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Nonprofit · EIN 27-1404121

ATI USW VEBA TRUST

Tax-exempt · PITTSBURGH, PA 15222

Financials

$39.3M$26.5M2023$41.3M$22.6M2024
Revenue Expenses · by fiscal year end
Financials of ATI USW VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$41,280,644$22,568,424$18,712,220$112,602,704$160,640$112,442,064
December 31, 2023990$39,334,836$26,466,500$12,868,336$92,245,525$1,543,662$90,701,863
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$35,964,070
Investment income
$5,313,164
Net gain from sales of assets
$994,445
Other revenue
$3,410

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$21,966,055
Compensation of officers, directors and key employees
$41,739
Salaries, compensation and benefits (total)
$41,739
Professional fundraising fees
$0
Legal fees
$8,339
Accounting fees
$96,705

Balance sheet and other

Total assets, start of year
$92,245,525
Total assets, end of year
$112,602,704
Total liabilities, end of year
$160,640
Net assets, end of year
$112,442,064
Publicly traded securities
$78,666,254
Gross receipts
$75,827,988
Employees
0
Volunteers
0
Year formed
2010
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
PNC BANK NATIONAL ASSOCIATIONTRUSTEE
Institutional trustee
1$29,739
JEANETTE STUMPCHAIR, VEBA COMMITTEE
Trustee or director
1$12,000
TERRANCE BROWNVEBA COMMITTEE
Trustee or director
1$0
RACHAEL DAVISVEBA COMMITTEE
Trustee or director
1$0
HEATHER PRIMROSEVEBA COMMITTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
PNC BANK NATIONAL ASSOCIATIONTRUSTEE
Institutional trustee
1$23,006
JEANETTE STUMPCHAIR, VEBA COMMITTEE
Trustee or director
1$12,000
TERRANCE BROWNVEBA COMMITTEE
Trustee or director
1$0
RACHAEL DAVISVEBA COMMITTEE
Trustee or director
1$0
HEATHER PRIMROSEVEBA COMMITTEE (ENTERED 05/2023)
Trustee or director
1$0
KARL SCHWARTZVEBA COMMITTEE (EXITED 05/2023)
Trustee or director
1$0

Address and contacts

Address (IRS master file)
60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
In care of
% WAH CHANG RETIREE BENEFIT TRUST
Principal officer (990 for 2024)
JEANETTE STUMP, 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
Signed the 990
JEANETTE STUMP, COMMITTEE MEMBER
Phone
(412) 201-2242
Return prepared by
GROSSMAN YANAK & FORD LLP

Mission

PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

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
27-1404121
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$112,602,704
Income (IRS master file)
$75,827,988

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$41,280,644$22,568,424$112,602,704XML
990December 2023$39,334,836$26,466,500$92,245,525XML
990December 2022$42,081,274$39,235,283$72,423,401IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 27-1404121).

Questions about ATI USW VEBA TRUST

What is the EIN of ATI USW VEBA TRUST?
The employer identification number (EIN) of ATI USW VEBA TRUST is 27-1404121.
Is ATI USW VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
Are donations to ATI USW VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ATI USW VEBA 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 ATI USW VEBA TRUST 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 ATI USW VEBA TRUST 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 ATI USW VEBA TRUST?
The 990 for the year ended December 31, 2024 names JEANETTE STUMP.
Who are the officers and directors of ATI USW VEBA TRUST?
The 990 for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $29,739 (PNC BANK NATIONAL ASSOCIATION, TRUSTEE).
How much revenue does ATI USW VEBA TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $41,280,644, expenses of $22,568,424 and total assets of $112,602,704 at year end.

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