Nonprofit · EIN 94-3087852
THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST
Tax-exempt · CONCORD, CA 94520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,626,337 | $9,862,314 | -$235,977 | $2,014,279 | $1,753,135 | $261,144 |
| December 31, 2023 | 990 | $9,357,550 | $9,306,498 | $51,052 | $2,153,974 | $1,656,853 | $497,121 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,626,337
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,690,097
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,400
- Accounting fees
- $15,900
Balance sheet and other
- Total assets, start of year
- $2,153,974
- Total assets, end of year
- $2,014,279
- Total liabilities, end of year
- $1,753,135
- Net assets, end of year
- $261,144
- Gross receipts
- $9,626,337
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1989
- 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 |
|---|---|---|---|---|---|
| DAN LARSON | TRUSTEE Trustee or director | 5 | $0 | $124,092 | $33,523 |
| MILTON HUM | SECRETARY Trustee or director, Officer | 5 | $0 | $118,081 | $22,030 |
| MICHAEL OETTINGER | CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JENNIFER MUEHLING | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LARSON | TRUSTEE Trustee or director | 5 | $0 | $124,818 | $38,601 |
| MILTON HUM | SECRETARY Trustee or director, Officer | 5 | $0 | $113,268 | $20,030 |
| MICHAEL OETTINGER | CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| CHRIS DYSINGER | TRUSTEE (THRU OCT 2023) Trustee or director | 5 | $0 | $0 | $0 |
| JENNIFER MUEHLING | TRUSTEE (AS OF OCT 2023) Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 BURNETT AVE SUITE 110, CONCORD, CA 94520-2000
- Principal officer (990 for 2024)
- MICHAEL OETTINGER, 1000 BURNETT AVE 110, CONCORD, CA 94520
- Signed the 990
- MICHAEL OETTINGER, 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 94-3087852 or by the name THE WALGREEN COMPANY AND LOCAL 648 WELFARE 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 CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYER.
Program accomplishments
- TO PROVIDE HEALTH CARE BENEFITS TO APPROXIMATELY 485 ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYER.
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
- 94-3087852
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,014,279
- Income (IRS master file)
- $9,626,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,626,337 | $9,862,314 | $2,014,279 | XML |
| 990 | December 2023 | $9,357,550 | $9,306,498 | $2,153,974 | XML |
| 990 | December 2022 | $9,811,992 | $9,708,530 | $2,049,255 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 94-3087852).
Questions about THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST
- What is the EIN of THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST?
- The employer identification number (EIN) of THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST is 94-3087852.
- Is THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
- Are donations to THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE WALGREEN COMPANY AND LOCAL 648 WELFARE 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 THE WALGREEN COMPANY AND LOCAL 648 WELFARE 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 THE WALGREEN COMPANY AND LOCAL 648 WELFARE 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 THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names MICHAEL OETTINGER.
- Who are the officers and directors of THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE WALGREEN COMPANY AND LOCAL 648 WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,626,337, expenses of $9,862,314 and total assets of $2,014,279 at year end.
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