Nonprofit · EIN 94-3101366
RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES
Also known as ALLIS CHALMERS CORP UAW RETIREE
Tax-exempt · RICHMOND HTS, OH 44143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$739,913 | $2,320,041 | -$3,059,954 | $30,921,718 | $4,132 | $30,917,586 |
| December 31, 2023 | 990 | $1,334,699 | $2,412,499 | -$1,077,800 | $32,102,751 | $11,376 | $32,091,375 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $57,736
- Investment income
- -$806,902
- Net gain from sales of assets
- -$2,303,688
- Other revenue
- $9,253
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,823,543
- Compensation of officers, directors and key employees
- $69,083
- Salaries, compensation and benefits (total)
- $69,083
- Professional fundraising fees
- $0
- Legal fees
- $3,626
- Accounting fees
- $48,760
Balance sheet and other
- Total assets, start of year
- $32,102,751
- Total assets, end of year
- $30,921,718
- Total liabilities, end of year
- $4,132
- Net assets, end of year
- $30,917,586
- Publicly traded securities
- $29,597,064
- Gross receipts
- $40,529,063
- Employees
- 0
- Volunteers
- 2
- Year formed
- 1988
- State of legal domicile
- OH
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 |
|---|---|---|---|
| RICHARD L LICHTENSTEIN | BENEFITS COMMITTEE CHAIR Trustee or director, Officer | 2 | $40,900 |
| JEFF KOSANKE | BENEFITS COMMITTEE MEMBER Trustee or director | 1 | $13,350 |
| GERALD L HALLIBURTON | BENEFITS COMMITTEE MEMBER, 1/24-8/24 Trustee or director | 1 | $10,975 |
| PRINCIPAL FINANCIAL GROUP | TRUSTEE Institutional trustee | 1 | $3,858 |
| MAX FAZELLI | BENEFITS COMMITTEE MEMBER Trustee or director | 1 | $0 |
| JEAN STAVEN | BENEFITS COMMITTEE MEMBER Trustee or director | 1 | $0 |
| RENEE TURNER BAILEY | BENEFITS COMMITTEE MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD L LICHTENSTEIN | BENEFITS COMMITTEE CHAIR Trustee or director, Officer | 2 | $32,810 |
| PRINCIPAL FINANCIAL GROUP | TRUSTEE Institutional trustee | 1 | $17,025 |
| GERALD L HALLIBURTON | BENEFITS COMMITTEE MEMBER Trustee or director | 1 | $12,915 |
| JEFF KOSANKE | BENEFITS COMMITTEE MEMBER Trustee or director | 1 | $12,915 |
| MAX FAZELLI | BENEFITS COMMITTEE MEMBER 4/23-12/23 Trustee or director | 1 | $0 |
| TED SZCZEPANIAK | BENEFITS COMMITTEE MEMBER 1/23-4/23 Trustee or director | 1 | $0 |
| RENEE TURNER BAILEY | BENEFITS COMMITTEE MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 26301 CURTISS WRIGHT PKWY STE 105, RICHMOND HTS, OH 44143-4419
- In care of
- % JANIS L BAIR
- Principal officer (990 for 2024)
- RICHARD L LICHTENSTEIN, 26301 CURTISS-WRIGHT PARKWAY 105, RICHMOND HTS, OH 44143
- Signed the 990
- RICHARD L LICHTENSTEIN, OFFICER
- Phone
- (216) 261-8414
- Return prepared by
- CIUNI & PANICHI INC
Mission
TO PROVIDE HEALTH AND DEATH BENEFITS TO RETIREES OF ALLIS-CHALMERS CORPORATION.
Program accomplishments
- TO PROVIDE HEALTH BENEFITS AND DEATH BENEFITSExpenses $2,320,041
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
- 94-3101366
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $30,921,718
- Income (IRS master file)
- $40,529,063
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | -$739,913 | $2,320,041 | $30,921,718 | XML |
| 990 | December 2023 | $1,334,699 | $2,412,499 | $32,102,751 | XML |
| 990 | December 2022 | $815,296 | $3,561,623 | $32,662,462 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 94-3101366).
Questions about RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES
- What is the EIN of RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES?
- The employer identification number (EIN) of RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES is 94-3101366.
- Is RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES 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 RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES 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 RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES 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 RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES?
- The 990 for the year ended December 31, 2024 names RICHARD L LICHTENSTEIN.
- Who are the officers and directors of RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES?
- The 990 for the year ended December 31, 2024 lists 7 people; 4 received compensation from the organization, the highest $40,900 (RICHARD L LICHTENSTEIN, BENEFITS COMMITTEE CHAIR).
- How much revenue does RETIREE HEALTH TRUST FBO UNITED AUTO WORKERS RETIREES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$739,913, expenses of $2,320,041 and total assets of $30,921,718 at year end.
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