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Nonprofit · EIN 01-6231970

BURBANK EMPLOYEES RETIREE MEDICAL TR

Also known as KACZMAREK ROBERT TTEE

Tax-exempt · LOS ANGELES, CA 90017

Financials

$5.4M$2.5M2023$7.9M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of BURBANK EMPLOYEES RETIREE MEDICAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$7,895,251$2,694,999$5,200,252$55,779,459$46,363$55,733,096
December 31, 2023990$5,377,062$2,470,983$2,906,079$50,444,870$49,680$50,395,190
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,919,076
Investment income
$4,976,175
Net gain from sales of assets
$246,387
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,129,918
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$47,517
Accounting fees
$41,000

Balance sheet and other

Total assets, start of year
$50,444,870
Total assets, end of year
$55,779,459
Total liabilities, end of year
$46,363
Net assets, end of year
$55,733,096
Publicly traded securities
$55,267,278
Gross receipts
$15,051,052
Employees
0
Volunteers
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.

NameTitleHours / weekCompensation
ROBERT KACZMAREKTRUSTEE
Trustee or director
3$0
FRANK DI LIBERTOTRUSTEE
Trustee or director
3$0
CHRIS WHITETrustee
Trustee or director
3$0
BARRY HELLERTrustee
Trustee or director
3$0
GRISELDA SANDOVALTRUSTEE
Trustee or director
3$0
PEDRO MEJIATRUSTEE
Trustee or director
3$0
Theresa KaczmarekTRUSTEE
Trustee or director
3$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
FRANK DI LIBERTOTRUSTEE
Trustee or director
3$0$157,697$21,048
CHRIS WHITETrustee
Trustee or director
3$0$137,878$16,550
PEDRO MEJIATRUSTEE
Trustee or director
3$0$81,818$45,695
GRISELDA SANDOVALTRUSTEE
Trustee or director
3$0$87,781$33,948
ROBERT KACZMAREKTRUSTEE
Trustee or director
3$0$87,240$18,632
GRISELDA DE LA CRUZTrustee
Trustee or director
3$0$77,523$23,100
BARRY HELLERTrustee
Trustee or director
3$0$0$0
Theresa KaczmarekTRUSTEE
Trustee or director
3$0$0$0

Address and contacts

Address (IRS master file)
1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA 90017-1906
In care of
% BENEFIT PLAN ADMIN
Principal officer (990 for 2024)
ROBERT KACZMAREK TRUSTEE, 1200 WILSHIRE BLVD FL 5, LOS ANGELES, CA 90017
Signed the 990
ROBERT KACZMAREK, CHAIRPERSON
Phone
(213) 406-2330
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 01-6231970 or by the name BURBANK EMPLOYEES RETIREE MEDICAL TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • the medical expense reimbursement plan of burbank employees retiree medical trust was established by agreement between the city of burbank employees coalition and the city of burbank for the purpose of funding retiree health 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
01-6231970
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2005
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$55,779,459
Income (IRS master file)
$15,051,052

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$7,895,251$2,694,999$55,779,459XML
990December 2023$5,377,062$2,470,983$50,444,870XML
990December 2022$4,706,807$2,319,097$44,155,771IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 01-6231970).

Questions about BURBANK EMPLOYEES RETIREE MEDICAL TR

What is the EIN of BURBANK EMPLOYEES RETIREE MEDICAL TR?
The employer identification number (EIN) of BURBANK EMPLOYEES RETIREE MEDICAL TR is 01-6231970.
Is BURBANK EMPLOYEES RETIREE MEDICAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
Are donations to BURBANK EMPLOYEES RETIREE MEDICAL TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BURBANK EMPLOYEES RETIREE MEDICAL TR 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 BURBANK EMPLOYEES RETIREE MEDICAL TR 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 BURBANK EMPLOYEES RETIREE MEDICAL TR 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 BURBANK EMPLOYEES RETIREE MEDICAL TR?
The 990 for the year ended December 31, 2024 names ROBERT KACZMAREK TRUSTEE.
Who are the officers and directors of BURBANK EMPLOYEES RETIREE MEDICAL TR?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does BURBANK EMPLOYEES RETIREE MEDICAL TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $7,895,251, expenses of $2,694,999 and total assets of $55,779,459 at year end.

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