NORTHERN CALIFORNIA CARPENTERS THOMAS A MORTON MEMORIAL SCHOLARSH
EIN 94-3139933 OAKLAND, CA
- Revenue 2025
- $569,821
- Expenses 2025
- $926,934
Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- Z99Z
- Classification
- 1000
- Street
- 265 HEGENBERGER RD STE 200
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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 — 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. Earlier years are each on their own filing page.
Filings
-
2025
- Revenue
- $569,821
- Expenses
- $926,934
- Contributions
- $412,565
- Grants paid
- $893,755
-
2024
- Revenue
- $569,599
- Expenses
- $329,742
- Contributions
- $421,344
- Grants paid
- $292,000
-
2023
- Revenue
- $858,949
- Expenses
- $557,229
- Contributions
- $363,361
- Grants paid
- $336,985
-
2022
- Revenue
- $585,547
- Expenses
- $270,641
- Contributions
- $424,862
- Grants paid
- $259,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2022 GENERAL SUPPORT
-
$30,000
2024 SPONSORSHIP WHICH WILL BE USED FOR SONS AND DAUGHTERS OF CARPENTER MEMBERS OF LOCAL UNIONS IN THE 46 NORTHERN CALIFORNIA COUNTIES.
-
$25,000
2023 SPONSORSHIP WHICH WILL BE USED FOR SONS AND DAUGHTERS OF CARPENTER MEMBERS OF LOCAL UNIONS IN THE 46 NORTHERN CALIFORNIA COUNTIES.
-
$25,000
2025 SCHOLARSHIP DONATION
-
$25,000
2024 SCHOLARSHIP DONATION
-
$25,000
2022 SPONSORSHIP WHICH WILL BE USED FOR SONS AND DAUGHTERS OF CARPENTER MEMBERS OF LOCAL UNIONS IN THE 46 NORTHERN CALIFORNIA COUNTIES.
-
$10,000
2022 DEDICATED TO PROVIDING SHELTER, EDUCATION, AND LEADERSHIP DEVELOPMENT FOR AT-RISK YOUTH IN A UNIQUE WAY.
-
2022 Sponsorship
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2025 return
-
NORTHERN CALIFORNIA CARPENTERS REGIONAL
501(c)(5) · Labor Org · CA
Declared as related by
-
UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.