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Neca Ibew Family Medical Care Tr Fund

Walters Jon 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.

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
$713M (2023)

Expenses
$626M (2023)

Total Assets
$963M (2023)

Total Liabilities
$27.3M (2023)

Source: Form 990 tax filings from 2011 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
$712,920,157
Expenses
$625,863,582
Net Income
$87,056,575
Net Assets
$935,262,817
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $697,188,896
97.8%
Investment Income $17,776,078
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,156,701
Net Inventory Sales $0
Other Revenue $111,884
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,633,826
0.4%
Assets/Debt
Total Assets $962,514,057
Total Liabilities $27,251,240
Net Assets $935,262,817
Compensation
Key Employees and Officers Compensation Related Other
Tracy Golden (Managing Director) $240,238 $0 $35,425
Amy Dull (Director Of Clinical Excellence) $146,814 $0 $34,552
Kenneth W Cooper (Trustee) $0 $0 $0
Paul J Shaffer (Trustee) $0 $0 $0
David Long (Trustee (As Of 4/23)) $0 $0 $0
Gregory Bowman (Trustee) $0 $0 $0
Paul A Noble (Trustee) $0 $0 $0
Kevin Tighe (Trustee (Thru 4/23)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$648,727,699
Expenses
$537,999,350
Net Income
$110,728,349
Net Assets
$794,026,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $632,999,920
97.6%
Investment Income $12,900,574
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,798,922
0.4%
Net Inventory Sales $0
Other Revenue $28,283
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,147,055
0.4%
Assets/Debt
Total Assets $814,061,066
Total Liabilities $20,034,125
Net Assets $794,026,941
Compensation
Key Employees and Officers Compensation Related Other
Kenneth W Cooper (Trustee) $0 $0 $0
Paul J Shaffer (Trustee) $0 $0 $0
Larry Moter (Trustee) $0 $0 $0
Gregory Bowman (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$708,443,859
Expenses
$506,706,629
Net Income
$201,737,230
Net Assets
$775,099,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $615,951,761
86.9%
Investment Income $9,617,458
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $82,754,967
11.7%
Net Inventory Sales $0
Other Revenue $119,673
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,971,444
0.4%
Assets/Debt
Total Assets $797,485,688
Total Liabilities $22,386,496
Net Assets $775,099,192
Compensation
Key Employees and Officers Compensation Related Other
Kenneth W Cooper (Trustee) $0 $0 $0
Paul J Shaffer (Trustee) $0 $0 $0
Greg Lucero (Trustee) $0 $0 $0
Larry Moter (Trustee) $0 $0 $0
Gregory Bowman (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$571,469,235
Expenses
$490,797,666
Net Income
$80,671,569
Net Assets
$609,689,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $560,392,616
98.1%
Investment Income $7,446,543
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,618,796
0.6%
Net Inventory Sales $0
Other Revenue $11,280
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,750,049
0.4%
Assets/Debt
Total Assets $631,144,058
Total Liabilities $21,454,281
Net Assets $609,689,777
Compensation
Key Employees and Officers Compensation Related Other
Kenneth W Cooper (Trustee) $0 $0 $0
Paul J Shaffer (Trustee) $0 $0 $0
Greg Lucero (Trustee) $0 $0 $0
Larry Moter (Trustee) $0 $0 $0
Gregory Bowman (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0
Geary Higgins (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$556,115,365
Expenses
$490,219,606
Net Income
$65,895,759
Net Assets
$495,089,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $545,497,000
98.1%
Investment Income $7,905,990
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,579,091
0.5%
Net Inventory Sales $0
Other Revenue $133,284
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,506,010
0.3%
Assets/Debt
Total Assets $514,848,160
Total Liabilities $19,758,636
Net Assets $495,089,524
Compensation
Key Employees and Officers Compensation Related Other
Kenneth W Cooper (Trustee) $0 $0 $0
Paul J Shaffer (Trustee) $0 $0 $0
Greg Lucero (Trustee) $0 $0 $0
Geary Higgins (Trustee) $0 $0 $0
Larry Moter (Trustee) $0 $0 $0
Gregory Bowman (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$545,536,746
Expenses
$485,495,009
Net Income
$60,041,737
Net Assets
$389,692,713
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $543,198,574
99.6%
Investment Income $6,028,608
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,750,356
Net Inventory Sales $0
Other Revenue $59,920
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,452,076
0.3%
Assets/Debt
Total Assets $408,570,617
Total Liabilities $18,877,904
Net Assets $389,692,713
Compensation
Key Employees and Officers Compensation Related Other
Kenneth W Cooper (Trustee) $0 $0 $0
Paul J Shaffer (Trustee) $0 $0 $0
Darrell Mccubbins (Trustee (Through 12 11 18)) $0 $0 $0
Greg Lucero (Trustee (Eff 12 11 18)) $0 $0 $0
Geary Higgins (Trustee) $0 $0 $0
Larry Motor (Trustee) $0 $0 $0
Gregory Bowman (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$504,833,470
Expenses
$444,737,305
Net Income
$60,096,165
Net Assets
$339,684,177
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $501,880,179
99.4%
Investment Income $4,252,041
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,298,750
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,414,355
0.3%
Assets/Debt
Total Assets $359,740,238
Total Liabilities $20,056,061
Net Assets $339,684,177
Compensation
Key Employees and Officers Compensation Related Other
Salvatore J Chilia (Trustee Retired/Former) $0 $0 $0
Geary M Higgins (Trustee) $0 $0 $0
Darrell L Mccubbins (Trustee) $0 $0 $0
Lawrence R Moter Jr (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0
Jerry Sims (Trustee Retired/Former) $0 $0 $0
Paul J Shaffer (Trustee) $0 $0 $0
Kenneth W Cooper (Trustee) $0 $0 $0
Gregory Bowman (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$437,808,409
Expenses
$417,866,047
Net Income
$19,942,362
Net Assets
$261,002,546
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $433,226,149
99.0%
Investment Income $3,615,609
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $966,648
0.2%
Net Inventory Sales $0
Other Revenue $3
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,244,600
0.3%
Assets/Debt
Total Assets $283,212,136
Total Liabilities $22,209,590
Net Assets $261,002,546
Compensation
Key Employees and Officers Compensation Related Other
Salvatore J Chilia (Trustee) $0 $0 $0
Geary M Higgins (Trustee) $0 $0 $0
Darrell L Mccubbins (Trustee) $0 $0 $0
Lawrence R Moter Jr (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0
Jerry Sims (Trustee) $0 $0 $0
Paul J Shaffer Jr (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$383,101,344
Expenses
$347,499,267
Net Income
$35,602,077
Net Assets
$225,721,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $380,068,711
99.2%
Investment Income $2,883,671
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $148,770
0.0%
Net Inventory Sales $0
Other Revenue $192
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,274,897
0.4%
Assets/Debt
Total Assets $249,147,200
Total Liabilities $23,426,124
Net Assets $225,721,076
Compensation
Key Employees and Officers Compensation Related Other
Salvatore J Chilia (Trustee) $0 $0 $0
Geary M Higgins (Trustee) $0 $0 $0
Robert P Klein (Trustee) $0 $0 $0
Darrell L Mccubbins (Trustee) $0 $0 $0
Lawrence R Motor Jr (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0
Jerry Sims (Trustee) $0 $0 $0
Paul Shaffer (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$286,030,784
Expenses
$267,422,174
Net Income
$18,608,610
Net Assets
$184,288,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $283,555,267
99.1%
Investment Income $2,802,172
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$358,444
Net Inventory Sales $0
Other Revenue $31,789
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $205,333,652
Total Liabilities $21,045,236
Net Assets $184,288,416
Compensation
Key Employees and Officers Compensation Related Other
Salvatore J Chilia (Trustee) $0 $0 $0
Geary M Higgins (Trustee) $0 $0 $0
Robert P Klein (Trustee) $0 $0 $0
Darrell L Mccubbins (Trustee) $0 $0 $0
Larry Moter (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0
Jerry Sims (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$180,573,031
Expenses
$163,208,469
Net Income
$17,364,562
Net Assets
$159,669,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $177,444,255
98.3%
Investment Income $2,959,664
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $132,133
0.1%
Net Inventory Sales $0
Other Revenue $36,979
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $173,365,312
Total Liabilities $13,695,940
Net Assets $159,669,372
Compensation
Key Employees and Officers Compensation Related Other
Salvatore J Chilia (Trustee) $0 $0 $0
Geary Higgins (Trustee) $0 $0 $0
Robert P Klein (Trustee) $0 $0 $0
Darrell L Mccubbins (Trustee) $0 $0 $0
Larry Moter (Trustee) $0 $0 $0
Kevin Tighe (Trustee) $0 $0 $0
Jerry Sims (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$165,616,146
Expenses
$144,428,419
Net Income
$21,187,727
Net Assets
$124,915,404
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $161,823,643
97.7%
Investment Income $2,727,507
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,033,593
0.6%
Net Inventory Sales $0
Other Revenue $31,403
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $138,166,651
Total Liabilities $13,251,247
Net Assets $124,915,404

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$136,830,487
Expenses
$120,323,110
Net Income
$16,507,377
Net Assets
$95,306,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $133,259,557
97.4%
Investment Income $2,509,686
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,050,571
0.8%
Net Inventory Sales $0
Other Revenue $10,673
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $99,535,067
Total Liabilities $4,228,829
Net Assets $95,306,238

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

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 »

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.
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  • 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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