Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Public Charity
City of San Jose Sworn VEBA Health Savings Trust
Based in San Jose, CA, City of San Jose Sworn VEBA Health Savings Trust operates as a Public Charity. The organization reported $7.8M in revenue, $382K in expenses, $55.5M in total assets for fiscal year 2026.
EIN: 832286028
San Jose, CA
Voluntary Employees Beneficiary Associations Government)
NTEE: Y44
Latest filing: 2026
Total Revenue$7.8M
Total Expenses$382K
Total Assets$55.5M
Grant Records0
Filing Years2022–2026
Where $100 goes at City of San Jose Sworn VEBA Health Savings Trust
How City of San Jose Sworn VEBA Health Savings Trust divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.
$70
Programs
the work itself
$30
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 $70 for programs
$70
Health Reimbursement arrangement by organization had approximately 1380 participants who received medical care in the amount of $228,648.89
Source: Form 990 filings with the IRS, latest fiscal year 2026. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Trustee
Voya Institutional Trust Company
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2026 | $7.8M | $382K | $55.5M |
| 2025 | $6.5M | $357K | $43.2M |
| 2024 | $7.6M | $216K | $34.4M |
| 2023 | $4.7M | $224K | $26.8M |
| 2022 | $4.1M | $189K | $21.1M |
Between 2022 and 2026, reported annual revenue grew from $4.1M to $7.8M (+91%), with total assets most recently reported at $55.5M.
Interactive year-over-year charts and full filing details available with membership.