Nonprofit · EIN 02-6162571
VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH
Tax-exempt · RIVERSIDE, CA 92501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,908,972 | $11,649,292 | $12,259,680 | $98,189,849 | $1,093,396 | $97,096,453 |
| December 31, 2023 | 990 | $20,553,250 | $10,420,001 | $10,133,249 | $86,130,318 | $1,293,545 | $84,836,773 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $17,308,572
- Investment income
- $6,600,400
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $11,401,556
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,500
Balance sheet and other
- Total assets, start of year
- $86,130,318
- Total assets, end of year
- $98,189,849
- Total liabilities, end of year
- $1,093,396
- Net assets, end of year
- $97,096,453
- Net assets with donor restrictions
- $97,096,453
- Gross receipts
- $23,908,972
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- 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 (Since Mar 2024) Institutional trustee | 2 | $0 | $10,163 |
| Washington Trust Bank | Trustee (Thru Feb 2024) Institutional trustee | 2 | $0 | $3,132 |
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 | $11,618 |
Address and contacts
- Address (IRS master file)
- 4080 LEMON ST, RIVERSIDE, CA 92501-3609
- In care of
- % RON KOMERS
- Principal officer (990 for 2024)
- Tami Douglas-Schatz, 221 N Wall Street 201, Spokane, WA 99201
- Signed the 990
- Tami Douglas-Schatz, Riverside Co HR Director
- 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 02-6162571 or by the name VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH.
- 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-employment medical benefits not provided by Medicare or any other medical insurance contract or plan.
Program accomplishments
- This trust holds the assets of the County of Riverside, California Voluntary Employees' Beneficiary Association Post-Employment Health Savings Plan. 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-employment 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
- 02-6162571
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $98,189,849
- Income (IRS master file)
- $23,908,972
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,908,972 | $11,649,292 | $98,189,849 | IRS |
| 990 | December 2023 | $20,553,250 | $10,420,001 | $86,130,318 | XML |
| 990 | December 2022 | $10,829,852 | $9,848,725 | $74,727,773 | 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 02-6162571).
Questions about VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH
- What is the EIN of VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH?
- The employer identification number (EIN) of VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH is 02-6162571.
- Is VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH 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 VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH 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 VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH 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 VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH?
- The 990 for the year ended December 31, 2024 names Tami Douglas-Schatz.
- Who are the officers and directors of VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION POST-EMPLOYMENT HEALTH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,908,972, expenses of $11,649,292 and total assets of $98,189,849 at year end.
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