Nonprofit · EIN 94-6430804
UA LOCAL NO 159 HEALTH AND WELFARE PLAN
Tax-exempt · DUBLIN, CA 94568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,655,332 | $6,447,941 | $207,391 | $11,431,128 | $2,125,001 | $9,306,127 |
| June 30, 2024 | 990 | $7,442,562 | $7,172,508 | $270,054 | $11,366,891 | $2,637,523 | $8,729,368 |
| June 30, 2023 | 990 | $7,420,734 | $6,960,285 | $460,449 | $10,959,144 | $2,772,732 | $8,186,412 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,272,581
- Investment income
- $382,751
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,903,316
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $79,595
- Accounting fees
- $77,095
Balance sheet and other
- Total assets, start of year
- $11,366,891
- Total assets, end of year
- $11,431,128
- Total liabilities, end of year
- $2,125,001
- Net assets, end of year
- $9,306,127
- Publicly traded securities
- $9,091,084
- Gross receipts
- $6,655,332
- Employees
- 91
- Volunteers
- 0
- Year formed
- 1993
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nick Goodwin | trustee - CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ALEX HALL | Trustee - CO-CHAIR Trustee or director, Officer | 1 | $0 |
| ROBERT SEWELL | TRUSTEE Trustee or director | 1 | $0 |
| BILL CAWLEY III | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL LESCURE | TRUSTEE Trustee or director | 1 | $0 |
| JASON LESTER | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | INFORMATION Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nick Goodwin | trustee - CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ALEX HALL | Trustee - CO-CHAIR Trustee or director, Officer | 1 | $0 |
| ROBERT SEWELL | TRUSTEE Trustee or director | 1 | $0 |
| BILL CAWLEY III | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL LESCURE | TRUSTEE Trustee or director | 1 | $0 |
| JASON LESTER | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | INFORMATION Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nick Goodwin | trustee Trustee or director | 1 | $0 |
| robert sewell | trustee Trustee or director | 1 | $0 |
| Bill Cawley III | trustee Trustee or director | 1 | $0 |
| ALEX HALL | Trustee Trustee or director | 1 | $0 |
| Michael Lescure | Trustee Trustee or director | 1 | $0 |
| Jason Lester | Trustee Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | INFORMATION Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4160 DUBLIN BLVD STE 100, DUBLIN, CA 94568-7755
- In care of
- % HLTH SERVICES & BENEFIT ADMI
- Principal officer (990 for 2024)
- NICK GOODWIN, 4160 Dublin Blvd 100, Dublin, CA 94568
- Signed the 990
- NICK GOODWIN, CHAIRMAN
- Phone
- (925) 833-7300
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6430804 or by the name UA LOCAL NO 159 HEALTH AND WELFARE 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 ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED EMPLOYEES AND THEIR DEPENDENTS 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6430804
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $11,431,128
- Income (IRS master file)
- $6,655,332
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,655,332 | $6,447,941 | $11,431,128 | IRS |
| 990 | June 2024 | $7,442,562 | $7,172,508 | $11,366,891 | XML |
| 990 | June 2023 | $7,420,734 | $6,960,285 | $10,959,144 | XML |
| 990 | June 2022 | $7,099,937 | $6,836,238 | $10,473,868 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-6430804).
Questions about UA LOCAL NO 159 HEALTH AND WELFARE PLAN
- What is the EIN of UA LOCAL NO 159 HEALTH AND WELFARE PLAN?
- The employer identification number (EIN) of UA LOCAL NO 159 HEALTH AND WELFARE PLAN is 94-6430804.
- Is UA LOCAL NO 159 HEALTH AND WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to UA LOCAL NO 159 HEALTH AND WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UA LOCAL NO 159 HEALTH AND WELFARE 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 UA LOCAL NO 159 HEALTH AND WELFARE PLAN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UA LOCAL NO 159 HEALTH AND WELFARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UA LOCAL NO 159 HEALTH AND WELFARE PLAN?
- The 990 for the year ended June 30, 2025 names NICK GOODWIN.
- Who are the officers and directors of UA LOCAL NO 159 HEALTH AND WELFARE PLAN?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does UA LOCAL NO 159 HEALTH AND WELFARE PLAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,655,332, expenses of $6,447,941 and total assets of $11,431,128 at year end.
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