Nonprofit · EIN 85-2617004
SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST
Tax-exempt · SAN MATEO, CA 94403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $882,232 | $120,799 | $761,433 | $4,078,677 | $0 | $4,078,677 |
| December 31, 2023 | 990 | $672,847 | $136,491 | $536,356 | $3,268,771 | $0 | $3,268,771 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $770,112
- Investment income
- $112,120
- Net gain from sales of assets
- $60,368
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $117,732
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $117,732
- Management and general (functional)
- $3,067
Balance sheet and other
- Total assets, start of year
- $3,268,771
- Total assets, end of year
- $4,078,677
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,078,677
- Publicly traded securities
- $4,078,677
- Gross receipts
- $1,374,275
- Employees
- 0
- Year formed
- 2019
- 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 |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | Trustee Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 330 W 20TH AVE, SAN MATEO, CA 94403-1338
- In care of
- % VOYA INSTITUTIONAL TRUST CO
- Principal officer (990 for 2024)
- Voya Institutional Trust Compa, One Orange Way, Windsor, CT 06095
- Signed the 990
- Jennifer Damian, Human Resources
- Phone
- (650) 522-7040
California records
California keeps its own records of charities and corporations. Search them by EIN 85-2617004 or by the name SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA 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
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- Health reimbursement arrangement by organization had approximately 172 participants who received medical care in the amount of $117,732Expenses $117,732
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
- 85-2617004
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,078,677
- Income (IRS master file)
- $1,374,275
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $882,232 | $120,799 | $4,078,677 | XML |
| 990 | December 2023 | $672,847 | $136,491 | $3,268,771 | XML |
| 990 | December 2022 | $686,188 | $88,999 | $2,558,566 | 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 85-2617004).
Questions about SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST
- What is the EIN of SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST?
- The employer identification number (EIN) of SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST is 85-2617004.
- Is SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
- Are donations to SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA 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 SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST 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 SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST 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 SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST?
- The 990 for the year ended December 31, 2024 names Voya Institutional Trust Compa.
- Who are the officers and directors of SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $882,232, expenses of $120,799 and total assets of $4,078,677 at year end.
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All nonprofits in SAN MATEO · California · Mutual and membership benefit