Nonprofit · EIN 94-6173636
C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST
Tax-exempt · SAN JOSE, CA 95119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $1,949,974 | $1,859,052 | $90,922 | $1,331,957 | $469,532 | $862,425 |
| August 31, 2024 | 990 | $1,930,179 | $1,856,543 | $73,636 | $1,259,188 | $500,358 | $758,830 |
| August 31, 2023 | 990 | $1,716,754 | $1,674,013 | $42,741 | $1,240,212 | $571,713 | $668,499 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,913,137
- Investment income
- $36,837
- Net gain from sales of assets
- $476
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,769,297
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,450
- Accounting fees
- $19,400
Balance sheet and other
- Total assets, start of year
- $1,259,188
- Total assets, end of year
- $1,331,957
- Total liabilities, end of year
- $469,532
- Net assets, end of year
- $862,425
- Publicly traded securities
- $569,112
- Gross receipts
- $2,036,214
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1967
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM DILLON | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| GEORGE LOTTI | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| GARY POWERS | LABOR TRUSTEE Trustee or director | 1 | $0 |
| OSVALDO TROUCHE JR | LABOR TRUSTEE Trustee or director | 1 | $0 |
| JAKE LUDEMAN | LABOR TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM DILLON | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| GEORGE LOTTI | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| GARY POWERS | LABOR TRUSTEE Trustee or director | 1 | $0 |
| OSVALDO TROUCHE JR | LABOR TRUSTEE Trustee or director | 1 | $0 |
| JAKE LUDEMAN | LABOR TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM DILLON | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| GEORGE LOTTI | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| GARY POWERS | LABOR TRUSTEE Trustee or director | 1 | $0 |
| OSVALDO TROUCHE JR | LABOR TRUSTEE Trustee or director | 1 | $0 |
| JAKE LUDEMAN | LABOR TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA 95119-1239
- In care of
- % UNITED ADMINISTRATIVE SERVIC
- Principal officer (990 for 2024)
- TOM DILLON, PO BOX 5057, SAN JOSE, CA 95150
- Signed the 990
- TOM DILLON, MANAGEMENT TRUSTEE
- Phone
- (408) 288-4400
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6173636 or by the name C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST.
- 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
SEE SCHEDULE O
Program accomplishments
- see schedule o
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 94-6173636
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,331,957
- Income (IRS master file)
- $2,036,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $1,949,974 | $1,859,052 | $1,331,957 | XML |
| 990 | August 2024 | $1,930,179 | $1,856,543 | $1,259,188 | XML |
| 990 | August 2023 | $1,716,754 | $1,674,013 | $1,240,212 | XML |
| 990 | August 2022 | $1,531,428 | $1,465,393 | $1,019,263 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | 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 94-6173636).
Questions about C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST
- What is the EIN of C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST?
- The employer identification number (EIN) of C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST is 94-6173636.
- Is C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST 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 C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST?
- The 990 for the year ended August 31, 2025 names TOM DILLON.
- Who are the officers and directors of C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST?
- The 990 for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does C M T A-BOILERMAKER-BLACKSMITH EMPLOYEE BENEFITS TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $1,949,974, expenses of $1,859,052 and total assets of $1,331,957 at year end.
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