Nonprofit · EIN 83-2286028
CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST
Tax-exempt · SAN JOSE, CA 95113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $7,830,151 | $381,793 | $7,448,358 | $55,491,573 | $0 | $55,491,573 |
| June 30, 2025 | 990 | $6,471,455 | $357,062 | $6,114,393 | $43,189,576 | $0 | $43,189,576 |
| June 30, 2024 | 990 | $7,635,904 | $215,673 | $7,420,231 | $34,442,265 | $0 | $34,442,265 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,486,557
- Investment income
- $1,343,594
- Net gain from sales of assets
- $124,107
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $228,649
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $228,649
- Management and general (functional)
- $153,144
Balance sheet and other
- Total assets, start of year
- $43,189,576
- Total assets, end of year
- $55,491,573
- Total liabilities, end of year
- $0
- Net assets, end of year
- $55,491,573
- Publicly traded securities
- $55,491,573
- Gross receipts
- $11,588,359
- Employees
- 0
- Year formed
- 2018
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | Trustee Institutional trustee | 1 | $0 |
990 for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | Trustee Institutional trustee | 1 | $0 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VOYA INSTITUTIONAL TRUST COMPANY | Trustee Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 E SANTA CLARA ST 3RD FLOOR WI, SAN JOSE, CA 95113-1903
- In care of
- % VOYA INSTITUTIONAL TRUST CO
- Principal officer (990 for 2025)
- VOYA Institutional Trust, One Orange Way, Windsor, CA 95113
- Signed the 990
- Voya Institutional Trust Company, Trustee
- Phone
- (408) 535-8152
California records
California keeps its own records of charities and corporations. Search them by EIN 83-2286028 or by the name CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST.
- 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
- Health Reimbursement arrangement by organization had approximately 1380 participants who received medical care in the amount of $228,648.89Expenses $228,649
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-2286028
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $55,491,573
- Income (IRS master file)
- $11,588,359
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $7,830,151 | $381,793 | $55,491,573 | XML |
| 990 | June 2025 | $6,471,455 | $357,062 | $43,189,576 | XML |
| 990 | June 2024 | $7,635,904 | $215,673 | $34,442,265 | XML |
| 990 | June 2023 | $4,694,710 | $223,856 | $26,816,766 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 83-2286028).
Questions about CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST
- What is the EIN of CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST?
- The employer identification number (EIN) of CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST is 83-2286028.
- Is CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST 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 CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended June 30, 2026 names VOYA Institutional Trust.
- Who are the officers and directors of CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended June 30, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does CITY OF SAN JOSE SWORN VEBA HEALTH SAVINGS TRUST have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $7,830,151, expenses of $381,793 and total assets of $55,491,573 at year end.
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All nonprofits in SAN JOSE · California · Mutual and membership benefit