Nonprofit · EIN 94-6284253
JOINT BENEFIT TRUST
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $45,348,279 | $45,533,294 | -$185,015 | $60,932,056 | $11,443,361 | $49,488,695 |
| April 30, 2024 | 990 | $47,151,511 | $50,882,859 | -$3,731,348 | $59,173,548 | $10,879,686 | $48,293,862 |
| April 30, 2023 | 990 | $47,391,593 | $43,815,974 | $3,575,619 | $58,700,650 | $7,467,806 | $51,232,844 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $43,507,584
- Investment income
- $1,783,254
- Net gain from sales of assets
- $154,628
- Other revenue
- $57,441
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $40,501,359
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $184,679
- Accounting fees
- $187,649
Balance sheet and other
- Total assets, start of year
- $59,173,548
- Total assets, end of year
- $60,932,056
- Total liabilities, end of year
- $11,443,361
- Net assets, end of year
- $49,488,695
- Publicly traded securities
- $51,326,225
- Gross receipts
- $78,182,456
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1972
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY ALVARADO | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| STACEY CUE | CO-CHAIR Trustee or director, Officer | 3 | $0 |
| LUIS DIAZ | TRUSTEE Trustee or director | 2.5 | $0 |
| PETER FINN | TRUSTEE Trustee or director | 2.5 | $0 |
| JP BRADLEY | TRUSTEE Trustee or director | 2.5 | $0 |
| JOTI AULAK | TRUSTEE Trustee or director | 2.5 | $0 |
| ADAM SROUFE | TRUSTEE Trustee or director | 2.5 | $0 |
| VERONICA DIAZ | TRUSTEE Trustee or director | 2.5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended April 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY ALVARADO | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| STACEY CUE | CO-CHAIR Trustee or director, Officer | 3 | $0 |
| LUIS DIAZ | TRUSTEE Trustee or director | 2.5 | $0 |
| PETER FINN | TRUSTEE Trustee or director | 2.5 | $0 |
| JP BRADLEY | TRUSTEE Trustee or director | 2.5 | $0 |
| JOTI AULAK | TRUSTEE Trustee or director | 2.5 | $0 |
| ADAM SROUFE | TRUSTEE Trustee or director | 2.5 | $0 |
| CRESCENCIO DIAZ | TRUSTEE - TERM. 4/2024 Trustee or director | 2.5 | $0 |
| VERONICA DIAZ | TRUSTEE - EFF. 4/2024 Trustee or director | 2.5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended April 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY ALVARADO | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| STACEY CUE | CO-CHAIR Trustee or director, Officer | 3 | $0 |
| LUIS DIAZ | TRUSTEE Trustee or director | 2.5 | $0 |
| PETER FINN | TRUSTEE Trustee or director | 2.5 | $0 |
| JP BRADLEY | TRUSTEE Trustee or director | 2.5 | $0 |
| JOTI AULAK | TRUSTEE Trustee or director | 2.5 | $0 |
| ADAM SROUFE | TRUSTEE Trustee or director | 2.5 | $0 |
| CRESCENCIO DIAZ | TRUSTEE Trustee or director | 2.5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
- In care of
- % HEALTH SERVICES & BENEFITS A
- Principal officer (990 for 2024)
- STACEY CUE, 4160 DUBLIN BOULEVARD 100, DUBLIN, CA 94568
- Signed the 990
- STACEY CUE, Co-Chair
- Phone
- (925) 883-7300
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6284253 or by the name JOINT BENEFIT 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
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- HEALTH AND WELFARE BENEFITS PROVIDED UNDER COLLECTIVE BARGAINING FOR 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 94-6284253
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $60,932,056
- Income (IRS master file)
- $78,182,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $45,348,279 | $45,533,294 | $60,932,056 | XML |
| 990 | April 2024 | $47,151,511 | $50,882,859 | $59,173,548 | XML |
| 990 | April 2023 | $47,391,593 | $43,815,974 | $58,700,650 | XML |
| 990 | April 2022 | $62,000,712 | $49,055,323 | $57,691,300 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 94-6284253).
Questions about JOINT BENEFIT TRUST
- What is the EIN of JOINT BENEFIT TRUST?
- The employer identification number (EIN) of JOINT BENEFIT TRUST is 94-6284253.
- Is JOINT BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
- Are donations to JOINT BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOINT BENEFIT 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 JOINT BENEFIT TRUST due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOINT BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of JOINT BENEFIT TRUST?
- The 990 for the year ended April 30, 2025 names STACEY CUE.
- Who are the officers and directors of JOINT BENEFIT TRUST?
- The 990 for the year ended April 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does JOINT BENEFIT TRUST have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $45,348,279, expenses of $45,533,294 and total assets of $60,932,056 at year end.
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