The Stanford University Employee Benefits Trust For Post Retirement

Redwood City, CA
Tax-exempt since Oct. 1996
EIN: 94-3246199

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$36.1M (2023)

Expenses

$42.5M (2023)

Total Assets

$283M (2023)

Total Liabilities

$2.99M (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Aug.
2023

Revenue

$36,072,885

Expenses

$42,480,665

Net Income

-$6,407,780

Net Assets

$279,985,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$27,496,860	76.2%
Investment Income	$7,119,504	19.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,456,521	4.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$148,583	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$282,978,274
Total Liabilities	$2,992,784
Net Assets	$279,985,490

Compensation

Key Employees and Officers	Compensation	Related	Other
Vanguard Fiduciary Trust (Trustee)	$155,097	$166,098	$0

990

Filed on June 27, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$26,204,332

Expenses

$44,385,376

Net Income

-$18,181,044

Net Assets

$273,417,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$25,298,988	96.5%
Investment Income	$7,611,446	29.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$6,706,102
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$160,333	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$274,787,825
Total Liabilities	$1,370,139
Net Assets	$273,417,686

Compensation

Key Employees and Officers	Compensation	Related	Other
Vanguard Fiduciary Trust (Trustee)	$156,915	$249,706	$0

990

Filed on July 17, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$39,010,481

Expenses

$41,220,745

Net Income

-$2,210,264

Net Assets

$357,033,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$26,209,067	67.2%
Investment Income	$6,951,503	17.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,849,911	15.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$161,032	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$358,313,700
Total Liabilities	$1,279,964
Net Assets	$357,033,736

Compensation

Key Employees and Officers	Compensation	Related	Other
Vanguard Fiduciary Trust (Trustee)	$150,495	$166,272	$0

990

Filed on July 13, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$38,435,561

Expenses

$35,995,879

Net Income

$2,439,682

Net Assets

$308,069,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$26,111,347	67.9%
Investment Income	$6,488,470	16.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,835,744	15.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$149,257	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$309,226,138
Total Liabilities	$1,156,833
Net Assets	$308,069,305

Compensation

Key Employees and Officers	Compensation	Related	Other
Vanguard Fiduciary Trust (Trustee)	$141,034	$164,890	$0

990

Filed on Dec. 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2019

Revenue

$37,068,820

Expenses

$34,662,884

Net Income

$2,405,936

Net Assets

$273,018,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$28,303,195	76.4%
Investment Income	$6,557,527	17.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,208,098	6.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$137,772	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$274,218,039
Total Liabilities	$1,199,868
Net Assets	$273,018,171

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2018

Revenue

$36,006,951

Expenses

$32,898,742

Net Income

$3,108,209

Net Assets

$264,245,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$30,914,969	85.9%
Investment Income	$6,413,516	17.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$1,321,534
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$143,079	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$265,532,051
Total Liabilities	$1,286,161
Net Assets	$264,245,890

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Revenue

$29,200,267

Expenses

$30,098,306

Net Income

-$898,039

Net Assets

$243,928,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$21,699,128	74.3%
Investment Income	$5,777,318	19.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,723,821	5.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$130,926	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$245,576,234
Total Liabilities	$1,648,000
Net Assets	$243,928,234

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Revenue

$35,573,443

Expenses

$30,428,924

Net Income

$5,144,519

Net Assets

$222,846,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$30,082,104	84.6%
Investment Income	$5,185,204	14.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$306,135	0.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$114,677	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$225,403,942
Total Liabilities	$2,557,284
Net Assets	$222,846,658

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$37,983,807

Expenses

$30,494,473

Net Income

$7,489,334

Net Assets

$207,394,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$27,705,858	72.9%
Investment Income	$5,674,538	14.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,600,299	12.1%
Net Inventory Sales	$0
Other Revenue	$3,112	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$112,055	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$208,794,087
Total Liabilities	$1,399,307
Net Assets	$207,394,780

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$41,311,057

Expenses

$26,430,496

Net Income

$14,880,561

Net Assets

$217,687,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$27,862,499	67.4%
Investment Income	$6,482,269	15.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,966,289	16.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$106,084	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$218,859,729
Total Liabilities	$1,171,874
Net Assets	$217,687,855

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$34,423,333

Expenses

$27,024,178

Net Income

$7,399,155

Net Assets

$183,948,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$27,558,205	80.1%
Investment Income	$5,213,134	15.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,651,994	4.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$93,504	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$185,136,463
Total Liabilities	$1,187,659
Net Assets	$183,948,804

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$38,933,394

Expenses

$24,537,570

Net Income

$14,395,824

Net Assets

$163,433,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$34,451,270	88.5%
Investment Income	$4,129,104	10.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$353,020	0.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$78,968	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$164,531,237
Total Liabilities	$1,097,668
Net Assets	$163,433,569

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$35,542,861

Expenses

$22,118,648

Net Income

$13,424,213

Net Assets

$142,046,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$30,575,334	86.0%
Investment Income	$3,561,143	10.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,406,384	4.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$85,771	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$142,580,176
Total Liabilities	$533,507
Net Assets	$142,046,669

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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 »

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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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By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated October 30, 2024

The Stanford University Employee Benefits Trust For Post Retirement

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $36.1M (2023)

Expenses $42.5M (2023)

Total Assets $283M (2023)

Total Liabilities $2.99M (2023)

Tax Filings by Year

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2010

No Extracted Financial Data

Revenue

$36.1M (2023)

Expenses

$42.5M (2023)

Total Assets

$283M (2023)

Total Liabilities

$2.99M (2023)

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004