Nonprofit · EIN 94-3382057
KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,524,060 | $21,483,328 | $2,040,732 | $28,875,574 | $5,538,418 | $23,337,156 |
| December 31, 2023 | 990 | $23,001,410 | $23,588,310 | -$586,900 | $29,979,811 | $8,776,545 | $21,203,266 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $22,287,075
- Program service revenue
- $0
- Investment income
- $1,236,985
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $17,052
- Accounting fees
- $55,827
- Travel
- $1,500,074
Balance sheet and other
- Total assets, start of year
- $29,979,811
- Total assets, end of year
- $28,875,574
- Total liabilities, end of year
- $5,538,418
- Net assets, end of year
- $23,337,156
- Publicly traded securities
- $18,707,382
- Net assets without donor restrictions
- $23,337,156
- Gross receipts
- $23,524,060
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2001
- 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 |
|---|---|---|---|
| MEG NIEMI | TRUSTEE, CO-CHAIR Trustee or director | 5 | $0 |
| TAMARA RUBYN | TRUSTEE Trustee or director | 1 | $0 |
| JIM PRUITT | TRUSTEE Trustee or director | 1 | $0 |
| DAVID REGAN | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN SHIELDS | TRUSTEE, CO-CHAIR Trustee or director | 5 | $0 |
| CHRIS CLAGG | TRUSTEE Trustee or director | 1 | $0 |
| ARLENE PEASNALL | TRUSTEE, CO-CHAIR Trustee or director | 1 | $0 |
| KELLY GSCHWEND | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEG NIEMI | TRUSTEE, CO-CHAIR Trustee or director | 5 | $0 |
| TAMARA RUBYN | TRUSTEE Trustee or director | 1 | $0 |
| JIM PRUITT | TRUSTEE Trustee or director | 1 | $0 |
| DAVID REGAN | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN SHIELDS | TRUSTEE, CO-CHAIR Trustee or director | 5 | $0 |
| CHRIS CLAGG | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- ONE KAISER PLAZA 24 LAKESIDE, OAKLAND, CA 94612-3610
- In care of
- % KAISER FOUNDATION HEALTH PLAN
- Principal officer (990 for 2024)
- BOARD OF TRUSTEES, ONE KAISER PLAZA 24 LAKESIDE, OAKLAND, CA 94612
- Signed the 990
- CHRIS CLAGG, TRUSTEE
- Phone
- (925) 256-6321
- Website
- HTTP://WWW.LMPARTNERSHIP.ORG
- Return prepared by
- RGP LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3382057 or by the name KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP 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 FUND COOPERATIVE ACTIONS BETWEEN ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND THE COALITION OF KAISER PERMANENTE UNIONS, AFL-CIO.
Program accomplishments
- THE TRUST IS A JOINTLY ADMINISTERED LABOR AND MANAGEMENT CO-OPERATION TRUST ESTABLISHED BY ORGANIZATIONS PARTICIPATING IN THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND THE COALITION OF KAISER PERMANENTE UNIONS, AFL-CIO. THE TRUST FUNDS LABOR MANAGEMENT ADMINISTRATION AND PARTNERSHIP ACTIVITIES BETWEEN MANAGEMENT, UNIONS AND EMPLOYEES.
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
- 94-3382057
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J40)
- Assets (IRS master file)
- $28,875,574
- Income (IRS master file)
- $23,524,060
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,524,060 | $21,483,328 | $28,875,574 | XML |
| 990 | December 2023 | $23,001,410 | $23,588,310 | $29,979,811 | XML |
| 990 | December 2022 | $19,681,184 | $19,594,364 | $27,009,106 | 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 94-3382057).
Questions about KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST
- What is the EIN of KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST?
- The employer identification number (EIN) of KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST is 94-3382057.
- Is KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 2002.
- Are donations to KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP 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 KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP 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 KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP 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 KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST?
- The 990 for the year ended December 31, 2024 names BOARD OF TRUSTEES.
- Who are the officers and directors of KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,524,060, expenses of $21,483,328 and total assets of $28,875,574 at year end.
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