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Ufcw N California & Drug Employers Health & Welfare Trust Fund

  • Concord, CA
  • Tax-exempt since Jan. 1988
  • EIN: 68-0139450

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$86.2k (2023)

Expenses
$39k (2023)

Total Assets
$718k (2023)

Total Liabilities
$1.35k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,155
Expenses
$39,021
Net Income
$47,134
Net Assets
$716,699
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,664
1.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $84,491
98.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $718,052
Total Liabilities $1,353
Net Assets $716,699
Compensation
Key Employees and Officers Compensation Related Other
Marla Donati (Trustee) $0 $126,799 $14,792
Mike Frenna (Trustee) $0 $126,799 $15,013
Gordon Hinkle (Trustee) $0 $0 $0
John Heise (Secretary) $0 $210,362 $23,886
Bret Slusser (Trustee) $0 $171,902 $23,486
Allison Fuller (Chair) $0 $0 $0
John Frahm (Trustee) $0 $164,676 $15,105
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Document Links

990
Filed on Nov. 11, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$598,720
Expenses
$41,644
Net Income
$557,076
Net Assets
$669,565
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,818
0.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $596,902
99.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $671,861
Total Liabilities $2,296
Net Assets $669,565
Compensation
Key Employees and Officers Compensation Related Other
Marla Donati (Trustee) $0 $124,257 $20,030
Mike Frenna (Trustee) $0 $124,261 $20,030
Gordon Hinkle (Trustee) $0 $0 $0
John Heise (Secretary) $0 $173,500 $21,070
Bret Slusser (Trustee) $0 $161,752 $21,070
Allison Fuller (Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,695
Expenses
$99,804
Net Income
-$98,109
Net Assets
$112,487
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $188
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,507
88.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $112,487
Total Liabilities $0
Net Assets $112,487
Compensation
Key Employees and Officers Compensation Related Other
Jack Landes (Trustee) $0 $151,734 $20,987
Marla Donati (Trustee) $0 $121,735 $20,987
Mike Frenna (Trustee) $0 $121,865 $20,987
Gordon Hinkle (Trustee) $0 $0 $0
John Heise (Secretary) $0 $209,769 $20,987
Bret Slusser (Trustee) $0 $172,024 $20,987
Allison Fuller (Chair) $0 $0 $0
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Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,314,318
Expenses
$1,471,213
Net Income
-$156,895
Net Assets
$210,596
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,082,529
82.4%
Investment Income $1,651
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $803
0.1%
Net Inventory Sales $0
Other Revenue $229,335
17.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $416,092
Total Liabilities $205,496
Net Assets $210,596
Compensation
Key Employees and Officers Compensation Related Other
Jack Landes (Trustee) $0 $0 $0
Marla Donati (Trustee) $0 $0 $0
Mike Frenna (Trustee) $0 $0 $0
Gordon Hinkle (Chair) $0 $0 $0
John Heise (Secretary) $0 $0 $0
Bret Slusser (Trustee) $0 $0 $0
Allison Fuller (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,384,067
Expenses
$18,617,561
Net Income
$1,766,506
Net Assets
$561,709
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,897,139
97.6%
Investment Income $20,576
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,956
0.0%
Net Inventory Sales $0
Other Revenue $463,396
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,211,379
Total Liabilities $2,649,670
Net Assets $561,709
Compensation
Key Employees and Officers Compensation Related Other
Jack Landes (Trustee) $0 $0 $0
Marla Donati (Trustee) $0 $0 $0
Mike Frenna (Trustee) $0 $0 $0
Rick Glazer (Trustee) $0 $0 $0
John Heise (Chair) $0 $0 $0
Bret Slusser (Trustee) $0 $0 $0
Roger Ceballos (Secretary) $0 $0 $0
Allison Fuller (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,910,437
Expenses
$21,706,571
Net Income
-$796,134
Net Assets
-$1,221,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,901,482
90.4%
Investment Income $50,635
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$77,122
Net Inventory Sales $0
Other Revenue $2,035,442
9.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,880,566
Total Liabilities $6,101,899
Net Assets -$1,221,333
Compensation
Key Employees and Officers Compensation Related Other
Jack Landes (Trustee) $0 $0 $0
Marla Donati (Trustee) $0 $0 $0
Mike Frenna (Trustee) $0 $0 $0
Rick Glazer (Trustee) $0 $0 $0
John Heise (Trustee) $0 $0 $0
Bret Slusser (Trustee) $0 $0 $0
Roger Ceballos (Trustee) $0 $0 $0
Allison Fuller (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,517,394
Expenses
$24,203,164
Net Income
-$3,685,770
Net Assets
-$472,883
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,214,867
98.5%
Investment Income $76,188
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$10,297
Net Inventory Sales $0
Other Revenue $236,636
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,727,878
Total Liabilities $6,200,761
Net Assets -$472,883
Compensation
Key Employees and Officers Compensation Related Other
Barbara M Kay (Trustee) $0 $0 $0
Marla Donati (Trustee) $0 $0 $0
Mike Frenna (Trustee) $0 $0 $0
Rick Glazer (Trustee) $0 $0 $0
John Heise (Trustee) $0 $0 $0
Adam S Loveall (Trustee) $0 $0 $0
Carl Nakano (Trustee) $0 $0 $0
Abraham Breslin (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,075,995
Expenses
$25,671,612
Net Income
-$3,595,617
Net Assets
$3,195,567
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,583,129
97.8%
Investment Income $58,962
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $433,904
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,398,852
Total Liabilities $6,203,285
Net Assets $3,195,567
Compensation
Key Employees and Officers Compensation Related Other
Barbara M Kay (Trustee) $0 $0 $0
Marla Donati (Trustee) $0 $0 $0
Mike Frenna (Trustee) $0 $0 $0
Rick Glazer (Trustee) $0 $0 $0
John Heise (Trustee) $0 $0 $0
Adam S Loveall (Trustee) $0 $0 $0
Carl Nakano (Trustee) $0 $0 $0
Abraham Breslin (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 16, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,180,864
Expenses
$18,490,423
Net Income
$3,690,441
Net Assets
$6,840,201
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,985,688
99.1%
Investment Income $62
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $195,114
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,401,826
Total Liabilities $3,561,625
Net Assets $6,840,201
Compensation
Key Employees and Officers Compensation Related Other
Barbara M Kay (Trustee) $0 $0 $0
Marla Donati (Trustee) $0 $0 $0
Mike Frenna (Trustee) $0 $0 $0
Rick Glazer (Trustee) $0 $0 $0
John Heise (Trustee) $0 $0 $0
Adam S Loveall (Trustee) $0 $0 $0
Carl Nakano (Trustee) $0 $0 $0
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990
Filed on Nov. 10, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,690,825
Expenses
$19,870,103
Net Income
$1,820,722
Net Assets
$3,149,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,427,029
98.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $263,796
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,098,948
Total Liabilities $4,949,188
Net Assets $3,149,760
Compensation
Key Employees and Officers Compensation Related Other
Brad Sapp (Chair) $0 $0 $0
Barbara M Kay (Trustee) $0 $0 $0
Marla Donati (Trustee) $0 $0 $0
Mike Frenna (Trustee) $0 $0 $0
Rick Glazer (Trustee) $0 $0 $0
John Heise (Trustee) $0 $0 $0
Adam S Loveall (Trustee) $0 $0 $0
Carl Nakano (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,935,006
Expenses
$18,802,409
Net Income
$3,132,597
Net Assets
$1,329,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,575,500
98.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $359,506
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,357,015
Total Liabilities $5,027,977
Net Assets $1,329,038
Compensation
Key Employees and Officers Compensation Related Other
Brad Sapp (Trustee) $0 $0 $0
April Bravo (Chair) $0 $0 $0
Adam Loveall (Trustee) $0 $0 $0
Esai Alday (Secretary) $0 $0 $0
Peter Derenale (Trustee) $0 $0 $0
Richard Glazer (Trustee) $0 $0 $0
John Heise (Trustee) $0 $0 $0
Jonathan Hughes (Trustee) $0 $0 $0
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990
Filed on Sept. 30, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,072,916
Expenses
$23,096,283
Net Income
-$23,367
Net Assets
-$1,803,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,785,831
98.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $287,085
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,128,530
Total Liabilities $5,932,089
Net Assets -$1,803,559

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,423,884
Expenses
$21,466,174
Net Income
-$1,042,290
Net Assets
-$1,780,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,174,779
98.8%
Investment Income $1,296
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $247,809
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,763,235
Total Liabilities $5,543,427
Net Assets -$1,780,192

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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