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Employer Identification Number 68-0276662

Exchange Bank Health & Welfare Benefit Plan is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:Exchange Bank Health & Welfare Benefit Plan
Employer identification number (EIN):68-0276662
EIN Issuing AuthorityPhiladelphia, PA
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementThe VEBA was formed to provide funding for premiums for health insurance coverage and/or other welfare benefits for retired employees of Exchange Bank.
Number of Employees0
Number of Volunteers0
Year Formed1991

Organization Governance

Legal DomicileCA
Voting Members - Governing Body1
Voting Members - Independent0

Organization Financials

2023-12-31
Total unrelated business incomeUSD $ 273,958
Net unrelated business incomeUSD $ 205,081
Program Service Revenue from prior yearUSD $ 43,997
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 79,014
Investment Income from current yearUSD $ 273,958
Other Revenue from prior yearUSD $ 273,867
Other Revenue from current yearUSD $ 709,390
Gross receipts from all sourcesUSD $ 983,348
Net assets / fund balances at end of fiscal yearUSD $ 5,641,104
Net assets / fund balances at beginning of fiscal yearUSD $ 5,520,762
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 5,641,104
Total assets at beginning of fiscal yearUSD $ 5,520,762
Revenues less expenses for current yearUSD $ 412,926
Revenues less expenses for previous yearUSD $ -352,071
Total expenses for current yearUSD $ 570,422
Total expenses for previous yearUSD $ 748,949
Other expenses in current yearUSD $ 40,404
Other expenses in previous yearUSD $ 272,515
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 530,018
Benefits paid to or for members in previous yearUSD $ 476,434
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 983,348
Total revenue in previous fiscal yearUSD $ 396,878
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 709,390
2022-12-31
Total unrelated business incomeUSD $ 79,014
Net unrelated business incomeUSD $ 14,752
Program Service Revenue from prior yearUSD $ 2,859,768
Program Service Revenue from current yearUSD $ 43,997
Investment Income from prior yearUSD $ 50,984
Investment Income from current yearUSD $ 79,014
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 273,867
Gross receipts from all sourcesUSD $ 396,878
Net assets / fund balances at end of fiscal yearUSD $ 5,520,762
Net assets / fund balances at beginning of fiscal yearUSD $ 5,890,704
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 5,520,762
Total assets at beginning of fiscal yearUSD $ 5,890,704
Revenues less expenses for current yearUSD $ -352,071
Revenues less expenses for previous yearUSD $ 1,765,244
Total expenses for current yearUSD $ 748,949
Total expenses for previous yearUSD $ 1,145,508
Other expenses in current yearUSD $ 272,515
Other expenses in previous yearUSD $ 780,379
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 476,434
Benefits paid to or for members in previous yearUSD $ 365,129
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 396,878
Total revenue in previous fiscal yearUSD $ 2,910,752
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 273,867
2021-12-31
Total unrelated business incomeUSD $ 18,138
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,000,000
Program Service Revenue from current yearUSD $ 2,859,768
Investment Income from prior yearUSD $ 1,284,181
Investment Income from current yearUSD $ 50,984
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 5,404,543
Net assets / fund balances at end of fiscal yearUSD $ 5,890,704
Net assets / fund balances at beginning of fiscal yearUSD $ 4,121,402
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 5,890,704
Total assets at beginning of fiscal yearUSD $ 4,121,402
Revenues less expenses for current yearUSD $ 1,765,244
Revenues less expenses for previous yearUSD $ 1,921,385
Total expenses for current yearUSD $ 1,145,508
Total expenses for previous yearUSD $ 362,796
Other expenses in current yearUSD $ 780,379
Other expenses in previous yearUSD $ 20,344
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 365,129
Benefits paid to or for members in previous yearUSD $ 342,452
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,910,752
Total revenue in previous fiscal yearUSD $ 2,284,181
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2020-12-31
Total unrelated business incomeUSD $ 1,248,673
Net unrelated business incomeUSD $ 1,202,980
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 1,000,000
Investment Income from prior yearUSD $ 325,393
Investment Income from current yearUSD $ 1,284,181
Other Revenue from prior yearUSD $ 717,177
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 4,034,949
Net assets / fund balances at end of fiscal yearUSD $ 4,121,402
Net assets / fund balances at beginning of fiscal yearUSD $ 2,200,763
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 4,121,402
Total assets at beginning of fiscal yearUSD $ 2,200,763
Revenues less expenses for current yearUSD $ 1,921,385
Revenues less expenses for previous yearUSD $ 415,524
Total expenses for current yearUSD $ 362,796
Total expenses for previous yearUSD $ 627,046
Other expenses in current yearUSD $ 20,344
Other expenses in previous yearUSD $ 223,622
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 342,452
Benefits paid to or for members in previous yearUSD $ 403,424
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,284,181
Total revenue in previous fiscal yearUSD $ 1,042,570
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2019-12-31
Total unrelated business incomeUSD $ 479,079
Net unrelated business incomeUSD $ 444,393
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 388,480
Investment Income from current yearUSD $ 325,393
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 717,177
Gross receipts from all sourcesUSD $ 1,333,567
Net assets / fund balances at end of fiscal yearUSD $ 2,200,763
Net assets / fund balances at beginning of fiscal yearUSD $ 1,786,751
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 2,200,763
Total assets at beginning of fiscal yearUSD $ 1,786,751
Revenues less expenses for current yearUSD $ 415,524
Revenues less expenses for previous yearUSD $ -182,148
Total expenses for current yearUSD $ 627,046
Total expenses for previous yearUSD $ 570,628
Other expenses in current yearUSD $ 223,622
Other expenses in previous yearUSD $ 78,595
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 403,424
Benefits paid to or for members in previous yearUSD $ 492,033
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,042,570
Total revenue in previous fiscal yearUSD $ 388,480
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 717,177
2018-12-31
Total unrelated business incomeUSD $ 379,190
Net unrelated business incomeUSD $ 357,014
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 265,944
Investment Income from current yearUSD $ 388,480
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 712,262
Net assets / fund balances at end of fiscal yearUSD $ 1,786,751
Net assets / fund balances at beginning of fiscal yearUSD $ 1,969,657
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 1,786,751
Total assets at beginning of fiscal yearUSD $ 1,969,657
Revenues less expenses for current yearUSD $ -182,148
Revenues less expenses for previous yearUSD $ -300,976
Total expenses for current yearUSD $ 570,628
Total expenses for previous yearUSD $ 566,920
Other expenses in current yearUSD $ 78,595
Other expenses in previous yearUSD $ 71,873
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 492,033
Benefits paid to or for members in previous yearUSD $ 495,047
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 388,480
Total revenue in previous fiscal yearUSD $ 265,944
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2017-12-31
Total unrelated business incomeUSD $ 257,119
Net unrelated business incomeUSD $ 234,518
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 278,336
Investment Income from current yearUSD $ 265,944
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 568,295
Net assets / fund balances at end of fiscal yearUSD $ 1,969,657
Net assets / fund balances at beginning of fiscal yearUSD $ 2,270,633
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 1,969,657
Total assets at beginning of fiscal yearUSD $ 2,270,633
Revenues less expenses for current yearUSD $ -300,976
Revenues less expenses for previous yearUSD $ -253,703
Total expenses for current yearUSD $ 566,920
Total expenses for previous yearUSD $ 532,039
Other expenses in current yearUSD $ 71,873
Other expenses in previous yearUSD $ 125,527
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 495,047
Benefits paid to or for members in previous yearUSD $ 406,512
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 265,944
Total revenue in previous fiscal yearUSD $ 278,336
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2016-12-31
Total unrelated business incomeUSD $ 268,275
Net unrelated business incomeUSD $ 232,792
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 333,296
Investment Income from current yearUSD $ 278,336
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 625,597
Net assets / fund balances at end of fiscal yearUSD $ 2,270,633
Net assets / fund balances at beginning of fiscal yearUSD $ 2,524,336
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 2,270,633
Total assets at beginning of fiscal yearUSD $ 2,524,336
Revenues less expenses for current yearUSD $ -253,703
Revenues less expenses for previous yearUSD $ -101,654
Total expenses for current yearUSD $ 532,039
Total expenses for previous yearUSD $ 434,950
Other expenses in current yearUSD $ 125,527
Other expenses in previous yearUSD $ 52,156
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 406,512
Benefits paid to or for members in previous yearUSD $ 382,794
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 278,336
Total revenue in previous fiscal yearUSD $ 333,296
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 0
2015-12-31
Total unrelated business incomeUSD $ 321,179
Net unrelated business incomeUSD $ 296,971
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 229,676
Investment Income from current yearUSD $ 333,296
Other Revenue from prior yearUSD $ 5
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 655,028
Net assets / fund balances at end of fiscal yearUSD $ 2,524,336
Net assets / fund balances at beginning of fiscal yearUSD $ 2,625,990
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 2,524,336
Total assets at beginning of fiscal yearUSD $ 2,625,990
Revenues less expenses for current yearUSD $ -101,654
Revenues less expenses for previous yearUSD $ -249,808
Total expenses for current yearUSD $ 434,950
Total expenses for previous yearUSD $ 479,489
Other expenses in current yearUSD $ 52,156
Other expenses in previous yearUSD $ 128,371
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 0
Employee salary and benefits paid in previous yearUSD $ 0
Benefits paid to or for members in current yearUSD $ 382,794
Benefits paid to or for members in previous yearUSD $ 351,118
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 333,296
Total revenue in previous fiscal yearUSD $ 229,681
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 0

Other Company Names associated with EIN

EXCHANGE BANK HEALTH & WELFARE

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 680276662

USA Mailing Address
545 4th Street
Santa Rosa
CA
95401
Date first seen: 2007-01-01
Date last seen: 2024-09-24

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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