Nonprofit · EIN 95-7044043
GSWC RETIREE MEDICAL TR
Tax-exempt (reinstated) · SAN DIMAS, CA 91773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $925,248 | $584,342 | $340,906 | $11,189,346 | $192,434 | $10,996,912 |
| December 31, 2024 | 990 | $952,463 | $683,623 | $268,840 | $10,164,814 | $192,998 | $9,971,816 |
| December 31, 2023 | 990 | $694,642 | $623,714 | $70,928 | $9,086,591 | $72,704 | $9,013,887 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $257,617
- Investment income
- $667,631
- Net gain from sales of assets
- $414,329
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $415,623
- Compensation of officers, directors and key employees
- $1,955
- Salaries, compensation and benefits (total)
- $1,955
- Professional fundraising fees
- $0
- Program services (functional)
- $584,342
Balance sheet and other
- Total assets, start of year
- $10,164,814
- Total assets, end of year
- $11,189,346
- Total liabilities, end of year
- $192,434
- Net assets, end of year
- $10,996,912
- Publicly traded securities
- $11,006,941
- Gross unrelated business income
- $667,631
- Gross receipts
- $1,489,682
- Employees
- 0
- Year formed
- 1995
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $1,955 |
| ROBERT J SPROWLS | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| EVA G TANG | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| DENISE L KRUGER | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| GLADYS M FARROW | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| BRYAN K SWITZER | PLAN ADMINISTRATOR Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $1,799 |
| ROBERT J SPROWLS | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| EVA G TANG | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| DENISE L KRUGER | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| GLADYS M FARROW | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| BRYAN K SWITZER | PLAN ADMINISTRATOR Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | – | $1,953 |
| ROBERT J SPROWLS | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| EVA G TANG | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| DENISE L KRUGER | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| GLADYS M FARROW | PLAN ADMINISTRATOR Trustee or director | – | $0 |
| BRYAN K SWITZER | PLAN ADMINISTRATOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 630 E FOOTHILL BLVD, SAN DIMAS, CA 91773-1207
- In care of
- % WAYNE R MCDONALD
- Principal officer (990 for 2025)
- PRINCIPAL BANK - PCS TAX, PO BOX 9006, BRENTWOOD, NY 117179006
- Signed the 990
- PRINCIPAL BANK - PCS TAX, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-7044043 or by the name GSWC RETIREE MEDICAL TR.
- 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
PROVIDE HEALTH AND WELFARE BENEFITS FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS
Program accomplishments
- THE GSWC RETIREE MEDICAL TRUST IS A TRUST THAT SUPPORTS AND FUNDS RETIREE MEDICAL BENEFITS UNDER THE GSWC WELFARE BENEFITS PLAN FOR ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTSExpenses $415,623
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 | 990 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
- 95-7044043
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $11,189,346
- Income (IRS master file)
- $1,489,682
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- June 9, 2011
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $925,248 | $584,342 | $11,189,346 | XML |
| 990 | December 2024 | $952,463 | $683,623 | $10,164,814 | XML |
| 990 | December 2023 | $694,642 | $623,714 | $9,086,591 | XML |
| 990 | December 2022 | $764,299 | $667,970 | $8,065,035 | 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 95-7044043).
Questions about GSWC RETIREE MEDICAL TR
- What is the EIN of GSWC RETIREE MEDICAL TR?
- The employer identification number (EIN) of GSWC RETIREE MEDICAL TR is 95-7044043.
- Is GSWC RETIREE MEDICAL TR tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to GSWC RETIREE MEDICAL TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GSWC RETIREE MEDICAL 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 GSWC RETIREE MEDICAL TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GSWC RETIREE MEDICAL TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of GSWC RETIREE MEDICAL TR?
- The 990 for the year ended December 31, 2025 names PRINCIPAL BANK - PCS TAX.
- Who are the officers and directors of GSWC RETIREE MEDICAL TR?
- The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $1,955 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
- How much revenue does GSWC RETIREE MEDICAL TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $925,248, expenses of $584,342 and total assets of $11,189,346 at year end.
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