UBC HEALTHCARE TRUST FUND
Cite this
Plain text UBC HEALTHCARE TRUST FUND. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/237331128. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). UBC HEALTHCARE TRUST FUND [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 18, 2026, from https://strategystudio.org/org/237331128
MLA “UBC HEALTHCARE TRUST FUND.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/237331128. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990 · revenue $19.8M · expenses $7.9M · assets $0
- Also known as
- UBC HEALTHCARE TRUST FUND
- EIN
- 23-7331128
- Address
- PO BOX 1449, GOODLETTSVILLE, TN 37070
- NTEE code
- -
- Subsection
- -
- Ruling year
- -
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PROVIDING HEALTH AND 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
No one listed on these returns was paid.
Unpaid officers and directors · 15 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Larry Wyatt | TRUSTEE | 2010-2025 | 1 |
| Tony Hadley | TRUSTEE | 2013-2025 | 1 |
| Sam Spencer | TRUSTEE | 2018-2025 | 1 |
| Darcy Harris | TRUSTEE | 2023-2025 | 1 |
| Steve Herring | CHAIRMAN | 2010-2025 | 1 |
| John Skedgell | SECRETARY | 2012-2025 | 1 |
| Paul Schmitt (former) | TRUSTEE | 2021-2022 | 1 |
| Andrea Breheny (former) | TRUSTEE | 2017-2019 | 1 |
| Siobhan Watson (former) | TRUSTEE | 2017-2018 | 1 |
| Siobhan Foley (former) | TRUSTEE | 2013-2016 | 1 |
| Brooks Burton (former) | TRUSTEE | 2010-2016 | 1 |
| Carl Young (former) | SECRETARY | 2010-2012 | 1 |
| Mike Pieti (former) | TRUSTEE | 2010-2012 | 1 |
| Michele Astemborski (former) | TRUSTEE | 2011 | 1 |
| Clovis Young (former) | TRUSTEE | 2010-2011 | 1 |
People by year
2025 · 6 people listed · none paid · 83 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SAM SPENCER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DARCY HARRIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
2024 · 6 people listed · none paid · 80 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LARRY WYATT | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| SAM SPENCER | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| DARCY HARRIS | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| STEVE HERRING | CHAIRMAN | - | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | - | $0 | $0 | $0 | $0 | 1 |
2023 · 5 people listed · none paid · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LARRY WYATT | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| DARCY HARRIS | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| STEVE HERRING | CHAIRMAN | - | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | - | $0 | $0 | $0 | $0 | 1 |
2022 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LARRY WYATT | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| PAUL SCHMITT | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| STEVE HERRING | CHAIRMAN | - | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | - | $0 | $0 | $0 | $0 | 1 |
| SAM SPENCER | SECRETARY | - | $0 | $0 | $0 | $0 | 1 |
2021 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LARRY WYATT | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| PAUL SCHMITT | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| STEVE HERRING | CHAIRMAN | - | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | - | $0 | $0 | $0 | $0 | 1 |
| SAM SPENCER | SECRETARY | - | $0 | $0 | $0 | $0 | 1 |
2020 · 5 people listed · none paid · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SAM SPENCER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREA BREHENY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SAM SPENCER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 7 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SIOBHAN WATSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREA BREHENY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SAM SPENCER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SIOBHAN WATSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREA BREHENY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SIOBHAN FOLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BROOKS BURTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SIOBHAN FOLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BROOKS BURTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SIOBHAN FOLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BROOKS BURTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY HADLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SIOBHAN FOLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BROOKS BURTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CARL YOUNG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE PIETI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN SKEDGELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BROOKS BURTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 12 | $0 | $0 | $0 | $0 | 1 |
| CARL YOUNG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE PIETI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHELE ASTEMBORSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BROOKS BURTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CLOVIS YOUNG | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
2010 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVE HERRING | CHAIRMAN | 12 | $0 | $0 | $0 | $0 | 1 |
| CARL YOUNG | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY WYATT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE PIETI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CLOVIS YOUNG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BROOKS BURTON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2025 · 3 contractors · $921K
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | CINCINNATI, OH | ADMIN FEES | $478,204 |
| SOUTHERN BENEFIT ADMINISTRATORS | GOODLETTSVILLE, TN | ADMIN FEES | $318,549 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $124,555 |
2024 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | CINCINNATI, OH | ADMIN FEES | $642,804 |
| SOUTHERN BENEFIT ADMINISTRATORS | GOODLETTSVILLE, TN | ADMIN FEES | $396,019 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $139,957 |
2023 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | CINCINNATI, OH | ADMIN FEES | $756,558 |
| SOUTHERN BENEFIT ADMINISTRATORS | GOODLETTSVILLE, TN | ADMIN FEES | $444,916 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $132,859 |
2022 · 3 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | CINCINNATI, OH | ADMIN FEES | $670,324 |
| SOUTHERN BENEFIT ADMINISTRATORS | GOODLETTSVILLE, TN | ADMIN FEES | $244,756 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $124,727 |
2021 · 3 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | CINCINNATI, OH | ADMIN FEES | $654,044 |
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GNRL ADMIN FEES | $217,273 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $179,797 |
2020 · 2 contractors · $325K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GENERAL PLAN AD | $206,319 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $118,884 |
2019 · 2 contractors · $353K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GENERAL PLAN AD | $214,905 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $137,620 |
2018 · 2 contractors · $387K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GENERAL PLAN AD | $245,558 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $141,574 |
2017 · 2 contractors · $460K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GENERAL PLAN AD | $306,783 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $153,277 |
2016 · 1 contractor · $240K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GENERAL PLAN AD | $239,728 |
2015 · 2 contractors · $343K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GENERAL PLAN AD | $235,461 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $107,117 |
2014 · 2 contractors · $369K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GENERAL PLAN AD | $260,212 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $108,864 |
2013 · 2 contractors · $375K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEALTHSMART BENEFIT SOLUTIONS INC | GENERAL PLAN AD | $261,301 | |
| SLEVIN & HART PC | LEGAL | $114,145 |
2012 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | INDIANAPOLIS, IN | CLAIM PROCESSIN | $836,958 |
| HEALTHSMART BENEFIT SOLUTIONS INC | CHARLESTON, WV | GENERAL PLAN AD | $245,788 |
| SLEVIN & HART PC | WASHINGTON, DC | LEGAL | $104,990 |
2011 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | INDIANAPOLIS, IN | CLAIM PROCESSIN | $950,083 |
| WELLS FARGO TPA | CHARLESTON, WV | GENERAL PLAN AD | $292,969 |
2010 · 2 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM INSURANCE COMPANIES INC | INDIANAPOLIS, IN | CLAIM PROCESSIN | $1,256,687 |
| WELLS FARGO TPA | CHARLESTON, WV | GENERAL PLAN AD | $341,020 |
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $19,807,692 | $7,902,172 | $0 | $0 | $0 | $12,250,349 | - | 83 | 6 |
| 2024 · Form 990 | ||||||||
| $18,327,666 | $14,842,075 | $62,763,383 | $59,183,865 | $0 | $15,323,247 | - | 80 | 6 |
| 2023 · Form 990 | ||||||||
| $16,453,762 | $18,947,609 | $59,988,721 | $54,838,044 | $0 | $16,043,835 | - | 0 | 5 |
| 2022 · Form 990 | ||||||||
| $14,789,530 | $13,764,445 | $58,979,943 | $54,955,070 | $0 | $14,243,363 | - | 0 | 6 |
| 2021 · Form 990 | ||||||||
| $17,638,933 | $14,923,640 | $61,050,279 | $57,472,811 | $0 | $14,854,337 | - | 0 | 6 |
| 2020 · Form 990 | ||||||||
| $17,731,108 | $14,179,463 | $59,909,755 | $55,491,822 | $0 | $14,977,137 | - | 0 | 5 |
| 2019 · Form 990 | ||||||||
| $17,971,329 | $15,162,048 | $55,477,977 | $51,091,496 | $0 | $15,890,031 | - | 0 | 6 |
| 2018 · Form 990 | ||||||||
| $16,774,595 | $16,685,673 | $49,860,112 | $45,659,585 | $0 | $16,042,100 | - | 0 | 6 |
| 2017 · Form 990 | ||||||||
| $19,939,826 | $16,375,221 | $49,736,145 | $45,615,839 | $0 | $18,495,126 | - | 0 | 6 |
| 2016 · Form 990 | ||||||||
| $15,982,756 | $12,568,488 | $45,873,794 | $41,210,317 | $0 | $14,257,155 | - | 0 | 6 |
| 2015 · Form 990 | ||||||||
| $15,237,373 | $12,666,467 | $41,864,387 | $37,445,455 | $0 | $13,920,751 | - | 0 | 6 |
| 2014 · Form 990 | ||||||||
| $16,345,328 | $13,155,213 | $41,507,762 | $36,815,077 | $0 | $14,872,539 | - | 0 | 6 |
| 2013 · Form 990 | ||||||||
| $15,287,296 | $13,046,086 | $38,638,069 | $33,262,095 | $0 | $14,412,099 | - | 0 | - |
| 2012 · Form 990 | ||||||||
| $15,517,493 | $13,432,925 | $36,339,232 | $31,874,910 | $0 | $13,686,846 | - | 0 | - |
| 2011 · Form 990 | ||||||||
| $17,066,349 | $15,271,044 | $34,697,693 | $29,275,483 | $0 | $15,378,673 | - | 0 | - |
| 2010 · Form 990 | ||||||||
| $19,683,241 | $17,762,019 | $32,362,483 | $26,541,642 | $0 | $18,025,565 | - | 0 | - |
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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HEARTLAND HEALTHCARE FUND | MN | Not reported | $32,673,526 | $34,229,514 | TRUSTEE | $0 | Similar name, revenue within 2x |
| HEARTLAND HEALTH CARE PLAN TRUST FUND | MO | Not reported | $37,226,009 | $42,989,161 | TRUSTEE/STAFF PHYSICIAN | $1,076,207 | Similar name, revenue within 2x |
| CARDINAL HEALTH CARE TRUST FUND | MO | Not reported | $2,236,155 | $2,160,104 | PRESIDENT | $0 | Similar name, revenue within 10x |
| ANHAD HEALTHCARE TRUST | NJ | E32 | $105,067 | $98,536 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| LABOR HEALTH TRUST FUND | NY | Not reported | - | $2,199 | TRUSTEE | $0 | Similar name |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
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.
2025 · Form 990 · $7,902,172 spent · pay $0 · grants $0 · events $29,068
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,604,423 | - | - | - | 83.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $517,670 | - | - | - | 6.6% |
| Fees: management | $269,500 | - | - | - | 3.4% | |
| Fees: investment management | $198,126 | - | - | - | 2.5% | |
| Fees: legal | $124,555 | - | - | - | 1.6% | |
| Fees: accounting | $62,182 | - | - | - | 0.8% | |
| Other (as described) | PRINTING AND POSTAGE | $34,023 | - | - | - | 0.4% |
| Conferences, conventions and meetings | $29,068 | - | - | - | 0.4% | |
| Fees: other services | $24,882 | - | - | - | 0.3% | |
| Other (as described) | FIDUCIARY INSURANCE | $20,574 | - | - | - | 0.3% |
| Depreciation and depletion | $9,808 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $7,361 | - | - | - | 0.1% |
| Total | $7,902,172 | 100% |
2024 · Form 990 · $14,842,075 spent · pay $0 · grants $0 · events $44,861
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,286,975 | - | - | - | 89.5% | |
| Other (as described) | ADMINISTRATIVE FEES | $683,817 | - | - | - | 4.6% |
| Fees: management | $334,000 | - | - | - | 2.3% | |
| Fees: investment management | $189,906 | - | - | - | 1.3% | |
| Fees: legal | $139,957 | - | - | - | 0.9% | |
| Fees: accounting | $57,631 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $44,861 | - | - | - | 0.3% | |
| Fees: other services | $43,987 | - | - | - | 0.3% | |
| Other (as described) | FIDUCIARY INSURANCE | $22,508 | - | - | - | 0.2% |
| Other (as described) | PRINTING AND POSTAGE | $18,396 | - | - | - | 0.1% |
| Depreciation and depletion | $13,941 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $6,096 | - | - | - | 0.0% |
| Total | $14,842,075 | 100% |
2023 · Form 990 · $18,947,609 spent · pay $0 · grants $0 · events $47,185
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,243,008 | - | - | - | 91.0% | |
| Other (as described) | ADMINISTRATIVE FEES | $840,843 | - | - | - | 4.4% |
| Fees: management | $354,000 | - | - | - | 1.9% | |
| Fees: investment management | $184,765 | - | - | - | 1.0% | |
| Fees: legal | $132,859 | - | - | - | 0.7% | |
| Fees: accounting | $65,720 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $47,185 | - | - | - | 0.2% | |
| Fees: other services | $43,432 | - | - | - | 0.2% | |
| Other (as described) | FIDUCIARY INSURANCE | $20,398 | - | - | - | 0.1% |
| Depreciation and depletion | $9,423 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $5,976 | - | - | - | 0.0% |
| Total | $18,947,609 | 100% |
2022 · Form 990 · $13,764,445 spent · pay $0 · grants $0 · events $72,533
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,186,601 | - | - | - | 88.5% | |
| Other (as described) | ADMINISTRATIVE FEES | $780,456 | - | - | - | 5.7% |
| Fees: management | $270,118 | - | - | - | 2.0% | |
| Fees: investment management | $206,366 | - | - | - | 1.5% | |
| Fees: legal | $124,727 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $72,533 | - | - | - | 0.5% | |
| Fees: accounting | $57,657 | - | - | - | 0.4% | |
| Fees: other services | $35,080 | - | - | - | 0.3% | |
| Other (as described) | FIDUCIARY INSURANCE | $20,853 | - | - | - | 0.2% |
| Other (as described) | PCORI FEES | $5,998 | - | - | - | 0.0% |
| Depreciation and depletion | $4,056 | - | - | - | 0.0% | |
| Total | $13,764,445 | 100% |
2021 · Form 990 · $14,923,640 spent · pay $0 · grants $0 · events $29,774
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,378,461 | - | - | - | 89.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $773,672 | - | - | - | 5.2% |
| Fees: investment management | $230,571 | - | - | - | 1.5% | |
| Fees: management | $217,273 | - | - | - | 1.5% | |
| Fees: legal | $179,797 | - | - | - | 1.2% | |
| Fees: accounting | $45,641 | - | - | - | 0.3% | |
| Fees: other services | $40,149 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $29,774 | - | - | - | 0.2% | |
| Other (as described) | FIDUCIARY INSURANCE | $22,076 | - | - | - | 0.1% |
| Other (as described) | PCORI FEES | $6,226 | - | - | - | 0.0% |
| Total | $14,923,640 | 100% |
2020 · Form 990 · $14,179,463 spent · pay $0 · grants $0 · events $1,265
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,778,488 | - | - | - | 90.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $774,588 | - | - | - | 5.5% |
| Fees: investment management | $217,585 | - | - | - | 1.5% | |
| Fees: management | $208,882 | - | - | - | 1.5% | |
| Fees: legal | $114,873 | - | - | - | 0.8% | |
| Fees: accounting | $33,443 | - | - | - | 0.2% | |
| Fees: other services | $26,210 | - | - | - | 0.2% | |
| Other (as described) | FIDUCIARY INSURANCE | $23,816 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $1,265 | - | - | - | 0.0% | |
| Other (as described) | RESEARCH INSTITUTE FEES | $313 | - | - | - | 0.0% |
| Total | $14,179,463 | 100% |
2019 · Form 990 · $15,162,048 spent · pay $0 · grants $0 · events $56,687
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,684,004 | - | - | - | 90.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $735,969 | - | - | - | 4.9% |
| Fees: management | $214,241 | - | - | - | 1.4% | |
| Fees: investment management | $203,934 | - | - | - | 1.3% | |
| Fees: legal | $145,996 | - | - | - | 1.0% | |
| Conferences, conventions and meetings | $56,687 | - | - | - | 0.4% | |
| Fees: accounting | $51,461 | - | - | - | 0.3% | |
| Other (as described) | FIDUCIARY INSURANCE | $40,100 | - | - | - | 0.3% |
| Fees: other services | $28,326 | - | - | - | 0.2% | |
| Other (as described) | RESEARCH INSTITUTE FEES | $1,330 | - | - | - | 0.0% |
| Total | $15,162,048 | 100% |
2018 · Form 990 · $16,685,673 spent · pay $0 · grants $0 · events $69,339
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,001,059 | - | - | - | 89.9% | |
| Other (as described) | ADMINISTRATIVE FEES | $925,987 | - | - | - | 5.5% |
| Fees: management | $242,864 | - | - | - | 1.5% | |
| Fees: investment management | $197,958 | - | - | - | 1.2% | |
| Fees: legal | $137,337 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $69,339 | - | - | - | 0.4% | |
| Fees: accounting | $50,132 | - | - | - | 0.3% | |
| Other (as described) | FIDUCIARY INSURANCE | $37,979 | - | - | - | 0.2% |
| Fees: other services | $23,018 | - | - | - | 0.1% | |
| Total | $16,685,673 | 100% |
2017 · Form 990 · $16,375,221 spent · pay $0 · grants $0 · events $43,495
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,491,692 | - | - | - | 88.5% | |
| Other (as described) | ADMINISTRATIVE FEES | $1,076,448 | - | - | - | 6.6% |
| Fees: management | $288,389 | - | - | - | 1.8% | |
| Fees: investment management | $212,933 | - | - | - | 1.3% | |
| Fees: legal | $155,545 | - | - | - | 0.9% | |
| Fees: accounting | $54,628 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $43,495 | - | - | - | 0.3% | |
| Other (as described) | FIDUCIARY INSURANCE | $37,916 | - | - | - | 0.2% |
| Fees: other services | $8,175 | - | - | - | 0.0% | |
| Other (as described) | RESEARCH INSTITUTE FEES | $6,000 | - | - | - | 0.0% |
| Total | $16,375,221 | 100% |
2016 · Form 990 · $12,568,488 spent · pay $0 · grants $0 · events $47,221
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,901,871 | - | - | - | 86.7% | |
| Other (as described) | ADMINISTRATIVE FEES | $897,910 | - | - | - | 7.1% |
| Fees: management | $246,244 | - | - | - | 2.0% | |
| Fees: investment management | $201,909 | - | - | - | 1.6% | |
| Fees: legal | $93,754 | - | - | - | 0.7% | |
| Other (as described) | TRANSITIONAL REINSURANCE | $81,031 | - | - | - | 0.6% |
| Fees: accounting | $47,450 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $47,221 | - | - | - | 0.4% | |
| Other (as described) | FIDUCIARY INSURANCE | $37,434 | - | - | - | 0.3% |
| Fees: other services | $8,100 | - | - | - | 0.1% | |
| Other (as described) | RESEARCH INSTITUTE FEES | $5,564 | - | - | - | 0.0% |
| Total | $12,568,488 | 100% |
2015 · Form 990 · $12,666,467 spent · pay $0 · grants $0 · events $53,606
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,901,682 | - | - | - | 86.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $983,105 | - | - | - | 7.8% |
| Fees: management | $234,829 | - | - | - | 1.9% | |
| Fees: investment management | $193,032 | - | - | - | 1.5% | |
| Other (as described) | TRANSITIONAL REINSURANCE | $107,358 | - | - | - | 0.8% |
| Fees: legal | $106,999 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $53,606 | - | - | - | 0.4% | |
| Fees: accounting | $44,525 | - | - | - | 0.4% | |
| Other (as described) | FIDUCIARY INSURANCE | $33,183 | - | - | - | 0.3% |
| Other (as described) | RESEARCH INSTITUTE FEES | $6,000 | - | - | - | 0.0% |
| All other expenses | $1,613 | - | - | - | 0.0% | |
| Office expenses | $535 | - | - | - | 0.0% | |
| Total | $12,666,467 | 100% |
2014 · Form 990 · $13,155,213 spent · pay $0 · grants $0 · events $47,185
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,293,573 | - | - | - | 85.8% | |
| Other (as described) | ADMINISTRATIVE FEES | $970,098 | - | - | - | 7.4% |
| Fees: management | $255,742 | - | - | - | 1.9% | |
| Other (as described) | TRANSITIONAL REINSURANCE | $190,691 | - | - | - | 1.4% |
| Fees: investment management | $187,273 | - | - | - | 1.4% | |
| Fees: legal | $111,923 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $47,185 | - | - | - | 0.4% | |
| Fees: accounting | $45,895 | - | - | - | 0.3% | |
| Other (as described) | FIDUCIARY INSURANCE | $36,710 | - | - | - | 0.3% |
| Other (as described) | RESEARCH INSTITUTE FEES | $14,386 | - | - | - | 0.1% |
| All other expenses | $1,172 | - | - | - | 0.0% | |
| Office expenses | $565 | - | - | - | 0.0% | |
| Total | $13,155,213 | 100% |
2013 · Form 990 · $13,046,086 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,452,247 | - | - | - | 87.8% | |
| Other (as described) | ADMINISTRATION FEES | $1,142,259 | - | - | - | 8.8% |
| Other (as described) | BANK & INVESTMENT FEES | $184,995 | - | - | - | 1.4% |
| Fees: legal | $114,145 | - | - | - | 0.9% | |
| Other (as described) | TRUSTEE MEETINGS | $55,130 | - | - | - | 0.4% |
| Fees: accounting | $46,134 | - | - | - | 0.4% | |
| Other (as described) | FIDUCIARY INSURANCE | $44,461 | - | - | - | 0.3% |
| All other expenses | $6,715 | - | - | - | 0.1% | |
| Total | $13,046,086 | 100% |
2012 · Form 990 · $13,432,925 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,889,640 | - | - | - | 88.5% | |
| Other (as described) | ADMINISTRATION FEES | $1,107,484 | - | - | - | 8.2% |
| Other (as described) | BANK & INVESTMENT FEES | $177,970 | - | - | - | 1.3% |
| Fees: legal | $104,990 | - | - | - | 0.8% | |
| Fees: accounting | $51,485 | - | - | - | 0.4% | |
| Other (as described) | TRUSTEE MEETINGS | $47,664 | - | - | - | 0.4% |
| Other (as described) | FIDUCIARY INSURANCE | $41,834 | - | - | - | 0.3% |
| All other expenses | $11,858 | - | - | - | 0.1% | |
| Total | $13,432,925 | 100% |
2011 · Form 990 · $15,271,044 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,603,914 | - | - | - | 89.1% | |
| Other (as described) | ADMINISTRATION FEES | $1,253,591 | - | - | - | 8.2% |
| Other (as described) | BANK & INVESTMENT FEES | $173,070 | - | - | - | 1.1% |
| Fees: legal | $93,042 | - | - | - | 0.6% | |
| Other (as described) | TRUSTEE MEETINGS | $49,786 | - | - | - | 0.3% |
| Other (as described) | FIDUCIARY INSURANCE | $41,556 | - | - | - | 0.3% |
| Fees: accounting | $32,784 | - | - | - | 0.2% | |
| All other expenses | $23,301 | - | - | - | 0.2% | |
| Total | $15,271,044 | 100% |
2010 · Form 990 · $17,762,019 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,763,056 | - | - | - | 88.7% | |
| Other (as described) | ADMINISTRATION FEES | $1,611,314 | - | - | - | 9.1% |
| Other (as described) | BANK & INVESTMENT FEES | $171,700 | - | - | - | 1.0% |
| Fees: legal | $91,029 | - | - | - | 0.5% | |
| Fees: accounting | $41,942 | - | - | - | 0.2% | |
| Other (as described) | FIDUCIARY INSURANCE | $41,903 | - | - | - | 0.2% |
| Other (as described) | TRUSTEE MEETINGS | $33,466 | - | - | - | 0.2% |
| Other (as described) | MISCELLANEOUS | $7,609 | - | - | - | 0.0% |
| Total | $17,762,019 | 100% |