Nonprofit · EIN 94-1291152
CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $47,349,965 | $42,731,884 | $4,618,081 | $107,184,756 | $36,212,150 | $70,972,606 |
| August 31, 2024 | 990 | $45,314,757 | $40,600,021 | $4,714,736 | $99,413,372 | $35,133,091 | $64,280,281 |
| August 31, 2023 | 990 | $39,245,893 | $40,887,698 | -$1,641,805 | $81,233,777 | $19,850,489 | $61,383,288 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $45,158,713
- Investment income
- $2,080,031
- Net gain from sales of assets
- $30,576
- Other revenue
- $111,221
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $40,377,444
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $268,833
- Accounting fees
- $311,683
Balance sheet and other
- Total assets, start of year
- $99,413,372
- Total assets, end of year
- $107,184,756
- Total liabilities, end of year
- $36,212,150
- Net assets, end of year
- $70,972,606
- Publicly traded securities
- $56,801,862
- Gross receipts
- $119,158,623
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CODY BIK | TRUSTEE Trustee or director | 5 | $0 | $157,127 | $76,964 |
| EMILIO ALDANA | TRUSTEE Trustee or director | 5 | $0 | $154,887 | $58,760 |
| JEFF PATTON | TRUSTEE Trustee or director | 5 | $0 | $136,800 | $72,921 |
| GREG LEVY | CO-CHAIRMAN Trustee or director, Officer | 5 | $0 | $141,391 | $42,988 |
| BRIAN GARDNER | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| SHAWN BARNES | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| JENNA CARLSON | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| ANDREW VASCONI | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CODY BIK | TRUSTEE Trustee or director | 5 | $0 | $153,831 | $73,921 |
| JEFF PATTON | TRUSTEE Trustee or director | 5 | $0 | $123,557 | $68,595 |
| EMILIO ALDANA | TRUSTEE Trustee or director | 5 | $0 | $131,129 | $0 |
| GREG LEVY | CO-CHAIRMAN Trustee or director, Officer | 5 | $0 | $114,466 | $0 |
| BRIAN GARDNER | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| SHAWN BARNES | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| JENNA CARLSON | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| ANDREW VASCONI | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CODY BIK | TRUSTEE Trustee or director | 5 | $0 | $149,431 | $43,638 |
| EMILIO ALDANA | TRUSTEE Trustee or director | 5 | $0 | $147,988 | $43,638 |
| GREG LEVY | CO CHAIRMAN Trustee or director, Officer | 5 | $0 | $131,287 | $43,638 |
| JEFF PATTON | TRUSTEE Trustee or director | 5 | $0 | $122,557 | $43,638 |
| BRIAN GARDNER | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| SHAWN BARNES | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| JENNA CARLSON | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| ANDREW VASCONI | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
- In care of
- % HS&BA
- Principal officer (990 for 2024)
- BRIAN GARDNER, 4160 DUBLIN BOULEVARD STE 100, DUBLIN, CA 94568
- Signed the 990
- BRIAN GARDNER, CHAIRMAN
- Phone
- (888) 245-5005
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1291152 or by the name CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA.
- 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 IN A MULTIEMPLOYER PLAN.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS ACCORDING TO THE TERMS OF THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND THE UNION IN A 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
- 94-1291152
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $107,184,756
- Income (IRS master file)
- $119,158,623
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $47,349,965 | $42,731,884 | $107,184,756 | XML |
| 990 | August 2024 | $45,314,757 | $40,600,021 | $99,413,372 | XML |
| 990 | August 2023 | $39,245,893 | $40,887,698 | $81,233,777 | XML |
| 990 | August 2022 | $46,126,628 | $35,928,274 | $81,346,913 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | 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 94-1291152).
Questions about CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA
- What is the EIN of CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA?
- The employer identification number (EIN) of CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA is 94-1291152.
- Is CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA 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 CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA 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 CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA 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 CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA?
- The 990 for the year ended August 31, 2025 names BRIAN GARDNER.
- Who are the officers and directors of CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA?
- The 990 for the year ended August 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $47,349,965, expenses of $42,731,884 and total assets of $107,184,756 at year end.
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