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Nonprofit · EIN 30-6560313

NONPROFIT BENEFITS TR

Also known as MICKEY BRANCE ET AL TTEE

Tax-exempt · CAPITOLA, CA 95010

Financials

$7.2M$7.4M2022$7.6M$7.5M2023$7.8M$7.6M2024
Revenue Expenses · by fiscal year end
Financials of NONPROFIT BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,776,834$7,586,609$190,225$1,714,251$104,283$1,609,968
June 30, 2024990$7,623,496$7,475,857$147,639$1,563,998$150,319$1,413,679
June 30, 2023990$7,186,725$7,433,228-$246,503$1,485,019$232,483$1,252,536
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$7,710,536
Investment income
$66,298
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$6,325,078
Compensation of officers, directors and key employees
$22,400
Salaries, compensation and benefits (total)
$22,400
Professional fundraising fees
$0
Legal fees
$8,415
Accounting fees
$28,255

Balance sheet and other

Total assets, start of year
$1,563,998
Total assets, end of year
$1,714,251
Total liabilities, end of year
$104,283
Net assets, end of year
$1,609,968
Net assets without donor restrictions
$1,609,968
Gross receipts
$7,776,834
Employees
0
Volunteers
0
Year formed
1984
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 / weekCompensation
LAURA POCHCHAIR
Trustee or director, Officer
1$8,400
TONY DUONGTRUSTEE
Trustee or director
1$7,000
ROBERT PASCUALTRUSTEE
Trustee or director
1$7,000
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
LAURA POCHCHAIR
Trustee or director, Officer
1$8,400
TONY DUONGTRUSTEE
Trustee or director
1$7,000
ROBERT PASCUALTRUSTEE
Trustee or director
1$7,000
990 for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
LAURA POCHCHAIR
Trustee or director, Officer
1$8,050
TONY DUONGTRUSTEE
Trustee or director
1$7,000
MICKEY BRANCATRUSTEE
Trustee or director
1$7,000

Address and contacts

Address (IRS master file)
1500 41ST AVE STE 228, CAPITOLA, CA 95010-2900
In care of
% COLLEEN LAZANICH
Principal officer (990 for 2024)
LAURA POCH, 1500 41ST AVENUE STE 228, CAPITOLA, CA 95010
Signed the 990
LAURA POCH, OFFICER
Phone
(831) 427-5222
Return prepared by
CAMPBELL TAYLOR WASHBURN

California records

California keeps its own records of charities and corporations. Search them by EIN 30-6560313 or by the name NONPROFIT BENEFITS TR.

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

Mission

TO PROVIDE DENTAL AND VISION BENEFITS COVERING PARTICIPATING CALIFORNIA NON-PROFIT MEMBER ORGANIZATIONS AND THEIR EMPLOYEES.

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE DENTAL AND VISION BENEFITS COVERING PARTICIPATING CALIFORNIA NON-PROFIT MEMBER ORGANIZATIONS AND THEIR 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 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
30-6560313
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2017
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,714,251
Income (IRS master file)
$7,776,834

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,776,834$7,586,609$1,714,251XML
990June 2024$7,623,496$7,475,857$1,563,998XML
990June 2023$7,186,725$7,433,228$1,485,019XML
990June 2022$6,643,375$7,236,362$1,670,508IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 30-6560313).

Questions about NONPROFIT BENEFITS TR

What is the EIN of NONPROFIT BENEFITS TR?
The employer identification number (EIN) of NONPROFIT BENEFITS TR is 30-6560313.
Is NONPROFIT BENEFITS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2017.
Are donations to NONPROFIT BENEFITS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NONPROFIT 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 NONPROFIT 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 NONPROFIT 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 NONPROFIT BENEFITS TR?
The 990 for the year ended June 30, 2025 names LAURA POCH.
Who are the officers and directors of NONPROFIT BENEFITS TR?
The 990 for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $8,400 (LAURA POCH, CHAIR).
How much revenue does NONPROFIT BENEFITS TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,776,834, expenses of $7,586,609 and total assets of $1,714,251 at year end.

Other nonprofits in CAPITOLA

All nonprofits in CAPITOLA · California · Mutual and membership benefit