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Nonprofit · EIN 80-6116047

FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST

Also known as FONTANA POLICE OFFICERS ASSN TTEE

Tax-exempt · SPOKANE, WA 99205

Financials

$1.4M$166K2022$1.3M$250K2023$1.6M$237K2024
Revenue Expenses · by fiscal year end
Financials of FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,628,560$237,331$1,391,229$15,131,185$28,036$15,103,149
June 30, 2024990$1,281,275$250,291$1,030,984$12,917,382$4,955$12,912,427
June 30, 2023990$1,407,517$166,144$1,241,373$11,023,019$3,715$11,019,304
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,032,538
Investment income
$596,022
Net gain from sales of assets
$197,075
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$91,977
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$52,475
Accounting fees
$14,250

Balance sheet and other

Total assets, start of year
$12,917,382
Total assets, end of year
$15,131,185
Total liabilities, end of year
$28,036
Net assets, end of year
$15,103,149
Publicly traded securities
$14,999,267
Gross receipts
$3,428,321
Employees
0
Year formed
2009
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.

NameTitleHours / weekCompensation
Jose MoralesChairman
Trustee or director, Officer
0.5$0
Luis ValenzuelaSecretary
Trustee or director, Officer
0.5$0
Heidi KouroubacalisTrustee
Trustee or director
0.5$0
Neil BachmanTrustee
Trustee or director
0.5$0
Christopher RomoTrustee
Trustee or director
0.5$0
Nathan WeiskeTrustee
Trustee or director
0.5$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
JOSE MORALESTRUSTEE, THEN CHAIRMAN
Trustee or director, Officer
0.5$0
NELSON ROMEROCHAIRMAN (RESIGNED 07/26/2023)
Trustee or director, Officer
0.5$0
LUIS VALENZUELASECRETARY
Trustee or director, Officer
0.5$0
HEIDI KOUROUBACALISTRUSTEE
Trustee or director
0.5$0
NEIL BACHMANTRUSTEE
Trustee or director
0.5$0
CHRISTOPHER ROMOTRUSTEE
Trustee or director
0.5$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
Nathan WeiskeChairman, then Trustee
Trustee or director, Officer
0.5$0
Luis ValenzuelaSecretary
Trustee or director, Officer
0.5$0
Heidi KouroubacalisTrustee
Trustee or director
0.5$0
Nelson RomeroTrustee, then Chairman
Trustee or director
0.5$0
Chris TusantTrustee, resigned 3/8/23
Trustee or director
0.5$0
Jose MoralesTrustee
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 5433, SPOKANE, WA 99205-0433
In care of
% KURT SCHLOTTERBECK
Principal officer (990 for 2024)
Jose Morales, PO Box 5433, Spokane, WA 99205
Signed the 990
Jose Morales, Chairman
Phone
(800) 872-8979
Return prepared by
Baldwin Moffitt Behm LLP

Mission

The purpose of the Fontana Police Officers' Association Retiree Medical Trust is to provide an entity to which contributions from participating employers, labor organizations, and employees can be paid, and through which the trustees can create and administer one or more employee welfare benefit plans for the participating employees on whose behalf the contributions have been paid, and their beneficiaries.

990 for the year ended June 30, 2025

Program accomplishments

  • The primary purpose of the trust is to pay a portion or all of the costs for insurance premiums and tax-deductable medical expenses incurred by retirees, their dependents, and/or their beneficiaries. During the fiscal year ended June 30, 2025 there were 20 retirees receiving benefits.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
80-6116047
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2011
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$15,131,185
Income (IRS master file)
$3,428,321

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,628,560$237,331$15,131,185IRS
990June 2024$1,281,275$250,291$12,917,382IRS
990June 2023$1,407,517$166,144$11,023,019XML
990June 2022$1,083,262$156,690$9,392,528IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 80-6116047).

Questions about FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST

What is the EIN of FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST?
The employer identification number (EIN) of FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST is 80-6116047.
Is FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
Are donations to FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL 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 FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL 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 FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL 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 FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST?
The 990 for the year ended June 30, 2025 names Jose Morales.
Who are the officers and directors of FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST?
The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does FONTANA POLICE OFFICERS ASSN RETIREE MEDICAL TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,628,560, expenses of $237,331 and total assets of $15,131,185 at year end.

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