Mission
The trust provides health and welfare benefits for retired, eligible employees and eligible dependents of Elk Grove Unified School District.
Public Charity
Elk Grove Benefits Employee Retirement Trust
Based in Elk Grove, CA, Elk Grove Benefits Employee Retirement Trust operates as a Public Charity. The organization reported $31.5M in revenue, $23.3M in expenses, $270.5M in total assets for fiscal year 2025.
EIN: 680383938
Elk Grove, CA
Latest filing: 2025
Total Revenue$31.5M
Total Expenses$23.3M
Total Assets$270.5M
Grant Records0
Filing Years2021–2025
Where $100 goes at Elk Grove Benefits Employee Retirement Trust
How Elk Grove Benefits Employee Retirement Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$97
Programs
the work itself
$3
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $97 for programs
$97
The trust provides health and welfare benefits for the retired eligible employees and eligible dependents of Elk Grove Unified School District
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Mgmt. Director
Amari Watkins
Labor Director
Brian Patterson
Mgmt. Director
Corrie Buckmaster
Mgmt Director
Dave Neves
Mgmt. Co-Chair
David Reilly
Labor Director
Edgard Baltodano
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $31.5M | $23.3M | $270.5M |
| 2024 | $30.2M | $20.5M | $233.0M |
| 2023 | $32.7M | $19.5M | $206.9M |
| 2022 | $26.1M | $18.1M | $177.4M |
| 2021 | $24.0M | $16.5M | $203.5M |
Between 2021 and 2025, reported annual revenue grew from $24.0M to $31.5M (+31%), with total assets most recently reported at $270.5M.
Interactive year-over-year charts and full filing details available with membership.