Uaw Retirees Of The Budd Company Health & Welfare Trust

  • Pittsburgh, PA
  • Tax exemption issued: Sept. 2016
  • EIN: 81-3021883

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.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,560,896
Expenses
$28,792,353
Net Income
-$5,231,457
Net Assets
$462,445,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,081,188
30.1%
Investment Income $10,389,058
44.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,090,650
25.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $86,803
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $462,540,231
Total Liabilities $95,099
Net Assets $462,445,132
Compensation
Key Employees and Officers Compensation Related Other
Gary Petroni (Chairperson) $25,087 $46,106 $0
Suzanne Daniels Phd (Committee Member) $20,426 $55,065 $0
Francine Parker (Committee Member) $20,426 $46,106 $0
Rick Isaacson (Committee Member) $20,426 $46,106 $0
Comerica (Institutional Trustee) $8,619 $0 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Nov. 14, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,877,745
Expenses
$25,951,073
Net Income
-$5,073,328
Net Assets
$454,376,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,489,670
40.7%
Investment Income $9,709,919
46.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,678,156
12.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $91,193
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $454,507,305
Total Liabilities $130,366
Net Assets $454,376,939
Compensation
Key Employees and Officers Compensation Related Other
Gary Petroni (Chairperson) $21,407 $36,944 $0
Suzanne Daniels Phd (Committee Member) $17,981 $40,384 $0
Francine Parker (Committee Member) $17,981 $36,944 $0
Rick Isaacson (Committee Member) $17,981 $36,944 $0
Comerica (Institutional Trustee) $9,120 $0 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Nov. 11, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,757,077
Expenses
$23,852,764
Net Income
-$14,095,687
Net Assets
$427,539,582
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,089,843
41.9%
Investment Income $5,157,830
52.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $509,404
5.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $89,333
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $427,740,694
Total Liabilities $201,112
Net Assets $427,539,582
Compensation
Key Employees and Officers Compensation Related Other
Gary Petroni (Chairperson) $23,000 $36,360 $0
Suzanne Daniels Phd (Committee Member) $19,000 $43,430 $0
Francine Parker (Committee Member) $19,000 $36,360 $0
Rick Isaacson (Committee Member) $19,000 $36,360 $0
Comerica (Institutional Trustee) $6,771 $0 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Nov. 2, 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
$32,293,120
Expenses
$23,643,241
Net Income
$8,649,879
Net Assets
$501,940,159
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,603,694
20.4%
Investment Income $4,135,136
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,554,290
66.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $80,000
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $502,021,542
Total Liabilities $81,383
Net Assets $501,940,159
Compensation
Key Employees and Officers Compensation Related Other
Gary Petroni (Chairperson) $23,000 $36,360 $0
Suzanne Daniels Phd (Committee Member) $19,000 $43,430 $0
Francine Parker (Committee Member) $19,000 $36,360 $0
Rick Isaacson (Committee Member) $19,000 $36,360 $0
Comerica (Institutional Trustee) $5,980 $0 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Nov. 4, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,420,523
Expenses
$24,571,721
Net Income
-$9,151,198
Net Assets
$494,051,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,468,680
41.9%
Investment Income $6,802,302
44.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,149,541
13.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $80,000
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $494,153,594
Total Liabilities $102,246
Net Assets $494,051,348
Compensation
Key Employees and Officers Compensation Related Other
Gary Petroni (Chairperson) $23,000 $36,360 $0
Suzanne Daniels Phd (Committee Member) $19,000 $43,430 $0
Francine Parker (Committee Member) $19,000 $36,360 $0
Rick Isaacson (Committee Member) $19,000 $36,360 $0
Comerica (Institutional Trustee) $7,923 $0 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Oct. 11, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,659,961
Expenses
$29,301,497
Net Income
-$16,641,536
Net Assets
$477,079,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,391,201
42.6%
Investment Income $3,391,145
26.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,877,615
30.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $78,500
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $477,202,112
Total Liabilities $122,202
Net Assets $477,079,910
Compensation
Key Employees and Officers Compensation Related Other
Gary Petroni (Chairperson) $23,000 $38,390 $0
Suzanne Daniels Phd (Committee Member) $19,000 $45,460 $0
Rick Isaacson (Committee Member) $19,000 $42,557 $0
Francine Parker (Committee Member) $17,500 $38,390 $0
Comerica (Institutional Trustee) $5,350 $0 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Oct. 13, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,533,908
Expenses
$30,183,828
Net Income
$1,350,080
Net Assets
$455,565,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,266,479
19.9%
Investment Income $2,646,366
8.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,621,063
71.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $80,000
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $455,748,646
Total Liabilities $182,979
Net Assets $455,565,667
Compensation
Key Employees and Officers Compensation Related Other
Gary Petroni (Chairperson) $23,000 $38,390 $0
Suzanne Daniels Phd (Committee Member) $19,000 $45,460 $0
Francine Parker (Committee Member) $19,000 $35,860 $0
Joseph Stackpoole (Committee Member- Part Year) $14,250 $19,793 $0
Comerica (Institutional Trustee) $7,929 $0 $0
Rick Isaacson (Committee Member) $4,750 $0 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Oct. 11, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,138,977
Expenses
$32,831,288
Net Income
-$23,692,311
Net Assets
$492,303,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,476,504
70.9%
Investment Income $1,547,656
16.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,114,817
12.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $78,500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $492,445,583
Total Liabilities $141,992
Net Assets $492,303,591
Compensation
Key Employees and Officers Compensation Related Other
Gary Petroni (Chairperson) $28,750 $35,860 $0
Suzanne Daniels Phd (Committee Member) $23,750 $42,930 $0
Joseph Stackpoole (Committee Member) $23,750 $24,360 $0
Francine Parker (Committee Member) $22,250 $33,330 $0
Comerica (Institutional Trustee) $17,300 $0 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Oct. 11, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$510,094,742
Expenses
$14,401,100
Net Income
$495,693,642
Net Assets
$495,693,642
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $509,986,061
100.0%
Investment Income $108,681
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 $49,536
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $495,755,813
Total Liabilities $62,171
Net Assets $495,693,642
Compensation
Key Employees and Officers Compensation Related Other
Comerica (Institutional Trustee) $13,036 $0 $0
Gary Petroni (Chairperson) $10,250 $38,390 $0
Suzanne Daniels Phd (Committee Member) $9,250 $45,460 $0
Joseph Stackpoole (Committee Member) $9,250 $6,598 $0
Francine Parker (Committee Member) $7,750 $30,800 $0
George Hardy (Committee Member) $0 $0 $0
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990
Filed on Nov. 15, 2017

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

View Filing
PDF XML

About This Data

What Is 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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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