Civic Intelligence

Southern Star Veba for Collectively Bargained

EIN 73-1446364 • 501(c)9 • Milwaukee, WI

Profile

Payment of program service revenue of the veba to participants and their dependents for medical and life benefits

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$13,346

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

33rd percentile

1.6%

Faster asset growth than 33% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-47%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$34,144,937

Up $530,273 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$34,144,937

Up $530,273 (+1.6%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin87th percentile

Revenue

Down

$1,426,537

Down $1,287,084 (-47%) from 2023

Expenses

Down

$896,264

Down $257,263 (-22%) from 2023

Net Income

Down

$530,273

Down $1,029,821 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $26,193,224Liabilities 2011: $153,690Net Assets 2011: $26,039,5342011Assets 2012: $27,735,317Liabilities 2012: $196,290Net Assets 2012: $27,539,0272012Assets 2013: $32,072,507Liabilities 2013: $216,045Net Assets 2013: $31,856,4622013Assets 2014: $32,260,328Liabilities 2014: $283,574Net Assets 2014: $31,976,7542014Assets 2015: $29,857,392Liabilities 2015: $305,542Net Assets 2015: $29,551,8502015Assets 2016: $29,479,686Liabilities 2016: $417,152Net Assets 2016: $29,062,5342016Assets 2017: $32,156,049Liabilities 2017: $162,606Net Assets 2017: $31,993,4432017Assets 2018: $29,347,169Liabilities 2018: $0Net Assets 2018: $29,347,1692018Assets 2019: $33,081,692Liabilities 2019: $0Net Assets 2019: $33,081,6922019Assets 2020: $34,877,617Liabilities 2020: $0Net Assets 2020: $34,877,6172020Assets 2021: $37,083,775Liabilities 2021: $0Net Assets 2021: $37,083,7752021Assets 2022: $32,054,570Liabilities 2022: $0Net Assets 2022: $32,054,5702022Assets 2023: $33,614,664Liabilities 2023: $0Net Assets 2023: $33,614,6642023Assets 2024: $34,144,937Liabilities 2024: $0Net Assets 2024: $34,144,9372024

Highlighted filing

2024

Assets$34,144,937
Liabilities$0
Net Assets$34,144,937
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $587,677Expenses 2011: $1,952,458Net Income 2011: -$1,364,7812011Revenue 2012: $3,980,988Expenses 2012: $2,481,495Net Income 2012: $1,499,4932012Revenue 2013: $6,552,730Expenses 2013: $2,235,295Net Income 2013: $4,317,4352013Revenue 2014: $2,650,336Expenses 2014: $2,530,044Net Income 2014: $120,2922014Revenue 2015: $458,019Expenses 2015: $2,882,923Net Income 2015: -$2,424,9042015Revenue 2016: $1,849,763Expenses 2016: $2,339,079Net Income 2016: -$489,3162016Revenue 2017: $4,707,153Expenses 2017: $1,776,244Net Income 2017: $2,930,9092017Revenue 2018: -$433,068Expenses 2018: $2,051,500Net Income 2018: -$2,484,5682018Revenue 2019: $5,735,633Expenses 2019: $2,001,110Net Income 2019: $3,734,5232019Revenue 2020: $4,119,292Expenses 2020: $2,323,367Net Income 2020: $1,795,9252020Revenue 2021: $4,080,901Expenses 2021: $1,874,743Net Income 2021: $2,206,1582021Revenue 2022: -$4,161,059Expenses 2022: $868,138Net Income 2022: -$5,029,1972022Revenue 2023: $2,713,621Expenses 2023: $1,153,527Net Income 2023: $1,560,0942023Revenue 2024: $1,426,537Expenses 2024: $896,264Net Income 2024: $530,2732024

Highlighted filing

2024

Revenue$1,426,537
Expenses$896,264
Net Income$530,273
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
$34,144,937
Liabilities
$0
Net assets
$34,144,937
Revenue
$1,426,537
Expenses
$896,264
Net income
$530,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$0.00$34.1$1.43$0.90$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$0.00$33.6$2.71$1.15$1.56
2022Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$4.16$0.87$5.03
2021Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$4.08$1.87$2.21
2020Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$4.12$2.32$1.80
2019Summary only. Only limited summary data is available for this year.$33.1$0.00$33.1$5.74$2.00$3.73
2018Summary only. Only limited summary data is available for this year.$29.3$0.00$29.3$0.43$2.05$2.48
2017Summary only. Only limited summary data is available for this year.$32.2$0.16$32.0$4.71$1.78$2.93
2016Summary only. Only limited summary data is available for this year.$29.5$0.42$29.1$1.85$2.34$0.49
2015Summary only. Only limited summary data is available for this year.$29.9$0.31$29.6$0.46$2.88$2.42
2014Summary only. Only limited summary data is available for this year.$32.3$0.28$32.0$2.65$2.53$0.12
2013Summary only. Only limited summary data is available for this year.$32.1$0.22$31.9$6.55$2.24$4.32
2012Summary only. Only limited summary data is available for this year.$27.7$0.20$27.5$3.98$2.48$1.50
2011Summary only. Only limited summary data is available for this year.$26.2$0.15$26.0$0.59$1.95$1.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$135,655,702
Mission and Program Overview

Mission

Payment of program service revenue of the veba to participants and their dependents for medical and life benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,614,664$34,144,937▲ $530,273
Investments in Publicly Traded Securities$15,713,001$29,262,784▲ $13,549,783
Cash and Non-Interest-Bearing Accounts$17,787,337$4,859,183▼ $12,928,154
Accounts Receivable$114,326$22,970▼ $91,356
Total Assets$33,614,664$34,144,937▲ $530,273
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,614,664$34,144,937▲ $530,273
Total Liabilities and Net Assets / Fund Balance$33,614,664$34,144,937▲ $530,273
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
US Bank N a as TrusteeTrustee$13,346$13,346

Board Members and Trustees

NameTitle
Delphine PersouyreDirector
Eleonore JoderDirector
Jeff MurphyDirector
Julie DillDirector
Renaud FaucherDirector
Shawn PattersonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$323,238
Investment Income
$1,375,906
Other Revenue
$-272,607
Change in Net Assets
$530,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,740
Salaries, Compensation, and Employee Benefits$13,346
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$743,178--$743,178
Fees for Service Investment Mgmnt Fees$79,977--$79,977
Fees for Services Accounting$28,409--$28,409
Current Officers, Directors, Trustees, and Key Employees$13,346--$13,346
Other Expenses$8,729--$8,729
Total Functional Expenses$896,264$0$0$896,264
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Explanation for Form 990, Page 6, Part VI, Line 9

“Renaud faucher, 1000 place jean-paul-riopelle, montreal, quebec h2z2b3”

Explanation for Form 990, Page 6, Part VI, Line 9

“Julie dill, 2318 mimosa drive, houston, tx 77019”

Explanation for Form 990, Page 6, Part VI, Line 9

“Jeff murphy, 111 s. Wacker drive, suite 3925, chicago, il 60606”

Explanation for Form 990, Page 6, Part VI, Line 9

“Shawn patterson, 4700 state route 56, owensboro, ky 42301”

Explanation for Form 990, Page 6, Part VI, Line 9

“Delphine persouyre, 1000 place jean-paul-riopelle, montreal, quebec, h2z2b3”

Explanation for Form 990, Page 6, Part VI, Line 9

“Eleonore joder, 28-32 avenue victor hugo 6th floor, paris, france, 75116”

Form 990, Page 6, Part VI, Line 2

“Two directors (faucher & persouyre) are common employees and officers of southern star veba and caisse de depot et placement du quebec.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“No review was or will be conducted by the governing body”

Explanation for Form 990, Page 6, Part VI, Line 9

“SEE EXPLANATION ABOVE”

FORM 990, PAGE 6, PART VI, LINE 15B

“Trust does not have any employees, only one trustee.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Southern Star Veba for Collectively Bargained
EIN
73-1446364
Phone
2708525000
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
2708525000
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Ky
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix334 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt0114326
IRS990/AccountsReceivableGrp/EOYAmt022970
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PAYMENT OF PROGRAM SERVICE REVENUE OF THE VEBA TO PARTICIPANTS AND THEIR DEPENDENTS FOR MEDICAL AND LIFE BENEFITS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0743178
IRS990/BenefitsToMembersGrp/TotalAmt0743178
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990/BooksInCareOfDetail/PhoneNum02136156827
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0221 SOUTH FIGUEROA STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090012
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt017787337
IRS990/CashNonInterestBearingGrp/EOYAmt04859183
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt013346
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013346
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0743178
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01375906
IRS990/CYOtherExpensesAmt0139740
IRS990/CYOtherRevenueAmt0-272607
IRS990/CYProgramServiceRevenueAmt0323238
IRS990/CYRevenuesLessExpensesAmt0530273
IRS990/CYSalariesCompEmpBnftPaidAmt013346
IRS990/CYTotalExpensesAmt0896264
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01426537
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MEDICAL EXPENSES PAID
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0743178
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt028409
IRS990/FeesForServicesAccountingGrp/TotalAmt028409
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt079977
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt079977
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE DILL
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm2SHAWN PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3DELPHINE PERSOUYRE
IRS990/Form990PartVIISectionAGrp/PersonNm4RENAUD FAUCHER
IRS990/Form990PartVIISectionAGrp/PersonNm5ELEONORE JODER
IRS990/Form990PartVIISectionAGrp/PersonNm6US BANK N A AS TRUSTEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt613346
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-346114
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0133883051
IRS990/GrossReceiptsAmt0135655702
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01722020
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01722020
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015713001
IRS990/InvestmentsPubTradedSecGrp/EOYAmt029262784
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0134229165
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0-390339
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-390339
IRS990/MissionDesc0PAYMENT OF PROGRAM SERVICE REVENUE OF THE VEBA TO PARTICIPANTS AND THEIR DEPENDENTS FOR MEDICAL AND LIFE BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt033614664
IRS990/NetAssetsOrFundBalancesEOYAmt034144937
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-346114
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-346114
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1ACTUARIAL FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt022625
IRS990/OtherExpensesGrp/ProgramServicesAmt18729
IRS990/OtherExpensesGrp/TotalAmt022625
IRS990/OtherExpensesGrp/TotalAmt18729
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0OTHER INVESTMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0117732
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0117732
IRS990/OtherRevenueTotalAmt0-272607
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0US BANK TRUSTEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS TO VEBA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0323238
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0323238
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01059850
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04200451
IRS990/PYOtherExpensesAmt079655
IRS990/PYOtherRevenueAmt0-1795311
IRS990/PYProgramServiceRevenueAmt0308481
IRS990/PYRevenuesLessExpensesAmt01560094
IRS990/PYSalariesCompEmpBnftPaidAmt014022
IRS990/PYTotalExpensesAmt01153527
IRS990/PYTotalRevenueAmt02713621
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0530273
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt033614664
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034144937
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENAUD FAUCHER, 1000 PLACE JEAN-PAUL-RIOPELLE, MONTREAL, QUEBEC H2Z2B3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JULIE DILL, 2318 MIMOSA DRIVE, HOUSTON, TX 77019
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JEFF MURPHY, 111 S. WACKER DRIVE, SUITE 3925, CHICAGO, IL 60606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHAWN PATTERSON, 4700 STATE ROUTE 56, OWENSBORO, KY 42301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DELPHINE PERSOUYRE, 1000 PLACE JEAN-PAUL-RIOPELLE, MONTREAL, QUEBEC, H2Z2B3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ELEONORE JODER, 28-32 AVENUE VICTOR HUGO 6TH FLOOR, PARIS, FRANCE, 75116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TWO DIRECTORS (FAUCHER & PERSOUYRE) ARE COMMON EMPLOYEES AND OFFICERS OF SOUTHERN STAR VEBA AND CAISSE DE DEPOT ET PLACEMENT DU QUEBEC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO REVIEW WAS OR WILL BE CONDUCTED BY THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SEE EXPLANATION ABOVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRUST DOES NOT HAVE ANY EMPLOYEES, ONLY ONE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0730183220
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0NATURAL GAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SOUTHERN STAR CENTRAL GAS PIPELINE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt04700 STATE ROUTE 56
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0OWENSBORO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd042301
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033614664
IRS990/TotalAssetsEOYAmt034144937
IRS990/TotalAssetsGrp/BOYAmt033614664
IRS990/TotalAssetsGrp/EOYAmt034144937
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0896264
IRS990/TotalFunctionalExpensesGrp/TotalAmt0896264
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033614664
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034144937
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0743178
IRS990/TotalProgramServiceRevenueAmt0323238
IRS990/TotalReportableCompFromOrgAmt013346
IRS990/TotalRevenueGrp/ExclusionAmt01493638
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-67101
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01426537
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033614664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034144937
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02708525000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN STAR VEBA FOR COLLECTIVELY BARGAINED
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0731446364
ReturnHeader/Filer/PhoneNum02708525000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T12:01:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.