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West Care Health And Welfare Benefit Trust

  • Bozeman, MT
  • Tax-exempt since May 1993
  • EIN: 81-0478880

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
$6.88M (2023)

Expenses
$6.68M (2023)

Total Assets
$15.2M (2023)

Total Liabilities
$92k (2023)

Years with multiple filings
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
$6,879,746
Expenses
$6,681,960
Net Income
$197,786
Net Assets
$15,127,256
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,461,598
93.9%
Investment Income $418,148
6.1%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,219,301
Total Liabilities $92,045
Net Assets $15,127,256
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Ben Campbell (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 12, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,325,009
Expenses
$5,691,570
Net Income
-$366,561
Net Assets
$14,876,335
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,308,017
99.7%
Investment Income $16,992
0.3%
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 $14,927,657
Total Liabilities $51,322
Net Assets $14,876,335
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Ben Campbell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,785,858
Expenses
$5,268,371
Net Income
-$1,482,513
Net Assets
$15,220,312
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,778,903
99.8%
Investment Income $6,955
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 $15,251,463
Total Liabilities $31,151
Net Assets $15,220,312
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Ben Campbell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2022

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

View Filing
XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,281,854
Expenses
$7,044,532
Net Income
$5,237,322
Net Assets
$16,702,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,275,650
99.9%
Investment Income $6,204
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,737,053
Total Liabilities $34,228
Net Assets $16,702,825
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Ben Campbell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 10, 2022

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

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,061,330
Expenses
$5,785,771
Net Income
$4,275,559
Net Assets
$11,465,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,037,177
99.8%
Investment Income $24,153
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 $11,505,410
Total Liabilities $39,907
Net Assets $11,465,503
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Derek Tisdel (Trustee (April December)) $0 $0 $0
Ben Campbell (Trustee (January March)) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 11, 2021

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

View Filing
XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,867,086
Expenses
$4,782,685
Net Income
$4,084,401
Net Assets
$7,189,944
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,858,646
99.9%
Investment Income $8,440
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,226,921
Total Liabilities $36,977
Net Assets $7,189,944
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Til Leman (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Derek Tisdel (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 17, 2020

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

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,414,379
Expenses
$3,958,503
Net Income
$1,455,876
Net Assets
$3,105,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,409,467
99.9%
Investment Income $4,912
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,139,859
Total Liabilities $34,316
Net Assets $3,105,543
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Derek Tisdel (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,105,540
Expenses
$4,806,209
Net Income
-$700,669
Net Assets
$1,649,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,102,498
99.9%
Investment Income $3,042
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,919,246
Total Liabilities $269,579
Net Assets $1,649,667
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Derek Tisdel (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2018

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

View Filing
XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,068,453
Expenses
$4,985,276
Net Income
-$916,823
Net Assets
$2,350,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,066,108
99.9%
Investment Income $2,345
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,370,364
Total Liabilities $20,028
Net Assets $2,350,336
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Jarod Johnson (Trustee) $0 $0 $0
Tom Fink (Trustee) $0 $0 $0
Ron Holden Termed 72015 (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 14, 2017

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

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,700,141
Expenses
$3,934,574
Net Income
$765,567
Net Assets
$3,267,159
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,697,035
99.9%
Investment Income $3,106
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,283,491
Total Liabilities $16,332
Net Assets $3,267,159
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Kirt Rierson (Trustee) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Ron Holden (Trustee) $0 $0 $0
Scott Brady (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2016

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

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,826,177
Expenses
$2,315,582
Net Income
$510,595
Net Assets
$2,501,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,823,103
99.9%
Investment Income $3,074
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,531,096
Total Liabilities $29,504
Net Assets $2,501,592
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Jorgensen (Trustee/Plan Administrator) $0 $0 $0
Kirt Rierson (Trustee) $0 $0 $0
Jim Tilleman (Trustee) $0 $0 $0
Ron Holden (Trustee) $0 $0 $0
Scott Brady (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,387,120
Expenses
$3,087,988
Net Income
$299,132
Net Assets
$1,990,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,385,140
99.9%
Investment Income $1,980
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,990,997
Total Liabilities $0
Net Assets $1,990,997

Document Links

990
Filed on April 8, 2014

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

View Filing
PDF XML

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,818,220
Expenses
$2,215,334
Net Income
$602,886
Net Assets
$1,691,865
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,818,157
100.0%
Investment Income $63
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 $1,692,730
Total Liabilities $865
Net Assets $1,691,865

Document Links

990

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

PDF

Fiscal Year Ending March
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,600,981
Expenses
$2,742,236
Net Income
-$141,255
Net Assets
$1,088,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,597,277
99.9%
Investment Income $3,704
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,088,979
Total Liabilities $0
Net Assets $1,088,979

Document Links

990

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

PDF

Fiscal Year Ending March
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

990

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

PDF

Fiscal Year Ending March
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

990

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

PDF

Fiscal Year Ending March
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

990

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

PDF

Fiscal Year Ending March
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

990

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

PDF

Fiscal Year Ending March
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

990

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

PDF

Fiscal Year Ending March
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

990

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

PDF

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 »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated