Nonprofit · EIN 94-6130509
RETIRED MACHINISTS HEALTH PLAN
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $3,414,435 | $3,551,102 | -$136,667 | $5,504,055 | $207,792 | $5,296,263 |
| August 31, 2024 | 990 | $3,707,146 | $3,465,593 | $241,553 | $5,552,580 | $245,028 | $5,307,552 |
| August 31, 2023 | 990 | $3,864,029 | $3,761,283 | $102,746 | $4,907,122 | $237,149 | $4,669,973 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,225,046
- Investment income
- $189,389
- Net gain from sales of assets
- $19,483
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,200,934
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,074
- Accounting fees
- $33,666
Balance sheet and other
- Total assets, start of year
- $5,552,580
- Total assets, end of year
- $5,504,055
- Total liabilities, end of year
- $207,792
- Net assets, end of year
- $5,296,263
- Publicly traded securities
- $4,204,994
- Gross receipts
- $4,144,952
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1967
- 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 |
|---|---|---|---|
| TOM DILLON | CO-CHAIR Trustee or director | 4 | $0 |
| DON CROSATTO | CHAIRMAN Trustee or director | 4 | $0 |
| RICH MORALES | Trustee Trustee or director | 4 | $0 |
| JIM SCHWANTZ | Trustee Trustee or director | 4 | $0 |
| STEVE SOWINSKI | Trustee Trustee or director | 4 | $0 |
| MARK MARTIN | TRUSTEE Trustee or director | 4 | $0 |
| MICHAEL HENNEBERRY | TRUSTEE Trustee or director | 4 | $0 |
| ROBERT GARCIA | TRUSTEE Trustee or director | 4 | $0 |
| WILLY WON | TRUSTEE - EFF. 1/2025 Trustee or director | 4 | $0 |
| SEE SCH 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 |
|---|---|---|---|
| JOHN DIBERNARDO | TRUSTEE - TERM. 9/2023 Trustee or director | 4 | $0 |
| TOM DILLON | CO-CHAIR Trustee or director | 4 | $0 |
| DON CROSATTO | CHAIRMAN Trustee or director | 4 | $0 |
| RICH MORALES | Trustee Trustee or director | 4 | $0 |
| JIM SCHWANTZ | Trustee Trustee or director | 4 | $0 |
| STEVE SOWINSKI | Trustee Trustee or director | 4 | $0 |
| MARK MARTIN | TRUSTEE Trustee or director | 4 | $0 |
| MICHAEL HENNEBERRY | TRUSTEE Trustee or director | 4 | $0 |
| ROBERT GARCIA | TRUSTEE - EFF. 9/2023 Trustee or director | 4 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended August 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN DIBERNARDO | TRUSTEE Trustee or director | 4 | $0 |
| TOM DILLON | TRUSTEE Trustee or director | 4 | $0 |
| STEPHEN MACK | Trustee - Term - 01/2023 Trustee or director | 4 | $0 |
| DON CROSATTO | CHAIRMAN Trustee or director | 4 | $0 |
| RICH MORALES | Trustee Trustee or director | 4 | $0 |
| JIM SCHWANTZ | Trustee Trustee or director | 4 | $0 |
| STEVE SOWINSKI | Trustee Trustee or director | 4 | $0 |
| MARK MARTIN | TRUSTEE Trustee or director | 4 | $0 |
| MICHAEL HENNEBERRY | TRUSTEE - EFF. - 01/2023 Trustee or director | 4 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 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)
- DON CROSATTO, 4160 Dublin blvd 100, Dublin, CA 94568
- Signed the 990
- DON CROSATTO, CHAIRMAN
- Phone
- (925) 833-7300
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6130509 or by the name RETIRED MACHINISTS HEALTH 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 HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE RETIREES.
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
- 94-6130509
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,504,055
- Income (IRS master file)
- $4,144,952
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $3,414,435 | $3,551,102 | $5,504,055 | XML |
| 990 | August 2024 | $3,707,146 | $3,465,593 | $5,552,580 | XML |
| 990 | August 2023 | $3,864,029 | $3,761,283 | $4,907,122 | XML |
| 990 | August 2022 | $4,612,871 | $4,465,292 | $4,818,667 | 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 94-6130509).
Questions about RETIRED MACHINISTS HEALTH PLAN
- What is the EIN of RETIRED MACHINISTS HEALTH PLAN?
- The employer identification number (EIN) of RETIRED MACHINISTS HEALTH PLAN is 94-6130509.
- Is RETIRED MACHINISTS HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Are donations to RETIRED MACHINISTS HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETIRED MACHINISTS HEALTH 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 RETIRED MACHINISTS HEALTH PLAN 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 RETIRED MACHINISTS HEALTH PLAN 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 RETIRED MACHINISTS HEALTH PLAN?
- The 990 for the year ended August 31, 2025 names DON CROSATTO.
- Who are the officers and directors of RETIRED MACHINISTS HEALTH PLAN?
- The 990 for the year ended August 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does RETIRED MACHINISTS HEALTH PLAN have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $3,414,435, expenses of $3,551,102 and total assets of $5,504,055 at year end.
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