Nonprofit · EIN 95-6035138
SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN
Also known as 11 LOCAL UNION UNITE HERE
Tax-exempt · LOS ANGELES, CA 90015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $166,865,642 | $139,418,966 | $27,446,676 | $212,386,570 | $36,495,397 | $175,891,173 |
| December 31, 2023 | 990 | $169,600,560 | $122,928,325 | $46,672,235 | $176,082,213 | $32,877,422 | $143,204,791 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $158,923,125
- Investment income
- $7,942,472
- Net gain from sales of assets
- $5,884
- Other revenue
- $45
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $135,174,929
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $76,819
- Accounting fees
- $81,257
Balance sheet and other
- Total assets, start of year
- $176,082,213
- Total assets, end of year
- $212,386,570
- Total liabilities, end of year
- $36,495,397
- Net assets, end of year
- $175,891,173
- Land, buildings and equipment
- $1,428,473
- Publicly traded securities
- $177,493,894
- Gross receipts
- $167,774,171
- Employees
- 9
- Volunteers
- 0
- Year formed
- 1960
- 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 |
|---|---|---|---|
| TERI SERRANO | TRUSTEE Trustee or director | 1 | $0 |
| YOHANYS LAMAS CASTRO | TRUSTEE Trustee or director | 1 | $0 |
| TOM WALSH GARCIA | TRUSTEE Trustee or director | 1 | $0 |
| AUSTIN LYNCH | TRUSTEE Trustee or director | 1 | $0 |
| Kurt Petersen | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERI SERRANO | TRUSTEE Trustee or director | 1 | $0 |
| YOHANYS LAMAS CASTRO | TRUSTEE Trustee or director | 1 | $0 |
| TOM WALSH GARCIA | TRUSTEE Trustee or director | 1 | $0 |
| AUSTIN LYNCH | TRUSTEE Trustee or director | 1 | $0 |
| Kurt Petersen | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1122 W WASHINGTON BLVD STE 300, LOS ANGELES, CA 90015-3352
- In care of
- % UNITE HERE LOCAL 11 BENEFITS
- Principal officer (990 for 2024)
- Kurt Petersen, 1122 W Washington Blvd ste 300, LOS ANGELES, CA 90015
- Signed the 990
- Kurt Petersen, TRUSTEE
- Phone
- (213) 526-0932
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6035138 or by the name SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN.
- 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
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE O
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
- 95-6035138
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $212,386,570
- Income (IRS master file)
- $167,774,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $166,865,642 | $139,418,966 | $212,386,570 | XML |
| 990 | December 2023 | $169,600,560 | $122,928,325 | $176,082,213 | XML |
| 990 | December 2022 | $136,534,171 | $102,664,172 | $117,823,584 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 95-6035138).
Questions about SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN
- What is the EIN of SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN?
- The employer identification number (EIN) of SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN is 95-6035138.
- Is SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1957.
- Are donations to SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN 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 SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN 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 SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN 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 SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 names Kurt Petersen.
- Who are the officers and directors of SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does SANTA MONICA UNITE HERE HEALTH BENEFIT PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $166,865,642, expenses of $139,418,966 and total assets of $212,386,570 at year end.
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