Civic Intelligence

Steelworkers Rockwell Retiree Health Care Trust

EIN 26-3661480 • 501(c)9 • Pittsburgh, PA

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Profile

WELFARE BENEFIT PLAN

60 Boulevard Of The Allies 5th FLPittsburgh, PA 15222

n/A

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

51st percentile

5.5%

Higher net margin than 51% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$9,409

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

34th percentile

2.9%

Faster asset growth than 34% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

40%

Faster revenue growth than 89% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$26,571,607

Up $750,231 (+2.9%) from 2023

Liabilities

Down

$19,031

Down $2,800 (-13%) from 2023

Net Assets

Up

$26,552,576

Up $753,031 (+2.9%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin51st percentile

Revenue

Up

$1,362,173

Up $390,760 (+40%) from 2023

Expenses

Down

$1,287,792

Down $327,026 (-20%) from 2023

Net Income

Up

$74,381

Up $717,786 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$40M$30M$20M$10M$0Assets 2011: $32,217,175Liabilities 2011: $35,441Net Assets 2011: $32,181,7342011Assets 2012: $33,518,184Liabilities 2012: $66,396Net Assets 2012: $33,451,7882012Assets 2013: $34,851,582Liabilities 2013: $8,523Net Assets 2013: $34,843,0592013Assets 2014: $33,643,858Liabilities 2014: $15,134Net Assets 2014: $33,628,7242014Assets 2015: $30,796,263Liabilities 2015: $96,654Net Assets 2015: $30,699,6092015Assets 2016: $29,686,581Liabilities 2016: $12,604Net Assets 2016: $29,673,9772016Assets 2017: $30,948,797Liabilities 2017: $9,861Net Assets 2017: $30,938,9362017Assets 2018: $27,521,212Liabilities 2018: $8,523Net Assets 2018: $27,512,6892018Assets 2019: $29,770,179Liabilities 2019: $24,077Net Assets 2019: $29,746,1022019Assets 2020: $30,291,607Liabilities 2020: $24,666Net Assets 2020: $30,266,9412020Assets 2021: $30,986,814Liabilities 2021: $40,428Net Assets 2021: $30,946,3862021Assets 2022: $24,692,512Liabilities 2022: $16,592Net Assets 2022: $24,675,9202022Assets 2023: $25,821,376Liabilities 2023: $21,831Net Assets 2023: $25,799,5452023Assets 2024: $26,571,607Liabilities 2024: $19,031Net Assets 2024: $26,552,5762024

Highlighted filing

2024

Assets$26,571,607
Liabilities$19,031
Net Assets$26,552,576
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $2,111,4242011Expenses 2012: $2,170,5122012Revenue 2013: $1,565,632Expenses 2013: $2,087,013Net Income 2013: -$521,3812013Revenue 2014: $1,449,708Expenses 2014: $2,353,437Net Income 2014: -$903,7292014Revenue 2015: $1,660,344Expenses 2015: $2,341,133Net Income 2015: -$680,7892015Revenue 2016: $1,269,110Expenses 2016: $2,617,328Net Income 2016: -$1,348,2182016Revenue 2017: $1,623,463Expenses 2017: $2,093,465Net Income 2017: -$470,0022017Revenue 2018: $799,559Expenses 2018: $2,209,892Net Income 2018: -$1,410,3332018Revenue 2019: $2,635,055Expenses 2019: $1,761,070Net Income 2019: $873,9852019Revenue 2020: $1,230,353Expenses 2020: $2,815,928Net Income 2020: -$1,585,5752020Revenue 2021: $1,146,798Expenses 2021: $1,776,946Net Income 2021: -$630,1482021Revenue 2022: $666,053Expenses 2022: $1,908,245Net Income 2022: -$1,242,1922022Revenue 2023: $971,413Expenses 2023: $1,614,818Net Income 2023: -$643,4052023Revenue 2024: $1,362,173Expenses 2024: $1,287,792Net Income 2024: $74,3812024

Highlighted filing

2024

Revenue$1,362,173
Expenses$1,287,792
Net Income$74,381
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$26,571,607
Liabilities
$19,031
Net assets
$26,552,576
Revenue
$1,362,173
Expenses
$1,287,792
Net income
$74,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$0.02$26.6$1.36$1.29$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.02$25.8$0.97$1.61$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.7$0.02$24.7$0.67$1.91$1.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$0.04$30.9$1.15$1.78$0.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.3$0.02$30.3$1.23$2.82$1.59
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.8$0.02$29.7$2.64$1.76$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$0.01$27.5$0.80$2.21$1.41
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.9$0.01$30.9$1.62$2.09$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$0.01$29.7$1.27$2.62$1.35
2015Detailed filing. Detailed filing data is available for this year.$30.8$0.10$30.7$1.66$2.34$0.68
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$0.02$33.6$1.45$2.35$0.90
2013Detailed filing. Detailed filing data is available for this year.$34.9$0.01$34.8$1.57$2.09$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$0.07$33.5$2.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$0.04$32.2$2.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.2
Gross Receipts
$6,948,573
Mission and Program Overview

Mission

WELFARE BENEFIT PLAN

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$25,799,545$26,552,576▲ $753,031
Investments Other Securities$14,579,776$15,952,829▲ $1,373,053
Investments in Publicly Traded Securities$10,789,271$10,233,106▼ $556,165
Savings and Temporary Cash Investments$242,128$289,819▲ $47,691
Cash and Non-Interest-Bearing Accounts$140,349$17,748▼ $122,601
Prepaid Expenses and Deferred Charges$2,902$4,643▲ $1,741
Total Assets$25,821,376$26,571,607▲ $750,231
Other Assets Total$66,950$73,462▲ $6,512
Liabilities
Accounts Payable and Accrued Expenses$21,831$19,031▼ $2,800
Total Liabilities$21,831$19,031▼ $2,800
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,799,545$26,552,576▲ $753,031
Total Liabilities and Net Assets / Fund Balance$25,821,376$26,571,607▲ $750,231

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,603,674--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
S Howard KlineCommittee Member$9,409$9,409
Tom ClancyCommittee Member$9,409$9,409
Jeanette StumpCommittee Member$7,508$7,508
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,362,173
Other Revenue
$0
Change in Net Assets
$74,381

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,296,635
Revenue Not Reported on Financial Statements
$65,538
Revenue Not Reported on Form 990
$678,650
Total Revenue per Audited Statements
$1,975,285
Total Revenue per Form 990
$1,362,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,250
Salaries, Compensation, and Employee Benefits$22,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$1,123,851
Fees for Service Investment Mgmnt Fees$0$0$0$65,538
Fees for Services Other$0$0$0$38,502
Current Officers, Directors, Trustees, and Key Employees$0$0$0$22,691
Fees for Services Accounting$0$0$0$13,800
Insurance$0$0$0$13,399
Fees for Services Legal$0$0$0$5,760
Office Expenses$0$0$0$2,937
Other Expenses$0$0$0$895
Conferences and Meetings$0$0$0$419
Total Functional Expenses$0$0$0$1,287,792

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,287,792
Expenses per Audited Statements$1,222,254
Total Expenses per Audited Statements$1,222,254
Expenses Not Reported on Financial Statements$65,538
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Steelworkers Rockwell Retiree Health Care Trust
EIN
26-3661480
Phone
4122012242
Address
60 BOULEVARD OF THE ALLIES 5TH FL, PITTSBURGH, PA 15222

Signing Officer

Name
Jeanette Stump
Title
Committee Member
Phone
4122012242
Signed
2025-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanette Stump
Formed
2008
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
McElhaney & Associates LLC
Address
1725 Washington Rd Ste 509, Pittsburgh, PA 15241
Preparer
McElhaney Associates LLC
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 Appendix309 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/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
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IRS990/Desc0WELFARE BENEFIT PLAN
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IRS990/FeesForServicesLegalGrp/TotalAmt05760
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
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IRS990/FeesForServicesOtherGrp/TotalAmt038502
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt065538
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm1TOM CLANCY
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IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
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IRS990/FormationYr02008
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0T. Rowe Price Short Term Bond Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1T. Rowe Price Total Return
IRS990ScheduleD/OtherSecuritiesGrp/Desc2T. Rowe Price QM Bond INDX-I
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt01362173
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01362173
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/USAddress/AddressLine1Txt060 BOULEVARD OF THE ALLIES
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE STUMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEELWORKERS ROCKWELL RETIREE HEALTH CARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McElhaney & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01725 Washington Rd Ste 509
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum04128313812
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0McElhaney Associates LLC
ReturnHeader/ReturnTs02025-10-09T12:25:35-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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