Civic Intelligence

Patriot Coal Salaried Retiree Veba Trust C/O Jon Cohen Dickinson Wright PLLC

EIN 46-3002887 • 501(c)9 • Chicago, IL

View Organization Page

Profile

To allow participants of patriot coal salaried retiree veba trust to obtain reimbursement of certain health care insurance premium expenses on a nontaxable basis so long as sufficient funds are available from the veba trust to economically achieve this purpose.

55 W Monroe Street 1200Chicago, IL 60603

n/A

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.04x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

5th percentile

-163%

Higher net margin than 5% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.0%

Faster asset growth than 32% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$7,800,526

Down $75,440 (-1.0%) from 2023

Liabilities

Up

$17,373

Up $618 (+3.7%) from 2023

Net Assets

Down

$7,783,153

Down $76,058 (-1.0%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin5th percentile

Revenue

Up

$400,048

Up $38,184 (+11%) from 2023

Expenses

Down

$1,050,896

Down $67,530 (-6.0%) from 2023

Net Income

Up

-$650,848

Up $105,714 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$15M$10M$5.0M$0Assets 2013: $3,955,263Liabilities 2013: $0Net Assets 2013: $3,955,2632013Assets 2014: $3,601,017Liabilities 2014: $0Net Assets 2014: $3,601,0172014Assets 2015: $6,544,229Liabilities 2015: $21,922Net Assets 2015: $6,522,3072015Assets 2016: $5,437,363Liabilities 2016: $11,351Net Assets 2016: $5,426,0122016Assets 2017: $6,223,029Liabilities 2017: $11,793Net Assets 2017: $6,211,2362017Assets 2018: $7,160,470Liabilities 2018: $17,578Net Assets 2018: $7,142,8922018Assets 2019: $9,269,358Liabilities 2019: $18,997Net Assets 2019: $9,250,3612019Assets 2020: $10,066,347Liabilities 2020: $21,915Net Assets 2020: $10,044,4322020Assets 2021: $9,960,368Liabilities 2021: $25,020Net Assets 2021: $9,935,3482021Assets 2022: $8,307,028Liabilities 2022: $15,981Net Assets 2022: $8,291,0472022Assets 2023: $7,875,966Liabilities 2023: $16,755Net Assets 2023: $7,859,2112023Assets 2024: $7,800,526Liabilities 2024: $17,373Net Assets 2024: $7,783,1532024

Highlighted filing

2024

Assets$7,800,526
Liabilities$17,373
Net Assets$7,783,153
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $4,000,089Expenses 2013: $44,826Net Income 2013: $3,955,2632013Revenue 2014: $649,087Expenses 2014: $1,003,333Net Income 2014: -$354,2462014Revenue 2015: $4,067,853Expenses 2015: $1,146,563Net Income 2015: $2,921,2902015Revenue 2016: $1,203,042Expenses 2016: $2,299,337Net Income 2016: -$1,096,2952016Revenue 2017: $3,547,912Expenses 2017: $2,805,426Net Income 2017: $742,4862017Revenue 2018: $3,698,946Expenses 2018: $2,334,984Net Income 2018: $1,363,9622018Revenue 2019: $3,836,289Expenses 2019: $2,271,490Net Income 2019: $1,564,7992019Revenue 2020: $2,412,409Expenses 2020: $1,477,152Net Income 2020: $935,2572020Revenue 2021: $413,634Expenses 2021: $1,290,865Net Income 2021: -$877,2312021Revenue 2022: $284,521Expenses 2022: $1,198,059Net Income 2022: -$913,5382022Revenue 2023: $361,864Expenses 2023: $1,118,426Net Income 2023: -$756,5622023Revenue 2024: $400,048Expenses 2024: $1,050,896Net Income 2024: -$650,8482024

Highlighted filing

2024

Revenue$400,048
Expenses$1,050,896
Net Income-$650,848
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,800,526
Liabilities
$17,373
Net assets
$7,783,153
Revenue
$400,048
Expenses
$1,050,896
Net income
-$650,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.80$0.02$7.78$0.40$1.05$0.65
2023Detailed filing. Detailed filing data is available for this year.$7.88$0.02$7.86$0.36$1.12$0.76
2022Detailed filing. Detailed filing data is available for this year.$8.31$0.02$8.29$0.28$1.20$0.91
2021Detailed filing. Detailed filing data is available for this year.$9.96$0.03$9.94$0.41$1.29$0.88
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.02$10.0$2.41$1.48$0.94
2019Detailed filing. Detailed filing data is available for this year.$9.27$0.02$9.25$3.84$2.27$1.56
2018Detailed filing. Detailed filing data is available for this year.$7.16$0.02$7.14$3.70$2.33$1.36
2017Detailed filing. Detailed filing data is available for this year.$6.22$0.01$6.21$3.55$2.81$0.74
2016Detailed filing. Detailed filing data is available for this year.$5.44$0.01$5.43$1.20$2.30$1.10
2015Detailed filing. Detailed filing data is available for this year.$6.54$0.02$6.52$4.07$1.15$2.92
2014Summary only. Only limited summary data is available for this year.$3.60$0.00$3.60$0.65$1.00$0.35
2013Summary only. Only limited summary data is available for this year.$3.96$0.00$3.96$4.00$0.04$3.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$1,370,173
Mission and Program Overview

Mission

To allow participants of patriot coal salaried retiree veba trust to obtain reimbursement of certain health care insurance premium expenses on a nontaxable basis so long as sufficient funds are available from the veba trust to economically achieve this purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,875,966$7,800,526▼ $75,440
Rtn Earn Endowment Incm Other Fnds$7,859,211$7,783,153▼ $76,058
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,875,966$7,800,526▼ $75,440
Liabilities
Accounts Payable and Accrued Expenses$16,755$17,373▲ $618
Total Liabilities$16,755$17,373▲ $618
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,859,211$7,783,153▼ $76,058
Total Liabilities and Net Assets / Fund Balance$7,875,966$7,800,526▼ $75,440

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,800,526--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Michael LodatoChairperson
Dean HubbleTrustee
Wayne AlveyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$400,048
Other Revenue
$0
Change in Net Assets
$-650,848

Audited Revenue Reconciliation

Revenue per Audited Statements
$400,047
Revenue Not Reported on Financial Statements
$1
Revenue Not Reported on Form 990
$574,790
Other Revenue Adjustments
$1
Total Revenue per Audited Statements
$974,837
Total Revenue per Form 990
$400,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,689
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
Benefits to Members$910,207--$910,207
Fees for Services Management$74,709--$74,709
Fees for Services Legal$50,831--$50,831
Fees for Services Accounting-$14,000-$14,000
Other Expenses$1,149--$1,149
Total Functional Expenses$1,036,896$14,000$0$1,050,896

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,050,896
Expenses per Audited Statements$1,050,895
Total Expenses per Audited Statements$1,050,895
Expenses Not Reported on Financial Statements$1
Other Expense Adjustments$1
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
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Day to day operations are performed by third party administrator.”

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

“There are no committees outside of the governing body.”

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

“The board of directors is the main governing body, which was given a copy of the return for approval prior to being filed.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Patriot Coal Salaried Retiree Veba Trust
EIN
46-3002887
Phone
3123774565
Address
55 W MONROE STREET 1200, CHICAGO, IL 60603

Signing Officer

Name
Michael J Lodato
Title
Chairperson
Phone
8125495495
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Lodato
Formed
2013
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
RICHMOND & COMPANY CPA'S AC
Address
PO BOX 1204, BECKLEY, WV 25802-1204
Preparer
Rolfe a Richmond
Phone
3042527353
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING”

Raw XML Appendix287 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/BOYAmt016755
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017373
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ALLOW PARTICIPANTS OF PATRIOT COAL SALARIED RETIREE VEBA TRUST TO OBTAIN REIMBURSEMENT OF CERTAIN HEALTH CARE INSURANCE PREMIUM EXPENSES ON A NONTAXABLE BASIS SO LONG AS SUFFICIENT FUNDS ARE AVAILABLE FROM THE VEBA TRUST TO ECONOMICALLY ACHIEVE THIS PURPOSE.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0910207
IRS990/BenefitsToMembersGrp/TotalAmt0910207
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JON D COHEN
IRS990/BooksInCareOfDetail/PhoneNum03123774565
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt055 W MONROE STREET SUITE 1200
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060603
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0910207
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0400048
IRS990/CYOtherExpensesAmt0140689
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-650848
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01050896
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0400048
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0DISTRIBUTION OF HEALTH REIMBURSEMENTS TO CERTAIN RETIREES OF PATRIOT COAL SALARIED RETIREE VEBA.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01036896
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014000
IRS990/FeesForServicesAccountingGrp/TotalAmt014000
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt050831
IRS990/FeesForServicesLegalGrp/TotalAmt050831
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt074709
IRS990/FeesForServicesManagementGrp/TotalAmt074709
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL LODATO
IRS990/Form990PartVIISectionAGrp/PersonNm1DEAN HUBBLE
IRS990/Form990PartVIISectionAGrp/PersonNm2WAYNE ALVEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt092554
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01062679
IRS990/GrossReceiptsAmt01370173
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0307494
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0307494
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07875966
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07800526
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0970125
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ALLOW PARTICIPANTS OF PATRIOT COAL SALARIED RETIREE VEBA TRUST TO OBTAIN REIMBURSEMENT OF CERTAIN HEALTH CARE INSURANCE PREMIUM EXPENSES ON A NONTAXABLE BASIS SO LONG AS SUFFICIENT FUNDS ARE AVAILABLE FROM THE VEBA TRUST TO ECONOMICALLY ACHIEVE THIS PURPOSE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07859211
IRS990/NetAssetsOrFundBalancesEOYAmt07783153
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt092554
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt092554
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0574790
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAXES - EXCISE
IRS990/OtherExpensesGrp/ProgramServicesAmt01149
IRS990/OtherExpensesGrp/TotalAmt01149
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL LODATO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0989419
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0361864
IRS990/PYOtherExpensesAmt0129007
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-756562
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01118426
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0361864
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-650848
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07859211
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07783153
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01
IRS990ScheduleD/ExpensesSubtotalAmt01050895
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0574790
IRS990ScheduleD/OtherExpensesNotIncludedAmt01
IRS990ScheduleD/OtherRevenuesNotIncludedAmt01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07800526
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MORGAN STANLEY SMITH BARNEY INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0574790
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01
IRS990ScheduleD/RevenueSubtotalAmt0400047
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ROUNDING
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt07800526
IRS990ScheduleD/TotalExpensesPerForm990Amt01050896
IRS990ScheduleD/TotalRevenuePerForm990Amt0400048
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0974837
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01050895
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAY TO DAY OPERATIONS ARE PERFORMED BY THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES OUTSIDE OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS IS THE MAIN GOVERNING BODY, WHICH WAS GIVEN A COPY OF THE RETURN FOR APPROVAL PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07875966
IRS990/TotalAssetsEOYAmt07800526
IRS990/TotalAssetsGrp/BOYAmt07875966
IRS990/TotalAssetsGrp/EOYAmt07800526
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01036896
IRS990/TotalFunctionalExpensesGrp/TotalAmt01050896
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016755
IRS990/TotalLiabilitiesEOYAmt017373
IRS990/TotalLiabilitiesGrp/BOYAmt016755
IRS990/TotalLiabilitiesGrp/EOYAmt017373
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07859211
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07783153
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01036896
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0400048
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0400048
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07875966
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07800526
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08438 PELICAN POINTE DR
IRS990/USAddress/CityNm0EVANSVILLE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047725
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J LODATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08125495495
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRIOT COAL SALARIED RETIREE VEBA TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JON COHEN DICKINSON WRIGHT PLLC
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0463002887
ReturnHeader/Filer/PhoneNum03123774565
ReturnHeader/Filer/USAddress/AddressLine1Txt055 W MONROE STREET 1200
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550678792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHMOND & COMPANY CPA'S AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BECKLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0258021204
ReturnHeader/PreparerPersonGrp/PhoneNum03042527353
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROLFE A RICHMOND
ReturnHeader/ReturnTs02025-09-08T13:32:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $5M-$10M nonprofits