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Nonprofit · EIN 23-7252041

SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND

Tax-exempt · PASADENA, CA 91101

Financials

$6.8M$7M2022$7M$7.3M2023$7.1M$7M2024
Revenue Expenses · by fiscal year end
Financials of SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$7,124,033$7,041,523$82,510$3,582,647$581,463$3,001,184
July 31, 2024990$7,047,571$7,322,623-$275,052$3,553,671$669,723$2,883,948
July 31, 2023990$6,757,120$6,959,405-$202,285$3,720,167$689,566$3,030,601
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$6,972,708
Investment income
$150,883
Net gain from sales of assets
$50,398
Other revenue
$442

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$6,863,561
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$9,837
Accounting fees
$16,800
Program services (functional)
$7,014,886
Management and general (functional)
$26,637

Balance sheet and other

Total assets, start of year
$3,553,671
Total assets, end of year
$3,582,647
Total liabilities, end of year
$581,463
Net assets, end of year
$3,001,184
Gross receipts
$7,198,635
Employees
0
Year formed
1972
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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JONATHAN PARAMOTrustee
Trustee or director
1$0
GARRY TITLETrustee
Trustee or director
1$0
MICHAEL NEWINGTONTrustee
Trustee or director
1$0
DAVE OSBORNETrustee
Trustee or director
1$0
JESSE RODARTETrustee
Trustee or director
1$0
JOSE ARAIZATrustee
Trustee or director
1$0
GREG MCCLELLANDTrustee
Trustee or director
1$0
CHRISTOPHER CHAPMANTrustee
Trustee or director
1$0
ADAN PRECIADOTrustee
Trustee or director
1$0
990 for the year ended July 31, 2024: 9 people
NameTitleHours / weekCompensation
JONATHAN PARAMOTrustee
Trustee or director
1$0
GARRY TITLETrustee
Trustee or director
1$0
MICHAEL NEWINGTONTrustee
Trustee or director
1$0
DAVE OSBORNETrustee
Trustee or director
1$0
JESSE RODARTETrustee
Trustee or director
1$0
JOSE ARAIZATrustee
Trustee or director
1$0
CHRISTOPHER MUHLHAUSERTrustee
Trustee or director
1$0
MICHAEL CHAPMANTrustee
Trustee or director
1$0
ADAM PRECIADOTrustee
Trustee or director
1$0
990 for the year ended July 31, 2023: 10 people
NameTitleHours / weekCompensation
JONATHAN PARAMOTrustee
Trustee or director
1$0
GARY TITLETrustee
Trustee or director
1$0
MICHAEL NEWINGTONTrustee
Trustee or director
1$0
DAVE OSBORNETrustee
Trustee or director
1$0
JESSE RODARTETrustee
Trustee or director
1$0
JOSE ARAIZATrustee
Trustee or director
1$0
CHRISTOPHER MUHLHAUSERTrustee
Trustee or director
1$0
ANTHONY PEREZTrustee
Trustee or director
1$0
MICHAEL CHAPMANTrustee
Trustee or director
1$0
GREG WELSHTrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
131 N EL MOLINO AVE STE 330, PASADENA, CA 91101-1812
Principal officer (990 for 2024)
DAVE OSBORNE, 131 N EL MOLINO AVENUE 330, PASADENA, CA 91101
Signed the 990
DAVE OSBORNE, Trustee
Phone
(626) 792-7337
Return prepared by
MCMENOMY & ASSOCIATES CPAS LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7252041 or by the name SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE MEDICAL, DENTAL AND VISION BENEFITS

990 for the year ended July 31, 2025

Program accomplishments

  • TO PROVIDE HOSPITAL, MEDICAL, DENTAL, VISION, PRSCRIPTION DRUGS, LIFE AND ACCIDENTAL DEATH AND DISMEMBERSHIP BENEFITS FOR APPROXIMATELY 520 ACTIVE MEMBERS AND THEIR DEPENDENTS.
    Expenses $7,014,886

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

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
23-7252041
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1973
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,582,647
Income (IRS master file)
$7,198,635

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$7,124,033$7,041,523$3,582,647XML
990July 2024$7,047,571$7,322,623$3,553,671XML
990July 2023$6,757,120$6,959,405$3,720,167XML
990July 2022$6,881,113$7,103,897$3,940,990IRS
990July 2021–––IRS
990July 2019–––IRS
990July 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 23-7252041).

Questions about SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND

What is the EIN of SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND?
The employer identification number (EIN) of SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND is 23-7252041.
Is SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1973.
Are donations to SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SHOPMENS IRON WORKERS HEALTH & 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 SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND?
The 990 for the year ended July 31, 2025 names DAVE OSBORNE.
Who are the officers and directors of SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND?
The 990 for the year ended July 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does SHOPMENS IRON WORKERS HEALTH & WELFARE TRUST FUND have?
On its 990 for the year ended July 31, 2025 it reported revenue of $7,124,033, expenses of $7,041,523 and total assets of $3,582,647 at year end.

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