Form 990 for tax year 2024
Filed by PROFESSIONAL AND COMMERCIAL TRADES HEALTH AND WELLNESS FUND.
Totals
- Total revenue
- $2,259,428
- Total expenses
- $95,034
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,259,410
- Investment income
- $0
- Other revenue
- $18
- Total assets, end of year
- $2,896,768
- Total liabilities, end of year
- $15,675
- Net assets or fund balances, end of year
- $2,881,093
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Listed in Part VII
-
JOHN HEISE
SECRETARY
- Total calculated
- $211,140
- From this org
- $0
- From related orgs
- $186,495
- Other
- $24,645
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $179,160 related
- Bonus
- $0 + $2,500 related
- Other
- $0 + $4,835 related
- Deferred
- $0 + $7,814 related
- Nontaxable benefits
- $0 + $16,831 related
- Filer's total
- $0 + $211,140 related
-
JOHN FRAHM
TRUSTEE
- Total calculated
- $216,770
- From this org
- $0
- From related orgs
- $196,465
- Other
- $20,305
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $196,465 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,200 related
- Nontaxable benefits
- $0 + $15,105 related
- Filer's total
- $0 + $216,770 related
-
MIKE DIMANNO
TRUSTEE (PART-YEAR)
- Total calculated
- $0
- Hours/week
- 5 + 35 related
-
JACQUES S LOVEALL
CHAIR (PART-YEAR)
- Total calculated
- $334,619
- From this org
- $0
- From related orgs
- $301,457
- Other
- $33,162
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $262,283 related
- Bonus
- $0 + $2,500 related
- Other
- $0 + $36,674 related
- Deferred
- $0 + $16,331 related
- Nontaxable benefits
- $0 + $16,831 related
- Filer's total
- $0 + $334,619 related
-
KIRK L VOGT
TRUSTEE (PART-YEAR)
- Total calculated
- $298,238
- From this org
- $0
- From related orgs
- $273,593
- Other
- $24,645
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $238,877 related
- Bonus
- $0 + $2,500 related
- Other
- $0 + $32,216 related
- Deferred
- $0 + $7,814 related
- Nontaxable benefits
- $0 + $16,831 related
- Filer's total
- $0 + $298,238 related
-
MIKE FRENNA
TRUSTEE (PART-YEAR)
- Total calculated
- $144,981
- From this org
- $0
- From related orgs
- $130,189
- Other
- $14,792
- Hours/week
- 5 + 35 related
-
MARLA DONATI
TRUSTEE (PART-YEAR)
- Total calculated
- $145,202
- From this org
- $0
- From related orgs
- $130,189
- Other
- $15,013
- Hours/week
- 5 + 35 related
-
GORDAN HINKLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 5 + 35 related
-
ALLISON FULLER
CHAIR (PART-YEAR)
- Total calculated
- $0
- Hours/week
- 5 + 35 related
-
BRET SLUSSER
TRUSTEE (PART-YEAR)
- Total calculated
- $195,922
- From this org
- $0
- From related orgs
- $171,277
- Other
- $24,645
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $157,440 related
- Bonus
- $0 + $2,500 related
- Other
- $0 + $11,337 related
- Deferred
- $0 + $7,814 related
- Nontaxable benefits
- $0 + $16,831 related
- Filer's total
- $0 + $195,922 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(5) · LABOR UNION · CA
-
501(C)(5) · LABOR UNION · CA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
RITE AID CORPORATION
-
SAMUEL HALE LLC - HW
-
ZAGHI DENTAL GROUP
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523109349304142
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