Mission
TO PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS WHOSE EMPLOYERS CONTRIBUTE TO THE FUND.
Public Charity
OCU HEALTH AND WELFARE TRUST
OCU HEALTH AND WELFARE TRUST, of COVINA, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $123.8M in revenue, $27.0M in expenses, $297.7M in total assets.
EIN: 261574455
COVINA, CA
Voluntary Employees Beneficiary Associations Government)
NTEE: Y44
Latest filing: 2024
Total Revenue$123.8M
Total Expenses$27.0M
Total Assets$297.7M
Grant Records0
Filing Years2020–2024
Where $100 goes at Ocu Health and Welfare Trust
How Ocu Health and Welfare Trust divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
Health & welfare benefits provided to members whose employers contribute to the fund
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Dawn Feikema
TRUSTEE
Debbie Karmelich
TRUSTEE
John Fageaux
TRUSTEE
Kurt Sulzbach
TRUSTEE
Megan Ortega
TRUSTEE
Rex Mcnamara
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $123.8M | $27.0M | $297.7M |
| 2023 | $28.5M | $26.7M | $273.8M |
| 2022 | $32.4M | $23.1M | $243.1M |
| 2021 | $28.0M | $21.6M | $276.7M |
| 2020 | $24.2M | $20.2M | $246.9M |
Between 2020 and 2024, reported annual revenue grew from $24.2M to $123.8M (+412%), with total assets most recently reported at $297.7M.
Interactive year-over-year charts and full filing details available with membership.