Nonprofit · EIN 94-2630417
BOILERMAKER VACATION TRUST
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $43,343,911 | $41,550,450 | $1,793,461 | $47,843,438 | $1,235,901 | $46,607,537 |
| September 30, 2024 | 990 | $42,216,320 | $39,269,890 | $2,946,430 | $45,243,325 | $457,754 | $44,785,571 |
| September 30, 2023 | 990 | $38,498,882 | $33,120,786 | $5,378,096 | $42,034,958 | $144,787 | $41,890,171 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $41,799,752
- Investment income
- $1,308,689
- Net gain from sales of assets
- $159,764
- Other revenue
- $235,470
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $40,865,516
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $63,235
- Accounting fees
- $39,108
Balance sheet and other
- Total assets, start of year
- $45,243,325
- Total assets, end of year
- $47,843,438
- Total liabilities, end of year
- $1,235,901
- Net assets, end of year
- $46,607,537
- Publicly traded securities
- $19,527,725
- Gross receipts
- $133,603,524
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1963
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J TOM BACA | CHAIRMAN Trustee or director, Officer | 1.5 | $0 |
| EDWARD L MCWHORTER | VICE CHAIRMAN Trustee or director, Officer | 1.5 | $0 |
| JEFF KILEY | TRUSTEE - TERM. 10/2024 Trustee or director | 1.5 | $0 |
| KATHY STAPP | Sec-treas. - TERM. 10/2024 Trustee or director, Officer | 1.5 | $0 |
| JOHNNY BACA | TRUSTEE Trustee or director | 1.5 | $0 |
| Clint Penny | sec-treas. - eff. 10/2024 Trustee or director, Officer | 1.5 | $0 |
| Raymond Maw | trustee - eff. 10/2024 Trustee or director | 1.5 | $0 |
| SEE SCH O FOR COMPensation | PAID BY RELATED ORGANIZATIon Trustee or director | 0 | $0 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J TOM BACA | CHAIRMAN Trustee or director, Officer | 1.5 | $0 |
| EDWARD L MCWHORTER | VICE CHAIRMAN Trustee or director, Officer | 1.5 | $0 |
| JEFF KILEY | TRUSTEE Trustee or director | 1.5 | $0 |
| KATHY STAPP | Sec-treas. Trustee or director, Officer | 1.5 | $0 |
| JOHNNY BACA | TRUSTEE Trustee or director | 1.5 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J TOM BACA | CHAIRMAN Trustee or director, Officer | 1.5 | $0 |
| EDWARD L MCWHORTER | VICE CHAIRMAN Trustee or director, Officer | 1.5 | $0 |
| WILLIAM CREEDEN | TRUSTEE - TERM. 8/2023 Trustee or director | 1.5 | $0 |
| JEFF KILEY | TRUSTEE Trustee or director | 1.5 | $0 |
| LAWRENCE MCMANAMON | TRUSTEE - TERM. 9/2023 Trustee or director | 1.5 | $0 |
| KATHY STAPP | TRUSTEE - EFF. 9/2023 Trustee or director | 1.5 | $0 |
| JOHNNY BACA | TRUSTEE - EFF. 9/2023 Trustee or director | 1.5 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
- In care of
- % HS&BA
- Principal officer (990 for 2024)
- J TOM BACA, 4160 Dublin Boulevard 100, Dublin, CA 94568
- Signed the 990
- J TOM BACA, CHAIRMAN
- Phone
- (925) 833-7300
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2630417 or by the name BOILERMAKER VACATION 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 VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 94-2630417
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $47,843,438
- Income (IRS master file)
- $133,603,524
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $43,343,911 | $41,550,450 | $47,843,438 | XML |
| 990 | September 2024 | $42,216,320 | $39,269,890 | $45,243,325 | XML |
| 990 | September 2023 | $38,498,882 | $33,120,786 | $42,034,958 | XML |
| 990 | September 2022 | $34,532,658 | $27,495,002 | $37,042,600 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 94-2630417).
Questions about BOILERMAKER VACATION TRUST
- What is the EIN of BOILERMAKER VACATION TRUST?
- The employer identification number (EIN) of BOILERMAKER VACATION TRUST is 94-2630417.
- Is BOILERMAKER VACATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
- Are donations to BOILERMAKER VACATION TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOILERMAKER VACATION 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 BOILERMAKER VACATION TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOILERMAKER VACATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of BOILERMAKER VACATION TRUST?
- The 990 for the year ended September 30, 2025 names J TOM BACA.
- Who are the officers and directors of BOILERMAKER VACATION TRUST?
- The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does BOILERMAKER VACATION TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $43,343,911, expenses of $41,550,450 and total assets of $47,843,438 at year end.
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