Nonprofit · EIN 94-6171641
STATIONARY ENGINEERS WELFARE FUND
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $127,388,345 | $112,441,558 | $14,946,787 | $218,753,036 | $27,428,604 | $191,324,432 |
| December 31, 2023 | 990 | $116,895,427 | $104,527,756 | $12,367,671 | $196,236,998 | $22,399,638 | $173,837,360 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $119,094,715
- Investment income
- $8,293,630
- Net gain from sales of assets
- $1,788,335
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $109,938,055
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $126,082
- Accounting fees
- $203,825
Balance sheet and other
- Total assets, start of year
- $196,236,998
- Total assets, end of year
- $218,753,036
- Total liabilities, end of year
- $27,428,604
- Net assets, end of year
- $191,324,432
- Publicly traded securities
- $177,889,562
- Gross receipts
- $185,383,205
- Employees
- 99
- 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 |
|---|---|---|---|
| TIMOTHY EGGEN | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DANNY MURTAGH | CO-CHAIR Trustee or director, Officer | 1 | $0 |
| JERRY KALMAR | TRUSTEE- term. 11/2024 Trustee or director | 1 | $0 |
| JIM JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| David Philpott | TRUSTEE Trustee or director | 1 | $0 |
| BART FLORENCE | TRUSTEE Trustee or director | 1 | $0 |
| Jaime Vega | Trustee - EFF. 11/2024 Trustee or director | 1 | $0 |
| See SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATION Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BART FLORENCE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DANNY MURTAGH | CO-CHAIR Trustee or director, Officer | 1 | $0 |
| JERRY KALMAR | TRUSTEE Trustee or director | 1 | $0 |
| JIM JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| David Philpott | TRUSTEE Trustee or director | 1 | $0 |
| Timothy Eggen | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATION Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
- In care of
- % HS&BA
- Principal officer (990 for 2024)
- TIMOTHY EGGEN, 4160 DUBLIN BOULEVARD 100, DUBLIN, CA 945687756
- Signed the 990
- TIMOTHY EGGEN, TRUSTEE
- Phone
- (925) 208-2280
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6171641 or by the name STATIONARY ENGINEERS 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
TO PROVIDE MEDICAL, DENTAL, VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS OF THIS MULTIEMPLOYER PLAN AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OF 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
- 94-6171641
- 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)
- $218,753,036
- Income (IRS master file)
- $185,383,205
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $127,388,345 | $112,441,558 | $218,753,036 | XML |
| 990 | December 2023 | $116,895,427 | $104,527,756 | $196,236,998 | XML |
| 990 | December 2022 | $96,909,956 | $91,126,181 | $173,716,956 | 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 94-6171641).
Questions about STATIONARY ENGINEERS WELFARE FUND
- What is the EIN of STATIONARY ENGINEERS WELFARE FUND?
- The employer identification number (EIN) of STATIONARY ENGINEERS WELFARE FUND is 94-6171641.
- Is STATIONARY ENGINEERS WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to STATIONARY ENGINEERS WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does STATIONARY ENGINEERS 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 STATIONARY ENGINEERS 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 STATIONARY ENGINEERS 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 STATIONARY ENGINEERS WELFARE FUND?
- The 990 for the year ended December 31, 2024 names TIMOTHY EGGEN.
- Who are the officers and directors of STATIONARY ENGINEERS WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does STATIONARY ENGINEERS WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $127,388,345, expenses of $112,441,558 and total assets of $218,753,036 at year end.
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