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Nonprofit · EIN 36-4684058

IUE-CWA GM BANKRUPTCY CLAIM TR

Tax-exempt · BEAVERCREEK, OH 45431

Financials

$12.4M$16.3M2023$11.1M$15.6M2024
Revenue Expenses · by fiscal year end
Financials of IUE-CWA GM BANKRUPTCY CLAIM TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$11,062,492$15,582,923-$4,520,431$125,685,889$2,692,736$122,993,153
December 31, 2023990$12,368,486$16,290,771-$3,922,285$130,327,730$2,814,146$127,513,584
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$11,062,492
Net gain from sales of assets
$3,236,681
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,897,327
Compensation of officers, directors and key employees
$332,193
Other salaries and wages
$289,667
Salaries, compensation and benefits (total)
$767,229
Professional fundraising fees
$0
Legal fees
$3,952
Accounting fees
$39,520
Occupancy
$73,704
Depreciation
$3,541
Program services (functional)
$15,582,923

Balance sheet and other

Total assets, start of year
$130,350,051
Total assets, end of year
$125,685,889
Total liabilities, end of year
$2,692,736
Net assets, end of year
$122,993,153
Land, buildings and equipment
$16,314
Publicly traded securities
$124,436,732
Gross receipts
$11,062,492
Employees
3
Year formed
2010
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 / weekCompensationFrom related orgs
JAMES CLARKTRUST ADMINI
Key employee
40$227,193$0
LAURA HAGANTRUSTEE
Trustee or director
–$0$171,596
MARLANE BENGLEYTRUSTEE
Trustee or director
4$21,000$0
LESLIE CASHTRUSTEE
Trustee or director
4$21,000$0
STEVE LYKINSTRUSTEE
Trustee or director
4$21,000$0
PETER MITCHELLTRUSTEE
Trustee or director
4$21,000$0
NAN WHALEYTRUSTEE
Trustee or director
4$21,000$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgs
JAMES CLARKTRUST ADMINI
Key employee
40$222,308$0
LAURA HAGANTRUSTEE
Trustee or director
–$0$167,298
MARLANE BENGLEYTRUSTEE
Trustee or director
4$20,000$0
LESLIE CASHTRUSTEE
Trustee or director
4$20,000$0
STEVE LYKINSTRUSTEE
Trustee or director
4$20,000$0
PETER MITCHELLTRUSTEE
Trustee or director
4$20,000$0
NAN WHALEYTRUSTEE
Trustee or director
4$20,000$0

Address and contacts

Address (IRS master file)
3500 PENTAGON BLVD STE 450, BEAVERCREEK, OH 45431-0001
In care of
% KATELIN MANTIA
Principal officer (990 for 2024)
JAMES CLARK, 3500 PENTAGON RD SUITE 450, BEAVERCREEK, OH 45432
Signed the 990
JAMES CLARK, TRUST ADMINISTRATOR
Phone
(937) 224-5235
Return prepared by
HAMMERMAN GRAF HUGHES & COMPANY INC

Mission

THE IUE-CWA BANKRUPTCY CLAIM TRUST IS AN EMPLOYEE ASSOCIATION CONSISTING OF RETIREES OF GENERAL MOTORS AND DELPHI CORPORATION WHO WERE REPRESENTED BY THE IUE-CWA, BUT ALSO INCLUDING GM AND DELPHI RETIREES WHO WERE REPRESENTED BY THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, OR THE INTERNATIONAL UNION OF OPERATING ENGINEERS. THE TRUST IS AUTHORIZED BY THE TRUST AGREEMENT TO PROVIDE MEDICAL AND HEALTH BENEFITS TO PARTICIPANTS, INCLUDING SICK AND ACCIDENTAL BENEFITS, BY REIMBURSEMENT OR OTHERWISE.

990 for the year ended December 31, 2024

Program accomplishments

  • THE IUE-CWA BANKRUPTCY CLAIM TRUST IS AN EMPLOYEE ASSOCIATION CONSISTING OF RETIREES OF GENERAL MOTORS AND DELPHI CORPORATION WHO WERE REPRESENTED BY THE IUE-CWA, BUT ALSO INCLUDING GM AND DELPHI RETIREES WHO WERE REPRESENTED BY THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, OR THE INTERNATIONAL UNION OF OPERATING ENGINEERS. THE TRUST IS AUTHORIZED BY THE TRUST AGREEMENT TO PROVIDE MEDICAL AND HEALTH BENEFITS TO PARTICIPANTS, INCLUDING SICK AND ACCIDENTAL BENEFITS, BY REIMBURSEMENT OR OTHERWISE.

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
36-4684058
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
Assets (IRS master file)
$125,685,889
Income (IRS master file)
$11,062,492

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$11,062,492$15,582,923$125,685,889XML
990December 2023$12,368,486$16,290,771$130,327,730XML
990December 2022-$14,659,163$16,011,851$134,340,761IRS
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 36-4684058).

Questions about IUE-CWA GM BANKRUPTCY CLAIM TR

What is the EIN of IUE-CWA GM BANKRUPTCY CLAIM TR?
The employer identification number (EIN) of IUE-CWA GM BANKRUPTCY CLAIM TR is 36-4684058.
Is IUE-CWA GM BANKRUPTCY CLAIM TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
Are donations to IUE-CWA GM BANKRUPTCY CLAIM TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IUE-CWA GM BANKRUPTCY CLAIM 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 IUE-CWA GM BANKRUPTCY CLAIM TR 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 IUE-CWA GM BANKRUPTCY CLAIM TR 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 IUE-CWA GM BANKRUPTCY CLAIM TR?
The 990 for the year ended December 31, 2024 names JAMES CLARK.
Who are the officers and directors of IUE-CWA GM BANKRUPTCY CLAIM TR?
The 990 for the year ended December 31, 2024 lists 7 people; 6 received compensation from the organization, the highest $227,193 (JAMES CLARK, TRUST ADMINI).
How much revenue does IUE-CWA GM BANKRUPTCY CLAIM TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $11,062,492, expenses of $15,582,923 and total assets of $125,685,889 at year end.

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