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Nonprofit · EIN 95-1708883

SAN DIEGO UNITE-HERE HEALTH FUND

Tax-exempt · PLEASANTON, CA 94566

Financials

$42.9M$35.1M2023$46.6M$37.3M2024
Revenue Expenses · by fiscal year end
Financials of SAN DIEGO UNITE-HERE HEALTH FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$46,572,108$37,269,373$9,302,735$59,727,143$11,723,771$48,003,372
December 31, 2023990$42,863,709$35,104,601$7,759,108$52,409,146$14,765,260$37,643,886
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$45,308,997
Investment income
$1,263,111
Net gain from sales of assets
$172,403
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$35,897,592
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$44,910
Accounting fees
$72,957

Balance sheet and other

Total assets, start of year
$52,409,146
Total assets, end of year
$59,727,143
Total liabilities, end of year
$11,723,771
Net assets, end of year
$48,003,372
Land, buildings and equipment
$3,539,693
Publicly traded securities
$23,439,863
Gross receipts
$55,301,530
Employees
0
Volunteers
0
Year formed
1952
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.

NameTitleHours / weekCompensation
BRIGETTE BROWNINGTRUSTEE
Trustee or director
2$0
JORGE ARELLANOTRUSTEE
Trustee or director
2$0
KAREN BETTENCOURTTRUSTEE
Trustee or director
2$0
JULIE FALLONTRUSTEE
Trustee or director
2$0
JAN COPPOLATRUSTEE
Trustee or director
2$0
Noel LecarosTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
BRIGETTE BROWNINGTRUSTEE
Trustee or director
2$0
JORGE ARELLANOTRUSTEE
Trustee or director
2$0
KAREN BETTENCOURTTRUSTEE
Trustee or director
2$0
JULIE FALLONTRUSTEE
Trustee or director
2$0
JAN COPPOLATRUSTEE
Trustee or director
2$0
MICHAEL D'ANGELOTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
In care of
% BENESYS ADMINISTRATORS
Principal officer (990 for 2024)
BENESYS ADMINISTRATORS, 3737 Camino Del Rio S Ste 300, San Diego, CA 92108
Signed the 990
Brigette Browning, Secretary
Phone
(619) 849-1060
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-1708883 or by the name SAN DIEGO UNITE-HERE HEALTH FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

HEALTH TRUST FUND

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH TRUST FUND

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
95-1708883
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1963
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$59,727,143
Income (IRS master file)
$55,301,530

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$46,572,108$37,269,373$59,727,143XML
990December 2023$42,863,709$35,104,601$52,409,146XML
990December 2022$39,925,799$31,727,840$39,637,816IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 95-1708883).

Questions about SAN DIEGO UNITE-HERE HEALTH FUND

What is the EIN of SAN DIEGO UNITE-HERE HEALTH FUND?
The employer identification number (EIN) of SAN DIEGO UNITE-HERE HEALTH FUND is 95-1708883.
Is SAN DIEGO UNITE-HERE HEALTH FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
Are donations to SAN DIEGO UNITE-HERE HEALTH FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SAN DIEGO UNITE-HERE HEALTH 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 SAN DIEGO UNITE-HERE HEALTH 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 SAN DIEGO UNITE-HERE HEALTH 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 SAN DIEGO UNITE-HERE HEALTH FUND?
The 990 for the year ended December 31, 2024 names BENESYS ADMINISTRATORS.
Who are the officers and directors of SAN DIEGO UNITE-HERE HEALTH FUND?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does SAN DIEGO UNITE-HERE HEALTH FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $46,572,108, expenses of $37,269,373 and total assets of $59,727,143 at year end.

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