Nonprofit · EIN 94-2442039
NECA HEALTH TRUST
Tax-exempt · SAN JOSE, CA 95119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $7,309,768 | $7,167,752 | $142,016 | $1,882,150 | $604,206 | $1,277,944 |
| July 31, 2024 | 990 | $6,676,290 | $6,631,933 | $44,357 | $1,704,414 | $568,486 | $1,135,928 |
| July 31, 2023 | 990 | $6,346,374 | $6,214,548 | $131,826 | $1,602,419 | $510,848 | $1,091,571 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,307,117
- Investment income
- $2,651
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,084,350
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $13,487
- Accounting fees
- $12,000
- Program services (functional)
- $7,084,350
- Management and general (functional)
- $83,402
Balance sheet and other
- Total assets, start of year
- $1,704,414
- Total assets, end of year
- $1,882,150
- Total liabilities, end of year
- $604,206
- Net assets, end of year
- $1,277,944
- Gross receipts
- $7,309,768
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1977
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BART DICKSON JR | CHAIRMAN Trustee or director | 2 | $0 |
| WILLIAM F KUHR | TRUSTEE Trustee or director | 2 | $0 |
| ANDY BERG | TRUSTEE Trustee or director | 2 | $0 |
| ANISA THOMSEN | TRUSTEE Trustee or director | 2 | $0 |
| TOM COLEMAN | TRUSTEE Trustee or director | 2 | $0 |
| JUSTIN SAROYAN | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL GELLER | TRUSTEE Trustee or director | 2 | $0 |
| JERRI CHAMPLIN | TRUSTEE Trustee or director | 2 | $0 |
| SARAH ORGILL | TRUSTEE Trustee or director | 2 | $0 |
| SCOT VANBRUSKIRK | TRUSTEE Trustee or director | 2 | $0 |
| CODY BROOKS | TRUSTEE Trustee or director | 2 | $0 |
| KAREN PRESCOTT | TRUSTEE Trustee or director | 2 | $0 |
| ASHLEY BERG | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended July 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BART DICKSON JR | CHAIRMAN Trustee or director | 2 | $0 |
| WILLIAM F KUHR | TRUSTEE Trustee or director | 2 | $0 |
| ANDY BERG | TRUSTEE Trustee or director | 2 | $0 |
| ANISA THOMSEN | TRUSTEE Trustee or director | 2 | $0 |
| TOM COLEMAN | TRUSTEE Trustee or director | 2 | $0 |
| JUSTIN SAROYAN | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL GELLER | TRUSTEE Trustee or director | 2 | $0 |
| JERRI CHAMPLIN | TRUSTEE Trustee or director | 2 | $0 |
| SARAH ORGILL | TRUSTEE Trustee or director | 2 | $0 |
| SCOT VANBRUSKIRK | TRUSTEE Trustee or director | 2 | $0 |
| CODY BROOKS | TRUSTEE Trustee or director | 2 | $0 |
| KAREN PRESCOTT | TRUSTEE Trustee or director | 2 | $0 |
| ASHLEY BERG | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended July 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BART DICKSON JR | CHAIRMAN Trustee or director | 2 | $0 |
| WILLIAM F KUHR | TRUSTEE Trustee or director | 2 | $0 |
| ANDY BERG | TRUSTEE Trustee or director | 2 | $0 |
| ANISA THOMSEN | TRUSTEE Trustee or director | 2 | $0 |
| TAVIA BRUNNER | TRUSTEE Trustee or director | 2 | $0 |
| JUSTIN SAROYAN | TRUSTEE Trustee or director | 2 | $0 |
| MICHAEL GELLER | TRUSTEE Trustee or director | 2 | $0 |
| JERRI CHAMPLIN | TRUSTEE Trustee or director | 2 | $0 |
| SARAH ORGILL | TRUSTEE Trustee or director | 2 | $0 |
| SCOT VANBRUSKIRK | TRUSTEE Trustee or director | 2 | $0 |
| CODY BROOKS | TRUSTEE Trustee or director | 2 | $0 |
| TOM GELLER | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6800 SANTA TERESA BOULEVARD STE 10, SAN JOSE, CA 95119-1238
- Principal officer (990 for 2024)
- BART DICKSON JR, 6800 SANTA TERESA BOULEVARD SUITE, 100, SAN JOSE, CA 95119
- Signed the 990
- BART DICKSON JR, TRUSTEE, CHAIRMAN
- Phone
- (408) 288-4400
- Website
- WWW.CALNECA.COM
- Return prepared by
- INEICH & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2442039 or by the name NECA HEALTH 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 BENEFITS TO PARTICIPANTS.
Program accomplishments
- TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS.Expenses $7,084,350 · revenue $7,307,117
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 94-2442039
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,882,150
- Income (IRS master file)
- $7,309,768
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $7,309,768 | $7,167,752 | $1,882,150 | IRS |
| 990 | July 2024 | $6,676,290 | $6,631,933 | $1,704,414 | IRS |
| 990 | July 2023 | $6,346,374 | $6,214,548 | $1,602,419 | XML |
| 990 | July 2022 | $6,285,247 | $6,074,943 | $1,444,810 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 94-2442039).
Questions about NECA HEALTH TRUST
- What is the EIN of NECA HEALTH TRUST?
- The employer identification number (EIN) of NECA HEALTH TRUST is 94-2442039.
- Is NECA HEALTH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to NECA HEALTH TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NECA HEALTH 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 NECA HEALTH TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NECA HEALTH TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of NECA HEALTH TRUST?
- The 990 for the year ended July 31, 2025 names BART DICKSON JR.
- Who are the officers and directors of NECA HEALTH TRUST?
- The 990 for the year ended July 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does NECA HEALTH TRUST have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $7,309,768, expenses of $7,167,752 and total assets of $1,882,150 at year end.
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