Civic Intelligence

Wah Chang Defined Contribution Benefit Trust

990 • Fiscal year 2017 • EIN 27-1404121

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

60 Blvd Of The Allies No 5th FLPittsburgh, PA 15222

(412) 201-2242

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.05x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$15,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

96th percentile

50%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2017

Revenue Growth

98th percentile

185%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2017

Assets

Up

$29,283,968

Up $16,267,315 (+125%) from 2015

Net Assets

Up

$27,932,587

Up $14,916,604 (+115%) from 2015

Liabilities

Up

$1,351,381

Up $1,350,711 (+201599%) from 2015

Revenue

Up

$52,850,249

Up $46,335,608 (+711%) from 2015

Expenses

Up

$45,683,633

Up $41,043,700 (+885%) from 2015

Net Income

Up

$7,166,616

Up $5,291,908 (+282%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2013: $8,794,916Liabilities 2013: $1,736Net Assets 2013: $8,793,1802013Assets 2014: $11,262,870Liabilities 2014: $64,026Net Assets 2014: $11,198,8442014Assets 2015: $13,016,653Liabilities 2015: $670Net Assets 2015: $13,015,9832015Assets 2017: $29,283,968Liabilities 2017: $1,351,381Net Assets 2017: $27,932,5872017Assets 2018: $40,658,315Liabilities 2018: $638,949Net Assets 2018: $40,019,3662018Assets 2019: $51,413,115Liabilities 2019: $682,516Net Assets 2019: $50,730,5992019Assets 2020: $68,338,376Liabilities 2020: $3,799,326Net Assets 2020: $64,539,0502020Assets 2021: $85,199,471Liabilities 2021: $6,627,138Net Assets 2021: $78,572,3332021Assets 2022: $72,423,401Liabilities 2022: $60,301Net Assets 2022: $72,363,1002022Assets 2023: $92,245,525Liabilities 2023: $1,543,662Net Assets 2023: $90,701,8632023Assets 2024: $112,602,704Liabilities 2024: $160,640Net Assets 2024: $112,442,0642024

Highlighted filing

2017

Assets$29,283,968
Liabilities$1,351,381
Net Assets$27,932,587

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Revenue 2013: $6,636,814Expenses 2013: $4,636,036Net Income 2013: $2,000,7782013Revenue 2014: $6,801,421Expenses 2014: $4,404,930Net Income 2014: $2,396,4912014Revenue 2015: $6,514,641Expenses 2015: $4,639,933Net Income 2015: $1,874,7082015Revenue 2017: $52,850,249Expenses 2017: $45,683,633Net Income 2017: $7,166,6162017Revenue 2018: $52,544,867Expenses 2018: $39,365,693Net Income 2018: $13,179,1742018Revenue 2019: $46,224,143Expenses 2019: $39,406,974Net Income 2019: $6,817,1692019Revenue 2020: $44,024,162Expenses 2020: $34,198,727Net Income 2020: $9,825,4352020Revenue 2021: $40,997,779Expenses 2021: $30,701,165Net Income 2021: $10,296,6142021Revenue 2022: $42,081,274Expenses 2022: $39,235,283Net Income 2022: $2,845,9912022Revenue 2023: $39,334,836Expenses 2023: $26,466,500Net Income 2023: $12,868,3362023Revenue 2024: $41,280,644Expenses 2024: $22,568,424Net Income 2024: $18,712,2202024

Highlighted filing

2017

Revenue$52,850,249
Expenses$45,683,633
Net Income$7,166,616
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$58,798,571
Mission and Program Overview

Mission

To provide retiree health care, surviving spouse and/or death benefits to certain former employees of wah chang as set forth in the wah chang defined contribution benefit trust agreement.

Provision of retiree health and other welfare benefits to plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$19,878,294$27,932,587▲ $8,054,293
Savings and Temporary Cash Investments$7,006,334$15,078,519▲ $8,072,185
Investments in Publicly Traded Securities$8,082,194$8,995,607▲ $913,413
Accounts Receivable$3,470,218$4,533,339▲ $1,063,121
Cash and Non-Interest-Bearing Accounts$3,494,197$668,412▼ $2,825,785
Prepaid Expenses and Deferred Charges$4,189$8,091▲ $3,902
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$22,057,132$29,283,968▲ $7,226,836
Liabilities
Accounts Payable and Accrued Expenses$2,178,838$1,351,381▼ $827,457
Total Liabilities$2,178,838$1,351,381▼ $827,457
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,878,294$27,932,587▲ $8,054,293
Total Liabilities and Net Assets / Fund Balance$22,057,132$29,283,968▲ $7,226,836
Compensation and Service Providers

Employees

NameTitleBaseTotal
Jeanette StumpChair, Veba Committee$15,000$15,000
-Trustee$5,490$5,490

Board Members and Trustees

NameTitle
Lauren McandrewsCo-chair, Veba Committee
Karl SchwartzVeba Committee
Rachel DavisVeba Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$52,498,384
Investment Income
$351,865
Other Revenue
$0
Change in Net Assets
$7,166,616

Audited Revenue Reconciliation

Revenue per Audited Statements
$52,850,249
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$887,677
Total Revenue per Audited Statements
$53,737,926
Total Revenue per Form 990
$52,850,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,683,633
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$45,228,045
Other Expenses---$220,122
Fees for Services Accounting---$98,303
Fees for Services Other---$66,998
Fees for Services Management---$34,593
Fees for Services Legal---$19,825
Office Expenses---$15,376
Conferences and Meetings---$371
Total Functional Expenses$0$0$0$45,683,633

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,683,633
Total Expenses per Audited Statements$45,683,633
Total Expenses per Form 990$45,683,633
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Backup withholding compliance
Yes
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

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The veba committee consists of four individuals, two of whom shall be appointed by the company and two of whom shall be appointed by the union.

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

The organization does not have a committee with authority to act on behalf of the governing body.

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

A copy of the completed form 990 will be provided to each committee member prior to filing form 990.

Form 990, Part VI, Section C, Line 19

The trust provides its governing documents and financial statements upon request.

FORM 990, PART VI, SECTION A, LINE 1A:

The trustee's duties and obligations shall be limited to those expressly imposed upon it by the governing trust agreement and amendments made thereto. The veba committee comprised of four members shall be the named fiduciary (as defined in section 402(a)(2) of erisa) with the authority to control and manage the operation of the trust, including but not limited to the authority to monitor and enforce contributions thereto, as set forth in the trust agreement and amendments made thereto and the plan document.

FORM 990, PART VI, SECTION B, LINE 15, POLICIES:

The organization does not compensate any individuals listed in part vii of the form 990.

Filing and Contact Details

Filer

Filer Name
Ati-usw Veba Trust
EIN
27-1404121
Phone
4122012242
Address
60 BLVD OF THE ALLIES NO 5TH FL, PITTSBURGH, PA 15222

Signing Officer

Name
Jeanette Stump
Title
Chair, Veba Committee
Phone
4122012242
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanette Stump
Formed
2010
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222-5416
Preparer
Eugene J Logan
Phone
4122613644
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The trust has established under the plan to hold the plan's assets received an exemption letter from the internal revenue service (irs) dated february 6, 2014, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc), and, accordingly, the trust's net investment income is exempt from income taxes. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the taxexempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML Appendix358 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02178838
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01351381
IRS990/AccountsReceivableGrp/BOYAmt03470218
IRS990/AccountsReceivableGrp/EOYAmt04533339
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELIZABETH QUEEN CENTRAL DATA SERVICES INC
IRS990/BooksInCareOfDetail/PhoneNum04122012242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 BOULEVARD OF THE ALLIES FIFTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03494197
IRS990/CashNonInterestBearingGrp/EOYAmt0668412
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0371
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0351865
IRS990/CYOtherExpensesAmt045683633
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt052498384
IRS990/CYRevenuesLessExpensesAmt07166616
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045683633
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt052850249
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt098303
IRS990/FeesForServicesLegalGrp/TotalAmt019825
IRS990/FeesForServicesManagementGrp/TotalAmt034593
IRS990/FeesForServicesOtherGrp/TotalAmt066998
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PNC BANK NATIONAL ASSOCIATION
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0RACHEL DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm1KARL SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2LAUREN MCANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm3JEANETTE STUMP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt315000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt45490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0VEBA COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VEBA COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-CHAIR, VEBA COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR, VEBA COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01007
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05949329
IRS990/GrossReceiptsAmt058798571
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt045228045
IRS990/InvestmentIncomeGrp/ExclusionAmt0350858
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0350858
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08082194
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08995607
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05948322
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019878294
IRS990/NetAssetsOrFundBalancesEOYAmt027932587
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01007
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01007
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0887677
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt015376
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0220122
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04189
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08091
IRS990/PrincipalOfficerNm0JEANETTE STUMP
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039846575
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112651809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039846575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112651809
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0204367
IRS990/PYOtherExpensesAmt030414225
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt033884969
IRS990/PYRevenuesLessExpensesAmt03675111
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt030414225
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034089336
IRS990/ReconcilationRevenueExpnssAmt07166616
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt019878294
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027932587
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07006334
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015078519
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt045683633
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0887677
IRS990ScheduleD/RevenueNotReportedAmt0887677
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt052850249
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 6, 2014, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAXEXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt045683633
IRS990ScheduleD/TotalRevenuePerForm990Amt052850249
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt053737926
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt045683633
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VEBA COMMITTEE CONSISTS OF FOUR INDIVIDUALS, TWO OF WHOM SHALL BE APPOINTED BY THE COMPANY AND TWO OF WHOM SHALL BE APPOINTED BY THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE COMPLETED FORM 990 WILL BE PROVIDED TO EACH COMMITTEE MEMBER PRIOR TO FILING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUSTEE'S DUTIES AND OBLIGATIONS SHALL BE LIMITED TO THOSE EXPRESSLY IMPOSED UPON IT BY THE GOVERNING TRUST AGREEMENT AND AMENDMENTS MADE THERETO. THE VEBA COMMITTEE COMPRISED OF FOUR MEMBERS SHALL BE THE NAMED FIDUCIARY (AS DEFINED IN SECTION 402(A)(2) OF ERISA) WITH THE AUTHORITY TO CONTROL AND MANAGE THE OPERATION OF THE TRUST, INCLUDING BUT NOT LIMITED TO THE AUTHORITY TO MONITOR AND ENFORCE CONTRIBUTIONS THERETO, AS SET FORTH IN THE TRUST AGREEMENT AND AMENDMENTS MADE THERETO AND THE PLAN DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUALS LISTED IN PART VII OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15, POLICIES:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0952316679
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1453947365
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2930448167
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0WAH CHANG A DIVISION OF TDY INDUSTRIES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ALLEGHENY LUDLUM LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2OREGON METALLURGICAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01000 SIX PPG PLACE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt11000 SIX PPG PLACE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt21000 SIX PPG PLACE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PITTSBURGH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1PITTSBURGH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2PITTSBURGH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd015222
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd115222
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd215222
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022057132
IRS990/TotalAssetsEOYAmt029283968
IRS990/TotalAssetsGrp/BOYAmt022057132
IRS990/TotalAssetsGrp/EOYAmt029283968
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt045683633
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02178838
IRS990/TotalLiabilitiesEOYAmt01351381
IRS990/TotalLiabilitiesGrp/BOYAmt02178838
IRS990/TotalLiabilitiesGrp/EOYAmt01351381
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019878294
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027932587
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt052498384
IRS990/TotalReportableCompFromOrgAmt020490
IRS990/TotalRevenueGrp/ExclusionAmt0351865
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt052498384
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052850249
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022057132
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt029283968
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060 BLVD OF THE ALLIES NO 5TH FL
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE STUMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR, VEBA COMMITTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATI-USW VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ATI-
ReturnHeader/Filer/EIN0271404121
ReturnHeader/Filer/PhoneNum04122012242
ReturnHeader/Filer/USAddress/AddressLine1Txt060 BLVD OF THE ALLIES NO 5TH FL
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00395E11EB06D780ECFC245D51E1B24F35389E13E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F035D39E46E6E5FD45C8EE06DFC95B60785D4203
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.79.164.82
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:07:46
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/ZIPCd0152225416
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE J LOGAN
ReturnHeader/ReturnTs02018-11-15T08:54:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $50M-$100M nonprofits