Nonprofit · EIN 94-6077924
ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND
Tax-exempt · SAN JOSE, CA 95150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $34,856,898 | $39,704,103 | -$4,847,205 | $82,827,251 | $26,412,868 | $56,414,383 |
| May 31, 2024 | 990 | $40,826,078 | $41,144,473 | -$318,395 | $87,447,062 | $26,878,968 | $60,568,094 |
| May 31, 2023 | 990 | $36,184,177 | $33,602,685 | $2,581,492 | $82,350,444 | $21,822,863 | $60,527,581 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $30,222,773
- Investment income
- $3,760,656
- Net gain from sales of assets
- $316,896
- Other revenue
- $873,469
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $38,314,089
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $19,795
- Accounting fees
- $79,853
- Program services (functional)
- $38,314,089
- Management and general (functional)
- $1,390,014
Balance sheet and other
- Total assets, start of year
- $87,447,062
- Total assets, end of year
- $82,827,251
- Total liabilities, end of year
- $26,412,868
- Net assets, end of year
- $56,414,383
- Publicly traded securities
- $71,904,840
- Gross receipts
- $103,072,448
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN PASINI | TRUSTEE Trustee or director | 5 | $0 |
| ABE TALAKAI | TRUSTEE Trustee or director | 5 | $0 |
| BRIAN IWASHITA | TRUSTEE Trustee or director | 5 | $0 |
| DAVID CHAD | TRUSTEE Trustee or director | 5 | $0 |
| TIM LYNCH | TRUSTEE Trustee or director | 5 | $0 |
| SCOTT WEIN | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM KUHR | TRUSTEE, CHAIRMAN Trustee or director | 5 | $0 |
| DAVE MAURO | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended May 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN PASINI | TRUSTEE Trustee or director | 5 | $0 |
| ABE TALAKAI | TRUSTEE Trustee or director | 5 | $0 |
| BRIAN IWASHITA | TRUSTEE Trustee or director | 5 | $0 |
| DAVID CHAD | TRUSTEE Trustee or director | 5 | $0 |
| TIM LYNCH | TRUSTEE Trustee or director | 5 | $0 |
| SCOTT WEIN | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM KUHR | TRUSTEE, CHAIRMAN Trustee or director | 5 | $0 |
| DAVE MAURO | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended May 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN PASINI | TRUSTEE Trustee or director | 5 | $0 |
| ABE TALAKAI | TRUSTEE Trustee or director | 5 | $0 |
| BRIAN IWASHITA | TRUSTEE Trustee or director | 5 | $0 |
| DAVID CHAD | TRUSTEE Trustee or director | 5 | $0 |
| TIM LYNCH | TRUSTEE Trustee or director | 5 | $0 |
| SCOTT WEIN | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM KUHR | TRUSTEE, CHAIRMAN Trustee or director | 5 | $0 |
| DAVE MAURO | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5057, SAN JOSE, CA 95150-5057
- In care of
- % TRUST FUND
- Principal officer (990 for 2024)
- WILLIAM KUHR, 6800 SANTA TERESA BOULEVARD SUITE, 100, SAN JOSE, CA 95119
- Signed the 990
- WILLIAM KUHR, TRUSTEE, CHAIRMAN
- Phone
- (408) 288-4400
- Website
- IBEW617BENEFITS.COM
- Return prepared by
- INEICH & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6077924 or by the name ELECTRICAL WORKERS HEALTH & 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 BENEFITS TO PARTICIPANTS
Program accomplishments
- PROVIDE HEALTH BENEFITS TO PARTICIPANTSExpenses $38,314,089
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6077924
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1956
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $82,827,251
- Income (IRS master file)
- $103,072,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $34,856,898 | $39,704,103 | $82,827,251 | XML |
| 990 | May 2024 | $40,826,078 | $41,144,473 | $87,447,062 | XML |
| 990 | May 2023 | $36,184,177 | $33,602,685 | $82,350,444 | XML |
| 990 | May 2022 | $35,188,346 | $32,463,166 | $80,228,048 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 94-6077924).
Questions about ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND
- What is the EIN of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND is 94-6077924.
- Is ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1956.
- Are donations to ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELECTRICAL 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 ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELECTRICAL 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 May 2025.
- Who is the principal officer of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended May 31, 2025 names WILLIAM KUHR.
- Who are the officers and directors of ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended May 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $34,856,898, expenses of $39,704,103 and total assets of $82,827,251 at year end.
Other nonprofits in SAN JOSE
- SAN ANDREAS REGIONAL CENTER EIN 94-2591195 · last filed 990 for 2025
- CRANKSTART FOUNDATION EIN 94-3377099 · last filed 990-PF for 2024
- SECOND HARVEST OF SILICON VALLEY EIN 94-2614101 · last filed 990 for 2025
- TECHNOLOGY CREDIT UNION EIN 94-1651781 · last filed 990 for 2024
- ROCKETSHIP EDUCATION EIN 20-4040597 · last filed 990 for 2025
- PLANNED PARENTHOOD MAR MONTE INC EIN 94-1583439 · last filed 990 for 2025
- THE HARKER SCHOOL EIN 94-1613808 · last filed 990 for 2025
- MOMENTUM FOR HEALTH EIN 94-1496052 · last filed 990 for 2025