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EIN 68-0276662

Exchange Bank Health and Welfare Benefit Plan

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Santa Rosa
State
California
Year formed
1991
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The veba was formed to provide funding for premiums for Health insurance coverage (cont. On sch o) and/or other Welfare benefits for retired employees of Exchange Bank.
Total revenues
$983,348
2023
Total expenses
$570,422
2023
Total assets
$5,641,104
2023
Num. employees
0
2023

Program areas at Exchange Bank Health and Welfare Benefit Plan

The veba provides funding for premiums for Health and Welfare benefits for retired employees.

Personnel at Exchange Bank Health and Welfare Benefit Plan

NameTitle
Shari DemarisChief Operating Officer
Greg JahnExecutive Vice President and Chief Financial Officer

Financials for Exchange Bank Health and Welfare Benefit Plan

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$273,958
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$709,390
Total revenues$983,348

Form 990s for Exchange Bank Health and Welfare Benefit Plan

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-24990View PDF
2022-122023-08-24990View PDF
2021-122022-10-04990View PDF
2020-122021-09-21990View PDF
2019-122021-06-24990View PDF
...and 10 more Form 990s
Data update history
October 21, 2024
Used new vendors
Identified 1 new vendor, including
September 27, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 8, 2023
Posted financials
Added Form 990 for fiscal year 2021
April 13, 2022
Updated personnel
Identified 1 new personnel
April 8, 2022
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
545 4th St
Santa Rosa, CA 95404
Metro area
Santa Rosa-Petaluma, CA
County
Sonoma County, CA
Phone
(707) 524-3000
IRS details
EIN
68-0276662
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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