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Nonprofit · EIN 94-6085742

SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST

Tax-exempt · PLEASANTON, CA 94566

Financials

$10.5M$9.2M2023$10.1M$9.5M2024
Revenue Expenses · by fiscal year end
Financials of SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2025990$10,108,276$9,516,454$591,822$21,001,336$3,357,046$17,644,290
January 31, 2024990$10,477,441$9,156,950$1,320,491$20,021,594$3,148,866$16,872,728
Financial details: 990 for the year ended January 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,638,085
Investment income
$470,191
Net gain from sales of assets
-$205,050
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$8,802,139
Compensation of officers, directors and key employees
$1,134
Salaries, compensation and benefits (total)
$1,134
Professional fundraising fees
$0
Legal fees
$84,734
Accounting fees
$158,578

Balance sheet and other

Total assets, start of year
$20,021,594
Total assets, end of year
$21,001,336
Total liabilities, end of year
$3,357,046
Net assets, end of year
$17,644,290
Publicly traded securities
$11,052,616
Gross receipts
$12,555,700
Employees
0
Volunteers
0
Year formed
1954
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 January 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSHUA WATTSTRUSTEE
Trustee or director
1$1,134
HERB WATTSCO-CHAIR
Trustee or director, Officer
10$0
GREG ARMSTRONGCO-CHAIR
Trustee or director, Officer
1$0
TIFFANY KUEHLTRUSTEE
Trustee or director
1$0
STACY WALLACETRUSTEE
Trustee or director
1$0
SCOT VANBUSKIRKTRUSTEE
Trustee or director
1$0
JEREMY PECONOMTRUSTEE
Trustee or director
1$0
PATTI LONGTRUSTEE
Trustee or director
1$0
SEE SCHED O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0
990 for the year ended January 31, 2024: 11 people
NameTitleHours / weekCompensation
JOSHUA WATTSTRUSTEE
Trustee or director
1$1,345
DEAN LLOYDTRUSTEE
Trustee or director
1$491
HERB WATTSCO-CHAIR
Trustee or director, Officer
10$0
GREG ARMSTRONGCO-CHAIR
Trustee or director, Officer
1$0
TIFFANY KUEHLTRUSTEE
Trustee or director
1$0
STACY WALLACETRUSTEE
Trustee or director
1$0
SCOT VANBUSKIRKTRUSTEE
Trustee or director
1$0
JEREMY PECONOMTRUSTEE
Trustee or director
1$0
PATTI LONGTRUSTEE
Trustee or director
1$0
STEVE GARCIATRUSTEE - THRU 06/2023
Trustee or director
1$0
SEE SCHED O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0

Address and contacts

Address (IRS master file)
7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
In care of
% BENESYS INC
Principal officer (990 for 2024)
HERB WATTS, 7180 KOLL CENTER PARKWAY200, PLEASANTON, CA 94566
Signed the 990
HERB WATTS, TRUSTEE
Phone
(925) 208-9999
Return prepared by
WITHUMSMITHBROWNPC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6085742 or by the name SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.

990 for the year ended January 31, 2025

Program accomplishments

  • THE PLAN PROVIDED MEDICAL, DENTAL, AND LIFE INURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.

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 January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026Not on file
2024January 31, 2025June 16, 2025990 on file
2023January 31, 2024June 17, 2024990 on file

IRS record

EIN
94-6085742
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2003
Accounting year ends
January
Files
Form 990 or 990-EZ
Assets (IRS master file)
$21,001,336
Income (IRS master file)
$12,555,700

Filing history

FormYear endedRevenueExpensesAssetsReturn
990January 2025$10,108,276$9,516,454$21,001,336XML
990January 2024$10,477,441$9,156,950$20,021,594XML
990January 2023$8,368,629$7,861,475$17,988,440IRS
990January 2022–––IRS
990January 2021–––IRS
990January 2019–––IRS
990January 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 94-6085742).

Questions about SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST

What is the EIN of SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST?
The employer identification number (EIN) of SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST is 94-6085742.
Is SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
Are donations to SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE 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 SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST due?
The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended January 2025.
Who is the principal officer of SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST?
The 990 for the year ended January 31, 2025 names HERB WATTS.
Who are the officers and directors of SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST?
The 990 for the year ended January 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $1,134 (JOSHUA WATTS, TRUSTEE).
How much revenue does SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH & WELFARE TRUST have?
On its 990 for the year ended January 31, 2025 it reported revenue of $10,108,276, expenses of $9,516,454 and total assets of $21,001,336 at year end.

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