Nonprofit · EIN 27-2966954
CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST
Tax-exempt · PALMDALE, CA 93550
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $29,945 | $56,207 | -$26,262 | $774,679 | $0 | $774,679 |
| December 31, 2023 | 990 | -$36,507 | $515,585 | -$552,092 | $730,634 | $0 | $730,634 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $29,945
- Net gain from sales of assets
- -$6,659
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $56,207
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $56,207
Balance sheet and other
- Total assets, start of year
- $730,634
- Total assets, end of year
- $774,679
- Total liabilities, end of year
- $0
- Net assets, end of year
- $774,679
- Publicly traded securities
- $774,542
- Gross unrelated business income
- $29,945
- Gross receipts
- $92,811
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- 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 |
|---|---|---|---|
| CHARLES SCHWAB TRUST CO | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES SCHWAB TRUST CO | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 38300 N SIERRA HIGHWAY D, PALMDALE, CA 93550-4611
- In care of
- % CITY OF PALMDALE
- Principal officer (990 for 2024)
- JANELLE SAMSON, 38300 N SIERRA HIGHWAY D, PALMDALE, CA 93550
- Signed the 990
- JANELLE SAMSON, DIRECTOR OF OPERATIONS
- Phone
- (661) 267-5100
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-2966954 or by the name CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT 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
THE SOLE PURPOSE AND ACTIVITY OF THE TRUST IS TO FUND THE BENEFITS PROVIDED THROUGH A BENEFIT PLAN SPONSORED BY THE CITY.THE PLAN PAYS OR SUBSIDIZES THE PREMIUMS PAID BY CERTAIN RETIREES UNDER THE PALMDALE'S HEALTH INSURANCE PLAN.
Program accomplishments
- THE GROUP MEDICAL PLAN HAD APPROXIMATELY 14 PARTICIPANTS WHO RECEIVED MEDICAL CARE REIMBURSEMENTS IN THE AMOUNT OF $56,207.Expenses $56,207
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
- 27-2966954
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $774,679
- Income (IRS master file)
- $92,811
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $29,945 | $56,207 | $774,679 | IRS |
| 990 | December 2023 | -$36,507 | $515,585 | $730,634 | XML |
| 990 | December 2022 | $29,927 | $57,304 | $1,122,221 | 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 27-2966954).
Questions about CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST
- What is the EIN of CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST?
- The employer identification number (EIN) of CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST is 27-2966954.
- Is CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT 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 CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST 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 CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST 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 CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST?
- The 990 for the year ended December 31, 2024 names JANELLE SAMSON.
- Who are the officers and directors of CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does CITY OF PALMDALE RETIREE HEALTH PREMIUM SUPPLEMENT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $29,945, expenses of $56,207 and total assets of $774,679 at year end.
Other nonprofits in PALMDALE
- CITY OF PALMDALE RETIREE HEALTH REIMBURSEMENT ARRANGEMENT TRUST EIN 27-2967010 · last filed 990 for 2024
- MW JOHN A BELL SOVEREIGN GRAND LODGE AF&AM FOR THE UNITED STATES EIN 03-0452494 · last filed 990-N for 2025
- QUARTZ HILL GRANGE EIN 46-5456560 · last filed 990-N for 2025
- PALMDALE AEROSPACE ACADEMY INC EIN 45-3851539 · last filed 990 for 2025
- INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS EIN 95-4454786 · last filed 990 for 2025
- PALMDALE AEROSPACE ACADEMY FOUNDATION EIN 81-1881446 · last filed 990 for 2025
- NATION OF EQUALITY ALLIANCE CORP EIN 87-1877002 · last filed 990 for 2024
- ADVANCING COMMUNITIES TOGETHER EIN 45-1745040 · last filed 990 for 2025
All nonprofits in PALMDALE · California · Mutual and membership benefit