Nonprofit · EIN 94-3139933
NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH
Tax-exempt · OAKLAND, CA 94621
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $569,821 | $926,934 | -$357,113 | $3,820,713 | $0 | $3,820,713 |
| December 31, 2024 | 990 | $569,599 | $329,742 | $239,857 | $4,177,826 | $0 | $4,177,826 |
| December 31, 2023 | 990 | $858,949 | $557,229 | $301,720 | $3,937,969 | $0 | $3,937,969 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $412,565
- Program service revenue
- $0
- Investment income
- $145,933
- Net gain from sales of assets
- $31,027
- Net income from gaming
- -$6,382
- Other revenue
- $11,323
Expenses
- Grants and similar amounts paid
- $893,755
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $895,655
- Management and general (functional)
- $31,279
Balance sheet and other
- Total assets, start of year
- $4,177,826
- Total assets, end of year
- $3,820,713
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,820,713
- Publicly traded securities
- $3,366,426
- Gross receipts
- $1,070,815
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1992
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jay Bradshaw | Director Trustee or director | 0.1 | $0 | $360,419 | $148,042 |
| Martin Espinoza Jr | Director Trustee or director | 0.1 | $0 | $245,117 | $114,569 |
| Tiffany Merfeld | Treasurer Trustee or director, Officer | 0.1 | $0 | $240,098 | $116,608 |
| John Belperio | Director Trustee or director | 0.1 | $0 | $231,882 | $114,869 |
| Sean Hebard | Director Trustee or director | 0.1 | $0 | $230,920 | $114,569 |
| Jacob Adiarte | Director Trustee or director | 0.1 | $0 | $238,465 | $63,169 |
| Phyllis Clima | Director Trustee or director | 0.1 | $0 | $22,417 | $0 |
| Brian T Morton | President Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Larry Pace | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Chris Pedroza | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Blythe Mickelson | Director Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jay Bradshaw | Director Trustee or director | 0.1 | $0 | $341,605 | $141,066 |
| Jacob Adiarte | Director Trustee or director | 0.1 | $0 | $221,203 | $109,586 |
| John Belperio | Director Trustee or director | 0.1 | $0 | $220,081 | $109,586 |
| Sean Hebard | Director Trustee or director | 0.1 | $0 | $218,806 | $109,286 |
| Tiffany Merfeld | Treasurer Trustee or director, Officer | 0.1 | $0 | $214,756 | $109,286 |
| Martin Espinoza Jr | Director, eff. 2/21/2024 Trustee or director | 0.1 | $0 | $215,176 | $108,250 |
| Edward Gable | Director, TERM. 2/21/2024 Trustee or director | 0.1 | $0 | $46,207 | $20,478 |
| Phyllis Clima | Director Trustee or director | 0.1 | $0 | $15,213 | $0 |
| Brian T Morton | President Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Larry Pace | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Chris Pedroza | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Blythe Mickelson | Director Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jay Bradshaw | Director Trustee or director | 0.1 | $0 | $324,035 | $125,168 |
| John Belperio | Director Trustee or director | 0.1 | $0 | $209,405 | $96,186 |
| Jacob Adiarte | Director Trustee or director | 0.1 | $0 | $208,641 | $96,186 |
| Sean Hebard | Director Trustee or director | 0.1 | $0 | $207,417 | $95,886 |
| Tiffany Merfeld | Treasurer Trustee or director, Officer | 0.1 | $0 | $200,845 | $102,132 |
| Edward Gable | Director Trustee or director | 0.1 | $0 | $205,777 | $95,886 |
| Phyllis Clima | Director Trustee or director | 0.1 | $0 | $57,367 | $0 |
| Brian T Morton | President Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Larry Pace | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Chris Pedroza | Director Trustee or director | 0.1 | $0 | $0 | $0 |
| Blythe Mickelson | Director Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 265 HEGENBERGER RD STE 200, OAKLAND, CA 94621-1480
- In care of
- % TIFFANY MERFELD
- Principal officer (990 for 2025)
- TIFFANY MERFELD, 265 HEGENBERGER ROAD 200, OAKLAND, CA 946211480
- Signed the 990
- TIFFANY MERFELD, TREASURER
- Phone
- (510) 430-9706
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3139933 or by the name NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH.
- 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 SCHOLARSHIPS TO SONS AND DAUGHTERS OF CARPENTER MEMBERS OF LOCAL UNIONS IN THE 46 NORTHERN CALIFORNIA COUNTIES.
Program accomplishments
- SCHOLARSHIPS WERE PAID TO SONS AND DAUGHTERS OF CARPENTER MEMBERS OF LOCAL UNIONS WITHIN THE 46 NORTHERN CALIFORNIA COUNTIES.Expenses $895,655 · grants $893,755 · revenue $17,705
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 | 990 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
- 94-3139933
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $3,820,713
- Income (IRS master file)
- $1,070,815
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $569,821 | $926,934 | $3,820,713 | XML |
| 990 | December 2024 | $569,599 | $329,742 | $4,177,826 | XML |
| 990 | December 2023 | $858,949 | $557,229 | $3,937,969 | XML |
| 990 | December 2022 | $585,547 | $270,641 | $3,636,249 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 94-3139933).
Questions about NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH
- What is the EIN of NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH?
- The employer identification number (EIN) of NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH is 94-3139933.
- Is NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH 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 NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH?
- The 990 for the year ended December 31, 2025 names TIFFANY MERFELD.
- Who are the officers and directors of NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $569,821, expenses of $926,934 and total assets of $3,820,713 at year end.
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