Nonprofit · EIN 77-6120304
SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR
Also known as FLORES RAYMOND R TTEE
Tax-exempt · SAN JOSE, CA 95192
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $108,999 | $117,873 | -$8,874 | $2,386,286 | $0 | $2,386,286 |
| December 31, 2024 | 990 | $125,092 | $110,466 | $14,626 | $2,395,160 | $0 | $2,395,160 |
| December 31, 2023 | 990 | $117,430 | $96,868 | $20,562 | $2,380,534 | $0 | $2,380,534 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $108,999
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $106,847
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,395,160
- Total assets, end of year
- $2,386,286
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,386,286
- Gross receipts
- $108,999
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1995
- 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 |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE (AS OF JUNE) Institutional trustee | 1 | $250 |
| PRINCIPAL TRUST COMPANY | TRUSTEE (THRU JUNE) Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $4,403 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 WASHINGTON SQ, SAN JOSE, CA 95192-0042
- Principal officer (990 for 2025)
- MATRIX TRUST COMPANY, 717 17TH STREET STE 1300, DENVER, CO 80202
- Signed the 990
- MATRIX TRUST COMPANY, TRUSTEE
- Phone
- (408) 924-1901
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6120304 or by the name SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR.
- 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
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- REIMBURSEMENT OF MEDICAL EXPENSES TOTALING $106,847 UNDER A HEALTH REIMBURSEMENT ARRANGEMENT WITH APPROXIMATELY ONE PARTICIPANT.
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
- 77-6120304
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,386,286
- Income (IRS master file)
- $108,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $108,999 | $117,873 | $2,386,286 | XML |
| 990 | December 2024 | $125,092 | $110,466 | $2,395,160 | XML |
| 990 | December 2023 | $117,430 | $96,868 | $2,380,534 | XML |
| 990 | December 2022 | $31,747 | $99,624 | $2,359,972 | 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 77-6120304).
Questions about SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR
- What is the EIN of SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR?
- The employer identification number (EIN) of SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR is 77-6120304.
- Is SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR 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 SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR 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 SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR 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 SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR?
- The 990 for the year ended December 31, 2025 names MATRIX TRUST COMPANY.
- Who are the officers and directors of SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR?
- The 990 for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $250 (MATRIX TRUST COMPANY, TRUSTEE (AS OF JUNE)).
- How much revenue does SPARTAN SHOPS INC POST-RETIREMENT MEDICAL EMPLOYEE BENEFIT TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $108,999, expenses of $117,873 and total assets of $2,386,286 at year end.
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