Nonprofit · EIN 27-6213959
TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,024,817 | $2,378,711 | $1,646,106 | $26,436,501 | $0 | $26,436,501 |
| December 31, 2024 | 990 | $3,394,139 | $3,322,571 | $71,568 | $24,790,175 | $0 | $24,790,175 |
| December 31, 2023 | 990 | $3,219,689 | $2,051,451 | $1,168,238 | $24,717,524 | $0 | $24,717,524 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,143,233
- Investment income
- $1,881,584
- Net gain from sales of assets
- $1,000,022
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,247,227
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,378,711
Balance sheet and other
- Total assets, start of year
- $24,790,175
- Total assets, end of year
- $26,436,501
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,436,501
- Publicly traded securities
- $26,286,156
- Gross unrelated business income
- $1,881,584
- Gross receipts
- $8,622,372
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- AZ
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTY PRITZ | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA JOYCE | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVEN MURDOCK | BOARD MEMBER Trustee or director | 1 | $0 |
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $21,630 |
| MARTY PRITZ | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA JOYCE | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVEN MURDOCK | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $38,424 |
| MARTY PRITZ | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA JOYCE | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVEN MURDOCK | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % PRINCIPAL BANK TTEE
- Principal officer (990 for 2025)
- PRINCIPAL BANK - PCS TAX, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- PRINCIPAL BANK - PCS TAX, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
PLAN PROVIDES RETIREE MEDICAL BENEFITS TO CLASSIFIED EMPLOYEES
Program accomplishments
- PROVIDED RETIREE MEDICAL BENEFITS TO CLASSIFIED EMPLOYEES
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 | 990 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
- 27-6213959
- 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)
- $26,436,501
- Income (IRS master file)
- $8,622,372
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,024,817 | $2,378,711 | $26,436,501 | IRS |
| 990 | December 2024 | $3,394,139 | $3,322,571 | $24,790,175 | XML |
| 990 | December 2023 | $3,219,689 | $2,051,451 | $24,717,524 | XML |
| 990 | December 2022 | $3,733,809 | $2,835,389 | $23,549,334 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 27-6213959).
Questions about TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR
- What is the EIN of TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR?
- The employer identification number (EIN) of TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR is 27-6213959.
- Is TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR 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 TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR?
- The 990 for the year ended December 31, 2025 names PRINCIPAL BANK - PCS TAX.
- Who are the officers and directors of TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does TUCSON ELECTRIC POWER COMPANY RETIREE MEDICAL BENEFIT TRUST FOR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,024,817, expenses of $2,378,711 and total assets of $26,436,501 at year end.
Other nonprofits in BRENTWOOD
- PDS VEBA TR EIN 47-6637312 · last filed 990 for 2025
- UKPEAGVIK INUPIAT CORP VOLUNTARY EMPLOYEES BENEFICIARY ASSOC EIN 46-1576332 · last filed 990 for 2025
- STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST EIN 83-2542180 · last filed 990 for 2025
- VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN EIN 20-7238585 · last filed 990 for 2025
- ATHENS RESTAURANT EMPLOYEES HEALTH INS FUND EIN 51-0586284 · last filed 990 for 2024
- PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER EIN 30-6090486 · last filed 990 for 2025
- CAISO WELFARE BENEFIT PLANS TRUST EIN 61-6370626 · last filed 990 for 2025
- PANHANDLE-UNION HEALTH VEBA TR EIN 30-6090482 · last filed 990 for 2025
All nonprofits in BRENTWOOD · New York · Mutual and membership benefit