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California Institute Of Technology Retiree Medical Plan Jpl Veba Tr

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$35.9M (2022)

Expenses
$15.1M (2022)

Total Assets
$200M (2022)

Total Liabilities
$256k (2022)

Source: Form 990 tax filings from 2015 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,932,581
Expenses
$15,147,525
Net Income
$20,785,056
Net Assets
$199,504,618
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,516,003
76.6%
Investment Income $8,084,242
22.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $839
0.0%
Net Inventory Sales $0
Other Revenue $331,497
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $9,598
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $199,760,277
Total Liabilities $255,659
Net Assets $199,504,618
Compensation
Key Employees and Officers Compensation Related Other
Northern Trust (See Schedule O) $9,598 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,087,404
Expenses
$15,431,433
Net Income
$29,655,971
Net Assets
$219,197,811
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,042,405
79.9%
Investment Income $8,739,375
19.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,258
0.0%
Net Inventory Sales $0
Other Revenue $304,366
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $9,592
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $219,471,647
Total Liabilities $273,836
Net Assets $219,197,811
Compensation
Key Employees and Officers Compensation Related Other
Northern Trust (See Schedule O) $9,592 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,792,033
Expenses
$15,181,375
Net Income
$26,610,658
Net Assets
$181,776,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,061,005
86.3%
Investment Income $4,691,134
11.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $908,243
2.2%
Net Inventory Sales $0
Other Revenue $131,651
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $9,826
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $181,986,214
Total Liabilities $209,576
Net Assets $181,776,638
Compensation
Key Employees and Officers Compensation Related Other
Northern Trust (See Schedule O) $9,826 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,562,634
Expenses
$15,124,184
Net Income
$22,438,450
Net Assets
$136,340,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,668,378
92.3%
Investment Income $2,275,366
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $618,890
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $8,793
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $136,524,249
Total Liabilities $184,169
Net Assets $136,340,080
Compensation
Key Employees and Officers Compensation Related Other
Northern Trust (See Schedule O) $8,793 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,211,328
Expenses
$14,615,713
Net Income
$24,595,615
Net Assets
$95,447,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,705,898
88.5%
Investment Income $4,268,397
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $237,033
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $25,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $95,595,643
Total Liabilities $148,407
Net Assets $95,447,236
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank (See Schedule O) $25,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,963,814
Expenses
$14,107,197
Net Income
$23,856,617
Net Assets
$80,625,465
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,308,500
93.0%
Investment Income $2,439,749
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $215,565
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $25,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $80,760,839
Total Liabilities $135,374
Net Assets $80,625,465
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank (See Schedule O) $25,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,054,696
Expenses
$13,532,581
Net Income
$21,522,115
Net Assets
$49,840,901
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,989,321
97.0%
Investment Income $888,734
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $176,641
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $25,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $49,966,678
Total Liabilities $125,777
Net Assets $49,840,901
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank (See Schedule O) $25,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,028,795
Expenses
$13,139,109
Net Income
$27,889,686
Net Assets
$26,905,584
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,972,803
97.4%
Investment Income $752,030
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,269
0.0%
Net Inventory Sales $0
Other Revenue $301,693
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $24,514
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,086,152
Total Liabilities $180,568
Net Assets $26,905,584

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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