Nonprofit · EIN 94-6330971
NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $13,959,337 | $16,529,341 | -$2,570,004 | $16,690,870 | $64,541 | $16,626,329 |
| October 31, 2024 | 990 | $16,342,894 | $15,792,224 | $550,670 | $18,422,567 | $57,613 | $18,364,954 |
| October 31, 2023 | 990 | $13,430,033 | $15,450,995 | -$2,020,962 | $16,494,740 | $53,568 | $16,441,172 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,848,794
- Investment income
- $282,945
- Net gain from sales of assets
- -$296,430
- Other revenue
- $827,598
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $15,619,691
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $94,950
- Accounting fees
- $41,645
- Program services (functional)
- $16,529,341
Balance sheet and other
- Total assets, start of year
- $18,422,567
- Total assets, end of year
- $16,690,870
- Total liabilities, end of year
- $64,541
- Net assets, end of year
- $16,626,329
- Publicly traded securities
- $13,202,014
- Gross receipts
- $19,710,117
- 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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF CARLSEN | TRUSTEE Trustee or director | 5 | $0 |
| CHRIS LOPEZ | TRUSTEE Trustee or director | 5 | $0 |
| PENNY SCHUMACHER | TRUSTEE Trustee or director | 5 | $0 |
| RICH FIERRO | TRUSTEE Trustee or director | 5 | $0 |
| JESSE CASQUEIRO | TRUSTEE Trustee or director | 5 | $0 |
| DUSTIN BAUMBACH | TRUSTEE Trustee or director | 5 | $0 |
| KEELY KHAN | TRUSTEE Trustee or director | 5 | $0 |
| BRIAN INDELICATO | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended October 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF CARLSEN | TRUSTEE Trustee or director | 5 | $0 |
| CHRIS LOPEZ | TRUSTEE Trustee or director | 5 | $0 |
| PENNY SCHUMACHER | TRUSTEE Trustee or director | 5 | $0 |
| RICH FIERRO | TRUSTEE Trustee or director | 5 | $0 |
| JESSE CASQUEIRO | TRUSTEE Trustee or director | 5 | $0 |
| DUSTIN BAUMBACH | TRUSTEE Trustee or director | 5 | $0 |
| KEELY KHAN | TRUSTEE Trustee or director | 5 | $0 |
| BRIAN INDELICATO | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended October 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF CARLSEN | TRUSTEE Trustee or director | 5 | $0 |
| CHRIS LOPEZ | TRUSTEE Trustee or director | 5 | $0 |
| PENNY SCHUMACHER | TRUSTEE Trustee or director | 5 | $0 |
| RICH FIERRO | TRUSTEE Trustee or director | 5 | $0 |
| JESSE CASQUEIRO | TRUSTEE Trustee or director | 5 | $0 |
| DUSTIN BAUMBACH | TRUSTEE Trustee or director | 5 | $0 |
| KEELY KHAN | TRUSTEE Trustee or director | 5 | $0 |
| BRIAN INDELICATO | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
- Principal officer (990 for 2024)
- JESSE CASQUEIRO, 7750 PARDEE LANE, OAKLAND, CA 94621
- Signed the 990
- JESSE CASQUEIRO, TRUSTEE
- Phone
- (925) 833-4353
- Return prepared by
- Henningfield & Associates Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6330971 or by the name NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND.
- 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 COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS.Expenses $16,529,341
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
- 94-6330971
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $16,690,870
- Income (IRS master file)
- $19,710,117
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $13,959,337 | $16,529,341 | $16,690,870 | XML |
| 990 | October 2024 | $16,342,894 | $15,792,224 | $18,422,567 | XML |
| 990 | October 2023 | $13,430,033 | $15,450,995 | $16,494,740 | XML |
| 990 | October 2022 | $15,924,506 | $14,418,309 | $18,596,087 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 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 94-6330971).
Questions about NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND
- What is the EIN of NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND?
- The employer identification number (EIN) of NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND is 94-6330971.
- Is NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
- Are donations to NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND 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 NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND 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 NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND 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 NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND?
- The 990 for the year ended October 31, 2025 names JESSE CASQUEIRO.
- Who are the officers and directors of NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND?
- The 990 for the year ended October 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $13,959,337, expenses of $16,529,341 and total assets of $16,690,870 at year end.
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