NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN
Cite this
Plain text NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/new-orleans-electrical-health-and-welfare-plan-720457387. Retrieved 2026-10-28.
APA furp.org. (n.d.). NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 28, 2026, from https://furp.org/org/new-orleans-electrical-health-and-welfare-plan-720457387
MLA “NEW ORLEANS ELECTRICAL HEALTH AND WELFARE PLAN.” furp.org, tax years 2010–2024, https://furp.org/org/new-orleans-electrical-health-and-welfare-plan-720457387. Accessed 28 Oct. 2026.
Retrieved 2026-10-28; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $9.8M · expenses $8.3M · assets $23.4M
- Also known as
- WELFARE PLAN
- EIN
- 72-0457387
- Address
- PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
- NTEE code
- Y43
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- November 1955 (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
TO PROVIDE HEALTH, DENTAL, VISION AND DEATH BENEFITS TO PARTICIPANTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
None of the 21 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
21 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Shawn M Martinez | TRUSTEE | 2019-2024 | 2 | $0 reported | 4 |
| Ernest Cortez | TRUSTEE | 2022-2024 | 2 | $0 reported | 5 |
| Rodney Wallis | CHAIRMAN | 2023-2024 | 2 | $0 reported | 5 |
| Kevin Frischhertz | SECRETARY | 2010-2024 | 2 | $0 reported | 5 |
| Michael H Ellis | TRUSTEE | 2024 | 2 | $0 reported | 2 |
| Michael L Polit | TRUSTEE | 2024 | 2 | $0 reported | 2 |
| William C Ellis Iii (former) | TRUSTEE | 2010-2023 | 2 | $0 reported | 4 |
| Paul Zulli (former) | TRUSTEE | 2014-2022 | 2 | $0 reported | 6 |
| Brian Torzewski (former) | TRUSTEE | 2017-2022 | 2 | $0 reported | 4 |
| Earnest Cortez (former) | TRUSTEE | 2015-2021 | 2 | $0 reported | 1 |
| Timothy Moran (former) | TRUSTEE | 2011-2018 | 2 | $0 reported | 6 |
| Tom Geller (former) | TRUSTEE | 2015-2018 | 2 | $0 reported | 3 |
| Kevin Friischhertz (former) | TRUSTEE | 2018 | 2 | $0 reported | 1 |
| Chad Lauga (former) | TRUSTEE | 2014-2016 | 2 | $0 reported | 6 |
| Jason Schumm (former) | TRUSTEE | 2014 | 2 | $0 reported | 4 |
| Chet Held (former) | TRUSTEE | 2011-2013 | 2 | $0 reported | 6 |
| William Clark Daviss Jr (former) | TRUSTEE | 2010-2013 | 2 | $0 reported | 1 |
| Clay J Leon Iii (former) | TRUSTEE | 2010-2013 | 2 | $0 reported | 3 |
| Tomothy F Moran (former) | TRUSTEE | 2012 | 2 | $0 reported | 1 |
| Robert F Hammond Iii (former) | CHAIRMAN | 2010 | 2 | $0 reported | 2 |
| Joseph W Foster Sr (former) | TRUSTEE | 2010 | 2 | $0 reported | 2 |
People by year
2024 · 6 people listed · none paid · 4 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL H ELLIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| KEVIN FRISCHHERTZ | SECRETARY | 2 | $0 | $0 | $0 | $0 | 5 |
| SHAWN M MARTINEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL L POLIT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| RODNEY WALLIS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 5 |
2023 · 5 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| KEVIN FRISCHHERTZ | SECRETARY | 2 | $0 | $0 | $0 | $0 | 5 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| SHAWN MARTINEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| RODNEY WALLIS | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 5 |
2022 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| ERNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| BRIAN TORZEWSKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| SHAWN MARTINEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2021 · 5 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| BRIAN TORZEWSKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| EARNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| SHAWN MARTINEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2020 · 5 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| BRIAN TORZEWSKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| EARNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| SHAWN MARTINEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2019 · 5 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| BRIAN TORZEWSKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| EARNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| SHAWN MARTINEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2018 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| TIMOTHY MORAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| EARNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN TORZEWSKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TOM GELLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| KEVIN FRIISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| TIMOTHY MORAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| EARNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN TORZEWSKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TOM GELLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
2016 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| TIMOTHY MORAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| CHAD LAUGA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| EARNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| TOM GELLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
2015 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| TIMOTHY MORAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| CHAD LAUGA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| EARNEST CORTEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| TOM GELLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
2014 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL ZULLI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| TIMOTHY MORAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| CHAD LAUGA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| JASON SCHUMM | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
2013 · 5 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHET HELD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| WILLIAM CLARK DAVISS JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY F MORAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| CLAY J LEON III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
2012 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHET HELD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| WILLIAM CLARK DAVISS JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM C ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TOMOTHY F MORAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| CLAY J LEON III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
2011 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHET R HELD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| WILLIAM CLARK DAVISS JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM C ELLIS III | SECRETARY | 2 | $0 | $0 | $0 | $0 | 4 |
| TIMOTHY F MORAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| CLAY J LEON III | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 3 |
2010 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT F HAMMOND III | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM CLARK DAVISS JR | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM C ELLIS III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| JOSEPH W FOSTER SR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| KEVIN FRISCHHERTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| CLAY J LEON III | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2024 · 2 contractors · $564K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | GOODLETTSVILLE, TN | $323,700 | |
| UNITED HEALTHCARE | MINNEAPOLIS, MN | $240,129 |
2023 · 2 contractors · $550K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | GOODLETTSVILLE, TN | $310,170 | |
| UNITED HEALTHCARE | MINNEAPOLIS, MN | $240,280 |
2011 · 2 contractors · $536K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | CHATTANOOGA, TN | PPO | $304,279 |
| SOUTHERN BENEFIT ADMINISTRATORS | GOODLETTSVILLE, TN | ADMINISTRATION | $232,150 |
2010 · 2 contractors · $478K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | CHATTANOOGA, TN | PPO | $245,920 |
| SOUTHERN BENEFIT ADMINISTRATORS | GOODLETTSVILLE, TN | ADMINISTRATION | $232,150 |
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 | ||||||||
| $9,794,488 | $8,268,995 | $23,383,930 | $23,301,026 | $0 | $8,120,554 | - | 4 | - |
| 2023 · Form 990 | ||||||||
| $9,246,080 | $6,890,276 | $21,884,359 | $21,775,533 | $0 | $7,491,904 | - | 0 | - |
| 2022 · Form 990 | ||||||||
| $7,746,775 | $6,121,454 | $19,497,692 | $19,419,729 | $0 | $7,569,357 | $0 | 0 | - |
| 2021 · Form 990 | ||||||||
| $7,735,713 | $5,462,940 | $19,700,145 | $19,637,624 | $0 | $6,935,283 | $0 | 0 | - |
| 2020 · Form 990 | ||||||||
| $7,591,723 | $5,957,614 | $17,404,130 | $17,364,851 | $0 | $6,236,350 | $0 | 0 | - |
| 2019 · Form 990 | ||||||||
| $9,935,360 | $7,227,082 | $15,784,140 | $15,730,742 | $0 | $8,615,167 | $0 | 0 | - |
| 2018 · Form 990 | ||||||||
| $8,556,272 | $7,292,396 | $13,081,268 | $13,022,464 | $0 | $8,543,710 | $0 | 0 | - |
| 2017 · Form 990 | ||||||||
| $8,302,677 | $7,229,370 | $11,826,918 | $11,758,588 | $0 | $7,751,571 | $0 | 0 | - |
| 2016 · Form 990 | ||||||||
| $7,145,111 | $8,244,763 | $10,807,418 | $10,685,281 | $0 | $6,712,569 | $0 | 0 | - |
| 2015 · Form 990 | ||||||||
| $7,562,458 | $8,769,581 | $11,907,780 | $11,784,933 | $0 | $7,459,198 | $0 | 0 | - |
| 2014 · Form 990 | ||||||||
| $8,849,932 | $7,840,447 | $13,231,550 | $12,992,056 | $0 | $8,321,856 | $0 | 0 | - |
| 2013 · Form 990 | ||||||||
| $7,581,228 | $7,210,965 | $12,225,830 | $11,982,571 | $0 | $7,018,386 | $0 | 0 | - |
| 2012 · Form 990 | ||||||||
| $7,525,913 | $8,020,033 | $11,740,639 | $11,612,308 | $0 | $6,837,122 | $0 | 0 | - |
| 2011 · Form 990 | ||||||||
| $7,112,312 | $8,487,751 | $12,187,057 | $7,915,299 | $0 | $6,569,921 | - | 0 | - |
| 2010 · Form 990 | ||||||||
| $6,774,690 | $5,893,524 | $12,280,646 | $9,290,738 | $0 | $5,827,195 | - | 0 | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- NEW ORLEANS ELECTRICAL DRUG TESTING PLAN Metairie, LA · 6 people in common (Ernest Cortez, Kevin Frischhertz, Michael H Ellis)
- NEW ORLEANS ELECTRICAL JOINT APPRENTICESHIP COMMITTEE & TRAININ Metairie, LA · 4 people in common (Ernest Cortez, Kevin Frischhertz, Rodney Wallis)
- INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS Metairie, LA · 2 people in common (Ernest Cortez, Rodney Wallis)
- IBEW LOCAL 130 BUILDING FUND Metairie, LA · 2 people in common (Ernest Cortez, Rodney Wallis)
- NATL ELECTRICAL CONTRACTORS ASSOC SOUTHLA CHAPTER INC LOCAL New Orleans, LA · 2 people in common (Kevin Frischhertz, Shawn M Martinez)
- NEW ORLEANS SAFETY EDUCATION PLAN Goodlettsville, TN · 1 person in common (Kevin Frischhertz)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
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 |
|---|---|---|---|---|---|---|---|
| SOUTHWEST LABORERS HEALTH AND WELFARE PLAN | TN | Y43 | $16,813,167 | $12,274,136 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| SHEET METAL WORKERS HEALTH PLAN | TN | Y43 | $5,749,274 | $3,625,546 | TRUSTEE | $566,302 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ALABAMA BANKERS ASSOCIATION HEALTH BENEFIT TR | TN | Y43 | $6,985,638 | $6,978,098 | DIRECTOR | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| PHILLIPS & JORDAN VEBA TR | TN | Y43 | $13,074,501 | $13,943,423 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UNUMPROVIDENT DISABILITY PLAN TR | TN | Y43 | $9,447,975 | $9,198,785 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| UAW LOCAL 2326 HEALTH & WELFARE FUND | NJ | Y43 | $15,537,323 | $19,627,367 | EMPLOYER TRUSTEE | $20,000 | Same NTEE code Y43, revenue within 2x, similar mission |
| RESTAURANT INDUSTRY HEALTH AND WELFARE TR FUND | CA | Y43 | $9,069,744 | $9,027,650 | CHAIRPERSON | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| NATIONAL ROOFERS UNION & EMPLOYERS JOINT HEALTH & WELFARE FUND | MN | Y43 | $15,044,616 | $13,264,428 | TRUSTEE | $439,255 | Same NTEE code Y43, revenue within 2x, similar mission |
| SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST | CA | Y43 | $10,108,276 | $9,516,454 | TRUSTEE | $1,134 | Same NTEE code Y43, revenue within 2x, similar mission |
| PLUMBERS LOCAL 210 HEALTH AND WELFARE FUND | IN | Y43 | $6,549,064 | $5,621,492 | TRUSTEE | $220,434 | Same NTEE code Y43, revenue within 2x, similar mission |
| AREA TEAMSTERS INSURANCE BENEFIT PL | IL | Y43 | $5,685,972 | $5,030,485 | TRUSTEE | $179,081 | Same NTEE code Y43, revenue within 2x, similar mission |
| LOCAL 94 IBEW HEALTH AND WELFARE FUND | NJ | Y43 | $14,585,945 | $15,806,809 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| USW YOKOHAMA TIRE RETIREES HEALTH AND WELFARE TRUST | PA | Y43 | $7,543,147 | $3,949,683 | INSTITUTIONAL TRUSTEE | $7,500 | Same NTEE code Y43, revenue within 2x, similar mission |
| UA LOCAL NO 159 HEALTH AND WELFARE PLAN | CA | Y43 | $6,655,332 | $6,447,941 | trustee - CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, similar name |
| KENTUCKY PRIMARY CARE ASSOCIATION HEALTH AND BENEFITS TR | KY | Y43 | $12,305,809 | $12,269,350 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND | AZ | Y43 | $10,211,124 | $10,349,242 | CHAIRPERSON | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| TRUST AGREEMENT OF THE RETIREE MEDICAL PLAN OF THE PLUMBERS | IL | Y43 | $17,618,368 | $20,940,109 | LABOR TRUSTEE | $462,248 | Same NTEE code Y43, revenue within 2x, similar mission |
| IBEW LOCAL NO 456 SUPPLEMENTAL WELFARE FUND | NJ | Y43 | $11,465,511 | $7,956,571 | TRUSTEE | $390,375 | Same NTEE code Y43, revenue within 2x, similar mission |
| AMALGAMATED TRANSIT WORKERS LOCAL 854 HEALTH BENEFIT FUND | NY | Y43 | $6,560,605 | $6,532,851 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANS | CA | Y43 | $19,067,603 | $16,890,137 | Chair - TERM. 9/2024 | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND | NJ | Y43 | $14,198,225 | $14,866,891 | Trustee | $475,380 | Same NTEE code Y43, revenue within 2x, similar mission |
| UGSOA HEALTH AND WELFARE TRUST FUND | MA | Y43 | $11,847,137 | $12,236,451 | Chairman | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
| OPERATING ENGINEERS LOCAL 112 HEALTH AND WELFARE TRUST | IN | Y43 | $10,289,232 | $10,424,875 | MANAGING TRUSTEE | $271,840 | Same NTEE code Y43, revenue within 2x, similar mission |
| UA LOCAL 716 HEALTH & WELFARE FUND | NY | Y43 | $4,979,712 | $5,670,637 | TRUSTEE | $90,854 | Same NTEE code Y43, revenue within 2x, similar mission |
| ALABAMA PHARMACY ASSOCIATION HEALTH AND WELFARE PLAN | AL | Y43 | $9,309,363 | $8,805,179 | DIRECTOR | $0 | Same NTEE code Y43, revenue within 2x, similar mission |
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 | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | DAF sponsor | $174,312 | 5 | 1 | 2015–2020 | OPHTHALMIC CONSULTANTS OF BOSTON INC HEALTH WELFARE & BENEFITS PLAN |
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 · $8,268,995 spent · pay $57,419 · grants $0 · events $5,570
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,334,690 | - | - | - | 88.7% | |
| Fees: management | $288,000 | - | - | - | 3.5% | |
| Fees: other services | $281,672 | - | - | - | 3.4% | |
| Insurance | $84,142 | - | - | - | 1.0% | |
| Fees: investment management | $54,557 | - | - | - | 0.7% | |
| Fees: legal | $46,919 | - | - | - | 0.6% | |
| Other salaries and wages | $40,816 | - | - | - | 0.5% | |
| Office expenses | $34,513 | - | - | - | 0.4% | |
| Fees: accounting | $21,175 | - | - | - | 0.3% | |
| Other (as described) | PRICE ESTIMATOR TOOL FEE | $16,898 | - | - | - | 0.2% |
| All other expenses | $16,863 | - | - | - | 0.2% | |
| Other employee benefits | $11,841 | - | - | - | 0.1% | |
| Other (as described) | FIDUCIARY LIABILITY INSUR | $9,863 | - | - | - | 0.1% |
| Occupancy | $6,442 | - | - | - | 0.1% | |
| Other (as described) | EMPLOYEE ASSISTANCE PROGR | $5,584 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $5,570 | - | - | - | 0.1% | |
| Payroll taxes | $4,762 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $4,688 | - | - | - | 0.1% |
| Total | $8,268,995 | 100% |
2023 · Form 990 · $6,890,276 spent · pay $54,076 · grants $0 · events $14,214
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,020,536 | - | - | - | 87.4% | |
| Fees: other services | $283,065 | - | - | - | 4.1% | |
| Fees: management | $274,470 | - | - | - | 4.0% | |
| Insurance | $73,663 | - | - | - | 1.1% | |
| Fees: investment management | $50,151 | - | - | - | 0.7% | |
| Other salaries and wages | $39,347 | - | - | - | 0.6% | |
| Fees: legal | $37,800 | - | - | - | 0.5% | |
| Fees: accounting | $20,456 | - | - | - | 0.3% | |
| Office expenses | $14,853 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $14,214 | - | - | - | 0.2% | |
| Other employee benefits | $11,589 | - | - | - | 0.2% | |
| All other expenses | $11,058 | - | - | - | 0.2% | |
| Other (as described) | PRICE ESTIMATOR TOOL FEE | $10,892 | - | - | - | 0.2% |
| Other (as described) | FIDUCIARY LIABILITY INSUR | $9,863 | - | - | - | 0.1% |
| Occupancy | $6,442 | - | - | - | 0.1% | |
| Other (as described) | BANK CHARGES | $4,423 | - | - | - | 0.1% |
| Other (as described) | PCORI FEES | $4,314 | - | - | - | 0.1% |
| Payroll taxes | $3,140 | - | - | - | 0.0% | |
| Total | $6,890,276 | 100% |
2022 · Form 990 · $6,121,454 spent · pay $0 · grants $0 · events $8,222
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,315,198 | - | - | - | 86.8% | |
| Other (as described) | ADMINISTRATION | $469,870 | - | - | - | 7.7% |
| Insurance | $81,677 | - | - | - | 1.3% | |
| Office expenses | $76,582 | - | - | - | 1.3% | |
| Fees: other services | $57,448 | - | - | - | 0.9% | |
| Fees: investment management | $44,606 | - | - | - | 0.7% | |
| Fees: legal | $43,142 | - | - | - | 0.7% | |
| Fees: accounting | $17,050 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $8,222 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $3,914 | - | - | - | 0.1% |
| Information technology | $2,480 | - | - | - | 0.0% | |
| Other (as described) | MEMBERSHIP DUES | $1,265 | - | - | - | 0.0% |
| Total | $6,121,454 | 100% |
2021 · Form 990 · $5,462,940 spent · pay $0 · grants $0 · events $3,387
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,941,925 | $4,941,925 | - | - | 90.5% | |
| Other (as described) | ADMINISTRATIVE FEES | $262,890 | - | $262,890 | - | 4.8% |
| Fees: legal | $56,297 | - | $56,297 | - | 1.0% | |
| Fees: investment management | $45,678 | - | $45,678 | - | 0.8% | |
| Other (as described) | SALARY REIMBURSEMENTS | $37,947 | - | $37,947 | - | 0.7% |
| Other (as described) | CONSULTING FEES | $34,992 | - | $34,992 | - | 0.6% |
| All other expenses | $27,120 | - | $27,120 | - | 0.5% | |
| Fees: accounting | $19,000 | - | $19,000 | - | 0.3% | |
| Insurance | $14,070 | - | $14,070 | - | 0.3% | |
| Office expenses | $7,009 | - | $7,009 | - | 0.1% | |
| Other (as described) | ACTUARIAL FEES | $6,370 | - | $6,370 | - | 0.1% |
| Occupancy | $6,255 | - | $6,255 | - | 0.1% | |
| Conferences, conventions and meetings | $3,387 | - | $3,387 | - | 0.1% | |
| Total | $5,462,940 | 100% |
2020 · Form 990 · $5,957,614 spent · pay $0 · grants $0 · events $2,555
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,483,937 | $5,483,937 | - | - | 92.0% | |
| Other (as described) | ADMINISTRATIVE FEES | $248,400 | - | $248,400 | - | 4.2% |
| Fees: investment management | $41,976 | - | $41,976 | - | 0.7% | |
| Other (as described) | SALARY REIMBURSEMENT | $37,919 | - | $37,919 | - | 0.6% |
| Other (as described) | CONSULTING FEES | $34,000 | - | $34,000 | - | 0.6% |
| Fees: legal | $31,897 | - | $31,897 | - | 0.5% | |
| All other expenses | $25,491 | - | $25,491 | - | 0.4% | |
| Fees: accounting | $15,000 | - | $15,000 | - | 0.3% | |
| Insurance | $14,166 | - | $14,166 | - | 0.2% | |
| Office expenses | $9,734 | - | $9,734 | - | 0.2% | |
| Other (as described) | ACTUARIAL FEES | $6,370 | - | $6,370 | - | 0.1% |
| Occupancy | $6,169 | - | $6,169 | - | 0.1% | |
| Conferences, conventions and meetings | $2,555 | - | $2,555 | - | 0.0% | |
| Total | $5,957,614 | 100% |
2019 · Form 990 · $7,227,082 spent · pay $0 · grants $0 · events $10,644
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,721,714 | $6,721,714 | - | - | 93.0% | |
| Other (as described) | ADMINISTRATIVE FEES | $248,400 | - | $248,400 | - | 3.4% |
| Fees: legal | $44,032 | - | $44,032 | - | 0.6% | |
| Other (as described) | SALARY REIMBURSEMENT | $37,127 | - | $37,127 | - | 0.5% |
| Fees: investment management | $35,059 | - | $35,059 | - | 0.5% | |
| Other (as described) | CONSULTING FEES | $34,000 | - | $34,000 | - | 0.5% |
| All other expenses | $25,556 | - | $25,556 | - | 0.4% | |
| Fees: accounting | $20,775 | - | $20,775 | - | 0.3% | |
| Office expenses | $20,332 | - | $20,332 | - | 0.3% | |
| Insurance | $14,910 | - | $14,910 | - | 0.2% | |
| Conferences, conventions and meetings | $10,644 | - | $10,644 | - | 0.1% | |
| Other (as described) | ACTUARIAL FEES | $8,450 | - | $8,450 | - | 0.1% |
| Occupancy | $6,083 | - | $6,083 | - | 0.1% | |
| Total | $7,227,082 | 100% |
2018 · Form 990 · $7,292,396 spent · pay $0 · grants $0 · events $13,032
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,788,523 | $6,788,523 | - | - | 93.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $248,400 | - | $248,400 | - | 3.4% |
| Fees: legal | $43,325 | - | $43,325 | - | 0.6% | |
| All other expenses | $41,738 | - | $41,738 | - | 0.6% | |
| Other (as described) | SALARY REIMBURSEMENT | $38,261 | - | $38,261 | - | 0.5% |
| Other (as described) | CONSULTING FEES | $34,000 | - | $34,000 | - | 0.5% |
| Fees: investment management | $29,909 | - | $29,909 | - | 0.4% | |
| Fees: accounting | $18,100 | - | $18,100 | - | 0.2% | |
| Insurance | $14,574 | - | $14,574 | - | 0.2% | |
| Conferences, conventions and meetings | $13,032 | - | $13,032 | - | 0.2% | |
| Office expenses | $11,301 | - | $11,301 | - | 0.2% | |
| Other (as described) | ACTUARIAL FEES | $8,450 | - | $8,450 | - | 0.1% |
| Information technology | $2,783 | - | $2,783 | - | 0.0% | |
| Total | $7,292,396 | 100% |
2017 · Form 990 · $7,229,370 spent · pay $0 · grants $0 · events $18,062
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,707,004 | $6,707,004 | - | - | 92.8% | |
| Other (as described) | ADMINISTRATIVE FEES | $248,400 | - | $248,400 | - | 3.4% |
| Fees: legal | $57,339 | - | $57,339 | - | 0.8% | |
| Other (as described) | CONSULTING FEES | $49,586 | - | $49,586 | - | 0.7% |
| Other (as described) | SALARY REIMBURSEMENTS | $34,551 | - | $34,551 | - | 0.5% |
| All other expenses | $31,543 | - | $31,543 | - | 0.4% | |
| Fees: investment management | $27,597 | - | $27,597 | - | 0.4% | |
| Conferences, conventions and meetings | $18,062 | - | $18,062 | - | 0.2% | |
| Fees: accounting | $15,750 | - | $15,750 | - | 0.2% | |
| Insurance | $15,090 | - | $15,090 | - | 0.2% | |
| Office expenses | $11,152 | - | $11,152 | - | 0.2% | |
| Other (as described) | BANK SERVICE CHARGES | $7,653 | - | $7,653 | - | 0.1% |
| Occupancy | $5,643 | - | $5,643 | - | 0.1% | |
| Total | $7,229,370 | 100% |
2016 · Form 990 · $8,244,763 spent · pay $0 · grants $0 · events $11,582
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,694,175 | $7,694,175 | - | - | 93.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $248,400 | - | $248,400 | - | 3.0% |
| Fees: legal | $68,092 | - | $68,092 | - | 0.8% | |
| Other (as described) | CONSULTING FEES | $64,184 | - | $64,184 | - | 0.8% |
| Other (as described) | SALARY REIMBURSEMENTS | $34,294 | - | $34,294 | - | 0.4% |
| Fees: investment management | $31,594 | - | $31,594 | - | 0.4% | |
| All other expenses | $30,295 | - | $30,295 | - | 0.4% | |
| Fees: accounting | $19,275 | - | $19,275 | - | 0.2% | |
| Insurance | $16,782 | - | $16,782 | - | 0.2% | |
| Office expenses | $12,714 | - | $12,714 | - | 0.2% | |
| Conferences, conventions and meetings | $11,582 | - | $11,582 | - | 0.1% | |
| Other (as described) | BANK SERVICE CHARGES | $8,163 | - | $8,163 | - | 0.1% |
| Occupancy | $5,213 | - | $5,213 | - | 0.1% | |
| Total | $8,244,763 | 100% |
2015 · Form 990 · $8,769,581 spent · pay $0 · grants $0 · events $4,142
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,231,236 | $8,231,236 | - | - | 93.9% | |
| Other (as described) | ADMINISTRATIVE FEES | $248,400 | - | $248,400 | - | 2.8% |
| Other (as described) | CONSULTING FEES | $60,176 | - | $60,176 | - | 0.7% |
| Fees: legal | $55,522 | - | $55,522 | - | 0.6% | |
| Other (as described) | SALARY REIMBURSEMENTS | $35,510 | - | $35,510 | - | 0.4% |
| Fees: investment management | $34,450 | - | $34,450 | - | 0.4% | |
| All other expenses | $27,864 | - | $27,864 | - | 0.3% | |
| Fees: accounting | $21,700 | - | $21,700 | - | 0.2% | |
| Office expenses | $20,505 | - | $20,505 | - | 0.2% | |
| Insurance | $16,156 | - | $16,156 | - | 0.2% | |
| Other (as described) | BANK SERVICE CHARGES | $8,707 | - | $8,707 | - | 0.1% |
| Occupancy | $5,213 | - | $5,213 | - | 0.1% | |
| Conferences, conventions and meetings | $4,142 | - | $4,142 | - | 0.0% | |
| Total | $8,769,581 | 100% |
2014 · Form 990 · $7,840,447 spent · pay $0 · grants $0 · events $4,196
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,298,179 | $7,298,179 | - | - | 93.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $248,400 | - | $248,400 | - | 3.2% |
| Other (as described) | CONSULTING FEES | $69,035 | - | $69,035 | - | 0.9% |
| Fees: legal | $61,510 | - | $61,510 | - | 0.8% | |
| Other (as described) | SALARY REIMBURSEMENTS | $33,922 | - | $33,922 | - | 0.4% |
| Fees: investment management | $33,220 | - | $33,220 | - | 0.4% | |
| All other expenses | $28,141 | - | $28,141 | - | 0.4% | |
| Fees: accounting | $17,500 | - | $17,500 | - | 0.2% | |
| Insurance | $17,285 | - | $17,285 | - | 0.2% | |
| Office expenses | $14,252 | - | $14,252 | - | 0.2% | |
| Other (as described) | BANK SERVICE CHARGES | $9,594 | - | $9,594 | - | 0.1% |
| Occupancy | $5,213 | - | $5,213 | - | 0.1% | |
| Conferences, conventions and meetings | $4,196 | - | $4,196 | - | 0.1% | |
| Total | $7,840,447 | 100% |
2013 · Form 990 · $7,210,965 spent · pay $0 · grants $0 · events $9,422
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,605,177 | $6,605,177 | - | - | 91.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $248,400 | - | $248,400 | - | 3.4% |
| Other (as described) | CONSULTING FEES | $94,463 | - | $94,463 | - | 1.3% |
| Fees: legal | $86,444 | - | $86,444 | - | 1.2% | |
| All other expenses | $38,829 | - | $38,829 | - | 0.5% | |
| Other (as described) | SALARY REIMBURSEMENTS | $36,139 | - | $36,139 | - | 0.5% |
| Fees: investment management | $32,271 | - | $32,271 | - | 0.4% | |
| Fees: accounting | $18,750 | - | $18,750 | - | 0.3% | |
| Insurance | $18,698 | - | $18,698 | - | 0.3% | |
| Other (as described) | PRINTING MAILING | $14,520 | - | $14,520 | - | 0.2% |
| Conferences, conventions and meetings | $9,422 | - | $9,422 | - | 0.1% | |
| Occupancy | $5,729 | - | $5,729 | - | 0.1% | |
| Office expenses | $2,123 | - | $2,123 | - | 0.0% | |
| Total | $7,210,965 | 100% |
2012 · Form 990 · $8,020,033 spent · pay $0 · grants $0 · events $14,527
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,538,281 | $7,538,281 | - | - | 94.0% | |
| Other (as described) | ADMINISTRATIVE FEES | $230,850 | - | $230,850 | - | 2.9% |
| Fees: legal | $45,057 | - | $45,057 | - | 0.6% | |
| All other expenses | $43,792 | - | $43,792 | - | 0.5% | |
| Other (as described) | CONSULTING FEES | $37,149 | - | $37,149 | - | 0.5% |
| Fees: investment management | $35,578 | - | $35,578 | - | 0.4% | |
| Other (as described) | SALARY REIMBURSEMENTS | $29,597 | - | $29,597 | - | 0.4% |
| Fees: accounting | $16,500 | - | $16,500 | - | 0.2% | |
| Conferences, conventions and meetings | $14,527 | - | $14,527 | - | 0.2% | |
| Insurance | $13,314 | - | $13,314 | - | 0.2% | |
| Other (as described) | PRINTING MAILING | $9,476 | - | $9,476 | - | 0.1% |
| Occupancy | $4,358 | - | $4,358 | - | 0.1% | |
| Office expenses | $1,554 | - | $1,554 | - | 0.0% | |
| Total | $8,020,033 | 100% |
2011 · Form 990 · $8,487,751 spent · pay $0 · grants $0 · events $7,323
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,704,357 | - | - | - | 90.8% | |
| Fees: other services | $372,008 | - | - | - | 4.4% | |
| Fees: management | $225,000 | - | - | - | 2.7% | |
| Fees: legal | $45,138 | - | - | - | 0.5% | |
| Fees: investment management | $33,986 | - | - | - | 0.4% | |
| Other (as described) | SALARY REIMBURSEMENTS | $30,572 | - | - | - | 0.4% |
| Fees: accounting | $18,775 | - | - | - | 0.2% | |
| Other (as described) | INSURANCE | $11,404 | - | - | - | 0.1% |
| Other (as described) | EMPLOYEE BENEFIT REIMBURS | $11,366 | - | - | - | 0.1% |
| Other (as described) | BANK CHARGES | $9,283 | - | - | - | 0.1% |
| Office expenses | $9,199 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $7,323 | - | - | - | 0.1% | |
| All other expenses | $4,969 | - | - | - | 0.1% | |
| Occupancy | $4,263 | - | - | - | 0.1% | |
| Depreciation and depletion | $108 | - | - | - | 0.0% | |
| Total | $8,487,751 | 100% |
2010 · Form 990 · $5,893,524 spent · pay $0 · grants $0 · events $6,854
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,133,858 | - | - | - | 87.1% | |
| Fees: other services | $327,381 | - | - | - | 5.6% | |
| Fees: management | $225,000 | - | - | - | 3.8% | |
| Fees: legal | $71,432 | - | - | - | 1.2% | |
| Fees: investment management | $32,722 | - | - | - | 0.6% | |
| Other (as described) | SALARY REIMBURSEMENTS | $29,759 | - | - | - | 0.5% |
| Fees: accounting | $19,525 | - | - | - | 0.3% | |
| Other (as described) | EMPLOYEE BENEFIT REIMBURS | $10,955 | - | - | - | 0.2% |
| Other (as described) | INSURANCE | $10,782 | - | - | - | 0.2% |
| Other (as described) | BANK CHARGES | $8,754 | - | - | - | 0.1% |
| Office expenses | $8,385 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $6,854 | - | - | - | 0.1% | |
| Occupancy | $4,284 | - | - | - | 0.1% | |
| Other (as described) | PAYROLL TAX REIMBURSEMENT | $2,338 | - | - | - | 0.0% |
| All other expenses | $1,387 | - | - | - | 0.0% | |
| Depreciation and depletion | $108 | - | - | - | 0.0% | |
| Total | $5,893,524 | 100% |
Comments