Nonprofit · EIN 95-3248029
SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND
Tax-exempt · WEST COVINA, CA 91790
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $28,588,083 | $28,086,891 | $501,192 | $23,442,717 | $6,852,494 | $16,590,223 |
| June 30, 2024 | 990 | $27,929,159 | $26,519,096 | $1,410,063 | $22,586,704 | $6,535,628 | $16,051,076 |
| June 30, 2023 | 990 | $28,019,790 | $26,341,062 | $1,678,728 | $21,273,297 | $6,809,527 | $14,463,770 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $27,817,449
- Investment income
- $770,634
- Net gain from sales of assets
- $18,583
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $27,050,214
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $93,607
- Accounting fees
- $30,250
- Program services (functional)
- $28,086,891
Balance sheet and other
- Total assets, start of year
- $22,586,704
- Total assets, end of year
- $23,442,717
- Total liabilities, end of year
- $6,852,494
- Net assets, end of year
- $16,590,223
- Gross receipts
- $37,577,297
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1979
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT GRAHAM | TRUSTEE Trustee or director | 1 | $0 |
| JEFF CARLSEN | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP COOPER | TRUSTEE Trustee or director | 1 | $0 |
| JUAN MEDINA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT GRAHAM | TRUSTEE Trustee or director | 1 | $0 |
| JEFF CARLSEN | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP COOPER | TRUSTEE Trustee or director | 1 | $0 |
| JUAN MEDINA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT GRAHAM | TRUSTEE Trustee or director | 1 | $0 |
| ERIN HALDORSON WEBER | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP COOPER | TRUSTEE Trustee or director | 1 | $0 |
| GIL BALTAZAR | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1050 LAKES DR STE 120, WEST COVINA, CA 91790-2930
- Principal officer (990 for 2024)
- PHILIP COOPER, 3303 WILSHIRE BLVD STE 300, WEST COVINA, CA 91780
- Signed the 990
- PHILIP COOPER, TRUSTEE
- Phone
- (626) 464-1080
- Return prepared by
- Henningfield & Associates Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3248029 or by the name SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR 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 AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED SOFT DRINK INDUSTRY PARTICIPANTS AND THEIR DEPENDENTS.Expenses $28,086,891
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3248029
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $23,442,717
- Income (IRS master file)
- $37,577,297
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $28,588,083 | $28,086,891 | $23,442,717 | XML |
| 990 | June 2024 | $27,929,159 | $26,519,096 | $22,586,704 | XML |
| 990 | June 2023 | $28,019,790 | $26,341,062 | $21,273,297 | XML |
| 990 | June 2022 | $28,474,883 | $28,561,939 | $20,055,141 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 95-3248029).
Questions about SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND
- What is the EIN of SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND?
- The employer identification number (EIN) of SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND is 95-3248029.
- Is SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR 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 SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND?
- The 990 for the year ended June 30, 2025 names PHILIP COOPER.
- Who are the officers and directors of SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN CALIFORNIA SOFT DRINK IND & TEAMSTERS HLTH & WLFARE TR FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $28,588,083, expenses of $28,086,891 and total assets of $23,442,717 at year end.
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