Southwest Carpenters Health and Welfare Trust
Revenue
$540.6m
year to 31 December 2024
Expenses
$501.3m
year to 31 December 2024
Total assets
$1.36bn
$57.3m liabilities
Net assets
$1.31bn
assets less liabilities
Directors and trustees
15
6.6y av
Staff
48
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
15
reported in Part VI
Southwest Carpenters Health and Welfare Trust's network
15 people12 organisationsi15 people and 12 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (30) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anthony Rosetti | Trustee | 2022 | 4 yrs |
| Bert Lewitt | Trustee | 2018 | 8 yrs |
| Clint Larison | Trustee | 2020 | 6 yrs |
| Curtis Conyers JR (also filed as Curtis Conyers Jr) | Trustee | 2018 | 8 yrs |
| Frank Hawk | Trustee | 2018 | 8 yrs |
| Frank Zambrano | Trustee | 2022 | 4 yrs |
| Greg Wilson | Trustee | 2022 | 4 yrs |
| Jacob Lopez | Trustee | 2022 | 4 yrs |
| Josh Raper | Trustee | 2019 | 7 yrs |
| Kim Fromer (also filed as Kim Fromer) | Trustee | 2018 | 8 yrs |
| Oscar Cordova | Trustee | 2022 | 4 yrs |
| Pete Rodriguez | Trustee | 2018 | 8 yrs |
| Richard Harris | Trustee | 2018 | 8 yrs |
| Sean Hartranft | Trustee | 2019 | 7 yrs |
| Tony Cornell | Trustee | 2022 | 4 yrs |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Bert Lewitt | Trustee | 1 | $0 | ||
| Kim Fromer | Trustee | 1 | $0 | ||
| Richard Harris | Trustee | 1 | $0 | ||
| Clint Larison | Trustee | 1 | $0 | ||
| Greg Wilson | Trustee | 1 | $0 | ||
| Anthony Rosetti | Trustee | 1 | $0 | ||
| Tony Cornell | Trustee | 1 | $0 | ||
| Curtis Conyers Jr | Trustee/Chair | 1 | $0 | $17k | |
| Meg Nordale | Trustee | 1 | $0 | ||
| Frank Zambrano | Trustee | 1 | $0 | $203k | $89k |
| Josh Raper | Trustee | 1 | $0 | $173k | $81k |
| Oscar Cordova | Trustee | 1 | $0 | $176k | $82k |
| Frank Hawk | Trustee | 1 | $0 | $353k | $129k |
| Pete Rodriguez | Trustee/Co-Chair | 1 | $0 | ||
| Jacob Lopez | Trustee | 1 | $0 | $173k | $81k |
| Sean Hartranft | Trustee | 1 | $0 | $241k | $98k |
About
- Legal name
- Southwest Carpenters Health and Welfare Trust
- EIN
- 956042873
- Address
- 445 S Figueroa St Ste 2800, Los Angeles, CA, 90071-3204
- State
- California
- Mission
- To provide medical and related benefits to participants and their qualifying dependents in accordance with the trust agreement. (as filed on the Form 990)
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1955
- Principal officer
- Pete Rodriguez (as named on the Form 990)
- IRS ruling date
- 1 May 1956
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
Most connected
Related organisations (Schedule R)
RelatedTO PROVIDE EDUCATION BENEFITSWestern States Carpenters Training TrustRelatedTO PROVIDE VACATION BENEFITSWestern States Carpenters Vacation Trust
Longest observed on the filings
≥8years on the filingsBert Lewitt
≥8years on the filingsCurtis Conyers JR
≥8years on the filingsFrank Hawk
≥8years on the filingsKim Fromer
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $1.36bn
- Total liabilities
- $57.3m
- Net assets or fund balances
- $1.31bn
- Contributions and grants received
- $0
- Program service revenue
- $557.9m
- Employees
- 48