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Nonprofit · EIN 95-6100367

I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND

Tax-exempt · LOS ANGELES, CA 90017

Financials

$1.6M$1.1M2022$1.9M$1.5M2023$1.5M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,506,747$1,648,455-$141,708$3,571,808$1,179,490$2,392,318
June 30, 2024990$1,891,846$1,537,519$354,327$3,607,574$1,073,512$2,534,062
June 30, 2023990$1,588,100$1,066,870$521,230$2,792,668$612,073$2,180,595
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,388,404
Investment income
$116,343
Other revenue
$2,000

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,463,679
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$15,070
Accounting fees
$40,181

Balance sheet and other

Total assets, start of year
$3,607,574
Total assets, end of year
$3,571,808
Total liabilities, end of year
$1,179,490
Net assets, end of year
$2,392,318
Gross receipts
$3,361,747
Employees
0
Volunteers
0
Year formed
1958
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MATT CURTOTRUSTEE
Trustee or director
1$0
TOM LANETRUSTEE
Trustee or director
1$0
ERIC EMKENTRUSTEE
Trustee or director
1$0
MARK HOPKINSTRUSTEE
Trustee or director
1$0
MARVIN LEETRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
MATT CURTOTRUSTEE
Trustee or director
1$0
TOM LANETRUSTEE
Trustee or director
1$0
ERIC EMKENTRUSTEE
Trustee or director
1$0
MARK HOPKINSTRUSTEE
Trustee or director
1$0
DAVE LEAVENWORTHTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
MATT CURTOTRUSTEE
Trustee or director
1$0
TOM LANETRUSTEE
Trustee or director
1$0
ERIC EMKENTRUSTEE
Trustee or director
1$0
MARK HOPKINSTRUSTEE
Trustee or director
1$0
DAVE LEAVENWORTHTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA 90017-1906
In care of
% STEVE ARKWRIGHT
Principal officer (990 for 2024)
STEVE ARKWRIGHT, 1200 WILSHIRE BLVD 5TH FL, LOS ANGELES, CA 90017
Signed the 990
THOMAS Lane, Chairman
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 95-6100367 or by the name I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND.

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 June 30, 2025

Program accomplishments

  • to administer health benefits to participants who qualify as per the plan's trust agreement and collective bargaining 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-6100367
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1963
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,571,808
Income (IRS master file)
$3,361,747

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,506,747$1,648,455$3,571,808IRS
990June 2024$1,891,846$1,537,519$3,607,574XML
990June 2023$1,588,100$1,066,870$2,792,668XML
990June 2022$951,411$703,184$2,093,787IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 95-6100367).

Questions about I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND

What is the EIN of I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND?
The employer identification number (EIN) of I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND is 95-6100367.
Is I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
Are donations to I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does I A T S E LOCAL 504 HEALTH AND WELFARE TRUST 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 I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND?
The 990 for the year ended June 30, 2025 names STEVE ARKWRIGHT.
Who are the officers and directors of I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND?
The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does I A T S E LOCAL 504 HEALTH AND WELFARE TRUST FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,506,747, expenses of $1,648,455 and total assets of $3,571,808 at year end.

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