Nonprofit · EIN 94-6250011
ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234
Tax-exempt · SAN JOSE, CA 95106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $6,822,841 | $8,895,606 | -$2,072,765 | $12,057,134 | $6,809,622 | $5,247,512 |
| May 31, 2024 | 990 | $5,822,432 | $5,758,381 | $64,051 | $13,251,687 | $6,171,996 | $7,079,691 |
| May 31, 2023 | 990 | $7,384,409 | $7,552,324 | -$167,915 | $12,946,721 | $6,309,952 | $6,636,769 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,393,711
- Investment income
- $429,130
- Net gain from sales of assets
- $21,974
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,410,206
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $49,276
- Salaries, compensation and benefits (total)
- $98,848
- Professional fundraising fees
- $0
- Legal fees
- $16,293
- Accounting fees
- $34,587
Balance sheet and other
- Total assets, start of year
- $13,251,687
- Total assets, end of year
- $12,057,134
- Total liabilities, end of year
- $6,809,622
- Net assets, end of year
- $5,247,512
- Publicly traded securities
- $9,060,841
- Gross receipts
- $10,041,328
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1971
- 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 |
|---|---|---|---|
| MARK CLOUGH | TRUSTEE Trustee or director | 1 | $0 |
| JERRI CHAMPLIN | TRUSTEE Trustee or director | 1 | $0 |
| JOSE MUNOZ | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW HARTMANN | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN RATEGAN | TRUSTEE Trustee or director | 1 | $0 |
| HEATHER JEROME | TRUSTEE Trustee or director | 1 | $0 |
| PAUL GUTIERREZ | TRUSTEE (PAST) Trustee or director | 1 | $0 |
| ANDRES LAUREANO | TRUSTEE (PAST) Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK CLOUGH | TRUSTEE Trustee or director | 1 | $0 |
| JERRI CHAMPLIN | TRUSTEE Trustee or director | 1 | $0 |
| PAUL GUTIERREZ | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW HARTMANN | TRUSTEE Trustee or director | 1 | $0 |
| ANDRES LAUREANO | TRUSTEE Trustee or director | 1 | $0 |
| HEATHER JEROME | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FREDERICK JENSEN | TRUSTEE (FORMER) Trustee or director | 1 | $0 |
| MARK CLOUGH | TRUSTEE Trustee or director | 1 | $0 |
| JERRI CHAMPLIN | TRUSTEE Trustee or director | 1 | $0 |
| LAMONT ADAMS | TRUSTEE (FORMER) Trustee or director | 1 | $0 |
| MIKE IHNOT | TRUSTEE (FORMER) Trustee or director | 1 | $0 |
| ANDY GATTIS | TRUSTEE (FORMER) Trustee or director | 1 | $0 |
| PAUL GUTIERREZ | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW HARTMANN | TRUSTEE Trustee or director | 1 | $0 |
| ANDRES LAUREANO | TRUSTEE Trustee or director | 1 | $0 |
| HEATHER JEROME | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 670, SAN JOSE, CA 95106-0670
- In care of
- % KAITLYN DEPALMA
- Principal officer (990 for 2024)
- JERRI CHAMPLIN, 6293 SAN IGNACIO AVE, SAN JOSE, CA 95119
- Signed the 990
- JERRI CHAMPLIN, CO-CHAIR
- Phone
- (408) 588-3768
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6250011 or by the name ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234.
- 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 ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THEIR COLLECTIVE BARGAINING AGREEMENT.
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
- 94-6250011
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,057,134
- Income (IRS master file)
- $10,041,328
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $6,822,841 | $8,895,606 | $12,057,134 | XML |
| 990 | May 2024 | $5,822,432 | $5,758,381 | $13,251,687 | XML |
| 990 | May 2023 | $7,384,409 | $7,552,324 | $12,946,721 | XML |
| 990 | May 2022 | $7,247,540 | $7,647,983 | $13,137,351 | 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 94-6250011).
Questions about ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234
- What is the EIN of ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234?
- The employer identification number (EIN) of ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234 is 94-6250011.
- Is ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
- Are donations to ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234 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 AND WELFARE TRUST FUND IBEW LOCAL 234 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 AND WELFARE TRUST FUND IBEW LOCAL 234 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 AND WELFARE TRUST FUND IBEW LOCAL 234?
- The 990 for the year ended May 31, 2025 names JERRI CHAMPLIN.
- Who are the officers and directors of ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND IBEW LOCAL 234?
- 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 AND WELFARE TRUST FUND IBEW LOCAL 234 have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $6,822,841, expenses of $8,895,606 and total assets of $12,057,134 at year end.
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