Form 990 for tax year 2023
Filed by SPECIAL METALS CORPORATION SALARIED RETIREES VEBA TR.
Totals
- Total revenue
- $3,673,711
- Total expenses
- $3,083,128
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,469,588
- Investment income
- $204,123
- Other revenue
- $0
- Total assets, end of year
- $7,122,440
- Total liabilities, end of year
- $256,114
- Net assets or fund balances, end of year
- $6,866,326
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $2,745,220
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 $1,910,747 · related or exempt $1,910,747
-
2b · Program service revenue: PARTICIPANT CONTRIBUTI
total $799,248 · related or exempt $799,248
-
2c · Program service revenue: PRESCRIPTION DRUG REBA
total $459,227 · related or exempt $459,227
-
2d · Program service revenue: MEDICARE PART D SUBSID
total $300,366 · related or exempt $300,366
-
3 · Investment income
total $204,123 · excluded $204,123
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $2,745,220
-
11b · Fees: legal
total $1,681
-
11c · Fees: accounting
total $11,500
-
11f · Fees: investment management
total $53,935
-
11g · Fees: other
total $265,542
-
13 · Office expenses
total $3,705
-
23 · Insurance
total $1,545
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,865 · end of year $2,373
-
2 · Savings and temporary cash investments
beginning of year $2,134,528 · end of year $4,331,434
-
4 · Accounts receivable
beginning of year $14,336 · end of year $73,868
-
11 · Investments: publicly traded securities
beginning of year $4,173,717 · end of year $2,714,765
-
17 · Accounts payable and accrued expenses
beginning of year $45,751 · end of year $22,758
-
19 · Deferred revenue
beginning of year $69,310 · end of year $64,984
-
25 · Other liabilities
beginning of year $174,683 · end of year $168,372
-
27 · Net assets without donor restrictions
beginning of year $6,035,702 · end of year $6,866,326
Mission and programs · 2023
Mission
VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION.TO PROVIDE HEALTH INSURANCE BENEFITS TO RETIREES AND THEIR DEPENDENTS AND TO PROVIDE LIFE INSURANCE.
Activities or mission (Part I)
VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION.TO PROVIDE HEALTH INSURANCE BENEFITS TO RETIREES AND THEIR DEPENDENTS AND TO PROVIDE LIFE INSURANCE
-
VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION.TO PROVIDE HEALTH INSURANCE BENEFITS TO RETIREES AND THEIR DEPENDENTS AND TO PROVIDE LIFE INSURANCE.
Expenses $2,745,220 · Revenue $3,469,588
As filed on the 2023 return.
Listed in Part VII
-
Larry MusickLARRY MUSICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Caroline ThomasCAROLINE THOMAS
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Dan WolfeDAN WOLFE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Mary RansbottomMARY RANSBOTTOM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Thomas LemkeTHOMAS LEMKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
James CrumJAMES CRUM
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Ron HaeberleRON HAEBERLE
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Ruth StoutRUTH STOUT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Darrell SmithDARRELL SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Gary SimpsonGARY SIMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Roger ChapmanROGER CHAPMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
Roy SmithROY SMITH
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 5
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422759349300222
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