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Nonprofit · EIN 95-7086061

LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

Tax-exempt · ROSEMEAD, CA 91770

Financials

$11.2M$11.3M2023$11.3M$10.5M2024$10.8M$8M2025
Revenue Expenses · by fiscal year end
Financials of LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$10,753,832$8,048,278$2,705,554$9,727,695$0$9,727,695
December 31, 2024990$11,303,286$10,491,318$811,968$7,022,141$0$7,022,141
December 31, 2023990$11,170,457$11,348,645-$178,188$6,210,173$0$6,210,173
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$10,500,000
Investment income
$253,832
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$7,950,810
Compensation of officers, directors and key employees
$3,468
Salaries, compensation and benefits (total)
$3,468
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$7,022,141
Total assets, end of year
$9,727,695
Total liabilities, end of year
$0
Net assets, end of year
$9,727,695
Gross unrelated business income
$253,832
Gross receipts
$18,817,453
Employees
0
Volunteers
0
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
BNY MELLONTRUSTEE
Institutional trustee
1.5$0$3,468
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensationOther / benefits
BNY MELLONTRUSTEE
Institutional trustee
1.5$0$2,168
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationOther / benefits
BNY MELLONTRUSTEE
Institutional trustee
1.5$0$2,680

Address and contacts

Address (IRS master file)
2244 WALNUT GROVE AVE, ROSEMEAD, CA 91770-3714
In care of
% THE NORTHERN TRUST CO
Principal officer (990 for 2025)
MARK CHILDS, 2244 WALNUT GROVE AVE, ROSEMEAD, CA 917703714
Signed the 990
MARK CHILDS, VP OF TAX
Phone
(626) 302-2627
Return prepared by
DELOITTE TAX LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-7086061 or by the name LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION.

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

Mission

THE ORGANIZATION WAS FORMED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS RETIREE MEMBERS, WHOM ARE MANAGEMENT, ADMINISTRATIVE AND COLLECTIVELY BARGAINED EMPLOYEES OF SOUTHERN CALIFORNIA EDISON.

990 for the year ended December 31, 2025

Program accomplishments

  • THE PRIMARY EXEMPT PURPOSE ACHIEVEMENT FOR THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) DURING THE YEAR WAS THE PAYMENT OF $7,950,810 IN HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
95-7086061
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,727,695
Income (IRS master file)
$18,817,453

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$10,753,832$8,048,278$9,727,695IRS
990December 2024$11,303,286$10,491,318$7,022,141XML
990December 2023$11,170,457$11,348,645$6,210,173XML
990December 2022$9,926,943$9,344,522$6,388,361IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 95-7086061).

Questions about LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

What is the EIN of LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION?
The employer identification number (EIN) of LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION is 95-7086061.
Is LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
Are donations to LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION?
The 990 for the year ended December 31, 2025 names MARK CHILDS.
Who are the officers and directors of LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does LONG-TERM DISABILITY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $10,753,832, expenses of $8,048,278 and total assets of $9,727,695 at year end.

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