Nonprofit · EIN 27-3742357
PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,891 | $298,090 | -$296,199 | $879,196 | $805 | $878,391 |
| December 31, 2023 | 990 | $26,133 | $382,924 | -$356,791 | $1,107,236 | $2,239 | $1,104,997 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $32,944
- Investment income
- -$31,053
- Net gain from sales of assets
- -$43,931
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $262,258
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,045
- Accounting fees
- $12,650
Balance sheet and other
- Total assets, start of year
- $1,107,236
- Total assets, end of year
- $879,196
- Total liabilities, end of year
- $805
- Net assets, end of year
- $878,391
- Publicly traded securities
- $792,008
- Gross receipts
- $565,998
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2011
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VINCENT FERA | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM WALL | TRUSTEE Trustee or director | 1 | $0 |
| CARY BURNELL | TRUSTEE Trustee or director | 1 | $0 |
| STEVE BOGLE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VINCENT FERA | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM WALL | TRUSTEE Trustee or director | 1 | $0 |
| CARY BURNELL | TRUSTEE Trustee or director | 1 | $0 |
| STEVE BOGLE | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- Principal officer (990 for 2024)
- CARY BURNELL, 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
- Signed the 990
- CARY BURNELL, TRUSTEE
- Phone
- (412) 201-2242
- Return prepared by
- McElhaney & Associates LLC
Mission
TO PROVIDE RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PLAN.
Program accomplishments
- TO PROVIDE RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE 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 | Not 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
- 27-3742357
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $879,196
- Income (IRS master file)
- $565,998
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,891 | $298,090 | $879,196 | XML |
| 990 | December 2023 | $26,133 | $382,924 | $1,107,236 | XML |
| 990 | December 2022 | $136,256 | $636,898 | $1,393,485 | 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 27-3742357).
Questions about PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST
- What is the EIN of PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST is 27-3742357.
- Is PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PTC ALLIANCE UNION RETIREE HEALTH BENEFITS 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 PTC ALLIANCE UNION RETIREE HEALTH BENEFITS 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 PTC ALLIANCE UNION RETIREE HEALTH BENEFITS 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 PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names CARY BURNELL.
- Who are the officers and directors of PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does PTC ALLIANCE UNION RETIREE HEALTH BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,891, expenses of $298,090 and total assets of $879,196 at year end.
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