Civic Intelligence

Wah Chang Defined Contribution Benefit Trust

990 • Fiscal year 2020 • EIN 27-1404121

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A

View Organization Page

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

58th percentile

0.06x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.09x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

81st percentile

22%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$15,257

Higher top officer pay than 52% of similar nonprofits.

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

92nd percentile

33%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-4.8%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$68,338,376

Up $16,925,261 (+33%) from 2019

Net Assets

Up

$64,539,050

Up $13,808,451 (+27%) from 2019

Liabilities

Up

$3,799,326

Up $3,116,810 (+457%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin81st percentile

Revenue

Down

$44,024,162

Down $2,199,981 (-4.8%) from 2019

Expenses

Down

$34,198,727

Down $5,208,247 (-13%) from 2019

Net Income

Up

$9,825,435

Up $3,008,266 (+44%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

2020

Assets$68,338,376
Liabilities$3,799,326
Net Assets$64,539,050
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

2020

Revenue$44,024,162
Expenses$34,198,727
Net Income$9,825,435
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$69,525,435
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$50,730,599$64,539,050▲ $13,808,451
Investments in Publicly Traded Securities$32,310,192$40,604,447▲ $8,294,255
Savings and Temporary Cash Investments$14,202,212$16,512,780▲ $2,310,568
Accounts Receivable$3,649,040$6,164,666▲ $2,515,626
Cash and Non-Interest-Bearing Accounts$1,173,461$5,047,169▲ $3,873,708
Prepaid Expenses and Deferred Charges$78,210$9,314▼ $68,896
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$51,413,115$68,338,376▲ $16,925,261
Liabilities
Accounts Payable and Accrued Expenses$682,516$3,799,326▲ $3,116,810
Total Liabilities$682,516$3,799,326▲ $3,116,810
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,730,599$64,539,050▲ $13,808,451
Total Liabilities and Net Assets / Fund Balance$51,413,115$68,338,376▲ $16,925,261
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
-Trustee$15,257$15,257
Jeanette StumpChair, Veba Committee$12,000$12,000

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
$42,542,879
Investment Income
$1,481,283
Other Revenue
$0
Change in Net Assets
$9,825,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$44,024,162
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,983,016
Total Revenue per Audited Statements
$48,007,178
Total Revenue per Form 990
$44,024,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,171,470
Salaries, Compensation, and Employee Benefits$27,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$33,724,228
Fees for Services Management---$167,482
Fees for Service Investment Mgmnt Fees---$92,938
Fees for Services Accounting---$79,801
Fees for Services Other---$66,165
Current Officers, Directors, Trustees, and Key Employees---$27,257
Other Expenses---$24,653
Office Expenses---$10,887
Fees for Services Legal---$5,316
Total Functional Expenses$0$0$0$34,198,727

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$34,198,727
Total Expenses per Audited Statements$34,198,727
Total Expenses per Form 990$34,198,727
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 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

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. The trust has been amended since receiving the exemption letter, but the plan sponsor believes that the plan continues to qualify and operate in accordance with the trust agreement and in conformity with the applicable provisions of the irc, and has no income subject to unrelated business income tax and, therefore, is exempt from federal income taxes.”

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
2021-11-12
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
0

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 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. Ithe trust has been amended since receiving the exemption letter, but the plan sponsor believes that the plan continues to quality and operate in accordance with the trust agreement and in conformity with the applicable provisions of the irc, and has no income subject to unrelated business income tax and, therefore, is exempt from federal income taxes. 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 irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes that the plan is no longer subject to income tax examinations for years prior to 2017.”

Raw XML Appendix357 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/BOYAmt0682516
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03799326
IRS990/AccountsReceivableGrp/BOYAmt03649040
IRS990/AccountsReceivableGrp/EOYAmt06164666
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01173461
IRS990/CashNonInterestBearingGrp/EOYAmt05047169
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt027257
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01481283
IRS990/CYOtherExpensesAmt034171470
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt042542879
IRS990/CYRevenuesLessExpensesAmt09825435
IRS990/CYSalariesCompEmpBnftPaidAmt027257
IRS990/CYTotalExpensesAmt034198727
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt044024162
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/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt079801
IRS990/FeesForServicesLegalGrp/TotalAmt05316
IRS990/FeesForServicesManagementGrp/TotalAmt0167482
IRS990/FeesForServicesOtherGrp/TotalAmt066165
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt092938
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/PersonNm0JEANETTE STUMP
IRS990/Form990PartVIISectionAGrp/PersonNm1RACHEL DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2KARL SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm3LAUREN MCANDREWS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt012000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt415257
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, VEBA COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VEBA COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VEBA COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-CHAIR, VEBA COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt065957
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025567230
IRS990/GrossReceiptsAmt069525435
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt033724228
IRS990/InvestmentIncomeGrp/ExclusionAmt01415326
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01415326
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032310192
IRS990/InvestmentsPubTradedSecGrp/EOYAmt040604447
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025501273
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/NetAssetsOrFundBalancesBOYAmt050730599
IRS990/NetAssetsOrFundBalancesEOYAmt064539050
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt065957
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065957
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03983016
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt010887
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/TotalAmt024653
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt078210
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09314
IRS990/PrincipalOfficerNm0JEANETTE STUMP
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032196648
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110346231
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032196648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110346231
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01126532
IRS990/PYOtherExpensesAmt039382354
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt045097611
IRS990/PYRevenuesLessExpensesAmt06817169
IRS990/PYSalariesCompEmpBnftPaidAmt024620
IRS990/PYTotalExpensesAmt039406974
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt046224143
IRS990/ReconcilationRevenueExpnssAmt09825435
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt050730599
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt064539050
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014202212
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016512780
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt034198727
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03983016
IRS990ScheduleD/RevenueNotReportedAmt03983016
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt044024162
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST 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. ITHE TRUST HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER, BUT THE PLAN SPONSOR BELIEVES THAT THE PLAN CONTINUES TO QUALITY AND OPERATE IN ACCORDANCE WITH THE TRUST AGREEMENT AND IN CONFORMITY WITH THE APPLICABLE PROVISIONS OF THE IRC, AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES. 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 IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt034198727
IRS990ScheduleD/TotalRevenuePerForm990Amt044024162
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt048007178
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034198727
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. THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER, BUT THE PLAN SPONSOR BELIEVES THAT THE PLAN CONTINUES TO QUALIFY AND OPERATE IN ACCORDANCE WITH THE TRUST AGREEMENT AND IN CONFORMITY WITH THE APPLICABLE PROVISIONS OF THE IRC, AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES.
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:
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/BusinessNameLine1Txt0ATI SPECIALTY ALLOYS AND COMPONENTS 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051413115
IRS990/TotalAssetsEOYAmt068338376
IRS990/TotalAssetsGrp/BOYAmt051413115
IRS990/TotalAssetsGrp/EOYAmt068338376
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt034198727
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0682516
IRS990/TotalLiabilitiesEOYAmt03799326
IRS990/TotalLiabilitiesGrp/BOYAmt0682516
IRS990/TotalLiabilitiesGrp/EOYAmt03799326
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt050730599
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt064539050
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt042542879
IRS990/TotalReportableCompFromOrgAmt027257
IRS990/TotalRevenueGrp/ExclusionAmt01481283
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt042542879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt044024162
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051413115
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt068338376
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANETTE STUMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR, VEBA COMMITTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04122012242
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/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/ReturnTs02021-11-15T06:11:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANETTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUMP
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,338,376
Liabilities
$3,799,326
Net assets
$64,539,050
Revenue
$44,024,162
Expenses
$34,198,727
Net income
$9,825,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$113$0.16$112$41.3$22.6$18.7
2023Detailed filing. Detailed filing data is available for this year.$92.2$1.54$90.7$39.3$26.5$12.9
2022Detailed filing. Detailed filing data is available for this year.$72.4$0.06$72.4$42.1$39.2$2.85
2021Detailed filing. Detailed filing data is available for this year.$85.2$6.63$78.6$41.0$30.7$10.3
2020Detailed filing. Detailed filing data is available for this year.$68.3$3.80$64.5$44.0$34.2$9.83
2019Detailed filing. Detailed filing data is available for this year.$51.4$0.68$50.7$46.2$39.4$6.82
2018Detailed filing. Detailed filing data is available for this year.$40.7$0.64$40.0$52.5$39.4$13.2
2017Detailed filing. Detailed filing data is available for this year.$29.3$1.35$27.9$52.9$45.7$7.17
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$6.51$4.64$1.87
2014Detailed filing. Detailed filing data is available for this year.$11.3$0.06$11.2$6.80$4.40$2.40
2013Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$6.64$4.64$2.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)9 • $50M-$100M nonprofits