Veba For Retirees Of Kaiser Aluminum

Veba For Retirees Of Kaiser Aluminum maintains substantial assets to cover retiree benefits, with no reported officer compensation.

EIN: 201203429 · Pittsburgh, PA · NTEE: Y43 · Updated: 2026-03-28

$45.0MRevenue
$23.8MGross Revenue
$870.4MAssets
90/100Mission Score (Excellent)
Y43
Veba For Retirees Of Kaiser Aluminum Financial Summary
MetricValue
Total Revenue$45.0M
Total Expenses$34.5M
Program Spending95%
Net Assets$845.0M
Transparency Score90/100

Is Veba For Retirees Of Kaiser Aluminum Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Veba For Retirees Of Kaiser Aluminum directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Veba For Retirees Of Kaiser Aluminum

Veba For Retirees Of Kaiser Aluminum (EIN: 201203429) is a nonprofit organization based in Pittsburgh, PA, classified under NTEE code Y43. The organization reported total revenue of $45.0M and total assets of $870.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Veba For Retirees Of Kaiser Aluminum's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
LargeSize Classification
13Years of Filings
MixedRevenue Trajectory

Veba For Retirees Of Kaiser Aluminum is a large nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$23.1M
Total Expenses$34.5M
Surplus / Deficit$-11,397,521
Total Assets$845.4M
Total Liabilities$353K
Net Assets$845.0M
Operating Margin-49.4%
Debt-to-Asset Ratio0.0%
Months of Reserves294.4 months

Financial Health Grade: B

In 2023, Veba For Retirees Of Kaiser Aluminum reported a deficit of $11.4M with expenses exceeding revenue, holds 294.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Veba For Retirees Of Kaiser Aluminum's revenue has declined at a compound annual growth rate (CAGR) of -6.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+68.2%+6.4%+6.0%
2022-73.4%+0.6%-14.3%
2021+241.9%+2.2%+4.4%
2020-89.7%-3.8%+6.2%
2019+1587.5%+12.1%+10.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Veba For Retirees Of Kaiser Aluminum operates as a Voluntary Employees' Beneficiary Association (VEBA), which inherently focuses on providing benefits to retirees. The organization demonstrates strong financial health with substantial assets, consistently over $700 million in the past decade, reaching $870,409,844 most recently. While revenue has fluctuated significantly, from a low of $8.6 million in 2018 to a high of $145.7 million in 2019, the organization consistently incurs significant expenses, primarily for benefits. For example, in 2023, expenses were $34,461,617 against revenues of $23,064,096, indicating a reliance on its substantial asset base to cover benefit payouts. The organization's spending efficiency is difficult to assess using a traditional program/admin/fundraising breakdown, as its primary function is to disburse benefits. However, the consistent absence of reported officer compensation (0% across all filings) suggests a lean administrative structure regarding executive pay. The liabilities have remained relatively low compared to assets, indicating good financial management and solvency. The nature of a VEBA means its 'program spending' is essentially the benefits paid out, which is its core mission. Transparency appears to be good, with 13 filings available, demonstrating consistent reporting. The lack of officer compensation is a positive indicator for a VEBA, as it suggests that the funds are directly allocated to the beneficiaries rather than high executive salaries. The significant asset base provides a strong buffer for future benefit obligations, which is crucial for the long-term financial security of its retirees.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Veba For Retirees Of Kaiser Aluminum with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Veba For Retirees Of Kaiser Aluminum allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$23.1MTotal Revenue
$34.5MTotal Expenses
$845.4MTotal Assets
$353KTotal Liabilities
$845.0MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive compensation from the organization, which is highly favorable for a VEBA focused on retiree benefits.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Veba For Retirees Of Kaiser Aluminum's IRS 990 filings:

Strengths

The following positive indicators were identified for Veba For Retirees Of Kaiser Aluminum:

Frequently Asked Questions about Veba For Retirees Of Kaiser Aluminum

Is Veba For Retirees Of Kaiser Aluminum a legitimate charity?

Based on AI analysis of IRS 990 filings, Veba For Retirees Of Kaiser Aluminum (EIN: 201203429) some concerns. Mission Score: 90/100. 1 red flag identified, 4 strengths noted.

How does Veba For Retirees Of Kaiser Aluminum spend its money?

Veba For Retirees Of Kaiser Aluminum directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Veba For Retirees Of Kaiser Aluminum tax-deductible?

Veba For Retirees Of Kaiser Aluminum is registered as a tax-exempt nonprofit (EIN: 201203429). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Veba For Retirees Of Kaiser Aluminum compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Veba For Retirees Of Kaiser Aluminum is above average for NTEE category Y43 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Veba For Retirees Of Kaiser Aluminum located?

Veba For Retirees Of Kaiser Aluminum is headquartered in Pittsburgh, Pennsylvania and files with the IRS under EIN 201203429. It is classified under NTEE code Y43.

How many years of IRS 990 filings does Veba For Retirees Of Kaiser Aluminum have?

Veba For Retirees Of Kaiser Aluminum has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $45.0M in total revenue.

How does Veba For Retirees Of Kaiser Aluminum manage its investment portfolio to sustain long-term benefit payouts?

While the filings show significant assets, the specific investment strategies are not detailed in the provided summary. Given the large asset base and consistent expenses, effective investment management is crucial for the organization's long-term solvency.

What are the primary drivers of the significant fluctuations in annual revenue?

Revenue fluctuations, such as $145.7 million in 2019 versus $8.6 million in 2018, could be due to investment returns, specific contributions, or other financial events. Further investigation into the revenue sources would be needed to understand these variations.

Are there any specific eligibility criteria or benefit structures that impact the annual expenses?

As a VEBA, expenses are directly tied to benefit payouts. The specific criteria for retirees of Kaiser Aluminum and the structure of their benefits would dictate the annual expense levels, which are consistently in the $20-$30 million range.

Filing History

IRS 990 filing history for Veba For Retirees Of Kaiser Aluminum showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Veba For Retirees Of Kaiser Aluminum's revenue has declined by 57%, moving from $53.6M to $23.1M. Total assets increased by 40.1% over the same period, from $603.6M to $845.4M. Total functional expenses rose by 77.2%, from $19.4M to $34.5M. In its most recent filing year (2023), Veba For Retirees Of Kaiser Aluminum reported a deficit of $11.4M, with expenses exceeding revenue. The organization holds $353K in liabilities against $845.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $845.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $23.1M $34.5M $845.4M $353K
2022 $13.7M $32.4M $797.4M $26K View 990
2021 $51.5M $32.2M $930.5M $16K View 990
2020 $15.1M $31.5M $891.4M $34K
2019 $145.8M $32.8M $839.8M $53K View 990
2018 $8.6M $29.2M $760.6M $59K View 990
2017 $39.6M $26.6M $809.1M $55K View 990
2016 $13.0M $26.7M $756.0M $157K View 990
2015 $25.9M $23.2M $722.7M $256K View 990
2014 $29.4M $22.4M $732.7M $177K View 990
2013 $91.2M $19.3M $720.3M $1.8M View 990
2012 $80.0M $19.5M $688.5M $2.1M View 990
2011 $53.6M $19.4M $603.6M $1.3M View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Veba For Retirees Of Kaiser Aluminum:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Veba For Retirees Of Kaiser Aluminum is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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