Skip to main content

Nonprofit · EIN 91-2003780

IRVINE POLICE ASSOCIATION BENEFIT TRUST

Tax-exempt · SAN JOSE, CA 95113

Financials

$5.1M$2.3M2022$6M$2.4M2023$7.1M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of IRVINE POLICE ASSOCIATION BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,057,664$2,698,334$4,359,330$51,214,631$14,774$51,199,857
June 30, 2024990$5,951,874$2,425,908$3,525,966$44,171,213$10,110$44,161,103
June 30, 2023990$5,115,069$2,318,946$2,796,123$37,838,098$8,621$37,829,477
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,066,788
Investment income
$1,990,876
Net gain from sales of assets
$654,313
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,363,249
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$59,101
Accounting fees
$33,887

Balance sheet and other

Total assets, start of year
$44,171,213
Total assets, end of year
$51,214,631
Total liabilities, end of year
$14,774
Net assets, end of year
$51,199,857
Publicly traded securities
$50,336,971
Gross receipts
$14,002,353
Employees
0
Volunteers
2
Year formed
1999
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL WEISSCHAIRMAN
Trustee or director, Officer
1$0
BRIAN BROWNSECRETARY
Trustee or director, Officer
1$0
MATHEW ARAGONTRUSTEE
Trustee or director
1$0
NINA BERBIGLIATRUSTEE
Trustee or director
1$0
JON JARRETTTRUSTEE
Trustee or director
1$0
DARCY JONESTRUSTEE
Trustee or director
1$0
JAMES MOORETRUSTEE
Trustee or director
1$0
BRIAN SHIPPEETRUSTEE
Trustee or director
1$0
MARK SOMERSTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
MICHAEL WEISSCHAIRMAN
Trustee or director, Officer
1$0
BRIAN BROWNSECRETARY
Trustee or director, Officer
1$0
MATHEW ARAGONTRUSTEE
Trustee or director
1$0
NINA BERBIGLIATRUSTEE
Trustee or director
1$0
JON JARRETT AS OF 0424TRUSTEE
Trustee or director
1$0
DARCY JONESTRUSTEE
Trustee or director
1$0
JAMES MOORETRUSTEE
Trustee or director
1$0
BRIAN SHIPPEETRUSTEE
Trustee or director
1$0
MARK SOMERSTRUSTEE
Trustee or director
1$0
DAVE WILLS THRU 0424TRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
MICHAEL WEISSCHAIRMAN
Trustee or director, Officer
1$0
BRIAN BROWNSECRETARY
Trustee or director, Officer
1$0
MATHEW ARAGONTRUSTEE
Trustee or director
1$0
NINA BERBIGLIATRUSTEE
Trustee or director
1$0
DARCY JONESTRUSTEE
Trustee or director
1$0
JAMES MOORETRUSTEE
Trustee or director
1$0
BRIAN SHIPPEETRUSTEE
Trustee or director
1$0
MARK SOMERSTRUSTEE
Trustee or director
1$0
DAVE WILLSTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
160 W SANTA CLARA ST STE 1550, SAN JOSE, CA 95113-1734
In care of
% MCGREGOR & ASSOCIATES INC
Principal officer (990 for 2024)
MICHAEL WEISS, 12121 HARBOUR REACH DR 105, MUKILTEO, WA 98275
Signed the 990
MICHAEL WEISS, CHAIRMAN
Phone
(833) 468-4659
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 91-2003780 or by the name IRVINE POLICE ASSOCIATION BENEFIT TRUST.

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

Mission

NONE

990 for the year ended June 30, 2025

Program accomplishments

  • THE PLAN PROVIDES FOR REIMBURSEMENTS TO 420 RETIRED BENEFICIARIES OF HEALTH INSURANCE PREMIUMS AND QUALIFIED MEDICAL EXPENSES PAID BY THE BENEFICIARY.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
91-2003780
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$51,214,631
Income (IRS master file)
$14,002,353

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,057,664$2,698,334$51,214,631XML
990June 2024$5,951,874$2,425,908$44,171,213XML
990June 2023$5,115,069$2,318,946$37,838,098XML
990June 2022$4,854,545$2,106,616$33,096,171IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 91-2003780).

Questions about IRVINE POLICE ASSOCIATION BENEFIT TRUST

What is the EIN of IRVINE POLICE ASSOCIATION BENEFIT TRUST?
The employer identification number (EIN) of IRVINE POLICE ASSOCIATION BENEFIT TRUST is 91-2003780.
Is IRVINE POLICE ASSOCIATION BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
Are donations to IRVINE POLICE ASSOCIATION BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IRVINE POLICE ASSOCIATION BENEFIT 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 IRVINE POLICE ASSOCIATION BENEFIT TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IRVINE POLICE ASSOCIATION BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of IRVINE POLICE ASSOCIATION BENEFIT TRUST?
The 990 for the year ended June 30, 2025 names MICHAEL WEISS.
Who are the officers and directors of IRVINE POLICE ASSOCIATION BENEFIT TRUST?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does IRVINE POLICE ASSOCIATION BENEFIT TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,057,664, expenses of $2,698,334 and total assets of $51,214,631 at year end.

Other nonprofits in SAN JOSE

All nonprofits in SAN JOSE · California · Mutual and membership benefit