Nonprofit · EIN 35-6768209
WESTERN MUNICIPAL WATER DISTRICT VEBA TR
Also known as JEFFREY L MINKLER TTEE
Tax-exempt · RIVERSIDE, CA 92518
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,953,516 | $790,637 | $1,162,879 | $24,607,906 | $12,212 | $24,595,694 |
| June 30, 2024 | 990 | $987,218 | $573,145 | $414,073 | $22,854,986 | $0 | $22,854,986 |
| June 30, 2023 | 990 | $1,101,926 | $593,479 | $508,447 | $21,291,910 | $0 | $21,291,910 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $146,348
- Investment income
- $1,807,168
- Net gain from sales of assets
- $1,118,183
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $711,465
- Compensation of officers, directors and key employees
- $17,690
- Salaries, compensation and benefits (total)
- $17,690
- Professional fundraising fees
- $0
- Legal fees
- $4,249
- Accounting fees
- $6,280
Balance sheet and other
- Total assets, start of year
- $22,854,986
- Total assets, end of year
- $24,607,906
- Total liabilities, end of year
- $12,212
- Net assets, end of year
- $24,595,694
- Publicly traded securities
- $24,360,739
- Gross receipts
- $2,722,022
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US BANK | TRUSTEE Institutional trustee | 2 | $17,365 | $8,134 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US BANK TRUSTEE | PO BOX 2043 MILWAUKEE WI 53201-2043 Institutional trustee | 0 | $16,468 | $9,233 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US BANK TRUSTEE | PO BOX 2043 MILWAUKEE WI 53201-2043 Institutional trustee | 0 | $15,517 | $2,850 |
Address and contacts
- Address (IRS master file)
- 14205 MERIDIAN PKWY, RIVERSIDE, CA 92518-3045
- In care of
- % US BANK TRUSTEE
- Principal officer (990 for 2024)
- US BANK - TRUSTEE, PO BOX 2043, MILWAUKEE, WI 532012043
- Signed the 990
- KIMBERLY SMALLWOOD, TRUST OFFICER
- Phone
- (951) 571-7100
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 35-6768209 or by the name WESTERN MUNICIPAL WATER DISTRICT VEBA TR.
- 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 HEALTH CARE BENEFITS TO RETIRED EMPLOYEES OF WESTERN MUNICIPAL WATER DISTRICT, A PUBLIC ENTITY.
Program accomplishments
- PROVIDED HEALTH CARE BENEFITS TO RETIRED EMPLOYEES OF WESTERN MUNICIPAL WATER DISTRICT, A PUBLIC ENTITY.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-6768209
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $24,607,906
- Income (IRS master file)
- $2,722,022
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,953,516 | $790,637 | $24,607,906 | IRS |
| 990 | June 2024 | $987,218 | $573,145 | $22,854,986 | IRS |
| 990 | June 2023 | $1,101,926 | $593,479 | $21,291,910 | XML |
| 990 | June 2022 | $1,187,662 | $630,046 | $20,136,113 | IRS |
| 990 | June 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 35-6768209).
Questions about WESTERN MUNICIPAL WATER DISTRICT VEBA TR
- What is the EIN of WESTERN MUNICIPAL WATER DISTRICT VEBA TR?
- The employer identification number (EIN) of WESTERN MUNICIPAL WATER DISTRICT VEBA TR is 35-6768209.
- Is WESTERN MUNICIPAL WATER DISTRICT VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to WESTERN MUNICIPAL WATER DISTRICT VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN MUNICIPAL WATER DISTRICT VEBA 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 WESTERN MUNICIPAL WATER DISTRICT VEBA 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 WESTERN MUNICIPAL WATER DISTRICT VEBA 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 WESTERN MUNICIPAL WATER DISTRICT VEBA TR?
- The 990 for the year ended June 30, 2025 names US BANK - TRUSTEE.
- Who are the officers and directors of WESTERN MUNICIPAL WATER DISTRICT VEBA TR?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,365 (US BANK, TRUSTEE).
- How much revenue does WESTERN MUNICIPAL WATER DISTRICT VEBA TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,953,516, expenses of $790,637 and total assets of $24,607,906 at year end.
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