No Cal Tile Ind Health & Welfare Trust Fund
- Assets
- $25.7m
- Revenue
- $14.3m
- Investments
- $13.3m
- Employees
- 0
- Location
- Pleasanton, CA
- Founding
- 04/1983
- Data as of
- 12/2021
- EIN
- 94-6173454
Organization Overview
No Cal Tile Ind Health & Welfare Trust Fund is located in Pleasanton, CA. The organization was established in 1983. According to its NTEE Classification (Y43) the organization is classified as: Voluntary Employees Beneficiary Associations (Non-Government), under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. No Cal Tile Ind Health & Welfare Trust Fund is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 12/2021, No Cal Tile Ind Health & Welfare Trust Fund generated $14.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $12.7m during the year ending 12/2021. While expenses have increased by 3.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE HOSPITAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUGS, LIFE AND ACCIDENTAL DEATH AND DISMEMBERSHIP BENEFITS FOR ACTIVE AND RETIREE MEMBERS AND THEIR DEPENDENTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE HOSPITAL, MEDICAL, DENTAL, VISION, PRESCRIPTION DRUGS, LIFE AND ACCIDENTAL DEATH AND DISMEMBERSHIP BENEFITS FOR ACTIVE AND RETIREE MEMBERS AND THEIR DEPENDENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Troy Garland Trustee | Trustee | 5 | $0 |
Jordon O'brien Trustee | Trustee | 5 | $0 |
Steve Vogel Trustee | Trustee | 5 | $0 |
Richard Hill ESQ Trustee | Trustee | 5 | $0 |
Rich Della Maggiore Trustee | Trustee | 5 | $0 |
Dorsey Hellums Trustee | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $13,268,358 |
| Investment income | $818,086 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $102,411 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $14,253,908 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $12,000,419 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $164,610 |
| Fees for services: Legal | $103,226 |
| Fees for services: Accounting | $4,263 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $11,000 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $19,605 |
| All other expenses | $99,166 |
| Total functional expenses | $12,707,848 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,968,841 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,164,940 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $7,088,574 |
| Investments—other securities | $13,333,445 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $136,581 |
| Total assets | $25,692,381 |
| Accounts payable and accrued expenses | $90,407 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $4,194,200 |
| Total liabilities | $4,284,607 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $21,407,774 |
| Total liabilities and net assets/fund balances | $25,692,381 |
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