District Council 16 Northern California Health and Welfare Trus
Only null% goes to programs Strong reserves
District Council 16 Northern California Health and Welfare Trus is a 501(c)(9) organization based in Dublin, California, registered in 2011, with $135,040,383 in FY2024 revenue. CharityIndex grades it A.
4160 Dublin Blvd Ste 100, Dublin, CA, 94568 EIN 41-2261950 Since 2011
Revenue (FY2024)
$135.0M
▲ 13.1% vs prior year
Membership median: $185K
Expenses (FY2024)
$137.2M
Net assets
$189.8M
Employees
115
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
—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 District Council 16 Northern California Health and Welfare Trus— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating17 mo reserves · -2% 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 District Council 16 Northern California Health and Welfare Trus: 17 mo reserves · -2% margin earns a A 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 District Council 16 Northern California Health and Welfare Trus: 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 District Council 16 Northern California Health and Welfare Trus: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Mission
To provide health and welfare benefits.
Contact & location
- Address
- 4160 Dublin Blvd Ste 100, Dublin, CA, 94568
- City
- Dublin
- State
- California
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $97.7M (FY2013) to $135.0M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $61.5MNet assets $189.8M
Operating margin
-1.6%
Spent more than it raised in the latest fiscal year.
Total assets
$251.3M
Total liabilities
$61.5M
Net assets
$189.8M
Salaries & benefits
$0
0% of expenses
Board members
6
0 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $135,040,383▲13.1% | $137,214,646▲9.6% | $189,798,572▲0.7% | $251,260,778▲3.5% | 990 |
| 2023 | $119,396,904▲2.2% | $125,247,909▲4.6% | $188,501,411▲11.1% | $242,664,639▲6.9% | 990 |
| 2022 | $116,871,387▼14.5% | $119,712,733▼7.7% | $169,596,131▼9.5% | $226,951,913▼9.4% | 990 |
| 2021 | $136,643,928▼7.1% | $129,737,866▲3.7% | $187,422,604▲7.4% | $250,454,926▲5.7% | 990 |
| 2020 | $147,082,060▼10.3% | $125,112,414▼9.9% | $174,435,628▲21.1% | $236,884,412▲10.6% | 990 |
| 2019 | $164,000,921▲15.6% | $138,893,333▲13.3% | $144,080,328▲31.7% | $214,234,489▲25.3% | 990 |
| 2018 | $141,844,141▲4.8% | $122,612,155▲8.8% | $109,414,376▲14.7% | $170,974,202▲9.7% | 990 |
| 2017 | $135,290,438▲8.5% | $112,649,434▲9.0% | $95,403,031▲38.3% | $155,819,922▲27.2% | 990 |
| 2016 | $124,675,337▲11.4% | $103,335,469▲2.3% | $68,971,288▲52.3% | $122,524,723▲30.3% | 990 |
| 2015 | $111,910,513▲16.6% | $101,030,459▲22.1% | $45,277,800▲25.3% | $94,044,788▲26.7% | 990 |
| 2014 | $95,982,017▼1.7% | $82,763,465▼3.0% | $36,136,479▲66.5% | $74,212,059▲34.5% | 990 |
| 2013 | $97,682,125 | $85,283,832▲14.9% | $21,707,912▲139% | $55,192,082▲48.3% | 990 |
| 2012 | — | $74,219,716▲28.3% | $9,074,742▲3400% | $37,219,800▲36.3% | 990 |
| 2011 | — | $57,848,371▼4.7% | $259,290▲102% | $27,310,791▲65.7% | 990 |
| 2010 | — | $60,711,275 | -$12,017,421 | $16,483,269 | 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 (FY2024)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Brett Davis | Trustee - Eff.8/13/2024 | 1 | — |
| Frank Nunes | Alt Trustee | 1 | — |
| James Boster | Trustee | 1 | — |
| James Hewett | Trustee | 1 | — |
| Jeannie Simpelo | Alt Trustee | 1 | — |
| John Maggiore | Trustee - Secretary | 1 | — |
| Lance Ryken | Alt Trustee | 1 | — |
| Madison Hull | Alt Trustee | 1 | — |
| Mike Greenlee | Alt Trustee | 1 | — |
| Robert Williams III | Trustee - Chairman | 1 | — |
| Sal Madrigal | Trustee | 1 | — |
| See Sch O For Compensation | Paid By Related Organization | 0 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Health Services and Benefit Adminis | Fund Admin | $2,134,757 |
| Withumsmithbrown PC | Accounting Svcs | $1,362,592 |
| Saltzman and Johnson | Legal Services | $612,560 |
| Anthem Blue Cross | Cost Containment | $527,548 |
| Graystone Consultingmorgan Stanley | Investment Mgmt. | $421,916 |
Similar organizations in Membership
Membership
Nonprofits Insurance Alliance of California
Santa Cruz, CA
$134.2M
C+annual revenue
- Membership
Ocu Health & Welfare Trust
Covina, CA
$123.8M
Aannual revenue
Alliance of Nonprofits For Insurance Risk Retention Group Inc
Santa Cruz, CA
$117.7M
Aannual revenue
- Membership
Operating Engineers Local Union No 3 Vacation Holiday and Sick Pay
Alameda, CA
$174.6M
C+annual revenue
Membership
Afm & Sag-aftra Intellectual Property Rights Distribution Fund
Valley Vlg, CA
$84.0M
Aannual revenue
Membership
Southern California Pipe Trades Health and Welfare Fund
Los Angeles, CA
$190.1M
Aannual revenue
- Membership
California Institute of Technology Retiree Medical Plan Jpl Veba Tr
San Diego, CA
$75.5M
C+annual revenue
- Membership
Udw Afscme Local 3930 Riverside County Benefits Trust
San Diego, CA
$62.6M
Aannual revenue
- Membership
United Domestic Workers Benefits Trust
San Diego, CA
$47.4M
C+annual revenue
- Membership
Washington State Council of Fire Fighters Employee Benefit Tr
Los Angeles, CA
$46.8M
Bannual revenue
Compare District Council 16 Northern California Health and Welfare Trus
Frequently asked questions
- Is District Council 16 Northern California Health and Welfare Trus a legitimate nonprofit?
- Yes. District Council 16 Northern California Health and Welfare Trus is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 41-2261950, based in Dublin, California.
- What is District Council 16 Northern California Health and Welfare Trus's EIN?
- District Council 16 Northern California Health and Welfare Trus's Employer Identification Number (EIN) is 41-2261950.
- How much revenue does District Council 16 Northern California Health and Welfare Trus report?
- District Council 16 Northern California Health and Welfare Trus reported $135,040,383 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does District Council 16 Northern California Health and Welfare Trus have?
- CharityIndex grades District Council 16 Northern California Health and Welfare Trus A, based on financial health (reserves and operating margin).
- How much does District Council 16 Northern California Health and Welfare Trus's highest-paid employee make?
- The highest reported compensation on District Council 16 Northern California Health and Welfare Trus's latest Form 990 is $0, paid to Brett Davis (Trustee - Eff.8/13/2024).
More nonprofits in Dublin
Explore more
Data for District Council 16 Northern California Health and Welfare Trus (EIN 41-2261950) 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.