Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-6170245

WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST

Tax-exempt · PLEASANTON, CA 94566

Financials

$48K$288K2023$67K$301K2024
Revenue Expenses · by fiscal year end
Financials of WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$67,006$300,589-$233,583$1,044,814$402,769$642,045
December 31, 2023990$47,509$287,848-$240,339$1,201,977$326,349$875,628
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$43,729
Investment income
$23,277
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$153,870
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$18,903
Accounting fees
$21,180

Balance sheet and other

Total assets, start of year
$1,201,977
Total assets, end of year
$1,044,814
Total liabilities, end of year
$402,769
Net assets, end of year
$642,045
Gross receipts
$67,006
Employees
0
Volunteers
0
Year formed
1967
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.

NameTitleHours / weekCompensation
MICHAEL PATTERSONCHAIRMAN
Trustee or director
0.5$0
RICK SUTPHINCO-CHAIRMAN
Trustee or director
0.5$0
ERIC FULTSTRUSTEE
Trustee or director
0.5$0
CRAIG SKEIETRUSTEE
Trustee or director
0.5$0
RICHARD CHAMBERLAINTRUSTEE
Trustee or director
0.5$0
MATTHEW GONZALESTRUSTEE
Trustee or director
0.5$0
GREG ZEVELYTRUSTEE
Trustee or director
0.5$0
DANIEL HAGUEWOODTRUSTEE
Trustee or director
0.5$0
SEE SCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
MICHAEL PATTERSONCHAIRMAN
Trustee or director
0.5$0
RICK SUTPHINCO-CHAIRMAN
Trustee or director
0.5$0
ERIC FULTSTRUSTEE
Trustee or director
0.5$0
CRAIG SKEIETRUSTEE
Trustee or director
0.5$0
RICHARD CHAMBERLAINTRUSTEE
Trustee or director
0.5$0
MATTHEW GONZALESTRUSTEE
Trustee or director
0.5$0
GREG ZEVELYTRUSTEE
Trustee or director
0.5$0
DANIEL HAGUEWOODTRUSTEE
Trustee or director
0.5$0
SEE SCHEDULE 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 ADMINISTRATORS
Principal officer (990 for 2024)
MICHAEL PATTERSON, 7180 KOLL CENTER PARKWAY 200, PLEASANTON, CA 94566
Signed the 990
MICHAEL PATTERSON, TRUSTEE
Phone
(800) 320-0184
Return prepared by
WITHUMSMITHBROWNPC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6170245 or by the name WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST.

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

Mission

TO PROVIDE PERIODIC MEDICAL EXAMINATION AND DISABILITY BENEFITS TO COVERED PARTICIPANTS IN A MULTIEMPLOYER PLAN.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PLAN PROVIDED PERIODIC MEDICAL EXAMINATION BENEFITS TO COVERED PARTICIPANTS IN A MULTIEMPLOYER PLAN.
  • THE PLAN PROVIDED LONG-TERM DISABILITY BENEFITS TO "GRANDFATHERED" PARTICIPANTS THROUGHOUT THE PLAN YEAR IN A 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-6170245
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1968
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,044,814
Income (IRS master file)
$67,006

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$67,006$300,589$1,044,814IRS
990December 2023$47,509$287,848$1,201,977XML
990December 2022$40,811$132,401$1,401,199IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 94-6170245).

Questions about WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST

What is the EIN of WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST?
The employer identification number (EIN) of WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST is 94-6170245.
Is WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
Are donations to WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND 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 WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST 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 WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST 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 WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST?
The 990 for the year ended December 31, 2024 names MICHAEL PATTERSON.
Who are the officers and directors of WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does WESTERN STATES INSULATORS AND ALLIED WORKERS HEALTH FUND TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $67,006, expenses of $300,589 and total assets of $1,044,814 at year end.

Other nonprofits in PLEASANTON

All nonprofits in PLEASANTON · California