VEBA HEALTH INSURANCE TRUST FOR NON-UNION EMPLOYEES OF KEYSPAN
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Cite this
Plain text VEBA HEALTH INSURANCE TRUST FOR NON-UNION EMPLOYEES OF KEYSPAN. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/veba-health-insurance-trust-for-non-union-employees-of-keyspan-134009945. Retrieved 2026-11-06.
APA furp.org. (n.d.). VEBA HEALTH INSURANCE TRUST FOR NON-UNION EMPLOYEES OF KEYSPAN [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 6, 2026, from https://furp.org/org/veba-health-insurance-trust-for-non-union-employees-of-keyspan-134009945
MLA “VEBA HEALTH INSURANCE TRUST FOR NON-UNION EMPLOYEES OF KEYSPAN.” furp.org, tax years 2011–2024, https://furp.org/org/veba-health-insurance-trust-for-non-union-employees-of-keyspan-134009945. Accessed 6 Nov. 2026.
Retrieved 2026-11-06; covers tax years 2011–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $56.1M · expenses $47.7M · assets $184.6M
- Also known as
- Employees Of Keyspan
- EIN
- 13-4009945
- Address
- PO BOX 535007, PITTSBURGH, PA 15253-5007
- NTEE code
- Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) published (IRS Business Master File)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- March 2000 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PROVISION OF WELFARE BENEFITS
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| The Bank Of New York Mellon Institution | TRUSTEE (See Schedule O) | 2011-2024 | $74,512 | $489,269 | 1456 |
| The Bank Of New York M Institution (former) | TRUSTEE (See Schedule O) | 2019 | $15,000 | $15,000 | 45 |
People by year
2024 · 1 person listed · 1 paid, $75K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (See Schedule O) | 0 | $74,512 | $0 | $0 | $74,512 | 1456 |
2023 · 1 person listed · 1 paid, $11K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (See Schedule O) | 0 | $11,281 | $0 | $0 | $11,281 | 1456 |
2022 · 1 person listed · 1 paid, $44K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (See Schedule O) | 0 | $43,544 | $0 | $0 | $43,544 | 1456 |
2021 · 1 person listed · 1 paid, $39K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (See Schedule O) | 0 | $39,428 | $0 | $0 | $39,428 | 1456 |
2020 · 1 person listed · 1 paid, $47K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (See Schedule O) | 0 | $46,742 | $0 | $0 | $46,742 | 1456 |
2019 · 1 person listed · 1 paid, $15K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK M Institution | TRUSTEE (See Schedule O) | 0 | $15,000 | $0 | $0 | $15,000 | 45 |
2018 · 1 person listed · 1 paid, $58K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (See Schedule O) | 0 | $57,548 | $0 | $0 | $57,548 | 1456 |
2017 · 1 person listed · 1 paid, $43K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (See Schedule O) | 0 | $43,478 | $0 | $0 | $43,478 | 1456 |
2016 · 1 person listed · 1 paid, $15K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (SEE SCHEDULE O) | 0 | $15,250 | $0 | $0 | $15,250 | 1456 |
2015 · 1 person listed · 1 paid, $44K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (SEE SCHEDULE O) | 0 | $44,340 | $0 | $0 | $44,340 | 1456 |
2014 · 1 person listed · 1 paid, $40K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (SEE SCHEDULE O) | 0 | $40,239 | $0 | $0 | $40,239 | 1456 |
2013 · 1 person listed · 1 paid, $35K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (SEE SCHEDULE O) | 0 | $35,380 | $0 | $0 | $35,380 | 1456 |
2012 · 1 person listed · 1 paid, $16K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (SEE SCHEDULE O) | 0 | $15,752 | $0 | $0 | $15,752 | 1456 |
2011 · 1 person listed · 1 paid, $22K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON Institution | TRUSTEE (SEE SCHEDULE O) | 0 | $21,775 | $0 | $0 | $21,775 | 1456 |
Highest-paid independent contractors
2024 · 2 contractors · $254K
| Name | Location | Service | Paid |
|---|---|---|---|
| INSIGHT NORTH AMERICA LLC | NEW YORK, NY | INVESTMENT MGMT | $148,293 |
| T ROWE PRICE | BALTIMORE, MD | INVESTMENT MGMT | $105,309 |
2019 · 1 contractor · $109K
| Name | Location | Service | Paid |
|---|---|---|---|
| T Rowe Price | BALTIMORE, MD | Investment MGMT | $108,535 |
2018 · 1 contractor · $116K
| Name | Location | Service | Paid |
|---|---|---|---|
| T Rowe Price | BALTIMORE, MD | Investment MGMT | $115,753 |
2017 · 1 contractor · $127K
| Name | Location | Service | Paid |
|---|---|---|---|
| T Rowe Price | BALTIMORE, MD | Investment MGMT | $126,974 |
2015 · 1 contractor · $101K
| Name | Location | Service | Paid |
|---|---|---|---|
| T ROWE PRICE | BALTIMORE, MD | INVESTMENT MGMT | $100,588 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $56,104,317 | $47,697,484 | $184,554,705 | $184,554,705 | $0 | $55,364,900 | $74,512 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $24,480,894 | $35,618,365 | $156,551,799 | $156,551,799 | $0 | $3,159,953 | $11,281 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $3,044,133 | $28,206,921 | $69,168,222 | $67,440,636 | $0 | $348,792 | $43,544 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $10,526,902 | $28,237,172 | $92,487,778 | $92,487,778 | $0 | $6,102,996 | $39,428 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $4,706,591 | $25,524,658 | $110,112,654 | $110,112,654 | $0 | $3,599,392 | $46,742 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $7,215,074 | $27,450,739 | $127,557,896 | $127,557,896 | $0 | $589,244 | $15,000 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $15,857,594 | $24,989,003 | $144,378,344 | $144,378,344 | $0 | $4,194,088 | $57,548 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $28,326,019 | $28,121,704 | $155,307,322 | $155,307,322 | $0 | $23,011,525 | $43,478 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $30,407,591 | $28,194,235 | $157,490,174 | $157,490,174 | $0 | $25,532,672 | $15,250 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $34,832,388 | $30,148,155 | $157,212,168 | $157,212,168 | $0 | $28,183,537 | $44,340 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $39,191,897 | $25,896,981 | $156,772,498 | $156,560,421 | $0 | $34,212,979 | $40,239 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $54,129,536 | $28,644,601 | $145,731,840 | $145,731,840 | $0 | $51,263,324 | $35,380 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $38,659,001 | $31,895,410 | $121,706,432 | $121,706,432 | $0 | $37,114,020 | $15,752 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $28,195,728 | $31,444,247 | $114,441,289 | $114,441,289 | $0 | $27,507,452 | $21,775 | 0 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ATI USW VEBA TRUST | PA | Y43 | $41,280,644 | $22,568,424 | TRUSTEE | $29,739 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 1 PA-DE HEALTH & WELFARE FUD | PA | Y43 | $35,415,586 | $25,902,007 | UNION TRUSTEE | $258,865 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| DEERE & COMPANY WELFARE BENEFIT TRUST 2 | PA | Y43 | $61,551,553 | $61,551,553 | TRUSTEE (SEE SCHEDULE O) | $25 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| THE DEERE & COMPANY WELFARE BENEFIT VEBA FOR SALARIED EMPLOYEES | PA | Y43 | $70,084,856 | $127,355,317 | TRUSTEE (SEE SCHEDULE O) | $54,526 | Same NTEE code Y43, revenue within 2x, same state |
| UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | PA | Y43 | $28,480,993 | $24,658,511 | COMMITTEE MEMBER | $112,879 | Same NTEE code Y43, revenue within 2x, same state |
| SHARED SERVICES HEALTH PLAN TRUST | PA | Y43 | $58,035,605 | $54,044,481 | CHAIR | $0 | Same NTEE code Y43, revenue within 2x, same state |
| PENNSYLVANIA MOUNTAINS HEALTHCARE ALLIANCE MULT EMP HEALTH BNFTS TR | PA | Y43 | $96,027,355 | $96,027,355 | Executive Dir. | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TEAMSTERS 261 & EMPLOYERS WELFARE FUND | PA | Y43 | $41,614,608 | $41,960,901 | TRUSTEE | $88,100 | Same NTEE code Y43, revenue within 2x, same state |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE | PA | Y43 | $82,412,610 | $53,226,065 | EMPLOYER TRUSTEE | $723,574 | Same NTEE code Y43, revenue within 2x, same state |
| NORTHERN TIER INSURANCE CONSORTIUM | PA | Y43 | $46,607,847 | $51,726,416 | CHAIR | $0 | Same NTEE code Y43, revenue within 2x, same state |
| AMERICAN ELECTRIC POWER SYSTEM RETIREE MEDICAL TRUST | PA | Y43 | $90,513,626 | $90,786,064 | TRUSTEE (SEE SCH O) | $168,432 | Same NTEE code Y43, revenue within 2x, same state |
| NORTHEAST PENNSYLVANIA SCH DIST TR | PA | Y43 | $63,383,144 | $67,657,521 | CO-CHAIR MANAGEMENT | $0 | Same NTEE code Y43, revenue within 2x, same state |
| DOMINION RESOURCES INC TRANSMISSION UNION WELFARE TRUST | NY | Y43 | $41,230,924 | $4,773,779 | See Schedule O) | $50 | Same NTEE code Y43, revenue within 2x, similar mission |
| OKLAHOMA CITY FIREFIGHTERS HEALTH AND WELFARE TRUST VEBA | OK | Y43 | $36,436,226 | $31,444,022 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND | OH | Y43 | $52,725,460 | $97,715,528 | CO-CHAIRMAN | $40,000 | Same NTEE code Y43, revenue within 2x, similar mission |
| PEPCO HOLDINGS INC VEBA TRUST | IL | Y43 | $34,443,318 | $36,765,385 | TRUSTEE | $54,893 | Same NTEE code Y43, revenue within 2x, similar mission |
| HEALTH ALLIANCE FOR TECHNOLOGY HEALTH TRUST | WA | Y43 | $35,826,674 | $36,237,635 | TRUSTEE | $89,613 | Same NTEE code Y43, revenue within 2x, similar mission |
| A-PLUS BENEFITS INC EMPLOYEE BENEFIT TRUST | UT | Y43 | $57,960,207 | $59,216,633 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| LAS VEGAS METROPOLITAN POLICE DEPT EMPLOYEE HEALTH & WELFARE TRUST | NV | Y43 | $77,316,886 | $79,912,195 | EMPLOYEE | $105,609 | Same NTEE code Y43, revenue within 2x, similar mission |
| XCEL ENERGY INC VEBA TRUST FOR RETIRED EMPLOYEES | MN | Y43 | $41,274,997 | $64,477,167 | TRUSTEE | $133,404 | Same NTEE code Y43, revenue within 2x |
| SOUTHERN OPERATORS HEALTH FUND | TN | Y43 | $54,611,671 | $50,628,965 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH TRUST FUND | MD | Y43 | $32,771,112 | $30,707,480 | TRUSTEE | $398,220 | Same NTEE code Y43, revenue within 2x |
| KENTUCKY CONSTRUCTION INDUSTRY HEALTH TR | KY | Y43 | $55,705,252 | $55,705,252 | DIRECTOR | $0 | Same NTEE code Y43, revenue within 2x |
| WASHINGTON SOFTWARE ALLIANCE EMPLOYEE BENEFIT TRUST | WA | Y43 | $34,709,625 | $34,687,501 | Trustee | $0 | Same NTEE code Y43, revenue within 2x |
| IAFF LOCAL 587 HEALTH INS TR FUND | FL | Y43 | $33,448,314 | $83,617,541 | BENEFITS COO | $70,915 | Same NTEE code Y43, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| INSTITUTE OF INTERNATIONAL EDUCATION INC | $10,454,741 | 10 | 1 | DAF sponsor | 2015–2024 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| THE BANK OF NEW YORK MELLON CORPORATION FOUNDATION | $3,000,000 | 1 | 1 | Private foundation | 2021–2021 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| NATIONAL SCIENCE TEACHING ASSOCIATION | $79,550 | 3 | 1 | DAF sponsor | 2021–2023 | RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK |
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | $43,223 | 1 | 1 | DAF sponsor | 2016–2016 | JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST |
| THE LUZERNE FOUNDATION | $6,500 | 1 | 1 | DAF sponsor | 2011–2011 | NORTHEAST PENNSYLVANIA SCH DIST TR |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $47,697,484 spent · pay $74,512 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $41,281,407 | - | - | - | 86.5% | |
| Other (as described) | UBTI EXPENSE | $5,739,412 | - | - | - | 12.0% |
| Fees: investment management | $264,980 | - | - | - | 0.6% | |
| Fees: other services | $164,995 | - | - | - | 0.3% | |
| Fees: accounting | $92,856 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $74,512 | - | - | - | 0.2% | |
| Other (as described) | ADMINISTRATION | $72,930 | - | - | - | 0.2% |
| Fees: legal | $6,392 | - | - | - | 0.0% | |
| Total | $47,697,484 | 100% |
2023 · Form 990 · $35,618,365 spent · pay $11,281 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $32,684,246 | - | - | - | 91.8% | |
| Other (as described) | UBTI EXPENSE | $2,480,000 | - | - | - | 7.0% |
| Fees: legal | $134,606 | - | - | - | 0.4% | |
| Fees: other services | $119,667 | - | - | - | 0.3% | |
| Fees: investment management | $91,958 | - | - | - | 0.3% | |
| Fees: accounting | $58,801 | - | - | - | 0.2% | |
| Other (as described) | TAX PREPARATION FEES | $31,106 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $11,281 | - | - | - | 0.0% | |
| Other (as described) | ADMINISTRATION | $6,700 | - | - | - | 0.0% |
| Total | $35,618,365 | 100% |
2022 · Form 990 · $28,206,921 spent · pay $43,544 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $28,031,794 | - | - | - | 99.4% | |
| Fees: other services | $58,240 | - | - | - | 0.2% | |
| Fees: accounting | $47,646 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $43,544 | - | - | - | 0.2% | |
| Fees: investment management | $25,697 | - | - | - | 0.1% | |
| Total | $28,206,921 | 100% |
2021 · Form 990 · $28,237,172 spent · pay $39,428 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $26,588,878 | - | - | - | 94.2% | |
| Other (as described) | UBTI TAX EXPENSE | $1,435,000 | - | - | - | 5.1% |
| Fees: investment management | $66,847 | - | - | - | 0.2% | |
| Fees: other services | $63,810 | - | - | - | 0.2% | |
| Fees: accounting | $43,209 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $39,428 | - | - | - | 0.1% | |
| Total | $28,237,172 | 100% |
2020 · Form 990 · $25,524,658 spent · pay $46,742 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,461,790 | - | - | - | 95.8% | |
| Other (as described) | UBTI TAX EXPENSE | $775,842 | - | - | - | 3.0% |
| Fees: investment management | $93,538 | - | - | - | 0.4% | |
| Fees: other services | $85,575 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $46,742 | - | - | - | 0.2% | |
| Fees: accounting | $43,155 | - | - | - | 0.2% | |
| Other (as described) | MANAGEMENT FEES | $18,016 | - | - | - | 0.1% |
| Total | $25,524,658 | 100% |
2019 · Form 990 · $27,450,739 spent · pay $15,000 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,800,526 | - | - | - | 90.3% | |
| Other (as described) | UBTI TAX EXPENSE | $2,411,347 | - | - | - | 8.8% |
| Fees: investment management | $116,735 | - | - | - | 0.4% | |
| Fees: other services | $70,298 | - | - | - | 0.3% | |
| Fees: accounting | $36,833 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $15,000 | - | - | - | 0.1% | |
| Total | $27,450,739 | 100% |
2018 · Form 990 · $24,989,003 spent · pay $57,548 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,493,919 | - | - | - | 86.0% | |
| Other (as described) | UBTI TAX EXPENSE | $3,171,191 | - | - | - | 12.7% |
| Fees: investment management | $129,213 | - | - | - | 0.5% | |
| Fees: other services | $76,549 | - | - | - | 0.3% | |
| Fees: accounting | $60,583 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $57,548 | - | - | - | 0.2% | |
| Total | $24,989,003 | 100% |
2017 · Form 990 · $28,121,704 spent · pay $43,478 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $26,306,554 | - | - | - | 93.5% | |
| Other (as described) | UBTI TAX EXPENSE | $1,510,000 | - | - | - | 5.4% |
| Fees: investment management | $142,169 | - | - | - | 0.5% | |
| Fees: other services | $82,583 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $43,478 | - | - | - | 0.2% | |
| Fees: accounting | $21,000 | - | - | - | 0.1% | |
| Other (as described) | PORTFOLIO DEDUCTIONS | $15,920 | - | - | - | 0.1% |
| Total | $28,121,704 | 100% |
2016 · Form 990 · $28,194,235 spent · pay $15,250 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $26,736,514 | - | - | - | 94.8% | |
| Other (as described) | UBTI TAX EXPENSE | $1,188,000 | - | - | - | 4.2% |
| Fees: investment management | $95,006 | - | - | - | 0.3% | |
| Fees: other services | $88,696 | - | - | - | 0.3% | |
| Fees: accounting | $46,500 | - | - | - | 0.2% | |
| Other (as described) | PORTFOLIO DEDUCTIONS | $17,317 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $15,250 | - | - | - | 0.1% | |
| Other (as described) | ADMINISTRATION FEES | $6,952 | - | - | - | 0.0% |
| Total | $28,194,235 | 100% |
2015 · Form 990 · $30,148,155 spent · pay $44,340 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $29,529,066 | - | - | - | 97.9% | |
| Other (as described) | UBTI TAX EXPENSE | $317,611 | - | - | - | 1.1% |
| Fees: investment management | $115,145 | - | - | - | 0.4% | |
| Fees: other services | $80,025 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $44,340 | - | - | - | 0.1% | |
| Fees: accounting | $38,250 | - | - | - | 0.1% | |
| Other (as described) | PORTFOLIO DEDUCTIONS | $19,312 | - | - | - | 0.1% |
| Other (as described) | ADMINISTRATION FEES | $3,002 | - | - | - | 0.0% |
| Interest | $1,404 | - | - | - | 0.0% | |
| Total | $30,148,155 | 100% |
2014 · Form 990 · $25,896,981 spent · pay $40,239 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $25,502,982 | - | - | - | 98.5% | |
| Other (as described) | UBTI TAX EXPENSE | $153,660 | - | - | - | 0.6% |
| Fees: investment management | $101,710 | - | - | - | 0.4% | |
| Fees: other services | $62,289 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $40,239 | - | - | - | 0.2% | |
| Fees: accounting | $16,250 | - | - | - | 0.1% | |
| Other (as described) | PORTFOLIO DEDUCTIONS | $14,128 | - | - | - | 0.1% |
| Other (as described) | ADMINISTRATION FEES | $5,723 | - | - | - | 0.0% |
| Total | $25,896,981 | 100% |
2013 · Form 990 · $28,644,601 spent · pay $35,380 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $28,344,023 | - | - | - | 99.0% | |
| Fees: other services | $81,697 | - | - | - | 0.3% | |
| Fees: investment management | $69,876 | - | - | - | 0.2% | |
| Other (as described) | UBTI TAX EXPENSE | $53,000 | - | - | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $35,380 | - | - | - | 0.1% | |
| Fees: accounting | $29,000 | - | - | - | 0.1% | |
| Other (as described) | PORTFOLIO DEDUCTIONS | $19,915 | - | - | - | 0.1% |
| Other (as described) | ADMINISTRATION FEES | $11,710 | - | - | - | 0.0% |
| Total | $28,644,601 | 100% |
2012 · Form 990 · $31,895,410 spent · pay $15,752 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,558,540 | - | - | - | 98.9% | |
| Other (as described) | UBTI TAX EXPENSE | $113,000 | - | - | - | 0.4% |
| Fees: other services | $81,237 | - | - | - | 0.3% | |
| Fees: investment management | $60,012 | - | - | - | 0.2% | |
| Fees: accounting | $30,050 | - | - | - | 0.1% | |
| Other (as described) | PORTFOLIO DEDUCTIONS | $29,251 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $15,752 | - | - | - | 0.0% | |
| Other (as described) | ADMINISTRATION FEES | $7,568 | - | - | - | 0.0% |
| Total | $31,895,410 | 100% |
2011 · Form 990 · $31,444,247 spent · pay $21,775 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,186,825 | - | - | - | 99.2% | |
| Other (as described) | PORTFOLIO DEDUCTIONS | $92,260 | - | - | - | 0.3% |
| Fees: investment management | $54,482 | - | - | - | 0.2% | |
| Fees: other services | $46,168 | - | - | - | 0.1% | |
| Fees: accounting | $33,550 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $21,775 | - | - | - | 0.1% | |
| Other (as described) | ADMINISTRATION FEES | $8,937 | - | - | - | 0.0% |
| Other (as described) | NEW YORK UBTI TAX EXPENSE | $250 | - | - | - | 0.0% |
| Total | $31,444,247 | 100% |
Comments