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Nonprofit · EIN 41-2261950

DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS

Tax-exempt · DUBLIN, CA 94568

Financials

$119.4M$125.2M2023$135M$137.2M2024
Revenue Expenses · by fiscal year end
Financials of DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$135,040,383$137,214,646-$2,174,263$251,260,778$61,462,206$189,798,572
December 31, 2023990$119,396,904$125,247,909-$5,851,005$242,664,639$54,163,228$188,501,411
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$124,262,511
Investment income
$10,777,872
Net gain from sales of assets
$2,867,639
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$131,071,335
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$612,560
Accounting fees
$1,362,592

Balance sheet and other

Total assets, start of year
$242,664,639
Total assets, end of year
$251,260,778
Total liabilities, end of year
$61,462,206
Net assets, end of year
$189,798,572
Publicly traded securities
$215,526,483
Gross receipts
$229,776,628
Employees
115
Volunteers
0
Year formed
2008
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.

NameTitleHours / weekCompensation
ROBERT WILLIAMS IIITRUSTEE - CHAIRMAN
Trustee or director, Officer
1$0
JOHN MAGGIORETRUSTEE - SECRETARY
Trustee or director, Officer
1$0
MADISON HULLALT TRUSTEE
Trustee or director
1$0
SAL MADRIGALTRUSTEE
Trustee or director
1$0
JAMES HEWETTTRUSTEE
Trustee or director
1$0
JAMES BOSTERTRUSTEE
Trustee or director
1$0
FRANK NUNESALT TRUSTEE
Trustee or director
1$0
JEANNIE SIMPELOALT TRUSTEE
Trustee or director
1$0
MIKE GREENLEEALT TRUSTEE
Trustee or director
1$0
LANCE RYKENALT TRUSTEE
Trustee or director
1$0
BRETT DAVISTRUSTEE - EFF.8/13/2024
Trustee or director
1$0
SEE SCH O FOR COMPENSATIONPAID BY RELATED ORGANIZATION
Trustee or director
0$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
ROBERT WILLIAMS IIITRUSTEE - CHAIRMAN
Trustee or director, Officer
1$0
JOHN MAGGIORETRUSTEE - SECRETARY
Trustee or director, Officer
1$0
MADISON HULLTRUSTEE
Trustee or director
1$0
SAL MADRIGALTRUSTEE
Trustee or director
1$0
JAMES HEWETTTRUSTEE
Trustee or director
1$0
JAMES BOSTERTRUSTEE
Trustee or director
1$0
FRANK NUNESALT TRUSTEE
Trustee or director
1$0
JEANNIE SIMPELOALT TRUSTEE
Trustee or director
1$0
MIKE GREENLEEALT TRUSTEE
Trustee or director
1$0
LANCE RYKENALT TRUSTEE
Trustee or director
1$0
STEVE ECKSTROMTRUSTEE - PAST
Trustee or director
1$0
SEE SCH O FOR COMPENSATIONPAID BY RELATED ORGANIZATION
Trustee or director
0$0

Address and contacts

Address (IRS master file)
4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
In care of
% HEALTH SERVICES & BENEFITS A
Principal officer (990 for 2024)
ROBERT WILLIAMS III, 4160 DUBLIN BLVD 100, DUBLIN, CA 945687723
Signed the 990
ROBERT WILLIAMS III, TRUSTEE - CHAIRMAN
Phone
(800) 922-9902
Return prepared by
WITHUMSMITHBROWNPC

California records

California keeps its own records of charities and corporations. Search them by EIN 41-2261950 or by the name DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-2261950
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$251,260,778
Income (IRS master file)
$229,776,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$135,040,383$137,214,646$251,260,778IRS
990December 2023$119,396,904$125,247,909$242,664,639XML
990December 2022$116,871,387$119,712,733$226,951,913IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 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 41-2261950).

Questions about DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS

What is the EIN of DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS?
The employer identification number (EIN) of DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS is 41-2261950.
Is DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
Are donations to DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS 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 DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS 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 DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS 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 DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS?
The 990 for the year ended December 31, 2024 names ROBERT WILLIAMS III.
Who are the officers and directors of DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS?
The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does DISTRICT COUNCIL 16 NORTHERN CALIFORNIA HEALTH AND WELFARE TRUS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $135,040,383, expenses of $137,214,646 and total assets of $251,260,778 at year end.

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