Nonprofit · EIN 20-4854354
RSFFPD VEBA HEALTH SAVINGS TRUST
Tax-exempt · RCHO SANTA FE, CA 92067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $901,343 | $286,170 | $615,173 | $8,215,005 | $0 | $8,215,005 |
| June 30, 2024 | 990 | $528,286 | $181,553 | $346,733 | $7,259,136 | $0 | $7,259,136 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $374,912
- Investment income
- $526,431
- Net gain from sales of assets
- $730
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $258,355
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $258,355
- Management and general (functional)
- $27,815
Balance sheet and other
- Total assets, start of year
- $7,259,136
- Total assets, end of year
- $8,215,005
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,215,005
- Publicly traded securities
- $8,215,005
- Gross receipts
- $1,501,720
- Employees
- 0
- Year formed
- 2000
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Brian Slattery | trustee Trustee or director | 1 | $0 | $226,569 |
| Nathan Sanford | Trustee Trustee or director | 1 | $0 | $161,384 |
| Nicholas Brandow | Trustee Trustee or director | 1 | $0 | $161,384 |
| John Carey | Trustee Trustee or director | 1 | $0 | $139,893 |
| Sam Stamy | Trustee Trustee or director | 1 | $0 | $139,893 |
| Scott Young | Trustee Trustee or director | 1 | $0 | $139,893 |
| Corbin Martinez | Trustee Trustee or director | 1 | $0 | $117,731 |
| Daniel Schaffer | Trustee Trustee or director | 1 | $0 | $106,740 |
| Sandra Reyes | Trustee Trustee or director | 1 | $0 | $100,359 |
| Karlena Rannals | Trustee Trustee or director | 1 | $0 | $0 |
| David Livingstone | Trustee Trustee or director | 1 | $0 | $0 |
| Hand Benefit Trust Co | Trustee Institutional trustee | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| BRIAN SLATTERY | TRUSTEE Trustee or director | 1 | $0 | $218,578 |
| NATHAN SANFORD | TRUSTEE Trustee or director | 1 | $0 | $156,990 |
| NICHOLAS BRANDOW | TRUSTEE Trustee or director | 1 | $0 | $154,356 |
| JOHN CAREY | TRUSTEE Trustee or director | 1 | $0 | $150,477 |
| SAM STAMY | TRUSTEE Trustee or director | 1 | $0 | $142,758 |
| SCOTT YOUNG | TRUSTEE Trustee or director | 1 | $0 | $132,362 |
| CORBIN MARTINEZ | TRUSTEE Trustee or director | 1 | $0 | $114,727 |
| DANIEL SCHAFFER | TRUSTEE Trustee or director | 1 | $0 | $86,486 |
| SANDRA REYES | TRUSTEE Trustee or director | 1 | $0 | $72,974 |
| KARLENA RANNALS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID LIVINGSTONE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 410, RCHO SANTA FE, CA 92067-0410
- In care of
- % BOARD OF TRUSTEES
- Principal officer (990 for 2024)
- Sandra Reyes, PO BOX 410, Rancho Santa Fe, CA 920670410
- Signed the 990
- Sandra Reyes, Trustee
- Phone
- (858) 756-5971
California records
California keeps its own records of charities and corporations. Search them by EIN 20-4854354 or by the name RSFFPD VEBA HEALTH SAVINGS 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
To fund reimbursement of medical expenses under a health reimbursement arrangement.
Program accomplishments
- Health reimbursement arrangement by organization had approximately 119 participants who received medical care in the amount of $258355Expenses $258,355
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4854354
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $8,215,005
- Income (IRS master file)
- $1,501,720
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $901,343 | $286,170 | $8,215,005 | XML |
| 990 | June 2024 | $528,286 | $181,553 | $7,259,136 | XML |
| 990 | June 2023 | $524,132 | $219,217 | $6,123,668 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 20-4854354).
Questions about RSFFPD VEBA HEALTH SAVINGS TRUST
- What is the EIN of RSFFPD VEBA HEALTH SAVINGS TRUST?
- The employer identification number (EIN) of RSFFPD VEBA HEALTH SAVINGS TRUST is 20-4854354.
- Is RSFFPD VEBA HEALTH SAVINGS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to RSFFPD VEBA HEALTH SAVINGS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RSFFPD VEBA HEALTH SAVINGS TRUST 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 RSFFPD VEBA HEALTH SAVINGS TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RSFFPD VEBA HEALTH SAVINGS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of RSFFPD VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended June 30, 2025 names Sandra Reyes.
- Who are the officers and directors of RSFFPD VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does RSFFPD VEBA HEALTH SAVINGS TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $901,343, expenses of $286,170 and total assets of $8,215,005 at year end.
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All nonprofits in RCHO SANTA FE · California · Mutual and membership benefit