Skip to main content

Nonprofit · EIN 94-6091959

PACIFIC SERVICE EMPLOYEES BENEFIT ASSN

Tax-exempt · CONCORD, CA 94520

Financials

$296K$383K2023$391K$366K2024
Revenue Expenses · by fiscal year end
Financials of PACIFIC SERVICE EMPLOYEES BENEFIT ASSN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$391,159$365,740$25,419$2,603,682$128,773$2,474,909
December 31, 2023990 (amended)$295,662$383,310-$87,648$2,659,077$132,352$2,526,725
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$218,209
Investment income
$172,950
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$154,582
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$974
Accounting fees
$31,385
Program services (functional)
$154,582
Management and general (functional)
$211,158

Balance sheet and other

Total assets, start of year
$2,659,077
Total assets, end of year
$2,603,682
Total liabilities, end of year
$128,773
Net assets, end of year
$2,474,909
Publicly traded securities
$2,491,800
Gross receipts
$391,159
Employees
0
Year formed
1923
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.

NameTitleHours / weekCompensation
FRED QUINNTrustee
Trustee or director
1$0
TERESA TC WALSHVice Chair
Trustee or director
1$0
SONIA GARCIA LOBOTrustee
Trustee or director
1$0
JAVI CONTRERASAdvisor
Trustee or director
1$0
MARLENA CAMARENATrustee
Trustee or director
1$0
SHEENA ALTWERTrustee
Trustee or director
1$0
RICK FETRORetiree Chair
Trustee or director
1$0
JEFFREY WAGNERPresident
Trustee or director
5$0
ALICE MATTHEWSSecretary
Trustee or director
5$0
EDDIE BARRIOSChair
Trustee or director
1$0
J'NET HERINGRetiree V-Chair
Trustee or director
1$0
DA'CHON PACEChapter Trustee
Trustee or director
1$0
ABE OCHOATrustee
Trustee or director
1$0
VLAD CHEKHOLKOTreasurer
Officer
1$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
FRED QUINNTrustee
Trustee or director
1$0
MONA McCARTHYAdvisor
Trustee or director
1$0
TERESA TC WALSHTrustee
Trustee or director
1$0
SONIA GARCIA LOBOTrustee
Trustee or director
1$0
JAVI CONTRERASCHAIR
Trustee or director
1$0
MARLENA CAMARENATrustee
Trustee or director
1$0
SHEENA MITALTrustee
Trustee or director
1$0
RICK FETRORETIREE VICE CHAIR
Trustee or director
1$0
JEFFREY WAGNERPresident
Trustee or director
5$0
ALICE MATTHEWSSecretary
Trustee or director
5$0
EDDIE BARRIOSVICE CHAIR
Trustee or director
1$0
J'NET HERINGRETIREE CHAIR
Trustee or director
1$0
DA'CHON PACEChapter Trustee
Trustee or director
1$0
KATHY DAWKINSTreasurer
Officer
1$0

Address and contacts

Address (IRS master file)
1390 WILLOW PASS RD STE 240, CONCORD, CA 94520-7904
Principal officer (990 for 2024)
Jeffrey Wagner
Signed the 990
Jeffrey Wagner, President
Phone
(925) 246-6224
Return prepared by
LNB Accounting CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6091959 or by the name PACIFIC SERVICE EMPLOYEES BENEFIT ASSN.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE DISABILITY BENEFITS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION PROVIDED DISABILITY BENEFITS TO ELIGIBLE MEMBERS.
    Expenses $154,582

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-6091959
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1964
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,603,682
Income (IRS master file)
$391,159

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$391,159$365,740$2,603,682IRS
990December 2023$295,662$383,310$2,659,077XML
990December 2022$261,776$280,613$2,662,327IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 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 94-6091959).

Questions about PACIFIC SERVICE EMPLOYEES BENEFIT ASSN

What is the EIN of PACIFIC SERVICE EMPLOYEES BENEFIT ASSN?
The employer identification number (EIN) of PACIFIC SERVICE EMPLOYEES BENEFIT ASSN is 94-6091959.
Is PACIFIC SERVICE EMPLOYEES BENEFIT ASSN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
Are donations to PACIFIC SERVICE EMPLOYEES BENEFIT ASSN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PACIFIC SERVICE EMPLOYEES BENEFIT ASSN 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 PACIFIC SERVICE EMPLOYEES BENEFIT ASSN 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 PACIFIC SERVICE EMPLOYEES BENEFIT ASSN 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 PACIFIC SERVICE EMPLOYEES BENEFIT ASSN?
The 990 for the year ended December 31, 2024 names Jeffrey Wagner.
Who are the officers and directors of PACIFIC SERVICE EMPLOYEES BENEFIT ASSN?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does PACIFIC SERVICE EMPLOYEES BENEFIT ASSN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $391,159, expenses of $365,740 and total assets of $2,603,682 at year end.

Other nonprofits in CONCORD

All nonprofits in CONCORD · California