Nonprofit · EIN 37-6581075
CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR
Tax-exempt · SAN DIEGO, CA 92108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $75,476,793 | $15,696,227 | $59,780,566 | $491,260,297 | $215,065,514 | $276,194,783 |
| December 31, 2023 | 990 | $34,550,177 | $15,302,595 | $19,247,582 | $243,058,368 | $158,280 | $242,900,088 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $21,346,546
- Investment income
- $53,743,135
- Net gain from sales of assets
- $42,345,130
- Other revenue
- $387,112
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $14,719,477
- Compensation of officers, directors and key employees
- $10,014
- Salaries, compensation and benefits (total)
- $10,014
- Professional fundraising fees
- $0
- Accounting fees
- $41,430
Balance sheet and other
- Total assets, start of year
- $243,058,368
- Total assets, end of year
- $491,260,297
- Total liabilities, end of year
- $215,065,514
- Net assets, end of year
- $276,194,783
- Publicly traded securities
- $267,797,314
- Gross receipts
- $268,242,448
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- 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 |
|---|---|---|---|
| NORTHERN TRUST | SEE SCHEDULE O Trustee or director | 10 | $10,014 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORTHERN TRUST | SEE SCHEDULE O Trustee or director | 10 | $9,808 |
Address and contacts
- Address (IRS master file)
- 1843 HOTEL CIR S STE 300, SAN DIEGO, CA 92108-3322
- In care of
- % RISK PROGRAM ADMIN
- Principal officer (990 for 2024)
- S CORTEZ CO RISK PGRM ADMIN, 1843 Hotel Cir S Ste 300, San Diego, CA 92108
- Signed the 990
- MATTHEW BREWER, CONTROLLER
- Phone
- (888) 276-0250
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 37-6581075 or by the name CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL 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
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE O
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 | Not 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
- 37-6581075
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $491,260,297
- Income (IRS master file)
- $268,242,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $75,476,793 | $15,696,227 | $491,260,297 | XML |
| 990 | December 2023 | $34,550,177 | $15,302,595 | $243,058,368 | XML |
| 990 | December 2022 | $35,932,581 | $15,147,525 | $199,760,277 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 37-6581075).
Questions about CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR
- What is the EIN of CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR?
- The employer identification number (EIN) of CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR is 37-6581075.
- Is CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2017.
- Are donations to CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL 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 CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR 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 CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR?
- The 990 for the year ended December 31, 2024 names S CORTEZ CO RISK PGRM ADMIN.
- Who are the officers and directors of CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $10,014 (NORTHERN TRUST, SEE SCHEDULE O).
- How much revenue does CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $75,476,793, expenses of $15,696,227 and total assets of $491,260,297 at year end.
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