Nonprofit · EIN 26-3325805
SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $275,628 | $101,423 | $174,205 | $2,195,162 | $0 | $2,195,162 |
| June 30, 2024 | 990 | $82,730 | $112,359 | -$29,629 | $2,020,962 | $0 | $2,020,962 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $275,628
- Net gain from sales of assets
- $210,565
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $90,103
- Compensation of officers, directors and key employees
- $10,953
- Salaries, compensation and benefits (total)
- $10,953
- Professional fundraising fees
- $0
- Program services (functional)
- $101,423
Balance sheet and other
- Total assets, start of year
- $2,020,962
- Total assets, end of year
- $2,195,162
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,195,162
- Publicly traded securities
- $2,164,530
- Net assets without donor restrictions
- $2,195,162
- Gross receipts
- $1,167,068
- Employees
- 0
- Year formed
- 2012
- 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 |
|---|---|---|---|
| US BANK | TRUSTEE Institutional trustee | – | $10,953 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK | TRUSTEE Institutional trustee | – | $10,054 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % ISABEL C SAFIE
- Signed the 990
- U S BANK N A BY, TRUSTEE
- Phone
- (949) 244-7207
- Return prepared by
- PWC US TAX LLP
Mission
TO PROVIDE RETIREE HEALTH CARE BENEFITS TO ELIGIBLE EMPLOYEES OF SOUTH MONTEBELLO IRRIGATION DISTRICT A PUBLIC ENTITY
Program accomplishments
- PROVIDE RETIREE HEALTH CARE BENEFITS TO ELIGIBLE EMPLOYEES OF SOUTH MONTEBELLO IRRIGATION DISTRICT A PUBLIC ENTITY
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
- 26-3325805
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,195,162
- Income (IRS master file)
- $1,167,068
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $275,628 | $101,423 | $2,195,162 | XML |
| 990 | June 2024 | $82,730 | $112,359 | $2,020,962 | XML |
| 990 | June 2023 | $29,288 | $70,982 | $2,050,626 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 26-3325805).
Questions about SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST
- What is the EIN of SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST?
- The employer identification number (EIN) of SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST is 26-3325805.
- Is SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTH MONTEBELLO IRRIGATION DISTRICT 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 SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA 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 SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,953 (US BANK, TRUSTEE).
- How much revenue does SOUTH MONTEBELLO IRRIGATION DISTRICT VEBA TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $275,628, expenses of $101,423 and total assets of $2,195,162 at year end.
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