Nonprofit · EIN 20-5118544
TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST
Tax-exempt · LEXINGTON, KY 40514
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | -$848 | $255,123 | -$255,971 | $1,148,918 | $0 | $1,148,918 |
| December 31, 2024 | 990 | $175,032 | $237,571 | -$62,539 | $1,338,356 | $0 | $1,338,356 |
| December 31, 2023 | 990 | $77,866 | $206,557 | -$128,691 | $1,499,995 | $0 | $1,499,995 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$848
- Net gain from sales of assets
- -$39,003
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $128,422
- Compensation of officers, directors and key employees
- $11,043
- Salaries, compensation and benefits (total)
- $11,043
- Professional fundraising fees
- $0
- Legal fees
- $34,157
- Accounting fees
- $11,850
Balance sheet and other
- Total assets, start of year
- $1,338,356
- Total assets, end of year
- $1,148,918
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,148,918
- Publicly traded securities
- $1,113,066
- Gross unrelated business income
- -$848
- Gross receipts
- $653,847
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $3,660 |
| HANS LESCHER | CHAIR, ADMINISTRATIVE BOARD - EFF. 1/2025 Trustee or director, Officer | 1 | $2,459 |
| DUANE G MARCELL | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $2,197 |
| HAROLD R PETERSON | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $2,197 |
| RALPH GREEN | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $2,095 |
| MARY DIGGINS | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $1,430 |
| WILLIAM J STUART | CHAIR, ADMINISTRATIVE BOARD - THRU 1/2025 Trustee or director, Officer | 1 | $665 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $4,110 |
| HANS LESCHER | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $2,700 |
| DUANE G MARCELL | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $2,400 |
| HAROLD R PETERSON | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $2,300 |
| RALPH GREEN | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $1,700 |
| WILLIAM J STUART | CHAIR, ADMINISTRATIVE BOARD Trustee or director, Officer | 1 | $890 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $4,353 |
| HANS LESCHER | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $1,750 |
| HAROLD R PETERSON | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $1,750 |
| DUANE G MARCELL | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $1,590 |
| WILLIAM J STUART | CHAIR, ADMINISTRATIVE BOARD Trustee or director | 1 | $1,334 |
| RALPH GREEN | MEMBER, ADMINISTRATIVE BOARD Trustee or director | 1 | $950 |
Address and contacts
- Address (IRS master file)
- 4721 SCENICVIEW RD, LEXINGTON, KY 40514-1443
- In care of
- % MARY DIGGINS
- Principal officer (990 for 2025)
- MARY DIGGINS, 4721 SCENICVIEW RD, LEXINGTON, KY 40514
- Signed the 990
- MARY DIGGINS, ADMINISTRATIVE BOARD MEMBER
- Phone
- (859) 221-5410
- Return prepared by
- PLANTE & MORAN PLLC
Mission
PROVIDE RETIREE HEALTH CARE BENEFITS
Program accomplishments
- THE TOWER AUTOMOTIVE NON-UNION RETIREES VEBA ACCOMPLISHED ITS OBJECTIVE OF PROVIDING RETIREE HEALTH CARE BENEFITS TO RETIREES TOTALING THE AMOUNT ON PART IX, LINE 4.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5118544
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,148,918
- Income (IRS master file)
- $653,847
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | -$848 | $255,123 | $1,148,918 | XML |
| 990 | December 2024 | $175,032 | $237,571 | $1,338,356 | XML |
| 990 | December 2023 | $77,866 | $206,557 | $1,499,995 | XML |
| 990 | December 2022 | $63,581 | $289,334 | $1,585,224 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5118544).
Questions about TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST
- What is the EIN of TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST?
- The employer identification number (EIN) of TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST is 20-5118544.
- Is TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST?
- The 990 for the year ended December 31, 2025 names MARY DIGGINS.
- Who are the officers and directors of TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST?
- The 990 for the year ended December 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $3,660 (PNC BANK, INSTITUTIONAL TRUSTEE).
- How much revenue does TOWER AUTOMOTIVE NON UNION RETIREE VEBA TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of -$848, expenses of $255,123 and total assets of $1,148,918 at year end.
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