inventory Sales $0
Other Revenue $2,519,993
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,705,049,985
Total Liabilities $58,548,076
Net Assets $1,646,501,909
Compensation
Key Employees and Officers Compensation Related Other
Karen Y Stack (Trustee) $0 $0 $0
Michael P Howard (Trustee) $0 $0 $0
Renee Figge (Trustee) $0 $0 $0
Leigh Roop (Trustee) $0 $0 $0
Kenneth Weaver (Trustee) $0 $0 $0
Terry Corley (Trustee) $0 $0 $0
James A Jordan (Trustee) $0 $0 $0
Michael E Immler (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$152,610,841
Expenses
$118,467,718
Net Income
$34,143,123
Net Assets
$1,562,233,878
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $65,684,653
43.0%
Investment Income $29,779,420
19.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $57,617,792
37.8%
Net Inventory Sales $0
Other Revenue -$471,024
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,645,254,253
Total Liabilities $83,020,375
Net Assets $1,562,233,878
Compensation
Key Employees and Officers Compensation Related Other
Karen Y Stack (Trustee) $0 $0 $0
Michael P Howard (Trustee) $0 $0 $0
Renee Figge (Trustee) $0 $0 $0
Leigh Roop (Trustee) $0 $0 $0
Kenneth Weaver (Trustee) $0 $0 $0
Terry Corley (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$193,617,923
Expenses
$110,343,787
Net Income
$83,274,136
Net Assets
$1,623,317,566
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,912,736
19.1%
Investment Income $28,158,719
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $127,454,916
65.8%
Net Inventory Sales $0
Other Revenue $1,091,552
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,714,307,198
Total Liabilities $90,989,632
Net Assets $1,623,317,566
Compensation
Key Employees and Officers Compensation Related Other
Karen Y Stack (Trustee) $0 $0 $0
Michael P Howard (Trustee) $0 $0 $0
Renee Figge (Trustee) $0 $0 $0
Leigh Roop (Trustee) $0 $0 $0
Kenneth Weaver (Trustee) $0 $0 $0
Terry Corley (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$162,360,045
Expenses
$106,665,315
Net Income
$55,694,730
Net Assets
$1,585,741,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,497,077
37.3%
Investment Income $26,066,167
16.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $74,213,119
45.7%
Net Inventory Sales $0
Other Revenue $1,583,682
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,673,281,395
Total Liabilities $87,540,030
Net Assets $1,585,741,365
Compensation
Key Employees and Officers Compensation Related Other
Karen J Stack (Trustee) $0 $0 $0
Michael P Howard (Trustee) $0 $0 $0
Renee Figge (Trustee) $0 $0 $0
Susan Simone (Trustee) $0 $0 $0
Marty Handel (Trustee) $0 $0 $0
Kenneth Weaver (Trustee) $0 $0 $0
Terry Corley (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$156,503,713
Expenses
$96,800,726
Net Income
$59,702,987
Net Assets
$1,423,317,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,173,635
37.2%
Investment Income $53,093,968
33.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,420,348
27.7%
Net Inventory Sales $0
Other Revenue $1,815,762
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,509,590,027
Total Liabilities $86,272,374
Net Assets $1,423,317,653

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$135,365,663
Expenses
$94,653,224
Net Income
$40,712,439
Net Assets
$1,290,312,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,633,203
35.9%
Investment Income $23,661,840
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $49,793,071
36.8%
Net Inventory Sales $0
Other Revenue $13,277,549
9.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,376,145,440
Total Liabilities $85,832,707
Net Assets $1,290,312,733

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$116,151,457
Expenses
$89,789,678
Net Income
$26,361,779
Net Assets
$1,294,840,295
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,571,649
20.3%
Investment Income $23,998,352
20.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,141,931
56.9%
Net Inventory Sales $0
Other Revenue $2,439,525
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,425,954,876
Total Liabilities $131,114,581
Net Assets $1,294,840,295

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.

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 »