Nonprofit · EIN 94-6061762
ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO
Tax-exempt · SAN FRANCISCO, CA 94102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $53,777,337 | $57,391,081 | -$3,613,744 | $86,710,225 | $21,723,003 | $64,987,222 |
| January 31, 2024 | 990 | $51,731,814 | $53,423,081 | -$1,691,267 | $86,118,764 | $19,397,886 | $66,720,878 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $49,597,682
- Investment income
- $4,179,655
- Net gain from sales of assets
- $1,148,767
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $55,157,213
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $51,524
- Accounting fees
- $52,200
Balance sheet and other
- Total assets, start of year
- $86,118,764
- Total assets, end of year
- $86,710,225
- Total liabilities, end of year
- $21,723,003
- Net assets, end of year
- $64,987,222
- Publicly traded securities
- $64,548,456
- Gross receipts
- $72,578,361
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- 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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD LYNCH | TRUSTEE Trustee or director | 1 | $0 |
| JAMES REED | TRUSTEE Trustee or director | 1 | $0 |
| JOHN DOHERTY | TRUSTEE Trustee or director | 1 | $0 |
| JOSE ALMANZA | TRUSTEE Trustee or director | 1 | $0 |
| DAN VOGL | TRUSTEE Trustee or director | 1 | $0 |
| CARLOS SALAZAR | TRUSTEE Trustee or director | 1 | $0 |
| RUSSELL AU YEUNG | TRUSTEE Trustee or director | 1 | $0 |
| JUSTIN SAROYAN | TRUSTEE Trustee or director | 1 | $0 |
| BRENDAN GREENE | TRUSTEE Trustee or director | 1 | $0 |
| TOM COLEMAN | TRUSTEE (TERMED) Trustee or director | 1 | $0 |
990 for the year ended January 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEONARD LYNCH | TRUSTEE Trustee or director | 1 | $0 |
| TOM COLEMAN | TRUSTEE Trustee or director | 1 | $0 |
| JAMES REED | TRUSTEE Trustee or director | 1 | $0 |
| JOHN DOHERTY | TRUSTEE Trustee or director | 1 | $0 |
| JOSE ALMANZA | TRUSTEE Trustee or director | 1 | $0 |
| DAN VOGL | TRUSTEE Trustee or director | 1 | $0 |
| CARLOS SALAZAR | TRUSTEE Trustee or director | 1 | $0 |
| RUSSELL AU YEUNG | TRUSTEE Trustee or director | 1 | $0 |
| JUSTIN SAROYAN | TRUSTEE Trustee or director | 1 | $0 |
| BRENDAN GREENE | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 720 MARKET ST STE 700, SAN FRANCISCO, CA 94102-2509
- In care of
- % ROBERT BUCEY
- Principal officer (990 for 2024)
- JOHN DOHERTY, 720 MARKET ST STE 700, SAN FRANCISCO, CA 94102
- Signed the 990
- JOHN DOHERTY, CHAIRMAN
- Phone
- (415) 263-3670
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6061762 or by the name ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO.
- 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 INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.
Program accomplishments
- TO PROVIDE INSURANCE COVERAGE TO PARTICIPANTS AND FAMILY MEMBERS FROM CONTRIBUTIONS PAID BY EMPLOYERS IN ACCORDANCE WITH PLAN PROVISIONS.
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 94-6061762
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $86,710,225
- Income (IRS master file)
- $72,578,361
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $53,777,337 | $57,391,081 | $86,710,225 | XML |
| 990 | January 2024 | $51,731,814 | $53,423,081 | $86,118,764 | XML |
| 990 | January 2023 | $45,396,242 | $48,973,369 | $89,988,963 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | 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 94-6061762).
Questions about ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO
- What is the EIN of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO?
- The employer identification number (EIN) of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO is 94-6061762.
- Is ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO 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 FOR SAN<FRANCISCO due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO?
- The 990 for the year ended January 31, 2025 names JOHN DOHERTY.
- Who are the officers and directors of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO?
- The 990 for the year ended January 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR SAN<FRANCISCO have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $53,777,337, expenses of $57,391,081 and total assets of $86,710,225 at year end.
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