Nonprofit · EIN 95-6035916
SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST
Tax-exempt · SAN DIEGO, CA 92193
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $46,824,405 | $54,529,325 | -$7,704,920 | $20,924,050 | $33,389,229 | -$12,465,179 |
| September 30, 2024 | 990 | $44,344,741 | $51,215,211 | -$6,870,470 | $27,154,688 | $31,789,852 | -$4,635,164 |
| September 30, 2023 | 990 | $41,374,813 | $43,762,757 | -$2,387,944 | $30,349,758 | $28,287,435 | $2,062,323 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $46,042,951
- Investment income
- $766,019
- Net gain from sales of assets
- $229,539
- Other revenue
- $15,435
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $49,759,204
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $263,213
- Accounting fees
- $21,600
Balance sheet and other
- Total assets, start of year
- $27,154,688
- Total assets, end of year
- $20,924,050
- Total liabilities, end of year
- $33,389,229
- Net assets, end of year
- -$12,465,179
- Publicly traded securities
- $3,047,520
- Gross receipts
- $71,189,045
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1954
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY BERG | TRUSTEE/CHAIRMAN/SECRETARY Trustee or director, Officer | 1 | $0 |
| TRAVIS KOMESCHER | TRUSTEE Trustee or director | 1 | $0 |
| TED BAKER | TRUSTEE Trustee or director | 1 | $0 |
| TERRALYN HARTMAN | TRUSTEE Trustee or director | 1 | $0 |
| JOEL BASORE | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT DAVIES JR | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY ABRAMS | TRUSTEE/CHAIRMAN/SECRETARY Trustee or director, Officer | 1 | $0 |
| CHANNEY DOUD | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM CUMMING | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MOSS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY BERG | TRUSTEE/CHAIRMAN/SECRETARY Trustee or director, Officer | 1 | $0 |
| TRAVIS KOMESCHER | TRUSTEE Trustee or director | 1 | $0 |
| TED BAKER | TRUSTEE Trustee or director | 1 | $0 |
| TERRALYN HARTMAN | TRUSTEE Trustee or director | 1 | $0 |
| JOEL BASORE | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT DAVIES JR | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY ABRAMS | TRUSTEE/CHAIRMAN/SECRETARY Trustee or director, Officer | 1 | $0 |
| CHANNEY DOUD | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM CUMMING | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MOSS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY BERG | TRUSTEE/CHAIRMAN/SECRETARY Trustee or director, Officer | 1 | $0 |
| BRANDON COLLIER | TRUSTEE Trustee or director | 1 | $0 |
| TED BAKER | TRUSTEE Trustee or director | 1 | $0 |
| TERRALYN HARTMAN | TRUSTEE Trustee or director | 1 | $0 |
| JOEL BASORE | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT DAVIES JR | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY ABRAMS | TRUSTEE/CHAIRMAN/SECRETARY Trustee or director, Officer | 1 | $0 |
| CLINT MORGAN | TRUSTEE Trustee or director | 1 | $0 |
| BRUCE BAILEY | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MOSS | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 231219, SAN DIEGO, CA 92193-1219
- In care of
- % MATT MORFOOT
- Principal officer (990 for 2024)
- JEREMY ABRAMS, PO BOX 231219, SAN DIEGO, CA 921931219
- Signed the 990
- JEREMY ABRAMS, TRUSTEE
- Phone
- (858) 569-6322
- Return prepared by
- PKF SAN DIEGO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6035916 or by the name SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST.
- 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 MEDICAL, DENTAL AND VISION BENEFITS FOR PARTICIPANTS.
Program accomplishments
- TO PROVIDE MEDICAL, DENTAL, VISION CARE, AND LIFE INSURANCE BENEFITS, PREMIUMS AND ADMINISTRATION TO PARTICIPANTS.Expenses $54,529,325 · revenue $46,058,386
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 95-6035916
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $20,924,050
- Income (IRS master file)
- $71,189,045
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $46,824,405 | $54,529,325 | $20,924,050 | XML |
| 990 | September 2024 | $44,344,741 | $51,215,211 | $27,154,688 | XML |
| 990 | September 2023 | $41,374,813 | $43,762,757 | $30,349,758 | XML |
| 990 | September 2022 | $41,396,514 | $44,712,518 | $32,697,826 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 95-6035916).
Questions about SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST
- What is the EIN of SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST?
- The employer identification number (EIN) of SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST is 95-6035916.
- Is SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1957.
- Are donations to SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST 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 ELECTRICAL HEALTH & WELFARE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST?
- The 990 for the year ended September 30, 2025 names JEREMY ABRAMS.
- Who are the officers and directors of SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST?
- The 990 for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SAN DIEGO ELECTRICAL HEALTH & WELFARE TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $46,824,405, expenses of $54,529,325 and total assets of $20,924,050 at year end.
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- SHARP HEALTH PLAN EIN 33-0519730 · last filed 990 for 2025
- GROSSMONT HOSPITAL CORPORATION EIN 33-0449527 · last filed 990 for 2025
- SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES INC EIN 95-3735517 · last filed 990 for 2025