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Pennzoil Quaker State Company Employees Healthcare Plan

020012047900

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
$5.53M (2023)

Expenses
$5.6M (2023)

Total Assets
$649k (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
$5,525,056
Expenses
$5,600,068
Net Income
-$75,012
Net Assets
$648,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,495,838
99.5%
Investment Income $27,714
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,504
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,065
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $648,609
Total Liabilities $0
Net Assets $648,609
Compensation
Key Employees and Officers Compensation Related Other
Principal Bank Pcs Tax (Trustee) $6,065 $0 $0
Lisa Davis (President) $0 $0 $0
Richard A Altizer (Vp Fast Tudes) $0 $0 $0
Boudwign Everts (Vp Car Cares) $0 $0 $0
Kennetta D Joseph (Vp Legal) $0 $0 $0
Richard M Oblath (Vp Portfolio) $0 $0 $0
William C Records (Vp Supply Chain Ops) $0 $0 $0
David M Rodrigues (Vp Tax) $0 $0 $0
Robert J Sorge (Vp Supply Chain Planning) $0 $0 $0
Jan P Steinmetz (Vp Hr) $0 $0 $0
Lynn S Borgemier (Secretary) $0 $0 $0
Yh Ammerman (Controller) $0 $0 $0
Stephen J Paul (Assistant Secretary) $0 $0 $0
Hector A Pineda (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,738,400
Expenses
$4,625,135
Net Income
$113,265
Net Assets
$723,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,729,983
99.8%
Investment Income $7,270
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,147
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,996
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $723,621
Total Liabilities $0
Net Assets $723,621
Compensation
Key Employees and Officers Compensation Related Other
Principal Bank Pcs Tax (Trustee) $6,996 $0 $0
Lisa Davis (President) $0 $0 $0
Richard A Altizer (Vp Fast Tudes) $0 $0 $0
Boudwign Everts (Vp Car Cares) $0 $0 $0
Kennetta D Joseph (Vp Legal) $0 $0 $0
Richard M Oblath (Vp Portfolio) $0 $0 $0
William C Records (Vp Supply Chain Ops) $0 $0 $0
David M Rodrigues (Vp Tax) $0 $0 $0
Robert J Sorge (Vp Supply Chain Planning) $0 $0 $0
Jan P Steinmetz (Vp Hr) $0 $0 $0
Lynn S Borgemier (Secretary) $0 $0 $0
Yh Ammerman (Controller) $0 $0 $0
Stephen J Paul (Assistant Secretary) $0 $0 $0
Hector A Pineda (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,669,225
Expenses
$5,664,487
Net Income
$4,738
Net Assets
$610,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,669,057
100.0%
Investment Income $168
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 $7,658
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $610,355
Total Liabilities $0
Net Assets $610,355
Compensation
Key Employees and Officers Compensation Related Other
Principal Financial Group (Trustee) $7,658 $0 $0
Lisa Davis (President) $0 $0 $0
Richard A Altizer (Vp Fast Tudes) $0 $0 $0
Boudwign Everts (Vp Car Cares) $0 $0 $0
Kennetta D Joseph (Vp Legal) $0 $0 $0
Richard M Oblath (Vp Portfolio) $0 $0 $0
William C Records (Vp Supply Chain Ops) $0 $0 $0
David M Rodrigues (Vp Tax) $0 $0 $0
Robert J Sorge (Vp Supply Chain Planning) $0 $0 $0
Jan P Steinmetz (Vp Hr) $0 $0 $0
Lynn S Borgemier (Secretary) $0 $0 $0
Yh Ammerman (Controller) $0 $0 $0
Stephen J Paul (Assistant Secretary) $0 $0 $0
Hector A Pineda (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,940,448
Expenses
$6,605,875
Net Income
$334,573
Net Assets
$521,906
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,938,389
100.0%
Investment Income $2,059
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 $7,254
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $605,605
Total Liabilities $83,699
Net Assets $521,906
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank (Trustee) $7,254 $0 $0
Lisa Davis (President) $0 $0 $0
Richard A Altizer (Vp Fast Tudes) $0 $0 $0
Boudwign Everts (Vp Car Cares) $0 $0 $0
Kennetta D Joseph (Vp Legal) $0 $0 $0
Richard M Oblath (Vp Portfolio) $0 $0 $0
William C Records (Vp Supply Chain Ops) $0 $0 $0
David M Rodrigues (Vp Tax) $0 $0 $0
Robert J Sorge (Vp Supply Chain Planning) $0 $0 $0
Jan P Steinmetz (Vp Hr) $0 $0 $0
Lynn S Borgemier (Secretary) $0 $0 $0
Yh Ammerman (Controller) $0 $0 $0
Stephen J Paul (Assistant Secretary) $0 $0 $0
Hector A Pineda (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,742,820
Expenses
$7,947,647
Net Income
-$204,827
Net Assets
$186,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,730,205
99.8%
Investment Income $12,615
0.2%
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 $345,514
Total Liabilities $158,972
Net Assets $186,542
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank (Trustee) $7,974 $0 $0
Lisa Davis (President) $0 $0 $0
Richard A Altizer (Vp Fast Tudes) $0 $0 $0
Boudwign Everts (Vp Car Cares) $0 $0 $0
Kennetta D Joseph (Vp Legal) $0 $0 $0
Richard M Oblath (Vp Portfolio) $0 $0 $0
William C Records (Vp Supply Chain Ops) $0 $0 $0
David M Rodrigues (Vp Tax) $0 $0 $0
Robert J Sorge (Vp Supply Chain Planning) $0 $0 $0
Jan P Steinmetz (Vp Hr) $0 $0 $0
Lynn S Borgemier (Secretary) $0 $0 $0
Yh Ammerman (Controller) $0 $0 $0
Stephen J Paul (Assistant Secretary) $0 $0 $0
Hector A Pineda (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,625,226
Expenses
$7,888,154
Net Income
-$262,928
Net Assets
$391,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,613,793
99.9%
Investment Income $11,433
0.1%
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 $8,916
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $571,905
Total Liabilities $180,536
Net Assets $391,369
Compensation
Key Employees and Officers Compensation Related Other
Wells Fargo Bank (Trustee) $8,916 $0 $0
Lisa Davis (President) $0 $0 $0
Richard A Altizer (Vp Fast Tudes) $0 $0 $0
Boudwign Everts (Vp Car Cares) $0 $0 $0
Kennetta D Joseph (Vp Legal) $0 $0 $0
Richard M Oblath (Vp Portfolio) $0 $0 $0
William C Records (Vp Supply Chain Ops) $0 $0 $0
David M Rodrigues (Vp Tax) $0 $0 $0
Robert J Sorge (Vp Supply Chain Planning) $0 $0 $0
Jan P Steinmetz (Vp Hr) $0 $0 $0
Lynn S Borgemier (Secretary) $0 $0 $0
Yh Ammerman (Controller) $0 $0 $0
Stephen J Paul (Assistant Secretary) $0 $0 $0
Hector A Pineda (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,086,307
Expenses
$8,091,488
Net Income
-$5,181
Net Assets
$654,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,080,694
99.9%
Investment Income $5,613
0.1%
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 $7,855
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $834,706
Total Liabilities $180,409
Net Assets $654,297

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,526,919
Expenses
$9,692,704
Net Income
-$165,785
Net Assets
$659,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,524,770
100.0%
Investment Income $2,149
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 $852,360
Total Liabilities $192,882
Net Assets $659,478

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,148,952
Expenses
$10,159,198
Net Income
-$10,246
Net Assets
$825,241
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,148,540
100.0%
Investment Income $412
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 $825,252
Total Liabilities $11
Net Assets $825,241

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,186,070
Expenses
$10,675,890
Net Income
-$489,820
Net Assets
$835,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,185,997
100.0%
Investment Income $73
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 $882,295
Total Liabilities $46,786
Net Assets $835,509

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,567,428
Expenses
$11,143,559
Net Income
$423,869
Net Assets
$1,325,319
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,567,226
100.0%
Investment Income $202
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 $1,374,160
Total Liabilities $48,841
Net Assets $1,325,319

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,206,911
Expenses
$11,319,840
Net Income
-$112,929
Net Assets
$901,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,206,510
100.0%
Investment Income $401
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 $953,049
Total Liabilities $51,623
Net Assets $901,426

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,276,155
Expenses
$12,247,007
Net Income
$29,148
Net Assets
$1,014,376
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,275,745
100.0%
Investment Income $410
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 $1,070,431
Total Liabilities $56,055
Net Assets $1,014,376

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,165,313
Expenses
$13,434,385
Net Income
-$269,072
Net Assets
$985,241
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,164,456
100.0%
Investment Income $857
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 $1,085,634
Total Liabilities $100,393
Net Assets $985,241

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 »

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.

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