Skip to main content

Nonprofit · EIN 94-6093929

BAKERS HEALTH AND WELFARE FUND

Tax-exempt · ALAMEDA, CA 94502

Financials

$13.8M$12.8M2022$13.8M$13.7M2023
Revenue Expenses · by fiscal year end
Financials of BAKERS HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990$13,779,824$13,654,472$125,352$11,118,110$1,489,391$9,628,719
November 30, 2023990$13,804,125$12,781,445$1,022,680$11,236,371$2,128,963$9,107,408
Financial details: 990 for the year ended November 30, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$13,328,885
Investment income
$325,824
Net gain from sales of assets
$125,808
Other revenue
$125,115

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,101,810
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$41,982
Accounting fees
$84,950

Balance sheet and other

Total assets, start of year
$11,236,371
Total assets, end of year
$11,118,110
Total liabilities, end of year
$1,489,391
Net assets, end of year
$9,628,719
Publicly traded securities
$7,615,569
Gross receipts
$16,317,338
Employees
0
Volunteers
6

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 November 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
James R HamChair
Trustee or director, Officer
5$0
Joe BiringerCO-CHAIR
Trustee or director, Officer
5$0
Norm AndrewsTRUSTEE
Trustee or director
5$0
John OntiverosTrustee
Trustee or director
5$0
Felisa CastilloTRUSTEE
Trustee or director
5$0
Oscar HernandezTRUSTEE
Trustee or director
5$0
SEE SCH O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0
990 for the year ended November 30, 2023: 7 people
NameTitleHours / weekCompensation
James R HamChair
Trustee or director, Officer
5$0
Joe BiringerCO-CHAIR
Trustee or director, Officer
5$0
Norm AndrewsTRUSTEE
Trustee or director
5$0
John OntiverosTrustee
Trustee or director
5$0
Felisa CastilloTRUSTEE
Trustee or director
5$0
Oscar HernandezTRUSTEE
Trustee or director
5$0
SEE SCHEDULE O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0

Address and contacts

Address (IRS master file)
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502-3035
In care of
% ZENITH ADMINISTRATORS INC
Principal officer (990 for 2023)
JOSEPH BIRINGER, 1600 HARBOR BAY PKWY STE200, ALAMEDA, CA 945023035
Signed the 990
JOSEPH BIRINGER, CO-CHAIR
Phone
(800) 338-0508
Return prepared by
WITHUMSMITHBROWNPC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6093929 or by the name BAKERS HEALTH AND WELFARE FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.

990 for the year ended November 30, 2024

Program accomplishments

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYEES 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Check at the IRS
2023November 30, 2024April 15, 2025990 on file
2022November 30, 2023April 15, 2024990 on file

IRS record

EIN
94-6093929
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1982
Accounting year ends
November
Files
Form 990 or 990-EZ
Assets (IRS master file)
$11,690,012
Income (IRS master file)
$19,359,523

Filing history

FormYear endedRevenueExpensesAssetsReturn
990November 2024$13,779,824$13,654,472$11,118,110IRS
990November 2023$13,804,125$12,781,445$11,236,371XML
990November 2022$13,234,826$13,029,923$10,149,450IRS
990November 2021–––IRS
990November 2020–––IRS
990November 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 94-6093929).

Questions about BAKERS HEALTH AND WELFARE FUND

What is the EIN of BAKERS HEALTH AND WELFARE FUND?
The employer identification number (EIN) of BAKERS HEALTH AND WELFARE FUND is 94-6093929.
Is BAKERS HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
Are donations to BAKERS HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BAKERS HEALTH AND WELFARE FUND 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 BAKERS HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BAKERS HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended November 2024.
Who is the principal officer of BAKERS HEALTH AND WELFARE FUND?
The 990 for the year ended November 30, 2024 names JOSEPH BIRINGER.
Who are the officers and directors of BAKERS HEALTH AND WELFARE FUND?
The 990 for the year ended November 30, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does BAKERS HEALTH AND WELFARE FUND have?
On its 990 for the year ended November 30, 2024 it reported revenue of $13,779,824, expenses of $13,654,472 and total assets of $11,118,110 at year end.

Other nonprofits in ALAMEDA

All nonprofits in ALAMEDA · California