Nonprofit · EIN 91-2156027
CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE
Tax-exempt · SANTA CLARA, CA 95050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,199,823 | $2,099,229 | $4,100,594 | $41,722,076 | $4,974 | $41,717,102 |
| December 31, 2023 | 990 | $5,827,062 | $2,149,865 | $3,677,197 | $37,639,927 | $23,419 | $37,616,508 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,787,849
- Investment income
- $3,411,974
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,996,785
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $37,639,927
- Total assets, end of year
- $41,722,076
- Total liabilities, end of year
- $4,974
- Net assets, end of year
- $41,717,102
- Net assets with donor restrictions
- $41,717,102
- Gross receipts
- $6,199,823
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2001
- 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 | From related orgs |
|---|---|---|---|---|
| Alta Trust Company | Trustee (Apr-Dec) Institutional trustee | 2 | $0 | $11,726 |
| Washington Trust Bank | Trustee (Jan-Mar) Institutional trustee | 2 | $0 | $3,613 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Washington Trust Bank | Trustee Institutional trustee | 2 | $0 | $14,448 |
Address and contacts
- Address (IRS master file)
- 1500 WARBURTON AVE, SANTA CLARA, CA 95050-3713
- In care of
- % CITY OF SANTA CLARA
- Principal officer (990 for 2024)
- Jovan Grogan, 221 N Wall Street 201, Spokane, WA 99201
- Signed the 990
- Jovan Grogan, Santa Clara City Manager
- Phone
- (509) 838-5571
- Return prepared by
- SCHOEDEL & SCHOEDEL CPAS PLLC
California records
California keeps its own records of charities and corporations. Search them by EIN 91-2156027 or by the name CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE.
- 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 provide participants and their dependents with post-retirement medical benefits not provided by Medicare or any other medical insurance contract or plan.
Program accomplishments
- This trust holds the assets of the City of Santa Clara Voluntary Employees' Beneficiary Association Postretirement Medical Reimbursement Account Plan (the Plan). The Plan was established on October 15, 2001, and has most recently been amended and restated effective January 1, 2017. The Plan is a defined contribution, health and welfare benefit plan commonly referred to as a "health reimbursement arrangement" plan. The Plan is designed to be a tax-free account for participants to pay post-retirement medical benefits not provided by Medicare or any other medical insurance contract or plan. The payments or reimbursements may not be made for items paid or payable by any other insurance contract or plan, or for expenses that are deducted by the participant under any Section of the Internal Revenue Code. The aforementioned expenses must be expenses of the participants, the spouses of the participants and/or the dependents of the participants.
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
- 91-2156027
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $41,722,076
- Income (IRS master file)
- $6,199,823
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,199,823 | $2,099,229 | $41,722,076 | IRS |
| 990 | December 2023 | $5,827,062 | $2,149,865 | $37,639,927 | XML |
| 990 | December 2022 | $2,194,589 | $8,212,254 | $34,148,874 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 91-2156027).
Questions about CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE
- What is the EIN of CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE?
- The employer identification number (EIN) of CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE is 91-2156027.
- Is CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE 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 CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE 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 CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE 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 CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE?
- The 990 for the year ended December 31, 2024 names Jovan Grogan.
- Who are the officers and directors of CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does CITY OF SANTA CLARA VOLUNTARY EMPLOYEES BENEFICIARY ASSOC POSTRE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,199,823, expenses of $2,099,229 and total assets of $41,722,076 at year end.
Other nonprofits in SANTA CLARA
- APPLIED MATERIALS INC NON- CALIFORNIA SHORT TERM DISABILITY EIN 77-0529495 · last filed 990 for 2024
- INTEL RETIREE MEDICAL PLAN TR FOR KEY EMPLOYEES EIN 45-6292093 · last filed 990 for 2024
- KANAKA HEKILI MOTORCYCLE CLUB INTER NATIONAL LLC EIN 41-5117246 · last filed 990-N for 2025
- PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE EIN 94-1156617 · last filed 990 for 2025
- LIFEMOVES EIN 77-0160469 · last filed 990 for 2025
- INTEL RETIREE MEDICAL PLAN TR EIN 77-6138153 · last filed 990 for 2024
- BILL WILSON CENTER EIN 94-2221849 · last filed 990 for 2025
- SOURCEWISE EIN 94-2256503 · last filed 990 for 2025
All nonprofits in SANTA CLARA · California · Mutual and membership benefit