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Nonprofit · EIN 81-6101173

CENTRAL VALLEY RETIREE MEDICAL TR

Also known as CVRMT

Tax-exempt · LOS ANGELES, CA 90017

Financials

$2.4M$849K2023$3.2M$810K2024
Revenue Expenses · by fiscal year end
Financials of CENTRAL VALLEY RETIREE MEDICAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,162,692$810,389$2,352,303$24,646,686$34,267$24,612,419
December 31, 2023990$2,448,418$848,910$1,599,508$21,126,190$69,491$21,056,699
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,371,914
Investment income
$790,778
Net gain from sales of assets
$147,994
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$462,795
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$37,528
Accounting fees
$32,686

Balance sheet and other

Total assets, start of year
$21,126,190
Total assets, end of year
$24,646,686
Total liabilities, end of year
$34,267
Net assets, end of year
$24,612,419
Publicly traded securities
$24,320,943
Gross receipts
$3,491,208
Employees
0
Volunteers
7
Year formed
2002
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.

NameTitleHours / weekCompensation
MATT PETTUSCHAIRMAN
Trustee or director, Officer
1$0
JUAN ALANISTRUSTEE
Trustee or director
1$0
MICHAEL AVILATRUSTEE
Trustee or director
1$0
JONATHAN GINGERICHTRUSTEE
Trustee or director
1$0
GERARD HILGARTTRUSTEE
Trustee or director
1$0
JESSE MIGUELTRUSTEE
Trustee or director
1$0
MATTHEW PONCETRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
MATT PETTUSCHAIRMAN
Trustee or director, Officer
1$0
JUAN ALANISTRUSTEE
Trustee or director
1$0
MICHAEL AVILATRUSTEE
Trustee or director
1$0
JONATHAN GINGERICHTRUSTEE
Trustee or director
1$0
GERARD HILGARTTRUSTEE
Trustee or director
1$0
JESSE MIGUELTRUSTEE
Trustee or director
1$0
MATTHEW PONCETRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1200 WILSHIRE BLVD FIFTH FLOOR, LOS ANGELES, CA 90017-1906
In care of
% DELTA HEALTH SYSTEMS
Principal officer (990 for 2024)
MATT PETTUS, 1200 WILSHIRE BLVD FIFTH FLOOR, LOS ANGELES, CA 900171906
Signed the 990
MATT PETTUS, CHAIRMAN
Phone
(562) 463-5000
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 81-6101173 or by the name CENTRAL VALLEY RETIREE MEDICAL TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

NONE

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST PROVIDED HEALTH PREMIUM AND EXPENSE REIMBURSEMENTS TO 112 RETIREES IN 2024.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
81-6101173
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$24,646,686
Income (IRS master file)
$3,491,208

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,162,692$810,389$24,646,686XML
990December 2023$2,448,418$848,910$21,126,190XML
990December 2022$2,490,025$747,706$17,406,104IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 81-6101173).

Questions about CENTRAL VALLEY RETIREE MEDICAL TR

What is the EIN of CENTRAL VALLEY RETIREE MEDICAL TR?
The employer identification number (EIN) of CENTRAL VALLEY RETIREE MEDICAL TR is 81-6101173.
Is CENTRAL VALLEY RETIREE MEDICAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
Are donations to CENTRAL VALLEY RETIREE MEDICAL TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CENTRAL VALLEY RETIREE MEDICAL 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 CENTRAL VALLEY RETIREE MEDICAL TR 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 CENTRAL VALLEY RETIREE MEDICAL TR 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 CENTRAL VALLEY RETIREE MEDICAL TR?
The 990 for the year ended December 31, 2024 names MATT PETTUS.
Who are the officers and directors of CENTRAL VALLEY RETIREE MEDICAL TR?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does CENTRAL VALLEY RETIREE MEDICAL TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,162,692, expenses of $810,389 and total assets of $24,646,686 at year end.

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