Nonprofit · EIN 94-6073089
NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND
Tax-exempt · ALAMEDA, CA 94502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $22,032,334 | $24,788,749 | -$2,756,415 | $26,714,920 | $4,208,842 | $22,506,078 |
| September 30, 2024 | 990 | $21,785,123 | $24,297,043 | -$2,511,920 | $28,556,018 | $3,214,248 | $25,341,770 |
| September 30, 2023 | 990 | $20,085,218 | $21,873,907 | -$1,788,689 | $28,324,472 | $2,886,828 | $25,437,644 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,221,921
- Investment income
- $1,810,413
- Net gain from sales of assets
- $827,663
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $23,430,788
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $83,529
- Accounting fees
- $61,955
Balance sheet and other
- Total assets, start of year
- $28,556,018
- Total assets, end of year
- $26,714,920
- Total liabilities, end of year
- $4,208,842
- Net assets, end of year
- $22,506,078
- Publicly traded securities
- $21,731,704
- Gross receipts
- $27,404,671
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1952
- 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 |
|---|---|---|---|
| JAMES HAM | Trustee Trustee or director | 2 | $0 |
| marty crandall | trustee Trustee or director | 1 | $0 |
| john ontiveros | tRUSTEE Trustee or director | 1 | $0 |
| Don Garcia | trustee Trustee or director | 1 | $0 |
| Steven Lua | trustee Trustee or director | 1 | $0 |
| Kelly Dryden | Trustee Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES HAM | Trustee Trustee or director | 2 | $0 |
| marty crandall | trustee Trustee or director | 1 | $0 |
| john ontiveros | tRUSTEE Trustee or director | 1 | $0 |
| Don Garcia | trustee Trustee or director | 1 | $0 |
| Steven Lua | trustee Trustee or director | 1 | $0 |
| Kelly Dryden | Trustee Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATIon | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BOTTALI | TRUSTEE - PAST Trustee or director | 3 | $0 |
| MARTY CRANDALL | TRUSTEE Trustee or director | 1 | $0 |
| KELLY DRYDEN | TRUSTEE Trustee or director | 1 | $0 |
| DON GARCIA | TRUSTEE Trustee or director | 1 | $0 |
| JAMES HAM | TRUSTEE Trustee or director | 2 | $0 |
| STEVEN LUA | TRUSTEE Trustee or director | 1 | $0 |
| STACEY MURPHY | TRUSTEE - PAST Trustee or director | 1 | $0 |
| JOHN ONTIVEROS | TRUSTEE Trustee or director | 1 | $0 |
| LOU VALLETTA | TRUSTEE - PAST Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502-3035
- In care of
- % ZENITH AMERICAN SOLUTIONS
- Principal officer (990 for 2024)
- JAMES HAM, 1600 HARBOR BAY PARKWAY 200, ALAMEDA, CA 94502
- Signed the 990
- JAMES HAM, TRUSTEE
- Phone
- (415) 546-7800
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6073089 or by the name NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY 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 COLLECTIVELY BARGAINED MEMBERS.
Program accomplishments
- THE FUND PROVIDED WELFARE BENEFITS TO COVERED EMPLOYEES AND THEIR DEPENDENTS.
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 94-6073089
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $26,714,920
- Income (IRS master file)
- $27,404,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $22,032,334 | $24,788,749 | $26,714,920 | XML |
| 990 | September 2024 | $21,785,123 | $24,297,043 | $28,556,018 | XML |
| 990 | September 2023 | $20,085,218 | $21,873,907 | $28,324,472 | XML |
| 990 | September 2022 | $20,709,227 | $21,055,289 | $29,110,736 | 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 94-6073089).
Questions about NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND
- What is the EIN of NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND?
- The employer identification number (EIN) of NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND is 94-6073089.
- Is NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
- Are donations to NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY 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 BAKERY DRIVERS SECURITY FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND 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 NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND?
- The 990 for the year ended September 30, 2025 names JAMES HAM.
- Who are the officers and directors of NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND?
- The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does NORTHERN CALIFORNIA BAKERY DRIVERS SECURITY FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $22,032,334, expenses of $24,788,749 and total assets of $26,714,920 at year end.
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