Nonprofit · EIN 52-7325750
VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM
Tax-exempt · RNCHO CORDOVA, CA 95670
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $14,410,923 | $9,654,363 | $4,756,560 | $80,422,333 | $6,326,829 | $74,095,504 |
| December 31, 2023 | 990 | $11,299,085 | $10,384,200 | $914,885 | $73,545,591 | $6,436,222 | $67,109,369 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,394,362
- Investment income
- $5,998,780
- Net gain from sales of assets
- $4,182,862
- Other revenue
- $17,781
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $6,525,632
- Management and general (functional)
- $3,128,731
Balance sheet and other
- Total assets, start of year
- $73,545,591
- Total assets, end of year
- $80,422,333
- Total liabilities, end of year
- $6,326,829
- Net assets, end of year
- $74,095,504
- Gross unrelated business income
- $6,016,561
- Gross receipts
- $21,612,482
- Employees
- 0
- Year formed
- 2003
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | TRUSTEE Institutional trustee | 2 | $0 | $95,164 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | TRUSTEE Institutional trustee | 2 | $0 | $191,564 |
Address and contacts
- Address (IRS master file)
- 3333 QUALITY DR, RNCHO CORDOVA, CA 95670-7985
- In care of
- % MARGARET ROBERTS
- Principal officer (990 for 2024)
- MARGARET ROBERTS, 3333 QUALITY DRIVE, RANCHO CORDOVA, CA 95670
- Signed the 990
- MARGARET ROBERTS, TAX OFFICER
- Phone
- (916) 815-5000
California records
California keeps its own records of charities and corporations. Search them by EIN 52-7325750 or by the name VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM.
- 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
BENEFIT PLAN FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS
Program accomplishments
- HEALTH CARE PAYMENTSExpenses $6,525,632 · revenue $8,394,362
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 | Not 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
- 52-7325750
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $80,422,333
- Income (IRS master file)
- $21,612,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $14,410,923 | $9,654,363 | $80,422,333 | XML |
| 990 | December 2023 | $11,299,085 | $10,384,200 | $73,545,591 | XML |
| 990 | December 2022 | $10,758,427 | $656,992 | $66,514,828 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 52-7325750).
Questions about VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM
- What is the EIN of VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM?
- The employer identification number (EIN) of VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM is 52-7325750.
- Is VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM 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 VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM?
- The 990 for the year ended December 31, 2024 names MARGARET ROBERTS.
- Who are the officers and directors of VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does VISION SERVICE PLAN POST RETIREMENT WELFARE BENEFITS PROGRAM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $14,410,923, expenses of $9,654,363 and total assets of $80,422,333 at year end.
Other nonprofits in RNCHO CORDOVA
- WECA HEALTH AND WELFARE TRUST EIN 68-0451534 · last filed 990 for 2025
- GREATER SACRAMENTO MUSLIM CEMENTARY EIN 94-3309472 · last filed 990 for 2025
- KNIGHTS OF COLUMBUS EIN 23-7541201 · last filed 990-N for 2024
- REGION FIVE EMPLOYEES ASSOCIATION CVRWQCB CENTRAL VALLEY REGION EIN 71-0876420 · last filed 990-N for 2025
- DAUGHTERS OF SCOTIA EIN 22-3396347 · last filed 990-N for 2025
- CHILD ACTION INCORPORATED EIN 94-2364946 · last filed 990 for 2025
- TURNING POINT COMMUNITY PROGRAMS EIN 94-2609766 · last filed 990 for 2025
- CREDIT UNIONS IN THE STATE OF CALIFORNIA EIN 94-1289802 · last filed 990 for 2025
All nonprofits in RNCHO CORDOVA · California · Mutual and membership benefit