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← PATRIOT RETIREES VOLUNTARY BENEFICIARY ASSOCIATION

Form 990 for tax year 2023

Filed by PATRIOT RETIREES VOLUNTARY BENEFICIARY ASSOCIATION.

Totals

Total revenue
$1,635,934
Total expenses
$1,626,781
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,624,795
Investment income
$11,139
Other revenue
$0
Total assets, end of year
$967,794
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$967,794
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $1,198,181 · related or exempt $1,198,181

  • 2b · Program service revenue: PRESCRIPTION REBATES

    total $270,634 · related or exempt $270,634

  • 2c · Program service revenue: RETIREE DRUG SUBSIDIES

    total $155,980 · related or exempt $155,980

  • 3 · Investment income

    total $11,139 · excluded $11,139

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,553,599

  • 11a · Fees: management

    total $33,190

  • 11c · Fees: accounting

    total $22,715

  • 11g · Fees: other

    total $9,711

  • 23 · Insurance

    total $6,971

  • 24a · Other expenses: PCORI FEES

    total $570

  • 24b · Other expenses: OTHER

    total $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $24,050 · end of year $32,557

  • 2 · Savings and temporary cash investments

    beginning of year $928,200 · end of year $927,629

  • 15 · Other assets

    beginning of year $6,391 · end of year $7,608

  • 27 · Net assets without donor restrictions

    beginning of year $958,641 · end of year $967,794

Mission and programs · 2023

Mission

PROVIDE HEALTH AND WELFARE BENEFITS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIREES.

As filed on the 2023 return.

Listed in Part VII

  • KEVIN FAGAN

    TRUSTEE

    Total calculated
    $228,024
    From this org
    $0
    From related orgs
    $178,459
    Other
    $49,565
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,459 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,005 related
    Nontaxable benefits
    $0 + $28,560 related
    Filer's total
    $0 + $228,024 related

  • JASON HAUGHT

    CHAIRMAN

    Total calculated
    $178,646
    From this org
    $0
    From related orgs
    $134,392
    Other
    $44,254
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,392 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,694 related
    Nontaxable benefits
    $0 + $28,560 related
    Filer's total
    $0 + $178,646 related

  • MICHEAL BUCKNER

    TRUSTEE

    Total calculated
    $24,000
    From this org
    $0
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ALCOA CORPORATION

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202423189349300002

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