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Nonprofit · EIN 27-3301107

AUXILIARIES MULTIPLE EMPLOYER VEBA

Also known as DAVID F PRENOVOST

Tax-exempt · TORRANCE, CA 90501

Financials

$8.5M$1.2M2023$7.8M$923K2024
Revenue Expenses · by fiscal year end
Financials of AUXILIARIES MULTIPLE EMPLOYER VEBA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,758,879$923,036$6,835,843$124,802,553$164,555$124,637,998
June 30, 2024990$8,547,356$1,195,822$7,351,534$127,546,794$17,569,804$109,976,990
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,951,670
Investment income
$5,807,209
Net gain from sales of assets
$829,048
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$421,137
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$127,546,794
Total assets, end of year
$124,802,553
Total liabilities, end of year
$164,555
Net assets, end of year
$124,637,998
Publicly traded securities
$124,621,621
Net assets without donor restrictions
$124,637,998
Gross unrelated business income
$5,807,209
Gross receipts
$20,665,887
Employees
0
Volunteers
0
Year formed
2010
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
TARIQ MARJITRUSTEE
Trustee or director
0.1$0$192,600$23,905
HEATHER ZACKERTRUSTEE
Trustee or director
0.1$0$148,291$58,042
TERRI STEVENSTRUSTEE
Trustee or director
0.1$0$164,899$16,953
CECILIA ORTIZBOARD CHAIR (TO 03/2025)
Trustee or director, Officer
0.1$0$139,750$38,000
JIM WESTBROOKTRUSTEE
Trustee or director
0.1$0$138,575$36,166
JOSEPH ILLUMINATETRUSTEE
Trustee or director
0.1$0$134,303$30,728
LIONEL LAWRENCETRUSTEE
Trustee or director
0.1$0$129,461$27,617
DENA FLOREZBOARD CHAIR (FROM 03/2025)
Trustee or director, Officer
0.1$0$119,891$5,876
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TARIQ MARJITRUSTEE
Trustee or director
0.1$0$192,600$23,905
HEATHER ZACKERTRUSTEE
Trustee or director
0.1$0$148,291$58,042
TERRI STEVENSTRUSTEE
Trustee or director
0.1$0$164,899$16,953
CECILIA ORTIZBOARD CHAIR
Trustee or director, Officer
0.1$0$139,750$38,000
JIM WESTBROOKTRUSTEE
Trustee or director
0.1$0$138,575$36,166
JOSEPH ILLUMINATETRUSTEE
Trustee or director
0.1$0$134,303$30,728
LIONEL LAWRENCETRUSTEE
Trustee or director
0.1$0$129,461$27,617
DENA FLOREZTRUSTEE
Trustee or director
0.1$0$119,891$5,876

Address and contacts

Address (IRS master file)
2355 CRENSHAW BLVD STE 200, TORRANCE, CA 90501-3329
In care of
% DAVID F PRENOVOST
Principal officer (990 for 2024)
DENA FLOREZ, 2355 CRENSHAW BLVD STE 200, TORRANCE, CA 90501
Signed the 990
DENA FLOREZ, CHAIR
Phone
(310) 212-3344
Return prepared by
EIDE BAILLY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 27-3301107 or by the name AUXILIARIES MULTIPLE EMPLOYER VEBA.

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

Mission

TO ASSIST PARTICIPATING CALIFORNIA STATE UNIVERSITY SYSTEM AUXILIARIES WITH THE ESTABLISHMENT AND MAINTENANCE OF THE TRUST FOR INVESTMENT OF FUNDS TO BE USED FOR THE PROVISION OF RETIREE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYEES.

990 for the year ended June 30, 2025

Program accomplishments

  • THE CSU AUXILIARIES MULTIPLE EMPLOYER VEBA TRUST ASSISTS PARTICIPATING CALIFORNIA STATE UNIVERSITY SYSTEM AUXILIARIES WITH THE ESTABLISHMENT AND MAINTENANCE OF THE TRUST FOR INVESTMENT OF FUNDS TO BE USED FOR THE PROVISION OF RETIREE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYEES. AT JUNE 30, 2025, 24 EMPLOYERS HAD ELECTED TO PARTICIPATE IN THE TRUST.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
27-3301107
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2011
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$124,802,553
Income (IRS master file)
$20,665,887

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,758,879$923,036$124,802,553XML
990June 2024$8,547,356$1,195,822$127,546,794XML
990June 2023$7,845,970$655,748$96,503,921IRS
990June 2022–––IRS
990June 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 27-3301107).

Questions about AUXILIARIES MULTIPLE EMPLOYER VEBA

What is the EIN of AUXILIARIES MULTIPLE EMPLOYER VEBA?
The employer identification number (EIN) of AUXILIARIES MULTIPLE EMPLOYER VEBA is 27-3301107.
Is AUXILIARIES MULTIPLE EMPLOYER VEBA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
Are donations to AUXILIARIES MULTIPLE EMPLOYER VEBA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AUXILIARIES MULTIPLE EMPLOYER VEBA 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 AUXILIARIES MULTIPLE EMPLOYER VEBA 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 AUXILIARIES MULTIPLE EMPLOYER VEBA 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 AUXILIARIES MULTIPLE EMPLOYER VEBA?
The 990 for the year ended June 30, 2025 names DENA FLOREZ.
Who are the officers and directors of AUXILIARIES MULTIPLE EMPLOYER VEBA?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does AUXILIARIES MULTIPLE EMPLOYER VEBA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,758,879, expenses of $923,036 and total assets of $124,802,553 at year end.

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