Civic Intelligence

The Carpenter Technology Corp Veba Trust

EIN 13-3663180 • 501(c)9 • Reading, PA

Profile

The primary exempt purpose is to pay post-retirement benefits to eligible individuals pursuant to the carpenter technology corporation veba trust.

PO Box 14662Reading, PA 19612-4662

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

3rd percentile

-61%

Higher net margin than 3% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$16,500

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-11%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$141,281,580

Up $17,093,471 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$141,281,580

Up $17,093,471 (+14%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin3rd percentile

Revenue

Down

$8,186,054

Down $1,007,872 (-11%) from 2023

Expenses

Down

$13,182,875

Down $2,311,612 (-15%) from 2023

Net Income

Up

-$4,996,821

Up $1,303,740 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $101,081,771Liabilities 2011: $21,381,847Net Assets 2011: $79,699,9242011Assets 2012: $98,392,426Liabilities 2012: $10,351,158Net Assets 2012: $88,041,2682012Assets 2013: $102,703,850Liabilities 2013: $1,285,495Net Assets 2013: $101,418,3552013Assets 2014: $118,722,370Liabilities 2014: $7,865,027Net Assets 2014: $110,857,3432014Assets 2015: $120,383,227Liabilities 2015: $8,893,702Net Assets 2015: $111,489,5252015Assets 2016: $125,013,619Liabilities 2016: $9,001,917Net Assets 2016: $116,011,7022016Assets 2017: $128,254,343Liabilities 2017: $7,066,855Net Assets 2017: $121,187,4882017Assets 2018: $114,693,964Liabilities 2018: $7,037,372Net Assets 2018: $107,656,5922018Assets 2019: $121,395,951Liabilities 2019: $14,888Net Assets 2019: $121,381,0632019Assets 2020: $126,367,328Liabilities 2020: $0Net Assets 2020: $126,367,3282020Assets 2021: $144,454,562Liabilities 2021: $56,492Net Assets 2021: $144,398,0702021Assets 2022: $112,224,897Liabilities 2022: $56,492Net Assets 2022: $112,168,4052022Assets 2023: $124,188,109Liabilities 2023: $0Net Assets 2023: $124,188,1092023Assets 2024: $141,281,580Liabilities 2024: $0Net Assets 2024: $141,281,5802024

Highlighted filing

2024

Assets$141,281,580
Liabilities$0
Net Assets$141,281,580
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2011: $6,775,277Expenses 2011: $1,677,680Net Income 2011: $5,097,5972011Expenses 2012: $908,0082012Revenue 2013: $3,676,971Expenses 2013: $1,676,172Net Income 2013: $2,000,7992013Revenue 2014: $4,642,957Expenses 2014: $1,559,577Net Income 2014: $3,083,3802014Revenue 2015: $4,002,342Expenses 2015: $1,445,625Net Income 2015: $2,556,7172015Revenue 2016: $4,681,211Expenses 2016: $5,127,001Net Income 2016: -$445,7902016Revenue 2017: $5,337,534Expenses 2017: $11,437,130Net Income 2017: -$6,099,5962017Revenue 2018: $8,128,888Expenses 2018: $12,681,299Net Income 2018: -$4,552,4112018Revenue 2019: $7,274,605Expenses 2019: $12,323,931Net Income 2019: -$5,049,3262019Revenue 2020: $6,313,467Expenses 2020: $12,590,680Net Income 2020: -$6,277,2132020Revenue 2021: $6,629,197Expenses 2021: $12,247,577Net Income 2021: -$5,618,3802021Revenue 2022: $8,543,048Expenses 2022: $12,527,966Net Income 2022: -$3,984,9182022Revenue 2023: $9,193,926Expenses 2023: $15,494,487Net Income 2023: -$6,300,5612023Revenue 2024: $8,186,054Expenses 2024: $13,182,875Net Income 2024: -$4,996,8212024

Highlighted filing

2024

Revenue$8,186,054
Expenses$13,182,875
Net Income-$4,996,821
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,281,580
Liabilities
$0
Net assets
$141,281,580
Revenue
$8,186,054
Expenses
$13,182,875
Net income
-$4,996,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$141$0.00$141$8.19$13.2$5.00
2023Detailed filing. Detailed filing data is available for this year.$124$0.00$124$9.19$15.5$6.30
2022Detailed filing. Detailed filing data is available for this year.$112$0.06$112$8.54$12.5$3.98
2021Detailed filing. Detailed filing data is available for this year.$144$0.06$144$6.63$12.2$5.62
2020Detailed filing. Detailed filing data is available for this year.$126$0.00$126$6.31$12.6$6.28
2019Detailed filing. Detailed filing data is available for this year.$121$0.01$121$7.27$12.3$5.05
2018Detailed filing. Detailed filing data is available for this year.$115$7.04$108$8.13$12.7$4.55
2017Detailed filing. Detailed filing data is available for this year.$128$7.07$121$5.34$11.4$6.10
2016Detailed filing. Detailed filing data is available for this year.$125$9.00$116$4.68$5.13$0.45
2015Detailed filing. Detailed filing data is available for this year.$120$8.89$111$4.00$1.45$2.56
2014Detailed filing. Detailed filing data is available for this year.$119$7.87$111$4.64$1.56$3.08
2013Detailed filing. Detailed filing data is available for this year.$103$1.29$101$3.68$1.68$2.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.4$10.4$88.0$0.91
2011Summary only. Only limited summary data is available for this year.$101$21.4$79.7$6.78$1.68$5.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 8, 2025
Return Version
2024v5.2
Gross Receipts
$23,336,627
Mission and Program Overview

Mission

The primary exempt purpose is to pay post-retirement benefits to eligible individuals pursuant to the carpenter technology corporation veba trust.

The primary exempt purpose is to pay post-retirement benefits to eligible individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$124,188,109$141,281,580▲ $17,093,471
Investments in Publicly Traded Securities$124,147,104$141,262,895▲ $17,115,791
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$124,188,109$141,281,580▲ $17,093,471
Other Assets Total$41,005$18,685▼ $22,320
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$124,188,109$141,281,580▲ $17,093,471
Total Liabilities and Net Assets / Fund Balance$124,188,109$141,281,580▲ $17,093,471
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$16,500$16,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,683,150
Investment Income
$6,502,904
Other Revenue
$0
Change in Net Assets
$-4,996,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,886,701
Salaries, Compensation, and Employee Benefits$16,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,279,674
Fees for Service Investment Mgmnt Fees---$226,816
Other Expenses---$123,766
Fees for Services Accounting---$39,190
Fees for Services Other---$38,197
Current Officers, Directors, Trustees, and Key Employees---$16,500
Total Functional Expenses$0$0$0$13,182,875
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The board currently does not have any committees, therefore, no minutes were prepared.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent auditing firm and reviewed by the plan sponsor's management prior to filing.”

Form 990, Part VI, Section B, Line 12C

“On a regular basis, carpenter technology corporation seeks information regarding outside business interests of directors, officers and certain employees to ensure that those interests do not create a conflict of interest. Carpenter's policy requires that no employee or member of his or her immediate family should have any undisclosed investment or participation in any service, professional or business enterprise which is either a customer, a competitor or a supplier of carpenter or its subsidiaries or is a company involved in a special project with carpenter or its subsidiaries. Managers and supervisors should be aware of the outside activities of those who report to them. Activities that were previously approved should be regularly reviewed and evaluated in case there are changes in circumstances. Services to be provided by an employee's relative should only be approved or continued in exceptional circumstances, even if those services have been longstanding or are provided at a favorable cost. It is strongly recommended that in the interest of avoiding any conflict or even an appearance of a conflict that these services be terminated.”

Form 990, Part VI, Section C, Line 19

“The governing documents and conflict of interest policy are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Carpenter Technology Corporation-post
EIN
13-3663180
Phone
6102083034
Address
PO BOX 14662, READING, PA 19612-4662

Signing Officer

Name
Michael Haney
Title
Treasurer
Phone
6102082000
Signed
2025-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Haney
Formed
1995
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Erin F Wood
Phone
4122613644
Raw XML Appendix281 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD CURRENTLY DOES NOT HAVE ANY COMMITTEES, THEREFORE, NO MINUTES WERE PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN INDEPENDENT AUDITING FIRM AND REVIEWED BY THE PLAN SPONSOR'S MANAGEMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON A REGULAR BASIS, CARPENTER TECHNOLOGY CORPORATION SEEKS INFORMATION REGARDING OUTSIDE BUSINESS INTERESTS OF DIRECTORS, OFFICERS AND CERTAIN EMPLOYEES TO ENSURE THAT THOSE INTERESTS DO NOT CREATE A CONFLICT OF INTEREST. CARPENTER'S POLICY REQUIRES THAT NO EMPLOYEE OR MEMBER OF HIS OR HER IMMEDIATE FAMILY SHOULD HAVE ANY UNDISCLOSED INVESTMENT OR PARTICIPATION IN ANY SERVICE, PROFESSIONAL OR BUSINESS ENTERPRISE WHICH IS EITHER A CUSTOMER, A COMPETITOR OR A SUPPLIER OF CARPENTER OR ITS SUBSIDIARIES OR IS A COMPANY INVOLVED IN A SPECIAL PROJECT WITH CARPENTER OR ITS SUBSIDIARIES. MANAGERS AND SUPERVISORS SHOULD BE AWARE OF THE OUTSIDE ACTIVITIES OF THOSE WHO REPORT TO THEM. ACTIVITIES THAT WERE PREVIOUSLY APPROVED SHOULD BE REGULARLY REVIEWED AND EVALUATED IN CASE THERE ARE CHANGES IN CIRCUMSTANCES. SERVICES TO BE PROVIDED BY AN EMPLOYEE'S RELATIVE SHOULD ONLY BE APPROVED OR CONTINUED IN EXCEPTIONAL CIRCUMSTANCES, EVEN IF THOSE SERVICES HAVE BEEN LONGSTANDING OR ARE PROVIDED AT A FAVORABLE COST. IT IS STRONGLY RECOMMENDED THAT IN THE INTEREST OF AVOIDING ANY CONFLICT OR EVEN AN APPEARANCE OF A CONFLICT THAT THESE SERVICES BE TERMINATED.
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IRS990/TotalFunctionalExpensesGrp/TotalAmt013182875
IRS990/TotalGrossUBIAmt06502904
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124188109
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0141281580
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01683150
IRS990/TotalReportableCompFromOrgAmt016500
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01683150
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08186054
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06502904
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0124188109
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0141281580
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 14662
IRS990/USAddress/CityNm0READING
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0196124662
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL HANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06102082000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARPENTER TECHNOLOGY CORPORATION-POST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREMENT VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0133663180
ReturnHeader/Filer/PhoneNum06102083034
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14662
ReturnHeader/Filer/USAddress/CityNm0READING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0196124662
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251408703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER DOWNS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PPG PLACE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN F WOOD
ReturnHeader/ReturnTs02025-07-14T06:04:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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