Nonprofit · EIN 85-6679037
DUDEK HEALTH AND WELFARE TR
Also known as CHRISTINE MOORE TTEE
Tax-exempt · ENCINITAS, CA 92024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,651,504 | $8,434,889 | $216,615 | $513,484 | $718,157 | -$204,673 |
| December 31, 2023 | 990 | $7,742,347 | $7,733,807 | $8,540 | $288,943 | $674,905 | -$385,962 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,651,504
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,617,344
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $288,943
- Total assets, end of year
- $513,484
- Total liabilities, end of year
- $718,157
- Net assets, end of year
- -$204,673
- Gross receipts
- $8,651,504
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- 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 |
|---|---|---|---|
| AMY PAUL | TRUSTEE Trustee or director | 1 | $0 |
| DANIELLE VOSS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY PAUL | TRUSTEE Trustee or director | 1 | $0 |
| DANIELLE VOSS | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 687 S COAST HIGHWAY 101 STE 110, ENCINITAS, CA 92024-3584
- Principal officer (990 for 2024)
- HELDER GUIMARAES, 687 S COAST HIGHWAY 101 110, ENCINITAS, CA 92024
- Signed the 990
- HELDER GUIMARAES, CFO
- Phone
- (760) 942-5147
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 85-6679037 or by the name DUDEK HEALTH AND WELFARE 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
THE TRUST EXISTS FOR THE PURPOSE OF RECEIVING CONTRIBUTIONS FROM THE SPONSORING ORGANIZATION, DUDEK, FOR THE BENEFIT OF THE GROUP'S PARTICIPATING EMPLOYEE MEMBERS, WHO ALSO ASSIST IN THE FUNDING OF THE TRUST, FOR THE PAYMENT OF CLAIMS AND EXPENSES INCURRED UNDER THE CORRESPONDING GROUP HEALTH AND WELFARE BENEFIT ARRANGEMENT THAT PROVIDES NONTAXABLE BENEFITS TO QUALIFYING EMPLOYEES AND THEIR DEPENDENTS. THE TRUST ALSO RECEIVES IRREVOCABLE EMPLOYER CONTRIBUTIONS FOR BONA FIDE FRINGE BENEFITS PAYMENTS MADE FOR THE BENEFIT OF EMPLOYEES SUBJECT TO THE SERVICE CONTRACT ACT.
Program accomplishments
- THE TRUST EXISTS FOR THE PURPOSE OF RECEIVING CONTRIBUTIONS FROM THE SPONSORING ORGANIZATION, DUDEK, FOR THE BENEFIT OF THE GROUP'S PARTICIPATING EMPLOYEE MEMBERS, WHO ALSO ASSIST IN THE FUNDING OF THE TRUST, FOR THE PAYMENT OF CLAIMS AND EXPENSES INCURRED UNDER THE CORRESPONDING GROUP HEALTH AND WELFARE BENEFIT ARRANGEMENT THAT PROVIDES NONTAXABLE BENEFITS TO QUALIFYING EMPLOYEES AND THEIR DEPENDENTS. THE TRUST ALSO RECEIVES IRREVOCABLE EMPLOYER CONTRIBUTIONS FOR BONA FIDE FRINGE BENEFITS PAYMENTS MADE FOR THE BENEFIT OF EMPLOYEES SUBJECT TO THE SERVICE CONTRACT ACT.
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
- 85-6679037
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $513,484
- Income (IRS master file)
- $8,651,504
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,651,504 | $8,434,889 | $513,484 | XML |
| 990 | December 2023 | $7,742,347 | $7,733,807 | $288,943 | XML |
| 990 | December 2022 | $6,401,402 | $6,542,265 | $314,318 | IRS |
| 990 | December 2021 | $5,308,569 | $5,524,639 | $320,948 | 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 85-6679037).
Questions about DUDEK HEALTH AND WELFARE TR
- What is the EIN of DUDEK HEALTH AND WELFARE TR?
- The employer identification number (EIN) of DUDEK HEALTH AND WELFARE TR is 85-6679037.
- Is DUDEK HEALTH AND WELFARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2023.
- Are donations to DUDEK HEALTH AND WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DUDEK HEALTH AND WELFARE 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 DUDEK HEALTH AND WELFARE 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 DUDEK HEALTH AND WELFARE 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 DUDEK HEALTH AND WELFARE TR?
- The 990 for the year ended December 31, 2024 names HELDER GUIMARAES.
- Who are the officers and directors of DUDEK HEALTH AND WELFARE TR?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does DUDEK HEALTH AND WELFARE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,651,504, expenses of $8,434,889 and total assets of $513,484 at year end.
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