Nonprofit · EIN 61-6504792
METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST
Tax-exempt · CANTON, OH 44706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,366,828 | $11,373,093 | -$6,006,265 | $49,583,865 | $636,178 | $48,947,687 |
| December 31, 2023 | 990 | $1,165,742 | $12,124,340 | -$10,958,598 | $55,353,448 | $501,864 | $54,851,584 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,396,547
- Investment income
- $2,970,281
- Net gain from sales of assets
- $881,385
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,951,797
- Compensation of officers, directors and key employees
- $29,519
- Salaries, compensation and benefits (total)
- $29,519
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $55,353,448
- Total assets, end of year
- $49,583,865
- Total liabilities, end of year
- $636,178
- Net assets, end of year
- $48,947,687
- Publicly traded securities
- $45,805,515
- Gross receipts
- $35,545,867
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2014
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NATIONAL ASSOCIATION | TRUSTEE Institutional trustee | 40 | $29,519 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NATIONAL ASSOCIATION | TRUSTEE Institutional trustee | 40 | $31,659 |
Address and contacts
- Address (IRS master file)
- 1835 DUEBER AVE SW, CANTON, OH 44706-2798
- In care of
- % NICHOLAS YACOBOZZI
- Principal officer (990 for 2024)
- NICHOLAS YACOBOZZI, 1835 DUEBER AVE SW, CANTON, OH 447062798
- Signed the 990
- NICHOLAS YACOBOZZI, PRINCIPAL ACCOUNTING OFFICER
- Phone
- (330) 471-7000
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE BARGAINING UNIT RETIREES OF METALLUS INC.
Program accomplishments
- ONGOING OPERATIONS OF THE TRUST - DURING THE TAX YEAR. PARTICIPANTS CONTRIBUTED SPECIFIED AMOUNTS BASED ON APPLICABLE MONTHLY PREMIUMS FOR THEIR RESPECTIVE BENEFIT ELECTIONS AND BARGAINING UNIT. THE COSTS OF THE POST-RETIREMENT BENEFITS PLAN ARE SHARED BY METALLUS INC AND RETIREES VARY FROM PLAN TO PLAN. METALLUS INC MADE CONTRIBUTIONS TO THE TRUST AS NEEDED TO FUND CLAIMS ON A PAY-AS-YOU-GO BASIS.Expenses $11,373,093 · revenue $5,366,828
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
- 61-6504792
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $49,583,865
- Income (IRS master file)
- $35,545,867
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,366,828 | $11,373,093 | $49,583,865 | IRS |
| 990 | December 2023 | $1,165,742 | $12,124,340 | $55,353,448 | XML |
| 990 | December 2022 | $3,724,362 | $11,343,324 | $59,447,256 | 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 61-6504792).
Questions about METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST
- What is the EIN of METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
- The employer identification number (EIN) of METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST is 61-6504792.
- Is METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST 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 METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST 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 METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
- The 990 for the year ended December 31, 2024 names NICHOLAS YACOBOZZI.
- Who are the officers and directors of METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $29,519 (US BANK NATIONAL ASSOCIATION, TRUSTEE).
- How much revenue does METALLUS INC VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,366,828, expenses of $11,373,093 and total assets of $49,583,865 at year end.
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