Nonprofit · EIN 68-0675310
CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN
Tax-exempt (reinstated) · SAN JOSE, CA 95112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,581,515 | $2,173,180 | $2,408,335 | $63,511,287 | $0 | $63,511,287 |
| December 31, 2024 | 990 | $4,182,789 | $2,509,729 | $1,673,060 | $55,579,973 | $0 | $55,579,973 |
| December 31, 2023 | 990 | $2,909,879 | $2,573,092 | $336,787 | $52,575,971 | $0 | $52,575,971 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,325,361
- Investment income
- $3,196,478
- Net gain from sales of assets
- $869,808
- Other revenue
- $59,676
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,164,062
- Compensation of officers, directors and key employees
- $8,654
- Salaries, compensation and benefits (total)
- $8,654
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $55,579,973
- Total assets, end of year
- $63,511,287
- Total liabilities, end of year
- $0
- Net assets, end of year
- $63,511,287
- Publicly traded securities
- $62,488,291
- Gross receipts
- $13,884,845
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- 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 |
|---|---|---|---|
| US BANK | TRUSTEE Institutional trustee | 1 | $8,654 |
| GREG MILLEMAN | VP, RATES & REGULATORY AFF Trustee or director, Officer | 1 | $0 |
| MICHELLE MORTENSEN | VP, CORPORATE SECRETARY TRUSTEE Trustee or director, Officer | 1 | $0 |
| SHAWN BUNTING | VP, GENERAL COUNSEL TRUSTEE Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK | TRUSTEE Institutional trustee | 1 | $7,250 |
| SHAWN BUNTING | VP, GENERAL COUNSEL TRUSTE Trustee or director, Officer | 1 | $0 |
| MICHELLE MORTENSEN | VP, CORPORATE SECRETARY TR Trustee or director, Officer | 1 | $0 |
| GREG MILLEMAN | VP, RATES & REGULATORY AFF Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK | TRUSTEE Institutional trustee | 1 | $6,833 |
| SHAWN BUNTING | VP, GENERAL COUNSEL TRUSTE Trustee or director, Officer | 1 | $0 |
| MICHELLE MORTENSEN | VP, CORPORATE SECRETARY TR Trustee or director, Officer | 1 | $0 |
| GREG MILLEMAN | VP, RATES & REGULATORY AFF Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1720 N 1ST ST, SAN JOSE, CA 95112-4508
- In care of
- % CALIFORNIA WATER SERVICE COMPANY
- Principal officer (990 for 2025)
- MICHELLE MORTENSEN, 1720 NORTH FIRST STREET, SAN JOSE, CA 951124508
- Signed the 990
- MICHELLE MORTENSEN, VP, CORPORATE SECRETARY
- Phone
- (408) 367-8200
- Return prepared by
- ERNST & YOUNG US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0675310 or by the name CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN.
- 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 VEBA IS USED TO PAY FOR THE COST OF POST-RETIREMENT MEDICAL, DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR QUALIFIED DEPENDENTS OF A COLLECTIVE BARGAINING UNIT.
Program accomplishments
- THE VEBA IS USED TO PAY FOR THE COST OF POST-RETIREMENT MEDICAL, DENTAL AND VISION BENEFITS TO MEMBERS AND THEIR QUALIFIED DEPENDENTS OF A COLLECTIVE BARGAINING UNIT.
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
- 68-0675310
- 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)
- $63,511,287
- Income (IRS master file)
- $13,884,845
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- August 3, 2011
- Reinstated
- Effective August 15, 2017
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,581,515 | $2,173,180 | $63,511,287 | XML |
| 990 | December 2024 | $4,182,789 | $2,509,729 | $55,579,973 | XML |
| 990 | December 2023 | $2,909,879 | $2,573,092 | $52,575,971 | XML |
| 990 | December 2022 | $5,455,570 | $2,086,274 | $47,331,236 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 68-0675310).
Questions about CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN
- What is the EIN of CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN?
- The employer identification number (EIN) of CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN is 68-0675310.
- Is CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective August 15, 2017.
- Are donations to CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN 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 WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN 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 CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN?
- The 990 for the year ended December 31, 2025 names MICHELLE MORTENSEN.
- Who are the officers and directors of CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN?
- The 990 for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $8,654 (US BANK, TRUSTEE).
- How much revenue does CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,581,515, expenses of $2,173,180 and total assets of $63,511,287 at year end.
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