Liabilities / Assets
18th percentile
Higher debt load relative to assets than 18% of similar nonprofits.
990 • Fiscal year 2015 • EIN 27-1404121
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
18th percentile
Higher debt load relative to assets than 18% of similar nonprofits.
Liabilities / Revenue
19th percentile
Higher debt load relative to revenue than 19% of similar nonprofits.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
47th percentile
Higher top officer pay than 47% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Assets
Up$13,016,653
Up $1,753,783 (+16%) from 2014
Net Assets
Up$13,015,983
Up $1,817,139 (+16%) from 2014
Liabilities
Down$670
Down $63,356 (-99%) from 2014
Revenue
Down$6,514,641
Down $286,780 (-4.2%) from 2014
Expenses
Up$4,639,933
Up $235,003 (+5.3%) from 2014
Net Income
Down$1,874,708
Down $521,783 (-22%) from 2014
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.
To provide retiree health care, surviving spouse and/or death benefits to certain former employees.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $11,198,844 | $13,015,983 | ▲ $1,817,139 |
| Investments in Publicly Traded Securities | $4,547,379 | $6,162,747 | ▲ $1,615,368 |
| Accounts Receivable | $4,034,156 | $3,838,663 | ▼ $195,493 |
| Savings and Temporary Cash Investments | $2,639,013 | $2,780,983 | ▲ $141,970 |
| Cash and Non-Interest-Bearing Accounts | $38,539 | $229,462 | ▲ $190,923 |
| Prepaid Expenses and Deferred Charges | $3,783 | $4,798 | ▲ $1,015 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $11,262,870 | $13,016,653 | ▲ $1,753,783 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $64,026 | $670 | ▼ $63,356 |
| Total Liabilities | $64,026 | $670 | ▼ $63,356 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $11,198,844 | $13,015,983 | ▲ $1,817,139 |
| Total Liabilities and Net Assets / Fund Balance | $11,262,870 | $13,016,653 | ▲ $1,753,783 |
| Name | Title |
|---|---|
| - | Co-chair, Veba Committee |
| Jeanette Stump | Co-chair, Veba Committee |
| Rachel Davis | Trustee |
| Karl Schwartz | Veba Committee |
| Lauren Mcandrews | Veba Committee |
| Line Item | Amount |
|---|---|
| Other Expenses | $4,639,933 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Insurance | - | - | - | $4,522,264 |
| Other Expenses | - | - | - | $117,669 |
| Total Functional Expenses | $0 | $0 | $0 | $4,639,933 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $4,699,166 |
| Expenses per Audited Statements | $4,639,933 |
| Total Expenses per Form 990 | $4,639,933 |
| Expenses Not Reported on Form 990 | $59,233 |
| Expenses Not Reported on Financial Statements | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The organization does not have a committee with authority to act on behalf of the governing body.”
“A copy of the completed form 990 will be provided to each committee member prior to filing form 990.”
“The trust provides its governing documents and financial statements upon request.”
“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 organization does not compensate any individuals listed in part vii of the form 990.”
“The trust established under the plan to hold the plans 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 trusts 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 tax-exempt 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 require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2015 and 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. 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 2012.”
“Net depreciation in fair value of investments 59,233.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 64026 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 670 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 4034156 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 3838663 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE RETIREE HEALTH CARE, SURVIVING SPOUSE AND/OR DEATH BENEFITS TO CERTAIN FORMER EMPLOYEES. |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ELIZABETH QUEEN CENTRAL DATA SERVICES INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4122012242 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 60 BOULEVARD OF THE ALLIES FIFTH |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 15222 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 38539 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 229462 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 165023 |
| IRS990/CYOtherExpensesAmt | 0 | 4639933 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6349618 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1874708 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 4639933 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 6514641 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | PNC BANK NATIONAL ASSOCIATION |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RACHEL DAVIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KARL SCHWARTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | LAUREN MCANDREWS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JEANETTE STUMP |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VEBA COMMITTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VEBA COMMITTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CO-CHAIR, VEBA COMMITTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | CO-CHAIR, VEBA COMMITTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2010 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -1664 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 7160530 |
| IRS990/GrossReceiptsAmt | 0 | 13676835 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4522264 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 166687 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 166687 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4547379 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 6162747 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 7162194 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 11198844 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 13015983 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -1664 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -1664 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -57569 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | ADMINISTRATIVE EXPENSES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 117669 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 3783 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 4798 |
| IRS990/PrincipalOfficerNm | 0 | JEANETTE STUMP |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5361426 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 988192 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 5361426 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 988192 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 78770 |
| IRS990/PYOtherExpensesAmt | 0 | 4404930 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 6722651 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2396491 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 4404930 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 6801421 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1874708 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 11198844 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 13015983 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2639013 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2780983 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 59233 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 4639933 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1664 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 59233 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1664 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 6514641 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLANS 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 TRUSTS 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 TAX-EXEMPT 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 REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 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 2012. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | NET DEPRECIATION IN FAIR VALUE OF INVESTMENTS 59,233. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 4639933 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 6514641 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 6516305 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 4699166 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A COPY OF THE COMPLETED FORM 990 WILL BE PROVIDED TO EACH COMMITTEE MEMBER PRIOR TO FILING FORM 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TRUST PROVIDES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUALS LISTED IN PART VII OF THE FORM 990. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION A, LINE 1A: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 15, POLICIES: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 952316679 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 0 | C |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | WAH CHANG A DIVISION OF TDY INDUSTRIES LLC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | 1000 SIX PPG PLACE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 15222 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 11262870 |
| IRS990/TotalAssetsEOYAmt | 0 | 13016653 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 11262870 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 13016653 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 4639933 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 64026 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 670 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 64026 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 670 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 11198844 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 13015983 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 6349618 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 165023 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6349618 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 6514641 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 11262870 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 13016653 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 60 BLVD OF THE ALLIES NO 5TH FL |
| IRS990/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/USAddress/ZIPCd | 0 | 15222 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEANETTE STUMP |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIR, VEBA COMMITTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4122012242 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WAH CHANG DEFINED CONTRIBUTION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | BENEFIT TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WAHC |
| ReturnHeader/Filer/EIN | 0 | 271404121 |
| ReturnHeader/Filer/PhoneNum | 0 | 4122012242 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 60 BLVD OF THE ALLIES NO 5TH FL |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 15222 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 251408703 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SCHNEIDER DOWNS & CO INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | ONE PPG PLACE SUITE 1700 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 152225416 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4122613644 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | EUGENE J LOGAN |
| ReturnHeader/ReturnTs | 0 | 2016-11-10T14:40:12-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.
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