Nonprofit · EIN 94-1342110
VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN
Tax-exempt · SACRAMENTO, CA 95819
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,994,977 | $6,938,562 | $56,415 | $1,256,772 | $977,381 | $279,391 |
| December 31, 2023 | 990 | $6,078,653 | $6,079,382 | -$729 | $1,041,197 | $818,221 | $222,976 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,921,165
- Investment income
- $73,812
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,864,368
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,166
- Accounting fees
- $21,898
Balance sheet and other
- Total assets, start of year
- $1,041,197
- Total assets, end of year
- $1,256,772
- Total liabilities, end of year
- $977,381
- Net assets, end of year
- $279,391
- Gross receipts
- $6,994,977
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1956
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TODD SCHIAVO | LABOR TRUSTEE Trustee or director | 10 | $0 | $213,223 | $63,883 |
| ANDREW DAVIE | LABOR TRUSTEE Trustee or director | 10 | $0 | $190,589 | $63,883 |
| ZAK NOONAN | LABOR TRUSTEE Trustee or director | 10 | $0 | $186,469 | $63,883 |
| THOMAS ATEN | LABOR TRUSTEE Trustee or director | 10 | $0 | $183,145 | $63,883 |
| CHRIS MCDANIEL | FUND ADMINISTRATOR Officer | 10 | $0 | $153,066 | $60,736 |
| HARRY ROTZ | LABOR TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| ROD BARBOUR | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| LARRY COOK | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| RICHARD CHOWDRY | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| CLAIRE DONNENWIRTH | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| PHIL SMYTH | LABOR TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| RICHARD BERTACCHI | LABOR TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| ALEX HALL | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| ANDREW BOOTH | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| MIKE STIRLING | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TODD SCHIAVO | LABOR TRUSTEE Trustee or director | 10 | $0 | $206,911 | $62,713 |
| THOMAS ATEN | LABOR TRUSTEE Trustee or director | 10 | $0 | $175,595 | $62,713 |
| ANDREW DAVIE | LABOR TRUSTEE Trustee or director | 10 | $0 | $184,040 | $42,402 |
| CHRIS MCDANIEL | FUND ADMINISTRATOR Officer | 10 | $0 | $146,826 | $59,696 |
| ZAK NOONAN | LABOR TRUSTEE Trustee or director | 10 | $0 | $124,247 | $42,402 |
| ROBERT TAYLOR | LABOR TRUSTEE (FORMER) Trustee or director | 10 | $0 | $58,659 | $20,311 |
| HARRY ROTZ | LABOR TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| ROD BARBOUR | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| LARRY COOK | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| RICHARD CHOWDRY | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| CLAIRE DONNENWIRTH | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| PHIL SMYTH | LABOR TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| RICHARD BERTACCHI | LABOR TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| ALEX HALL | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
| ANDREW BOOTH | MANAGEMENT TRUSTEE Trustee or director | 10 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 191030, SACRAMENTO, CA 95819-1030
- In care of
- % CHRIS MCDANIEL
- Principal officer (990 for 2024)
- ROD BARBOUR, 5841 NEWMAN CT, SACRAMENTO, CA 95819
- Signed the 990
- CHRIS MCDANIEL, Administrator
- Phone
- (916) 457-0821
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1342110 or by the name VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT 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
A VACATION PLAN THAT RECEIVES EMPLOYER CONTRIBUTIONS WHICH ARE DISTRIBUTED TO PARTICIPANTS IN A YEARLY PAYOUT.
Program accomplishments
- A VACATION PLAN THAT RECEIVES EMPLOYER CONTRIBUTIONS WHICH ARE DISTRIBUTED TO PARTICIPANTS IN A YEARLY PAYOUT.
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
- 94-1342110
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,256,772
- Income (IRS master file)
- $6,994,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,994,977 | $6,938,562 | $1,256,772 | XML |
| 990 | December 2023 | $6,078,653 | $6,079,382 | $1,041,197 | XML |
| 990 | December 2022 | $5,999,293 | $5,980,280 | $956,496 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 94-1342110).
Questions about VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN
- What is the EIN of VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN?
- The employer identification number (EIN) of VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN is 94-1342110.
- Is VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT 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 VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT 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 VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT 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 VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 names ROD BARBOUR.
- Who are the officers and directors of VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does VACATION BENEFIT TRUST FOR THE UA LOCAL 447 VACATION BENEFIT PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,994,977, expenses of $6,938,562 and total assets of $1,256,772 at year end.
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