Civic Intelligence

July Products LLC-Usw Retiree Welfare Trust

EIN 23-7865797 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

To pay welfare benefits for retired participants.

60 Boulevard Of Allies 5th FLPittsburgh, PA 15222

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$6,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

35th percentile

1.6%

Faster asset growth than 35% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

51%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$22,904,987

Up $1,371,378 (+6.4%) from 2023

Liabilities

Up

$21,167

Up $1,678 (+8.6%) from 2023

Net Assets

Up

$22,883,820

Up $1,369,700 (+6.4%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin81st percentile

Revenue

Down

$1,390,981

Down $180,463 (-11%) from 2023

Expenses

Down

$1,358,442

Down $103,786 (-7.1%) from 2023

Net Income

Down

$32,539

Down $76,677 (-70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$30M$20M$10M$0Assets 2011: $17,918,126Liabilities 2011: $12,367Net Assets 2011: $17,905,7592011Assets 2012: $17,815,287Liabilities 2012: $28,579Net Assets 2012: $17,786,7082012Assets 2013: $19,189,294Liabilities 2013: $19,058Net Assets 2013: $19,170,2362013Assets 2014: $21,085,777Liabilities 2014: $19,515Net Assets 2014: $21,066,2622014Assets 2015: $21,093,751Liabilities 2015: $18,350Net Assets 2015: $21,075,4012015Assets 2016: $20,406,318Liabilities 2016: $19,872Net Assets 2016: $20,386,4462016Assets 2017: $21,312,278Liabilities 2017: $20,010Net Assets 2017: $21,292,2682017Assets 2018: $21,540,409Liabilities 2018: $17,512Net Assets 2018: $21,522,8972018Assets 2019: $22,155,819Liabilities 2019: $33,746Net Assets 2019: $22,122,0732019Assets 2020: $22,032,906Liabilities 2020: $17,897Net Assets 2020: $22,015,0092020Assets 2021: $25,353,494Liabilities 2021: $20,773Net Assets 2021: $25,332,7212021Assets 2022: $21,167,647Liabilities 2022: $18,138Net Assets 2022: $21,149,5092022Assets 2023: $21,533,609Liabilities 2023: $19,489Net Assets 2023: $21,514,1202023Assets 2024: $22,904,987Liabilities 2024: $21,167Net Assets 2024: $22,883,8202024

Highlighted filing

2024

Assets$22,904,987
Liabilities$21,167
Net Assets$22,883,820
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,099,8582011Expenses 2012: $1,802,0012012Expenses 2013: $1,405,9092013Revenue 2014: $1,210,240Expenses 2014: $1,400,510Net Income 2014: -$190,2702014Revenue 2015: $1,308,873Expenses 2015: $1,372,673Net Income 2015: -$63,8002015Revenue 2016: $1,119,715Expenses 2016: $1,654,843Net Income 2016: -$535,1282016Revenue 2017: $1,267,715Expenses 2017: $1,604,722Net Income 2017: -$337,0072017Revenue 2018: $1,529,907Expenses 2018: $1,813,563Net Income 2018: -$283,6562018Revenue 2019: $1,541,977Expenses 2019: $1,501,302Net Income 2019: $40,6752019Revenue 2020: $1,281,301Expenses 2020: $1,600,287Net Income 2020: -$318,9862020Revenue 2021: $2,037,988Expenses 2021: $1,544,082Net Income 2021: $493,9062021Revenue 2022: $1,318,013Expenses 2022: $1,302,334Net Income 2022: $15,6792022Revenue 2023: $1,571,444Expenses 2023: $1,462,228Net Income 2023: $109,2162023Revenue 2024: $1,390,981Expenses 2024: $1,358,442Net Income 2024: $32,5392024

Highlighted filing

2024

Revenue$1,390,981
Expenses$1,358,442
Net Income$32,539
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$22,904,987
Liabilities
$21,167
Net assets
$22,883,820
Revenue
$1,390,981
Expenses
$1,358,442
Net income
$32,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$0.02$22.9$1.39$1.36$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.02$21.5$1.57$1.46$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$0.02$21.1$1.32$1.30$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$0.02$25.3$2.04$1.54$0.49
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$0.02$22.0$1.28$1.60$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$0.03$22.1$1.54$1.50$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.02$21.5$1.53$1.81$0.28
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$0.02$21.3$1.27$1.60$0.34
2016Detailed filing. Detailed filing data is available for this year.$20.4$0.02$20.4$1.12$1.65$0.54
2015Detailed filing. Detailed filing data is available for this year.$21.1$0.02$21.1$1.31$1.37$0.06
2014Detailed filing. Detailed filing data is available for this year.$21.1$0.02$21.1$1.21$1.40$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.02$19.2$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$0.03$17.8$1.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.9$0.01$17.9$2.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 15, 2021
Return Version
2020v4.1
Gross Receipts
$5,645,345
Mission and Program Overview

Mission

To pay welfare benefits for retired participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$22,015,009$25,332,721▲ $3,317,712
Investments in Publicly Traded Securities$10,922,356$13,108,943▲ $2,186,587
Investments Other Securities$10,751,170$11,836,060▲ $1,084,890
Savings and Temporary Cash Investments$315,608$316,193▲ $585
Cash and Non-Interest-Bearing Accounts$35,248$73,159▲ $37,911
Prepaid Expenses and Deferred Charges$2,768$13,000▲ $10,232
Total Assets$22,032,906$25,353,494▲ $3,320,588
Other Assets Total$5,756$6,139▲ $383
Liabilities
Accounts Payable and Accrued Expenses$17,897$20,773▲ $2,876
Total Liabilities$17,897$20,773▲ $2,876
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,015,009$25,332,721▲ $3,317,712
Total Liabilities and Net Assets / Fund Balance$22,032,906$25,353,494▲ $3,320,588

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,538,657--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
Jeanette StumpJoint Administration Committee Member$6,000$6,000

Board Members and Trustees

NameTitle
Dhirendra KushwahJoint Administration Committee Member
Rachael DavisJoint Administration Committee Member
Vladimir PoselenskiyJoint Administration Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,037,988
Other Revenue
$0
Change in Net Assets
$493,906

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,946,185
Revenue Not Reported on Financial Statements
$91,803
Revenue Not Reported on Form 990
$2,823,806
Total Revenue per Audited Statements
$4,769,991
Total Revenue per Form 990
$2,037,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,385
Salaries, Compensation, and Employee Benefits$6,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$1,352,697
Fees for Service Investment Mgmnt Fees$0$0$0$91,803
Fees for Services Other$0$0$0$59,371
Fees for Services Accounting$0$0$0$16,000
Insurance$0$0$0$11,812
Current Officers, Directors, Trustees, and Key Employees$0$0$0$6,000
Office Expenses$0$0$0$2,947
Fees for Services Legal$0$0$0$2,812
Other Expenses$0$0$0$640
Total Functional Expenses$0$0$0$1,544,082

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,544,082
Expenses per Audited Statements$1,452,279
Total Expenses per Audited Statements$1,452,279
Expenses Not Reported on Financial Statements$91,803
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
Audit committee
Yes
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
July Products Llc-usw Retiree Welfare Trust
EIN
23-7865797
Phone
4122012242
Address
60 BOULEVARD OF ALLIES 5TH FL, PITTSBURGH, PA 15222

Signing Officer

Name
Jeanette Stump
Title
Joint Administration Committee Memb
Phone
4122012242
Signed
2021-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanette Stump
Formed
2004
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
McElhaney & Associates LLC
Address
1725 Washington Rd Ste 507, Pittsburgh, PA 15241
Preparer
F E McElhaney Jr
Phone
4128313812
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“All committee members are provided a copy of the completed form before it is filed”

Pt VI, Line 19

“AVAILABLE UPON REQUEST”

Raw XML Appendix317 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.

Path#Value
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IRS990/BenefitsToMembersGrp/TotalAmt01352697
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IRS990/BooksInCareOfDetail/PhoneNum04122012242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 BLVD OF THE ALLIES 5TH FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt022015009
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IRS990/CashNonInterestBearingGrp/BOYAmt035248
IRS990/CashNonInterestBearingGrp/EOYAmt073159
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt06000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02037988
IRS990/CYOtherExpensesAmt0185385
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0493906
IRS990/CYSalariesCompEmpBnftPaidAmt06000
IRS990/CYTotalExpensesAmt01544082
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02037988
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PAY WELFARE BENEFITS FOR RETIRED PARTICIPANTS.
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IRS990/DisregardedEntityInd0false
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt00
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IRS990/FeesForServicesLegalGrp/TotalAmt02812
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
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IRS990/FeesForServicesOtherGrp/TotalAmt059371
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt091803
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm1DHIRENDRA KUSHWAH
IRS990/Form990PartVIISectionAGrp/PersonNm2VLADIMIR POSELENSKIY
IRS990/Form990PartVIISectionAGrp/PersonNm3RACHAEL DAVIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/TitleTxt1JOINT ADMINISTRATION COMMITTEE MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3JOINT ADMINISTRATION COMMITTEE MEMBER
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IRS990/GrantToRelatedPersonInd0false
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IRS990/MissionDesc0TO PAY WELFARE BENEFITS FOR RETIRED PARTICIPANTS.
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IRS990/OtherExpensesGrp/Desc0PCORI FEE
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0T ROWE PRICE TOTAL RETURN
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IRS990ScheduleD/OtherSecuritiesGrp/Desc2T ROWE PRICE SPECTRUM INTL
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL COMMITTEE MEMBERS ARE PROVIDED A COPY OF THE COMPLETED FORM BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
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IRS990/TotalAssetsGrp/EOYAmt025353494
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01544082
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt020773
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IRS990/TotalLiabilitiesGrp/EOYAmt020773
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025332721
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt06000
IRS990/TotalRevenueGrp/ExclusionAmt02037988
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02037988
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022032906
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt025353494
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060 BLVD OF THE ALLIES 5TH FL
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE STUMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0JOINT ADMINISTRATION COMMITTEE MEMB
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULY PRODUCTS LLC-USW RETIREE WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JULY
ReturnHeader/Filer/EIN0237865797
ReturnHeader/Filer/PhoneNum04122012242
ReturnHeader/Filer/USAddress/AddressLine1Txt060 BOULEVARD OF ALLIES 5TH FL
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McElhaney & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01725 Washington Rd Ste 507
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015241
ReturnHeader/PreparerPersonGrp/PhoneNum04128313812
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F E McElhaney Jr
ReturnHeader/ReturnTs02022-04-04T12:48:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANETTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUMP
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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