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Nonprofit · EIN 87-4051434

CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST

Tax-exempt · KENNETT SQUARE, PA 19348

Financials

$4.1M$3.2M2024
Revenue Expenses · by fiscal year end
Financials of CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,112,101$3,248,432$863,669$1,793,000$1,713,361$79,639
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$4,091,264
Investment income
$20,837
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$3,227,757
Compensation of officers, directors and key employees
$14,375
Salaries, compensation and benefits (total)
$14,375
Professional fundraising fees
$0
Accounting fees
$500

Balance sheet and other

Total assets, start of year
$176,675
Total assets, end of year
$1,793,000
Total liabilities, end of year
$1,713,361
Net assets, end of year
$79,639
Gross receipts
$4,112,101
Employees
0
Volunteers
0
Year formed
2022
State of legal domicile
IL

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
THE NORTHERN TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
1$14,375

Address and contacts

Address (IRS master file)
200 ENERGY WAY, KENNETT SQUARE, PA 19348-0000
In care of
% VANESSA C HECHT
Principal officer (990 for 2024)
LISA AGASE, 200 ENERGY WAY, KENNETT SQUARE, PA 19348
Signed the 990
LISA AGASE, DIR., EMPL. BEN. PLANS & PROGRAMS
Phone
(779) 231-5871
Return prepared by
PLANTE & MORAN PLLC

Mission

TO PROVIDE DISABILITY BENEFITS TO MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE VEBA TRUST PROVIDES DISABILITY BENEFITS TO EMPLOYEES OF CONSTELLATION ENERGY GENERATION, LLC WHO ARE ALSO MEMBERS OF A COLLECTIVE BARGAINING UNIT REPRESENTED BY THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 15.

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
87-4051434
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,793,000
Income (IRS master file)
$4,112,101

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990December 2023$3,886,874$3,741,012$176,675IRS
990December 2022$3,361,830$3,389,611$230,707IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST

What is the EIN of CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST?
The employer identification number (EIN) of CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST is 87-4051434.
Is CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2024.
Are donations to CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CONSTELLATION MUTUAL BENEFIT 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 CONSTELLATION MUTUAL BENEFIT 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 CONSTELLATION MUTUAL BENEFIT 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 CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST?
The 990 for the year ended December 31, 2024 names LISA AGASE.
Who are the officers and directors of CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $14,375 (THE NORTHERN TRUST COMPANY, INSTITUTIONAL TRUSTEE).
How much revenue does CONSTELLATION MUTUAL BENEFIT ASSOCIATION TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,112,101, expenses of $3,248,432 and total assets of $1,793,000 at year end.

Other nonprofits in KENNETT SQUARE

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