Nonprofit · EIN 85-6259957
HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ
Also known as WASHINGTON TRUST BANK TTEE
Tax-exempt · SPOKANE, WA 99201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $689,216 | $414,014 | $275,202 | $2,608,093 | $0 | $2,608,093 |
| December 31, 2023 | 990 | $592,502 | $306,742 | $285,760 | $2,392,332 | $0 | $2,392,332 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $459,863
- Investment income
- $229,353
- Net gain from sales of assets
- $144,754
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $374,571
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,392,332
- Total assets, end of year
- $2,608,093
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,608,093
- Publicly traded securities
- $2,608,093
- Gross receipts
- $1,065,824
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- State of legal domicile
- WA
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.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ALTA TRUST COMPANY | INSTITUTIONAL TRUSTEE Institutional trustee | 2 | $0 | $39,443 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| WASHINGTON TRUST BANK TRUSTEE | INSTITUTIONAL TRUSTEE Institutional trustee | 2 | $0 | $35,714 |
Address and contacts
- Address (IRS master file)
- 221 N WALL ST STE 201, SPOKANE, WA 99201-0822
- In care of
- % HEALTHINVEST HRA SERVICE MANAGER
- Principal officer (990 for 2024)
- PATRICIA REIMANN, 9380 STATION ST ST 450, LONE TREE, CO 80124
- Signed the 990
- PATRICIA REIMANN, TRUST OFFICER
- Phone
- (509) 838-5571
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE HIGH-QUALITY, TAX-ADVANTAGED HEALTH REIMBURSEMENT PLANS FOR PUBLIC EMPLOYERS IN THE STATES OF CALIFORNIA, NEVADA, AND ARIZONA.
Program accomplishments
- THIS TRUST HOLDS THE ASSETS OF THE HEALTHINVEST HRA VEBA TRUST FOR PUBLIC EMPLOYEES OF THE STATES OF CALIFORNIA, NEVADA, AND ARIZONA. THE PLAN PROVIDES A METHOD OF FUNDING QUALIFIED HEALTH AND WELFARE COSTS TO ITS PARTICIPANTS AND THEIR 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 85-6259957
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $2,608,093
- Income (IRS master file)
- $1,065,824
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $689,216 | $414,014 | $2,608,093 | XML |
| 990 | December 2023 | $592,502 | $306,742 | $2,392,332 | XML |
| 990 | December 2022 | $295,224 | $322,071 | $2,073,475 | 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 85-6259957).
Questions about HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ
- What is the EIN of HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ?
- The employer identification number (EIN) of HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ is 85-6259957.
- Is HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2022.
- Are donations to HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ 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 HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ 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 HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ 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 HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ?
- The 990 for the year ended December 31, 2024 names PATRICIA REIMANN.
- Who are the officers and directors of HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF CA NV & AZ have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $689,216, expenses of $414,014 and total assets of $2,608,093 at year end.
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