Nonprofit · EIN 46-7058056
JERNBERG STEELWORKERS RETIREE HEALTH CARE TR
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $79,448 | $90,123 | -$10,675 | $1,589,298 | $2,685 | $1,586,613 |
| December 31, 2023 | 990 | $77,766 | $97,527 | -$19,761 | $1,602,819 | $5,531 | $1,597,288 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $79,448
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $54,050
- Compensation of officers, directors and key employees
- $1,000
- Salaries, compensation and benefits (total)
- $1,000
- Professional fundraising fees
- $0
- Accounting fees
- $9,500
Balance sheet and other
- Total assets, start of year
- $1,602,819
- Total assets, end of year
- $1,589,298
- Total liabilities, end of year
- $2,685
- Net assets, end of year
- $1,586,613
- Gross receipts
- $79,448
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2013
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMONE L ROCKSTROH | COMMITTEE MEMBER Trustee or director | 2 | $1,000 |
| CHAD APALISKI | COMMITTEE MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMONE L ROCKSTROH | COMMITTEE MEMBER Trustee or director | 2 | $1,000 |
| CHAD APALISKI | COMMITTEE MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- In care of
- % COMMITTEE OF THE JERNBERG STEELWO
- Principal officer (990 for 2024)
- CHAD APALISKI, 60 BLVD OF THE ALLIES 5TH FLOOR, PITTSBURGH, PA 15222
- Signed the 990
- CHAD APALISKI, COMMITTEE MEMBER
- Phone
- (412) 201-2242
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
THE JERNBERG STEELWORKERS RETIREE HEALTH CARE TRUST WAS ESTABLISHED ON NOVEMBER 19, 2013 AND HAS BEEN CREATED TO FUND BENEFITS FOR CERTAIN BARGAINING UNIT MEMBERS WHO LOST THE RIGHT TO RECEIVE JERNBERG POST-RETIREMENT BENEFITS, AND FOR CERTAIN SPOUSES OF THOSE BARGAINING UNIT MEMBERS.
Program accomplishments
- TO PROVIDE POST-RETIREMENT HEALTHCARE BENEFITS FOR CERTAIN BARGAINING UNIT EMPLOYEES OF JERNBERG INDUSTRIES, LLC.
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 | Not 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
- 46-7058056
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $1,589,298
- Income (IRS master file)
- $79,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $79,448 | $90,123 | $1,589,298 | XML |
| 990 | December 2023 | $77,766 | $97,527 | $1,602,819 | XML |
| 990 | December 2022 | $25,435 | $93,876 | $1,619,647 | 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 46-7058056).
Questions about JERNBERG STEELWORKERS RETIREE HEALTH CARE TR
- What is the EIN of JERNBERG STEELWORKERS RETIREE HEALTH CARE TR?
- The employer identification number (EIN) of JERNBERG STEELWORKERS RETIREE HEALTH CARE TR is 46-7058056.
- Is JERNBERG STEELWORKERS RETIREE HEALTH CARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to JERNBERG STEELWORKERS RETIREE HEALTH CARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JERNBERG STEELWORKERS RETIREE HEALTH CARE 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 JERNBERG STEELWORKERS RETIREE HEALTH CARE 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 JERNBERG STEELWORKERS RETIREE HEALTH CARE 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 JERNBERG STEELWORKERS RETIREE HEALTH CARE TR?
- The 990 for the year ended December 31, 2024 names CHAD APALISKI.
- Who are the officers and directors of JERNBERG STEELWORKERS RETIREE HEALTH CARE TR?
- The 990 for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $1,000 (SIMONE L ROCKSTROH, COMMITTEE MEMBER).
- How much revenue does JERNBERG STEELWORKERS RETIREE HEALTH CARE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $79,448, expenses of $90,123 and total assets of $1,589,298 at year end.
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