Nonprofit · EIN 20-5219583
CKPU-KP EDUCATION & TRAINING TRUST FUND
Also known as BEN HUDNALL MEMORIAL TRUST
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $42,851,000 | $42,721,694 | $129,306 | $47,543,593 | $1,695,476 | $45,848,117 |
| December 31, 2023 | 990 | $40,348,847 | $38,753,183 | $1,595,664 | $47,703,486 | $2,034,529 | $45,668,957 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $42,687,751
- Program service revenue
- $0
- Investment income
- $163,249
- Net gain from sales of assets
- $6,322
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $181,244
- Other salaries and wages
- $5,217,755
- Salaries, compensation and benefits (total)
- $6,490,068
- Professional fundraising fees
- $0
- Legal fees
- $27,147
- Accounting fees
- $95,305
- Occupancy
- $38,464
- Depreciation
- $371,561
- Program services (functional)
- $40,174,184
- Management and general (functional)
- $2,547,510
Balance sheet and other
- Total assets, start of year
- $47,703,487
- Total assets, end of year
- $47,543,593
- Total liabilities, end of year
- $1,695,476
- Net assets, end of year
- $45,848,117
- Land, buildings and equipment
- $600,980
- Publicly traded securities
- $2,620,376
- Gross receipts
- $42,851,000
- Employees
- 69
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNDA WAGNER | MANAGING DIRECTOR Officer | 40 | $181,244 |
| KOY SAEPHAN | DIRECTOR OF PROGRAMS Key employee | 40 | $163,873 |
| TOM RAUCH | DIRECTOR OF IT/MARKETING Key employee | 40 | $160,498 |
| LUCY GUTIERREZ | DIRECTOR OF HUMAN RESOURCES Key employee | 40 | $158,468 |
| GARY LABARBERA | SR. DIRECTOR OF ORG. EFFECTIVENESS & PROCESS IMP. Key employee | 40 | $157,788 |
| KIMBERLY GRIMES-SOLOMON | DIRECTOR OF STRATEGIC PARTNERSHIPS & PROGRAM DEV. Highest-paid employee | 40 | $138,393 |
| ESTHER FREEMAN | DIRECTOR OF CAREER DEVELOP Highest-paid employee | 40 | $137,164 |
| BRIAN KELLY | DIRECTOR OF MARKETING Highest-paid employee | 40 | $129,704 |
| ELAINA CHANCE | DIRECTOR OF CAREER DEVELOPMENT Highest-paid employee | 40 | $128,326 |
| WILLIAM E ESELTINE | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $123,824 |
| DAN COUSINS | TRUSTEE - MANAGEMENT Trustee or director | 0.2 | $0 |
| JIM PRUITT | TRUSTEE - MANAGEMENT Trustee or director | 0.2 | $0 |
| LINDA BRIDGES | TRUSTEE - LABOR Trustee or director | 0.2 | $0 |
| ARLENE PEASNALL | TRUSTEE - MANAGEMENT Trustee or director | 0.2 | $0 |
| CHARMAINE MORALES | TRUSTEE - LABOR Trustee or director | 0.2 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYAN WYNN | TRUSTEE - LABOR Trustee or director | 0.2 | $0 |
| JESSICA BUTZ | CO-DIRECTOR Trustee or director | 40 | $0 |
| LIONEL SIMS | CO-DIRECTOR Trustee or director | 40 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNDA WAGNER | CFO/MANAGING DIRECTOR Highest-paid employee | 40 | $176,499 |
| KOY SAEPHAN | PROGRAMS DIRECTOR Highest-paid employee | 40 | $155,727 |
| GARY LABARBERA | OPERATION DIRECTOR Highest-paid employee | 40 | $153,668 |
| LUCY GUTIERREZ | HUMAN RESOURCES DIRECTOR Highest-paid employee | 40 | $150,325 |
| TOM RAUCH | IT/MARKETING DIRECTOR Highest-paid employee | 40 | $147,793 |
| ESTHER FREEMAN | DIRECTOR OF CAREER DEVELOPMENT Highest-paid employee | 40 | $133,150 |
| KIMBERLY GRIMES-SOLOMON | DIRECTOR OF STRATEGIC PART Highest-paid employee | 40 | $132,448 |
| BRIAN KELLY | ASSOCIATE DIRECTOR OF MARK Highest-paid employee | 40 | $121,768 |
| ELAINA CHANCE | ASSOCIATE DIRECTOR OF CARE Highest-paid employee | 40 | $116,735 |
| DAN COUSINS | TRUSTEE - MANAGEMENT Trustee or director | 0.2 | $0 |
| JIM PRUITT | TRUSTEE - MANAGEMENT Trustee or director | 0.2 | $0 |
| MILTON JONES | TRUSTEE - LABOR Trustee or director | 0.2 | $0 |
| LINDA BRIDGES | TRUSTEE - LABOR Trustee or director | 0.2 | $0 |
| STEVE SHIELDS | TRUSTEE - MANAGEMENT Trustee or director | 0.2 | $0 |
| CHARMAINE MORALES | TRUSTEE - LABOR Trustee or director | 0.2 | $0 |
| BRYAN WYNN | TRUSTEE - LABOR Trustee or director | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 1 KAISER PLZ FL 22ND, OAKLAND, CA 94612-3613
- In care of
- % BEN HUDNALL
- Principal officer (990 for 2024)
- LYNDA WAGNER, 1 KAISER PLAZA 22ND FL, OAKLAND, CA 94612
- Signed the 990
- LYNDA WAGNER, MANAGING DIRECTOR
- Phone
- (510) 625-5886
- Website
- HTTPS://BHMT.ORG/
- Return prepared by
- SAFE HARBOR LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-5219583 or by the name CKPU-KP EDUCATION & TRAINING TRUST FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THIS TRUST IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF FUNDING AND IMPLEMENTING EDUCATION AND TRAINING PROGRAMS AND SERVICES DEVELOPED AND DECIDED BY KAISER PERMANENTE, THE ALLIANCE, AND THE COALITION REPRESENTING THE EMPLOYEES, IN FUTHERANCE OF THEIR EXEMPT PURPOSE.
Program accomplishments
- THIS IS AN EMPLOYEE WELFARE BENEFIT PLAN THAT PROVIDES EDUCATION AND TRAINING BENEFITS FOR ELIGIBLE EMPLOYEES UNDER PROGRAMS DEVELOPED JOINTLY BY KAISER PERMANENTE, THE ALLIANCE OF HEALTHCARE UNIONS (ALLIANCE), AND THE COALITION OF KP UNIONS (COALITION) REPRESENTING THE EMPLOYEES. THE BENEFITS PROVIDED UNDER THIS PLAN ARE IN THE FORM OF CAREER DEVELOPMENT AND UPGRADED TRAINING AND SERVICES.Expenses $40,174,184 · revenue $42,687,751
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5219583
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $47,543,593
- Income (IRS master file)
- $42,851,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $42,851,000 | $42,721,694 | $47,543,593 | XML |
| 990 | December 2023 | $40,348,847 | $38,753,183 | $47,703,486 | XML |
| 990 | December 2022 | $50,973,816 | $38,483,625 | $47,441,633 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5219583).
Questions about CKPU-KP EDUCATION & TRAINING TRUST FUND
- What is the EIN of CKPU-KP EDUCATION & TRAINING TRUST FUND?
- The employer identification number (EIN) of CKPU-KP EDUCATION & TRAINING TRUST FUND is 20-5219583.
- Is CKPU-KP EDUCATION & TRAINING TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to CKPU-KP EDUCATION & TRAINING TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CKPU-KP EDUCATION & TRAINING TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CKPU-KP EDUCATION & TRAINING TRUST FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CKPU-KP EDUCATION & TRAINING TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CKPU-KP EDUCATION & TRAINING TRUST FUND?
- The 990 for the year ended December 31, 2024 names LYNDA WAGNER.
- Who are the officers and directors of CKPU-KP EDUCATION & TRAINING TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 18 people; 10 received compensation from the organization, the highest $181,244 (LYNDA WAGNER, MANAGING DIRECTOR).
- How much revenue does CKPU-KP EDUCATION & TRAINING TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $42,851,000, expenses of $42,721,694 and total assets of $47,543,593 at year end.
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