Nonprofit · EIN 94-2773477
SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND
Tax-exempt · ALAMEDA, CA 94502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,885,894 | $28,720,409 | $4,165,485 | $70,029,088 | $14,103,614 | $55,925,474 |
| December 31, 2023 | 990 | $28,419,317 | $26,635,821 | $1,783,496 | $61,449,362 | $12,594,507 | $48,854,855 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $31,214,271
- Investment income
- $1,671,623
- Net gain from sales of assets
- -$92,106
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $27,858,557
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $56,383
- Accounting fees
- $28,500
Balance sheet and other
- Total assets, start of year
- $61,449,362
- Total assets, end of year
- $70,029,088
- Total liabilities, end of year
- $14,103,614
- Net assets, end of year
- $55,925,474
- Publicly traded securities
- $48,120,081
- Gross receipts
- $51,273,393
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFF FRANKLIN FORMER | TRUSTEE Trustee or director | 1 | $0 |
| FRAN MCDERMOTT | TRUSTEE Trustee or director | 1 | $0 |
| FRANK SCHETTER | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS GRIFFITH | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL FRANKLIN | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT WARD | TRUSTEE Trustee or director | 1 | $0 |
| DAVID STUDEBAKER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFF FRANKLIN | TRUSTEE Trustee or director | 1 | $0 |
| FRAN MCDERMOTT | TRUSTEE Trustee or director | 1 | $0 |
| FRANK SCHETTER | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS GRIFFITH | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL FRANKLIN | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT WARD | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA 94502-6594
- In care of
- % ZENITH AMERICAN SOLUTIONS
- Principal officer (990 for 2024)
- FRAN MCDERMOTT, 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA 94502
- Signed the 990
- FRAN MCDERMOTT, TRUSTEE
- Phone
- (501) 433-4422
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2773477 or by the name SACRAMENTO AREA ELECTRICAL WORKERS 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 HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS ACCORDING TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE EMPLOYERS AND THE UNION.
Program accomplishments
- TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS ACCORDING TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE EMPLOYERS AND THE UNION.
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
- 94-2773477
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $70,029,088
- Income (IRS master file)
- $51,273,393
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $32,885,894 | $28,720,409 | $70,029,088 | IRS |
| 990 | December 2023 | $28,419,317 | $26,635,821 | $61,449,362 | XML |
| 990 | December 2022 | $21,671,637 | $22,414,307 | $53,827,314 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 94-2773477).
Questions about SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND
- What is the EIN of SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND?
- The employer identification number (EIN) of SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND is 94-2773477.
- Is SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
- Are donations to SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SACRAMENTO AREA ELECTRICAL WORKERS 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 SACRAMENTO AREA ELECTRICAL WORKERS 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 SACRAMENTO AREA ELECTRICAL WORKERS 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 SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 names FRAN MCDERMOTT.
- Who are the officers and directors of SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does SACRAMENTO AREA ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,885,894, expenses of $28,720,409 and total assets of $70,029,088 at year end.
Other nonprofits in ALAMEDA
- OPERATING ENGINEERS LOCAL UNION NO 3 VACATION HOLIDAY AND SICK PAY EIN 81-6631261 · last filed 990 for 2024
- FELTON INSTITUTE EIN 94-1156530 · last filed 990 for 2025
- PIPE TRADES DISTRICT COUNCIL-36 HEALTH AND WELFARE TRUST FUND EIN 94-6082955 · last filed 990 for 2024
- MERCY RETIREMENT CARE CENTER EIN 94-1156579 · last filed 990 for 2025
- ALAMEDA POINT COLLABORATIVE INC EIN 94-3361464 · last filed 990 for 2025
- NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND EIN 94-6073089 · last filed 990 for 2025
- CENTER FOR THE COLLABORATIVE CLASSROOM EIN 94-2311291 · last filed 990 for 2025
- GIRL SCOUTS OF NORTHERN CALIFORNIA EIN 94-1551410 · last filed 990 for 2025