Nonprofit · EIN 25-1494888
CIOC FUNDED MEDICAL PLAN TRUST
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $312,821 | $1,134,277 | -$821,456 | $10,518,092 | $16,250 | $10,501,842 |
| June 30, 2024 | 990 | $286,164 | $1,312,303 | -$1,026,139 | $11,093,828 | $41,705 | $11,052,123 |
| June 30, 2023 | 990 | $158,047 | $1,276,415 | -$1,118,368 | $11,876,769 | $28,002 | $11,848,767 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $312,821
- Net gain from sales of assets
- -$119,040
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $895,562
- Compensation of officers, directors and key employees
- $37,833
- Salaries, compensation and benefits (total)
- $37,833
- Professional fundraising fees
- $0
- Legal fees
- $3,671
- Accounting fees
- $19,000
Balance sheet and other
- Total assets, start of year
- $11,093,828
- Total assets, end of year
- $10,518,092
- Total liabilities, end of year
- $16,250
- Net assets, end of year
- $10,501,842
- Publicly traded securities
- $8,169,619
- Gross receipts
- $5,536,559
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1985
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S HOWARD KLINE | CHAIRMAN Trustee or director | 1 | $14,000 |
| STEVE SPRADLING | TRUSTEE Trustee or director | 1 | $13,000 |
| BEAUFORT B LONGEST JR | TRUSTEE Trustee or director | 1 | $6,500 |
| THOMAS DUZAK | TRUSTEE Trustee or director | 1 | $3,250 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S HOWARD KLINE | CHAIRMAN Trustee or director | 1 | $14,000 |
| BEAUFORT B LONGEST JR | TRUSTEE Trustee or director | 1 | $13,000 |
| STEVE SPRADLING | TRUSTEE Trustee or director | 1 | $13,000 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S HOWARD KLINE | CHAIRMAN Trustee or director | 1 | $14,000 |
| BEAUFORT B LONGEST JR | TRUSTEE Trustee or director | 1 | $13,000 |
| STEVE SPRADLING | TRUSTEE Trustee or director | 1 | $13,000 |
Address and contacts
- Address (IRS master file)
- 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- In care of
- % COLT INDUSTRIES
- Principal officer (990 for 2024)
- S HOWARD KLINE, 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
- Signed the 990
- S HOWARD KLINE, CHAIRMAN
- Phone
- (412) 201-2242
- Return prepared by
- McElhaney & Associates LLC
Mission
HEALTH AND WELFARE BENEFIT PROVIDED TO RETIRED MEMBERS AND SURVIVING SPOUSES OF THE FORMER MIDLAND AND SPRING PLANTS OF COLT INDUSTRIES.
Program accomplishments
- HEALTH AND WELFARE BENEFIT PROVIDED TO RETIRED MEMBERS AND SURVIVING SPOUSES OF THE FORMER MIDLAND AND SPRING PLANTS OF COLT INDUSTRIES.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1494888
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,518,092
- Income (IRS master file)
- $5,536,559
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $312,821 | $1,134,277 | $10,518,092 | XML |
| 990 | June 2024 | $286,164 | $1,312,303 | $11,093,828 | XML |
| 990 | June 2023 | $158,047 | $1,276,415 | $11,876,769 | XML |
| 990 | June 2022 | $25,263 | $1,463,752 | $13,020,412 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 25-1494888).
Questions about CIOC FUNDED MEDICAL PLAN TRUST
- What is the EIN of CIOC FUNDED MEDICAL PLAN TRUST?
- The employer identification number (EIN) of CIOC FUNDED MEDICAL PLAN TRUST is 25-1494888.
- Is CIOC FUNDED MEDICAL PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
- Are donations to CIOC FUNDED MEDICAL PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CIOC FUNDED MEDICAL PLAN TRUST 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 CIOC FUNDED MEDICAL PLAN TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CIOC FUNDED MEDICAL PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CIOC FUNDED MEDICAL PLAN TRUST?
- The 990 for the year ended June 30, 2025 names S HOWARD KLINE.
- Who are the officers and directors of CIOC FUNDED MEDICAL PLAN TRUST?
- The 990 for the year ended June 30, 2025 lists 4 people; 4 received compensation from the organization, the highest $14,000 (S HOWARD KLINE, CHAIRMAN).
- How much revenue does CIOC FUNDED MEDICAL PLAN TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $312,821, expenses of $1,134,277 and total assets of $10,518,092 at year end.
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