Nonprofit · EIN 94-6415220
U A LOCAL NO 467 HEALTH & WELFARE
Tax-exempt · SAN JOSE, CA 95150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $37,819,582 | $32,500,226 | $5,319,356 | $72,796,637 | $13,125,007 | $59,671,630 |
| December 31, 2023 | 990 | $39,000,136 | $34,930,153 | $4,069,983 | $66,925,201 | $16,000,745 | $50,924,456 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $35,691,808
- Investment income
- $2,127,774
- Net gain from sales of assets
- $306,471
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $31,627,808
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $24,131
- Accounting fees
- $77,109
Balance sheet and other
- Total assets, start of year
- $66,925,201
- Total assets, end of year
- $72,796,637
- Total liabilities, end of year
- $13,125,007
- Net assets, end of year
- $59,671,630
- Publicly traded securities
- $34,208,646
- Gross receipts
- $79,453,058
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1952
- 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 |
|---|---|---|---|
| MARK BURRI | CHAIRMAN Trustee or director | 5 | $0 |
| JIM BARRETT | TRUSTEE Trustee or director | 5 | $0 |
| GARY SAUNDERS | TRUSTEE Trustee or director | 5 | $0 |
| ERIC TASSIO | TRUSTEE Trustee or director | 5 | $0 |
| ALEX HALL | TRUSTEE Trustee or director | 5 | $0 |
| RON BELLANTI | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL VLAMING | TRUSTEE Trustee or director | 5 | $0 |
| KEN WESTPHAL | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK BURRI | CHAIRMAN Trustee or director | 5 | $0 |
| PETE DUFAULT | TRUSTEE Trustee or director | 5 | $0 |
| GARY SAUNDERS | TRUSTEE Trustee or director | 5 | $0 |
| ERIC TASSIO | TRUSTEE Trustee or director | 5 | $0 |
| ALEX HALL | TRUSTEE Trustee or director | 5 | $0 |
| RON BELLANTI | TRUSTEE Trustee or director | 5 | $0 |
| MICHAEL VLAMING | TRUSTEE Trustee or director | 5 | $0 |
| KEN WESTPHAL | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5057, SAN JOSE, CA 95150-5057
- In care of
- % UNITED ADMINISTRATIVE SERVIC
- Principal officer (990 for 2024)
- MARK BURRI, 6800 Santa Teresa Blvd Ste 100, San Jose, CA 95119
- Signed the 990
- MARK BURRI, CHAIRMAN
- Phone
- (408) 288-4400
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6415220 or by the name U A LOCAL NO 467 HEALTH & WELFARE.
- 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
PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.
Program accomplishments
- PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.
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
- 94-6415220
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $72,796,637
- Income (IRS master file)
- $79,453,058
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $37,819,582 | $32,500,226 | $72,796,637 | XML |
| 990 | December 2023 | $39,000,136 | $34,930,153 | $66,925,201 | XML |
| 990 | December 2022 | $35,568,695 | $26,656,561 | $59,271,196 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 94-6415220).
Questions about U A LOCAL NO 467 HEALTH & WELFARE
- What is the EIN of U A LOCAL NO 467 HEALTH & WELFARE?
- The employer identification number (EIN) of U A LOCAL NO 467 HEALTH & WELFARE is 94-6415220.
- Is U A LOCAL NO 467 HEALTH & WELFARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
- Are donations to U A LOCAL NO 467 HEALTH & WELFARE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does U A LOCAL NO 467 HEALTH & WELFARE 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 U A LOCAL NO 467 HEALTH & WELFARE 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 U A LOCAL NO 467 HEALTH & WELFARE 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 U A LOCAL NO 467 HEALTH & WELFARE?
- The 990 for the year ended December 31, 2024 names MARK BURRI.
- Who are the officers and directors of U A LOCAL NO 467 HEALTH & WELFARE?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does U A LOCAL NO 467 HEALTH & WELFARE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $37,819,582, expenses of $32,500,226 and total assets of $72,796,637 at year end.
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