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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
2021-12-01
NTEE code, primary
Y11: Mutual and Membership Benefit Single Organization Support
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
$2,910,752
2021
Total expenses
$1,145,508
2021
Total assets
$5,890,704
2021
Num. employees
0
2021

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 DemarisExecutive Vice President and Chief Financial Officer

Financials for Exchange Bank Health and Welfare Benefit Plan

RevenuesFYE 12/2021
Total grants, contributions, etc.$0
Program services$2,859,768
Investment income and dividends$36,509
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$14,475
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,910,752

Form 990s for Exchange Bank Health and Welfare Benefit Plan

Fiscal year endingDate received by IRSFormPDF link
2020-122021-09-21990View PDF
2019-122021-06-24990View PDF
2018-122019-10-07990View PDF
2017-122018-12-22990View PDF
2016-122017-10-17990OView PDF
...and 7 more Form 990s
Data update history
April 13, 2022
Updated personnel
Identified 1 new personnel
April 8, 2022
Posted financials
Added Form 990 for fiscal year 2020
April 8, 2022
Posted financials
Added Form 990 for fiscal year 2019
September 30, 2020
Posted financials
Added Form 990 for fiscal year 2018
November 26, 2018
Posted financials
Added Form 990 for fiscal year 2017
Nonprofit Types
Grantmaking organizationsFraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
Funds one specific organizationNo 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
Y11: Mutual and Membership Benefit Single Organization Support
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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