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Nonprofit · EIN 95-6289239

IPM HEALTH AND WELFARE TRUST OF CALIFORNIA

Tax-exempt · RIVERSIDE, CA 92507

Financials

$10.9M$10.1M2022$10.7M$10M2023$15.4M$15.2M2024
Revenue Expenses · by fiscal year end
Financials of IPM HEALTH AND WELFARE TRUST OF CALIFORNIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$15,391,526$15,160,382$231,144$24,076,305$2,886,093$21,190,212
August 31, 2024990$10,743,880$10,006,800$737,080$14,968,526$1,945,098$13,023,428
August 31, 2023990$10,852,974$10,112,351$740,623$13,888,662$1,786,991$12,101,671
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$13,388,553
Investment income
$628,493
Net rental income
$28,923
Net gain from sales of assets
-$14,103
Other revenue
$1,374,480

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,782,180
Compensation of officers, directors and key employees
$231,118
Other salaries and wages
$400,820
Salaries, compensation and benefits (total)
$909,609
Professional fundraising fees
$0
Legal fees
$60,026
Accounting fees
$26,000

Balance sheet and other

Total assets, start of year
$14,968,526
Total assets, end of year
$24,076,305
Total liabilities, end of year
$2,886,093
Net assets, end of year
$21,190,212
Land, buildings and equipment
$522,057
Publicly traded securities
$9,718,491
Net assets without donor restrictions
$21,190,212
Gross receipts
$32,031,464
Employees
6
Volunteers
0
Year formed
1970
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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DEA GAMBOA SANDRAADMINISTRATOR
Officer
40$158,529$72,589
CONNEEN TINAOFFICE MANAGER
Highest-paid employee
40$106,460$58,143
MCKINLEY CARMEN NCLAIMS SUPERVISOR
Highest-paid employee
40$102,736$57,692
DEA MICHAELUNION TRUSTEE
Trustee or director
2$0$0
GLAZA ROBERTEMPLOYER TRUSTEE
Trustee or director
2$0$0
GAMBOA MARIOUNION TRUSTEE
Trustee or director
2$0$0
LOPEZ BRANDENEMPLOYER TRUSTEE
Trustee or director
2$0$0
TABER CHRISEMPLOYER TRUSTEE
Trustee or director
2$0$0
MADISON-WILSON CAMILLAEMPLOYER TRUSTEE
Trustee or director
2$0$0
HICKS BOBUNION TRUSTEE
Trustee or director
2$0$0
LOPEZ SEANUNION TRUSTEE
Trustee or director
2$0$0
990 for the year ended August 31, 2024: 7 people
NameTitleHours / weekCompensationOther / benefits
DEA GAMBOA SANDRAADMINISTRATOR
Officer
40$155,786$70,383
DEA MICHAELTRUSTEE
Trustee or director
2$0$0
GLAZA ROBERTTRUSTEE
Trustee or director
2$0$0
GAMBOA MARIOTRUSTEE
Trustee or director
2$0$0
LOPEZ BRANDENTRUSTEE
Trustee or director
2$0$0
SMITH WILLIAMTRUSTEE
Trustee or director
2$0$0
TABER CHRISTRUSTEE
Trustee or director
2$0$0
990 for the year ended August 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
DEA GAMBOASANDRAADMINISTRATOR
Officer
40$147,902$70,878
CONNEEN TINA LOFFICE MANAGER
Highest-paid employee
40$101,239$54,279
DEA MICHAELTRUSTEE
Trustee or director
2$0$0
GLAZA ROBERTTRUSTEE
Trustee or director
2$0$0
HICKS ROBERTTRUSTEE
Trustee or director
2$0$0
LOPEZ BRANDENTRUSTEE
Trustee or director
2$0$0
SMITH WILLIAMTRUSTEE
Trustee or director
2$0$0
TABER CHRISTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
1168 E LA CADENA DR, RIVERSIDE, CA 92507-8695
In care of
% SANDRA DEA
Principal officer (990 for 2024)
SANDRA DEA, 1168 E LA CADENA DR, RIVERSIDE, CA 92507
Signed the 990
SANDRA DEA, ADMINISTRATOR
Phone
(951) 684-1791
Return prepared by
MILLER KAPLAN ARASE LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6289239 or by the name IPM HEALTH AND WELFARE TRUST OF CALIFORNIA.

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

Mission

PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION AND DEATH BENEFITS TO ALL ELIGIBLE PARTICIPANTS.

990 for the year ended August 31, 2025

Program accomplishments

  • PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION AND DEATH BENEFITS TO ALL ELIGIBLE 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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
95-6289239
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1982
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$24,076,305
Income (IRS master file)
$32,031,464

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$15,391,526$15,160,382$24,076,305XML
990August 2024$10,743,880$10,006,800$14,968,526XML
990August 2023$10,852,974$10,112,351$13,888,662XML
990August 2022$11,435,581$14,297,423$13,909,630IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 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 95-6289239).

Questions about IPM HEALTH AND WELFARE TRUST OF CALIFORNIA

What is the EIN of IPM HEALTH AND WELFARE TRUST OF CALIFORNIA?
The employer identification number (EIN) of IPM HEALTH AND WELFARE TRUST OF CALIFORNIA is 95-6289239.
Is IPM HEALTH AND WELFARE TRUST OF CALIFORNIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
Are donations to IPM HEALTH AND WELFARE TRUST OF CALIFORNIA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IPM HEALTH AND WELFARE TRUST OF CALIFORNIA 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 IPM HEALTH AND WELFARE TRUST OF CALIFORNIA due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IPM HEALTH AND WELFARE TRUST OF CALIFORNIA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of IPM HEALTH AND WELFARE TRUST OF CALIFORNIA?
The 990 for the year ended August 31, 2025 names SANDRA DEA.
Who are the officers and directors of IPM HEALTH AND WELFARE TRUST OF CALIFORNIA?
The 990 for the year ended August 31, 2025 lists 11 people; 3 received compensation from the organization, the highest $158,529 (DEA GAMBOA SANDRA, ADMINISTRATOR).
How much revenue does IPM HEALTH AND WELFARE TRUST OF CALIFORNIA have?
On its 990 for the year ended August 31, 2025 it reported revenue of $15,391,526, expenses of $15,160,382 and total assets of $24,076,305 at year end.

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