Nonprofit · EIN 94-6081299
SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND
Tax-exempt · SAN JOSE, CA 95119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $50,363,921 | $47,553,088 | $2,810,833 | $32,448,760 | $17,155,156 | $15,293,604 |
| December 31, 2023 | 990 | $41,770,417 | $40,821,172 | $949,245 | $26,226,211 | $13,852,733 | $12,373,478 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $49,478,696
- Investment income
- $293,872
- Net gain from sales of assets
- $23,445
- Other revenue
- $591,353
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $46,078,780
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $24,000
- Accounting fees
- $178,443
- Program services (functional)
- $46,078,780
- Management and general (functional)
- $1,474,308
Balance sheet and other
- Total assets, start of year
- $26,226,211
- Total assets, end of year
- $32,448,760
- Total liabilities, end of year
- $17,155,156
- Net assets, end of year
- $15,293,604
- Publicly traded securities
- $7,449,006
- Gross receipts
- $53,290,980
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1954
- 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 |
|---|---|---|---|---|
| RICHARD ROMANSKI | TRUSTEE Trustee or director | 5 | $0 | $4,800 |
| SHERRI CHIESA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MIKE CASEY | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JAMES BEARD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ANAND SINGH | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BOBBY WALIA | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD ROMANSKI | TRUSTEE Trustee or director | 5 | $4,800 |
| SHERRI CHIESA | TRUSTEE Trustee or director | 5 | $0 |
| MIKE CASEY | TRUSTEE Trustee or director | 5 | $0 |
| JAMES BEARD | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA 95119-1239
- Principal officer (990 for 2024)
- JAMES BEARD, 6800 SANTA TERESA BLVD SUITE 100, SAN JOSE, CA 95119
- Signed the 990
- JAMES BEARD, TRUSTEE
- Phone
- (408) 288-4420
- Return prepared by
- INEICH & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6081299 or by the name SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE 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
PROVIDING HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- PROVIDING HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS,Expenses $46,078,780
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
- 94-6081299
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $32,448,760
- Income (IRS master file)
- $53,290,980
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $50,363,921 | $47,553,088 | $32,448,760 | IRS |
| 990 | December 2023 | $41,770,417 | $40,821,172 | $26,226,211 | XML |
| 990 | December 2022 | $30,738,566 | $29,900,165 | $21,151,623 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 94-6081299).
Questions about SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND
- What is the EIN of SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND?
- The employer identification number (EIN) of SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND is 94-6081299.
- Is SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1975.
- Are donations to SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE 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 SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND 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 SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND 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 SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND?
- The 990 for the year ended December 31, 2024 names JAMES BEARD.
- Who are the officers and directors of SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $50,363,921, expenses of $47,553,088 and total assets of $32,448,760 at year end.
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