Nonprofit · EIN 95-6042873
SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST
Also known as WESTERN STATES CARPENTERS HEALTH &
Tax-exempt · LOS ANGELES, CA 90071
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $540,628,559 | $501,333,035 | $39,295,524 | $1,362,558,365 | $57,324,942 | $1,305,233,423 |
| December 31, 2023 | 990 | $526,157,349 | $408,885,843 | $117,271,506 | $794,757,871 | $24,496,957 | $770,260,914 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $557,937,598
- Investment income
- -$18,121,546
- Net gain from sales of assets
- -$39,627,028
- Other revenue
- $812,507
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $478,993,488
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,548,467
- Accounting fees
- $45,063
Balance sheet and other
- Total assets, start of year
- $794,757,871
- Total assets, end of year
- $1,362,558,365
- Total liabilities, end of year
- $57,324,942
- Net assets, end of year
- $1,305,233,423
- Publicly traded securities
- $442,104,622
- Gross receipts
- $1,290,341,042
- Employees
- 48
- Volunteers
- 0
- Year formed
- 1955
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FRANK HAWK | TRUSTEE Trustee or director | 1 | $0 | $352,827 | $129,062 |
| SEAN HARTRANFT | TRUSTEE Trustee or director | 1 | $0 | $241,122 | $98,180 |
| FRANK ZAMBRANO | TRUSTEE Trustee or director | 1 | $0 | $202,684 | $88,545 |
| OSCAR CORDOVA | TRUSTEE Trustee or director | 1 | $0 | $176,262 | $81,777 |
| JOSH RAPER | TRUSTEE Trustee or director | 1 | $0 | $173,269 | $81,217 |
| JACOB LOPEZ | TRUSTEE Trustee or director | 1 | $0 | $173,269 | $81,217 |
| CURTIS CONYERS JR | TRUSTEE/CHAIR Trustee or director | 1 | $0 | $16,554 | $0 |
| BERT LEWITT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KIM FROMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD HARRIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CLINT LARISON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANTHONY ROSETTI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TONY CORNELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MEG NORDALE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETE RODRIGUEZ | TRUSTEE/CO-CHAIR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FRANK HAWK | TRUSTEE Trustee or director | 1 | $0 | $339,537 | $123,098 |
| SEAN HARTRANFT | TRUSTEE Trustee or director | 1 | $0 | $208,371 | $86,165 |
| PETE RODRIGUEZ | TRUSTEE Trustee or director | 1 | $0 | $248,104 | $24,346 |
| FRANK ZAMBRANO | TRUSTEE Trustee or director | 1 | $0 | $183,048 | $79,095 |
| OSCAR CORDOVA | TRUSTEE Trustee or director | 1 | $0 | $174,798 | $77,247 |
| JOSH RAPER | TRUSTEE Trustee or director | 1 | $0 | $167,240 | $76,207 |
| JACOB LOPEZ | TRUSTEE Trustee or director | 1 | $0 | $166,745 | $76,207 |
| BERT LEWITT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KIM FROMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD HARRIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CLINT LARISON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANTHONY ROSETTI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TONY CORNELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CURTIS CONYERS JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 445 S FIGUEROA ST STE 2800, LOS ANGELES, CA 90071-3204
- Principal officer (990 for 2024)
- PETE RODRIGUEZ, 445 S FIGUEROA 15TH FLOOR, LOS ANGELES, CA 90071
- Signed the 990
- PETE RODRIGUEZ, TRUSTEE
- Phone
- (213) 386-8590
- Website
- CSACBENEFITS.ORG
- Return prepared by
- CALIBRE CPA GROUP PLLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6042873 or by the name SOUTHWEST CARPENTERS HEALTH AND 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 AND RELATED BENEFITS TO PARTICIPANTS AND THEIR QUALIFYING DEPENDENTS IN ACCORDANCE WITH THE TRUST AGREEMENT.
Program accomplishments
- TO PROVIDE MEDICAL AND RELATED BENEFITS TO 51,730 PARTICIPANTS AND THEIR QUALIFYING DEPENDENTS IN ACCORDANCE WITH THE TRUST AGREEMENT.
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
- 95-6042873
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1956
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,362,558,365
- Income (IRS master file)
- $1,290,341,042
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $540,628,559 | $501,333,035 | $1,362,558,365 | IRS |
| 990 | December 2023 | $526,157,349 | $408,885,843 | $794,757,871 | XML |
| 990 | December 2022 | $446,562,021 | $396,389,131 | $634,844,846 | 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 95-6042873).
Questions about SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST
- What is the EIN of SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST is 95-6042873.
- Is SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1956.
- Are donations to SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST CARPENTERS 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 SOUTHWEST CARPENTERS 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 SOUTHWEST CARPENTERS 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 SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names PETE RODRIGUEZ.
- Who are the officers and directors of SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $540,628,559, expenses of $501,333,035 and total assets of $1,362,558,365 at year end.
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