{"success":true,"data":{"_id":261851652,"filings":[{"Organization":{"value":null,"Person":["JACK MARTIN","GARY PETRONI","FRANCINE PARKER","RICHARD LEIN","SUZANNE DANIELS PHD","GEORGE HARDY","RICHARD ISAACSON"],"Title":["COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[4.0,4.0,4.0,4.0,6.0,4.0,4.0],"Total Compensation":[24360,24360,24360,24360,29430,0,24360],"Direct compensation":[24360,24360,24360,24360,29430,0,24360],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2019,"name":"UAW RETIREES OF THE DANA CORP HEALTH AND WELFARE TRUST","phone":2488139800,"website":"WWW.OURBENEFITOFFICE.COM/UAWDANARETIREES","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2008,"state_legal_domicile":"MI","total_volunteers":1,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"1423 EAST 12 MILE RD, MADISON HEIGHTS, MI, 48071, USA","city":"MADISON HEIGHTS","state":"MI","country":"USA","zip_code":48071},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":28446094,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":4844457,"Total revenue":{"value":4844457,"PRESCRIPTION BENEFIT REBATE":4842933,"PARTICIPANT PAYMENTS":1524},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":23601637,"Investment income total":12200748,"Net investment gain":11400889,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":25594630,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":23772141,"Benefits paid to members Total":23772141},"Salaries":{"value":200966,"Current officers":200966,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1621523,"Management services":237928,"Legal":47169,"Accounting":38500,"Lobbying services":0,"Investment management fees":863689,"Other services":272966,"Advertising":0,"Office expenses":62194,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":3676,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":94743,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":658,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":392612544,"Non-interest bearing cash":0,"Savings and temp cash investments":7059692,"Pledges and grants receivable":0,"Accounts receivable":2650786,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":523592,"Land, building, equipment":0,"Investments publicly traded":293409261,"Investments other":88969213,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":2044097,"Sum of Total Liabilities":0,"Accounts payable, accrued":246350,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1797747},"Fund balance":{"value":390568447,"Net assets without donor restriction":390568447,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10024096805698526,"percentile":0.6236529840244287},"Liabilities to Assets Ratio":{"score":0.005206397582650849,"percentile":0.5275878230118659},"Operating Reserve Ratio":{"score":15.339645230269007,"percentile":0.9278053149602719},"Officer Compensation Ratio":{"score":0.005908661309032403,"percentile":0.9776293291436046},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.033815138386473285,"percentile":0.25714062540682686},"Asset Growth":{"score":-4.433467343848099e-05,"percentile":0.31886379687043975},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6022232540140426,"percentile":0.6119727228894267}},"source_xml":"202012889349301471_public.xml"},{"Organization":{"value":null,"Person":["JACK MARTIN","GARY PETRONI","FRANCINE PARKER","RICHARD LEIN","SUZANNE DANIELS PHD","JOSEPH STACKPOOLE","GEORGE HARDY"],"Title":["COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[4.0,4.0,4.0,4.0,6.0,4.0,4.0],"Total Compensation":[22330,22330,20300,22330,27400,22346,0],"Direct compensation":[22330,22330,20300,22330,27400,22346,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2017,"name":"UAW RETIREES OF THE DANA CORP HEALTH AND WELFARE TRUST","phone":2488139800,"website":null,"type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Austria","Belarus","Belgium","Bosnia and Herzegovina","Bulgaria","Croatia","Cyprus","Czechia","Denmark","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Guernsey","Hungary","Iceland","Ireland","Isle of Man","Italy","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Malta","Moldova","Monaco","Montenegro","Netherlands","North Macedonia","Norway","Poland","Portugal","Romania","Russia","San Marino","Serbia","Slovakia","Slovenia","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Ukraine","United Kingdom","Vatican City","Åland Islands"],"principal_officer":null,"year_formation":2008,"state_legal_domicile":"MI","total_volunteers":2,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"700 TOWER DR NO 300, TROY, MI, 48098, USA","city":"TROY","state":"MI","country":"USA","zip_code":48098},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":26628921,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":10571215,"Total revenue":{"value":10571215,"PRESCRIPTION BENEFIT REBATE":5380499,"PARTICIPANT PAYMENTS":5190716},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":16057706,"Investment income total":11160988,"Net investment gain":4896718,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":29487454,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":27557454,"Benefits paid to members Total":27557454},"Salaries":{"value":179525,"Current officers":179525,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1750475,"Management services":250744,"Legal":86751,"Accounting":38000,"Lobbying services":0,"Investment management fees":921712,"Other services":305872,"Advertising":0,"Office expenses":37764,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":5114,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":103508,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":1010,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":395834642,"Non-interest bearing cash":0,"Savings and temp cash investments":6382790,"Pledges and grants receivable":0,"Accounts receivable":1870783,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":696904,"Land, building, equipment":0,"Investments publicly traded":262638963,"Investments other":124245202,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":791495,"Sum of Total Liabilities":0,"Accounts payable, accrued":286024,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":505471},"Fund balance":{"value":395043147,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":395043147,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.10734693305823394,"percentile":0.21595380500741948},"Liabilities to Assets Ratio":{"score":0.001999559705034609,"percentile":0.5564425801292293},"Operating Reserve Ratio":{"score":13.423832454304126,"percentile":0.9177332876068128},"Officer Compensation Ratio":{"score":0.004647264562074434,"percentile":0.9825659679606866},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.07945096576577118,"percentile":0.16951295000827302},"Asset Growth":{"score":0.002205269609422466,"percentile":0.32928482373829737},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5191506651240508,"percentile":0.37122436421370125}},"source_xml":"201803189349306370_public.xml"},{"Organization":{"value":null,"Person":["JACK MARTIN","GARY PETRONI","FRANCINE PARKER","RICHARD LEIN","SUZANNE DANIELS PHD","DAVID BURTCH","GEORGE HARDY"],"Title":["COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[4.0,4.0,4.0,4.0,6.0,4.0,4.0],"Total Compensation":[22330,24360,24360,24360,29430,0,0],"Direct compensation":[22330,24360,24360,24360,29430,0,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2014,"name":"UAW RETIREES OF THE DANA CORP HEALTH AND WELFARE TRUST","phone":2488139800,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"SUZANNE DANIELS PHD","year_formation":2008,"state_legal_domicile":"MI","total_volunteers":3,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"700 TOWER DR NO 300, TROY, MI, 48098, USA","city":"TROY","state":"MI","country":"USA","zip_code":48098},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":39185574,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":12332009,"Total revenue":{"value":12332009,"PARTICIPANT PAYMENTS":7780768,"REBATES AND SUBSIDIES":4551241},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":26853565,"Investment income total":13451913,"Net investment gain":13401652,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":30082849,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":27509200,"Benefits paid to members Total":27509200},"Salaries":{"value":187812,"Current officers":187812,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2385837,"Management services":267967,"Legal":25041,"Accounting":32546,"Lobbying services":0,"Investment management fees":1410458,"Other services":464763,"Advertising":0,"Office expenses":40948,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":4517,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":139597,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":395990482,"Non-interest bearing cash":0,"Savings and temp cash investments":5890114,"Pledges and grants receivable":0,"Accounts receivable":2855890,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":755139,"Land, building, equipment":0,"Investments publicly traded":381091770,"Investments other":2041897,"Investments program related":0,"Intangible assets":0,"Other assets":3355672},"Liabilities":{"value":1058807,"Sum of Total Liabilities":0,"Accounts payable, accrued":399194,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":659613},"Fund balance":{"value":394931675,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":394931675,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.2322978604320049,"percentile":0.7863591647222082},"Liabilities to Assets Ratio":{"score":0.002673819316697617,"percentile":0.549263559984465},"Operating Reserve Ratio":{"score":13.163330441209208,"percentile":0.91618142866006},"Officer Compensation Ratio":{"score":0.004149872905987063,"percentile":0.9844633603038172},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.702260275420094,"percentile":0.852520296945254}},"source_xml":"201533179349306003_public.xml"},{"Organization":{"value":null,"Person":["SUZANNE DANIELS","GARY PETRONI","FRANCINE PARKER","JACK MARTIN","RICHARD ISSACSON","ANTHONY FEYERS","GEORGE HARDY"],"Title":["COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[6.0,4.0,4.0,4.0,4.0,4.0,4.0],"Total Compensation":[37449,31004,31004,36195,31004,28409,0],"Direct compensation":[37449,31004,31004,36195,31004,28409,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2024,"name":"UAW RETIREES OF DANA CORPORATION HEALTH AND WELFARE TRUST","phone":2028570620,"website":"WWW OURBENEFITOFFICE COM/UAWDANARETIREES","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"SUZANNE DANIELS","year_formation":2008,"state_legal_domicile":"MI","total_volunteers":1,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1701 PENNSYLVANIA AVE NW 1200, WASHINGTON, DC, 20006, USA","city":"WASHINGTON","state":"DC","country":"USA","zip_code":20006},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":21595074,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1819188,"Total revenue":1819188,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":19775886,"Investment income total":17199018,"Net investment gain":2576868,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":19575256,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":18134383,"Benefits paid to members Total":18134383},"Salaries":{"value":220494,"Current officers":220494,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1220379,"Management services":0,"Legal":55950,"Accounting":91890,"Lobbying services":0,"Investment management fees":584286,"Other services":77548,"Advertising":0,"Office expenses":19747,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":6170,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":59330,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":325458,"MISCELLANEOUS EXPENSE":317866,"FIDELITY BOND":6549,"ADMINISTRATIVE FEE":1043},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":376350312,"Non-interest bearing cash":4433944,"Savings and temp cash investments":3587251,"Pledges and grants receivable":0,"Accounts receivable":942262,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":298470,"Land, building, equipment":0,"Investments publicly traded":153315630,"Investments other":208290656,"Investments program related":0,"Intangible assets":0,"Other assets":5482099},"Liabilities":{"value":1184224,"Sum of Total Liabilities":0,"Accounts payable, accrued":1184224,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":375166088,"Net assets without donor restriction":375166088,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.09353142295321609,"percentile":0.6119140869007327},"Liabilities to Assets Ratio":{"score":0.0031466002876596524,"percentile":0.5446522066161613},"Operating Reserve Ratio":{"score":19.225818145111358,"percentile":0.9434318211718505},"Officer Compensation Ratio":{"score":0.009964876065988613,"percentile":0.960692965778075},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.09113330970155477,"percentile":0.15422115872134645},"Asset Growth":{"score":-0.002584183157916682,"percentile":0.3084394056678387},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5900633975877857,"percentile":0.5762230613135034}},"source_xml":"202533029349300528_public.xml"},{"Organization":{"value":null,"Person":["JACK MARTIN","GARY PETRONI","FRANCINE PARKER","RICHARD LEIN","SUZANNE DANIELS PHD","DAVID BURTCH","GEORGE HARDY"],"Title":["COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[4.0,4.0,4.0,4.0,6.0,4.0,4.0],"Total Compensation":[26390,24360,24360,26390,29430,0,0],"Direct compensation":[26390,24360,24360,26390,29430,0,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2015,"name":"UAW RETIREES OF THE DANA CORP HEALTH AND WELFARE TRUST","phone":2488139800,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2008,"state_legal_domicile":"MI","total_volunteers":3,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"700 TOWER DR NO 300, TROY, MI, 48098, USA","city":"TROY","state":"MI","country":"USA","zip_code":48098},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":29680149,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":10437066,"Total revenue":{"value":10437066,"PARTICIPANT PAYMENTS":6135322,"REBATES AND SUBSIDIES":4301744},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":19243083,"Investment income total":13114492,"Net investment gain":6128591,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":30934006,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":28942031,"Benefits paid to members Total":28942031},"Salaries":{"value":175946,"Current officers":175946,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1816029,"Management services":259526,"Legal":9173,"Accounting":35723,"Lobbying services":0,"Investment management fees":963136,"Other services":365164,"Advertising":0,"Office expenses":43089,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":1538,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":138680,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":371919920,"Non-interest bearing cash":0,"Savings and temp cash investments":8077908,"Pledges and grants receivable":0,"Accounts receivable":2204010,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":24740,"Land, building, equipment":0,"Investments publicly traded":343640218,"Investments other":17973044,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1799629,"Sum of Total Liabilities":0,"Accounts payable, accrued":253903,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1545726},"Fund balance":{"value":370120291,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":370120291,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.04224564371290724,"percentile":0.29760801552333055},"Liabilities to Assets Ratio":{"score":0.004838753998441385,"percentile":0.5303631973360995},"Operating Reserve Ratio":{"score":12.023011827178154,"percentile":0.9086664622850178},"Officer Compensation Ratio":{"score":0.004232558822158372,"percentile":0.9841478608305451},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.030298096367725045,"percentile":0.2663966106088972},"Asset Growth":{"score":-0.01443089421499068,"percentile":0.26478632128780005},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5380202695498738,"percentile":0.4227838147597894}},"source_xml":"201603209349311285_public.xml"},{"Organization":{"value":null,"Person":["SUZANNE DANIELS","GARY PETRONI","FRANCINE PARKER","JACK MARTIN","RICHARD ISSACSON","ANTHONY FEYERS","GEORGE HARDY","RICHARD LEIN"],"Title":["COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","INSTITUTIONAL TRUSTEE","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[6.0,4.0,4.0,4.0,4.0,4.0,4.0,4.0],"Total Compensation":[29430,24360,24360,24360,24360,25845,15563,0],"Direct compensation":[29430,24360,24360,24360,24360,25845,15563,0],"Other compensation":[0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2022,"name":"UAW RETIREES OF DANA CORPORATION HEALTH AND WELFARE TRUST","phone":2028570620,"website":"WWW OURBENEFITOFFICE COM/UAWDANARETIREES","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":null,"year_formation":2008,"state_legal_domicile":"MI","total_volunteers":1,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"1701 PENNSYLVANIA AVE NW 1200, WASHINGTON, DC, 20006, USA","city":"WASHINGTON","state":"DC","country":"USA","zip_code":20006},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":-9597183,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1560000,"Total revenue":1560000,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":-11157183,"Investment income total":14394553,"Net investment gain":-25551736,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":18482547,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":17102856,"Benefits paid to members Total":17102856},"Salaries":{"value":142696,"Current officers":142696,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1236995,"Management services":283740,"Legal":30893,"Accounting":59005,"Lobbying services":0,"Investment management fees":632966,"Other services":106344,"Advertising":0,"Office expenses":28896,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":2216,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":85732,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":7203,"FIDELITY BOND":6358,"MISCELLANEOUS EXPENSE":845},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":360666266,"Non-interest bearing cash":4140410,"Savings and temp cash investments":36299381,"Pledges and grants receivable":0,"Accounts receivable":1068145,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":219259,"Land, building, equipment":0,"Investments publicly traded":165470899,"Investments other":150452327,"Investments program related":0,"Intangible assets":0,"Other assets":3015845},"Liabilities":{"value":2633002,"Sum of Total Liabilities":0,"Accounts payable, accrued":1080939,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1552063},"Fund balance":{"value":358033264,"Net assets without donor restriction":358033264,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":2.925830423364856,"percentile":0.9984488490076485},"Liabilities to Assets Ratio":{"score":0.00730038334109129,"percentile":0.5135536344314385},"Operating Reserve Ratio":{"score":19.51388334086206,"percentile":0.9443929673042579},"Officer Compensation Ratio":{"score":0.009104697528971521,"percentile":0.9643754209305085},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.14125440799024508,"percentile":0.10744961086002748},"Asset Growth":{"score":4.4119111285882035e-05,"percentile":0.32012738492783643},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6569385737192077,"percentile":0.7584992989537002}},"source_xml":"202313139349305016_public.xml"},{"Organization":{"value":null,"Person":["JACK MARTIN","GARY PETRONI","FRANCINE PARKER","RICHARD LEIN","SUZANNE DANIELS PHD","DAVID BURTCH","GEORGE HARDY","COMERICA BANK"],"Title":["COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER","TRUSTEE"],"Hours":[4.0,4.0,4.0,4.0,6.0,4.0,4.0,4.0],"Total Compensation":[24360,24360,24360,24360,29430,0,0,61809],"Direct compensation":[24360,24360,24360,24360,29430,0,0,61809],"Other compensation":[0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2013,"name":"UAW RETIREES OF THE DANA CORP HEALTH AND WELFARE TRUST","phone":2488139800,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"SUZANNE DANIELS PHD","year_formation":2008,"state_legal_domicile":"MI","total_volunteers":3,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"700 TOWER DR NO 300, TROY, MI, 48098, USA","city":"TROY","state":"MI","country":"USA","zip_code":48098},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31711685,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":9291458,"Total revenue":{"value":9291458,"PARTICIPANT PAYMENTS":8350696,"REBATES AND SUBSIDIES":940762},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":22420227,"Investment income total":13579052,"Net investment gain":8841175,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":28872231,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":25893888,"Benefits paid to members Total":25893888},"Salaries":{"value":188679,"Current officers":188679,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":2789664,"Management services":283223,"Legal":32806,"Accounting":34684,"Lobbying services":0,"Investment management fees":1437205,"Other services":768283,"Advertising":0,"Office expenses":77851,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":8480,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":147132,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":382992290,"Non-interest bearing cash":0,"Savings and temp cash investments":4624769,"Pledges and grants receivable":0,"Accounts receivable":2905399,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":18197,"Land, building, equipment":0,"Investments publicly traded":375443925,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1685941,"Sum of Total Liabilities":0,"Accounts payable, accrued":673710,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1012231},"Fund balance":{"value":381306349,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":381306349,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.08953967599009639,"percentile":0.6047016729645449},"Liabilities to Assets Ratio":{"score":0.00440202334099206,"percentile":0.5338081929361408},"Operating Reserve Ratio":{"score":13.265074320027434,"percentile":0.9167986154322156},"Officer Compensation Ratio":{"score":0.006534964339956964,"percentile":0.9751258457070827},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6597865313793556,"percentile":0.765254381514376}},"source_xml":"201413189349305121_public.xml"},{"Organization":{"value":null,"Person":["SUZANNE DANIELS","GARY PETRONI","FRANCINE PARKER","JACK MARTIN","RICHARD ISSACSON","ANTHONY FEYERS","GEORGE HARDY"],"Title":["COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[6.0,4.0,4.0,4.0,4.0,4.0,4.0],"Total Compensation":[27457,25248,25248,25248,25248,25348,0],"Direct compensation":[27457,25248,25248,25248,25248,25348,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2023,"name":"UAW RETIREES OF DANA CORPORATION HEALTH AND WELFARE TRUST","phone":2028570620,"website":"WWW OURBENEFITOFFICE COM/UAWDANARETIREES","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"SUZANNE DANIELS","year_formation":2008,"state_legal_domicile":"MI","total_volunteers":1,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"1701 PENNSYLVANIA AVE NW 1200, WASHINGTON, DC, 20006, USA","city":"WASHINGTON","state":"DC","country":"USA","zip_code":20006},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":17681898,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1506200,"Total revenue":1506200,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":16175698,"Investment income total":15739900,"Net investment gain":435798,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":17584031,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":16322211,"Benefits paid to members Total":16322211},"Salaries":{"value":204216,"Current officers":204216,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1057604,"Management services":0,"Legal":40155,"Accounting":62190,"Lobbying services":0,"Investment management fees":455352,"Other services":91362,"Advertising":0,"Office expenses":67540,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":8988,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":60649,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":271368,"ADMINISTRATIVE FEE":264181,"FIDELITY BOND":6549,"MISCELLANEOUS EXPENSE":638},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":368425763,"Non-interest bearing cash":2698033,"Savings and temp cash investments":8465786,"Pledges and grants receivable":0,"Accounts receivable":914973,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":69065,"Land, building, equipment":0,"Investments publicly traded":154558107,"Investments other":196666637,"Investments program related":0,"Intangible assets":0,"Other assets":5053162},"Liabilities":{"value":2183330,"Sum of Total Liabilities":0,"Accounts payable, accrued":1086991,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1096339},"Fund balance":{"value":366242433,"Net assets without donor restriction":366242433,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.005534869616372631,"percentile":0.41214984717769393},"Liabilities to Assets Ratio":{"score":0.005926105661617372,"percentile":0.5224805525102707},"Operating Reserve Ratio":{"score":20.95229262277802,"percentile":0.9488850522981922},"Officer Compensation Ratio":{"score":0.008746401777840359,"percentile":0.9659006606441757},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.11625906890957613,"percentile":0.12757335062408817},"Asset Growth":{"score":-0.002362521104754113,"percentile":0.30930656294796466},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5492775986529074,"percentile":0.4551419361276926}},"source_xml":"202433169349305623_public.xml"},{"Organization":{"value":null,"Person":["JACK MARTIN","GARY PETRONI","FRANCINE PARKER","RICHARD LEIN","SUZANNE DANIELS PHD","JOSEPH STACKPOOLE","GEORGE HARDY","RICHARD ISAACSON"],"Title":["COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[4.0,4.0,4.0,4.0,6.0,4.0,4.0,4.0],"Total Compensation":[24360,24360,22330,24360,29430,18270,0,6090],"Direct compensation":[24360,24360,22330,24360,29430,18270,0,6090],"Other compensation":[0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2018,"name":"UAW RETIREES OF THE DANA CORP HEALTH AND WELFARE TRUST","phone":2488139800,"website":"WWW.OURBENEFITOFFICE.COM/UAWDANARETIREES","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2008,"state_legal_domicile":"MI","total_volunteers":1,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"1423 EAST 12 MILE RD, MADISON HEIGHTS, MI, 48071, USA","city":"MADISON HEIGHTS","state":"MI","country":"USA","zip_code":48071},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31267715,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":10970928,"Total revenue":{"value":10970928,"PRESCRIPTION BENEFIT REBATE":6158689,"PARTICIPANT PAYMENTS":4812239},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":20296787,"Investment income total":12453683,"Net investment gain":7843104,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":28014171,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":26165048,"Benefits paid to members Total":26165048},"Salaries":{"value":190253,"Current officers":190253,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1658870,"Management services":238847,"Legal":37433,"Accounting":38000,"Lobbying services":0,"Investment management fees":896344,"Other services":303319,"Advertising":0,"Office expenses":39601,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":2316,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":102160,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":850,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":369364440,"Non-interest bearing cash":0,"Savings and temp cash investments":4613079,"Pledges and grants receivable":0,"Accounts receivable":1847379,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":567688,"Land, building, equipment":0,"Investments publicly traded":267955403,"Investments other":94380891,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1900764,"Sum of Total Liabilities":0,"Accounts payable, accrued":287791,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1612973},"Fund balance":{"value":367463676,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":367463676,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10405442162946668,"percentile":0.6301437285789431},"Liabilities to Assets Ratio":{"score":0.0051460395050481845,"percentile":0.5280339640760169},"Operating Reserve Ratio":{"score":13.184914163620975,"percentile":0.9163117775363011},"Officer Compensation Ratio":{"score":0.00532587596470372,"percentile":0.9799140141838014},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.041478403925675304,"percentile":0.23840328165984528},"Asset Growth":{"score":-0.004611088354154458,"percentile":0.3004042528555492},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5998651432849089,"percentile":0.605109448616236}},"source_xml":"201923199349304927_public.xml"},{"Organization":{"value":null,"Person":["JACK MARTIN","GARY PETRONI","FRANCINE PARKER","RICHARD LEIN","SUZANNE DANIELS","GEORGE HARDY","RICHARD ISSACSON"],"Title":["COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[4.0,4.0,4.0,4.0,6.0,4.0,4.0],"Total Compensation":[24360,24360,24360,24360,29430,0,24360],"Direct compensation":[24360,24360,24360,24360,29430,0,24360],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2020,"name":"UAW RETIREES OF DANA CORPORATION HEALTH AND WELFARE TRUST","phone":2488139800,"website":"WWW OURBENEFITOFFICE COM/UAWDANARETIREES","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":null,"year_formation":2008,"state_legal_domicile":"MI","total_volunteers":1,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"1423 EAST TWELVE MILE RD, MADISON HEIGHTS, MI, 48071, USA","city":"MADISON HEIGHTS","state":"MI","country":"USA","zip_code":48071},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":23254215,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":4154835,"Total revenue":{"value":4154835,"SUBSIDIES FROM U.S. GOVERNMENT":2217786,"PARTICIPANT CONTRIBUTIONS":1937049},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":19099380,"Investment income total":11258106,"Net investment gain":7841274,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":17060467,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":15334480,"Benefits paid to members Total":15334480},"Salaries":{"value":151230,"Current officers":151230,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1574757,"Management services":356237,"Legal":21786,"Accounting":36884,"Lobbying services":0,"Investment management fees":913401,"Other services":100134,"Advertising":0,"Office expenses":50981,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":1004,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":87276,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":7054,"FIDELITY BOND":6320,"MISCELLANEOUS EXPENSE":734},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":423871301,"Non-interest bearing cash":0,"Savings and temp cash investments":5402536,"Pledges and grants receivable":0,"Accounts receivable":2623224,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":84467,"Land, building, equipment":0,"Investments publicly traded":352865440,"Investments other":59349356,"Investments program related":0,"Intangible assets":0,"Other assets":3546278},"Liabilities":{"value":1395212,"Sum of Total Liabilities":0,"Accounts payable, accrued":241442,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1153770},"Fund balance":{"value":422476089,"Net assets without donor restriction":422476089,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.26634947685828136,"percentile":0.8130028477509941},"Liabilities to Assets Ratio":{"score":0.00329159345468402,"percentile":0.543311530186011},"Operating Reserve Ratio":{"score":24.84523436550711,"percentile":0.9584981303525139},"Officer Compensation Ratio":{"score":0.008864352892567361,"percentile":0.9653961545205068},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.043163932585560706,"percentile":0.23460217125518393},"Asset Growth":{"score":0.008528838298065167,"percentile":0.355548783274322},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6399017789443077,"percentile":0.7161545425620397}},"source_xml":"202133149349305993_public.xml"},{"Organization":{"value":null,"Person":["JACK MARTIN","GARY PETRONI","FRANCINE PARKER","RICHARD LEIN","SUZANNE DANIELS PHD","JOSEPH STACKPOOLE","GEORGE HARDY","DAVID BURTCH"],"Title":["COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[4.0,4.0,4.0,4.0,6.0,4.0,4.0,4.0],"Total Compensation":[24360,24360,18270,24360,29430,6090,0,0],"Direct compensation":[24360,24360,18270,24360,29430,6090,0,0],"Other compensation":[0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2016,"name":"UAW RETIREES OF THE DANA CORP HEALTH AND WELFARE TRUST","phone":2488139800,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2008,"state_legal_domicile":"MI","total_volunteers":2,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"700 TOWER DR NO 300, TROY, MI, 48098, USA","city":"TROY","state":"MI","country":"USA","zip_code":48098},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":25142568,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":10700394,"Total revenue":{"value":10700394,"PARTICIPANT PAYMENTS":5468323,"REBATES AND SUBSIDIES":5232071},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":14442174,"Investment income total":11896391,"Net investment gain":2545783,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":31556928,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":29705520,"Benefits paid to members Total":29705520},"Salaries":{"value":169426,"Current officers":169426,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1681982,"Management services":257875,"Legal":15130,"Accounting":36537,"Lobbying services":0,"Investment management fees":922864,"Other services":296886,"Advertising":0,"Office expenses":38074,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":5474,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":109142,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":378798429,"Non-interest bearing cash":0,"Savings and temp cash investments":5431946,"Pledges and grants receivable":0,"Accounts receivable":1968187,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":713259,"Land, building, equipment":0,"Investments publicly traded":277630231,"Investments other":93054806,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":875354,"Sum of Total Liabilities":0,"Accounts payable, accrued":239826,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":635528},"Fund balance":{"value":377923075,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":377923075,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.25511952478362593,"percentile":0.12774261369044113},"Liabilities to Assets Ratio":{"score":0.002310870196349204,"percentile":0.5530418299239799},"Operating Reserve Ratio":{"score":12.003653492507256,"percentile":0.9085318694918758},"Officer Compensation Ratio":{"score":0.004020353311957362,"percentile":0.9849375862922805},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.09294553476529459,"percentile":0.15203965674939968},"Asset Growth":{"score":-0.009584132350256675,"percentile":0.2818984492379361},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4972626796456704,"percentile":0.31492547670848414}},"source_xml":"201723199349316812_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["SUZANNE DANIELS","GARY PETRONI","FRANCINE PARKER","JACK MARTIN","RICHARD ISSACSON","ANTHONY FEYERS","GEORGE HARDY"],"Title":["COMMITTEE CHAIR","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER","COMMITTEE MEMBER"],"Hours":[6.0,4.0,4.0,4.0,4.0,4.0,4.0],"Total Compensation":[37449,31004,31004,36195,31004,28409,0],"Direct compensation":[37449,31004,31004,36195,31004,28409,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The trust was organized to provide health and welfare benefits to retired employees and long term disability benefits for qualifying plan participants.","year":2024,"name":"UAW RETIREES OF DANA CORPORATION HEALTH AND WELFARE TRUST","phone":2028570620,"website":"WWW OURBENEFITOFFICE COM/UAWDANARETIREES","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"SUZANNE DANIELS","year_formation":2008,"state_legal_domicile":"MI","total_volunteers":1,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"1701 PENNSYLVANIA AVE NW 1200, WASHINGTON, DC, 20006, USA","city":"WASHINGTON","state":"DC","country":"USA","zip_code":20006},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":21595074,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":1819188,"Total revenue":1819188,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":19775886,"Investment income total":17199018,"Net investment gain":2576868,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":19575256,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":18134383,"Benefits paid to members Total":18134383},"Salaries":{"value":220494,"Current officers":220494,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1220379,"Management services":0,"Legal":55950,"Accounting":91890,"Lobbying services":0,"Investment management fees":584286,"Other services":77548,"Advertising":0,"Office expenses":19747,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":6170,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":59330,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":325458,"MISCELLANEOUS EXPENSE":317866,"FIDELITY BOND":6549,"ADMINISTRATIVE FEE":1043},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":376350312,"Non-interest bearing cash":4433944,"Savings and temp cash investments":3587251,"Pledges and grants receivable":0,"Accounts receivable":942262,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":298470,"Land, building, equipment":0,"Investments publicly traded":153315630,"Investments other":208290656,"Investments program related":0,"Intangible assets":0,"Other assets":5482099},"Liabilities":{"value":1184224,"Sum of Total Liabilities":0,"Accounts payable, accrued":1184224,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":375166088,"Net assets without donor restriction":375166088,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.09353142295321609,"percentile":0.6119140869007327},"Liabilities to Assets Ratio":{"score":0.0031466002876596524,"percentile":0.5446522066161613},"Operating Reserve Ratio":{"score":19.225818145111358,"percentile":0.9434318211718505},"Officer Compensation Ratio":{"score":0.009964876065988613,"percentile":0.960692965778075},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.09113330970155477,"percentile":0.15422115872134645},"Asset Growth":{"score":-0.002584183157916682,"percentile":0.3084394056678387},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5900633975877857,"percentile":0.5762230613135034}},"source_xml":"202533029349300528_public.xml"},"sector":"Mutual/Membership Benefit","donation_categories":[],"zakat_policy":null},"error":null}