Nonprofit · EIN 13-6083690
ARA PENSION AND WELFARE PLAN
Tax-exempt · ALAMEDA, CA 94502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,367,692 | $1,527,180 | $840,512 | $23,284,048 | $1,102,083 | $22,181,965 |
| December 31, 2023 | 990 | $1,773,171 | $1,203,374 | $569,797 | $20,872,213 | $1,115,982 | $19,756,231 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,079,087
- Investment income
- $1,286,338
- Net gain from sales of assets
- $817,878
- Other revenue
- $2,267
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,039,856
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $31,097
- Professional fundraising fees
- $0
- Legal fees
- $62,733
- Accounting fees
- $28,328
- Travel
- $2,226
Balance sheet and other
- Total assets, start of year
- $20,872,213
- Total assets, end of year
- $23,284,048
- Total liabilities, end of year
- $1,102,083
- Net assets, end of year
- $22,181,965
- Publicly traded securities
- $9,961,656
- Net assets without donor restrictions
- $22,181,965
- Gross receipts
- $3,055,550
- Employees
- 0
- Year formed
- 1950
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| Charles Wood | Trustee Trustee or director | 1 | $0 |
| Bernie McDonnell | Trustee Trustee or director | 1 | $0 |
| Eric Weber | Trustee Trustee or director | 1 | $0 |
| Kelly Anderson | Trustee/Chairma Trustee or director, Officer | 1 | $0 |
| Boriana Farrar | Trustee Trustee or director | 1 | $0 |
| David Inman | Trustee Trustee or director | 1 | $0 |
| Danny Defanti | Trustee/Secreta Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Percival | Trustee/Secreta Trustee or director | 1 | $0 |
| Eric Weber | Trustee Trustee or director | 1 | $0 |
| Kelly Anderson | Trustee/Chairma Trustee or director | 1 | $0 |
| Boriana Farrar | Trustee Trustee or director | 1 | $0 |
| David Inman | Trustee Trustee or director | 1 | $0 |
| Danny Defanti | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1411 HARBOR BAY PARKWAY 100, ALAMEDA, CA 94502-7054
- Principal officer (990 for 2024)
- Kelly Anderson, 1411 Harbor Bay Parkway 100, alameda, CA 94502
- Signed the 990
- Kelly Anderson, Trustee/Chairman
- Phone
- (415) 536-8280
- Return prepared by
- Baldwin Moffitt Behm LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 13-6083690 or by the name ARA PENSION AND WELFARE PLAN.
- 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 benefits pursuant to the collective bargaining agreement.
Program accomplishments
- Welfare Benefits Paid under self-insured major medical and partially self-insured program providing death benefits.
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
- 13-6083690
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $23,284,048
- Income (IRS master file)
- $3,055,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,367,692 | $1,527,180 | $23,284,048 | XML |
| 990 | December 2023 | $1,773,171 | $1,203,374 | $20,872,213 | XML |
| 990 | December 2022 | $1,209,808 | $1,590,877 | $18,016,369 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 13-6083690).
Questions about ARA PENSION AND WELFARE PLAN
- What is the EIN of ARA PENSION AND WELFARE PLAN?
- The employer identification number (EIN) of ARA PENSION AND WELFARE PLAN is 13-6083690.
- Is ARA PENSION AND WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1957.
- Are donations to ARA PENSION AND WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ARA PENSION AND WELFARE PLAN 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 ARA PENSION AND WELFARE PLAN 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 ARA PENSION AND WELFARE PLAN 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 ARA PENSION AND WELFARE PLAN?
- The 990 for the year ended December 31, 2024 names Kelly Anderson.
- Who are the officers and directors of ARA PENSION AND WELFARE PLAN?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does ARA PENSION AND WELFARE PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,367,692, expenses of $1,527,180 and total assets of $23,284,048 at year end.
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