Nonprofit · EIN 33-6098224
ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST
Also known as TEAMSTERS LOCAL UNION 952
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $655,932 | $568,561 | $87,371 | $1,648,122 | $11,544 | $1,636,578 |
| June 30, 2024 | 990 | $683,977 | $556,426 | $127,551 | $1,533,291 | $6,570 | $1,526,721 |
| June 30, 2023 | 990 | $612,745 | $580,941 | $31,804 | $1,435,130 | $30,732 | $1,404,398 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $605,244
- Investment income
- $50,688
- Net gain from sales of assets
- $1,633
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $376,090
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $22,838
- Accounting fees
- $29,404
Balance sheet and other
- Total assets, start of year
- $1,533,291
- Total assets, end of year
- $1,648,122
- Total liabilities, end of year
- $11,544
- Net assets, end of year
- $1,636,578
- Publicly traded securities
- $1,123,758
- Gross receipts
- $786,999
- Employees
- 1
- Volunteers
- 0
- Year formed
- 2004
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORMA LOPEZ | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SAMUEL CARLIN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN GREEN | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATION Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORMA LOPEZ | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SAMUEL CARLIN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN GREEN | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATION Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORMA LOPEZ | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| SAMUEL CARLIN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN GREEN | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATION Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 757, PLEASANTON, CA 94566-0075
- In care of
- % DMC INSURANCE ADMIN INC
- Principal officer (990 for 2024)
- NORMA LOPEZ, 1181 QUARRY LANE400, PLEASANTON, CA 945660075
- Signed the 990
- NORMA LOPEZ, TRUSTEE
- Phone
- (925) 426-3553
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-6098224 or by the name ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST.
- 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 TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- PROVIDED DENTAL, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, LONG-TERM DISABILITY, SHORT-TERM SUPPLEMENTAL DISABILITY, AND VISION BENEFITS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-6098224
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,648,122
- Income (IRS master file)
- $786,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $655,932 | $568,561 | $1,648,122 | XML |
| 990 | June 2024 | $683,977 | $556,426 | $1,533,291 | XML |
| 990 | June 2023 | $612,745 | $580,941 | $1,435,130 | XML |
| 990 | June 2022 | $618,561 | $570,324 | $1,389,259 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 33-6098224).
Questions about ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST
- What is the EIN of ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST?
- The employer identification number (EIN) of ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST is 33-6098224.
- Is ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST 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 ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST?
- The 990 for the year ended June 30, 2025 names NORMA LOPEZ.
- Who are the officers and directors of ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ALLIANCE OF ORANGE COUNTY WORKERS HEALTH & WELFARE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $655,932, expenses of $568,561 and total assets of $1,648,122 at year end.
Other nonprofits in PLEASANTON
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- BRICKLAYERS LOCAL NO 3 VACATION AND HOLIDAY FUND EIN 94-3470240 · last filed 990 for 2024
- NORTHERN CALIFORNIA TILE INDUSTRY VACATION AND HOLIDAY TRUST FUND EIN 80-0560254 · last filed 990 for 2024
- WOMENS GOLF CLUB AT RUBY HILL EIN 47-1919329 · last filed 990-N for 2025
- BETA EPSILON FRATERNITY ALUMNIASSOCIATION IN AMERICA EIN 20-8828795 · last filed 990-N for 2025
- STATE COMPENSATION INSURANCE FUND EIN 94-3231751
- LABORERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA EIN 94-1235152 · last filed 990 for 2025
- LABOR ALLIANCE MANAGED TRUST FUND EIN 94-3217575 · last filed 990 for 2025
All nonprofits in PLEASANTON · California · Mutual and membership benefit