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Nonprofit · EIN 95-6042279

SOUTHWEST CARPENTERS VACATION TRUST

Tax-exempt · LOS ANGELES, CA 90071

Financials

$257M$256.9M2023$296.1M$297.3M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHWEST CARPENTERS VACATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$296,124,883$297,321,456-$1,196,573$121,128,113$117,591,427$3,536,686
December 31, 2023990$257,009,321$256,939,988$69,333$103,440,862$103,547,093-$106,231
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$290,862,023
Investment income
$5,262,860
Net gain from sales of assets
-$1,351,594
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$291,364,591
Salaries, compensation and benefits (total)
$99
Professional fundraising fees
$0
Legal fees
$392,481
Accounting fees
$27,810

Balance sheet and other

Total assets, start of year
$103,440,862
Total assets, end of year
$121,128,113
Total liabilities, end of year
$117,591,427
Net assets, end of year
$3,536,686
Publicly traded securities
$94,636,792
Gross receipts
$311,259,369
Employees
2
Volunteers
0
Year formed
1962
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 / weekCompensationFrom related orgsOther / benefits
FRANK HAWKTRUSTEE
Trustee or director
1$0$352,827$129,062
SEAN HARTRANFTTRUSTEE
Trustee or director
1$0$241,122$98,180
FRANK ZAMBRANOTRUSTEE
Trustee or director
1$0$202,684$88,545
OSCAR CORDOVATRUSTEE
Trustee or director
1$0$176,262$81,777
JOSH RAPERTRUSTEE
Trustee or director
1$0$173,269$81,217
JACOB LOPEZTRUSTEE
Trustee or director
1$0$173,269$81,217
KIM FROMERTRUSTEE
Trustee or director
1$0$0$0
RICHARD HARRISTRUSTEE
Trustee or director
1$0$0$0
CLINT LARISONTRUSTEE
Trustee or director
1$0$0$0
GREG WILSONTRUSTEE
Trustee or director
1$0$0$0
ANTHONY ROSETTITRUSTEE
Trustee or director
1$0$0$0
TONY CORNELLTRUSTEE
Trustee or director
1$0$0$0
CURTIS CONYERS JRTRUSTEE
Trustee or director
1$0$0$0
PETE RODRIGUEZTRUSTEE
Trustee or director
1$0$0$0
ALLEN OTHMANTRUSTEE
Trustee or director
1$0$0$0
1 more people on this return
NameTitleHours / weekCompensation
DOUGLAS MCCARRONTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
FRANK HAWKTRUSTEE
Trustee or director
1$0$339,537$123,098
SEAN HARTRANFTTRUSTEE
Trustee or director
1$0$208,371$86,165
PETE RODRIGUEZTRUSTEE
Trustee or director
1$0$248,104$24,346
FRANK ZAMBRANOTRUSTEE
Trustee or director
1$0$183,048$79,095
OSCAR CORDOVATRUSTEE
Trustee or director
1$0$174,798$77,247
JOSH RAPERTRUSTEE
Trustee or director
1$0$167,240$76,207
JACOB LOPEZTRUSTEE
Trustee or director
1$0$166,745$76,207
KIM FROMERTRUSTEE
Trustee or director
1$0$0$0
RICHARD HARRISTRUSTEE
Trustee or director
1$0$0$0
CLINT LARISONTRUSTEE
Trustee or director
1$0$0$0
GREG WILSONTRUSTEE
Trustee or director
1$0$0$0
ANTHONY ROSETTITRUSTEE
Trustee or director
1$0$0$0
TONY CORNELLTRUSTEE
Trustee or director
1$0$0$0
CURTIS CONYERS JRTRUSTEE
Trustee or director
1$0$0$0
ALLEN OTHMANTRUSTEE
Trustee or director
1$0$0$0
DOUGLAS MCCARRONTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
445 S FIGUEROA ST STE 2800, LOS ANGELES, CA 90071-3204
In care of
% WESTERN STATES CARPENTERSE VACATI
Principal officer (990 for 2024)
PETE RODRIGUEZ, 445 SOUTH FIGUEROA STREET, LOS ANGELES, CA 90071
Signed the 990
PETE RODRIGUEZ, TRUSTEE
Phone
(213) 386-8590
Return prepared by
CALIBRE CPA GROUP PLLC

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6042279 or by the name SOUTHWEST CARPENTERS VACATION TRUST.

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

Mission

TO PROVIDE VACATION, SICK LEAVE AND PAID TIME OFF BENEFITS.

990 for the year ended December 31, 2024

Program accomplishments

  • SERVICES PERFORMED FOR DISTRIBUTION OF VACATION, SICK LEAVE AND PAID TIME OFF BENEFITS FOR 53,731 ACTIVE PARTICIPANTS.

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
95-6042279
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1964
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$121,128,113
Income (IRS master file)
$311,259,369

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$296,124,883$297,321,456$121,128,113XML
990December 2023$257,009,321$256,939,988$103,440,862XML
990December 2022$237,222,280$241,106,199$87,776,590IRS
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 95-6042279).

Questions about SOUTHWEST CARPENTERS VACATION TRUST

What is the EIN of SOUTHWEST CARPENTERS VACATION TRUST?
The employer identification number (EIN) of SOUTHWEST CARPENTERS VACATION TRUST is 95-6042279.
Is SOUTHWEST CARPENTERS VACATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
Are donations to SOUTHWEST CARPENTERS VACATION TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTHWEST CARPENTERS VACATION 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 SOUTHWEST CARPENTERS VACATION 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 SOUTHWEST CARPENTERS VACATION 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 SOUTHWEST CARPENTERS VACATION TRUST?
The 990 for the year ended December 31, 2024 names PETE RODRIGUEZ.
Who are the officers and directors of SOUTHWEST CARPENTERS VACATION TRUST?
The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
How much revenue does SOUTHWEST CARPENTERS VACATION TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $296,124,883, expenses of $297,321,456 and total assets of $121,128,113 at year end.

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