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United States Steel Corporation Retiree Health Benefits Reserve

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
$412k (2024)

Expenses
$10.6k (2024)

Total Assets
$9.76M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$411,974
Expenses
$10,644
Net Income
$401,330
Net Assets
$9,759,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $351,572
85.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $60,402
14.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,759,093
Total Liabilities $0
Net Assets $9,759,093
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon (Institutional Trustee) $10,644 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$381,085
Expenses
$2,014,156
Net Income
-$1,633,071
Net Assets
$9,302,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $358,187
94.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,898
6.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,302,496
Total Liabilities $0
Net Assets $9,302,496
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon (Institutional Trustee) $14,156 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$127,714
Expenses
$9,328
Net Income
$118,386
Net Assets
$10,807,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $249,309
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$121,595
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,807,066
Total Liabilities $0
Net Assets $10,807,066
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon (Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,591
Expenses
$5,016,393
Net Income
-$4,935,802
Net Assets
$11,149,937
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $232,437
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$151,964
Net Inventory Sales $0
Other Revenue $118
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,149,937
Total Liabilities $0
Net Assets $11,149,937
Compensation
Key Employees and Officers Compensation Related Other
Us Steel And Carnegie Pension Fund (Institutional) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$309,817
Expenses
$14,532
Net Income
$295,285
Net Assets
$16,210,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $367,925
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$58,108
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,210,278
Total Liabilities $0
Net Assets $16,210,278
Compensation
Key Employees and Officers Compensation Related Other
United States Steel And Carnegie (Pension Fund Institutional) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$395,240
Expenses
$0
Net Income
$395,240
Net Assets
$16,019,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $385,835
97.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,405
2.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,620,984
Total Liabilities $601,983
Net Assets $16,019,001
Compensation
Key Employees and Officers Compensation Related Other
United States Steel And Carnegie (Pension Fund Institutional) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$441,382
Expenses
$4,000,000
Net Income
-$3,558,618
Net Assets
$15,600,068
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $441,382
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,851,273
Total Liabilities $251,205
Net Assets $15,600,068
Compensation
Key Employees and Officers Compensation Related Other
United States Steel And Carnegie (Pension Fund Institutional) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,242
Expenses
$0
Net Income
$234,242
Net Assets
$19,232,110
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $256,486
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,244
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,232,110
Total Liabilities $0
Net Assets $19,232,110
Compensation
Key Employees and Officers Compensation Related Other
United States Steel And Carnegie (Pension Fund Institutional) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,275
Expenses
$0
Net Income
$185,275
Net Assets
$19,009,084
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $185,275
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,009,084
Total Liabilities $0
Net Assets $19,009,084
Compensation
Key Employees and Officers Compensation Related Other
United States Steel And Carnegie (Pension Fund Institutional) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$136,035
Expenses
$0
Net Income
$136,035
Net Assets
$18,823,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $136,035
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,823,809
Total Liabilities $0
Net Assets $18,823,809
Compensation
Key Employees and Officers Compensation Related Other
United States Steel And Carnegie (Pension Fund Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,363
Expenses
$0
Net Income
$85,363
Net Assets
$18,687,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $85,363
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,687,774
Total Liabilities $0
Net Assets $18,687,774
Compensation
Key Employees and Officers Compensation Related Other
United States Steel And Carnegie (Pension Fund Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,302
Expenses
$0
Net Income
$82,302
Net Assets
$18,602,411
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $82,302
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,602,411
Total Liabilities $0
Net Assets $18,602,411

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$101,017
Expenses
$0
Net Income
$101,017
Net Assets
$18,520,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $101,017
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,520,109
Total Liabilities $0
Net Assets $18,520,109

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,616
Expenses
$0
Net Income
$89,616
Net Assets
$18,419,092
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,616
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,419,092
Total Liabilities $0
Net Assets $18,419,092

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,386
Expenses
$0
Net Income
$78,386
Net Assets
$18,329,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $78,386
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,329,476
Total Liabilities $0
Net Assets $18,329,476

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

What Is 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.

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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 »

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

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  • 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.

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