Nonprofit · EIN 95-6047878
SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND
Tax-exempt · COVINA, CA 91724
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $25,412,982 | $20,682,931 | $4,730,051 | $41,788,111 | $8,949,105 | $32,839,006 |
| December 31, 2023 | 990 | $22,473,366 | $19,005,099 | $3,468,267 | $34,684,219 | $7,726,229 | $26,957,990 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $24,140,726
- Investment income
- $1,271,336
- Other revenue
- $920
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $19,834,916
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $53,377
- Accounting fees
- $198,157
Balance sheet and other
- Total assets, start of year
- $34,684,219
- Total assets, end of year
- $41,788,111
- Total liabilities, end of year
- $8,949,105
- Net assets, end of year
- $32,839,006
- Publicly traded securities
- $30,617,091
- Gross receipts
- $25,412,982
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RON BROWN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JON LECARNER | Employer Trustee Trustee or director | 1 | $0 |
| FRANK MULLER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JOE STEFFAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JON COLEY | UNION TRUSTEE Trustee or director | 1 | $0 |
| MATT CORNELL | UNION TRUSTEE Trustee or director | 1 | $0 |
| FRED MURILLO | UNION TRUSTEE Trustee or director | 1 | $0 |
| LUIS ROBLES | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK MULLER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JOE STEFFAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| RON BROWN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JON COLEY | UNION TRUSTEE Trustee or director | 1 | $0 |
| LUIS ROBLES | UNION TRUSTEE Trustee or director | 1 | $0 |
| Jon LeCarner | Employer Trustee Trustee or director | 1 | $0 |
| Fred Murillo | Union Trustee Trustee or director | 1 | $0 |
| MATT CORNELL | UNION TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1055 PARK VIEW DR STE 111, COVINA, CA 91724-3735
- In care of
- % PSWA ROCIO MORENO
- Principal officer (990 for 2024)
- JON COLEY, 1055 Park View Dr Ste 111, Covina, CA 91724
- Signed the 990
- JON COLEY, CHAIRMAN
- Phone
- (626) 279-3000
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6047878 or by the name SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND.
- 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
SEE SCHEDULE O
Program accomplishments
- THE SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
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 | Not 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
- 95-6047878
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $41,788,111
- Income (IRS master file)
- $25,412,982
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $25,412,982 | $20,682,931 | $41,788,111 | IRS |
| 990 | December 2023 | $22,473,366 | $19,005,099 | $34,684,219 | XML |
| 990 | December 2022 | $18,341,538 | $17,180,058 | $28,184,364 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 95-6047878).
Questions about SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND
- What is the EIN of SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND?
- The employer identification number (EIN) of SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND is 95-6047878.
- Is SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
- Are donations to SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND 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 SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND 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 SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND 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 SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND?
- The 990 for the year ended December 31, 2024 names JON COLEY.
- Who are the officers and directors of SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN CALIFORNIA LOCAL 831-EMPLOYE HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $25,412,982, expenses of $20,682,931 and total assets of $41,788,111 at year end.
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