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Nonprofit · EIN 35-7204043

EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE

Also known as KURT J HOLLAND TTEE

Tax-exempt · CLEVELAND, OH 44114

Financials

$12.6M$1.5M2023$3.3M$2.2M2024
Revenue Expenses · by fiscal year end
Financials of EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,316,323$2,211,164$1,105,159$26,640,839$0$26,640,839
December 31, 2023990$12,595,324$1,465,437$11,129,887$25,535,680$0$25,535,680
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,000,000
Investment income
$1,316,323
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,192,495
Compensation of officers, directors and key employees
$13,919
Salaries, compensation and benefits (total)
$13,919
Professional fundraising fees
$0
Accounting fees
$4,750

Balance sheet and other

Total assets, start of year
$25,535,680
Total assets, end of year
$26,640,839
Total liabilities, end of year
$0
Net assets, end of year
$26,640,839
Gross receipts
$21,210,821
Employees
0
Volunteers
0
Year formed
2018
State of legal domicile
OH

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
BNY MELLONTRUSTEE
Institutional trustee
0.5$13,919
KURT HOLLANDTRUSTEE
Trustee or director
0.5$0
ROBERT FISCHERTRUSTEE
Trustee or director
0.5$0
ROBERT WITHERELLTRUSTEE
Trustee or director
0.5$0
JOHN REBROVICHTRUSTEE
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BNY MELLONTRUSTEE
Institutional trustee
0.5$16,205
KURT HOLLANDTRUSTEE
Trustee or director
0.5$0
ROBERT FISCHERTRUSTEE
Trustee or director
0.5$0
ROBERT WITHERELLTRUSTEE
Trustee or director
0.5$0
JOHN REBROVICHTRUSTEE
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
200 PUBLIC SQ STE 3300, CLEVELAND, OH 44114-2315
In care of
% CLEVELAND-CLIFFS INC
Principal officer (990 for 2024)
ROBERT H FISCHER
Signed the 990
ROBERT H FISCHER, TRUSTEE
Phone
(216) 694-5700
Return prepared by
MEADEN & MOORE LTD

Mission

PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF EMPIRE IRON MINING PARTNERSHIP, TILDEN MINING COMPANY L.C., UNITED TACONITE, LLC, AND HIBBING TACONITE CO

990 for the year ended December 31, 2024

Program accomplishments

  • PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF EMPIRE IRON MINING PARTNERSHIP, TILDEN MINING COMPANY L.C., UNITED TACONITE, LLC AND HIBBING TACONITE CO.
    Expenses $2,211,164

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
35-7204043
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$26,640,839
Income (IRS master file)
$21,210,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,316,323$2,211,164$26,640,839XML
990December 2023$12,595,324$1,465,437$25,535,680XML
990December 2022$5,127,655$1,432,382$7,121,839IRS
990December 2021–––IRS
990December 2020–––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 35-7204043).

Questions about EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE

What is the EIN of EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE?
The employer identification number (EIN) of EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE is 35-7204043.
Is EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
Are donations to EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE 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 EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE 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 EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE 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 EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE?
The 990 for the year ended December 31, 2024 names ROBERT H FISCHER.
Who are the officers and directors of EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE?
The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $13,919 (BNY MELLON, TRUSTEE).
How much revenue does EMPIRE-TOLDEN-UNITED TACONILE-HIBBING POST-2014 RETIREE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,316,323, expenses of $2,211,164 and total assets of $26,640,839 at year end.

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