Nonprofit · EIN 20-0508764
SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990 | $11,266,239 | $4,979,305 | $6,286,934 | $147,943,226 | $126,365 | $147,816,861 |
| November 30, 2024 | 990 | $7,355,095 | $4,629,217 | $2,725,878 | $141,983,791 | $70,511 | $141,913,280 |
| November 30, 2023 | 990 | $9,167,833 | $3,889,676 | $5,278,157 | $124,907,755 | $74,510 | $124,833,245 |
Financial details: 990 for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $11,266,239
- Net gain from sales of assets
- $5,747,282
- Tax-exempt bond proceeds
- $5,518,957
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,455,113
- Compensation of officers, directors and key employees
- $60,115
- Salaries, compensation and benefits (total)
- $60,115
- Professional fundraising fees
- $0
- Legal fees
- $5,142
- Accounting fees
- $24,000
Balance sheet and other
- Total assets, start of year
- $141,983,791
- Total assets, end of year
- $147,943,226
- Total liabilities, end of year
- $126,365
- Net assets, end of year
- $147,816,861
- Publicly traded securities
- $82,444,266
- Gross receipts
- $46,907,736
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT ADKINS | TRUSTEE Trustee or director | 1 | $13,987 |
| JAMES CARNEY | TRUSTEE Trustee or director | 1 | $13,987 |
| RANDALL MOORE | TRUSTEE Trustee or director | 1 | $13,987 |
| JEANETTE STUMP | TRUSTEE Trustee or director | 1 | $13,265 |
| HOWARD KLINE | TRUSTEE Trustee or director | 1 | $11,173 |
990 for the year ended November 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE STUMP | TRUSTEE Trustee or director | 1 | $12,848 |
| ROBERT ADKINS | TRUSTEE Trustee or director | 1 | $10,848 |
| HOWARD KLINE | TRUSTEE Trustee or director | 1 | $10,848 |
| JAMES CARNEY | TRUSTEE Trustee or director | 1 | $10,848 |
| RANDALL MOORE | TRUSTEE Trustee or director | 1 | $10,848 |
990 for the year ended November 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE STUMP | TRUSTEE Trustee or director | 1 | $12,532 |
| ROBERT ADKINS | TRUSTEE Trustee or director | 1 | $10,532 |
| HOWARD KLINE | TRUSTEE Trustee or director | 1 | $10,532 |
| JAMES CARNEY | TRUSTEE Trustee or director | 1 | $10,532 |
| RANDALL MOORE | TRUSTEE Trustee or director | 1 | $10,532 |
Address and contacts
- Address (IRS master file)
- 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- Principal officer (990 for 2024)
- JEANETTE STUMP, 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
- Signed the 990
- JEANETTE STUMP, TRUSTEE
- Phone
- (412) 201-2242
- Return prepared by
- McElhaney & Associates LLC
Mission
TO PROVIDE HEALTHCARE COVERAGE AND OTHER WELFARE BENEFITS TO CERTAIN RETIRED EMPLOYEES OF SPECIAL METALS CORPORATION, ITS PREDECESSORS AND ANY OTHER CORPORATION WITH RESPECT TO WHICH IT ASSUMED RETIREE BENEFIT OBLIGATIONS.
Program accomplishments
- TO PROVIDE HEALTHCARE COVERAGE AND OTHER WELFARE BENEFITS TO CERTAIN RETIRED EMPLOYEES OF SPECIAL METALS CORPORATION, ITS PREDECESSORS AND ANY OTHER CORPORATION WITH RESPECT TO WHICH IT ASSUMED RETIREE BENEFIT OBLIGATIONS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990 on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0508764
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $147,943,226
- Income (IRS master file)
- $46,907,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2025 | $11,266,239 | $4,979,305 | $147,943,226 | XML |
| 990 | November 2024 | $7,355,095 | $4,629,217 | $141,983,791 | XML |
| 990 | November 2023 | $9,167,833 | $3,889,676 | $124,907,755 | XML |
| 990 | November 2022 | $6,086,745 | $3,171,722 | $121,145,044 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2019 | – | – | – | IRS |
| 990 | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0508764).
Questions about SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR
- What is the EIN of SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR?
- The employer identification number (EIN) of SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR is 20-0508764.
- Is SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2025.
- Who is the principal officer of SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR?
- The 990 for the year ended November 30, 2025 names JEANETTE STUMP.
- Who are the officers and directors of SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR?
- The 990 for the year ended November 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $13,987 (ROBERT ADKINS, TRUSTEE).
- How much revenue does SPECIAL METALS CORPORATION HOURLY RETIREE BENEFITS TR have?
- On its 990 for the year ended November 30, 2025 it reported revenue of $11,266,239, expenses of $4,979,305 and total assets of $147,943,226 at year end.
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