Nonprofit · EIN 95-4496399
RAND RETIREE MEDICAL BENEFIT TR
Tax-exempt · SANTA MONICA, CA 90407
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,903,861 | $1,388,606 | $515,255 | $27,487,795 | $32,379 | $27,455,416 |
| December 31, 2023 | 990 | $638,643 | $1,246,110 | -$607,467 | $26,021,037 | $46,571 | $25,974,466 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $278,826
- Investment income
- $1,625,035
- Net gain from sales of assets
- $890,880
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,345,812
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,388,606
Balance sheet and other
- Total assets, start of year
- $26,021,037
- Total assets, end of year
- $27,487,795
- Total liabilities, end of year
- $32,379
- Net assets, end of year
- $27,455,416
- Publicly traded securities
- $21,791,694
- Gross unrelated business income
- $12,981
- Gross receipts
- $3,740,369
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The RAND Corporation | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| The RAND Corporation | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2138, SANTA MONICA, CA 90407-2138
- In care of
- % ERIC PELTZ
- Principal officer (990 for 2024)
- THE RAND CORPORATION, 1776 Main Street PO Box 2138, Santa Monica, CA 904072138
- Signed the 990
- THE RAND CORPORATION, NA
- Phone
- (310) 393-0411
- Website
- WWW.RAND.ORG
- Return prepared by
- ERNST & YOUNG US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4496399 or by the name RAND RETIREE MEDICAL BENEFIT TR.
- 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 FUNDS FOR MEDICAL BENEFITS OF ELIGIBLE RETIREES OF THE RAND CORPORATION.
Program accomplishments
- PROVIDE FUNDS FOR MEDICAL BENEFITS OF ELIGIBLE RETIREES OF THE RAND CORPORATION.Expenses $1,388,606 · revenue $278,826
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
- 95-4496399
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $27,487,795
- Income (IRS master file)
- $3,740,369
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,903,861 | $1,388,606 | $27,487,795 | IRS |
| 990 | December 2023 | $638,643 | $1,246,110 | $26,021,037 | XML |
| 990 | December 2022 | $1,130,345 | $1,294,645 | $24,007,783 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 95-4496399).
Questions about RAND RETIREE MEDICAL BENEFIT TR
- What is the EIN of RAND RETIREE MEDICAL BENEFIT TR?
- The employer identification number (EIN) of RAND RETIREE MEDICAL BENEFIT TR is 95-4496399.
- Is RAND RETIREE MEDICAL BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to RAND RETIREE MEDICAL BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RAND RETIREE MEDICAL BENEFIT 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 RAND RETIREE MEDICAL BENEFIT 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 RAND RETIREE MEDICAL BENEFIT 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 RAND RETIREE MEDICAL BENEFIT TR?
- The 990 for the year ended December 31, 2024 names THE RAND CORPORATION.
- Who are the officers and directors of RAND RETIREE MEDICAL BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does RAND RETIREE MEDICAL BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,903,861, expenses of $1,388,606 and total assets of $27,487,795 at year end.
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