Nonprofit · EIN 87-0496328
IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $40,441,700 | $35,355,483 | $5,086,217 | $59,782,218 | $7,171,481 | $52,610,737 |
| December 31, 2023 | 990 | $39,462,138 | $31,124,232 | $8,337,906 | $52,552,003 | $7,021,311 | $45,530,692 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $38,321,311
- Investment income
- $2,120,389
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $33,997,089
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $48,280
- Accounting fees
- $16,246
Balance sheet and other
- Total assets, start of year
- $52,552,003
- Total assets, end of year
- $59,782,218
- Total liabilities, end of year
- $7,171,481
- Net assets, end of year
- $52,610,737
- Publicly traded securities
- $56,008,005
- Net assets without donor restrictions
- $52,610,737
- Gross receipts
- $40,441,700
- Employees
- 0
- Year formed
- 1991
- State of legal domicile
- UT
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Travis Eri | Secretary Trustee or director, Officer | 1 | $0 |
| Eric Larsen | Trustee Trustee or director | 1 | $0 |
| Kevin Owen | Trustee Trustee or director | 1 | $0 |
| Elizabeth Nielson | Trustee Trustee or director | 1 | $0 |
| Julie Lewis | Chairperson Trustee or director, Officer | 1 | $0 |
| Nanette Quitt | Trustee Trustee or director | 1 | $0 |
| Brad Richards | Trustee Trustee or director | 1 | $0 |
| Curtis Mansfield | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marcy Grail | Secretary Trustee or director, Officer | 1 | $0 |
| Eric Larsen | Trustee Trustee or director | 1 | $0 |
| Kevin Owen | Trustee Trustee or director | 1 | $0 |
| Elizabeth Nielson | Trustee Trustee or director | 1 | $0 |
| Julie Lewis | Chairperson Trustee or director, Officer | 1 | $0 |
| Nanette Quitt | Trustee Trustee or director | 1 | $0 |
| Brad Richards | Trustee Trustee or director | 1 | $0 |
| Curtis Mansfield | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
- Principal officer (990 for 2024)
- Board of Trustees
- Signed the 990
- Julie Lewis, Chairperson
- Phone
- (925) 208-9999
- Return prepared by
- Baldwin Moffitt Behm LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 87-0496328 or by the name IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND.
- 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
To provide medical, dental, and life insurance benefits to participants of the plan.
Program accomplishments
- The plan provides medical, dental, and life insurance benefits under a collectively bargained agreement between ibew local union 57 and pacificorp dba rocky mountain power.
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 | Not 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
- 87-0496328
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $59,782,218
- Income (IRS master file)
- $40,441,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $40,441,700 | $35,355,483 | $59,782,218 | XML |
| 990 | December 2023 | $39,462,138 | $31,124,232 | $52,552,003 | XML |
| 990 | December 2022 | $38,319,248 | $32,065,111 | $42,115,469 | 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 87-0496328).
Questions about IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND
- What is the EIN of IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND?
- The employer identification number (EIN) of IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND is 87-0496328.
- Is IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
- Are donations to IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBEW WESTERN UTILITIES HEALTH AND 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 IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 names Board of Trustees.
- Who are the officers and directors of IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does IBEW WESTERN UTILITIES HEALTH AND WELFARE TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $40,441,700, expenses of $35,355,483 and total assets of $59,782,218 at year end.
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- TEAMSTERS LOCAL 631 SECURITY FUND EIN 88-0231734 · last filed 990 for 2025
- TEAMSTERS MANAGED HEALTH CARE TRUST EIN 94-3138272 · last filed 990 for 2024
- ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST FUND EIN 86-0104344 · last filed 990 for 2025
- THE ALBERTSONS COMPANIES FOUNDATION EIN 91-2144510 · last filed 990 for 2025
- 1ST UNITED CREDIT UNION EIN 94-0335800 · last filed 990 for 2024