Nonprofit · EIN 94-6102898
OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $6,835,496 | $6,807,705 | $27,791 | $2,628,972 | $12,253 | $2,616,719 |
| October 31, 2024 | 990 | $6,511,221 | $6,584,976 | -$73,755 | $2,593,694 | $8,977 | $2,584,717 |
| October 31, 2023 | 990 | $6,055,591 | $6,248,003 | -$192,412 | $2,542,404 | $3,914 | $2,538,490 |
| October 31, 2021 | 990 | $7,323,621 | $7,472,252 | -$148,631 | $2,395,508 | $29,908 | $2,365,600 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,727,415
- Investment income
- $41,927
- Other revenue
- $66,154
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,419,406
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $30,000
- Accounting fees
- $59,997
Balance sheet and other
- Total assets, start of year
- $2,593,694
- Total assets, end of year
- $2,628,972
- Total liabilities, end of year
- $12,253
- Net assets, end of year
- $2,616,719
- Publicly traded securities
- $1,036,268
- Gross unrelated business income
- $41,927
- Gross receipts
- $6,835,496
- Employees
- 0
- Volunteers
- 6
- 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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Natalie Naylor | Chair Trustee or director, Officer | 5 | $0 | $102,428 | $39,074 |
| Jane Bosio | Trustee Trustee or director | 5 | $0 | $89,937 | $39,074 |
| John Hadzess | Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Charlie Warren | Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Loretta Ramirez | Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Rosemarie Boothe-Bey | Trustee Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended October 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Natalie Naylor | Chair Trustee or director, Officer | 5 | $0 | $102,428 | $39,074 |
| Jane Bosio | Trustee Trustee or director | 5 | $0 | $89,937 | $39,074 |
| Gene Price | Co-Chair Trustee or director, Officer | 5 | $0 | $0 | $0 |
| John Hadzess | Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Charlie Warren | Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Loretta Ramirez | Trustee Trustee or director | 5 | $0 | $0 | $0 |
| Rosemarie Boothe-Bey | Trustee Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended October 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NATALIE NAYLOR | CHAIR Trustee or director, Officer | 5 | $0 | $94,931 | $30,291 |
| JANE BOSIO | TRUSTEE Trustee or director | 5 | $0 | $83,120 | $30,291 |
| JOHN HADZESS | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| CHARLIE WARREN | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| GENE PRICE | CO-CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| LORETTA RAMIREZ | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| ROSEMARIE BOOTHE-BEY | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended October 31, 2021: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HARDEMAN | CO-CHAIR Trustee or director, Officer | 5 | $0 |
| JOHN HADZESS | TRUSTEE Trustee or director | 5 | $0 |
| CHARLIE WARREN | TRUSTEE Trustee or director | 5 | $0 |
| GENE PRICE | TRUSTEE Trustee or director | 5 | $0 |
| JANE BOSIO | TRUSTEE Trustee or director | 5 | $0 |
| LORETTA RAMIREZ | TRUSTEE Trustee or director | 5 | $0 |
| ROSEMARIE BOOTHE-BEY | TRUSTEE Trustee or director | 5 | $0 |
| NATALIE NAYLOR | CO-CHAIR Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 400, DUBLIN, CA 94568-7756
- Principal officer (990 for 2024)
- Natalie Naylor, 4160 Dublin Blvd Suite 400, Dublin, CA 94502
- Signed the 990
- Natalie Naylor, Chair
- Phone
- (510) 433-4470
- Return prepared by
- Eide Bailly Advisory LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6102898 or by the name OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA.
- 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
None
Program accomplishments
- To provide employees, and their families and dependents, health and welfare benefits for approximately 450 participants.
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 94-6102898
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,628,972
- Income (IRS master file)
- $6,835,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $6,835,496 | $6,807,705 | $2,628,972 | XML |
| 990 | October 2024 | $6,511,221 | $6,584,976 | $2,593,694 | XML |
| 990 | October 2023 | $6,055,591 | $6,248,003 | $2,542,404 | XML |
| 990 | October 2022 | $7,460,138 | $6,887,828 | $2,756,542 | IRS |
| 990 | October 2021 | $7,323,621 | $7,472,252 | $2,395,508 | XML |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 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 94-6102898).
Questions about OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA
- What is the EIN of OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA?
- The employer identification number (EIN) of OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA is 94-6102898.
- Is OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA 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 OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA?
- The 990 for the year ended October 31, 2025 names Natalie Naylor.
- Who are the officers and directors of OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA?
- The 990 for the year ended October 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does OFFICE EMPLOYEES INSURANCE TRUST FUNDS OF CALIFORNIA have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $6,835,496, expenses of $6,807,705 and total assets of $2,628,972 at year end.
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