Nonprofit · EIN 94-6667029
CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994
Also known as BOARD OF TRUSTEES
Tax-exempt · STOCKTON, CA 95219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $31,644,522 | $31,744,459 | -$99,937 | $18,934,763 | $2,491,638 | $16,443,125 |
| August 31, 2024 | 990 (amended) | $27,188,232 | $29,174,191 | -$1,985,959 | $20,992,807 | $4,200,379 | $16,792,428 |
| August 31, 2023 | 990 | $25,194,319 | $27,429,014 | -$2,234,695 | $20,419,089 | $2,495,362 | $17,923,727 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $30,391,402
- Investment income
- $1,253,120
- Net gain from sales of assets
- $634,810
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $30,021,988
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $137,457
- Accounting fees
- $88,799
Balance sheet and other
- Total assets, start of year
- $20,992,807
- Total assets, end of year
- $18,934,763
- Total liabilities, end of year
- $2,491,638
- Net assets, end of year
- $16,443,125
- Gross receipts
- $33,599,712
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- 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 |
|---|---|---|---|
| David Goldberg | TRUSTEE Trustee or director | 0 | $0 |
| Jake Anderson | Co-Chairman Trustee or director, Officer | 0 | $0 |
| Halimah Mekki | Trustee Trustee or director | 0 | $0 |
| LESLIE LITTMAN | CHAIR Trustee or director, Officer | 0 | $0 |
| WEI PAN | TRUSTEE Trustee or director | 0 | $0 |
| SARA VEGA-JUNGE | TRUSTEE Trustee or director | 0 | $0 |
| Adrian Alvarado | TRUSTEE Trustee or director | 0 | $0 |
| Tina McKenzie | TRUSTEE Trustee or director | 0 | $0 |
| La Nita Dominique-Tate | Trustee (Eff. 08/2025) Trustee or director | 0 | $0 |
| SEE SCHED O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended August 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Goldberg | TRUSTEE Trustee or director | 2 | $0 |
| Jake Anderson | Co-Chairman Trustee or director, Officer | 3 | $0 |
| Halimah Mekki | Trustee Trustee or director | 2 | $0 |
| LESLIE LITTMAN | CHAIR Trustee or director, Officer | 3 | $0 |
| WEI PAN | TRUSTEE Trustee or director | 2 | $0 |
| SARA VEGA-JUNGE | TRUSTEE Trustee or director | 2 | $0 |
| Adrian Alvarado | TRUSTEE EFF. 08/2024 Trustee or director | 2 | $0 |
| Tina McKenzie | TRUSTEE EFF. 08/2024 Trustee or director | 2 | $0 |
| Michael Shon Baxter | TRUSTEE END 08/2024 Trustee or director | 2 | $0 |
| SEE SCHED O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended August 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Goldberg | TRUSTEE Trustee or director | 3 | $0 |
| E Toby Boyd | TRUSTEE - TERM. 6/2023 Trustee or director | 2 | $0 |
| Rose LUNA Nunez | TRUSTEE Trustee or director | 2 | $0 |
| Jake Anderson | Co-Chairman Trustee or director, Officer | 3 | $0 |
| Jill Coert | TRUSTEE Trustee or director | 2 | $0 |
| Halimah Mekki | Trustee Trustee or director | 2 | $0 |
| Pamela Miller | Trustee Trustee or director | 2 | $0 |
| LESLIE LITTMAN | CHAIR - EFF. 6/2023 Trustee or director, Officer | 3 | $0 |
| WEI PAN | TRUSTEE Trustee or director | 2 | $0 |
| SARA VEGA-JUNGE | TRUSTEE Trustee or director | 2 | $0 |
| SEE SCHED O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3244 BROOKSIDE RD STE 230, STOCKTON, CA 95219-2384
- In care of
- % ZENITH AMERICAN SOLUTIONS
- Principal officer (990 for 2024)
- LESLIE LITTMAN, 1234 W Oak St, Stockton, CA 95203
- Signed the 990
- LESLIE LITTMAN, CHAIR
- Phone
- (530) 924-2200
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6667029 or by the name CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994.
- 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
PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED 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 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
- 94-6667029
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $18,934,763
- Income (IRS master file)
- $33,599,712
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $31,644,522 | $31,744,459 | $18,934,763 | XML |
| 990 | August 2024 | $27,188,232 | $29,174,191 | $20,992,807 | XML |
| 990 | August 2023 | $25,194,319 | $27,429,014 | $20,419,089 | XML |
| 990 | August 2022 | $24,913,599 | $26,823,271 | $22,468,896 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 94-6667029).
Questions about CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994
- What is the EIN of CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994?
- The employer identification number (EIN) of CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 is 94-6667029.
- Is CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 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 CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 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 CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 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 CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994?
- The 990 for the year ended August 31, 2025 names LESLIE LITTMAN.
- Who are the officers and directors of CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994?
- The 990 for the year ended August 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $31,644,522, expenses of $31,744,459 and total assets of $18,934,763 at year end.
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