Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 77-6113549

NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST

Also known as TURNER DUANE TTEE

Tax-exempt · LIVERMORE, CA 94551

Financials

$33.9M$28.9M2023$35.9M$31.9M2024
Revenue Expenses · by fiscal year end
Financials of NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$35,853,501$31,851,154$4,002,347$43,842,555$11,645,977$32,196,578
December 31, 2023990$33,864,711$28,850,153$5,014,558$38,250,139$10,821,778$27,428,361
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$34,830,227
Investment income
$1,014,093
Net gain from sales of assets
-$224,439
Other revenue
$9,181

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$30,060,044
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$87,029
Accounting fees
$48,590

Balance sheet and other

Total assets, start of year
$38,250,139
Total assets, end of year
$43,842,555
Total liabilities, end of year
$11,645,977
Net assets, end of year
$32,196,578
Publicly traded securities
$21,641,521
Gross receipts
$42,037,446
Employees
0
Volunteers
0
Year formed
1995
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
SAL ROTOLOCHAIR - TERM - AUGUST 2024
Trustee or director, Officer
2$0
FRED LATUCHAIR
Trustee or director, Officer
2$0
STAN CAPELLICO-CHAIR
Trustee or director, Officer
2$0
RICK WERNERTRUSTEE
Trustee or director
2$0
COREY VAN RYSTRUSTEE
Trustee or director
2$0
STEVE ALARCONTRUSTEE
Trustee or director
2$0
DUSTIN SACCONETRUSTEE
Trustee or director
2$0
GARY MYERSTRUSTEE
Trustee or director
2$0
CHRIS MAYTRUSTEE
Trustee or director
2$0
SEE SCH O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
SAL ROTOLOCHAIR
Trustee or director, Officer
2$0
JIM CONWAYCO-CHAIR - TERM - 01/2023
Trustee or director, Officer
2$0
STAN CAPELLICO-CHAIR - FROM - 01/2023
Trustee or director, Officer
2$0
MIKE LOPEZTRUSTEE - TERM - 01/2023
Trustee or director
2$0
STEVE ALARCONTRUSTEE - FROM - 01/2023
Trustee or director
2$0
DUSTIN SACCONETRUSTEE
Trustee or director
2$0
RICK WERNERTRUSTEE
Trustee or director
2$0
GARY MYERSTRUSTEE
Trustee or director
2$0
COREY VAN RYSTRUSTEE - FROM 07/2023
Trustee or director
2$0
CHRIS MAYTRUSTEE
Trustee or director
2$0
MICHAEL MARKTRUSTEE - TERM 07/2023
Trustee or director
2$0
SEE SCH O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0

Address and contacts

Address (IRS master file)
3240B CONSTITUTION DR, LIVERMORE, CA 94551-7567
In care of
% BENESYS INC
Principal officer (990 for 2024)
FRED LATU, PO BOX 1677, SAN RAMON, CA 94583
Signed the 990
FRED LATU, Chair
Phone
(925) 208-9992
Return prepared by
WITHUMSMITHBROWNPC

California records

California keeps its own records of charities and corporations. Search them by EIN 77-6113549 or by the name NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST.

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 COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS.

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
77-6113549
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$43,842,555
Income (IRS master file)
$42,037,446

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$35,853,501$31,851,154$43,842,555XML
990December 2023$33,864,711$28,850,153$38,250,139XML
990December 2022$35,552,965$31,446,334$31,882,697IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 77-6113549).

Questions about NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST

What is the EIN of NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST?
The employer identification number (EIN) of NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST is 77-6113549.
Is NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NORTHERN CALIFORNIA SHEET METAL WORKERS 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 NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST 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 NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST 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 NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST?
The 990 for the year ended December 31, 2024 names FRED LATU.
Who are the officers and directors of NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $35,853,501, expenses of $31,851,154 and total assets of $43,842,555 at year end.

Other nonprofits in LIVERMORE

All nonprofits in LIVERMORE · California