Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali
501(c)(9)
Only null% goes to programs
Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali is a 501(c)(9) organization based in Oakland, California, registered in 1973, with $107,836,922 in FY2023 revenue. CharityIndex grades it B+.
265 Hegenberger Rd Ste 100, Oakland, CA, 94621 EIN 94-6276537 Since 1973
Revenue (FY2023)
$107.8M
▲ 2.8% vs prior year
Expenses (FY2023)
$107.2M
Net assets
$15.8M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
BFinancial health25% of the rating2 mo reserves · +1% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali: 2 mo reserves · +1% margin earns a B on this criterion. See the exact thresholds →
AGovernance25% of the rating5 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali: 5 of 6 checks met earns a A on this criterion. See the exact thresholds →
BTransparency10% of the rating3 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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Mission
Vacation, holiday, and sick benefits for eligible participants covered under collective bargaining agreements.
Contact & location
- Address
- 265 Hegenberger Rd Ste 100, Oakland, CA, 94621
- City
- Oakland
- State
- California
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $71.2M (FY2014) to $107.8M (FY2023) across 9 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $88.4MNet assets $15.8M
Operating margin
0.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$104.2M
Total liabilities
$88.4M
Net assets
$15.8M
Salaries & benefits
$0
0% of expenses
Board members
7
0 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $107,836,922▲2.8% | $107,200,666▲1.8% | $15,755,712▲19.6% | $104,173,138▲2.2% | 990 |
| 2022 | $104,851,171▲3.6% | $105,330,732▲9.3% | $13,171,824▲8.8% | $101,933,792▲7.6% | 990 |
| 2021 | $101,194,286▼8.4% | $96,333,248▼8.2% | $12,108,319▲1.7% | $94,704,390▼10.2% | 990 |
| 2020 | $110,459,397▼0.3% | $104,968,324▼8.3% | $11,900,732▲40.6% | $105,462,603▼8.8% | 990 |
| 2019 | $110,737,449▼0.5% | $114,439,381▲16.5% | $8,462,170▼10.7% | $115,678,889▲8.3% | 990 |
| 2017 | $111,284,100▲23.6% | $98,208,184▲11.0% | $9,472,256▲73.3% | $106,814,176▲14.2% | 990 |
| 2016 | $90,013,638▲16.4% | $88,450,248▲10.0% | $5,466,576▲112% | $93,537,891▲0.2% | 990 |
| 2015 | $77,357,682▲8.6% | $80,403,684▲12.2% | $2,582,503▼29.8% | $93,316,928▲11.1% | 990 |
| 2014 | $71,223,955 | $71,689,604 | $3,681,140 | $83,967,397 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Chris Plue | Trustee | 1 | — |
| Christian Kalmar | Trustee (as of Jan '24) | 1 | — |
| Clifford Kunkel | Trustee (thru Jan '24) | 1 | — |
| Edward Evans | Trustee | 1 | — |
| Fidel Chavez | Co Chairman | 1 | — |
| Jay Bradshaw | Trustee | 1 | — |
| Luke Vratny | Trustee (thru Jan '24) | 1 | — |
| Robert Alten | Trustee | 1 | — |
| Robert Nibbi | Co Chairman | 1 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Carpenter Funds Administrative Office | Administrator | $2,295,152 |
Frequently asked questions
- Is Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali a legitimate nonprofit?
- Yes. Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 94-6276537, based in Oakland, California.
- What is Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali's EIN?
- Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali's Employer Identification Number (EIN) is 94-6276537.
- How much revenue does Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali report?
- Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali reported $107,836,922 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali have?
- CharityIndex grades Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali B+, based on financial health (reserves and operating margin).
- How much does Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali's highest-paid employee make?
- The highest reported compensation on Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali's latest Form 990 is $0, paid to Chris Plue (Trustee).
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Data for Carpenters Vacation Holiday & Sick Leave Trust Fund For Northern Cali (EIN 94-6276537) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.