Mission
TO PROVIDE HEALTH BENEFITS (MEDICAL, DENTAL AND VISION) FOR ELIGIBLE EMPLOYEES OF THE PARTICIPATING EMPLOYERS AND THEIR DEPENDENTS.
Public Charity
CALIFORNIA SMALL MANUFACTURING HEALTH AND WELFARE TRUST FUND
CALIFORNIA SMALL MANUFACTURING HEALTH AND WELFARE TRUST FUND is a Public Charity headquartered in PHOENIX, AZ. Financial data from the 2025 filing: $10.2M revenue, $10.3M expenses, $1.4M total assets.
EIN: 611670591
PHOENIX, AZ
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$10.2M
Total Expenses$10.3M
Total Assets$1.4M
Grant Records0
Filing Years2020–2025
Where $100 goes at California Small Manufacturing Health and Welfare Trust Fund
How California Small Manufacturing Health and Welfare Trust Fund 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
To provide health benefits and certain voluntary benefits for 1,197 participants and their covered dependents
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
DIRECTOR
Bruce Stenslie
DIRECTOR
Sage Scott
CHAIRPERSON
Timothy Gallagher
DIRECTOR
Tom Tuttle
SECRETARY/ TREASURER
Victor Anselmo
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $10.2M | $10.3M | $1.4M |
| 2024 | $9.3M | $9.3M | $1.5M |
| 2023 | $9.7M | $9.7M | $1.4M |
| 2022 | $12.3M | $12.3M | $1.5M |
| 2020 | $18.2M | $18.1M | $2.1M |
Between 2020 and 2025, reported annual revenue declined from $18.2M to $10.2M (-44%), with total assets most recently reported at $1.4M.
Interactive year-over-year charts and full filing details available with membership.