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Nonprofit · EIN 94-0745005

PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E

Tax-exempt · CONCORD, CA 94520

Financials

$9.1M$9.8M2022$2.1M$1.5M2023$9.5M$9.8M2024
Revenue Expenses · by fiscal year end
Financials of PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$9,484,448$9,831,860-$347,412$2,871,458$2,657,156$214,302
December 31, 2023990$2,107,323$1,513,655$593,668$897,228$1,445,896-$548,668
December 31, 2022990$9,082,716$9,777,817-$695,101$2,560,660$3,143,510-$582,850
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,484,448
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$214,335
Salaries, compensation and benefits (total)
$1,233,799
Professional fundraising fees
$0
Legal fees
$552
Accounting fees
$77,660
Occupancy
$92,301
Depreciation
$85,214
Program services (functional)
$8,458,942
Management and general (functional)
$1,372,918

Balance sheet and other

Total assets, start of year
$2,724,442
Total assets, end of year
$2,871,458
Total liabilities, end of year
$2,657,156
Net assets, end of year
$214,302
Land, buildings and equipment
$510,428
Gross unrelated business income
$7,315,249
Gross receipts
$9,484,448
Employees
18
Year formed
1965
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
MARIE DRAGON-BUMABOTrustee
Trustee or director
0.2$0
OLIVIA LYTrustee
Trustee or director
0.2$0
TERESA WALSHTrustee
Trustee or director
0.2$0
JAMES MCDANIELTrustee
Trustee or director
0.2$0
RICK FETROTrustee
Trustee or director
0.2$0
JOHN PALEOTrustee
Trustee or director
0.2$0
HEATHER LAKETrustee
Trustee or director
0.2$0
FRED QUINNTrustee
Trustee or director
0.2$0
CLARA MCAFEE-EVANSTrustee
Trustee or director
0.2$0
MONA MCCARTHYTrustee
Trustee or director
0.2$0
RAY HAFALIATrustee - Past
Trustee or director
0.2$0
SONIA GARCIATrustee
Trustee or director
0.2$0
DENA MARCHINIRecording Secretary
Officer
0.2$0
JEFF WAGNERPRESIDENT35$0
ALICE MATTHEWSOFFICE MANAGER0.2$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
MARIE DRAGON-BUMABOTrustee
Trustee or director
0.2$0
OLIVIA LYTrustee
Trustee or director
0.2$0
TERESA WALSHTrustee
Trustee or director
0.2$0
JAMES MCDANIELTrustee
Trustee or director
0.2$0
RICK FETROTrustee
Trustee or director
0.2$0
JOHN PALEOTrustee
Trustee or director
0.2$0
HEATHER LAKETrustee
Trustee or director
0.2$0
FRED QUINNTrustee
Trustee or director
0.2$0
CLARA MCAFEE-EVANSTrustee
Trustee or director
0.2$0
MONA MCCARTHYTrustee
Trustee or director
0.2$0
RAY HAFALIATrustee - Past
Trustee or director
0.2$0
SONIA GARCIATrustee
Trustee or director
0.2$0
DENA MARCHINIRecording Secretary
Officer
0.2$0
JEFF WAGNERPRESIDENT35$0
ALICE MATTHEWSOFFICE MANAGER0.2$0
990 for the year ended December 31, 2022: 15 people
NameTitleHours / weekCompensation
MARIE DRAGON-BUMABOTrustee
Trustee or director
0.2$0
OLIVIA LYTrustee
Trustee or director
0.2$0
TERESA WALSHTrustee
Trustee or director
0.2$0
JAMES MCDANIELTrustee
Trustee or director
0.2$0
RICK FETROTrustee
Trustee or director
0.2$0
JOHN PALEOTrustee
Trustee or director
0.2$0
HEATHER LAKETrustee
Trustee or director
0.2$0
FRED QUINNTrustee
Trustee or director
0.2$0
CLARA MCAFEE-EVANSTrustee
Trustee or director
0.2$0
MONA MCCARTHYTrustee
Trustee or director
0.2$0
RAY HAFALIATrustee - Past
Trustee or director
0.2$0
SONIA GARCIATrustee
Trustee or director
0.2$0
DENA MARCHINIRecording Secretary
Officer
0.2$0
JEFF WAGNERPRESIDENT35$0
ALICE MATTHEWSOFFICE MANAGER0.2$0

Address and contacts

Address (IRS master file)
1390 WILLOW PASS ROAD, CONCORD, CA 94520-5200
In care of
% JEFFREY WAGNER
Principal officer (990 for 2024)
JEFFREY WAGNER
Signed the 990
JEFFREY WAGNER, President
Phone
(925) 246-6224
Return prepared by
LNB Accounting CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 94-0745005 or by the name PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E.

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

Mission

TO PROVIDE SOCIAL AND RECREATION ACTIVITIES AND INSURANCE PROGRAMS TO MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • INSURANCE AND OPTIONAL INSURANCE PROGRAMS FOR MEMBERS, INCLUDING RETIREE DENTAL AND ACCIDENTAL DEATH AND DISMEMBERMENT.
    Expenses $4,229,471
  • RECREATIONAL - ATHLETIC EVENTS, CAMPSITES, AND EVENT TICKETS FOR MEMBERS.
    Expenses $2,537,683
  • SOCIAL - ACTIVITIES FOR SOCIAL GATHERING AND VACATION TOURS FOR MEMBERS
    Expenses $1,691,788

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
94-0745005
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1965
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
1711 (37 member organizations)
Assets (IRS master file)
$2,871,458
Income (IRS master file)
$9,484,448

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$9,484,448$9,831,860$2,871,458IRS
990December 2023$2,107,323$1,513,655$897,228XML
990December 2022$9,082,716$9,777,817$2,560,660XML
990December 2021$9,024,442$8,778,409$2,423,958IRS
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 94-0745005).

Questions about PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E

What is the EIN of PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E?
The employer identification number (EIN) of PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E is 94-0745005.
Is PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1965.
Are donations to PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E 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 PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E 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 PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E 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 PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E?
The 990 for the year ended December 31, 2024 names JEFFREY WAGNER.
Who are the officers and directors of PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E?
The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
How much revenue does PACIFIC SERVICE EMPLOYEES ASSOCIATION OF PG&E have?
On its 990 for the year ended December 31, 2024 it reported revenue of $9,484,448, expenses of $9,831,860 and total assets of $2,871,458 at year end.

Organizations in its group exemption (37)

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