Nonprofit · EIN 95-6601791
SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F
Tax-exempt · SAN DIEGO, CA 92108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $5,518,742 | $4,076,518 | $1,442,224 | $9,809,661 | $1,907,743 | $7,901,918 |
| September 30, 2024 | 990 | $5,058,255 | $3,180,794 | $1,877,461 | $7,815,546 | $1,379,310 | $6,436,236 |
| September 30, 2023 | 990 | $4,181,938 | $2,673,230 | $1,508,708 | $5,509,916 | $1,128,379 | $4,381,537 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,222,923
- Investment income
- $295,819
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,776,415
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $32,107
- Accounting fees
- $82,423
Balance sheet and other
- Total assets, start of year
- $7,815,546
- Total assets, end of year
- $9,809,661
- Total liabilities, end of year
- $1,907,743
- Net assets, end of year
- $7,901,918
- Publicly traded securities
- $6,274,025
- Gross receipts
- $5,518,742
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1972
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE MCDONNELL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| KATHARINA MAKARUSHKA | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN BARNETT | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| RYAN MEISHEID | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| TOM INTAGLIATA | MANAGEMENT TRUSTEE - CHAIRMAN Trustee or director | 0.5 | $0 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE MCDONNELL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| KATHARINA MAKARUSHKA | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN BARNETT | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| RYAN MESHEID | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| TOM INTAGLIATA | MANAGEMENT TRUSTEE - CHAIRMAN Trustee or director | 0.5 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZANNE MCDONNELL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| KATHARINA MAKARUSHKA | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN BARNETT | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| RYAN MESHEID | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| TOM INTAGLIATA | MANAGEMENT TRUSTEE - CHAIRMAN Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3737 CAMINO DEL RIO S STE 300, SAN DIEGO, CA 92108-4009
- In care of
- % BENESYS ADMINISTRATORS
- Principal officer (990 for 2024)
- TOM INTAGLIATA, 3737 Camino Del Rio S Ste 300, San Diego, CA 92108
- Signed the 990
- TOM INTAGLIATA, CHAIRMAN
- Phone
- (619) 849-1051
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6601791 or by the name SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F.
- 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 THE COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THE 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 95-6601791
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,809,661
- Income (IRS master file)
- $5,518,742
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $5,518,742 | $4,076,518 | $9,809,661 | XML |
| 990 | September 2024 | $5,058,255 | $3,180,794 | $7,815,546 | XML |
| 990 | September 2023 | $4,181,938 | $2,673,230 | $5,509,916 | XML |
| 990 | September 2022 | $4,534,924 | $1,723,477 | $3,542,072 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 95-6601791).
Questions about SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F
- What is the EIN of SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F?
- The employer identification number (EIN) of SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F is 95-6601791.
- Is SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9).
- Are donations to SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F 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 SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F?
- The 990 for the year ended September 30, 2025 names TOM INTAGLIATA.
- Who are the officers and directors of SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SAN DIEGO THEATRICAL GROUP INSURANCE TRUST HEALTH & WELFARE F have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $5,518,742, expenses of $4,076,518 and total assets of $9,809,661 at year end.
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