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Nonprofit · EIN 11-6607172

SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES

Tax-exempt · PASADENA, CA 91188

Financials

$249K$993K2023$532K$1.2M2024
Revenue Expenses · by fiscal year end
Financials of SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$531,780$1,207,136-$675,356$374,533,023$0$374,533,023
December 31, 2023990$248,669$993,281-$744,612$357,188,396$0$357,188,396
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$531,780
Net gain from sales of assets
$55,952
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$14,548
Salaries, compensation and benefits (total)
$14,548
Professional fundraising fees
$0
Accounting fees
$62,600

Balance sheet and other

Total assets, start of year
$357,188,396
Total assets, end of year
$374,533,023
Total liabilities, end of year
$0
Net assets, end of year
$374,533,023
Gross receipts
$1,817,428
Employees
0
Volunteers
0
Year formed
2005
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
STATE STREET CORPORATIONTRUSTEE
Institutional trustee
1$14,548
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STATE STREET CORPORATIONTRUSTEE
Institutional trustee
1$27,419

Address and contacts

Address (IRS master file)
393 EAST WALNUT STREET - 6TH FLOOR, PASADENA, CA 91188-0001
In care of
% SCPMG ACCOUNTING & TAX DEPT
Principal officer (990 for 2024)
STATE STREET CORPORATION, ONE LINCOLN STREET, BOSTON, MA 02111
Signed the 990
NOLAN CHANG, MED DIR, BUS MGMT
Phone
(626) 405-3288
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 11-6607172 or by the name SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES.

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

Mission

THE SCPMG VEBA TRUST FOR COLLECTIVELY BARGAINED RETIREES IS A TRUST SOLELY FOR THE INVESTMENT OF FUNDS TO SATISFY THE SCPMG OBLIGATION TO PROVIDE POST RETIREMENT BENEFITS TO EMPLOYEES OF SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PLAN PROVIDES POST RETIREMENT BENEFITS TO EMPLOYEES OF THE SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.

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
11-6607172
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$374,533,023
Income (IRS master file)
$1,817,428

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$531,780$1,207,136$374,533,023XML
990December 2023$248,669$993,281$357,188,396XML
990December 2022$59,890$989,579$333,312,557IRS
990December 2021–––IRS
990December 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 11-6607172).

Questions about SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES

What is the EIN of SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES?
The employer identification number (EIN) of SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES is 11-6607172.
Is SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
Are donations to SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES 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 SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES 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 SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES 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 SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES?
The 990 for the year ended December 31, 2024 names STATE STREET CORPORATION.
Who are the officers and directors of SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $14,548 (STATE STREET CORPORATION, TRUSTEE).
How much revenue does SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $531,780, expenses of $1,207,136 and total assets of $374,533,023 at year end.

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