California Teachers Association Economic Benefits Trust

Trade

DBA: % CAROLE ANNE LUCKENBACH

Trade Association · BURLINGAME, CA · EIN 94-6665695

Provide permissable benefits VIA a VEBA trust to CTA members and beneficiaries.

In care of Carole ANNE Luckenbach

Donations are NOT tax-deductible

FY ending 2024-08-31

Revenue

$800K

Expenses

$7.2M

Assets

$178.1M

Liabilities

$337K

$18.9M$9.4M$0

1718192021222324

RevenueExpenses

Latest FY2024: $800K · Peak FY2017: $18.9M · Avg: $12.9M

CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST

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PO BOX 921

Burlingame, CA, 94011-092

Voting board members4

Independent members0

Conflict-of-interest policyNo

Whistleblower policyNo

Doc-retention policyNo

Audit committeeNo

990 reviewed by boardYes

Severance paymentsNo

Equity-based compNo

Supplemental retirement planNo

Public records

Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.

IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.

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