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Nonprofit · EIN 95-6035120

SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND

Tax-exempt · LOS ANGELES, CA 90017

Financials

$15.1M$16.5M2023$15.2M$16.9M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$15,160,755$16,887,548-$1,726,793$10,554,651$3,918,076$6,636,575
December 31, 2023990$15,148,512$16,481,130-$1,332,618$12,417,472$4,197,917$8,219,555
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$14,866,553
Investment income
$292,512
Net gain from sales of assets
-$114,674
Other revenue
$1,690

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$16,001,504
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$60,372
Accounting fees
$40,630

Balance sheet and other

Total assets, start of year
$12,417,472
Total assets, end of year
$10,554,651
Total liabilities, end of year
$3,918,076
Net assets, end of year
$6,636,575
Publicly traded securities
$6,142,368
Gross receipts
$20,375,429
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
JOHN NICOLSMANAGEMENT TRUSTEE
Trustee or director
1$0
BRENT BERGLUNDMANAGEMENT TRUSTEE
Trustee or director
1$0
JOSE AMADORUNION TRUSTEE
Trustee or director
1$0
GERMAN INIGUEZUNION TRUSTEE
Trustee or director
1$0
OSCAR CORDOVAUNION TRUSTEE
Trustee or director
1$0
ERNIE MARTINEZMANAGEMENT TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JOHN NICOLSMANAGEMENT TRUSTEE
Trustee or director
1$0
BRENT BERGLUNDMANAGEMENT TRUSTEE
Trustee or director
1$0
JOSE AMADORUNION TRUSTEE
Trustee or director
1$0
GERMAN INIGUEZUNION TRUSTEE
Trustee or director
1$0
OSCAR CORDOVAUNION TRUSTEE
Trustee or director
1$0
ERNIE MARTINEZMANAGEMENT TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1200 WILSHIRE BLVD FL 5, LOS ANGELES, CA 90017-1906
In care of
% BENEFIT PROGRAMS ADMIN
Principal officer (990 for 2024)
CHRIS LUNA, 1200 WILSHIRE BLVD FL 5, LOS ANGELES, CA 90017
Signed the 990
Ernest Martinez, MANAGEMENT TRUSTEE
Phone
(562) 463-5000
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6035120 or by the name SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND.

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

Mission

TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL AND OTHER BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, DENTAL AND OTHER BENEFITS TO EMPLOYEES OF COMPANIES SIGNING APPROPRIATE COLLECTIVE BARGAINING AGREEMENTS.

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
95-6035120
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1954
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,554,651
Income (IRS master file)
$20,375,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$15,160,755$16,887,548$10,554,651IRS
990December 2023$15,148,512$16,481,130$12,417,472XML
990December 2022$14,943,639$17,088,275$13,729,557IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 95-6035120).

Questions about SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND

What is the EIN of SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND?
The employer identification number (EIN) of SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND is 95-6035120.
Is SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
Are donations to SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND 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 SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND 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 SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND 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 SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 names CHRIS LUNA.
Who are the officers and directors of SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does SOUTHERN CALIFORNIA LUMBER INDUSTRY HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $15,160,755, expenses of $16,887,548 and total assets of $10,554,651 at year end.

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