Nonprofit · EIN 36-4684548
WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR
Tax-exempt · PASO ROBLES, CA 93446
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $461,955 | $423,165 | $38,790 | $337,489 | $914 | $336,575 |
| December 31, 2023 | 990 | $527,296 | $475,236 | $52,060 | $297,785 | $0 | $297,785 |
| December 31, 2021 | 990 | $313,098 | $249,156 | $63,942 | $248,174 | $0 | $248,174 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $456,426
- Investment income
- $5,529
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $402,031
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $423,165
Balance sheet and other
- Total assets, start of year
- $297,785
- Total assets, end of year
- $337,489
- Total liabilities, end of year
- $914
- Net assets, end of year
- $336,575
- Net assets without donor restrictions
- $336,575
- Gross receipts
- $461,955
- Employees
- 0
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 | From related orgs |
|---|---|---|---|---|
| MATTHEW BOUSMAN | Trustee Trustee or director, Officer | 1 | $0 | $208,364 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MATTHEW BOUSMAN | Trustee Trustee or director, Officer | 1 | $0 | $186,141 |
990 for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MATTHEW BOUSMAN | Trustee Trustee or director, Officer | 1 | $0 | $94,800 |
Address and contacts
- Address (IRS master file)
- 2752 CONCRETE CT, PASO ROBLES, CA 93446-5936
- In care of
- % WHITAKER CONSTRUCTION GROUP INC
- Principal officer (990 for 2024)
- MATTHEW BOUSMAN, 2752 CONCRETE COURT, PASO ROBLES, CA 93446
- Signed the 990
- MATTHEW BOUSMAN, Trustee
- Phone
- (805) 226-4020
- Return prepared by
- LAWRENCE R MITCHELL & COMPANY CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 36-4684548 or by the name WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR.
- 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 ADMINISTER EMPLOYEES HEALTH, DENTAL, AND LIFE INSURANCE PREMIUMPAYMENTS, WITH THE COLLECTION OF BENEFITS EARNED THROUGH PREVAILINGWAGES FOR FIELD EMPLOYEES AND ADDITIONAL CONTRIBUTIONS FROM THEEMPLOYER (PLAN SPONSOR). THOSE FUNDS EARNED BY THE EMPLOYEES AND PROVIDED BY THE EMPLOYER ARE TRACKED BY INDIVIDUAL EMPLOYEE, AND AREUSED TO PAY THE EMPLOYEES MONTHLY HEALTH AND DENTAL INSURANCE PREMIUMSWHEN DUE. BALANCES ARE PAID OUT TO THE EMPLOYEE UPON TERMINATION ANDISSUED A FORM 1099.
Program accomplishments
- THE VAST MAJORITY OF REVENUES AND EXPENSES ARE GENERATED BY THEOPERATIONS OF THE EMPLOYEE BENEFIT TRUSTS (EBT) PLAN SPONSOR(EMPLOYER). THE REVENUE NOTED ABOVE CONSISTS OF DEPOSITS MADE BY THEEMPLOYER TO THE EBT ACCOUNT, WHICH IS TRACKED BY EMPLOYEE. THECALCULATION OF THE AMOUNTS DEPOSITED BY THE EMPLOYER ARE BASED ON THEAPPLICABLE RATES SET FORTH BY THE CALIFORNIA DEPARTMENT OF INDUSTRIALRELATIONS (CA DIR). CA DIR RATES DEPEND ON THE CRAFT PERFORMED BY THEEMPLOYEE ON PREVAILING WAGE-BASED JOBS. CONTRACTS THAT REQUIREPREVAILING WAGE RATES PAID TO THEIR EMPLOYEES ARE USUALLY WITHMUNICIPALITIES THAT RECEIVE THEIR PROJECT FUNDING FROM TAXPAYERDOLLARS. THE HEALTH PORTION OF THESE FRINGE BENEFITS ARE CALCULATED,ACCRUED, AND DEPOSITED TO THE EBTS BANK ACCOUNT MONTHLY BY THE EMPLOYER (EVEN THOUGH DEPOSITS ARE ONLY REQUIRED TO BE MADE QUARTERLY).THESE INDIVIDUALLY TRACKED FUNDS ARE THEN USED TO PAY FOR THEEMPLOYEES HEALTH AND DENTAL INSURANCE PREMIUMS. THE EMPLOYEE ALSOCONTRIBUTES AN ADDITIONAL AMOUNT BASED ON THE PERCENTAGE OF PRIVATEWAGE-BASED HOURS WORKED, DUE TO THE FACT THAT THE CA DIR SPECIFIES THATTHE PREVAILING WAGE BENEFITS EARNED CANNOT BE USED TO PAY FOR THEENTIRE PORTION OF THE EMPLOYEES PREMIUM, IF HE/SHE HAD PRIVATE WAGEEARNINGS IN THE SAME PERIOD. THUS, THE EXPENSES CONSIST OF THE HEALTHAND DENTAL INSURANCE PREMIUMS THAT ARE PAID OUT OF THE EBT.Expenses $402,031 · revenue $437,978
- REPORTED SEPARATELY FROM THE AMOUNTS NOTED ABOVE IN SECTION 4A, AREAMOUNTS THAT WERE PAID BY THE EMPLOYEE TO THE EBT PLAN, TOWARDS THEEMPLOYEES ACCOUNT, IN ORDER TO PROVIDE A SUFFICIENT BALANCE TO COVERTHEIR PREMIUMS DUE. THESE DEPOSITS ARE REQUIRED BY THE EMPLOYEE ATTIMES WHEN THE EMPLOYEE HAS NOT WORKED A SUFFICIENT NUMBER OF HOURSDURING THE MONTH TO COVER HIS/HER PREMIUMS DUE. FOR INSTANCE, IF THEREIS NOT ENOUGH WORK AVAILABLE TO THE EMPLOYEE, AND THE EMPLOYEES EBTBALANCE CANNOT COVER THEIR HEALTH AND DENTAL INSURANCE PREMIUMS, THEEMPLOYEE MUST COVER THE BALANCE OF THEIR PREMIUMS DUE BY DEPOSITINGADDITIONAL FUNDS TO THEIR EBT ACCOUNT. BY WORKING AN AVERAGE OF 40HOURS PER WEEK, THE EMPLOYEE IN ENSURED THAT HIS/HER PREMIUMS WILL BECOVERED BY THE AMOUNTS EARNED EITHER THROUGH THEIR PREVAILING WAGE HOURS WORKED ON PUBLIC CONTRACTS, OR FOR HOURS WORKED ON PRIVATE JOBS,WHICH THE PROPER PERCENTAGE OF THEIR PREMIUMS ARE COVERED BY THEEMPLOYER.Expenses $21,134 · revenue $18,448
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
- 36-4684548
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $337,489
- Income (IRS master file)
- $461,955
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $461,955 | $423,165 | $337,489 | XML |
| 990 | December 2023 | $527,296 | $475,236 | $297,785 | XML |
| 990 | December 2022 | $360,319 | $362,768 | $245,725 | IRS |
| 990 | December 2021 | $313,098 | $249,156 | $248,174 | XML |
| 990 | December 2020 | – | – | – | 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 36-4684548).
Questions about WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR
- What is the EIN of WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR?
- The employer identification number (EIN) of WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR is 36-4684548.
- Is WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR 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 WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR 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 WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR 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 WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR?
- The 990 for the year ended December 31, 2024 names MATTHEW BOUSMAN.
- Who are the officers and directors of WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $461,955, expenses of $423,165 and total assets of $337,489 at year end.
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