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Nonprofit · EIN 95-6041105

AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST

Tax-exempt · ORANGE, CA 92868

Financials

$45.7M$43.3M2023$48.6M$43.8M2024
Revenue Expenses · by fiscal year end
Financials of AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$48,596,299$43,791,903$4,804,396$79,511,254$20,167,069$59,344,185
December 31, 2023990$45,745,733$43,305,429$2,440,304$72,549,563$20,279,331$52,270,232
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$46,687,272
Investment income
$1,740,844
Net gain from sales of assets
$4,675
Other revenue
$168,183

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$41,528,545
Compensation of officers, directors and key employees
$92,407
Other salaries and wages
$233,166
Salaries, compensation and benefits (total)
$488,362
Professional fundraising fees
$0
Legal fees
$131,444
Accounting fees
$241,727
Occupancy
$113,697

Balance sheet and other

Total assets, start of year
$72,549,563
Total assets, end of year
$79,511,254
Total liabilities, end of year
$20,167,069
Net assets, end of year
$59,344,185
Land, buildings and equipment
$1,775
Publicly traded securities
$67,805,032
Gross receipts
$77,035,907
Employees
63
Volunteers
0
Year formed
1959
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 / weekCompensationFrom related orgsOther / benefits
KRISTI WAGNERADMINISTRATOR
Key employee
17$92,407$138,611$38,361
JOHN BAKERTRUSTEE
Trustee or director
1$0$0$0
RANDALL CHENWORTHtrustee
Trustee or director
1$0$0$0
ANTHONY MUSSOTRUSTEE
Trustee or director
1$0$0$0
ROBERT A LAKETRUSTEE
Trustee or director
1$0$0$0
JESSE SANCHEZTRUSTEE
Trustee or director
1$0$0$0
KEN FLORESTRUSTEE
Trustee or director
1$0$0$0
TOM MORTONTRUSTEE
Trustee or director
1$0$0$0
LONNIE WRIGHTTRUSTEE
Trustee or director
1$0$0$0
JERRY TREVINOTrustee
Trustee or director
1$0$0$0
BEN CLAYTONTRUSTEE
Trustee or director
1$0$0$0
TODD BUCHANANtrustee
Trustee or director
1$0$0$0
BRANDON MORTORFFTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KRISTI WAGNERADMINISTRATOR
Key employee
17$86,778$130,168$38,027
JOHN BAKERTRUSTEE
Trustee or director
1$0$0$0
CHERYL JAMEStrustee
Trustee or director
1$0$0$0
ROBERT CARDERTRUSTEE
Trustee or director
1$0$0$0
ROBERT A LAKETRUSTEE
Trustee or director
1$0$0$0
JAMES REYNOLDSTRUSTEE
Trustee or director
1$0$0$0
OSCAR DELCIDSEGUNATRUSTEE
Trustee or director
1$0$0$0
TOM MORTONTRUSTEE
Trustee or director
1$0$0$0
LONNIE WRIGHTTRUSTEE
Trustee or director
1$0$0$0
JERRY TREVINOTrustee
Trustee or director
1$0$0$0
BEN CLAYTONTRUSTEE
Trustee or director
1$0$0$0
TODD BUCHANANtrustee
Trustee or director
1$0$0$0
BRANDON MORTORFFTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
3500 W ORANGEWOOD AVE, ORANGE, CA 92868-1642
In care of
% KRISTI WAGNER
Principal officer (990 for 2024)
KRISTI WAGNER, 3500 W Orangewood Ave, ORANGE, CA 92868
Signed the 990
BRANDON MORTORFF, TRUSTEE
Phone
(714) 917-6100
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6041105 or by the name AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST.

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

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST FUND IS A MULTI-EMPLOYER HEALTH PLAN PROVIDING MEDICAL, DENTAL, SUPPLEMENTAL DISABILITY, VISION, VACATION AND PRESCRIPTION DRUG BENEFITS TO ACTIVE EMPLOYEES, RETIREES AND THEIR DEPENDENTS. A DEATH BENEFIT AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFIT IS ALSO OFFERED TO ACTIVE EMPLOYEES AND RETIREES.

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
95-6041105
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)
$79,511,254
Income (IRS master file)
$77,035,907

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$48,596,299$43,791,903$79,511,254XML
990December 2023$45,745,733$43,305,429$72,549,563XML
990December 2022$42,852,184$40,373,367$63,980,116IRS
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 95-6041105).

Questions about AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST

What is the EIN of AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST?
The employer identification number (EIN) of AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST is 95-6041105.
Is AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
Are donations to AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND 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 AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST 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 AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST 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 AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST?
The 990 for the year ended December 31, 2024 names KRISTI WAGNER.
Who are the officers and directors of AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST?
The 990 for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $92,407 (KRISTI WAGNER, ADMINISTRATOR).
How much revenue does AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $48,596,299, expenses of $43,791,903 and total assets of $79,511,254 at year end.

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