SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES
Cite this
Plain text SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/116607172. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/116607172
MLA “SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/116607172. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $532K · expenses $1.2M · assets $374.5M
- Also known as
- BARGAINED RETIREES
- EIN
- 11-6607172
- Address
- 393 EAST WALNUT STREET - 6TH FLOOR, PASADENA, CA 91188-0001
- NTEE code
- Y43
- Subsection
- 501(c)(9)
- Ruling year
- 2007
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE SCPMG VEBA TRUST FOR COLLECTIVELY BARGAINED RETIREES IS A TRUST SOLELY FOR THE INVESTMENT OF FUNDS TO SATISFY THE SCPMG OBLIGATION TO PROVIDE POST RETIREMENT BENEFITS TO EMPLOYEES OF SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| State Street Corporation Institution | TRUSTEE | 2020-2024 | $14,548 | $210,312 | 4 |
People by year
2024 · 1 person listed · 1 paid, $15K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET CORPORATION Institution | TRUSTEE | 1 | $14,548 | $0 | $0 | $14,548 | 4 |
2023 · 1 person listed · 1 paid, $27K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET CORPORATION Institution | TRUSTEE | 1 | $27,419 | $0 | $0 | $27,419 | 4 |
2022 · 1 person listed · 1 paid, $47K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET CORPORATION Institution | TRUSTEE | 1 | $46,805 | $0 | $0 | $46,805 | 4 |
2021 · 1 person listed · 1 paid, $91K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET CORPORATION Institution | TRUSTEE | 1 | $91,022 | $0 | $0 | $91,022 | 4 |
2020 · 1 person listed · 1 paid, $31K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET CORPORATION Institution | TRUSTEE | 1 | $30,518 | $0 | $0 | $30,518 | 4 |
Highest-paid independent contractors
2024 · 1 contractor · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| INVESCO LTD | ATLANTA, GA | INVESTMENT MANAGEMENT | $1,121,488 |
2023 · 1 contractor · $911K
| Name | Location | Service | Paid |
|---|---|---|---|
| INVESCO LTD | ATLANTA, GA | INVESTMENT MANAGEMENT | $911,286 |
2022 · 1 contractor · $919K
| Name | Location | Service | Paid |
|---|---|---|---|
| INVESCO LTD | ATLANTA, GA | INVESTMENT MGMT | $918,956 |
2021 · 1 contractor · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| INVESCO LTD | ATLANTA, GA | INVESTMENT MGMT | $1,083,011 |
2020 · 3 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| INVESCO LTD | ATLANTA, GA | INVESTMENT MGMT | $884,875 |
| BRIDGEWATER ASSOCIATES | WESTPORT, CT | INVESTMENT MGMT | $352,388 |
| MARATHON ASSET MANAGEMENT LLP | LONDON, 0 | INVESTMENT MGMT | $143,657 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $531,780 | $1,207,136 | $374,533,023 | $374,533,023 | $0 | $0 | $14,548 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $248,669 | $993,281 | $357,188,396 | $357,188,396 | $0 | $0 | $27,418 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $59,890 | $989,579 | $333,312,557 | $333,312,557 | $0 | $0 | $46,805 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $3,183,593 | $1,203,055 | $402,696,441 | $402,696,441 | $0 | $0 | $91,022 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $15,373,015 | $1,437,158 | $354,772,608 | $354,772,608 | $0 | $0 | $30,518 | 0 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| VEBA TRUST FOR RETIREES OF FHDA | CA | Y43 | $308,745 | $94,872 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TRUST FOR RETIREES OF ASSOCIATED CALIFORNIA SCHOOLS | CA | Y43 | $395,959 | $347,352 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| PALO ALTO FOUNDATION MEDICAL GROUP INC RETIREE HEALTH PLAN | CA | Y43 | $635,866 | $1,376,326 | ADMINISTRATOR | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST | CA | Y43 | $315,443 | $429,257 | Executive Dir. | $233,592 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| GSWC RETIREE MEDICAL TR | CA | Y43 | $952,463 | $683,623 | TRUSTEE | $1,799 | Same NTEE code Y43, revenue within 2x, same state |
| UDW AFSCME LOCAL 3930 SAN LUIS OBISPO COUNTY BENEFITS TR | CA | Y43 | $894,176 | $665,150 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x, same state |
| EMPLOYER CONTRIBUTION VEBA TRUST PEPPERDINE UNIVERSITY | CA | Y43 | $815,467 | $736,156 | CFO of Pepperdine University | $464,238 | Same NTEE code Y43, revenue within 2x, same state |
| TC CONSTRUCTION COMPANY INC VACATION AND SICK PAY TR | CA | Y43 | $698,639 | $718,472 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| UNITED DOMESTIC WORKERS AFSCME LOCAL 3930 EL DORADO CITY BENEFITS | CA | Y43 | $694,598 | $508,301 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x, same state |
| UDW AFSCME LOCAL 3930 SUTTER COUNTY BENEFITS | CA | Y43 | $402,018 | $328,692 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x, same state |
| IATSE LOCAL 16 TRAINING TRUST FUND | CA | Y43 | $489,749 | $487,825 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR | CA | Y43 | $461,955 | $423,165 | Trustee | $208,364 | Same NTEE code Y43, revenue within 2x, same state |
| WESTERN LABOR ALLIANCE HEALTH AND WELFARE PLAN | CA | Y43 | $420,497 | $306,541 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| UFCW VACATION COMPENSATION TRUST | CA | Y43 | $421,352 | $331,359 | TRUSTEE | $360,854 | Same NTEE code Y43, revenue within 2x, same state |
| SEBASTIAN HEALTH TR | CA | Y43 | $664,484 | $625,214 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TURLOCK FIREFIGHTERS LOCAL 2434 RETIREE HEALTH TR | CA | Y43 | $380,654 | $114,564 | Vice President | $0 | Same NTEE code Y43, revenue within 2x, same state |
| OAKLAND FIREFIGHTERS RETIREE SUBSIDY PLAN | CA | Y43 | $648,542 | $174,133 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| IBEW LOCAL 1245 INJURED WORKERS FUND | CA | Y43 | $619,305 | $696,290 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CALIFORNIA CONSTRUCTION INSURANCE TRUST WELFARE BENEFIT PLAN | CA | Y43 | $613,034 | $697,707 | SECRETARY | $0 | Same NTEE code Y43, revenue within 2x, same state |
| SAN MATEO CONSOLIDATED FIRE DEPARTMENT FUNDED HRA TRUST | CA | Y43 | $882,232 | $120,799 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| ROTARY DISTRICT 5300 FOUNDATION INC | CA | Y43 | $446,682 | $244,214 | CHAIRMAN & DIRECTOR | $0 | Same NTEE code Y43, revenue within 2x, same state |
| SAN FRANCISCO POLICE OFFICERS ASSOCIATION LEGAL DEFENSE FUND | CA | Y43 | $307,242 | $189,172 | TRUSTEE | $85,777 | Same NTEE code Y43, revenue within 2x, same state |
| RENESAS ELECTRONICS AMERICA INC | CA | Y43 | $509,257 | $531,872 | VP OF FINANCE, TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST | CA | Y43 | $655,932 | $568,561 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state |
| NECA-IBEW DRUG-FREE WORKFORCE TR | CA | Y43 | $530,538 | $408,638 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | DAF sponsor | $124,180 | 1 | 1 | 2020–2020 | ROTARY DISTRICT 5300 FOUNDATION INC |
| CALIFORNIA COMMUNITY FOUNDATION | DAF sponsor | $37,552 | 1 | 1 | 2013–2013 | ROTARY DISTRICT 5300 FOUNDATION INC |
| NEVADA COMMUNITY FOUNDATION INC | DAF sponsor | $14,000 | 1 | 1 | 2018–2018 | ROTARY DISTRICT 5300 FOUNDATION INC |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | $11,500 | 2 | 1 | 2023–2024 | PRIOR LAKE-SAVAGE AREA SCHOOLS VEBA TRUST |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $7,500 | 1 | 1 | 2024–2024 | ROTARY DISTRICT 5300 FOUNDATION INC |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $1,207,136 spent · pay $14,548 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $1,121,488 | - | - | - | 92.9% | |
| Fees: accounting | $62,600 | - | - | - | 5.2% | |
| Pay: officers, directors, trustees, key employees | $14,548 | - | - | - | 1.2% | |
| Fees: other services | $6,791 | - | - | - | 0.6% | |
| All other expenses | $1,709 | - | - | - | 0.1% | |
| Total | $1,207,136 | 100% |
2023 · Form 990 · $993,281 spent · pay $27,418 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $911,286 | - | - | - | 91.7% | |
| Fees: accounting | $29,900 | - | - | - | 3.0% | |
| Pay: officers, directors, trustees, key employees | $27,418 | - | - | - | 2.8% | |
| All other expenses | $18,461 | - | - | - | 1.9% | |
| Fees: other services | $6,216 | - | - | - | 0.6% | |
| Total | $993,281 | 100% |
2022 · Form 990 · $989,579 spent · pay $46,805 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $918,956 | - | - | - | 92.9% | |
| Pay: officers, directors, trustees, key employees | $46,805 | - | - | - | 4.7% | |
| Fees: accounting | $14,500 | - | - | - | 1.5% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $9,318 | - | - | - | 0.9% |
| Total | $989,579 | 100% |
2021 · Form 990 · $1,203,055 spent · pay $91,022 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $1,083,011 | - | - | - | 90.0% | |
| Pay: officers, directors, trustees, key employees | $91,022 | - | - | - | 7.6% | |
| Fees: accounting | $14,500 | - | - | - | 1.2% | |
| Other (as described) | FOREIGN INCOME TAXES | $7,205 | - | - | - | 0.6% |
| Other (as described) | MISCELLANEOUS EXPENSES | $5,900 | - | - | - | 0.5% |
| Fees: legal | $1,417 | - | - | - | 0.1% | |
| Total | $1,203,055 | 100% |
2020 · Form 990 · $1,437,158 spent · pay $30,518 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $1,303,800 | - | - | - | 90.7% | |
| Other (as described) | FOREIGN INCOME TAXES | $56,610 | - | - | - | 3.9% |
| Fees: accounting | $41,131 | - | - | - | 2.9% | |
| Pay: officers, directors, trustees, key employees | $30,518 | - | - | - | 2.1% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $5,099 | - | - | - | 0.4% |
| Total | $1,437,158 | 100% |