Nonprofit · EIN 47-3000476
VEBA TRUST FOR RETIREES OF FHDA
Tax-exempt · LOS ALTOS HLS, CA 94022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $308,745 | $94,872 | $213,873 | $2,685,955 | $18,000 | $2,667,955 |
| December 31, 2023 | 990 | $301,551 | $106,760 | $194,791 | $2,483,611 | $29,829 | $2,453,782 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $187,660
- Investment income
- $121,085
- Net gain from sales of assets
- $5
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,964
- Accounting fees
- $1,000
- Program services (functional)
- $67,500
- Management and general (functional)
- $27,372
Balance sheet and other
- Total assets, start of year
- $2,483,611
- Total assets, end of year
- $2,685,955
- Total liabilities, end of year
- $18,000
- Net assets, end of year
- $2,667,955
- Gross receipts
- $308,745
- 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 |
|---|---|---|---|
| CHRIS WHITE | TRUSTEE Trustee or director | 0 | $0 |
| PAT HYLAND | TRUSTEE, SECRETARY Trustee or director | 0 | $0 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE Trustee or director | 0 | $0 |
| SUSAN CHEU | TRUSTEE Trustee or director | 0 | $0 |
| PAM GREY | TRUSTEE Trustee or director | 0 | $0 |
| BEIJING LI | TRUSTEE Trustee or director | 0 | $0 |
| STANLEY SARAOS JR | TRUSTEE Trustee or director | 0 | $0 |
| KATHY PERINO | TRUSTEE, CHAIRPERSON Trustee or director | 0 | $0 |
| SCOTT OLSEN | TRUSTEE Trustee or director | 0 | $0 |
| DIANNA ROSE | TRUSTEE Trustee or director | 0 | $0 |
| ELAINE KUO | TRUSTEE Trustee or director | 0 | $0 |
| CHRISTOPHER DELA ROSA | TRUSTEE Trustee or director | 0 | $0 |
| PAULINE BROWN | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS WHITE | TRUSTEE, CHAIRPERSON Trustee or director | 0 | $0 |
| RAY QUAN | TRUSTEE, SECRETARY Trustee or director | 0 | $0 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE Trustee or director | 0 | $0 |
| SUSAN CHEU | TRUSTEE Trustee or director | 0 | $0 |
| PAM GREY | TRUSTEE Trustee or director | 0 | $0 |
| LISA MARKUS | TRUSTEE Trustee or director | 0 | $0 |
| STANLEY SARAOS JR | TRUSTEE Trustee or director | 0 | $0 |
| KATHY PERINO | TRUSTEE Trustee or director | 0 | $0 |
| KELLY PETTIT | TRUSTEE Trustee or director | 0 | $0 |
| JERRY FILLINGIM | TRUSTEE Trustee or director | 0 | $0 |
| ELAINE KUO | TRUSTEE Trustee or director | 0 | $0 |
| MYISHA WASHINGTON | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 12345 S EL MONTE RD, LOS ALTOS HLS, CA 94022-4504
- In care of
- % LISA MARKUS
- Principal officer (990 for 2024)
- KATHY PERINO, 12345 EL MONTE ROAD, LOS ALTOS HILLS, CA 94022
- Signed the 990
- KATHY PERINO, TRUSTEE
- Phone
- (408) 288-4400
- Return prepared by
- INEICH & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-3000476 or by the name VEBA TRUST FOR RETIREES OF FHDA.
- 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 PURPOSE OF THE PLAN IS TO REIMBURSE QUALIFIED FORMER EMPLOYEES OF THE DISTRICT ("ELIGIBLE PERSONS") FOR MONTHLY BASIC MEDICARE INSURANCE PREMIUMS UP TO THE AMOUNT OF THE MAXIMUM MONTHLY BASIC MEDICARE INSURANCE PREMIUM REIMBURSEMENT AMOUNT ESTABLISHED BY THE BOARD OF TRUSTEES.
Program accomplishments
- THE PURPOSE TO THE PLAN IS TO REIMBURSE QUALIFIED FORMER EMPLOYEES OF THE DISTRICT ("ELIGIBLE PERSONS") FOR MONTHLY BASIC MEDICARE INSURANCE PREMIUMS UP TO THE AMOUNT OF THE MAXIMUM MONTHLY BASIC MEDICARE INSURANCE PREMIUM REIMBURSEMENT AMOUNT ESTABLISHED BY THE BOARD OF TRUSTEES.Expenses $67,500 · revenue $187,660
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
- 47-3000476
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,685,955
- Income (IRS master file)
- $308,745
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $308,745 | $94,872 | $2,685,955 | XML |
| 990 | December 2023 | $301,551 | $106,760 | $2,483,611 | XML |
| 990 | December 2022 | $193,678 | $72,246 | $2,269,941 | 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 47-3000476).
Questions about VEBA TRUST FOR RETIREES OF FHDA
- What is the EIN of VEBA TRUST FOR RETIREES OF FHDA?
- The employer identification number (EIN) of VEBA TRUST FOR RETIREES OF FHDA is 47-3000476.
- Is VEBA TRUST FOR RETIREES OF FHDA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
- Are donations to VEBA TRUST FOR RETIREES OF FHDA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VEBA TRUST FOR RETIREES OF FHDA 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 VEBA TRUST FOR RETIREES OF FHDA 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 VEBA TRUST FOR RETIREES OF FHDA 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 VEBA TRUST FOR RETIREES OF FHDA?
- The 990 for the year ended December 31, 2024 names KATHY PERINO.
- Who are the officers and directors of VEBA TRUST FOR RETIREES OF FHDA?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does VEBA TRUST FOR RETIREES OF FHDA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $308,745, expenses of $94,872 and total assets of $2,685,955 at year end.
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