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Nonprofit · EIN 82-6735744

FERNANDEZ HOLDINGS HEALTH TR

Also known as KIRK R FERNANDEZ TTEE

Tax-exempt · PACIFIC PLSDS, CA 90272

Financials

$18.6M$18.7M2023$25.3M$25.6M2024
Revenue Expenses · by fiscal year end
Financials of FERNANDEZ HOLDINGS HEALTH TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$25,332,123$25,574,532-$242,409$509,757$53,138$456,619
December 31, 2023990$18,600,039$18,700,625-$100,586$959,878$260,850$699,028
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$25,332,096
Investment income
$27
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$21,870,927
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$47,578
Accounting fees
$57,390

Balance sheet and other

Total assets, start of year
$959,878
Total assets, end of year
$509,757
Total liabilities, end of year
$53,138
Net assets, end of year
$456,619
Gross receipts
$25,332,123
Employees
0
Volunteers
0
Year formed
2017
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
KIRK FERNANDEZTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KIRK FERNANDEZTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1029 SWARTHMORE AVE, PACIFIC PLSDS, CA 90272-2506
In care of
% FERNANDEZ HOLDINGS INC
Principal officer (990 for 2024)
JEREMY JOHNSON, 1029 N SWARTHMORE AVE, PACIFIC PALISADES, CA 90272
Signed the 990
JEREMY JOHNSON, PRESIDENT
Phone
(310) 593-0798
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 82-6735744 or by the name FERNANDEZ HOLDINGS HEALTH TR.

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

Mission

THE HEALTH TRUST WAS ESTABLISHED TO FUND MEDICAL AND PHARMACY BENEFITS FOR EMPLOYEES OF FERNANDEZ HOLDINGS, INC., AND OTHER EMPLOYERS IN ITS CONTROLLED GROUP OF COMPANIES THAT PARTICIPATE IN THE FERNANDEZ HOLDINGS HEALTH PLAN, WHICH IS SPONSORED BY FERNANDEZ HOLDINGS, INC., FOR THE BENEFIT OF ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE HEALTH TRUST WAS ESTABLISHED TO FUND MEDICAL BENEFITS FOR EMPLOYEES OF FERNANDEZ HOLDINGS, INC., AND OTHER EMPLOYERS IN ITS CONTROLLED GROUP OF COMPANIES THAT PARTICIPATE IN THE FERNANDEZ HOLDINGS HEALTH PLAN, WHICH IS SPONSORED BY FERNANDEZ HOLDINGS, INC., FOR THE BENEFIT OF ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS.

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
82-6735744
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$509,757
Income (IRS master file)
$25,332,123

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$25,332,123$25,574,532$509,757XML
990December 2023$18,600,039$18,700,625$959,878XML
990December 2022$14,203,854$14,316,445$799,614IRS
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 82-6735744).

Questions about FERNANDEZ HOLDINGS HEALTH TR

What is the EIN of FERNANDEZ HOLDINGS HEALTH TR?
The employer identification number (EIN) of FERNANDEZ HOLDINGS HEALTH TR is 82-6735744.
Is FERNANDEZ HOLDINGS HEALTH TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
Are donations to FERNANDEZ HOLDINGS HEALTH TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does FERNANDEZ HOLDINGS HEALTH 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 FERNANDEZ HOLDINGS HEALTH 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 FERNANDEZ HOLDINGS HEALTH 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 FERNANDEZ HOLDINGS HEALTH TR?
The 990 for the year ended December 31, 2024 names JEREMY JOHNSON.
Who are the officers and directors of FERNANDEZ HOLDINGS HEALTH TR?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does FERNANDEZ HOLDINGS HEALTH TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $25,332,123, expenses of $25,574,532 and total assets of $509,757 at year end.

Other nonprofits in PACIFIC PLSDS

All nonprofits in PACIFIC PLSDS · California · Mutual and membership benefit