Nonprofit · EIN 26-1574455
OCU HEALTH & WELFARE TRUST
Tax-exempt · COVINA, CA 91724
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $123,830,070 | $26,996,924 | $96,833,146 | $297,725,916 | $2,399,943 | $295,325,973 |
| December 31, 2023 | 990 | $28,475,257 | $26,667,501 | $1,807,756 | $273,775,612 | $2,377,768 | $271,397,844 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $25,774,127
- Investment income
- $98,055,943
- Net gain from sales of assets
- $96,938,836
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $25,472,026
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $125,420
- Accounting fees
- $29,130
- Program services (functional)
- $26,996,924
Balance sheet and other
- Total assets, start of year
- $273,775,612
- Total assets, end of year
- $297,725,916
- Total liabilities, end of year
- $2,399,943
- Net assets, end of year
- $295,325,973
- Publicly traded securities
- $290,241,528
- Gross receipts
- $226,256,746
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT SULZBACH | TRUSTEE Trustee or director | 10 | $0 |
| DAWN FEIKEMA | TRUSTEE Trustee or director | 10 | $0 |
| MEGAN ORTEGA | TRUSTEE Trustee or director | 10 | $0 |
| JOHN FAGEAUX | TRUSTEE Trustee or director | 10 | $0 |
| REX MCNAMARA | TRUSTEE Trustee or director | 10 | $0 |
| DEBBIE KARMELICH | TRUSTEE Trustee or director | 10 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT SULZBACH | TRUSTEE Trustee or director | 10 | $0 |
| DAWN FEIKEMA | TRUSTEE Trustee or director | 10 | $0 |
| CHRISTOPHER RAPP | TRUSTEE Trustee or director | 10 | $0 |
| JOHN FAGEAUX | TRUSTEE Trustee or director | 10 | $0 |
| REX MCNAMARA | TRUSTEE Trustee or director | 10 | $0 |
| DEBBIE KARMELICH | TRUSTEE Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 PARK VIEW DR STE 111, COVINA, CA 91724-3735
- In care of
- % ASSOICIATED THIRD PARTY ADMIN
- Principal officer (990 for 2024)
- REX MCNAMARA, 1055 PARK VIEW DRIVE SUITE 111, COVINA, CA 91722
- Signed the 990
- REX MCNAMARA, TRUSTEE
- Phone
- (626) 434-2469
- Return prepared by
- Henningfield & Associates Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1574455 or by the name OCU HEALTH & WELFARE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND.
Program accomplishments
- HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND.Expenses $26,996,924
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1574455
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $297,725,916
- Income (IRS master file)
- $226,256,746
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $123,830,070 | $26,996,924 | $297,725,916 | XML |
| 990 | December 2023 | $28,475,257 | $26,667,501 | $273,775,612 | XML |
| 990 | December 2022 | $32,420,042 | $23,051,925 | $243,107,541 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1574455).
Questions about OCU HEALTH & WELFARE TRUST
- What is the EIN of OCU HEALTH & WELFARE TRUST?
- The employer identification number (EIN) of OCU HEALTH & WELFARE TRUST is 26-1574455.
- Is OCU HEALTH & WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to OCU HEALTH & WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OCU HEALTH & WELFARE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OCU HEALTH & WELFARE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OCU HEALTH & WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OCU HEALTH & WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names REX MCNAMARA.
- Who are the officers and directors of OCU HEALTH & WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does OCU HEALTH & WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $123,830,070, expenses of $26,996,924 and total assets of $297,725,916 at year end.
Other nonprofits in COVINA
- UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND EIN 01-0757287 · last filed 990 for 2024
- OPEN SOURCE COLLECTIVE EIN 82-2037583 · last filed 990 for 2024
- SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND EIN 68-0496395 · last filed 990 for 2025
- DEATH BENEFIT TR FOR THE SOUTHERN CAL DISTRICT COUNCIL OF LABORERS EIN 43-2114990 · last filed 990 for 2024
- BOWLS USA EIN 68-0463646 · last filed 990-EZ for 2024
- EMANATE HEALTH MEDICAL CENTER EIN 95-6006469 · last filed 990 for 2024
- LABORERS HEALTH AND WELFARE TRUST FOR SOUTHERN CALIFORNIA EIN 95-6093677 · last filed 990 for 2024
- CONSTRUCTION LABORERS VACATION TRUST FOR SOUTHERN CALIFORNIA EIN 95-6135795 · last filed 990 for 2024
All nonprofits in COVINA · California · Mutual and membership benefit