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California Service Employees Health And Welfare Trust Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$124M (2023)

Expenses
$120M (2023)

Total Assets
$144M (2023)

Total Liabilities
$22.7M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,692,713
Expenses
$119,590,288
Net Income
$4,102,425
Net Assets
$121,326,168
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $122,623,439
99.1%
Investment Income $5,243,319
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,186,709
Net Inventory Sales $0
Other Revenue $12,664
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $176,497
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $479,711
0.4%
Assets/Debt
Total Assets $144,061,939
Total Liabilities $22,735,771
Net Assets $121,326,168
Compensation
Key Employees and Officers Compensation Related Other
Virginia Vigil (Health & Welfare Coordinator) $158,578 $0 $52,826
Ray Nann (Alternate Trustee) $18,000 $0 $41,088
Larry T Smith (Trustee) $18,000 $0 $41,088
James Altieri (Alternate Trustee) $18,000 $0 $41,088
David Huerta (Trustee) $0 $0 $0
Mark Sharwood (Trustee Chairman) $0 $0 $0
Christopher Bouvier (Trustee) $0 $0 $0
Luis Fuentes (Alternate Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$124,604,364
Expenses
$116,388,565
Net Income
$8,215,799
Net Assets
$118,522,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $119,657,136
96.0%
Investment Income $3,899,481
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,047,747
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $235,641
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $436,180
0.4%
Assets/Debt
Total Assets $141,507,626
Total Liabilities $22,985,531
Net Assets $118,522,095
Compensation
Key Employees and Officers Compensation Related Other
Virginia Vigil (Health & Welfare Coordinator) $139,103 $0 $59,013
Charles Gilchrist (Trustee Past) $18,000 $0 $40,532
Ray Nann (Alternate Trustee) $18,000 $0 $40,532
Larry T Smith (Trustee) $18,000 $0 $40,532
James Altieri (Alternate Trustee) $16,500 $0 $37,322
David Huerta (Trustee) $0 $0 $0
Mark Sharwood (Trustee) $0 $0 $0
Christopher Bouvier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$112,984,287
Expenses
$125,238,580
Net Income
-$12,254,293
Net Assets
$122,553,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,613,029
91.7%
Investment Income $3,797,335
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,573,923
4.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $168,667
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $417,457
0.3%
Assets/Debt
Total Assets $144,221,423
Total Liabilities $21,667,733
Net Assets $122,553,690
Compensation
Key Employees and Officers Compensation Related Other
Charles Gilchrist (Trustee) $18,000 $0 $37,316
Ray Nann (Trustee) $18,000 $0 $37,316
Larry T Smith (Trustee) $18,000 $0 $37,316
David Huerta (Trustee) $0 $0 $0
Mark Sharwood (Alternate Trustee) $0 $0 $0
Christopher Bouvier (Alternate Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0

Document Links

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$122,961,716
Expenses
$120,023,332
Net Income
$2,938,384
Net Assets
$129,436,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $116,607,014
94.8%
Investment Income $3,983,374
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,371,328
1.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $158,902
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $483,301
0.4%
Assets/Debt
Total Assets $158,671,520
Total Liabilities $29,235,143
Net Assets $129,436,377
Compensation
Key Employees and Officers Compensation Related Other
Charles Gilchrist (Trustee) $18,000 $0 $35,180
Ray Nann (Trustee) $18,000 $0 $35,180
Larry T Smith (Trustee) $18,000 $0 $35,180
David Huerta (Trustee) $0 $0 $0
Mark Sharwood (Alternate Trustee) $0 $0 $0
Christopher Bouvier (Alternate Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,712,915
Expenses
$118,292,915
Net Income
$5,420,000
Net Assets
$127,966,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $120,396,649
97.3%
Investment Income $4,074,720
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$758,454
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $160,767
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $466,311
0.4%
Assets/Debt
Total Assets $152,179,225
Total Liabilities $24,212,877
Net Assets $127,966,348
Compensation
Key Employees and Officers Compensation Related Other
Charles Gilchrist (Trustee) $18,000 $0 $33,702
Ray Nann (Trustee) $18,000 $0 $33,702
Larry T Smith (Trustee) $18,000 $0 $33,702
David Huerta (Trustee) $0 $0 $0
Mark Sharwood (Alternate Trustee) $0 $0 $0
Christopher Bouvier (Alternate Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organization) $0 $0 $0

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,548,656
Expenses
$116,709,817
Net Income
$1,838,839
Net Assets
$119,353,780
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $115,497,028
97.4%
Investment Income $3,335,189
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$283,561
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $155,106
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $445,267
0.4%
Assets/Debt
Total Assets $145,264,822
Total Liabilities $25,911,042
Net Assets $119,353,780
Compensation
Key Employees and Officers Compensation Related Other
Charles Gilchrist (Trustee) $18,000 $0 $33,702
Ray Nann (Trustee) $18,000 $0 $33,702
Larry T Smith (Trustee) $18,000 $0 $33,702
David Huerta (Trustee) $0 $0 $0
Mark Sharwood (Alternate Trustee) $0 $0 $0
Christopher Bouvier (Alternate Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,667,572
Expenses
$109,105,555
Net Income
$4,562,017
Net Assets
$118,326,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $109,752,351
96.6%
Investment Income $3,185,295
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $729,926
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $145,005
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $357,939
0.3%
Assets/Debt
Total Assets $141,999,194
Total Liabilities $23,672,748
Net Assets $118,326,446
Compensation
Key Employees and Officers Compensation Related Other
Charles Gilchrist (Trustee) $18,000 $0 $30,335
Ray Nann (Trustee) $18,000 $0 $30,335
Larry T Smith (Trustee) $18,000 $0 $30,335
David Stilwell Past (Alternate Trustee) $0 $0 $0
David Huerta (Trustee) $0 $0 $0
Mark Sharwood (Alternate Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$106,086,158
Expenses
$107,724,158
Net Income
-$1,638,000
Net Assets
$111,898,799
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $104,036,223
98.1%
Investment Income $1,995,447
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $54,488
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $142,572
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $351,685
0.3%
Assets/Debt
Total Assets $135,339,480
Total Liabilities $23,440,681
Net Assets $111,898,799
Compensation
Key Employees and Officers Compensation Related Other
Charles Gilchrist (Trustee) $18,000 $0 $30,479
Ray Nann (Trustee) $18,000 $0 $30,479
Larry T Smith (Trustee) $18,000 $0 $30,479
David Stilwell (Alternate Trustee) $0 $0 $0
David Huerta (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organization) $0 $0 $0

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$102,946,747
Expenses
$103,061,221
Net Income
-$114,474
Net Assets
$117,388,152
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $99,701,534
96.8%
Investment Income $2,046,458
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,198,755
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $147,786
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $347,665
0.3%
Assets/Debt
Total Assets $141,101,558
Total Liabilities $23,713,406
Net Assets $117,388,152
Compensation
Key Employees and Officers Compensation Related Other
Charles Gilchrist (Trustee) $18,000 $0 $29,447
Ray Nann (Trustee) $18,000 $0 $29,447
Larry T Smith (Trustee) $18,000 $0 $29,447
David Stilwell (Alternate Trustee) $0 $0 $0
David Huerta (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizati) $0 $0 $0

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$99,890,071
Expenses
$103,734,660
Net Income
-$3,844,589
Net Assets
$116,970,626
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,023,797
98.1%
Investment Income $2,129,481
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$263,207
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $134,844
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $322,836
0.3%
Assets/Debt
Total Assets $139,269,189
Total Liabilities $22,298,563
Net Assets $116,970,626
Compensation
Key Employees and Officers Compensation Related Other
Charles Gilchrist (Trustee) $18,000 $0 $25,351
Ray Nann (Trustee) $18,000 $0 $25,351
Larry T Smith (Trustee) $18,000 $0 $25,351
David Stilwell (Alternate Trustee) $0 $0 $0
Mike Garcia (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$93,388,087
Expenses
$96,508,394
Net Income
-$3,120,307
Net Assets
$119,978,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $94,158,492
> 100%
Investment Income $2,174,721
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,945,126
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $112,242
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $275,754
0.3%
Assets/Debt
Total Assets $145,208,854
Total Liabilities $25,229,858
Net Assets $119,978,996

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,716,339
Expenses
$90,849,949
Net Income
$7,866,390
Net Assets
$112,714,814
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $93,157,082
94.4%
Investment Income $2,977,862
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,581,395
2.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $97,385
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $252,833
0.3%
Assets/Debt
Total Assets $135,107,436
Total Liabilities $22,392,622
Net Assets $112,714,814

Document Links

Fiscal Year Ending April
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$91,006,479
Expenses
$82,891,606
Net Income
$8,114,873
Net Assets
$103,485,544
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,371,804
94.9%
Investment Income $3,433,530
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,201,145
1.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $74,448
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $269,686
0.3%
Assets/Debt
Total Assets $124,875,877
Total Liabilities $21,390,333
Net Assets $103,485,544

Document Links

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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