Nonprofit · EIN 20-6264555
ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR
Also known as ROBIN MARKS TTEE
Tax-exempt · SAN DIEGO, CA 92128
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,161,200 | $1,263,533 | $897,667 | $12,249,258 | $13,492 | $12,235,766 |
| June 30, 2024 | 990 | $1,675,006 | $1,112,454 | $562,552 | $11,020,629 | $10,961 | $11,009,668 |
| June 30, 2023 | 990 | $1,579,953 | $1,117,716 | $462,237 | $9,947,672 | $11,007 | $9,936,665 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,421,104
- Investment income
- $740,096
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,180,525
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $975
- Accounting fees
- $76,256
- Depreciation
- $5
- Program services (functional)
- $1,258,441
- Management and general (functional)
- $5,092
Balance sheet and other
- Total assets, start of year
- $11,020,629
- Total assets, end of year
- $12,249,258
- Total liabilities, end of year
- $13,492
- Net assets, end of year
- $12,235,766
- Publicly traded securities
- $11,637,878
- Net assets without donor restrictions
- $12,235,766
- Gross receipts
- $2,161,200
- Employees
- 0
- Volunteers
- 5
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS MOSS | TRUSTEE Trustee or director | 2 | $0 |
| TRISH STEPANEK | TRUSTEE Trustee or director | 2 | $0 |
| JOE GELORMINI | TRUSTEE Trustee or director | 2 | $0 |
| ALLISONTALBOTT | TRUSTEE Trustee or director | 2 | $0 |
| STACY BEGIN | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS MOSS | TRUSTEE Trustee or director | 2 | $0 |
| CLAY BROWN | TRUSTEE Trustee or director | 2 | $0 |
| TRISH STEPANEK | TRUSTEE Trustee or director | 2 | $0 |
| JOE GELORMINI | TRUSTEE Trustee or director | 2 | $0 |
| ERIN CLARK | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOUGLAS MOSS | TRUSTEE Trustee or director | 2 | $0 |
| CLAY BROWN | TRUSTEE Trustee or director | 2 | $0 |
| TRISH STEPANEK | TRUSTEE Trustee or director | 2 | $0 |
| JOE GELORMINI | TRUSTEE Trustee or director | 2 | $0 |
| ERIN CLARK | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 15435 INNOVATION DR STE 225, SAN DIEGO, CA 92128-3445
- In care of
- % CTA OFFICE
- Principal officer (990 for 2024)
- DOUGLAS MOSS, 25851 HOLLY AVENUE, ESCONDIDO, CA 92026
- Signed the 990
- DOUGLAS MOSS, TRUSTEE
- Phone
- (619) 683-3990
- Return prepared by
- AJ CUNNINGHAM & ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 20-6264555 or by the name ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR.
- 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
THE PRIMARY PURPOSE OF THE ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TRUST IS TO SUPPLEMENT HEALTH INSURANCE PREMIUMS FOR RETIRED EMPLOYEES
Program accomplishments
- A TOTAL OF 367 EMPLOYEES WERE PARTICIPANTS IN THE TRUST AT THE END OFExpenses $1,180,525 · revenue $1,421,104
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
- 20-6264555
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $12,249,258
- Income (IRS master file)
- $2,161,200
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,161,200 | $1,263,533 | $12,249,258 | XML |
| 990 | June 2024 | $1,675,006 | $1,112,454 | $11,020,629 | IRS |
| 990 | June 2023 | $1,579,953 | $1,117,716 | $9,947,672 | XML |
| 990 | June 2022 | $1,616,936 | $1,141,236 | $9,163,785 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 20-6264555).
Questions about ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR
- What is the EIN of ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR?
- The employer identification number (EIN) of ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR is 20-6264555.
- Is ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS 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 ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR 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 ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR 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 ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR?
- The 990 for the year ended June 30, 2025 names DOUGLAS MOSS.
- Who are the officers and directors of ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,161,200, expenses of $1,263,533 and total assets of $12,249,258 at year end.
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