Nonprofit · EIN 94-6138741
WELFARE FUND LOCAL NO16 I A T S E
Tax-exempt · PLEASANTON, CA 94566
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,163,869 | $14,530,270 | $1,633,599 | $21,832,863 | $4,341,567 | $17,491,296 |
| December 31, 2023 | 990 | $17,455,285 | $14,493,318 | $2,961,967 | $20,657,434 | $5,018,185 | $15,639,249 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,658,494
- Investment income
- $505,375
- Net gain from sales of assets
- $4,947
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,607,042
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $52,215
- Accounting fees
- $144,391
Balance sheet and other
- Total assets, start of year
- $20,657,434
- Total assets, end of year
- $21,832,863
- Total liabilities, end of year
- $4,341,567
- Net assets, end of year
- $17,491,296
- Publicly traded securities
- $17,804,516
- Gross receipts
- $18,094,891
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1965
- 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 |
|---|---|---|---|
| JAMES BEAUMONTE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| KENNETH RYAN | TRUSTEE Trustee or director | 1 | $0 |
| LANCE HUGHSTON JR | TRUSTEE Trustee or director | 1 | $0 |
| MARY CONDE | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW BENNETT | TRUSTEE Trustee or director | 1 | $0 |
| SHARI BETHEL | TRUSTEE Trustee or director | 1 | $0 |
| JEN GOOD | TRUSTEE Trustee or director | 1 | $0 |
| RAINIER KOENERS | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES BEAUMONTE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| KENNETH RYAN | TRUSTEE Trustee or director | 1 | $0 |
| LANCE HUGHSTON JR | TRUSTEE Trustee or director | 1 | $0 |
| MARY CONDE | TRUSTEE Trustee or director | 1 | $0 |
| DANNY BORELIS | TRUSTEE - THRU 05/2023 Trustee or director | 1 | $0 |
| SHARI BETHEL | TRUSTEE Trustee or director | 1 | $0 |
| JEN GOOD | TRUSTEE Trustee or director | 1 | $0 |
| RAINIER KOENERS | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW BENNETT | TRUSTEE - FROM - 05/2023 Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA 94566-3272
- In care of
- % BENESYS INC
- Principal officer (990 for 2024)
- JAMES BEAUMONTE, 7180 KOLL CENTER PKWY 200, PLEASANTON, CA 94566
- Signed the 990
- JAMES BEAUMONTE, TRUSTEE
- Phone
- (925) 208-9999
- Website
- www.local16.org
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6138741 or by the name WELFARE FUND LOCAL NO16 I A T S E.
- 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 PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.
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
- 94-6138741
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $21,832,863
- Income (IRS master file)
- $18,094,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,163,869 | $14,530,270 | $21,832,863 | XML |
| 990 | December 2023 | $17,455,285 | $14,493,318 | $20,657,434 | XML |
| 990 | December 2022 | $15,124,205 | $12,576,027 | $16,035,612 | 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 94-6138741).
Questions about WELFARE FUND LOCAL NO16 I A T S E
- What is the EIN of WELFARE FUND LOCAL NO16 I A T S E?
- The employer identification number (EIN) of WELFARE FUND LOCAL NO16 I A T S E is 94-6138741.
- Is WELFARE FUND LOCAL NO16 I A T S E tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to WELFARE FUND LOCAL NO16 I A T S E tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WELFARE FUND LOCAL NO16 I A T S E 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 WELFARE FUND LOCAL NO16 I A T S E 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 WELFARE FUND LOCAL NO16 I A T S E 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 WELFARE FUND LOCAL NO16 I A T S E?
- The 990 for the year ended December 31, 2024 names JAMES BEAUMONTE.
- Who are the officers and directors of WELFARE FUND LOCAL NO16 I A T S E?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does WELFARE FUND LOCAL NO16 I A T S E have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,163,869, expenses of $14,530,270 and total assets of $21,832,863 at year end.
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- TEAMSTERS LOCAL 631 SECURITY FUND EIN 88-0231734 · last filed 990 for 2025
- TEAMSTERS MANAGED HEALTH CARE TRUST EIN 94-3138272 · last filed 990 for 2024
- ARIZONA PIPE TRADES HEALTH AND WELFARE TRUST FUND EIN 86-0104344 · last filed 990 for 2025
- THE ALBERTSONS COMPANIES FOUNDATION EIN 91-2144510 · last filed 990 for 2025
- 1ST UNITED CREDIT UNION EIN 94-0335800 · last filed 990 for 2024