Nonprofit · EIN 94-6069860
APARTMENT EMPLOYEES WELFARE FUND
Tax-exempt · COVINA, CA 91724
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,450,328 | $8,079,304 | $371,024 | $6,502,523 | $1,024,120 | $5,478,403 |
| December 31, 2023 | 990 | $8,833,243 | $8,327,002 | $506,241 | $6,037,792 | $962,569 | $5,075,223 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,314,921
- Investment income
- $118,474
- Net gain from sales of assets
- -$23,449
- Other revenue
- $16,933
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,838,949
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $19,704
- Accounting fees
- $53,617
Balance sheet and other
- Total assets, start of year
- $6,037,792
- Total assets, end of year
- $6,502,523
- Total liabilities, end of year
- $1,024,120
- Net assets, end of year
- $5,478,403
- Publicly traded securities
- $3,320,062
- Gross receipts
- $9,385,575
- Employees
- 0
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Sharwood | Chairman Trustee or director, Officer | 5 | $0 |
| PATRICK KENNEDYTHRU 61124 | Co-Chairman/SECRETARY Trustee or director, Officer | 5 | $0 |
| Eugenia Gutierrez | TRUSTEE - ALTERNATE Trustee or director | 5 | $0 |
| Margo Karstadt | TRUSTEE - ALTERNATE Trustee or director | 5 | $0 |
| Emmanuel Eric | TRUSTEE Trustee or director | 5 | $0 |
| Michael Seder | CO-CHAIR/SECRETARY Trustee or director, Officer | 5 | $0 |
| Aprilynn Stewart | TRUSTEE EFF 9/9/24 Trustee or director | 5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Sharwood | Chairman Trustee or director, Officer | 5 | $0 |
| PATRICK KENNEDY | Co-Chairman/SECRETARY Trustee or director, Officer | 5 | $0 |
| Eugenia Gutierrez | TRUSTEE - ALTERNATE Trustee or director | 5 | $0 |
| Margo Karstadt | TRUSTEE - ALTERNATE Trustee or director | 5 | $0 |
| Emmanuel Eric | TRUSTEE Trustee or director | 5 | $0 |
| Michael Seder | Trustee Trustee or director | 5 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 PARK VIEW DR STE 111, COVINA, CA 91724-3735
- In care of
- % PSWA
- Principal officer (990 for 2024)
- MARK SHARWOOD, 1055 PARK VIEW DRIVE 111, COVINA, CA 91724
- Signed the 990
- MARK SHARWOOD, CHAIRMAN
- Phone
- (844) 411-0785
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6069860 or by the name APARTMENT EMPLOYEES WELFARE 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 CARE BENEFITS TO ELIGIBLE COLLECTIVELY BARGAINED PARTICIPANTS.
Program accomplishments
- PROVIDED HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYERS.
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
- 94-6069860
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,502,523
- Income (IRS master file)
- $9,385,575
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,450,328 | $8,079,304 | $6,502,523 | XML |
| 990 | December 2023 | $8,833,243 | $8,327,002 | $6,037,792 | XML |
| 990 | December 2022 | $7,454,953 | $7,562,971 | $5,165,874 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 94-6069860).
Questions about APARTMENT EMPLOYEES WELFARE FUND
- What is the EIN of APARTMENT EMPLOYEES WELFARE FUND?
- The employer identification number (EIN) of APARTMENT EMPLOYEES WELFARE FUND is 94-6069860.
- Is APARTMENT EMPLOYEES WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
- Are donations to APARTMENT EMPLOYEES WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does APARTMENT EMPLOYEES WELFARE 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 APARTMENT EMPLOYEES WELFARE 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 APARTMENT EMPLOYEES WELFARE 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 APARTMENT EMPLOYEES WELFARE FUND?
- The 990 for the year ended December 31, 2024 names MARK SHARWOOD.
- Who are the officers and directors of APARTMENT EMPLOYEES WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does APARTMENT EMPLOYEES WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,450,328, expenses of $8,079,304 and total assets of $6,502,523 at year end.
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