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Montebello Teachers Association Retiree Supplemental Health Plan

  • Montebello, CA
  • Tax-exempt since May 1988
  • EIN: 95-4134329

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.93M (2023)

Expenses
$4.09M (2023)

Total Assets
$17.2M (2023)

Total Liabilities
$0 (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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,925,721
Expenses
$4,086,592
Net Income
-$1,160,871
Net Assets
$17,215,046
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,382,850
81.4%
Investment Income $549,983
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,112
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,215,046
Total Liabilities $0
Net Assets $17,215,046
Compensation
Key Employees and Officers Compensation Related Other
Andy Shinn (Union Trustee) $0 $0 $0
Julian De La Torre (Trustee) $0 $0 $0
David Navar (Chairperson) $0 $0 $0
Doug Patzkowski (Non Voting Trst) $0 $0 $0
Elizabeth Gasca (Union Trustee) $0 $0 $0
Jill Marucut (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on June 13, 2024

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

View Filing
XML

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,088,775
Expenses
$3,804,478
Net Income
-$715,703
Net Assets
$17,501,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,434,548
78.8%
Investment Income $391,653
12.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $262,574
8.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,203,928
Total Liabilities $702,357
Net Assets $17,501,571
Compensation
Key Employees and Officers Compensation Related Other
Andy Shinn (Union Trustee) $0 $0 $0
Julian De La Torre (Trustee) $0 $0 $0
David Navar (Chairperson) $0 $0 $0
Doug Patzkowski (Non Voting Trst) $0 $0 $0
Elizabeth Gasca (Union Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on June 14, 2023

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

View Filing
XML

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,492,158
Expenses
$4,026,866
Net Income
-$534,708
Net Assets
$21,145,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,480,307
71.0%
Investment Income $375,663
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $636,188
18.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,889,268
Total Liabilities $743,970
Net Assets $21,145,298
Compensation
Key Employees and Officers Compensation Related Other
Brenda Wade (Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
Elizabeth Gasca (Union Trustee) $0 $0 $0
Andy Shinn (Union Trustee) $0 $0 $0
David Navar (Chairperson) $0 $0 $0
Doug Patzkowski (Non Voting Trst) $0 $0 $0
+ View more people

Document Links

990
Filed on June 10, 2022

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

View Filing
XML

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,239,723
Expenses
$3,828,867
Net Income
-$589,144
Net Assets
$20,903,692
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,606,581
80.5%
Investment Income $489,085
15.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $144,057
4.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,077,619
Total Liabilities $173,927
Net Assets $20,903,692
Compensation
Key Employees and Officers Compensation Related Other
Brenda Wade (Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
Elizabeth Gasca (Union Trustee) $0 $0 $0
Andy Shinn (Union Trustee) $0 $0 $0
Lorraine Richards (Non Voting Trst) $0 $0 $0
Doug Patzkowski (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on June 12, 2021

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

View Filing
XML

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,261,143
Expenses
$3,863,580
Net Income
-$602,437
Net Assets
$20,350,298
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,677,720
82.1%
Investment Income $575,987
17.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,436
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,350,298
Total Liabilities $0
Net Assets $20,350,298
Compensation
Key Employees and Officers Compensation Related Other
Brenda Wade (Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
Elizabeth Gasca (Union Trustee) $0 $0 $0
Andy Shinn (Union Trustee) $0 $0 $0
Lorraine Richards (Non Voting Trst) $0 $0 $0
Doug Patzkowski (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on June 12, 2020

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,499,491
Expenses
$3,482,104
Net Income
$2,017,387
Net Assets
$20,337,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,718,436
49.4%
Investment Income $518,406
9.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,262,649
41.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,337,000
Total Liabilities $0
Net Assets $20,337,000
Compensation
Key Employees and Officers Compensation Related Other
Brenda Wade (Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
Gilbert Gomez (Union Trustee) $0 $0 $0
Andy Shinn (Union Trustee) $0 $0 $0
Lorraine Richards (Non Voting Trst) $0 $0 $0
Doug Patzkowski (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on June 13, 2019

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,290,493
Expenses
$3,368,757
Net Income
-$78,264
Net Assets
$20,487,781
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,420,828
73.6%
Investment Income $588,970
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $280,695
8.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,487,781
Total Liabilities $0
Net Assets $20,487,781
Compensation
Key Employees and Officers Compensation Related Other
Brenda Wade (Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
Gilbert Gomez (Union Trustee) $0 $0 $0
Andy Shinn (Union Trustee) $0 $0 $0
Julian De La Torre (Union Trustee) $0 $0 $0
Lorraine Richards (Ex Officio) $0 $0 $0
Doug Patzkowski (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on June 4, 2018

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,299,717
Expenses
$3,221,756
Net Income
$77,961
Net Assets
$20,325,718
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,494,909
75.6%
Investment Income $552,238
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $252,570
7.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,475,343
Total Liabilities $149,625
Net Assets $20,325,718
Compensation
Key Employees and Officers Compensation Related Other
Brenda Wade (Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
Gilbert Gomez (Union Trustee) $0 $0 $0
Andy Shinn (Union Trustee) $0 $0 $0
Julian De La Torre (Ex Officio) $0 $0 $0
Lorraine Richards (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on June 1, 2017

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,947,775
Expenses
$2,937,809
Net Income
$9,966
Net Assets
$19,691,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,543,013
86.3%
Investment Income $510,087
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$105,325
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,711,174
Total Liabilities $19,471
Net Assets $19,691,703
Compensation
Key Employees and Officers Compensation Related Other
Brenda Wade (Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
Gilbert Gomez (Union Trustee) $0 $0 $0
Andy Shinn (Union Trustee) $0 $0 $0
Julian De La Torre (Ex Officio) $0 $0 $0
Lorraine Richards (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on June 1, 2016

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,766,975
Expenses
$2,692,112
Net Income
$1,074,863
Net Assets
$20,175,441
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,099,200
55.7%
Investment Income $467,647
12.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,200,128
31.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,195,608
Total Liabilities $20,167
Net Assets $20,175,441
Compensation
Key Employees and Officers Compensation Related Other
Brenda Wade (Trustee) $0 $0 $0
Kathy Schlotz (Non Voting Trst) $0 $0 $0
Roshan Shah (Union Trustee) $0 $0 $0
Gilbert Gomez (Union Trustee) $0 $0 $0
Andy Shinn (Union Trustee) $0 $0 $0
Julian De La Torre (Ex Officio) $0 $0 $0
Lorraine Richards (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on June 9, 2015

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,570,138
Expenses
$2,479,871
Net Income
$90,267
Net Assets
$18,240,931
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,177,064
84.7%
Investment Income $469,671
18.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$76,597
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,426,277
Total Liabilities $185,346
Net Assets $18,240,931

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,545,370
Expenses
$2,741,591
Net Income
-$196,221
Net Assets
$17,361,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,768,650
69.5%
Investment Income $475,630
18.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $301,090
11.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,608,478
Total Liabilities $246,865
Net Assets $17,361,613

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,142,847
Expenses
$2,592,419
Net Income
$550,428
Net Assets
$16,860,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,790,800
57.0%
Investment Income $460,921
14.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $891,126
28.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,873,525
Total Liabilities $13,500
Net Assets $16,860,025

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

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

Document Links

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 »

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

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.

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