Nonprofit · EIN 61-6370626
CAISO WELFARE BENEFIT PLANS TRUST
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,657,534 | $17,936 | $1,639,598 | $22,230,549 | $0 | $22,230,549 |
| December 31, 2024 | 990 | $991,360 | $17,533 | $973,827 | $20,595,947 | $0 | $20,595,947 |
| December 31, 2023 | 990 | $813,012 | $9,185 | $803,827 | $19,634,793 | $0 | $19,634,793 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,656,876
- Net gain from sales of assets
- $740,619
- Other revenue
- $658
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $17,936
Balance sheet and other
- Total assets, start of year
- $20,595,947
- Total assets, end of year
- $22,230,549
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,230,549
- Publicly traded securities
- $22,230,287
- Gross receipts
- $2,120,049
- Employees
- 0
- Year formed
- 2019
- 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 FINANCIAL GROUP | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % TIMOTHY P HOPPE
- Signed the 990
- PRINCIPAL BANK - PCS TAX, TRUSTEE
- Return prepared by
- PWC US TAX LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORP
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORP
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
- 61-6370626
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $22,230,549
- Income (IRS master file)
- $2,120,049
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,657,534 | $17,936 | $22,230,549 | IRS |
| 990 | December 2024 | $991,360 | $17,533 | $20,595,947 | IRS |
| 990 | December 2023 | $813,012 | $9,185 | $19,634,793 | XML |
| 990 | December 2022 | $703,590 | $16,490 | $18,834,319 | 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 61-6370626).
Questions about CAISO WELFARE BENEFIT PLANS TRUST
- What is the EIN of CAISO WELFARE BENEFIT PLANS TRUST?
- The employer identification number (EIN) of CAISO WELFARE BENEFIT PLANS TRUST is 61-6370626.
- Is CAISO WELFARE BENEFIT PLANS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to CAISO WELFARE BENEFIT PLANS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CAISO WELFARE BENEFIT PLANS TRUST 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 CAISO WELFARE BENEFIT PLANS TRUST 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 CAISO WELFARE BENEFIT PLANS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of CAISO WELFARE BENEFIT PLANS TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CAISO WELFARE BENEFIT PLANS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,657,534, expenses of $17,936 and total assets of $22,230,549 at year end.
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All nonprofits in BRENTWOOD · New York · Mutual and membership benefit