Skip to content
ProPublica Donate
ProPublica Donate

Special Metals Corporation Hourly Retiree Benefits Tr

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$9.17M (2023)

Expenses
$3.89M (2023)

Total Assets
$125M (2023)

Total Liabilities
$74.5k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,167,833
Expenses
$3,889,676
Net Income
$5,278,157
Net Assets
$124,833,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,882
0.2%
Investment Income $4,407,854
48.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,739,097
51.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $56,503
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $124,907,755
Total Liabilities $74,510
Net Assets $124,833,245
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $12,532 $0 $0
Robert Adkins (Trustee) $10,532 $0 $0
Howard Kline (Trustee) $10,532 $0 $0
James Carney (Trustee) $10,532 $0 $0
Randall Moore (Trustee) $10,532 $0 $0

Document Links

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,086,745
Expenses
$3,171,722
Net Income
$2,915,023
Net Assets
$121,088,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $280,193
4.6%
Investment Income $4,771,470
78.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,035,082
17.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $54,916
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $121,145,044
Total Liabilities $56,836
Net Assets $121,088,208
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $12,150 $0 $0
Robert Adkins (Trustee) $10,150 $0 $0
Howard Kline (Trustee) $10,150 $0 $0
James Carney (Trustee) $10,150 $0 $0
Randall Moore (Trustee) $10,150 $0 $0

Document Links

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,898,204
Expenses
$3,130,892
Net Income
$4,767,312
Net Assets
$140,141,427
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $286,655
3.6%
Investment Income $3,309,635
41.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,301,914
54.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $53,000
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $140,267,320
Total Liabilities $125,893
Net Assets $140,141,427
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $12,000 $0 $0
Robert Adkins (Trustee) $10,000 $0 $0
Howard Kline (Trustee) $10,000 $0 $0
James Carney (Trustee) $10,000 $0 $0
Randall Moore (Trustee) $10,000 $0 $0

Document Links

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,292,048
Expenses
$3,242,304
Net Income
$5,049,744
Net Assets
$128,103,743
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $388,452
4.7%
Investment Income $4,695,724
56.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,207,872
38.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $55,019
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $128,165,974
Total Liabilities $62,231
Net Assets $128,103,743
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $8,364 $0 $0
Robert Adkins (Trustee) $6,319 $0 $0
Howard Kline (Trustee) $6,319 $0 $0
James Carney (Trustee) $6,319 $0 $0
Randall Moore (Trustee) $6,319 $0 $0

Document Links

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,864,539
Expenses
$2,661,919
Net Income
$1,202,620
Net Assets
$115,194,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $515,948
13.4%
Investment Income $2,515,689
65.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $832,902
21.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,805
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $115,307,331
Total Liabilities $112,498
Net Assets $115,194,833
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $8,135 $0 $0
Robert Adkins (Trustee) $6,135 $0 $0
Howard Kline (Trustee) $6,135 $0 $0
James Carney (Trustee) $6,135 $0 $0
Randall Moore (Trustee) $6,135 $0 $0

Document Links

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,496,844
Expenses
$3,586,731
Net Income
$3,910,113
Net Assets
$103,636,972
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $876,683
11.7%
Investment Income $3,050,719
40.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,569,442
47.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,825
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $103,718,761
Total Liabilities $81,789
Net Assets $103,636,972
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $8,000 $0 $0
Robert Adkins (Trustee) $6,000 $0 $0
Howard Kline (Trustee) $6,000 $0 $0
James Carney (Trustee) $6,000 $0 $0
Randall Moore (Trustee) $2,000 $0 $0

Document Links

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,947,508
Expenses
$3,668,030
Net Income
$1,279,478
Net Assets
$101,914,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $746,014
15.1%
Investment Income $2,456,561
49.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,744,933
35.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $28,000
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $102,126,747
Total Liabilities $212,346
Net Assets $101,914,401
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $8,000 $0 $0
Robert Adkins (Trustee) $6,000 $0 $0
Howard Kline (Trustee) $6,000 $0 $0
James Carney (Trustee) $6,000 $0 $0
Randall Moore (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,076,446
Expenses
$3,536,785
Net Income
$539,661
Net Assets
$91,258,582
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,051,626
25.8%
Investment Income $2,725,779
66.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $299,041
7.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,000
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $91,355,597
Total Liabilities $97,015
Net Assets $91,258,582
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $6,000 $0 $0
Robert Adkins (Trustee) $4,500 $0 $0
Howard Kline (Trustee) $4,500 $0 $0
James Carney (Trustee) $4,500 $0 $0
Randall Moore (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,394,920
Expenses
$3,735,034
Net Income
$659,886
Net Assets
$89,534,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,071,543
24.4%
Investment Income $2,918,261
66.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $405,116
9.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,000
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $89,617,956
Total Liabilities $83,641
Net Assets $89,534,315
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $12,167 $0 $0
Robert Adkins (Trustee) $7,500 $0 $0
Howard Kline (Trustee) $7,500 $0 $0
James Carney (Trustee) $7,500 $0 $0
Randall Moore (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,807,126
Expenses
$3,487,893
Net Income
$319,233
Net Assets
$90,001,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $958,994
25.2%
Investment Income $2,474,608
65.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $324,324
8.5%
Net Inventory Sales $0
Other Revenue $49,200
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $28,500
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $90,088,428
Total Liabilities $87,304
Net Assets $90,001,124
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $6,500 $0 $0
Robert Adkins (Trustee) $6,000 $0 $0
Howard Kline (Trustee) $6,000 $0 $0
James Carney (Trustee) $6,000 $0 $0
Randall Moore (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,572,782
Expenses
$3,430,190
Net Income
$142,592
Net Assets
$84,739,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $899,467
25.2%
Investment Income $2,810,369
78.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$137,054
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,500
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $84,815,073
Total Liabilities $75,566
Net Assets $84,739,507

Document Links

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,720,359
Expenses
$3,054,643
Net Income
$665,716
Net Assets
$77,565,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,108,305
29.8%
Investment Income $2,749,325
73.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$137,271
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $18,000
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $77,663,888
Total Liabilities $98,453
Net Assets $77,565,435

Document Links

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,165,020
Expenses
$3,439,004
Net Income
-$273,984
Net Assets
$72,036,741
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $943,714
29.8%
Investment Income $2,253,942
71.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$32,636
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,500
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $72,107,673
Total Liabilities $70,932
Net Assets $72,036,741

Document Links

Fiscal Year Ending Nov.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Nov.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »