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Nonprofit · EIN 59-7268449

GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR

Also known as WENDY SCRUGGS TTEE

Tax-exempt · PITTSBURGH, PA 15222

Financials

$2.4M$1.5M2023$3.5M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,499,015$1,407,245$2,091,770$39,943,531$26,600$39,916,931
December 31, 2023990$2,390,931$1,495,748$895,183$37,219,751$29,132$37,190,619
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$276,677
Investment income
$3,222,338
Net gain from sales of assets
$2,122,589
Tax-exempt bond proceeds
$1,099,749
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$8,000
Salaries, compensation and benefits (total)
$8,000
Professional fundraising fees
$0
Legal fees
$4,958
Accounting fees
$26,242
Program services (functional)
$1,407,245

Balance sheet and other

Total assets, start of year
$37,219,751
Total assets, end of year
$39,943,531
Total liabilities, end of year
$26,600
Net assets, end of year
$39,916,931
Publicly traded securities
$39,886,605
Gross receipts
$13,900,894
Employees
0
Volunteers
0
Year formed
2004
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.

NameTitleHours / weekCompensation
JEANETTE STUMPTRUSTEE
Trustee or director
1$4,000
TOM GARLOCKTRUSTEE
Trustee or director
1$4,000
DANNY DAVISTRUSTEE
Trustee or director
1$0
TRENA HORTONTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JEANETTE STUMPTRUSTEE
Trustee or director
1$4,000
TOM GARLOCKTRUSTEE
Trustee or director
1$4,000
DANNY DAVISTRUSTEE
Trustee or director
1$0
TRENA HORTONTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
In care of
% TRENAM KEMKER SCHARF BARKIN FRYE
Principal officer (990 for 2024)
JEANETTE STUMP, 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
Signed the 990
JEANETTE STUMP, TRUSTEE
Phone
(412) 201-2242
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
    Expenses $1,407,245

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
59-7268449
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$39,943,531
Income (IRS master file)
$13,900,894

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,499,015$1,407,245$39,943,531IRS
990December 2023$2,390,931$1,495,748$37,219,751XML
990December 2022$3,200,315$1,376,825$33,530,181IRS
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 59-7268449).

Questions about GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR

What is the EIN of GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR?
The employer identification number (EIN) of GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR is 59-7268449.
Is GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
Which annual return does GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS 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 GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS 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 GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS 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 GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR?
The 990 for the year ended December 31, 2024 names JEANETTE STUMP.
Who are the officers and directors of GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR?
The 990 for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $4,000 (JEANETTE STUMP, TRUSTEE).
How much revenue does GERDAU AMERISTEEL US UNIONS RETIREE HEALTH BENEFITS TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,499,015, expenses of $1,407,245 and total assets of $39,943,531 at year end.

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