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Optimus Steel Llc Beaumont Texas Retiree Health Benefits Trust

James R Kerkvliet Ttee
  • Pittsburgh, PA
  • Tax-exempt since March 2020
  • EIN: 82-7024084

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
$1.55M (2023)

Expenses
$1.12M (2023)

Total Assets
$18.1M (2023)

Total Liabilities
$17.5k (2023)

Source: Form 990 tax filings from 2018 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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,545,850
Expenses
$1,120,259
Net Income
$425,591
Net Assets
$18,095,534
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $372,131
24.1%
Investment Income $462,943
29.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $709,057
45.9%
Net Inventory Sales $0
Other Revenue $1,719
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,112,990
Total Liabilities $17,456
Net Assets $18,095,534
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $4,000 $0 $0
Ben Lilienfeld (Trustee) $0 $0 $0
Chris Henson (Trustee) $0 $0 $0
Alberto Becerra (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 8, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,164,996
Expenses
$1,199,125
Net Income
-$34,129
Net Assets
$16,410,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $392,001
33.6%
Investment Income $358,053
30.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $414,942
35.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,473,798
Total Liabilities $63,744
Net Assets $16,410,054
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $4,000 $0 $0
Ben Lilienfeld (Trustee) $0 $0 $0
Chris Henson (Trustee) $0 $0 $0
Alberto Becerra (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,072,464
Expenses
$1,170,784
Net Income
$901,680
Net Assets
$20,494,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $406,110
19.6%
Investment Income $296,752
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,369,602
66.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,530,219
Total Liabilities $35,783
Net Assets $20,494,436
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $4,000 $0 $0
Chris Henson (Trustee) $0 $0 $0
Guillermo Perezcalva (Trustee) $0 $0 $0
Ben Lilienfeld (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,705,292
Expenses
$1,117,565
Net Income
$587,727
Net Assets
$18,902,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $384,352
22.5%
Investment Income $296,076
17.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,024,864
60.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,016,840
Total Liabilities $114,140
Net Assets $18,902,700
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $4,000 $0 $0
Chris Henson (Trustee) $0 $0 $0
Guillermo Perezcalva (Trustee) $0 $0 $0
Ben Lilienfeld (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$705,661
Expenses
$962,416
Net Income
-$256,755
Net Assets
$17,089,815
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $374,009
53.0%
Investment Income $331,652
47.0%
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 $2,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,093,367
Total Liabilities $3,552
Net Assets $17,089,815
Compensation
Key Employees and Officers Compensation Related Other
Jeanette Stump (Trustee) $2,000 $0 $0
Chris Henson (Trustee) $0 $0 $0
Guillermo Perezcalva (Trustee) $0 $0 $0
Ben Lilienfeld (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 28, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$209,103
Expenses
$243,954
Net Income
-$34,851
Net Assets
$14,598,587
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $113,294
54.2%
Investment Income $95,809
45.8%
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 $14,644,433
Total Liabilities $45,846
Net Assets $14,598,587

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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 »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated