Nonprofit · EIN 68-0383938
ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST
Tax-exempt · ELK GROVE, CA 95758
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $31,540,948 | $23,290,414 | $8,250,534 | $270,501,696 | $169,930 | $270,331,766 |
| December 31, 2024 | 990 | $30,198,626 | $20,511,933 | $9,686,693 | $233,034,306 | $151,116 | $232,883,190 |
| December 31, 2023 | 990 | $32,727,592 | $19,517,848 | $13,209,744 | $206,919,209 | $116,671 | $206,802,538 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $8,123,817
- Net gain from sales of assets
- $218,617
- Other revenue
- $23,417,131
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $22,564,671
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $31,500
- Program services (functional)
- $22,678,984
- Management and general (functional)
- $611,430
Balance sheet and other
- Total assets, start of year
- $233,034,306
- Total assets, end of year
- $270,501,696
- Total liabilities, end of year
- $169,930
- Net assets, end of year
- $270,331,766
- Publicly traded securities
- $266,097,567
- Gross receipts
- $31,540,948
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1996
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kristen Coates | Mgmt. Director Trustee or director | 0 | $0 | $306,945 | $0 |
| David Reilly | Mgmt. Co-Chair Trustee or director | 0 | $0 | $270,758 | $35,511 |
| Amari Watkins | Mgmt. Director Trustee or director | 0 | $0 | $210,551 | $22,356 |
| Corrie Buckmaster | Mgmt. Director Trustee or director | 0 | $0 | $197,045 | $24,000 |
| Theresa Gannon | Labor Director Trustee or director | 0 | $0 | $149,815 | $21,480 |
| JD Watson | Labor Co-Chair Trustee or director | 0 | $0 | $147,493 | $15,797 |
| Brian Patterson | Labor Director Trustee or director | 0 | $0 | $120,138 | $15,540 |
| Rocio Galvan | Labor Director Trustee or director | 0 | $0 | $80,638 | $0 |
| Edgard Baltodano | Labor Director Trustee or director | 0 | $0 | $53,902 | $0 |
| Dave Neves | Mgmt Director Trustee or director | 0 | $0 | $49,159 | $0 |
| Eeanor Averitt | Labor Director Trustee or director | 0 | $0 | $0 | $0 |
| Ronald Brewer | Mgmt Director Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Amreek Singh | Mgmt. Director Trustee or director | 0 | $0 | $239,423 | $52,102 |
| David Reilly | Mgmt. Co-Chair Trustee or director | 0 | $0 | $258,054 | $31,769 |
| Kristen Coates | Mgmt. Director Trustee or director | 0 | $0 | $288,545 | $0 |
| Amari Watkins | Mgmt. Director Trustee or director | 0 | $0 | $198,998 | $22,356 |
| Theresa Gannon | Labor Direcotr Trustee or director | 0 | $0 | $147,679 | $49,679 |
| JD Watson | Labor Co-Chair Trustee or director | 0 | $0 | $141,149 | $15,919 |
| Brian Patterson | Labor Director Trustee or director | 0 | $0 | $113,816 | $14,500 |
| Rocio Galvan | Labor Director Trustee or director | 0 | $0 | $84,576 | $25,769 |
| Dave Neves | Mgmt Director Trustee or director | 0 | $0 | $47,953 | $0 |
| Edgard Baltodano | Labor Director Trustee or director | 0 | $0 | $41,684 | $0 |
| Jennifer Ballerini | Labor Director Trustee or director | 0 | $0 | $0 | $0 |
| Ronald Brewer | Mgmt Director Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| David Reilly | Mgmt. Co-Chair Trustee or director | 0 | $0 | $272,038 | $57,322 |
| Kristen Coates | Mgmt. Director Trustee or director | 0 | $0 | $277,384 | $28,465 |
| Amreek Singh | Mgmt. Director Trustee or director | 0 | $0 | $194,212 | $62,297 |
| Armando Fernandez | Labor Director Trustee or director | 0 | $0 | $166,006 | $34,363 |
| JD Watson | Labor Co-Chair Trustee or director | 0 | $0 | $138,962 | $29,414 |
| Brian Patterson | Labor Director Trustee or director | 0 | $0 | $115,332 | $21,732 |
| Amari Watkins | Mgmt. Director Trustee or director | 0 | $0 | $95,085 | $16,087 |
| Kember Tostado | Labor Director Trustee or director | 0 | $0 | $64,587 | $23,533 |
| Kelly Kammerer | Labor Director Trustee or director | 0 | $0 | $24,861 | $24,013 |
| Eleanor Averitt | Labor Director Trustee or director | 0 | $0 | $41,420 | $2,337 |
| Dave Neves | Mgmt Director Trustee or director | 0 | $0 | $39,936 | $0 |
Address and contacts
- Address (IRS master file)
- 9297 OFFICE PARK CIR STE 110, ELK GROVE, CA 95758-8071
- Signed the 990
- John D Watson, Labor Co-Chair
- Phone
- (916) 684-7120
- Website
- www.egbertbenefits.com
- Return prepared by
- JAMES MARTA & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0383938 or by the name ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST.
- 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 trust provides health and welfare benefits for retired, eligible employees and eligible dependents of Elk Grove Unified School District.
Program accomplishments
- The trust provides health and welfare benefits for the retired eligible employees and eligible dependents of Elk Grove Unified School District.Expenses $22,564,671 · revenue $23,417,131
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 | 990 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
- 68-0383938
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $270,501,696
- Income (IRS master file)
- $31,540,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $31,540,948 | $23,290,414 | $270,501,696 | XML |
| 990 | December 2024 | $30,198,626 | $20,511,933 | $233,034,306 | XML |
| 990 | December 2023 | $32,727,592 | $19,517,848 | $206,919,209 | XML |
| 990 | December 2022 | $26,133,969 | $18,118,246 | $177,359,282 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 68-0383938).
Questions about ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST
- What is the EIN of ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST?
- The employer identification number (EIN) of ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST is 68-0383938.
- Is ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST 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 ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST 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 ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $31,540,948, expenses of $23,290,414 and total assets of $270,501,696 at year end.
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- CONFERENCE OF WESTERN ATTORNEYS GENERAL EIN 68-0250561 · last filed 990 for 2025
- CPM EDUCATIONAL PROGRAM EIN 68-0331449 · last filed 990 for 2024
- ELK GROVE ADULT COMMUNITY TRAINING INC EIN 23-7184153 · last filed 990 for 2025
- VALLEY HI COUNTRY CLUB EIN 94-1508868 · last filed 990 for 2024
- ELK GROVE FOOD BANK SERVICES EIN 38-3664737 · last filed 990 for 2025
- SMALL BUSINESS MAJORITY FOUNDATION INC EIN 03-0576666 · last filed 990 for 2024
- CRLA SOUTHERN CALIFORNIA EIN 88-3423272 · last filed 990 for 2025