Nonprofit · EIN 95-6140101
SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND
Tax-exempt · PASADENA, CA 91103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $155,746,641 | $141,478,261 | $14,268,380 | $149,771,426 | $97,532,559 | $52,238,867 |
| June 30, 2024 | 990 | $149,164,729 | $136,064,772 | $13,099,957 | $129,246,145 | $94,933,763 | $34,312,382 |
| June 30, 2023 | 990 | $133,415,600 | $137,699,442 | -$4,283,842 | $118,120,442 | $100,874,257 | $17,246,185 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $149,497,004
- Investment income
- $6,150,674
- Net gain from sales of assets
- $1,318,535
- Other revenue
- $98,963
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $136,799,961
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $166,200
- Accounting fees
- $70,090
Balance sheet and other
- Total assets, start of year
- $129,246,145
- Total assets, end of year
- $149,771,426
- Total liabilities, end of year
- $97,532,559
- Net assets, end of year
- $52,238,867
- Publicly traded securities
- $103,084,193
- Gross receipts
- $363,897,496
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1965
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M WILLSON | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| ERIC CARTIER | MANAGEMENT TRUSTEE Trustee or director | 3 | $0 |
| SEAN MCKENNA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| ROBERT CORONA | UNION TRUSTEE Trustee or director | 3 | $0 |
| ALTON WILKERSON | UNION TRUSTEE Trustee or director | 1 | $0 |
| GAYLORD RUSTY ROTEN | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M WILLSON | MANAGEMENT TRUSTEE Trustee or director | 4 | $0 |
| ERIC CARTIER | MANAGEMENT TRUSTEE Trustee or director | 6 | $0 |
| SEAN MCKENNA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| ROBERT CORONA | UNION TRUSTEE Trustee or director | 1 | $0 |
| JOEL BARTON | UNION TRUSTEE Trustee or director | 1 | $0 |
| GAYLORD RUSTY ROTEN | UNION TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M WILLSON | MANAGEMENT TRUSTEE Trustee or director | 4 | $0 |
| ERIC CARTIER | MANAGEMENT TRUSTEE Trustee or director | 2 | $0 |
| SEAN MCKENNA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| ERIC BROWN | UNION TRUSTEE Trustee or director | 3 | $0 |
| JOEL BARTON | UNION TRUSTEE Trustee or director | 3 | $0 |
| GAYLORD RUSTY ROTEN | UNION TRUSTEE Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 100 CORSON ST STE 200, PASADENA, CA 91103-3841
- In care of
- % DARRIC SORKO-RAM
- Principal officer (990 for 2024)
- DARRIC SORKO-RAM, 100 Corson St Ste 200, PASADENA, CA 91103
- Signed the 990
- Darric Sorko-Ram, BUSINESS MANAGER
- Phone
- (323) 221-5861
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6140101 or by the name SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND.
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6140101
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $149,771,426
- Income (IRS master file)
- $363,897,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $155,746,641 | $141,478,261 | $149,771,426 | IRS |
| 990 | June 2024 | $149,164,729 | $136,064,772 | $129,246,145 | IRS |
| 990 | June 2023 | $133,415,600 | $137,699,442 | $118,120,442 | XML |
| 990 | June 2022 | $139,145,344 | $145,340,796 | $127,513,631 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 95-6140101).
Questions about SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND
- What is the EIN of SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND?
- The employer identification number (EIN) of SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND is 95-6140101.
- Is SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
- Are donations to SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN CALIFORNIA IBEW-NECA HEALTH 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 SOUTHERN CALIFORNIA IBEW-NECA HEALTH 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 SOUTHERN CALIFORNIA IBEW-NECA HEALTH 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 SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND?
- The 990 for the year ended June 30, 2025 names DARRIC SORKO-RAM.
- Who are the officers and directors of SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $155,746,641, expenses of $141,478,261 and total assets of $149,771,426 at year end.
Other nonprofits in PASADENA
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- PASADENA HOSPITAL ASSOCIATION LTD EIN 95-1644036 · last filed 990 for 2025
- CALSTART INC EIN 95-4375022 · last filed 990 for 2025
- CREDIT UNIONS IN THE STATE OF CALIFORNIA EIN 95-1288265 · last filed 990 for 2024
- OPERATING ENGINEERS HEALTH & WELFARE FUND EIN 95-6034886 · last filed 990 for 2025
- TEAMSTERS MISCELLANEOUS SECURITY FUND EIN 95-6060502 · last filed 990 for 2025
- CALIFORNIA IRONWORKERS FIELD WELFARE PLAN EIN 95-6042868 · last filed 990 for 2025
- ART CENTER COLLEGE OF DESIGN EIN 95-1921340 · last filed 990 for 2025