Nonprofit · EIN 26-3902233
SEIU LOCAL 721 BENEFITS TRUST FUND
Tax-exempt · PASADENA, CA 91101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,652,039 | $3,433,548 | $1,218,491 | $12,773,252 | $52,871 | $12,720,381 |
| June 30, 2024 | 990 | $4,945,219 | $3,691,636 | $1,253,583 | $11,232,780 | $178,564 | $11,054,216 |
| June 30, 2023 | 990 | $4,876,922 | $3,866,029 | $1,010,893 | $9,594,178 | $79,265 | $9,514,913 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,432,471
- Investment income
- $219,568
- Net gain from sales of assets
- $11,685
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,566,123
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $24,000
- Accounting fees
- $25,800
Balance sheet and other
- Total assets, start of year
- $11,232,780
- Total assets, end of year
- $12,773,252
- Total liabilities, end of year
- $52,871
- Net assets, end of year
- $12,720,381
- Publicly traded securities
- $9,216,403
- Gross receipts
- $6,392,775
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1973
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMBOA WRIGHT | TRUSTEE Trustee or director | 0 | $0 |
| ADOLFO GRANADOS | ALTERNATE TRUSTEE Trustee or director | 0 | $0 |
| JAIME LOPEZ | TRUSTEE Trustee or director | 0 | $0 |
| RAMON RUBALCAVA | ALTERNATIVE TRUSTEE (FORMER) Trustee or director | 0 | $0 |
| DAVID GREEN | CHAIRMAN Trustee or director | 0 | $0 |
| RUBEN SOTO | ALTERNATE TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMBOA WRIGHT | TRUSTEE Trustee or director | 1 | $0 |
| BOB SCHOONOVER | CHAIRMAN (FORMER) Trustee or director | 0 | $0 |
| JAIME LOPEZ | TRUSTEE Trustee or director | 1 | $0 |
| RAMON RUBALCAVA | ALTERNATIVE TRUSTEE (FORMER) Trustee or director | 0 | $0 |
| DAVID GREEN | CHAIRMAN Trustee or director | 1 | $0 |
| RUBEN SOTO | ALTERNATIVE TRUSTEE Trustee or director | 1 | $0 |
| ADOLFO GRANADOS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIMBOA WRIGHT | TRUSTEE Trustee or director | 1 | $0 |
| JAIME LOPEZ | TRUSTEE Trustee or director | 1 | $0 |
| RAMON RUBACLAVA | Alternative Trustee Trustee or director | 1 | $0 |
| BOB SCHOONOVER | Chairperson Trustee or director | 1 | $0 |
| DAVID GREEN | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 S LOS ROBLES STE 320, PASADENA, CA 91101-2479
- In care of
- % ANGELICA RIOS
- Principal officer (990 for 2024)
- DAVID GREEN, 1545 WILSHIRE BLVD STE 100, LOS ANGELES, CA 90017
- Signed the 990
- DAVID GREEN, CHAIRMAN BD. OF TR
- Phone
- (909) 520-2618
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-3902233 or by the name SEIU LOCAL 721 BENEFITS TRUST FUND.
- 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
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE O
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-3902233
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $12,773,252
- Income (IRS master file)
- $6,392,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,652,039 | $3,433,548 | $12,773,252 | XML |
| 990 | June 2024 | $4,945,219 | $3,691,636 | $11,232,780 | XML |
| 990 | June 2023 | $4,876,922 | $3,866,029 | $9,594,178 | XML |
| 990 | June 2022 | $5,141,753 | $4,029,615 | $8,603,622 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 26-3902233).
Questions about SEIU LOCAL 721 BENEFITS TRUST FUND
- What is the EIN of SEIU LOCAL 721 BENEFITS TRUST FUND?
- The employer identification number (EIN) of SEIU LOCAL 721 BENEFITS TRUST FUND is 26-3902233.
- Is SEIU LOCAL 721 BENEFITS TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to SEIU LOCAL 721 BENEFITS TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SEIU LOCAL 721 BENEFITS TRUST FUND 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 SEIU LOCAL 721 BENEFITS TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SEIU LOCAL 721 BENEFITS TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SEIU LOCAL 721 BENEFITS TRUST FUND?
- The 990 for the year ended June 30, 2025 names DAVID GREEN.
- Who are the officers and directors of SEIU LOCAL 721 BENEFITS TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SEIU LOCAL 721 BENEFITS TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,652,039, expenses of $3,433,548 and total assets of $12,773,252 at year end.
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All nonprofits in PASADENA · California · Mutual and membership benefit