Western Alliance Health And Welfare Fund Tr

  • Pasadena, CA
  • Tax exemption issued: June 1996
  • EIN: 95-6981657

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.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,225,299
Expenses
$60,199,821
Net Income
-$974,522
Net Assets
$2,683,342
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,044,640
99.7%
Investment Income $107,699
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $65,186
0.1%
Net Inventory Sales $0
Other Revenue $7,774
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,918,931
Total Liabilities $5,235,589
Net Assets $2,683,342
Compensation
Key Employees and Officers Compensation Related Other
Ellen T Anreder (Employer Trustee) $0 $0 $0
Matt O'malley (Union Trustee) $0 $0 $0
Joe Pimentel (Union Trustee) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
Jim Garrison (Employer Trustee) $0 $0 $0
Ed Rendon (Employer Trustee - Past) $0 $0 $0
Kelly Tanaka (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 9, 2026

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,752,017
Expenses
$64,292,651
Net Income
-$2,540,634
Net Assets
$3,621,525
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,603,522
99.8%
Investment Income $131,729
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,766
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,967,824
Total Liabilities $4,346,299
Net Assets $3,621,525
Compensation
Key Employees and Officers Compensation Related Other
Ellen T Anreder (Employer Trustee) $0 $0 $0
Matt O'malley (Union Trustee) $0 $0 $0
Joe Pimentel (Union Trustee) $0 $0 $0
Mario C Salazar (Union Trustee - Past) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
Jim Garrison (Employer Trustee) $0 $0 $0
Ed Rendon (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 16, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,747,710
Expenses
$62,574,379
Net Income
$2,173,331
Net Assets
$5,877,338
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,650,162
99.8%
Investment Income $134,448
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$36,900
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,243,457
Total Liabilities $1,366,119
Net Assets $5,877,338
Compensation
Key Employees and Officers Compensation Related Other
Ellen T Anreder (Employer Trustee) $0 $0 $0
Matt O'malley (Union Trustee) $0 $0 $0
Jay R Phillips (Union Trustee-past) $0 $0 $0
Mario C Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
Jim Garrison (Employer Trustee) $0 $0 $0
Ed Rendon (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 3, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,210,247
Expenses
$71,223,625
Net Income
-$1,013,378
Net Assets
$3,652,841
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,139,713
99.9%
Investment Income $128,620
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$58,086
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,393,354
Total Liabilities $3,740,513
Net Assets $3,652,841
Compensation
Key Employees and Officers Compensation Related Other
Ellen T Anreder (Employer Trustee) $0 $0 $0
Matt O'malley (Union Trustee) $0 $0 $0
Jay R Phillips (Union Trustee) $0 $0 $0
Mario C Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
Jim Garrison (Employer Trustee) $0 $0 $0
Ed Rendon (Employer Trustee) $0 $0 $0
Paul G Edwards (Union Trustee-past) $0 $0 $0
Paul A Bechely (Employer Trustee-past) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 12, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$75,459,872
Expenses
$74,004,606
Net Income
$1,455,266
Net Assets
$4,959,106
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,071,196
99.5%
Investment Income $80,812
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $307,864
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,918,528
Total Liabilities $3,959,422
Net Assets $4,959,106
Compensation
Key Employees and Officers Compensation Related Other
Ellen T Anreder (Employer Trustee) $0 $0 $0
Paul G Edwards (Union Trustee) $0 $0 $0
Jay R Phillips (Union Trustee) $0 $0 $0
Mario C Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
Paul A Bechely (Employer Trustee) $0 $0 $0
Ed Rendon (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 8, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$91,065,262
Expenses
$92,027,962
Net Income
-$962,700
Net Assets
$3,712,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $91,145,124
> 100%
Investment Income $104,034
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$183,896
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,736,709
Total Liabilities $4,023,962
Net Assets $3,712,747
Compensation
Key Employees and Officers Compensation Related Other
Ellen T Anreder (Employer Trustee) $0 $0 $0
Paul G Edwards (Union Trustee) $0 $0 $0
Jay R Phillips (Union Trustee) $0 $0 $0
Mario C Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trusteee) $0 $0 $0
Paul A Bechely (Employer Trustee) $0 $0 $0
Ed Rendon (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,844,328
Expenses
$91,202,716
Net Income
-$1,358,388
Net Assets
$5,063,060
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,061,467
99.1%
Investment Income $158,610
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $624,251
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,502,831
Total Liabilities $4,439,771
Net Assets $5,063,060
Compensation
Key Employees and Officers Compensation Related Other
Ellen Anreder (Employer Trustee) $0 $0 $0
Paul Edwards (Union Trustee) $0 $0 $0
Jay Phillips (Union Trustee) $0 $0 $0
Mario Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trusteee) $0 $0 $0
Paul Bechely (Employer Trustee) $0 $0 $0
Ed Rendon (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 24, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,062,158
Expenses
$82,857,501
Net Income
$204,657
Net Assets
$6,610,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $83,017,228
99.9%
Investment Income $44,930
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,054,369
Total Liabilities $4,444,345
Net Assets $6,610,024
Compensation
Key Employees and Officers Compensation Related Other
Ellen Anreder (Employer Trustee) $0 $0 $0
Paul Edwards (Union Trustee) $0 $0 $0
Kathy Finn (Union Trustee) $0 $0 $0
Jay Phillips (Union Trustee) $0 $0 $0
Mario Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
Paul Bechely (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 20, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,034,174
Expenses
$77,476,776
Net Income
$557,398
Net Assets
$6,382,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,998,762
100.0%
Investment Income $35,412
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,430,673
Total Liabilities $4,048,608
Net Assets $6,382,065
Compensation
Key Employees and Officers Compensation Related Other
Ellen Anreder (Employer Trustee) $0 $0 $0
Elizabeth Brown (Employer Trustee) $0 $0 $0
Kathy Finn (Union Trustee) $0 $0 $0
Jay Phillips (Union Trustee) $0 $0 $0
Mario Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
Paul Bechely (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 27, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,549,412
Expenses
$62,485,136
Net Income
$1,064,276
Net Assets
$5,608,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,520,312
100.0%
Investment Income $29,100
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,242,469
Total Liabilities $3,634,225
Net Assets $5,608,244
Compensation
Key Employees and Officers Compensation Related Other
Ellen Anreder (Employer Trustee) $0 $0 $0
Elizabeth Brown (Employer Trustee) $0 $0 $0
Kathy Finn (Union Trustee) $0 $0 $0
Jay Phillips (Union Trustee) $0 $0 $0
Mario Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 11, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,507,244
Expenses
$55,439,074
Net Income
$1,068,170
Net Assets
$4,723,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,481,294
100.0%
Investment Income $25,950
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,909,880
Total Liabilities $2,186,466
Net Assets $4,723,414
Compensation
Key Employees and Officers Compensation Related Other
Ellen Anreder (Employer Trustee) $0 $0 $0
Terry Bodwin (Employer Trustee) $0 $0 $0
Elizabeth Brown (Employer Trustee) $0 $0 $0
Kathy Finn (Union Trustee) $0 $0 $0
Jay Phillips (Union Trustee) $0 $0 $0
Mario Salazar (Union Trustee) $0 $0 $0
Eric Tate (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,758,897
Expenses
$45,253,700
Net Income
$505,197
Net Assets
$3,731,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,419,271
99.3%
Investment Income $49,788
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $289,838
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,811,878
Total Liabilities $2,080,126
Net Assets $3,731,752

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,848,265
Expenses
$55,497,266
Net Income
-$649,001
Net Assets
$3,537,263
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,798,092
99.9%
Investment Income $50,173
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,691,913
Total Liabilities $3,154,650
Net Assets $3,537,263

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,358,550
Expenses
$45,250,745
Net Income
-$892,195
Net Assets
$3,908,644
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,278,125
99.8%
Investment Income $67,735
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,690
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,820,447
Total Liabilities $2,911,803
Net Assets $3,908,644

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,955,632
Expenses
$40,565,491
Net Income
$390,141
Net Assets
$4,645,959
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,896,675
99.9%
Investment Income $54,742
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,215
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,607,818
Total Liabilities $1,961,859
Net Assets $4,645,959

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is 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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated