Nonprofit · EIN 68-0496395
SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND
Tax-exempt · COVINA, CA 91724
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $7,926,471 | $7,175,922 | $750,549 | $13,467,991 | $1,202,568 | $12,265,423 |
| December 31, 2024 | 990 | $7,574,948 | $6,360,859 | $1,214,089 | $12,057,460 | $1,041,023 | $11,016,437 |
| December 31, 2023 | 990 | $6,290,814 | $7,186,397 | -$895,583 | $10,717,371 | $1,212,408 | $9,504,963 |
| December 31, 2021 | 990 | $6,382,373 | $5,356,856 | $1,025,517 | $12,135,934 | $857,536 | $11,278,398 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,305,981
- Investment income
- $620,490
- Net gain from sales of assets
- $204,769
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,908,443
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $33,557
- Accounting fees
- $20,323
- Program services (functional)
- $7,175,922
Balance sheet and other
- Total assets, start of year
- $12,057,460
- Total assets, end of year
- $13,467,991
- Total liabilities, end of year
- $1,202,568
- Net assets, end of year
- $12,265,423
- Publicly traded securities
- $11,790,359
- Gross receipts
- $10,150,133
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY SMITH | TRUSTEE Trustee or director | 2 | $0 |
| TOM MAGNUSSEN | TRUSTEE Trustee or director | 2 | $0 |
| CARLOS MURRIETA | TRUSTEE Trustee or director | 2 | $0 |
| GENOVEVA AGUILAR | TRUSTEE Trustee or director | 2 | $0 |
| DAVID HUERTA | TRUSTEE Trustee or director | 2 | $0 |
| MARK SHARWOOD | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL COLLINS | TRUSTEE Trustee or director | 2 | $0 |
| TOM MAGNUSSEN | TRUSTEE Trustee or director | 2 | $0 |
| CARLOS MURRIETA | TRUSTEE Trustee or director | 2 | $0 |
| GENOVEVA AGUILAR | TRUSTEE Trustee or director | 2 | $0 |
| DAVID HUERTA | TRUSTEE Trustee or director | 2 | $0 |
| MARK SHARWOOD | TRUSTEE Trustee or director | 2 | $0 |
| LARRY SMITH | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL COLLINS | TRUSTEE Trustee or director | 2 | $0 |
| TOM MAGNUSSEN | TRUSTEE Trustee or director | 2 | $0 |
| CARLOS MURRIETA | TRUSTEE Trustee or director | 2 | $0 |
| GENOVEVA AGUILAR | TRUSTEE Trustee or director | 2 | $0 |
| DAVID HUERTA | TRUSTEE Trustee or director | 2 | $0 |
| MARK SHARWOOD | TRUSTEE Trustee or director | 2 | $0 |
| LARRY SMITH | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2021: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL COLLINS | TRUSTEE Trustee or director | 2 | $0 |
| TOM MAGNUSSEN | TRUSTEE Trustee or director | 2 | $0 |
| CARLOS MURRIETA | TRUSTEE Trustee or director | 2 | $0 |
| LARRY SMITH | TRUSTEE Trustee or director | 2 | $0 |
| GENOVEVA AGUILAR | TRUSTEE Trustee or director | 2 | $0 |
| DAVID HUERTA | TRUSTEE Trustee or director | 2 | $0 |
| MARK SHARWOOD | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 PARK VIEW DR STE 111, COVINA, CA 91724-3735
- In care of
- % MCGREGOR VAN DEMOERE INC
- Principal officer (990 for 2025)
- THOMAS MAGNUSSEN, 3935 HARNEY STREET SUITE 100, SAN DIEGO, CA 92110
- Signed the 990
- THOMAS MAGNUSSEN, TRUSTEE
- Phone
- (626) 279-3003
- Return prepared by
- Henningfield & Associates Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0496395 or by the name SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS 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
THE PLAN PROVIDES GROUP MEDICAL,DENTAL, VISION AND LIFE INSURANCE, AND RELATED BENEFITS FOR ALL ELIGIBLE EMPLOYEES OF THE SAN DIEGO CHAPTER OF THE SERVICE EMPLOYEES INTERNATIONAL UNION AND EMPLOYERS.
Program accomplishments
- THE PLAN PROVIDES GROUP MEDICAL, DENTAL, VISION AND LIFE INSURANCE, AND RELATED BENEFITS FOR ALL ELIGIBLE EMPLOYEES OF THE SAN DIEGO CHAPTER OF THE SERVICE EMPLOYEES INTERNATIONAL UNION.Expenses $7,175,922
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 | 990 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
- 68-0496395
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $13,467,991
- Income (IRS master file)
- $10,150,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $7,926,471 | $7,175,922 | $13,467,991 | XML |
| 990 | December 2024 | $7,574,948 | $6,360,859 | $12,057,460 | XML |
| 990 | December 2023 | $6,290,814 | $7,186,397 | $10,717,371 | XML |
| 990 | December 2022 | $5,915,538 | $6,132,884 | $10,844,957 | IRS |
| 990 | December 2021 | $6,382,373 | $5,356,856 | $12,135,934 | XML |
| 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 68-0496395).
Questions about SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND
- What is the EIN of SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND?
- The employer identification number (EIN) of SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND is 68-0496395.
- Is SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS 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-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND?
- The 990 for the year ended December 31, 2025 names THOMAS MAGNUSSEN.
- Who are the officers and directors of SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SEIU-USWW AND SAN DIEGO COUNTY EMPLOYERS TRUST FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $7,926,471, expenses of $7,175,922 and total assets of $13,467,991 at year end.
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