Nonprofit · EIN 75-3120259
DONNELLY-BOLAND & ASSOCIATES VEBA TR
Tax-exempt · PITTSBURGH, PA 15227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,893,811 | $5,035,796 | -$141,985 | $4,729,383 | $1,971,049 | $2,758,334 |
| June 30, 2024 | 990 | $4,604,832 | $4,425,991 | $178,841 | $4,215,799 | $1,677,044 | $2,538,755 |
| June 30, 2023 | 990 | $4,466,814 | $4,134,567 | $332,247 | $3,844,236 | $1,557,082 | $2,287,154 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,951,109
- Investment income
- -$57,298
- Net gain from sales of assets
- -$210,316
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,998,639
- Compensation of officers, directors and key employees
- $19,764
- Salaries, compensation and benefits (total)
- $19,764
- Professional fundraising fees
- $0
- Legal fees
- $658
- Accounting fees
- $16,735
- Program services (functional)
- $4,998,639
- Management and general (functional)
- $37,157
Balance sheet and other
- Total assets, start of year
- $4,215,799
- Total assets, end of year
- $4,729,383
- Total liabilities, end of year
- $1,971,049
- Net assets, end of year
- $2,758,334
- Publicly traded securities
- $2,934,042
- Gross receipts
- $5,104,127
- Employees
- 26
- Year formed
- 2003
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FAY K BOLAND | TRUSTEE Trustee or director | 1 | $0 | $270,978 | $59,487 |
| KEVIN P BOLAND | TRUSTEE Trustee or director | 1 | $0 | $203,628 | $52,965 |
| SUSAN E LEVI | PLAN ADMINISTRATOR Officer | 3 | $0 | $202,538 | $50,436 |
| RYAN AGONA | TRUSTEE Trustee or director | 2 | $0 | $90,767 | $29,876 |
| MATT FAZIO | TRUSTEE Trustee or director | 2 | $0 | $94,844 | $21,413 |
| FIRST NATIONAL TRUST COMPANY | TRUSTEE Institutional trustee | 0 | $19,764 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FAY K BOLAND | TRUSTEE Trustee or director | 1 | $0 | $258,185 | $47,100 |
| KEVIN P BOLAND | TRUSTEE Trustee or director | 1 | $0 | $191,299 | $42,600 |
| SUSAN E LEVI | PLAN ADMINISTRATOR Officer | 3 | $0 | $179,615 | $48,205 |
| RYAN AGONA | TRUSTEE Trustee or director | 2 | $0 | $87,880 | $37,589 |
| MATT FAZIO | TRUSTEE Trustee or director | 2 | $0 | $94,736 | $21,988 |
| FIRST NATIONAL TRUST COMPANY | TRUSTEE Institutional trustee | 0 | $19,878 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FAY K BOLAND | TRUSTEE Trustee or director | 1 | $0 | $286,813 | $55,537 |
| KEVIN P BOLAND | TRUSTEE Trustee or director | 1 | $0 | $216,076 | $47,982 |
| SUSAN E LEVI | PLAN ADMINISTRATOR Officer | 3 | $0 | $194,308 | $50,321 |
| RYAN AGONA | TRUSTEE Trustee or director | 2 | $0 | $95,692 | $32,581 |
| MATT FAZIO | TRUSTEE Trustee or director | 2 | $0 | $80,615 | $20,372 |
Address and contacts
- Address (IRS master file)
- 2801 CUSTER AVENUE, PITTSBURGH, PA 15227-3941
- In care of
- % KEVIN BOLAND
- Principal officer (990 for 2024)
- SUSAN E LEVI, 2801 CUSTER AVE, PITTSBURGH, PA 15227
- Signed the 990
- KEVIN BOLAND, TRUSTEE
- Phone
- (412) 882-5383
- Return prepared by
- Donnelly-Boland Tax Services LLC
Mission
VEBA TRUST ACCOUNT HOLDS ASSETS DEPOSITED FOR USE FOR THE DONNELLY-BOLAND AND ASSOCIATES WELFARE BENEFITS PLAN
Program accomplishments
- PROVIDE HEALTHCARE AND WELFARE BENEFITS FOR FULL TIME AND PART TIME EMPLOYEES OF DONNELLY-BOLAND AND ASSOCIATES AND PARTICIPATING EMPLOYERS - THE ALLIANCE FOR INFANTS AND TODDLERS, HUMAN SERVICES ADMINISTRATION ORGANIZATION AND COMMUNITY FAMILY ADVOCATES.Expenses $4,998,639 · revenue $4,951,109
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 75-3120259
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,729,383
- Income (IRS master file)
- $5,104,127
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,893,811 | $5,035,796 | $4,729,383 | IRS |
| 990 | June 2024 | $4,604,832 | $4,425,991 | $4,215,799 | IRS |
| 990 | June 2023 | $4,466,814 | $4,134,567 | $3,844,236 | XML |
| 990 | June 2022 | $3,997,800 | $3,839,293 | $3,443,456 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 75-3120259).
Questions about DONNELLY-BOLAND & ASSOCIATES VEBA TR
- What is the EIN of DONNELLY-BOLAND & ASSOCIATES VEBA TR?
- The employer identification number (EIN) of DONNELLY-BOLAND & ASSOCIATES VEBA TR is 75-3120259.
- Is DONNELLY-BOLAND & ASSOCIATES VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to DONNELLY-BOLAND & ASSOCIATES VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DONNELLY-BOLAND & ASSOCIATES VEBA 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 DONNELLY-BOLAND & ASSOCIATES VEBA TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONNELLY-BOLAND & ASSOCIATES VEBA TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of DONNELLY-BOLAND & ASSOCIATES VEBA TR?
- The 990 for the year ended June 30, 2025 names SUSAN E LEVI.
- Who are the officers and directors of DONNELLY-BOLAND & ASSOCIATES VEBA TR?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization.
- How much revenue does DONNELLY-BOLAND & ASSOCIATES VEBA TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,893,811, expenses of $5,035,796 and total assets of $4,729,383 at year end.
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