Nonprofit · EIN 95-4134329
MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN
Tax-exempt · SAN DIEGO, CA 92108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $3,315,545 | $4,141,608 | -$826,063 | $17,517,093 | $22,901 | $17,494,192 |
| August 31, 2024 | 990 | $3,623,762 | $3,977,630 | -$353,868 | $17,951,626 | $0 | $17,951,626 |
| August 31, 2023 | 990 | $2,925,721 | $4,086,592 | -$1,160,871 | $17,215,046 | $0 | $17,215,046 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,496,296
- Investment income
- $819,249
- Net gain from sales of assets
- $170,071
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,774,417
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $111,462
- Accounting fees
- $15,000
Balance sheet and other
- Total assets, start of year
- $17,951,626
- Total assets, end of year
- $17,517,093
- Total liabilities, end of year
- $22,901
- Net assets, end of year
- $17,494,192
- Publicly traded securities
- $17,482,845
- Gross receipts
- $5,378,564
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1987
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY SHINN | Union Trustee Trustee or director | 5 | $0 |
| Julian DeLaTorre | Trustee Trustee or director | 5 | $0 |
| David Navar | NON-VOTING TRUSTEE Trustee or director | 5 | $0 |
| Doug Patzkowski | Non-voting Trustee Trustee or director | 5 | $0 |
| Elizabeth Gasca | Union Trustee Trustee or director | 5 | $0 |
| RAFAEL GUTIERREZ | Union Trustee Trustee or director | 5 | $0 |
| VICTORIA LANDEROS-LOPEZ | CHAIRPERSON Trustee or director | 5 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY SHINN | Union Trustee Trustee or director | 5 | $0 |
| Julian DeLaTorre | Trustee Trustee or director | 5 | $0 |
| David Navar | Chairperson Trustee or director | 5 | $0 |
| Doug Patzkowski | Non-voting Trustee Trustee or director | 5 | $0 |
| Elizabeth Gasca | Union Trustee Trustee or director | 5 | $0 |
| ROSHAN SHAH | Union Trustee Trustee or director | 5 | $0 |
990 for the year ended August 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY SHINN | Union Trustee Trustee or director | 5 | $0 |
| Julian DeLaTorre | Trustee Trustee or director | 5 | $0 |
| David Navar | Chairperson Trustee or director | 5 | $0 |
| Doug Patzkowski | Non-voting Trst Trustee or director | 5 | $0 |
| Elizabeth Gasca | Union Trustee Trustee or director | 5 | $0 |
| Jill Marucut | Non-voting Trst Trustee or director | 5 | $0 |
| ROSHAN SHAH | Union Trustee Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 3530 CAMINO DEL RIO N STE 110, SAN DIEGO, CA 92108-1744
- In care of
- % COAST BENEFITS
- Principal officer (990 for 2024)
- Victoria Landeros-Lopez, 3530 CAMINO DEL RIO N STE 110, SAN DIEGO, CA 92108
- Signed the 990
- Victoria Landeros-Lopez, TRUSTEE
- Phone
- (800) 886-7559
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4134329 or by the name MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN.
- 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
PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- provide health and welfare benefits to eligible retired montebello teachers association members 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 95-4134329
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,517,093
- Income (IRS master file)
- $5,378,564
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $3,315,545 | $4,141,608 | $17,517,093 | XML |
| 990 | August 2024 | $3,623,762 | $3,977,630 | $17,951,626 | XML |
| 990 | August 2023 | $2,925,721 | $4,086,592 | $17,215,046 | XML |
| 990 | August 2022 | $3,088,775 | $3,804,478 | $18,203,928 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 95-4134329).
Questions about MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN
- What is the EIN of MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN?
- The employer identification number (EIN) of MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN is 95-4134329.
- Is MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN 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 MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN?
- The 990 for the year ended August 31, 2025 names Victoria Landeros-Lopez.
- Who are the officers and directors of MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN?
- The 990 for the year ended August 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MONTEBELLO TEACHERS ASSOCIATION RETIREE SUPPLEMENTAL HEALTH PLAN have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $3,315,545, expenses of $4,141,608 and total assets of $17,517,093 at year end.
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