Nonprofit · EIN 26-2766369
ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST
Tax-exempt · FULLERTON, CA 92834
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $315,443 | $429,257 | -$113,814 | $5,300,764 | $0 | $5,300,764 |
| June 30, 2024 | 990 | $710,123 | $391,373 | $318,750 | $5,150,770 | $0 | $5,150,770 |
| June 30, 2023 | 990 | -$17,606 | $353,861 | -$371,467 | $4,772,005 | $0 | $4,772,005 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $315,443
- Net gain from sales of assets
- $214,734
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $374,615
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,000
- Program services (functional)
- $374,615
- Management and general (functional)
- $54,642
Balance sheet and other
- Total assets, start of year
- $5,150,770
- Total assets, end of year
- $5,300,764
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,300,764
- Publicly traded securities
- $5,176,868
- Net assets without donor restrictions
- $5,300,764
- Gross receipts
- $1,613,591
- Employees
- 0
- Year formed
- 2007
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVE EDWARDS | Executive Dir. Trustee or director, Officer | 1 | $0 | $233,592 |
| KATHLEEN POSTAL | Trustee Trustee or director | 1 | $0 | $177,795 |
| ANDREA OKOH | Trustee Trustee or director | 1 | $0 | $135,110 |
| SAMANTHA NGO | Trustee Trustee or director | 1 | $0 | $0 |
| ROB SCIALDONE | Trustee Trustee or director | 1 | $0 | $0 |
| JOE MORALES | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVE EDWARDS | Executive Dir. Trustee or director, Officer | 1 | $0 | $237,836 | $28,132 |
| KATHLEEN POSTAL | Trustee Trustee or director | 1 | $0 | $179,063 | $12,165 |
| ANDREA OKOH | Trustee Trustee or director | 1 | $0 | $136,109 | $11,691 |
| LYDIA PALACIOS | Trustee Trustee or director | 1 | $0 | $112,711 | $29,465 |
| ROB SCIALDONE | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| MAYSEM AWADALLA | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| JOE MORALES | Trustee Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVE EDWARDS | Trustee Trustee or director | 1 | $0 | $198,033 | $50,671 |
| CAROLYN EHRLICH | Trustee Trustee or director | 1 | $0 | $140,019 | $11,447 |
| LYDIA PALACIOS | Trustee Trustee or director | 1 | $0 | $95,822 | $40,251 |
| ANDREA OKOH | Trustee Trustee or director | 1 | $0 | $98,386 | $19,543 |
| ROB SCIALDONE | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| LYDIA KELLEY | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| JENNA MAREE WONG | Trustee Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6828, FULLERTON, CA 92834-6828
- Principal officer (990 for 2024)
- dave edwards
- Signed the 990
- DAVE EDWARDS, Trustee
- Phone
- (657) 278-2401
- Return prepared by
- EXCEL TAX GROUP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-2766369 or by the name ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE TRUST IS ESTABLISHED TO SERVE AS A FUNDING VEHICLE FOR POST-RETIREMENT BENEFITS FOR RETIRED ASSOCIATED STUDENTS CAL STATE UNIVERSITY FULLERTON EMPLOYEES BY PAYMENT OF THE EMPLOYER'S CONTRIBUTION TOWARDS INSURANCE PREMIUMS FOR ELIGIBLE RETIREES.
Program accomplishments
- THE TRUST IS ESTABLISHED TO SERVE AS A FUNDING VEHICLE FOR POST-RETIREMENT BENEFITS FOR RETIRED ASSOCIATED STUDENTS CAL STATE UNIVERSITY FULLERTON EMPLOYEES BY PAYMENT OF THE EMPLOYER'S CONTRIBUTION TOWARDS INSURANCE PREMIUMS FOR ELIGIBLE RETIREES.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-2766369
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $5,300,764
- Income (IRS master file)
- $1,613,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $315,443 | $429,257 | $5,300,764 | XML |
| 990 | June 2024 | $710,123 | $391,373 | $5,150,770 | IRS |
| 990 | June 2023 | -$17,606 | $353,861 | $4,772,005 | XML |
| 990 | June 2022 | $527,797 | $329,652 | $4,581,868 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 26-2766369).
Questions about ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST
- What is the EIN of ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST?
- The employer identification number (EIN) of ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST is 26-2766369.
- Is ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT 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 ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 names dave edwards.
- Who are the officers and directors of ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $315,443, expenses of $429,257 and total assets of $5,300,764 at year end.
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