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Nonprofit · EIN 94-6276537

CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI

Tax-exempt · OAKLAND, CA 94621

Financials

$104.9M$105.3M2022$107.8M$107.2M2023$109.6M$109.5M2024
Revenue Expenses · by fiscal year end
Financials of CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$109,648,856$109,466,226$182,630$104,763,108$88,968,923$15,794,185
August 31, 2024990$107,836,922$107,200,666$636,256$104,173,138$88,417,426$15,755,712
August 31, 2023990$104,851,171$105,330,732-$479,561$101,933,792$88,761,968$13,171,824
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$104,921,456
Investment income
$4,727,400
Net gain from sales of assets
$1,023,133
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$106,251,161
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$32,583
Accounting fees
$23,792

Balance sheet and other

Total assets, start of year
$104,173,138
Total assets, end of year
$104,763,108
Total liabilities, end of year
$88,968,923
Net assets, end of year
$15,794,185
Publicly traded securities
$44,160,430
Gross unrelated business income
$4,727,400
Gross receipts
$351,194,196
Employees
0
Volunteers
8
Year formed
1972
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAY BRADSHAWTRUSTEE
Trustee or director
1$0$341,605$141,066
DAVID RIVASTRUSTEE (AS OF SEP '24)
Trustee or director
1$0$191,124$100,747
FIDEL CHAVEZCO CHAIRMAN
Trustee or director, Officer
1$0$183,687$100,747
EDWARD EVANSTRUSTEE
Trustee or director
1$0$183,433$100,747
ROBERT NIBBICO CHAIRMAN
Trustee or director, Officer
1$0$0$0
CHRIS PLUETRUSTEE
Trustee or director
1$0$0$0
ROBERT ALTENTRUSTEE
Trustee or director
1$0$0$0
CHRISTIAN KALMARTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended August 31, 2024: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAY BRADSHAWTRUSTEE
Trustee or director
1$0$324,035$136,716
EDWARD EVANSTRUSTEE
Trustee or director
1$0$174,554$99,572
FIDEL CHAVEZCO CHAIRMAN
Trustee or director, Officer
1$0$173,526$99,572
LUKE VRATNYTRUSTEE (THRU JAN '24)
Trustee or director
1$0$173,526$99,572
ROBERT NIBBICO CHAIRMAN
Trustee or director, Officer
1$0$0$0
CLIFFORD KUNKELTRUSTEE (THRU JAN '24)
Trustee or director
1$0$0$0
CHRIS PLUETRUSTEE
Trustee or director
1$0$0$0
ROBERT ALTENTRUSTEE
Trustee or director
1$0$0$0
CHRISTIAN KALMARTRUSTEE (AS OF JAN '24)
Trustee or director
1$0$0$0
990 for the year ended August 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAY BRADSHAWTRUSTEE
Trustee or director
1$0$299,800$125,337
FIDEL CHAVEZCO CHAIRMAN
Trustee or director, Officer
1$0$165,609$92,947
LUKE VRATNYTRUSTEE
Trustee or director
1$0$165,609$92,947
EDWARD EVANSTRUSTEE
Trustee or director
1$0$165,328$92,947
ROBERT NIBBICO CHAIRMAN
Trustee or director, Officer
1$0$0$0
CLIFFORD KUNKELTRUSTEE
Trustee or director
1$0$0$0
CHRIS PLUETRUSTEE
Trustee or director
1$0$0$0
ROBERT ALTENTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
265 HEGENBERGER RD STE 100, OAKLAND, CA 94621-1480
Principal officer (990 for 2024)
WILLIAM FEYLING, 265 HEGENBERGER ROAD SUITE 100, OAKLAND, CA 94621
Signed the 990
WILLIAM FEYLING, SECRETARY
Phone
(510) 633-0333
Return prepared by
EIDE BAILLY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6276537 or by the name CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI.

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

Mission

NONE

990 for the year ended August 31, 2025

Program accomplishments

  • TO PROVIDE VACATION, HOLIDAY, AND SICK BENEFITS TO APPROXIMATELY 23,480 ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS.

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 yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
94-6276537
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1973
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$104,763,108
Income (IRS master file)
$351,194,196

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$109,648,856$109,466,226$104,763,108XML
990August 2024$107,836,922$107,200,666$104,173,138XML
990August 2023$104,851,171$105,330,732$101,933,792XML
990August 2022$101,194,286$96,333,248$94,704,390IRS
990August 2021–––IRS
990August 2020–––IRS
990August 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 94-6276537).

Questions about CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI

What is the EIN of CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI?
The employer identification number (EIN) of CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI is 94-6276537.
Is CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1973.
Are donations to CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI 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 CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI 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 CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI 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 CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI?
The 990 for the year ended August 31, 2025 names WILLIAM FEYLING.
Who are the officers and directors of CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI?
The 990 for the year ended August 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does CARPENTERS VACATION HOLIDAY & SICK LEAVE TRUST FUND FOR NORTHERN CALI have?
On its 990 for the year ended August 31, 2025 it reported revenue of $109,648,856, expenses of $109,466,226 and total assets of $104,763,108 at year end.

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