Form 990 for tax year 2025
Filed by NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH.
Totals
- Total revenue
- $569,821
- Total expenses
- $926,934
- Contributions and grants received
- $412,565
- Grants paid
- $893,755
- Program service revenue
- $0
- Investment income
- $145,933
- Other revenue
- $11,323
- Total assets, end of year
- $3,820,713
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,820,713
- Program services expenses (Part IX)
- $895,655
- Management and general expenses
- $31,279
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $895,655
Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$240,021
-
1f · All other contributions, gifts and grants
$172,544
-
3 · Investment income
total $114,906 · excluded $114,906
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $250,000
-
7b · Less cost or other basis and sales expenses
securities $218,973
-
7c · Gain or loss
securities $31,027
-
7d · Net gain or loss
total $31,027 · excluded $31,027
-
8a · Fundraising events: gross income
$219,234
-
8a · Fundraising events: contributions included on line 1c
$240,021
-
8b · Fundraising events: direct expenses
$219,234
-
9a · Gaming: gross income
$53,935
-
9b · Gaming: direct expenses
$60,317
-
9c · Net income from gaming
total -$6,382
-
10a · Gross sales of inventory
$2,470
-
10b · Cost of goods sold
$2,470
-
11a · Other revenue: SCHOLARSHIP AWARDS RETURNED
total $15,755 · related or exempt $15,755
-
11b · Other revenue: REIMBURSEMENTS
total $1,950 · related or exempt $1,950
-
11e · Other revenue, total
$17,705
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $893,755 · program services $893,755
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $25,000 · management and general $25,000
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $2,096 · management and general $2,096
-
13 · Office expenses
total $4,033 · management and general $4,033
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: REIMBURSEMENTS
total $1,900 · program services $1,900
-
24b · Other expenses: FILING FEES
total $150 · management and general $150
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $671,448 · end of year $416,866
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $23,693 · end of year $37,421
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $3,482,685 · end of year $3,366,426
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $0
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $4,177,826 · end of year $3,820,713
Mission and programs · 2025
Mission
TO PROVIDE SCHOLARSHIPS TO SONS AND DAUGHTERS OF CARPENTER MEMBERS OF LOCAL UNIONS IN THE 46 NORTHERN CALIFORNIA COUNTIES.
-
SCHOLARSHIPS WERE PAID TO SONS AND DAUGHTERS OF CARPENTER MEMBERS OF LOCAL UNIONS WITHIN THE 46 NORTHERN CALIFORNIA COUNTIES.
Expenses $895,655 · Grants $893,755 · Revenue $17,705
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jay Bradshaw
Director
- Total calculated
- $508,461
- From this org
- $0
- From related orgs
- $360,419
- Other
- $148,042
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $360,419 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $124,343 related
- Nontaxable benefits
- $0 + $23,699 related
- Filer's total
- $0 + $508,461 related
-
Martin Espinoza Jr
Director
- Total calculated
- $359,686
- From this org
- $0
- From related orgs
- $245,117
- Other
- $114,569
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $245,117 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $90,870 related
- Nontaxable benefits
- $0 + $23,699 related
- Filer's total
- $0 + $359,686 related
-
Tiffany Merfeld
Treasurer
- Total calculated
- $356,706
- From this org
- $0
- From related orgs
- $240,098
- Other
- $116,608
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $240,098 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $92,909 related
- Nontaxable benefits
- $0 + $23,699 related
- Filer's total
- $0 + $356,706 related
-
John Belperio
Director
- Total calculated
- $346,751
- From this org
- $0
- From related orgs
- $231,882
- Other
- $114,869
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $231,882 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $91,170 related
- Nontaxable benefits
- $0 + $23,699 related
- Filer's total
- $0 + $346,751 related
-
Sean Hebard
Director
- Total calculated
- $345,489
- From this org
- $0
- From related orgs
- $230,920
- Other
- $114,569
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $230,920 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $90,870 related
- Nontaxable benefits
- $0 + $23,699 related
- Filer's total
- $0 + $345,489 related
-
Jacob Adiarte
Director
- Total calculated
- $301,634
- From this org
- $0
- From related orgs
- $238,465
- Other
- $63,169
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $238,465 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $39,470 related
- Nontaxable benefits
- $0 + $23,699 related
- Filer's total
- $0 + $301,634 related
-
Phyllis Clima
Director
- Total calculated
- $22,417
- From this org
- $0
- From related orgs
- $22,417
- Other
- $0
- Hours/week
- 0.1 + 40 related
-
Brian T Morton
President
- Total calculated
- $0
- Hours/week
- 0.1
-
Larry Pace
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Chris Pedroza
Director
- Total calculated
- $0
- Hours/week
- 0.1
-
Blythe Mickelson
Director
- Total calculated
- $0
- Hours/week
- 0.1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NORTHERN CALIFORNIA CARPENTERS REGIONAL
501(c)(5) · Labor Org · CA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 1 July 2026
- IRS schema version
- 2025v4.2
- Source object
- 202601879349300325
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