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Nonprofit · EIN 94-1206350

CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND

Tax-exempt · SEATTLE, WA 98102

Financials

$123.7M$119.6M2022$143.2M$122.7M2023$149.2M$133.2M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$149,215,716$133,172,405$16,043,311$181,327,371$24,709,711$156,617,660
April 30, 2024990$143,182,664$122,650,260$20,532,404$160,648,171$24,552,828$136,095,343
April 30, 2023990$123,692,713$119,590,288$4,102,425$144,061,939$22,735,771$121,326,168
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$141,447,159
Investment income
$7,020,194
Net gain from sales of assets
$99,082
Other revenue
$748,363

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$129,346,556
Compensation of officers, directors and key employees
$186,534
Other salaries and wages
$451,368
Salaries, compensation and benefits (total)
$835,207
Professional fundraising fees
$0
Legal fees
$129,140
Accounting fees
$756,955
Occupancy
$25,920
Travel
$1,361

Balance sheet and other

Total assets, start of year
$160,648,171
Total assets, end of year
$181,327,371
Total liabilities, end of year
$24,709,711
Net assets, end of year
$156,617,660
Publicly traded securities
$149,942,119
Gross receipts
$339,956,693
Employees
26
Volunteers
0
Year formed
1951
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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
VIRGINIA VIGILHEALTH & WELFARE COORDINATOR
Highest-paid employee
40$187,871$81,938
RAYMOND NANNALTERNATE TRUSTEE
Trustee or director
5$18,000$43,083
LARRY T SMITHTRUSTEE
Trustee or director
5$18,000$43,083
JAMES ALTIERIALTERNATE TRUSTEE
Trustee or director
5$18,000$43,083
DAVID HUERTATRUSTEE
Trustee or director
0.3$0$0
MARK SHARWOODTRUSTEE - CHAIRMAN
Trustee or director
0.5$0$0
CHRISTOPHER BOUVIERTRUSTEE
Trustee or director
0.5$0$0
LUIS FUENTESALTERNATE TRUSTEE
Trustee or director
0.5$0$0
Mark LangermannALTERNATE TRUSTEE - EFF.5/1/25
Trustee or director
5$0$0
990 for the year ended April 30, 2024: 9 people
NameTitleHours / weekCompensationOther / benefits
VIRGINIA VIGILHEALTH & WELFARE COORDINATOR
Highest-paid employee
40$159,974$71,293
RAYMOND NANNALTERNATE TRUSTEE
Trustee or director
5$18,000$41,280
LARRY T SMITHTRUSTEE
Trustee or director
5$18,000$41,280
JAMES ALTIERIALTERNATE TRUSTEE
Trustee or director
5$18,000$41,280
DAVID HUERTATRUSTEE
Trustee or director
0.3$0$0
MARK SHARWOODTRUSTEE - CHAIRMAN
Trustee or director
0.5$0$0
CHRISTOPHER BOUVIERTRUSTEE
Trustee or director
0.5$0$0
Luis FuentesALTERNATE TRUSTEE
Trustee or director
0.5$0$0
SEE SCHEDULE O FOR COMPPAID BY RELATED ORG
Trustee or director
0$0$0
990 for the year ended April 30, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
VIRGINIA VIGILHEALTH & WELFARE COORDINATOR
Highest-paid employee
40$158,578$52,826
RAY NANNALTERNATE TRUSTEE
Trustee or director
5$18,000$41,088
LARRY T SMITHTRUSTEE
Trustee or director
5$18,000$41,088
JAMES ALTIERIALTERNATE TRUSTEE
Trustee or director
5$18,000$41,088
DAVID HUERTATRUSTEE
Trustee or director
0.3$0$0
MARK SHARWOODTRUSTEE-CHAIRMAN
Trustee or director
0.5$0$0
CHRISTOPHER BOUVIERTRUSTEE
Trustee or director
0.5$0$0
LUIS FUENTESALTERNATE TRUSTEE
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
2323 EASTLAKE AVE E, SEATTLE, WA 98102-3305
In care of
% NORTHWEST ADMINISTRATORS IN
Principal officer (990 for 2024)
MARK SHARWOOD, 1000 MARINA BLVD400, BRISBANE, CA 940051841
Signed the 990
MARK SHARWOOD, TRUSTEE
Phone
(650) 570-7300
Return prepared by
WITHUMSMITHBROWNPC

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

990 for the year ended April 30, 2025

Program accomplishments

  • PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR 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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
94-1206350
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1955
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$181,327,371
Income (IRS master file)
$339,956,693

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$149,215,716$133,172,405$181,327,371XML
990April 2024$143,182,664$122,650,260$160,648,171XML
990April 2023$123,692,713$119,590,288$144,061,939XML
990April 2022$124,604,364$116,388,565$141,507,626IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 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 94-1206350).

Questions about CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND

What is the EIN of CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND?
The employer identification number (EIN) of CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND is 94-1206350.
Is CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
Are donations to CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CALIFORNIA SERVICE EMPLOYEES HEALTH AND 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 CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND?
The 990 for the year ended April 30, 2025 names MARK SHARWOOD.
Who are the officers and directors of CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND?
The 990 for the year ended April 30, 2025 lists 9 people; 4 received compensation from the organization, the highest $187,871 (VIRGINIA VIGIL, HEALTH & WELFARE COORDINATOR).
How much revenue does CALIFORNIA SERVICE EMPLOYEES HEALTH AND WELFARE TRUST FUND have?
On its 990 for the year ended April 30, 2025 it reported revenue of $149,215,716, expenses of $133,172,405 and total assets of $181,327,371 at year end.

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