Nonprofit · EIN 33-0712822
SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS
Also known as BRENTS JUANITA L ET AL TTEE
Tax-exempt · SAN DIEGO, CA 92182
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $235,788 | $383,282 | -$147,494 | $15,499,566 | $9,237,081 | $6,262,485 |
| December 31, 2023 | 990 | $152,605 | $360,880 | -$208,275 | $14,439,936 | $8,738,837 | $5,701,099 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $17,518
- Investment income
- $218,270
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $316,112
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $23,400
- Program services (functional)
- $316,112
- Management and general (functional)
- $67,170
Balance sheet and other
- Total assets, start of year
- $14,439,936
- Total assets, end of year
- $15,499,566
- Total liabilities, end of year
- $9,237,081
- Net assets, end of year
- $6,262,485
- Publicly traded securities
- $15,499,566
- Gross receipts
- $235,788
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELE G GOETZ | TRUSTEE Trustee or director | 2 | $0 | $247,200 | $78,981 |
| LESLIE R LEVINSON | TRUSTEE Trustee or director | 2 | $0 | $232,219 | $74,440 |
| DEB L NAYLON | TRUSTEE Trustee or director | 2 | $0 | $190,443 | $68,889 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELE G GOETZ | TRUSTEE Trustee or director | 2 | $0 | $226,620 | $75,573 |
| LESLIE R LEVINSON | TRUSTEE Trustee or director | 2 | $0 | $212,484 | $72,836 |
| DEB L NAYLON | TRUSTEE Trustee or director | 2 | $0 | $174,126 | $66,935 |
Address and contacts
- Address (IRS master file)
- 5250 CAMPANILE DR, SAN DIEGO, CA 92182-1947
- In care of
- % SDSU FOUNDATION
- Principal officer (990 for 2024)
- LESLIE R LEVINSON, 5250 CAMPANILE DRIVE, SAN DIEGO, CA 921821947
- Signed the 990
- LESLIE R LEVINSON, TRUSTEE
- Phone
- (619) 594-5771
- Return prepared by
- GRANT THORNTON ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0712822 or by the name SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS.
- 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
TO PROVIDE POST RETIREMENT HEALTH BENEFITS TO ELIGIBLE EMPLOYEES OF SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION.
Program accomplishments
- INSURANCE PREMIUMS AND COSTS FOR HEALTH BENEFITS (VEBA 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 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 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0712822
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $18,110,945
- Income (IRS master file)
- $249,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $235,788 | $383,282 | $15,499,566 | IRS |
| 990 | December 2023 | $152,605 | $360,880 | $14,439,936 | XML |
| 990 | December 2022 | $139,050 | $413,290 | $12,915,097 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 33-0712822).
Questions about SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS
- What is the EIN of SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS?
- The employer identification number (EIN) of SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS is 33-0712822.
- Is SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS 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 SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS 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 SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS 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 SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS?
- The 990 for the year ended December 31, 2024 names LESLIE R LEVINSON.
- Who are the officers and directors of SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $235,788, expenses of $383,282 and total assets of $15,499,566 at year end.
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