Nonprofit · EIN 77-0178819
MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE
Tax-exempt · MODESTO, CA 95355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,206,515 | $1,065,499 | $141,016 | $12,218,262 | $0 | $12,218,262 |
| June 30, 2024 | 990 | $1,131,213 | $869,749 | $261,464 | $11,215,862 | $0 | $11,215,862 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $770,996
- Program service revenue
- $0
- Investment income
- $435,519
- Net gain from sales of assets
- $72,135
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $970,600
- Compensation of officers, directors and key employees
- $30,960
- Salaries, compensation and benefits (total)
- $30,960
- Professional fundraising fees
- $0
- Accounting fees
- $4,750
- Occupancy
- $36,000
- Program services (functional)
- $970,600
- Management and general (functional)
- $94,899
Balance sheet and other
- Total assets, start of year
- $11,215,862
- Total assets, end of year
- $12,218,262
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,218,262
- Publicly traded securities
- $11,882,841
- Net assets without donor restrictions
- $12,218,262
- Gross receipts
- $2,242,420
- Employees
- 0
- Year formed
- 1986
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Peterson | Chairman Trustee or director, Officer | 4 | $5,520 |
| Mike Doornewaard | Treasurer Trustee or director, Officer | 4 | $5,400 |
| Jeff Bakker | Secretary Trustee or director, Officer | 4 | $5,400 |
| Carrie Patino | Trustee Trustee or director | 4 | $3,960 |
| Jennifer James | Trustee Trustee or director, Officer | 4 | $3,560 |
| Judy Lyons | Trustee Trustee or director | 4 | $3,560 |
| Jeena Kraus | Trustee Trustee or director | 4 | $3,560 |
| Peter Rodgers | Executive Dir. Trustee or director, Officer | 4 | $0 |
| Cameron Guinn | Vice Chair Trustee or director, Officer | 4 | $0 |
| Nicole Inderbitzen | Trustee Trustee or director | 4 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Peterson | Chairman Trustee or director, Officer | 4 | $5,520 |
| Mike Doornewaard | Treasurer Trustee or director, Officer | 4 | $5,400 |
| Jeff Bakker | Secretary Trustee or director, Officer | 4 | $5,400 |
| Cameron Guinn | Vice Chair Trustee or director, Officer | 4 | $4,080 |
| Judy Lyons | Trustee Trustee or director | 4 | $3,360 |
| Carrie Patino | Trustee Trustee or director | 4 | $3,360 |
| Jeena Kraus | Trustee Trustee or director | 4 | $3,080 |
| Nicole Inderbitzen | Trustee Trustee or director | 4 | $280 |
| Peter Rodgers | Executive Dir. Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 817 COFFEE RD STE E, MODESTO, CA 95355-4241
- Signed the 990
- Peter Rodgers, Executive Director
- Phone
- (209) 526-0191
- Return prepared by
- Matos Accountancy
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0178819 or by the name MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE.
- 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 indirect reimbursement for medical insurance premiums incurred by eligible retirees.
Program accomplishments
- The Trust provides indirect reimbursement for medical insurance premiums incurred by eligible retirees.Expenses $970,600
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0178819
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,218,262
- Income (IRS master file)
- $2,242,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,206,515 | $1,065,499 | $12,218,262 | IRS |
| 990 | June 2024 | $1,131,213 | $869,749 | $11,215,862 | XML |
| 990 | June 2023 | $1,003,132 | $795,960 | $10,109,802 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 77-0178819).
Questions about MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE
- What is the EIN of MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE?
- The employer identification number (EIN) of MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE is 77-0178819.
- Is MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9).
- Which annual return does MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE 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 MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE?
- The 990 for the year ended June 30, 2025 lists 10 people; 7 received compensation from the organization, the highest $5,520 (Chris Peterson, Chairman).
- How much revenue does MTA MEDICAL BENEFIT FUND MTA MEDICAL BENEFIT BOARD TTEE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,206,515, expenses of $1,065,499 and total assets of $12,218,262 at year end.
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