Nonprofit · EIN 94-6474308
GALLO UNION HEALTH TRUST
Tax-exempt · MODESTO, CA 95353
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $16,282,127 | $17,265,804 | -$983,677 | $17,507,455 | $1,386,759 | $16,120,696 |
| December 31, 2024 | 990 | $17,309,833 | $18,597,116 | -$1,287,283 | $19,629,434 | $2,525,061 | $17,104,373 |
| December 31, 2023 | 990 | $15,871,343 | $15,676,657 | $194,686 | $18,985,959 | $594,304 | $18,391,655 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,018,527
- Investment income
- $263,600
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $16,685,818
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $17,243,881
- Management and general (functional)
- $21,923
Balance sheet and other
- Total assets, start of year
- $19,629,434
- Total assets, end of year
- $17,507,455
- Total liabilities, end of year
- $1,386,759
- Net assets, end of year
- $16,120,696
- Gross unrelated business income
- $263,600
- Gross receipts
- $16,282,127
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1979
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH COTTEL | TRUSTEE Trustee or director | 1 | $0 |
| JEFF WILSON | TRUSTEE Trustee or director | 1 | $0 |
| DAVID PIERCE | SENIOR DIRECTOR Officer | 1 | $0 |
| ADRIENNE PALER | SENIOR MANAGER Officer | 4 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH COTTEL | TRUSTEE Trustee or director | 1 | $0 |
| JEFF WILSON | TRUSTEE Trustee or director | 1 | $0 |
| DAVID PIERCE | SENIOR DIRECTOR Officer | 1 | $0 |
| ADRIENNE PALER | SENIOR MANAGER Officer | 4 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE LEWIS | TRUSTEE Trustee or director | 1 | $0 |
| JEFF WILSON | TRUSTEE Trustee or director | 1 | $0 |
| DAVID PIERCE | SENIOR DIRECTOR Officer | 1 | $0 |
| CARMELLA SMYTH | SENIOR MANAGER Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1130, MODESTO, CA 95353-1130
- Principal officer (990 for 2025)
- ELIZABETH COTTEL, 600 YOSEMITE BLVD, MODESTO, CA 95354
- Signed the 990
- ELIZABETH COTTEL, TRUSTEE
- Phone
- (209) 341-3024
- Return prepared by
- BARBICH HOOPER KING DILL HOFFMAN
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6474308 or by the name GALLO UNION HEALTH TRUST.
- 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
THE TRUST PROVIDES MEDICAL, HEALTHCARE & DENTAL BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS IN ACCORDANCE WITH GALLO UNION HEALTH & GALLO GLASS CO. HOURLY GROUP DENTAL PLAN.
Program accomplishments
- THE TRUST PROVIDES HEALTH BENEFITS TO PARTICIPANTS OF THE GALLO UNION HEALTH PLAN. THE TRUST ALLOWS ELIGIBLE PARTICIPANTS TO RECEIVE NEEDED HEALTHCARE BY PROVIDING SUCH PARTICIPANTS THE BENEFITS OF REGULAR PREVENTATIVE HEALTH ASSESSMENTS AND MEDICAL TREATEMENTS FOR VARIOUS CONDITIONS. THE TRUST ALSO FACILITATES THE COMPANY'S ABILITY TO PROVIDE SUCH HEALTHCARE TO EMPLOYEES, RETIREES, THEIR DEPENDENTS, AND COBRA MEMBERS, BY COLLECTING CONTRIBUTIONS FROM THE COMPANY, EMPLOYEES, RETIREES AND COBRA MEMBERS, TO PAY INSURANCE PROVIDERS FOR CLAIMS PROCESSING AND ADMINISTRATIVE FEES.
- THE TRUST PROVIDES DENTAL BENEFITS TO PARTICIPANTS OF THE GALLO GLASS CO. HOURLY GROUP DENTAL PLAN. THE TRUST ALSO ALLOWS ELIGIBLE PARTICIPANTS TO RECEIVE NEEDED DENTAL CARE BY PROVIDING SUCH PARTICIPANTS THE BENEFITS OF REGULAR PREVENTIVE DENTAL ASSESSMENTS AND DENTAL TREATMENTS FOR VARIOUS CONDITIONS. THE TRUST ALSO FACILITATES THE COMPANY'S ABILITY TO PROVIDE SUCH DENTAL CARE TO EMPLOYEES, RETIREES, THEIR DEPENDANTS, AND COBRA MEMBERS, BY COLLECTING CONTRIBUTIONS FROM THE COMPANY, EMPLOYEES,RETIREES AND COBRA MEMBERS, TO PAY INSURANCE PROVIDERS FOR CLAIMS PROCESSING AND ADMINISTRATIVE FEES.
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 | 990 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
- 94-6474308
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,507,455
- Income (IRS master file)
- $16,282,127
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $16,282,127 | $17,265,804 | $17,507,455 | XML |
| 990 | December 2024 | $17,309,833 | $18,597,116 | $19,629,434 | XML |
| 990 | December 2023 | $15,871,343 | $15,676,657 | $18,985,959 | XML |
| 990 | December 2022 | $14,518,836 | $16,358,881 | $19,403,664 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 94-6474308).
Questions about GALLO UNION HEALTH TRUST
- What is the EIN of GALLO UNION HEALTH TRUST?
- The employer identification number (EIN) of GALLO UNION HEALTH TRUST is 94-6474308.
- Is GALLO UNION HEALTH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to GALLO UNION HEALTH TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GALLO UNION HEALTH 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 GALLO UNION HEALTH TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GALLO UNION HEALTH TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of GALLO UNION HEALTH TRUST?
- The 990 for the year ended December 31, 2025 names ELIZABETH COTTEL.
- Who are the officers and directors of GALLO UNION HEALTH TRUST?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does GALLO UNION HEALTH TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $16,282,127, expenses of $17,265,804 and total assets of $17,507,455 at year end.
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