Nonprofit · EIN 82-2616834
UFCW COMPREHENSIVE BENEFITS TRUST
Tax-exempt · CONCORD, CA 94520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,311,597 | $32,108,756 | $202,841 | $19,859,659 | $7,326,147 | $12,533,512 |
| December 31, 2023 | 990 | $35,687,004 | $30,531,879 | $5,155,125 | $22,138,143 | $9,807,472 | $12,330,671 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $31,744,419
- Investment income
- $567,134
- Other revenue
- $44
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $29,934,407
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $93,704
- Accounting fees
- $84,807
Balance sheet and other
- Total assets, start of year
- $22,138,143
- Total assets, end of year
- $19,859,659
- Total liabilities, end of year
- $7,326,147
- Net assets, end of year
- $12,533,512
- Gross unrelated business income
- $567,134
- Gross receipts
- $32,311,597
- Employees
- 608
- Volunteers
- 6
- Year formed
- 2017
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUES S LOVEALL | CHAIRMAN Trustee or director, Officer | 5 | $0 | $301,457 | $33,162 |
| KIRK L VOGT | TRUSTEE Trustee or director | 5 | $0 | $273,593 | $24,645 |
| JOHN FRAHM | TRUSTEE Trustee or director | 5 | $0 | $191,265 | $20,305 |
| JOHN HEISE | TRUSTEE Trustee or director | 5 | $0 | $186,495 | $24,645 |
| KEVIN SEARS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACQUES S LOVEALL | CHAIRMAN Trustee or director, Officer | 5 | $0 | $292,687 | $40,920 |
| KIRK L VOGT | TRUSTEE Trustee or director | 5 | $0 | $268,205 | $23,886 |
| JOHN HEISE | TRUSTEE Trustee or director | 5 | $0 | $210,362 | $23,886 |
| JOHN FRAHM | TRUSTEE Trustee or director | 5 | $0 | $164,676 | $15,105 |
| KEVIN SEARS | SECRETARY Trustee or director, Officer | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 BURNETT AVE SUITE 110, CONCORD, CA 94520-2000
- In care of
- % JESSE GLAVES
- Principal officer (990 for 2024)
- JACQUES S LOVEALL, 1000 BURNETT AVE SUITE 110, CONCORD, CA 945202000
- Signed the 990
- JACQUES S LOVEALL, CHAIRMAN
- Phone
- (925) 746-7530
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 82-2616834 or by the name UFCW COMPREHENSIVE BENEFITS 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
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,995 ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE 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 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
- 82-2616834
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $19,859,659
- Income (IRS master file)
- $32,311,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $32,311,597 | $32,108,756 | $19,859,659 | IRS |
| 990 | December 2023 | $35,687,004 | $30,531,879 | $22,138,143 | XML |
| 990 | December 2022 | $27,918,492 | $26,031,931 | $14,765,781 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 82-2616834).
Questions about UFCW COMPREHENSIVE BENEFITS TRUST
- What is the EIN of UFCW COMPREHENSIVE BENEFITS TRUST?
- The employer identification number (EIN) of UFCW COMPREHENSIVE BENEFITS TRUST is 82-2616834.
- Is UFCW COMPREHENSIVE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to UFCW COMPREHENSIVE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UFCW COMPREHENSIVE BENEFITS 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 UFCW COMPREHENSIVE BENEFITS 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 UFCW COMPREHENSIVE BENEFITS 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 UFCW COMPREHENSIVE BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names JACQUES S LOVEALL.
- Who are the officers and directors of UFCW COMPREHENSIVE BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does UFCW COMPREHENSIVE BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,311,597, expenses of $32,108,756 and total assets of $19,859,659 at year end.
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