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Nonprofit · EIN 95-4104208

SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR

Tax-exempt · WEST HILLS, CA 91304

Financials

$2M$4.2M2023$1.4M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,372,632$1,834,765-$462,133$20,649,878$1,337,770$19,312,108
December 31, 2023990$2,005,068$4,152,812-$2,147,744$21,041,843$1,267,602$19,774,241
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$8,252
Other revenue
$1,364,380

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$21,041,843
Total assets, end of year
$20,649,878
Total liabilities, end of year
$1,337,770
Net assets, end of year
$19,312,108
Net assets without donor restrictions
$19,312,108
Gross receipts
$1,372,632
Employees
0
Volunteers
0
Year formed
1988
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
BENEFITS COORDINATORS INCPLAN ADMINISTRATOR AND TRU
Institutional trustee
3$76,193
US BANKDIRECTED TRUSTEE AND CUSTO
Institutional trustee
1$7,796
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BENEFITS COORDINATORS INCPLAN ADMINISTRATOR AND TRU
Institutional trustee
3$76,738
US BANKDIRECTED TRUSTEE AND CUSTO
Institutional trustee
1$5,834

Address and contacts

Address (IRS master file)
8493 FARKALOWE AVE, WEST HILLS, CA 91304-0000
Principal officer (990 for 2024)
STEVE ROSEBAUGH, 8493 FARRALONE AVE 101, WEST HILLS, CA 91304
Signed the 990
STEVE ROSEBAUGH, TRUSTEE
Phone
(818) 631-7028
Return prepared by
KKAJ LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4104208 or by the name SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR.

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

Mission

PROVIDING INSURANCE BENEFIT PLANS FOR SMALL BUSINESS AND EMPLOYERS

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDING INSURANCE BENEFIT PLANS FOR SMALL BUSINESS AND EMPLOYERS

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
95-4104208
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1988
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$20,649,878
Income (IRS master file)
$1,372,632

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,372,632$1,834,765$20,649,878XML
990December 2023$2,005,068$4,152,812$21,041,843XML
990December 2022$838,336$2,780,425$24,492,016IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 95-4104208).

Questions about SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR

What is the EIN of SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR?
The employer identification number (EIN) of SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR is 95-4104208.
Is SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
Are donations to SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC 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 SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC 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 SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC 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 SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR?
The 990 for the year ended December 31, 2024 names STEVE ROSEBAUGH.
Who are the officers and directors of SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR?
The 990 for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $76,193 (BENEFITS COORDINATORS INC, PLAN ADMINISTRATOR AND TRU).
How much revenue does SOUTHERN CALIFORNIA MED PROF VOL EMPL BENE ASSOC TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,372,632, expenses of $1,834,765 and total assets of $20,649,878 at year end.

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