Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 26-1860594

USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR

Tax-exempt · PITTSBURGH, PA 15222

Financials

$29.2M$8.3M2023$4.3M$7.8M2024
Revenue Expenses · by fiscal year end
Financials of USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,290,456$7,761,937-$3,471,481$223,836,347$207,967$223,628,380
December 31, 2023990$29,163,150$8,304,567$20,858,583$218,795,816$237,095$218,558,721
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
-$12,564
Investment income
$3,625,261
Net gain from sales of assets
-$2,196,474
Other revenue
$677,759

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$6,930,945
Compensation of officers, directors and key employees
$164,088
Salaries, compensation and benefits (total)
$164,088
Professional fundraising fees
$0
Legal fees
$57,567
Accounting fees
$50,423
Travel
$26,149

Balance sheet and other

Total assets, start of year
$218,795,816
Total assets, end of year
$223,836,347
Total liabilities, end of year
$207,967
Net assets, end of year
$223,628,380
Publicly traded securities
$165,524,190
Gross receipts
$48,387,055
Employees
0
Volunteers
0
Year formed
2008
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
THOMAS BRAUNCHAIRMAN
Trustee or director, Officer
2$32,818
CHARLES PIPERCOMMITTEE MEMBER
Trustee or director
2$26,254
JAMES DWORKINCOMMITTEE MEMBER
Trustee or director
2$26,254
THOMAS HAYHURSTCOMMITTEE MEMBER
Trustee or director
2$26,254
ANNE BLANTONCOMMITTEE MEMBER
Trustee or director
2$26,254
HOWARD KLINECOMMITTEE MEMBER
Trustee or director
2$26,254
MIKE MILSAPCOMMITTEE MEMBER
Trustee or director
2$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
THOMAS BRAUNCHAIRMAN
Trustee or director, Officer
2$31,556
CHARLES PIPERCOMMITTEE MEMBER
Trustee or director
2$25,245
JAMES DWORKINCOMMITTEE MEMBER
Trustee or director
2$25,245
THOMAS HAYHURSTCOMMITTEE MEMBER
Trustee or director
2$25,245
ANNE BLANTONCOMMITTEE MEMBER
Trustee or director
2$25,245
HOWARD KLINECOMMITTEE MEMBER
Trustee or director
2$25,245
MIKE MILSAPCOMMITTEE MEMBER
Trustee or director
2$0

Address and contacts

Address (IRS master file)
60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
Principal officer (990 for 2024)
THOMAS BRAUN, 5 GATEWAY CENTER, PITTSBURGH, PA 15222
Signed the 990
THOMAS BRAUN, TRUSTEE
Phone
(412) 210-2233
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

THE USW RETIREES OF THE DANA CORPORATION HEALTH CARE TRUST IS ESTABLISHED FOR THE PURPOSE OF (I) PROVIDING HEALTH AND OTHER WELFARE BENEFITS TO PARTICIPANTS IN ACCORDANCE WITH THE USW RETIREES OF THE DANA CORPORATION HEALTH CARE PLAN AND AS ARE PERMISSIBLE UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AS SET FORTH HEREIN; AND (II) TO PROVIDE HEALTH AND WELFARE BENEFITS TO THE RUN-OUT PARTICIPANTS IN ACCORDANCE WITH THE DANA CORPORATION'S ORIGINAL PLAN.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST PROVIDED HEALTH AND OTHER WELFARE BENEFITS THROUGH THE USW RETIREES OF THE DANA CORPORATION PLAN TO PARTICIPANTS AND SURVIVING SPOUSES.
    Expenses $6,930,945

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-1860594
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2010
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$223,836,347
Income (IRS master file)
$48,387,055

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,290,456$7,761,937$223,836,347XML
990December 2023$29,163,150$8,304,567$218,795,816XML
990December 2022$10,331,915$14,368,996$202,928,768IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 26-1860594).

Questions about USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR

What is the EIN of USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR?
The employer identification number (EIN) of USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR is 26-1860594.
Is USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
Are donations to USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does USW RETIREES OF THE DANA CORPORATION HEALTH CARE 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 USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR?
The 990 for the year ended December 31, 2024 names THOMAS BRAUN.
Who are the officers and directors of USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR?
The 990 for the year ended December 31, 2024 lists 7 people; 6 received compensation from the organization, the highest $32,818 (THOMAS BRAUN, CHAIRMAN).
How much revenue does USW RETIREES OF THE DANA CORPORATION HEALTH CARE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,290,456, expenses of $7,761,937 and total assets of $223,836,347 at year end.

Other nonprofits in PITTSBURGH

All nonprofits in PITTSBURGH · Pennsylvania · Mutual and membership benefit