1. Directory
  2. California
  3. Covina
  4. Ocu Health and Welfare Trust
EIN 26-1574455

Ocu Health and Welfare Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Covina
State
California
Year formed
2008
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Ocu Health and Welfare Trust is a non-profit organization dedicated to providing health and welfare benefits to members whose employers contribute to the fund. It is located in Covina, CA.
Total revenues
$28,475,257
2023
Total expenses
$26,667,501
2023
Total assets
$273,775,612
2023
Num. employees
0
2023

Program areas at Ocu Health and Welfare Trust

Health & Welfare benefits provided to members whose employers contribute to the fund.

Personnel at Ocu Health and Welfare Trust

NameTitleCompensation
Rex McNamaraTrustee$0

Financials for Ocu Health and Welfare Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$24,657,885
Investment income and dividends$777,246
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$3,040,126
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$28,475,257

Form 990s for Ocu Health and Welfare Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-14990View PDF
2022-122023-10-13990View PDF
2021-122022-10-13990View PDF
2020-122021-10-13990View PDF
2019-122021-06-08990View PDF
...and 10 more Form 990s
Data update history
November 30, 2024
Posted financials
Added Form 990 for fiscal year 2023
November 27, 2024
Updated personnel
Identified 1 new personnel
December 3, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 8, 2023
Used new vendors
Identified 4 new vendors, including , , , and
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
1055 Park View Dr 111
Covina, CA 91724
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Website URL
ocutrustfunds.com/ 
IRS details
EIN
26-1574455
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2008
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
Free account sign-up

Want updates when Ocu Health and Welfare Trust has new information, or want to find more organizations like Ocu Health and Welfare Trust?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy