Nonprofit · EIN 88-6002904
ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND
Also known as 357 LOCAL UNION
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $54,047,393 | $51,877,085 | $2,170,308 | $58,177,713 | $24,314,951 | $33,862,762 |
| December 31, 2023 | 990 | $73,014,858 | $55,003,445 | $18,011,413 | $57,191,417 | $25,820,142 | $31,371,275 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $48,678,643
- Investment income
- $2,051,617
- Net gain from sales of assets
- $265,409
- Other revenue
- $3,317,133
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $44,058,147
- Other salaries and wages
- $218,975
- Salaries, compensation and benefits (total)
- $310,577
- Professional fundraising fees
- $0
- Legal fees
- $142,502
- Accounting fees
- $90,991
- Depreciation
- $118,599
Balance sheet and other
- Total assets, start of year
- $57,191,417
- Total assets, end of year
- $58,177,713
- Total liabilities, end of year
- $24,314,951
- Net assets, end of year
- $33,862,762
- Land, buildings and equipment
- $1,742,975
- Publicly traded securities
- $29,395,449
- Gross receipts
- $124,805,571
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1956
- State of legal domicile
- NV
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 | Other / benefits |
|---|---|---|---|---|
| CANDACE MADDEN | FUND NURSE Highest-paid employee | 48 | $163 | $53,191 |
| KEVIN KERBS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAQUEL DEXTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RICHARD WORK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MATHEW DUSTIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MATT LISOWSKI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HEATHER AVILA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BOBBY HOUSE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEANNE MATTERA | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CANDACE MADDEN | FUND NURSE Highest-paid employee | 48 | $154,080 | $51,913 |
| KEVIN KERBS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RAQUEL DEXTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| RICHARD WORK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MATHEW DUSTIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MATT LISOWSKI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HEATHER AVILA | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
- In care of
- % ZENITH ADMIN
- Principal officer (990 for 2024)
- MAX CARTER II, 8311 W SUNSET RD SUITE 250, LAS VEGAS, NV 89113
- Signed the 990
- KEVIN KERBS, TRUSTEE
- Phone
- (702) 415-2188
- Return prepared by
- BERRY & COMPANY CPA'S LTD
California records
California keeps its own records of charities and corporations. Search them by EIN 88-6002904 or by the name ELECTRICAL WORKERS HEALTH & WELFARE 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
TO PROVIDE HEALTH & WELFARE BENEFIT COVERAGE FOR PARTICIPANTS AND THEIR BENEFICIARIES
Program accomplishments
- TO PROVIDE HEALTH & WELFARE BENEFIT COVERAGE FOR PARTICIPANTS AND THEIR BENEFICIARIES
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
- 88-6002904
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $58,177,713
- Income (IRS master file)
- $124,805,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $54,047,393 | $51,877,085 | $58,177,713 | IRS |
| 990 | December 2023 | $73,014,858 | $55,003,445 | $57,191,417 | XML |
| 990 | December 2022 | $51,000,350 | $52,908,095 | $36,315,629 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 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 88-6002904).
Questions about ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND
- What is the EIN of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND is 88-6002904.
- Is ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
- Are donations to ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELECTRICAL WORKERS HEALTH & WELFARE 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 ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND 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 ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND 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 ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 names MAX CARTER II.
- Who are the officers and directors of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $163 (CANDACE MADDEN, FUND NURSE).
- How much revenue does ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $54,047,393, expenses of $51,877,085 and total assets of $58,177,713 at year end.
Other nonprofits in PLEASANTON
- LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA EIN 94-1235152 · last filed 990 for 2025
- LABOR ALLIANCE MANAGED TRUST FUND EIN 94-3217575 · last filed 990 for 2025
- LABORERS VACATION TRUST FUND FOR NORTHERN CALIFORNIA EIN 94-6092198 · last filed 990 for 2025
- TEAMSTERS LOCAL 631 SECURITY FUND EIN 88-0231734 · last filed 990 for 2025
- TEAMSTERS MANAGED HEALTH CARE TRUST EIN 94-3138272 · last filed 990 for 2024
- ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST FUND EIN 86-0104344 · last filed 990 for 2025
- THE ALBERTSONS COMPANIES FOUNDATION EIN 91-2144510 · last filed 990 for 2025
- 1ST UNITED CREDIT UNION EIN 94-0335800 · last filed 990 for 2024