Nonprofit · EIN 45-0596973
PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN
Tax-exempt · MOUNTAIN VIEW, CA 94042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $635,866 | $1,376,326 | -$740,460 | $15,471,888 | $0 | $15,471,888 |
| December 31, 2023 | 990 | $1,270,533 | $1,555,178 | -$284,645 | $15,208,169 | $0 | $15,208,169 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $251,803
- Investment income
- $384,063
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,204,727
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $15,208,169
- Total assets, end of year
- $15,471,888
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,471,888
- Publicly traded securities
- $13,589,770
- Gross unrelated business income
- $284,768
- Gross receipts
- $635,866
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- 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 |
|---|---|---|---|
| DANIEL STUCKER | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| PATRICK FANN | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| ROSS DEHOVITZ | ADMINISTRATOR (FORMER) Trustee or director, Officer | 0 | $0 |
| BRIAN BRUNELLI | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| TIMOTHY ALLARI | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| AMY ADAMS | Administrator Trustee or director, Officer | 1 | $0 |
| JOHN PESTANER | Administrator Trustee or director, Officer | 1 | $0 |
| AMY SHEH | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| STEPHEN RYU | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| PAUL KRAUSE | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| EVELYN KHOO | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| MINERVA NAVARRO | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| SWATHI NALLAPA | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| NICHOLAS TODD | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| LAWRENCE HSU | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT LU | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| TERESA FU | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| KURT VANDEVORT | ADMINISTRATOR Officer | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN STUCKER | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| PATRICK FANN | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| ROSS DEHOVITZ | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| BRIAN BRUNELLI | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| TIMOTHY ALLARI | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| AMY ADAMS | Administrator Trustee or director, Officer | 1 | $0 |
| JOHN PESTANER | Administrator Trustee or director, Officer | 1 | $0 |
| AMY SHEH | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| STEPHEN RYU | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| PAUL KRAUSE | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| EVELYN KHOO | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| MINERVA NAVARRO | ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| KURT VANDEVORT | ADMINISTRATOR Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1900, MOUNTAIN VIEW, CA 94042-1900
- In care of
- % JOSIE WEIR CPA
- Principal officer (990 for 2024)
- DR AMY E ADAMS, PO Box 1900, Mountain View, CA 94042
- Signed the 990
- VICKI WILSON, FINANCE EXECUTIVE
- Phone
- (650) 691-6151
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-0596973 or by the name PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN.
- 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
THE PLAN WAS ESTABLISHED TO PROVIDE POST RETIREMENT HEALTHCARE BENEFITS TO ELIGIBLE EMPLOYEES OF PALO ALTO FOUNDATION MEDICAL GROUP, INC.
Program accomplishments
- the plan was established to provide post retirement healthcare benefits to eligible employees of Palo Alto Foundation Medical Group, Inc.
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
- 45-0596973
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $15,471,888
- Income (IRS master file)
- $635,866
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $635,866 | $1,376,326 | $15,471,888 | XML |
| 990 | December 2023 | $1,270,533 | $1,555,178 | $15,208,169 | XML |
| 990 | December 2022 | $631,504 | $1,310,632 | $14,680,519 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | 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 45-0596973).
Questions about PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN
- What is the EIN of PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN?
- The employer identification number (EIN) of PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN is 45-0596973.
- Is PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN 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 PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN 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 PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN 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 PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN?
- The 990 for the year ended December 31, 2024 names DR AMY E ADAMS.
- Who are the officers and directors of PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN?
- The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $635,866, expenses of $1,376,326 and total assets of $15,471,888 at year end.
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