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Nonprofit · EIN 95-7110165

SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST

Also known as ROSE MARC L TTEE

Tax-exempt · SEATTLE, WA 98125

Financials

$1M$555K2023$1.3M$565K2024
Revenue Expenses · by fiscal year end
Financials of SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,341,068$564,968$776,100$13,104,862$97,360$13,007,502
December 31, 2023990$1,026,659$554,739$471,920$11,299,334$93,238$11,206,096
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$721,571
Investment income
$619,497
Net gain from sales of assets
$335,382
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$391,226
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$41,215
Accounting fees
$13,500

Balance sheet and other

Total assets, start of year
$11,299,334
Total assets, end of year
$13,104,862
Total liabilities, end of year
$97,360
Net assets, end of year
$13,007,502
Publicly traded securities
$12,809,242
Gross receipts
$4,036,039
Employees
0
Volunteers
0
Year formed
2002
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
MATT NORRISCHAIRMAN
Trustee or director
0$0
MATT NICHOLSTRUSTEE
Trustee or director
0$0
JASON FREBETRUSTEE
Trustee or director
0$0
PAUL RADOMSKITRUSTEE
Trustee or director
0$0
ERIC WICKLANDTRUSTEE
Trustee or director
0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MATT NORRISCHAIRMAN
Trustee or director
0$0
MATT NICHOLSTRUSTEE
Trustee or director
0$0
JASON FREBETRUSTEE
Trustee or director
0$0
PAUL RADOMSKITRUSTEE
Trustee or director
0$0
ERIC WICKLANDTRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
155 NE 100TH ST STE 510, SEATTLE, WA 98125-8009
In care of
% SUSAN KOLB
Principal officer (990 for 2024)
Matt Norris, 12121 Harbour Reach Dr Ste 105, Mukilteo, WA 98275
Signed the 990
MATT NORRIS, CHAIRMAN
Phone
(425) 771-7359
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

TO PROVIDE A PORTION OR ALL OF THE REIMBURSEMENT OF PREMIUMS AND MEDICAL EXPENSES FOR CERTAIN RETIRED MEMBERS OF SANTA MONICA FIRE FIGHTERS LOCAL 1109.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE A PORTION OR ALL OF THE REIMBURSEMENT OF PREMIUMS AND MEDICAL EXPENSES FOR CERTAIN RETIRED MEMBERS OF SANTA MONICA FIRE FIGHTERS LOCAL 1109.
  • To provide a portion of all the reimbursement of premiums and medical expenses for certain retired members of Santa Monica Fire Fighters Local 1109.

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
95-7110165
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$13,104,862
Income (IRS master file)
$4,036,039

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,341,068$564,968$13,104,862IRS
990December 2023$1,026,659$554,739$11,299,334XML
990December 2022$1,080,655$472,201$9,616,493IRS
990December 2021–––IRS
990December 2020–––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 95-7110165).

Questions about SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST

What is the EIN of SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST?
The employer identification number (EIN) of SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST is 95-7110165.
Is SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
Are donations to SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST 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 SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST 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 SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST 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 SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names Matt Norris.
Who are the officers and directors of SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does SANTA MONICA FIREFIGHTERS HEALTH BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,341,068, expenses of $564,968 and total assets of $13,104,862 at year end.

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