Nonprofit · EIN 46-1309460
USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,303,422 | $4,440,704 | -$137,282 | $55,503,415 | $48,496 | $55,454,919 |
| December 31, 2024 | 990 | $5,499,270 | $4,022,957 | $1,476,313 | $53,146,695 | $34,238 | $53,112,457 |
| December 31, 2023 | 990 | $4,485,080 | $4,069,682 | $415,398 | $49,959,782 | $58,165 | $49,901,617 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,000,528
- Investment income
- $2,302,894
- Net gain from sales of assets
- $266,427
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,019,254
- Compensation of officers, directors and key employees
- $59,580
- Salaries, compensation and benefits (total)
- $59,580
- Professional fundraising fees
- $0
- Legal fees
- $12,411
- Accounting fees
- $52,925
Balance sheet and other
- Total assets, start of year
- $53,146,695
- Total assets, end of year
- $55,503,415
- Total liabilities, end of year
- $48,496
- Net assets, end of year
- $55,454,919
- Publicly traded securities
- $37,419,169
- Gross receipts
- $20,032,867
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2012
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S HOWARD KLINE | COMMITTEE MEMBER Trustee or director | 5 | $29,601 |
| JEANETTE STUMP | COMMITTEE MEMBER Trustee or director | 5 | $29,601 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE STUMP | COMMITTEE MEMBER Trustee or director | 5 | $29,131 |
| S HOWARD KLINE | COMMITTEE MEMBER Trustee or director | 5 | $29,122 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S HOWARD KLINE | COMMITTEE MEMBER Trustee or director | 5 | $27,960 |
| JEANETTE STUMP | COMMITTEE MEMBER Trustee or director | 5 | $27,960 |
Address and contacts
- Address (IRS master file)
- 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- Principal officer (990 for 2025)
- 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
- McElhaney & Associates LLC
Mission
PROVIDING HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- PROVIDING 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 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
- 46-1309460
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $55,503,415
- Income (IRS master file)
- $20,032,867
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,303,422 | $4,440,704 | $55,503,415 | XML |
| 990 | December 2024 | $5,499,270 | $4,022,957 | $53,146,695 | IRS |
| 990 | December 2023 | $4,485,080 | $4,069,682 | $49,959,782 | XML |
| 990 | December 2022 | $6,427,196 | $4,432,296 | $45,870,503 | 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 46-1309460).
Questions about USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST
- What is the EIN of USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST is 46-1309460.
- Is USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
- Are donations to USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does USW CRUCIBLE RETIREES HEALTH AND WELFARE 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 USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2025 names JEANETTE STUMP.
- Who are the officers and directors of USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $29,601 (S HOWARD KLINE, COMMITTEE MEMBER).
- How much revenue does USW CRUCIBLE RETIREES HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,303,422, expenses of $4,440,704 and total assets of $55,503,415 at year end.
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