Nonprofit · EIN 93-6028906
WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990 | $22,195,226 | $21,637,728 | $557,498 | $17,947,484 | $2,050,506 | $15,896,978 |
| February 29, 2024 | 990 | $21,117,254 | $20,949,615 | $167,639 | $17,939,100 | $3,237,719 | $14,701,381 |
| February 28, 2023 | 990 | $19,893,977 | $19,703,307 | $190,670 | $16,857,576 | $3,218,623 | $13,638,953 |
Financial details: 990 for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $21,210,601
- Investment income
- $984,625
- Net gain from sales of assets
- $418,801
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $21,176,307
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $18,043
- Accounting fees
- $15,785
Balance sheet and other
- Total assets, start of year
- $17,939,100
- Total assets, end of year
- $17,947,484
- Total liabilities, end of year
- $2,050,506
- Net assets, end of year
- $15,896,978
- Publicly traded securities
- $15,909,337
- Gross receipts
- $30,685,704
- Employees
- 0
- Volunteers
- 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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD BELL | TRUSTEE/CO-CHAIR Trustee or director, Officer | 1 | $0 |
| DARCY NOXON | TRUSTEE Trustee or director | 1 | $0 |
| CHEYENNE RUSSELL | TRUSTEE Trustee or director | 1 | $0 |
| KARYN MORRISON | TRUSTEE Trustee or director | 1 | $0 |
| SARA EDER | TRUSTEE/CO-CHAIR Trustee or director, Officer | 1 | $0 |
| SARA SLACK | TRUSTEE - EFF. 3/2024 Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended February 29, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD BELL | TRUSTEE Trustee or director, Officer | 1 | $0 |
| DEBI VAN CAMP | TRUSTEE Trustee or director | 1 | $0 |
| NIKI JORDAN | TRUSTEE Trustee or director, Officer | 1 | $0 |
| KARYN MORRISON | TRUSTEE Trustee or director | 1 | $0 |
| DARCY NOXON | TRUSTEE Trustee or director | 1 | $0 |
| CHEYENNE RUSSELL | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended February 28, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD BELL | TRUSTEE Trustee or director, Officer | 1 | $0 |
| DEBI VAN CAMP | TRUSTEE Trustee or director | 1 | $0 |
| NIKI JORDAN | TRUSTEE Trustee or director, Officer | 1 | $0 |
| KARYN MORRISON | TRUSTEE Trustee or director | 1 | $0 |
| DARCY NOXON | TRUSTEE Trustee or director | 1 | $0 |
| CHEYENNE RUSSELL | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
- In care of
- % BENESYS INC
- Principal officer (990 for 2024)
- HOWARD BELL, 5331 S MACADAM AVE STE 258, PORTLAND, OR 972393871
- Signed the 990
- HOWARD BELL, TRUSTEE/CO-CHAIR
- Phone
- (503) 224-0048
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 93-6028906 or by the name WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER.
- 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 BENEFITS FOR PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 93-6028906
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1961
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,947,484
- Income (IRS master file)
- $30,685,704
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2025 | $22,195,226 | $21,637,728 | $17,947,484 | XML |
| 990 | February 2024 | $21,117,254 | $20,949,615 | $17,939,100 | XML |
| 990 | February 2023 | $19,893,977 | $19,703,307 | $16,857,576 | XML |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | IRS |
| 990 | February 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 93-6028906).
Questions about WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER
- What is the EIN of WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER?
- The employer identification number (EIN) of WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER is 93-6028906.
- Is WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1961.
- Are donations to WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER 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 WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2025.
- Who is the principal officer of WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER?
- The 990 for the year ended February 28, 2025 names HOWARD BELL.
- Who are the officers and directors of WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER?
- The 990 for the year ended February 28, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does WESTERN STATES LOCAL UNION TRUST FUND OF THE OFFICE EMPLOYEES INTER have?
- On its 990 for the year ended February 28, 2025 it reported revenue of $22,195,226, expenses of $21,637,728 and total assets of $17,947,484 at year end.
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