Skip to main content

Nonprofit · EIN 87-7005923

RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR

Also known as ANDREW W ELMORE TTEE

Tax-exempt · PITTSBURGH, PA 15253

Financials

$34.3M$10K2022$1.8M$479K2023$2.3M$4.7M2024$3.7M$4.7M2025
Revenue Expenses · by fiscal year end
Financials of RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$3,719,394$4,662,057-$942,663$32,305,038$0$32,305,038
December 31, 2024990$2,328,273$4,692,968-$2,364,695$33,247,701$0$33,247,701
December 31, 2023990$1,780,860$478,634$1,302,226$36,041,873$429,477$35,612,396
December 31, 2022990$34,319,959$9,789$34,310,170$34,310,170$0$34,310,170
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$92,038
Investment income
$3,627,356
Net gain from sales of assets
$2,474,562
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,860,092
Compensation of officers, directors and key employees
$4,765
Salaries, compensation and benefits (total)
$4,765
Professional fundraising fees
$0
Accounting fees
$13,387

Balance sheet and other

Total assets, start of year
$33,247,701
Total assets, end of year
$32,305,038
Total liabilities, end of year
$0
Net assets, end of year
$32,305,038
Gross unrelated business income
$3,627,356
Gross receipts
$10,606,742
Employees
0
Volunteers
0
Year formed
2022
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$4,765
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$2,315
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$7,727
990 for the year ended December 31, 2022: 1 people
NameTitleHours / weekCompensation
THE BANK OF NEW YORK MELLONTRUSTEE (SEE SCHEDULE O)
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
PO BOX 535007, PITTSBURGH, PA 15253-5007
In care of
% THE BANK OF NEW YORK MELLON
Principal officer (990 for 2025)
THE BANK OF NEW YORK MELLON, PO BOX 535007, PITTSBURGH, PA 152535007
Signed the 990
Shelly Palleta, SVP,BNYM,AS TRUSTEE
Phone
(412) 234-2242
Return prepared by
ERNST & YOUNG US LLP

Mission

PAYMENT OF HEALTH CARE AND LIFE INSURANCE TO OR FOR ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS.

990 for the year ended December 31, 2025

Program accomplishments

  • PAYMENT OF HEALTH CARE AND LIFE INSURANCE TO OR FOR ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS.

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-7005923
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)
$32,305,038
Income (IRS master file)
$10,606,742

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$3,719,394$4,662,057$32,305,038XML
990December 2024$2,328,273$4,692,968$33,247,701IRS
990December 2023$1,780,860$478,634$36,041,873XML
990December 2022$34,319,959$9,789$34,310,170XML

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 87-7005923).

Questions about RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR

What is the EIN of RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR?
The employer identification number (EIN) of RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR is 87-7005923.
Is RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2024.
Are donations to RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE 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 RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR?
The 990 for the year ended December 31, 2025 names THE BANK OF NEW YORK MELLON.
Who are the officers and directors of RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,765 (THE BANK OF NEW YORK MELLON, TRUSTEE (SEE SCHEDULE O)).
How much revenue does RHODE ISLAND ENERGY NON-UNION RETIREE HEALTH AND LIFE VEBA TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $3,719,394, expenses of $4,662,057 and total assets of $32,305,038 at year end.

Other nonprofits in PITTSBURGH

All nonprofits in PITTSBURGH · Pennsylvania · Mutual and membership benefit