Nonprofit · EIN 86-1748324
USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST
Tax-exempt · PITTSBURGH, PA 15222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,063,840 | $1,043,888 | $19,952 | $25,696,807 | $35,465 | $25,661,342 |
| December 31, 2023 | 990 | $796,160 | $1,122,770 | -$326,610 | $24,943,388 | $16,484 | $24,926,904 |
| December 31, 2022 | 990 | $847,168 | $1,342,506 | -$495,338 | $24,281,198 | $15,001 | $24,266,197 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $523,256
- Investment income
- $540,584
- Net gain from sales of assets
- $101,086
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $881,628
- Compensation of officers, directors and key employees
- $26,230
- Salaries, compensation and benefits (total)
- $26,230
- Professional fundraising fees
- $0
- Legal fees
- $3,450
- Accounting fees
- $20,960
- Program services (functional)
- $1,043,888
Balance sheet and other
- Total assets, start of year
- $24,943,388
- Total assets, end of year
- $25,696,807
- Total liabilities, end of year
- $35,465
- Net assets, end of year
- $25,661,342
- Publicly traded securities
- $11,727,984
- Gross receipts
- $5,661,613
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2021
- 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 |
|---|---|---|---|
| S HOWARD KLINE | VEBA COMMITTEE MEMBER Trustee or director | 2 | $13,115 |
| JEANETTE S STUMP | VEBA COMMITTEE MEMBER Trustee or director | 2 | $13,115 |
| PNC BANK NA | TRUSTEE Institutional trustee | 1 | $3,521 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S HOWARD KLINE | VEBA COMMITTEE MEMBER Trustee or director | 2 | $12,731 |
| JEANETTE S STUMP | VEBA COMMITTEE MEMBER Trustee or director | 2 | $12,731 |
| PNC BANK NA | TRUSTEE Institutional trustee | 1 | $2,662 |
990 for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S HOWARD KLINE | VEBA COMMITTEE MEMBER Trustee or director | 2 | $12,360 |
| JEANETTE S STUMP | VEBA COMMITTEE MEMBER Trustee or director | 2 | $12,360 |
| PNC BANK NA | TRUSTEE Institutional trustee | 1 | $2,279 |
Address and contacts
- Address (IRS master file)
- 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222-1209
- In care of
- % JEANETTE S STUMP
- Principal officer (990 for 2024)
- S HOWARD KLINE, 60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222
- Signed the 990
- S HOWARD KLINE, VEBA COMMITTEE MEMBER
- Phone
- (877) 578-8702
- Return prepared by
- GROSSMAN YANAK & FORD LLP
Mission
THE DUE CARE AND MAINTENANCE OF ASSETS FOR THE PROVISION OF BENEFITS FOR ELIGIBLE RETIREES, DEPENDENTS, AND BENEFICIARIES OF THE USW-UAW KELSEY-HAYES RETIREES HEALTH CARE PLAN.
Program accomplishments
- THE PROVISION OF BENEFITS FOR ELIGIBLE RETIREES, DEPENDENTS, AND BENEFICIARIES OF THE USW-UAW KELSEY-HAYES RETIREES HEALTH CARE PLAN.Expenses $1,043,888 · revenue $962,754
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
- 86-1748324
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $25,696,807
- Income (IRS master file)
- $5,661,613
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,063,840 | $1,043,888 | $25,696,807 | XML |
| 990 | December 2023 | $796,160 | $1,122,770 | $24,943,388 | XML |
| 990 | December 2022 | $847,168 | $1,342,506 | $24,281,198 | XML |
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 86-1748324).
Questions about USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST
- What is the EIN of USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST is 86-1748324.
- Is USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2023.
- Are donations to USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE 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 USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE 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 USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE 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 USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names S HOWARD KLINE.
- Who are the officers and directors of USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $13,115 (S HOWARD KLINE, VEBA COMMITTEE MEMBER).
- How much revenue does USW-UAW KELSEY-HAYES RETIREES HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,063,840, expenses of $1,043,888 and total assets of $25,696,807 at year end.
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