Nonprofit · EIN 26-3661480
STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST
Also known as ROCKWELL RETIREE VEBA
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,106,968 | $1,663,959 | -$556,991 | $27,269,769 | $19,405 | $27,250,364 |
| December 31, 2024 | 990 | $1,362,173 | $1,287,792 | $74,381 | $26,571,607 | $19,031 | $26,552,576 |
| December 31, 2023 | 990 | $971,413 | $1,614,818 | -$643,405 | $25,821,376 | $21,831 | $25,799,545 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,106,968
- Net gain from sales of assets
- $14,656
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,506,706
- Compensation of officers, directors and key employees
- $22,802
- Salaries, compensation and benefits (total)
- $22,802
- Professional fundraising fees
- $0
- Legal fees
- $4,939
- Accounting fees
- $13,800
Balance sheet and other
- Total assets, start of year
- $26,571,607
- Total assets, end of year
- $27,269,769
- Total liabilities, end of year
- $19,405
- Net assets, end of year
- $27,250,364
- Publicly traded securities
- $9,751,956
- Gross receipts
- $5,905,430
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE STUMP | COMMITTEE MEMBER Trustee or director | 1 | $7,600 |
| TOM CLANCY | COMMITTEE MEMBER Trustee or director | 1 | $7,600 |
| S HOWARD KLINE | COMMITTEE MEMBER Trustee or director | 1 | $7,600 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM CLANCY | COMMITTEE MEMBER Trustee or director | 1 | $9,409 |
| S HOWARD KLINE | COMMITTEE MEMBER Trustee or director | 1 | $9,409 |
| JEANETTE STUMP | COMMITTEE MEMBER Trustee or director | 1 | $7,508 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE STUMP | COMMITTEE MEMBER Trustee or director | 1 | $5,534 |
| TOM CLANCY | COMMITTEE MEMBER Trustee or director | 1 | $5,534 |
| S HOWARD KLINE | COMMITTEE MEMBER Trustee or director | 1 | $5,534 |
Address and contacts
- Address (IRS master file)
- 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- In care of
- % CARRIE SWAIN
- Principal officer (990 for 2025)
- JEANETTE STUMP, 60 BOULEVARD OF THE ALLIES, PITTSBURGH, PA 15222
- Signed the 990
- JEANETTE STUMP, COMMITTEE MEMBER
- Phone
- (412) 201-2242
- Return prepared by
- McElhaney & Associates LLC
Mission
WELFARE BENEFIT PLAN
Program accomplishments
- WELFARE BENEFIT PLAN
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-3661480
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $27,269,769
- Income (IRS master file)
- $5,905,430
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,106,968 | $1,663,959 | $27,269,769 | XML |
| 990 | December 2024 | $1,362,173 | $1,287,792 | $26,571,607 | XML |
| 990 | December 2023 | $971,413 | $1,614,818 | $25,821,376 | XML |
| 990 | December 2022 | $666,053 | $1,908,245 | $24,692,512 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 26-3661480).
Questions about STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST
- What is the EIN of STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST?
- The employer identification number (EIN) of STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST is 26-3661480.
- Is STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does STEELWORKERS ROCKWELL RETIREE HEALTH CARE 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 STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2025 names JEANETTE STUMP.
- Who are the officers and directors of STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $7,600 (JEANETTE STUMP, COMMITTEE MEMBER).
- How much revenue does STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,106,968, expenses of $1,663,959 and total assets of $27,269,769 at year end.
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