Nonprofit · EIN 20-6722122
COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST
Tax-exempt · MUKILTEO, WA 98275
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,889,329 | $681,775 | $1,207,554 | $20,020,849 | $12,616 | $20,008,233 |
| June 30, 2024 | 990 | $1,380,673 | $616,665 | $764,008 | $17,763,055 | $11,694 | $17,751,361 |
| June 30, 2023 | 990 | $1,480,585 | $565,341 | $915,244 | $15,069,367 | $11,428 | $15,057,939 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $963,127
- Investment income
- $926,202
- Net gain from sales of assets
- $500,320
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $423,267
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $36,925
- Accounting fees
- $33,813
Balance sheet and other
- Total assets, start of year
- $17,763,055
- Total assets, end of year
- $20,020,849
- Total liabilities, end of year
- $12,616
- Net assets, end of year
- $20,008,233
- Publicly traded securities
- $19,811,244
- Gross receipts
- $8,304,379
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- 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 |
|---|---|---|---|
| JEFFREY R LLOYD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| VICKI DAY | TRUSTEE Trustee or director | 1 | $0 |
| JULIE HOLCOMB | TRUSTEE Trustee or director | 1 | $0 |
| KATHERINE LUCERO | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY R LLOYD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| VICKI DAY | TRUSTEE Trustee or director | 1 | $0 |
| JULIE HOLCOMB | TRUSTEE Trustee or director | 1 | $0 |
| KATHERINE LUCERO | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY R LLOYD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| VICKI DAY | TRUSTEE Trustee or director | 1 | $0 |
| JULIE HOLCOMB | TRUSTEE Trustee or director | 1 | $0 |
| KATHERINE LUCERO | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12121 HARBOUR REACH DR STE 105, MUKILTEO, WA 98275-5314
- In care of
- % MCGREGOR AND ASSOCIATES INC
- Principal officer (990 for 2024)
- JEFFREY R LLOYD, 5100 SIERRA COLLEGE BLVD, ROCKLIN, CA 95677
- Signed the 990
- JEFFREY R LLOYD, CHAIRMAN
- Phone
- (833) 468-4659
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
NONE
Program accomplishments
- DURING THE CURRENT PLAN YEAR, THE TRUST PROVIDED REIMBURSEMENTS TO 167 ELIGIBLE RETIREES OF HEALTH INSURANCE PREMIUMS AND QUALIFIED MEDICAL EXPENSES PAID BY THE RETIREE.
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
- 20-6722122
- 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 (Y43)
- Assets (IRS master file)
- $20,020,849
- Income (IRS master file)
- $8,304,379
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,889,329 | $681,775 | $20,020,849 | IRS |
| 990 | June 2024 | $1,380,673 | $616,665 | $17,763,055 | XML |
| 990 | June 2023 | $1,480,585 | $565,341 | $15,069,367 | XML |
| 990 | June 2022 | $1,806,258 | $524,188 | $13,475,901 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 20-6722122).
Questions about COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST
- What is the EIN of COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST?
- The employer identification number (EIN) of COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST is 20-6722122.
- Is COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COMMUNITY COLLEGE EMPLOYEES BENEFIT 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 COMMUNITY COLLEGE EMPLOYEES BENEFIT 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 COMMUNITY COLLEGE EMPLOYEES BENEFIT 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 COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 names JEFFREY R LLOYD.
- Who are the officers and directors of COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does COMMUNITY COLLEGE EMPLOYEES BENEFIT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,889,329, expenses of $681,775 and total assets of $20,020,849 at year end.
Other nonprofits in MUKILTEO
- BUSINESS HEALTH TR EIN 36-7481494 · last filed 990 for 2024
- NORTHWEST FIRE FIGHTERS BENEFITS TRUST EIN 41-1416156 · last filed 990 for 2024
- OMNITRADE HEALTH TR EIN 27-6838771 · last filed 990 for 2024
- SEATTLE FIRE FIGHTERS UNION LOCAL 27 WELFARE TRUST EIN 91-2147185 · last filed 990 for 2024
- WASHINGTON SOFTWARE ALLIANCE EMPLOYEE BENEFIT TRUST EIN 20-2563188 · last filed 990 for 2024
- WASHINGTON AUTOMOTIVE INDUSTRY ASSOCIATION HEALTH TRUST EIN 46-3751550 · last filed 990 for 2024
- BOISE FIRE & POLICE TR EIN 27-6863381 · last filed 990 for 2025
- IAFF LOCAL 726 HEALTH AND WELFARE TRUST EIN 46-4261390 · last filed 990 for 2024
All nonprofits in MUKILTEO · Washington · Mutual and membership benefit