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Ilwu Warehouse Welfare Trust

  • Pleasanton, CA
  • Tax-exempt since Feb. 1955
  • EIN: 94-6102389

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
$12M (2023)

Expenses
$11.7M (2023)

Total Assets
$6.24M (2023)

Total Liabilities
$974k (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,950,550
Expenses
$11,674,116
Net Income
$276,434
Net Assets
$5,264,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,800,604
98.7%
Investment Income $147,002
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,944
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,238,949
Total Liabilities $974,194
Net Assets $5,264,755
Compensation
Key Employees and Officers Compensation Related Other
Jim Beard (Chairman/Trustee) $6,000 $0 $0
Larry Morrison (Secretary/Trustee) $6,000 $0 $0
Thomas Dillon (T Rustee) $6,000 $0 $0
Timothy Brekke (Trustee) $6,000 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Corey Tacconi (Trustee) $0 $0 $0
See Sch O For Compensation (Paid By Related Organizations) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,353,486
Expenses
$11,790,623
Net Income
$562,863
Net Assets
$4,886,335
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,188,938
98.7%
Investment Income $136,630
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,918
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,779,228
Total Liabilities $892,893
Net Assets $4,886,335
Compensation
Key Employees and Officers Compensation Related Other
James Beard (Chair/Trustee) $6,000 $0 $0
Larry Morrison (Secretary/Trustee) $6,000 $0 $0
Thomas Dillon (Trustee) $6,000 $0 $0
Timothy Brekke (Trustee) $6,000 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Corey Tacconi (Trustee) $0 $0 $0
See Sch O For Compensation (Paid By Related Organization) $0 $0 $0
+ View more people

Document Links

990
Filed on April 20, 2023

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,289,790
Expenses
$11,767,113
Net Income
$522,677
Net Assets
$5,062,595
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,181,099
99.1%
Investment Income $89,487
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,204
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,012,458
Total Liabilities $949,863
Net Assets $5,062,595
Compensation
Key Employees and Officers Compensation Related Other
Jim Beard (Trustee) $6,000 $0 $0
Tom Dillon (Trustee) $6,000 $0 $0
Larry Morrison (Trustee) $6,000 $0 $0
Tim Brekke (Trustee) $6,000 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Corey Tacconi (Trustee) $0 $0 $0
Chris Castaing (Trustee Past) $0 $0 $0
Ronald Sparling (Trustee Past) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0
+ View more people

Document Links

990
Filed on May 2, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,303,968
Expenses
$11,804,729
Net Income
$499,239
Net Assets
$4,248,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,276,242
99.8%
Investment Income $93,797
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$66,071
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,188,948
Total Liabilities $940,187
Net Assets $4,248,761
Compensation
Key Employees and Officers Compensation Related Other
Jim Beard (Trustee) $6,000 $0 $0
Tom Dillon (Trustee) $6,000 $0 $0
Larry Morrison (Trustee) $6,000 $0 $0
Tim Brekke (Trustee) $6,000 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Chris Castaing (Trustee Past) $0 $0 $0
Corey Tacconi (Trustee) $0 $0 $0
Ronald Sparling (Trustee Past) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0
+ View more people

Document Links

990
Filed on April 16, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,833,165
Expenses
$11,242,159
Net Income
-$408,994
Net Assets
$3,660,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,742,701
99.2%
Investment Income $90,947
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$483
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,673,349
Total Liabilities $1,012,798
Net Assets $3,660,551
Compensation
Key Employees and Officers Compensation Related Other
Jim Beard (Trustee) $6,000 $0 $0
Tom Dillon (Trustee) $6,000 $0 $0
Larry Morrison (Trustee) $6,000 $0 $0
Tim Brekke (Trustee) $6,000 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Chris Castaing (Trustee) $0 $0 $0
Corey Tacconi (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organization) $0 $0 $0
+ View more people

Document Links

990
Filed on April 15, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,467,805
Expenses
$9,656,502
Net Income
-$188,697
Net Assets
$3,978,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,412,911
99.4%
Investment Income $2,116
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $52,778
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,785,783
Total Liabilities $807,271
Net Assets $3,978,512
Compensation
Key Employees and Officers Compensation Related Other
Jim Beard (Trustee) $6,000 $0 $0
Tom Dillon (Trustee) $6,000 $0 $0
Larry Morrison (Trustee) $6,000 $0 $0
Tim Brekke (Trustee) $6,000 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Chris Castaing (Trustee) $0 $0 $0
Corey Tacconi (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0
+ View more people

Document Links

990
Filed on April 12, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,851,853
Expenses
$10,003,233
Net Income
-$151,380
Net Assets
$4,168,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,851,853
100%
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,956,718
Total Liabilities $788,403
Net Assets $4,168,315
Compensation
Key Employees and Officers Compensation Related Other
Jim Beard (Trustee) $6,000 $0 $0
Tom Dillon (Trustee) $6,000 $0 $0
Larry Morrison (Trustee) $6,000 $0 $0
Tim Brekke (Trustee) $6,000 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Fred Pecker (Trustee (Past)) $0 $0 $0
Donal Mahon (Trustee (Past)) $0 $0 $0
Chris Castaing (Trustee) $0 $0 $0
Corey Tacconi (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organization) $0 $0 $0
+ View more people

Document Links

990
Filed on April 13, 2018

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,867,746
Expenses
$10,192,563
Net Income
-$324,817
Net Assets
$4,220,882
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,867,746
100%
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $19,500
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,048,615
Total Liabilities $827,733
Net Assets $4,220,882
Compensation
Key Employees and Officers Compensation Related Other
Jim Beard (Trustee) $6,000 $0 $0
Tom Dillon (Trustee) $6,000 $0 $0
Larry Morrison (Trustee) $6,000 $0 $0
Tim Brekke (Trustee) $1,500 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Fred Pecker (Trustee) $0 $0 $0
Donal Mahon (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0
+ View more people

Document Links

990
Filed on April 15, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,673,182
Expenses
$9,947,399
Net Income
-$274,217
Net Assets
$4,304,740
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,597,161
99.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $76,021
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $18,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,137,311
Total Liabilities $832,571
Net Assets $4,304,740
Compensation
Key Employees and Officers Compensation Related Other
Jim Beard (Trustee) $6,000 $0 $0
Tom Dillon (Trustee) $6,000 $0 $0
Larry Morrison (Trustee) $6,000 $0 $0
Jose Nunez (Trustee) $0 $0 $0
Fred Pecker (Trustee) $0 $0 $0
Donal Mahon (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organization) $0 $0 $0
+ View more people

Document Links

990
Filed on April 18, 2016

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,936,053
Expenses
$10,475,251
Net Income
-$539,198
Net Assets
$4,601,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,921,885
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,168
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $18,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,459,155
Total Liabilities $857,331
Net Assets $4,601,824

Document Links

990

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,198,802
Expenses
$11,409,779
Net Income
-$210,977
Net Assets
$4,884,765
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,198,744
100.0%
Investment Income $58
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $18,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,032,056
Total Liabilities $1,147,291
Net Assets $4,884,765

Document Links

990

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,542,604
Expenses
$13,484,577
Net Income
$58,027
Net Assets
$5,041,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,437,749
99.2%
Investment Income $341
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $104,514
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $18,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,047,251
Total Liabilities $1,005,921
Net Assets $5,041,330

Document Links

990

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,764,503
Expenses
$14,086,682
Net Income
-$322,179
Net Assets
$4,782,911
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,223,671
96.1%
Investment Income $1,628
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $539,204
3.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $14,200
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,907,338
Total Liabilities $1,124,427
Net Assets $4,782,911

Document Links

990

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

PDF

Fiscal Year Ending June
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 June
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 June
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 June
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 June
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 June
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

Fiscal Year Ending June
2004

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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