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Nonprofit · EIN 95-6981657

WESTERN ALLIANCE HEALTH AND WELFARE FUND TR

Tax-exempt · PASADENA, CA 91101

Financials

$64.7M$62.6M2022$61.8M$64.3M2023$59.2M$60.2M2024
Revenue Expenses · by fiscal year end
Financials of WESTERN ALLIANCE HEALTH AND WELFARE FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990$59,225,299$60,199,821-$974,522$7,918,931$5,235,589$2,683,342
November 30, 2024990$61,752,017$64,292,651-$2,540,634$7,967,824$4,346,299$3,621,525
November 30, 2023990$64,747,710$62,574,379$2,173,331$7,243,457$1,366,119$5,877,338
Financial details: 990 for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$59,044,640
Investment income
$172,885
Net gain from sales of assets
$65,186
Other revenue
$7,774

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$58,112,994
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$16,081
Accounting fees
$41,358

Balance sheet and other

Total assets, start of year
$7,967,824
Total assets, end of year
$7,918,931
Total liabilities, end of year
$5,235,589
Net assets, end of year
$2,683,342
Publicly traded securities
$2,294,723
Gross receipts
$61,432,180
Employees
0
Volunteers
0
Year formed
1994
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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELLEN T ANREDEREMPLOYER TRUSTEE
Trustee or director
1$0
MATT O'MALLEYUNION TRUSTEE
Trustee or director
1$0
joe pimentelUNION TRUSTEE
Trustee or director
1$0
ERIC TATEUNION TRUSTEE
Trustee or director
1$0
JIM GARRISONEMPLOYER TRUSTEE
Trustee or director
1$0
ED RENDONEMPLOYER TRUSTEE - PAST
Trustee or director
1$0
KELLY TANAKAUNION TRUSTEE
Trustee or director
1$0
990 for the year ended November 30, 2024: 7 people
NameTitleHours / weekCompensation
ELLEN T ANREDEREMPLOYER TRUSTEE
Trustee or director
1$0
MATT O'MALLEYUNION TRUSTEE
Trustee or director
1$0
joe pimentelUNION TRUSTEE
Trustee or director
1$0
MARIO C SALAZARUNION TRUSTEE - past
Trustee or director
1$0
ERIC TATEUNION TRUSTEE
Trustee or director
1$0
JIM GARRISONEMPLOYER TRUSTEE
Trustee or director
1$0
ED RENDONEMPLOYER TRUSTEE
Trustee or director
1$0
990 for the year ended November 30, 2023: 7 people
NameTitleHours / weekCompensation
ELLEN T ANREDEREMPLOYER TRUSTEE
Trustee or director
1$0
MATT O'MALLEYUNION TRUSTEE
Trustee or director
1$0
JAY R PHILLIPSUNION TRUSTEE-PAST
Trustee or director
1$0
MARIO C SALAZARUNION TRUSTEE
Trustee or director
1$0
ERIC TATEUNION TRUSTEE
Trustee or director
1$0
JIM GARRISONEMPLOYER TRUSTEE
Trustee or director
1$0
ED RENDONEMPLOYER TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
200 S LOS ROBLES AVE STE 320, PASADENA, CA 91101-2479
In care of
% PACFED PATRICK MCGARRY
Principal officer (990 for 2024)
ELLEN T ANREDER, 200 s LOS ROBLES AVE ste 320, PASADENA, CA 91101
Signed the 990
ELLEN ANREDER, CHAIR
Phone
(818) 243-0222
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6981657 or by the name WESTERN ALLIANCE HEALTH AND WELFARE FUND TR.

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 November 30, 2025

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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990 on file
2023November 30, 2024April 15, 2025990 on file
2022November 30, 2023April 15, 2024990 on file

IRS record

EIN
95-6981657
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
November
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,918,931
Income (IRS master file)
$61,432,180

Filing history

FormYear endedRevenueExpensesAssetsReturn
990November 2025$59,225,299$60,199,821$7,918,931XML
990November 2024$61,752,017$64,292,651$7,967,824XML
990November 2023$64,747,710$62,574,379$7,243,457XML
990November 2022$70,210,247$71,223,625$7,393,354IRS
990November 2021–––IRS
990November 2020–––IRS
990November 2019–––IRS
990November 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 95-6981657).

Questions about WESTERN ALLIANCE HEALTH AND WELFARE FUND TR

What is the EIN of WESTERN ALLIANCE HEALTH AND WELFARE FUND TR?
The employer identification number (EIN) of WESTERN ALLIANCE HEALTH AND WELFARE FUND TR is 95-6981657.
Is WESTERN ALLIANCE HEALTH AND WELFARE FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to WESTERN ALLIANCE HEALTH AND WELFARE FUND TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WESTERN ALLIANCE HEALTH AND WELFARE FUND TR 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 WESTERN ALLIANCE HEALTH AND WELFARE FUND TR due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WESTERN ALLIANCE HEALTH AND WELFARE FUND TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended November 2025.
Who is the principal officer of WESTERN ALLIANCE HEALTH AND WELFARE FUND TR?
The 990 for the year ended November 30, 2025 names ELLEN T ANREDER.
Who are the officers and directors of WESTERN ALLIANCE HEALTH AND WELFARE FUND TR?
The 990 for the year ended November 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does WESTERN ALLIANCE HEALTH AND WELFARE FUND TR have?
On its 990 for the year ended November 30, 2025 it reported revenue of $59,225,299, expenses of $60,199,821 and total assets of $7,918,931 at year end.

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