Nonprofit · EIN 95-4704003
CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR
Tax-exempt · SPOKANE, WA 99205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $923,003 | $618,244 | $304,759 | $14,745,358 | $9,172 | $14,736,186 |
| June 30, 2024 | 990 | $943,408 | $607,513 | $335,895 | $13,244,168 | $6,697 | $13,237,471 |
| June 30, 2023 | 990 | $770,515 | $574,655 | $195,860 | $11,400,316 | $5,550 | $11,394,766 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $539,127
- Investment income
- $383,876
- Net gain from sales of assets
- $75,456
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $546,576
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,900
Balance sheet and other
- Total assets, start of year
- $13,244,168
- Total assets, end of year
- $14,745,358
- Total liabilities, end of year
- $9,172
- Net assets, end of year
- $14,736,186
- Publicly traded securities
- $14,716,889
- Net assets with donor restrictions
- $14,736,186
- Gross receipts
- $1,605,543
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1997
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Washington Trust Bank | Trustee Institutional trustee | 2 | $17,720 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Washington Trust Bank | Trustee Institutional trustee | 2 | $13,834 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Washington Trust Bank | Trustee Institutional trustee | 2 | $12,457 |
Address and contacts
- Address (IRS master file)
- PO BOX 5433, SPOKANE, WA 99205-0433
- In care of
- % CITY OF BURBANK
- Principal officer (990 for 2024)
- Steven R Sherman, PO Box 2127, Spokane, WA 99210
- Signed the 990
- Steven R Sherman, Trustee Representative
- Phone
- (509) 534-0600
- Return prepared by
- SCHOEDEL & SCHOEDEL CPAS PLLC
Mission
To provide participants and their dependents with medical benefits not provided by Social Security, Medicare, Medicaid, or any other medical insurance contract or plan.
Program accomplishments
- This trust holds the assets of the City of Burbank Welfare Benefit Plan (the Plan). The Plan was established on November 25, 1997. The Plan is a defined contribution, health and welfare benefit plan commonly referred to as a "health reimbursement arrangement" plan. The Plan is designed to be a tax-free account for participants to pay medical benefits not provided by Social Security, Medicare, or any other medical insurance contract or plan. The payments or reimbursements may not be made for items paid or payable by any other insurance contract or plan, or for expenses that are deducted by the participant under any Section of the Internal Revenue Code. The aforementioned expenses must be expenses of the participants, the spouses of the participants and/or the dependents of the participants.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-4704003
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,745,358
- Income (IRS master file)
- $1,605,543
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $923,003 | $618,244 | $14,745,358 | XML |
| 990 | June 2024 | $943,408 | $607,513 | $13,244,168 | IRS |
| 990 | June 2023 | $770,515 | $574,655 | $11,400,316 | XML |
| 990 | June 2022 | $645,126 | $575,838 | $10,079,312 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 95-4704003).
Questions about CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR
- What is the EIN of CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR?
- The employer identification number (EIN) of CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR is 95-4704003.
- Is CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
- Are donations to CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CITY OF BURBANK WELFARE BENEFIT PLAN VEBA 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 CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR 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 CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR 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 CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR?
- The 990 for the year ended June 30, 2025 names Steven R Sherman.
- Who are the officers and directors of CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,720 (Washington Trust Bank, Trustee).
- How much revenue does CITY OF BURBANK WELFARE BENEFIT PLAN VEBA TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $923,003, expenses of $618,244 and total assets of $14,745,358 at year end.
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