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Nonprofit · EIN 33-0270390

KAISER STEEL RETIREES BENEFIT TR

Tax-exempt · FONTANA, CA 92331

Financials

$83K$564K2022$17K$522K2023$22K$492K2024
Revenue Expenses · by fiscal year end
Financials of KAISER STEEL RETIREES BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990$22,200$491,994-$469,794$90,966$0$90,966
November 30, 2024990$17,408$521,789-$504,381$688,259$0$688,259
November 30, 2023990$83,006$563,661-$480,655$615,356$0$615,356
Financial details: 990 for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$22,066
Net gain from sales of assets
$6,574
Other revenue
$134

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$369,039
Other salaries and wages
$65,000
Salaries, compensation and benefits (total)
$73,224
Professional fundraising fees
$0
Legal fees
$6,187
Accounting fees
$21,000
Occupancy
$1,616

Balance sheet and other

Total assets, start of year
$688,259
Total assets, end of year
$90,966
Total liabilities, end of year
$0
Net assets, end of year
$90,966
Publicly traded securities
$62,177
Gross receipts
$1,081,257
Employees
0
Volunteers
0
Year formed
1990
State of legal domicile
CA

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FRANK UHALLEYTRUSTEE
Trustee or director
5$0
MIKE URBANEKTRUSTEE
Trustee or director
5$0
990 for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
TOM RABONETRUSTEE
Trustee or director
5$0
FRANK UHALLEYTRUSTEE
Trustee or director
5$0
MIKE URBANEKTRUSTEE
Trustee or director
5$0
990 for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
TOM RABONETrustee
Trustee or director
5$0
FRANK UHALLEYTrustee
Trustee or director
5$0
MIKE URBANEKTrustee
Trustee or director
5$0

Address and contacts

Address (IRS master file)
PO BOX 310186, FONTANA, CA 92331-0186
Principal officer (990 for 2024)
FRANK UHALLEY, 17122 SLOVER AVE SUITE 110, FONTANA, CA 92337
Signed the 990
FRANK UHALLEY, TRUSTEE
Phone
(909) 356-6867
Return prepared by
HUTCHINSON AND BLOODGOOD LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0270390 or by the name KAISER STEEL RETIREES BENEFIT TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE RETIREES DENTAL,VISION CARE AND DEATH BENEFITS.

990 for the year ended November 30, 2025

Program accomplishments

  • THE PROGRAM PROVIDES DENTAL, VISION CARE AND DEATH BENEFITS TO ELIGIBLE KAISER STEEL CORPORATION RETIREES AND THEIR SURVIVING SPOUSES THAT WERE FORMER MEMBERS OF THE UNITED STEEL WORKERS OF AMERICA.
  • Expenses $491,994

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

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990 on file
2023November 30, 2024April 15, 2025990 on file
2022November 30, 2023April 15, 2024990 on file

IRS record

EIN
33-0270390
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1990
Accounting year ends
November
Files
Form 990 or 990-EZ
Assets (IRS master file)
$90,966
Income (IRS master file)
$1,081,257

Filing history

FormYear endedRevenueExpensesAssetsReturn
990November 2025$22,200$491,994$90,966XML
990November 2024$17,408$521,789$688,259XML
990November 2023$83,006$563,661$615,356XML
990November 2022$22,278$639,441$1,189,735IRS
990November 2021–––IRS
990November 2020–––IRS
990November 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 33-0270390).

Questions about KAISER STEEL RETIREES BENEFIT TR

What is the EIN of KAISER STEEL RETIREES BENEFIT TR?
The employer identification number (EIN) of KAISER STEEL RETIREES BENEFIT TR is 33-0270390.
Is KAISER STEEL RETIREES BENEFIT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
Are donations to KAISER STEEL RETIREES BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does KAISER STEEL RETIREES BENEFIT 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 KAISER STEEL RETIREES BENEFIT TR due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAISER STEEL RETIREES BENEFIT TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended November 2025.
Who is the principal officer of KAISER STEEL RETIREES BENEFIT TR?
The 990 for the year ended November 30, 2025 names FRANK UHALLEY.
Who are the officers and directors of KAISER STEEL RETIREES BENEFIT TR?
The 990 for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does KAISER STEEL RETIREES BENEFIT TR have?
On its 990 for the year ended November 30, 2025 it reported revenue of $22,200, expenses of $491,994 and total assets of $90,966 at year end.

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