Pacificorp Union Employees Welfare Benefits Trust

Pittsburgh, PA
Tax-exempt since Feb. 1996
EIN: 94-3237150

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$7.88M (2023)

Expenses

$9.6M (2023)

Total Assets

$190M (2023)

Total Liabilities

$381k (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

Revenue

$7,881,202

Expenses

$9,598,209

Net Income

-$1,717,007

Net Assets

$190,003,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,665,423	21.1%
Investment Income	$7,846,392	99.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,633,563
Net Inventory Sales	$0
Other Revenue	$2,950	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$34,750	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$190,384,278
Total Liabilities	$380,996
Net Assets	$190,003,282

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$34,750	$0	$0

990

Filed on Oct. 31, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$4,639,480

Expenses

$10,313,103

Net Income

-$5,673,623

Net Assets

$184,368,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,454,442	52.9%
Investment Income	$6,422,797	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$4,255,009
Net Inventory Sales	$0
Other Revenue	$17,250	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$26,086	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$184,368,441
Total Liabilities	$0
Net Assets	$184,368,441

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$26,086	$0	$0

990

Filed on Nov. 11, 2023

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

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$9,647,295

Expenses

$10,616,254

Net Income

-$968,959

Net Assets

$217,749,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,778,727	28.8%
Investment Income	$5,649,308	58.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,212,143	12.6%
Net Inventory Sales	$0
Other Revenue	$7,117	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,729	0.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$242,042,398
Total Liabilities	$24,292,626
Net Assets	$217,749,772

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$50,729	$0	$0

990

Filed on Nov. 9, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$42,623,125

Expenses

$11,414,726

Net Income

$31,208,399

Net Assets

$226,610,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,780,080	4.2%
Investment Income	$6,296,177	14.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$34,535,487	81.0%
Net Inventory Sales	$0
Other Revenue	$11,381	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$245,095,194
Total Liabilities	$18,484,648
Net Assets	$226,610,546

Compensation

Key Employees and Officers	Compensation	Related	Other
The Bank Of New York Mellon (Trustee (See Schedule O))	$0	$0	$0

990

Filed on Nov. 15, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$18,520,323

Expenses

$10,191,442

Net Income

$8,328,881

Net Assets

$232,058,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,346,260	12.7%
Investment Income	$4,389,595	23.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$11,732,087	63.3%
Net Inventory Sales	$0
Other Revenue	$52,381	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$71,372	0.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$232,058,469
Total Liabilities	$0
Net Assets	$232,058,469

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank Tr (Trustee)	$71,372	$0	$0

990

Filed on Nov. 11, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$27,523,966

Expenses

$12,186,189

Net Income

$15,337,777

Net Assets

$201,842,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,748,142	10.0%
Investment Income	$5,489,949	19.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,265,748	70.0%
Net Inventory Sales	$0
Other Revenue	$20,127	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$70,093	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$201,998,714
Total Liabilities	$156,342
Net Assets	$201,842,372

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank Trust (Trustee)	$70,093	$0	$0

990

Filed on Nov. 11, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$17,385,983

Expenses

$13,528,481

Net Income

$3,857,502

Net Assets

$220,025,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,439,991	19.8%
Investment Income	$3,659,973	21.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$10,223,544	58.8%
Net Inventory Sales	$0
Other Revenue	$62,475	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$116,271	0.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$220,787,684
Total Liabilities	$762,462
Net Assets	$220,025,222

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank Trust (Trustee)	$116,271	$0	$0

990

Filed on Nov. 7, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$8,730,246

Expenses

$12,444,831

Net Income

-$3,714,585

Net Assets

$196,018,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,015,506	34.5%
Investment Income	$3,125,268	35.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,589,472	29.7%
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	$196,162,110
Total Liabilities	$143,298
Net Assets	$196,018,812

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank Trust (Trustee)	$69,877	$0	$0

990

Filed on Nov. 1, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$18,750,669

Expenses

$22,897,563

Net Income

-$4,146,894

Net Assets

$194,411,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,770,181	14.8%
Investment Income	$3,930,562	21.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$12,049,926	64.3%
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	$194,499,866
Total Liabilities	$88,191
Net Assets	$194,411,675

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank Trust (Trustee)	$113,149	$0	$0

990

Filed on Nov. 7, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$54,335,995

Expenses

$19,236,756

Net Income

$35,099,239

Net Assets

$363,353,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,145,831	5.8%
Investment Income	$6,895,095	12.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$44,295,069	81.5%
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	$363,493,073
Total Liabilities	$139,759
Net Assets	$363,353,314

Compensation

Key Employees and Officers	Compensation	Related	Other
State Street Bank Trust Comp (Trustee)	$100,260	$0	$0

990

Filed on Nov. 4, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$31,187,699

Expenses

$23,194,670

Net Income

$7,993,029

Net Assets

$361,139,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,108,671	19.6%
Investment Income	$5,138,084	16.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$19,907,042	63.8%
Net Inventory Sales	$0
Other Revenue	$33,902	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$97,737	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$361,606,875
Total Liabilities	$466,931
Net Assets	$361,139,944

990

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$28,356,698

Expenses

$16,513,660

Net Income

$11,843,038

Net Assets

$312,058,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,619,385	26.9%
Investment Income	$6,865,287	24.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$11,235,818	39.6%
Net Inventory Sales	$0
Other Revenue	$2,636,208	9.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$92,784	0.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$312,276,008
Total Liabilities	$217,935
Net Assets	$312,058,073

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$36,564,400

Expenses

$20,461,816

Net Income

$16,102,584

Net Assets

$280,916,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$26,730,841	73.1%
Investment Income	$6,342,481	17.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,068,693	8.4%
Net Inventory Sales	$0
Other Revenue	$422,385	1.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$67,034	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$280,916,095
Total Liabilities	$0
Net Assets	$280,916,095

990

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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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Updated December 20, 2024

Pacificorp Union Employees Welfare Benefits Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.88M (2023)

Expenses $9.6M (2023)

Total Assets $190M (2023)

Total Liabilities $381k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Revenue

$7.88M (2023)

Expenses

$9.6M (2023)

Total Assets

$190M (2023)

Total Liabilities

$381k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004