Nonprofit · EIN 46-6550132
USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST
Tax-exempt (reinstated) · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,052 | $628,903 | -$624,851 | $0 | $0 | $0 |
| December 31, 2024 | 990 | $61,775 | $865,502 | -$803,727 | $639,490 | $14,639 | $624,851 |
| December 31, 2023 | 990 | $79,336 | $866,487 | -$787,151 | $1,428,578 | $0 | $1,428,578 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,052
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $584,195
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $428
- Accounting fees
- $19,000
Balance sheet and other
- Total assets, start of year
- $639,490
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $4,052
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARY BURNELL | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| JAMES BURCH | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| RICHARD ROCK | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| BEN LILIENFELD | COMMITTEE MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARY BURNELL | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| JAMES BURCH | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| RICHARD ROCK | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| BEN LILIENFELD | COMMITTEE MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARY BURNELL | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| JAMES BURCH | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| RICHARD ROCK | COMMITTEE MEMBER Trustee or director | 2 | $0 |
| BEN LILIENFELD | COMMITTEE MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 60 BLVD OF THE ALLIES 5TH FLOOR, PITTSBURGH, PA 15222-1209
- In care of
- % SHERWIN ALUMINA COMPANY LLC
- Principal officer (990 for 2025)
- Cary Burnell, 60 BLVD OF THE ALLIES 5TH FLOOR, PITTSBURGH, PA 15222
- Signed the 990
- Cary Burnell, Committee Member
- Phone
- (412) 201-2242
- Return prepared by
- McElhaney & Associates LLC
Mission
The Trusts sole activity is to provide health benefits to retired hourly employees (including spouses and dependents) of the Sherwin Alumina Company who were eligible for participation.
Program accomplishments
- provide retiree health care benefits (consisting of reimbursements for eligible health care expenses) to retired hourly employees (including spouses and dependents)
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 46-6550132
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Income (IRS master file)
- $4,052
Revocation and reinstatement
- Exemption revoked
- May 15, 2017
- Posted by the IRS
- July 18, 2017
- Reinstated
- Effective May 15, 2017
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,052 | $628,903 | $0 | XML |
| 990 | December 2024 | $61,775 | $865,502 | $639,490 | XML |
| 990 | December 2023 | $79,336 | $866,487 | $1,428,578 | XML |
| 990 | December 2022 | $476,401 | $61,408 | $2,218,453 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 46-6550132).
Questions about USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST
- What is the EIN of USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST?
- The employer identification number (EIN) of USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST is 46-6550132.
- Is USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2017 and reinstated it effective May 15, 2017.
- Are donations to USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of USW-SHERWIN ALUMINA RETIREE HEALTH CARE 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-SHERWIN ALUMINA RETIREE HEALTH CARE 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-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2025 names Cary Burnell.
- Who are the officers and directors of USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,052, expenses of $628,903 and total assets of $0 at year end.
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