Stockton Regional Retiree Medical Tr, Dianna Garcia Ttee in Stockton, California (CA)

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Stockton Regional Retiree Medical Tr, Dianna Garcia Ttee
Employer Identification Number (EIN)656471973
Name of OrganizationStockton Regional Retiree Medical Tr
Secondary NameDianna Garcia Ttee
Address1234 W Oak St, Stockton, CA 95203-2606
SubsectionVoluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Ruling Date03/2010
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2011
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$2,473,985
Amount of Income$363,573
Form 990 Revenue Amount$363,573
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)


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Amount of income in 2011: $363,573 (it was $344,197 in 2010)
Stockton Regional Retiree Medical Tr, Dianna Garcia Ttee: 

 $363,573
Other organizations performing similar types of work: 

 $1,219,938

Assets in 2011: $2,473,985 (it was $2,266,405 in 2010)
This organization: 

 $2,473,985
Other organizations performing similar types of work: 

 $1,065,714

Financial snapshot ($)

Revenue for 2011

Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$363,573
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$289,406
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$74,167
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2011)
Total functional expenses$94,456
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$94,456
Balance Sheet (for 2011)
Total assets$2,473,985
Total liabilities$5,005
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$5,005
Total net assets or fund balances$2,468,980
Retained earnings, endowment, accumulated income, or other funds$2,468,980
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:Not provided
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Washington Software Alliance Employee Benefit TrustPO BOX 6, Mukilteo, WA 98275-0006WA2009-03$21,766,798
2San Bernardino County Retirement Medical Tr, Hoover Crystal Ttee157 W 5th St, Sn Bernrdno, CA 92415-1012CA2002-04$14,725,475
3Titan Tire Corporation Voluntary Retiree Benefit Trust, Emily Newport Ttee60 Boulevard Of The Allies 5th Fl, Pittsburgh, PA 15222-1209PA2009-01$14,689,996
4Southern Operators Health Fund, Brassell H Lynn TteePO BOX 1449, Goodlettsvlle, TN 37070-1449TN2006-09$13,861,825
5Trinity Health Welfare Benefit Tr, Paul Swanson Ttee20555 Victor Parkway, Livonia, MI 48152-7031MI2007-11$7,989,294
6Thunderbird Mining Co Retiree Health & Welfare Benefits Pl & Tr330 2nd Ave S Ste 310, Minneapolis, MN 55401-2212MN2008-06$4,333,745
7Robbinsdale Area School Health Reimbursement Arrangement Basic Pl230 Front St N, La Crosse, WI 54601-3219WI2004-12$712,040
8Vng-Nonunion Management Retiree VebaPO BOX 535007, Pittsburgh, PA 15253-5007PA2002-01$193,014
9The Turner Corporation Veba Trust375 Hudson St, New York, NY 10014-3658NY2008-01$8,540
10District Council 16 Northern California Health And Welfare Trus1640 S Loop Rd, Alameda, CA 94502-7089CA2011-01$71,491,210
11Southern Ca Pipe Trades Pensioners & Surviving Spouses Health Trust501 Shatto Pl Ste 5, Los Angeles, CA 90020-1730CA2011-11$55,315,946
12Aecom Government Services Inc Employee Benefit Trust555 S Flower St 37th Floor, Los Angeles, CA 90071-2300CA2011-04$20,892,101
13United Domestic Workers Benefits Trust, Flora Walker Ttee2760 5th Ave Ste 300, San Diego, CA 92103-6330CA2007-08$10,598,585
14California Charter Schools Association Employee Welfare Benef1107 9th St, Sacramento, CA 95814-3607CA2010-11$10,291,991
15Senior Care Center Management Llc, Granite Investment Group Sole Mbr2 Park Plz Ste 800, Irvine, CA 92614-8518CA2010-11$9,611,724
16Sdsu Foundation Health Veba Tr For Post Ret Health Care Benefits, Brents Juanita L Et Al Ttee5250 Campanile Dr, San Diego, CA 92182-1901CA1999-03$9,067,944
17Amgen Inc Voluntary Employees Beneficiary Association Trust1 Amgen Center Drive 37-1-C, Thousand Oaks, CA 91320-1730CA2009-04$8,585,143
18California Family Health Council Inc Voluntary Emp Benif Assoc Tr, Steinberg Elizabeth Ttee3600 Wlshre Blvd Ste 600, Los Angeles, CA 90010-2610CA2013-05$8,181,094
19California Trucking Association Health And Welfare Tr Fund, Mvi Administrators Inc Ttee1011 Cam Del Rio S Ste 300, San Diego, CA 92108-3567CA2011-11$7,483,799
20San Diego Gas & Electric Company Post-6 30 2008 Union Retiree Welfa101 Ash Street Hq07, San Diego, CA 92101-3017CA2010-10$5,978,450
Number of organizations performing similar types of work
Alaska7
Alabama13
Arkansas6
Arizona13
California146
Colorado19
Connecticut41
District of Columbia21
Delaware7
Florida50
Georgia30
Hawaii17
Iowa22
Idaho3
Illinois89
Indiana109
Kansas17
Kentucky7
Louisiana13
Massachusetts45
Maryland35
Maine7
Michigan76
Minnesota60
Missouri39
Mississippi4
Montana21
North Carolina64
North Dakota4
Nebraska7
New Hampshire10
New Jersey47
New Mexico6
Nevada12
New York181
Ohio107
Oklahoma18
Oregon19
Pennsylvania170
Rhode Island10
South Carolina11
South Dakota5
Tennessee28
Texas100
Utah12
Virginia56
Vermont1
Washington33
Wisconsin65
West Virginia12
Wyoming5
International7
Total1,907

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