Nonprofit · EIN 23-7120690
OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,201,905 | $3,470,057 | -$268,152 | $1,650,036 | $278,492 | $1,371,544 |
| December 31, 2023 | 990 | $3,063,854 | $3,280,424 | -$216,570 | $1,829,197 | $189,501 | $1,639,696 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,130,764
- Investment income
- $71,141
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,248,504
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $8,820
- Accounting fees
- $45,551
Balance sheet and other
- Total assets, start of year
- $1,829,197
- Total assets, end of year
- $1,650,036
- Total liabilities, end of year
- $278,492
- Net assets, end of year
- $1,371,544
- Gross receipts
- $3,201,905
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1956
- 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 |
|---|---|---|---|
| TAMARA RUBYN | TRUSTEE, CHAIR Trustee or director, Officer | 1 | $0 |
| KELLY GSCHWEND | TRUSTEE Trustee or director | 1 | $0 |
| TOM WALTERS | TRUSTEE, CO-CHAIR Trustee or director, Officer | 1 | $0 |
| CATHERINE PEARSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMARA RUBYN | LABOR TRUSTEE Trustee or director | 1 | $0 |
| KELLY GSCHWEND | LABOR TRUSTEE Trustee or director | 1 | $0 |
| TOM WALTERS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE PEARSON | LABOR TRUSTEE Trustee or director | 1 | $0 |
| RICARDO SIMMONS | MANAGEMENT TRUSTEE (FORMER) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
- In care of
- % HEALTH SERVICES BEN ADMIN
- Principal officer (990 for 2024)
- TAMARA RUBYN, 7677 oakport st ste 480, OAKLAND, CA 94621
- Signed the 990
- TAMARA RUBYN, CHAIRPERSON
- Phone
- (925) 833-7300
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7120690 or by the name OFFICE & PROFESSIONAL EMPLOYEES WELFARE 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
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR COVERED PARTICIPANTS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS FOR COVERED PARTICIPANTS.
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
- 23-7120690
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,650,036
- Income (IRS master file)
- $3,201,905
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,201,905 | $3,470,057 | $1,650,036 | XML |
| 990 | December 2023 | $3,063,854 | $3,280,424 | $1,829,197 | XML |
| 990 | December 2022 | $3,204,952 | $3,377,446 | $2,133,374 | 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 23-7120690).
Questions about OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND
- What is the EIN of OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND?
- The employer identification number (EIN) of OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND is 23-7120690.
- Is OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1973.
- Are donations to OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OFFICE & PROFESSIONAL EMPLOYEES WELFARE 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 OFFICE & PROFESSIONAL EMPLOYEES WELFARE 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 OFFICE & PROFESSIONAL EMPLOYEES WELFARE 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 OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND?
- The 990 for the year ended December 31, 2024 names TAMARA RUBYN.
- Who are the officers and directors of OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,201,905, expenses of $3,470,057 and total assets of $1,650,036 at year end.
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