Nonprofit · EIN 95-4104216
SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST
Tax-exempt · WEST HILLS, CA 91304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $30,345 | $589,094 | -$558,749 | $2,275,265 | $206,082 | $2,069,183 |
| December 31, 2023 | 990 | $63,069 | $19,487 | $43,582 | $2,828,966 | $201,034 | $2,627,932 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,001
- Other revenue
- $26,344
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,828,966
- Total assets, end of year
- $2,275,265
- Total liabilities, end of year
- $206,082
- Net assets, end of year
- $2,069,183
- Net assets without donor restrictions
- $2,069,183
- Gross receipts
- $30,345
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1988
- 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 |
|---|---|---|---|
| BENEFITS COORDINATORS INC | PLAN ADMINISTRATOR AND TRU Institutional trustee | 3 | $5,973 |
| US BANK | DIRECTED TRUSTEE AND CUSTO Institutional trustee | 1 | $2,898 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENEFITS COORDINATORS INC | PLAN ADMINISTRATOR AND TRU Institutional trustee | 3 | $6,016 |
| US BANK | DIRECTED TRUSTEE AND CUSTO Institutional trustee | 1 | $3,413 |
Address and contacts
- Address (IRS master file)
- 8493 FARRALONE AVE 101, WEST HILLS, CA 91304-2221
- In care of
- % SAAKVITNE LAW
- Principal officer (990 for 2024)
- STEVE ROSEBAUGH, 8493 FARRALONE AVE 101, WEST HILLS, CA 91304
- Signed the 990
- STEVE ROSEBAUGH, TRUSTEE
- Phone
- (818) 631-7028
- Return prepared by
- KKAJ LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4104216 or by the name SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA 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
PROVIDING INSURANCE BENEFIT PLANS FOR SMALL BUSINESS AND EMPLOYERS
Program accomplishments
- PROVIDING INSURANCE BENEFIT PLANS FOR SMALL BUSINESS AND EMPLOYERS
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 95-4104216
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $2,275,265
- Income (IRS master file)
- $30,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $30,345 | $589,094 | $2,275,265 | XML |
| 990 | December 2023 | $63,069 | $19,487 | $2,828,966 | XML |
| 990 | December 2022 | $81,015 | $16,134 | $2,754,921 | 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 95-4104216).
Questions about SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST
- What is the EIN of SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST?
- The employer identification number (EIN) of SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST is 95-4104216.
- Is SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA 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 SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA 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 SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST?
- The 990 for the year ended December 31, 2024 names STEVE ROSEBAUGH.
- Who are the officers and directors of SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST?
- The 990 for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $5,973 (BENEFITS COORDINATORS INC, PLAN ADMINISTRATOR AND TRU).
- How much revenue does SOUTHERN CALIFORNIA RETAIL MERCHANTS LEAGUE VEBA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $30,345, expenses of $589,094 and total assets of $2,275,265 at year end.
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