Nonprofit · EIN 33-0078759
ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND
Tax-exempt · SAN DIEGO, CA 92112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $23,047,565 | $22,466,533 | $581,032 | $5,731,945 | $1,953,758 | $3,778,187 |
| March 31, 2024 | 990 | $21,344,846 | $20,255,048 | $1,089,798 | $5,199,038 | $1,784,640 | $3,414,398 |
| March 31, 2023 | 990 | $19,599,943 | $21,522,245 | -$1,922,302 | $3,785,015 | $1,514,159 | $2,270,856 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $22,745,588
- Investment income
- $301,977
- Net gain from sales of assets
- $122,973
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $21,169,530
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $82,647
- Accounting fees
- $76,171
Balance sheet and other
- Total assets, start of year
- $5,199,038
- Total assets, end of year
- $5,731,945
- Total liabilities, end of year
- $1,953,758
- Net assets, end of year
- $3,778,187
- Gross unrelated business income
- $301,977
- Gross receipts
- $23,613,275
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1984
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEX SAMUELSON | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON RICHIE | TRUSTEE Trustee or director | 1 | $0 |
| JIM SUMMERS | TRUSTEE Trustee or director | 1 | $0 |
| MITCHELL BURCH | SECRETARY Trustee or director, Officer | 1 | $0 |
| NIGEL CARY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| NOLI GAVINO | TRUSTEE Trustee or director | 1 | $0 |
| TAMI BARNHART-REESE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEX SAMUELSON | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON RICHIE | TRUSTEE Trustee or director | 1 | $0 |
| JIM SUMMERS | TRUSTEE Trustee or director | 1 | $0 |
| MITCHELL BURCH | SECRETARY Trustee or director, Officer | 1 | $0 |
| NIGEL CARY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| NOLI GAVINO | TRUSTEE Trustee or director | 1 | $0 |
| TAMI BARNHART-REESE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCHELL BURCH | SECRETARY (AS OF 07/22) Trustee or director, Officer | 1 | $0 |
| GEORGE KVAAS | TRUSTEE Trustee or director | 1 | $0 |
| NIGEL CARY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| NOLI GAVINO | TRUSTEE Trustee or director | 1 | $0 |
| JIM SUMMERS | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON RICHIE | TRUSTEE Trustee or director | 1 | $0 |
| TAMI BARNHART-REESE | TRUSTEE Trustee or director | 1 | $0 |
| KENNETH J RIHA | SECRETARY (THRU 07/22) Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12630, SAN DIEGO, CA 92112-3630
- In care of
- % STERES ALPERT & CARNE
- Principal officer (990 for 2024)
- NIGEL CARY, PO BOX 12630, SAN DIEGO, CA 92112
- Signed the 990
- NIGEL CARY, CHAIRMAN
- Phone
- (619) 683-2030
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0078759 or by the name ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR 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
THE TRUST FUND IS INTENDED TO PROVIDE A DISTINCT LEGAL ENTITY INTO WHICH MONIES MAY BE CONTRIBUTED BY PARTICIPATING EMPLOYERS AND EMPLOYEES FOR THE EXCLUSIVE PURPOSE OF CREATING AND ADMINISTERING AN EMPLOYEE WELFARE BENEFIT PLAN (OR PLANS) FOR THE BENEFIT OF PARTICIPATING EMPLOYEES, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION.
Program accomplishments
- TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED DEPENDENTS (1560 PARTICIPANTS)
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0078759
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,731,945
- Income (IRS master file)
- $23,613,275
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $23,047,565 | $22,466,533 | $5,731,945 | XML |
| 990 | March 2024 | $21,344,846 | $20,255,048 | $5,199,038 | XML |
| 990 | March 2023 | $19,599,943 | $21,522,245 | $3,785,015 | XML |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 33-0078759).
Questions about ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND
- What is the EIN of ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND?
- The employer identification number (EIN) of ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND is 33-0078759.
- Is ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR 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 ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND?
- The 990 for the year ended March 31, 2025 names NIGEL CARY.
- Who are the officers and directors of ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND?
- The 990 for the year ended March 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATED GENERAL CONTRCTS OF AMER SAN DIEGO CHP HLTH & WLFR TR FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $23,047,565, expenses of $22,466,533 and total assets of $5,731,945 at year end.
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