Nonprofit · EIN 82-7024084
OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST
Also known as JAMES R KERKVLIET TTEE
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,940,642 | $1,062,091 | $878,551 | $19,309,523 | $16,208 | $19,293,315 |
| December 31, 2023 | 990 | $1,545,850 | $1,120,259 | $425,591 | $18,112,990 | $17,456 | $18,095,534 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $728,784
- Investment income
- $1,211,858
- Net gain from sales of assets
- $1,211,858
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $926,084
- Compensation of officers, directors and key employees
- $4,000
- Salaries, compensation and benefits (total)
- $4,000
- Professional fundraising fees
- $0
- Legal fees
- $1,711
- Accounting fees
- $26,245
- Program services (functional)
- $1,062,091
Balance sheet and other
- Total assets, start of year
- $18,112,990
- Total assets, end of year
- $19,309,523
- Total liabilities, end of year
- $16,208
- Net assets, end of year
- $19,293,315
- Publicly traded securities
- $19,292,118
- Gross receipts
- $6,159,988
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- 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 |
|---|---|---|---|
| JEANETTE STUMP | TRUSTEE Trustee or director | 1 | $4,000 |
| BEN LILIENFELD | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS HENSON | TRUSTEE Trustee or director | 1 | $0 |
| ALBERTO BECERRA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEANETTE STUMP | TRUSTEE Trustee or director | 1 | $4,000 |
| BEN LILIENFELD | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS HENSON | TRUSTEE Trustee or director | 1 | $0 |
| ALBERTO BECERRA | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 60 BLVD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- Principal officer (990 for 2024)
- JEANETTE STUMP, 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
- Signed the 990
- JEANETTE STUMP, TRUSTEE
- Phone
- (866) 558-8849
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
NONE
Program accomplishments
- PROVIDING RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
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
- 82-7024084
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $19,309,523
- Income (IRS master file)
- $6,159,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,940,642 | $1,062,091 | $19,309,523 | IRS |
| 990 | December 2023 | $1,545,850 | $1,120,259 | $18,112,990 | XML |
| 990 | December 2022 | $1,164,996 | $1,199,125 | $16,473,798 | 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 82-7024084).
Questions about OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST
- What is the EIN of OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST is 82-7024084.
- Is OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
- Are donations to OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS 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 OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS 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 OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS 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 OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names JEANETTE STUMP.
- Who are the officers and directors of OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $4,000 (JEANETTE STUMP, TRUSTEE).
- How much revenue does OPTIMUS STEEL LLC BEAUMONT TEXAS RETIREE HEALTH BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,940,642, expenses of $1,062,091 and total assets of $19,309,523 at year end.
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