Nonprofit · EIN 61-1670591
CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND
Tax-exempt · PHOENIX, AZ 85012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $10,211,124 | $10,349,242 | -$138,118 | $1,449,354 | $892,758 | $556,596 |
| December 31, 2024 | 990 | $9,344,733 | $9,282,741 | $61,992 | $1,524,827 | $830,113 | $694,714 |
| December 31, 2023 | 990 | $9,719,193 | $9,694,647 | $24,546 | $1,367,302 | $734,580 | $632,722 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,162,109
- Investment income
- $49,015
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,073,213
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,486
- Accounting fees
- $28,342
Balance sheet and other
- Total assets, start of year
- $1,524,827
- Total assets, end of year
- $1,449,354
- Total liabilities, end of year
- $892,758
- Net assets, end of year
- $556,596
- Gross unrelated business income
- $49,015
- Gross receipts
- $10,211,124
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2012
- 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 |
|---|---|---|---|
| TIMOTHY GALLAGHER | CHAIRPERSON Trustee or director, Officer | 2 | $0 |
| VICTOR ANSELMO | SECRETARY/ TREASURER Trustee or director, Officer | 2 | $0 |
| SAGE SCOTT | DIRECTOR Trustee or director | 2 | $0 |
| BRUCE STENSLIE | DIRECTOR Trustee or director | 2 | $0 |
| TOM TUTTLE | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY GALLAGHER | CHAIRPERSON Trustee or director, Officer | 2 | $0 |
| VICTOR ANSELMO | SECRETARY/ TREASURER Trustee or director, Officer | 2 | $0 |
| SAGE SCOTT | DIRECTOR Trustee or director | 2 | $0 |
| BRUCE STENSLIE | DIRECTOR Trustee or director | 2 | $0 |
| TOM TUTTLE | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY GALLAGHER | CHAIRPERSON Trustee or director, Officer | 2 | $0 |
| VICTOR ANSELMO | SECRETARY/ TREASURER Trustee or director, Officer | 2 | $0 |
| SAGE SCOTT | TRUSTEE Trustee or director | 2 | $0 |
| BRUCE STENSLIE | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 333 E OSBORN RD STE 300, PHOENIX, AZ 85012-2322
- In care of
- % MVI ADMINISTRATORS INC
- Principal officer (990 for 2025)
- TIMOTHY GALLAGHER, 333 E OSBORN ROAD 300, PHOENIX, AZ 85012
- Signed the 990
- TIMOTHY GALLAGHER, CHAIRPERSON
- Phone
- (602) 257-9119
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE HEALTH BENEFITS (MEDICAL, DENTAL AND VISION) FOR ELIGIBLE EMPLOYEES OF THE PARTICIPATING EMPLOYERS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH BENEFITS AND CERTAIN VOLUNTARY BENEFITS FOR 1,197 PARTICIPANTS AND THEIR COVERED DEPENDENTS.
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
- 61-1670591
- 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)
- $1,449,354
- Income (IRS master file)
- $10,211,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $10,211,124 | $10,349,242 | $1,449,354 | XML |
| 990 | December 2024 | $9,344,733 | $9,282,741 | $1,524,827 | XML |
| 990 | December 2023 | $9,719,193 | $9,694,647 | $1,367,302 | XML |
| 990 | December 2022 | $12,310,828 | $12,327,820 | $1,472,790 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 61-1670591).
Questions about CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND
- What is the EIN of CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND is 61-1670591.
- Is CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA SMALL MANUFACTURING 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 CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 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 CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 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 CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2025 names TIMOTHY GALLAGHER.
- Who are the officers and directors of CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $10,211,124, expenses of $10,349,242 and total assets of $1,449,354 at year end.
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