Nonprofit · EIN 94-3218766
NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND
Tax-exempt · CONCORD, CA 94520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,549,767 | $5,733,058 | -$183,291 | $5,916,206 | $887,491 | $5,028,715 |
| June 30, 2024 | 990 | $5,608,134 | $5,238,617 | $369,517 | $5,891,046 | $838,053 | $5,052,993 |
| June 30, 2023 | 990 | $5,469,218 | $5,096,247 | $372,971 | $5,356,371 | $766,652 | $4,589,719 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,334,695
- Investment income
- $215,072
- Net gain from sales of assets
- $41,101
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,273,014
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $40,500
- Accounting fees
- $141,451
- Travel
- $7,371
Balance sheet and other
- Total assets, start of year
- $5,891,046
- Total assets, end of year
- $5,916,206
- Total liabilities, end of year
- $887,491
- Net assets, end of year
- $5,028,715
- Publicly traded securities
- $4,770,032
- Gross unrelated business income
- $215,072
- Gross receipts
- $5,549,767
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1995
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES CORTEZ | TRUSTEE Trustee or director | 5 | $0 | $119,774 | $14,664 |
| MIKE FURSMAN | CO-CHAIR Trustee or director, Officer | 5 | $0 | $72,000 | $0 |
| JOHN BUENO | TRUSTEE Trustee or director | 5 | $0 | $36,636 | $14,650 |
| ROSEMARY MUCKLOW | CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JIM BEARD | INTERIM CO-CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES CORTEZ | TRUSTEE Trustee or director | 5 | $0 | $119,774 | $20,030 |
| MIKE FURSMAN | CO-CHAIR Trustee or director, Officer | 5 | $0 | $72,000 | $0 |
| JOHN BUENO | TRUSTEE Trustee or director | 5 | $0 | $36,636 | $1,541 |
| ROSEMARY MUCKLOW | CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JIM BEARD | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN BUENO | TRUSTEE Trustee or director | 5 | $0 | $124,257 | $20,030 |
| JAMES CORTEZ | TRUSTEE Trustee or director | 5 | $0 | $114,166 | $20,030 |
| MIKE FURSMAN | CO-CHAIR Trustee or director, Officer | 5 | $0 | $72,000 | $0 |
| ROSEMARY MUCKLOW | CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JIM BEARD | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 BURNETT AVE SUITE 110, CONCORD, CA 94520-2000
- In care of
- % ATPA ATTN MARY HOBACK
- Principal officer (990 for 2024)
- JASON BERGGREN, 1000 BURNETT AVE 200, CONCORD, CA 94520
- Signed the 990
- JASON BERGGREN, TRUST FUND ADMINISTRATOR
- Phone
- (800) 552-2400
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3218766 or by the name NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND.
- 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 AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 261 ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3218766
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,916,206
- Income (IRS master file)
- $5,549,767
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,549,767 | $5,733,058 | $5,916,206 | IRS |
| 990 | June 2024 | $5,608,134 | $5,238,617 | $5,891,046 | IRS |
| 990 | June 2023 | $5,469,218 | $5,096,247 | $5,356,371 | XML |
| 990 | June 2022 | $5,482,594 | $5,022,208 | $4,961,271 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 94-3218766).
Questions about NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND
- What is the EIN of NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND?
- The employer identification number (EIN) of NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND is 94-3218766.
- Is NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND 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 WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND?
- The 990 for the year ended June 30, 2025 names JASON BERGGREN.
- Who are the officers and directors of NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NORTHERN CALIFORNIA WHOLESALE BUTCHERS HEALTH & WELFARE TR FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,549,767, expenses of $5,733,058 and total assets of $5,916,206 at year end.
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