Local 1169 Benefit Tr Fund
Public records raise at least one point you should look into before giving.
What it says it does
PROVIDE BENEFITS TO MEMBERS
- Income
- $83,157
- Spending
- $89,156
Source: Form 990EZ for the year ending August 31, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990EZ for the year ending August 31, 2025, filed with the Internal Revenue Service. How we rate
Governance
This organization files the short tax form, which does not ask about boards, policies or audits. That is normal for a small charity and is not a mark against it.
Source: Form 990EZ for the year ending August 31, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $87,991 spent. 1. A dental plan on a self-funded basis for our members. Members participate as either a family or as a single member. Family members do not contribute $150 towards the plan unless it is the first year of participation in the plan as a family member. Each person in the plan is eligible to receive up to $1500 in dental benefits per year. The program is used extensively by its members. 2. A catastrophic insurance plan as an enhancement to the medical plan. It has a $25,000 deductible and covers drugs, hospitalization, long-term nursing care, etc. 3. A legal plan that offers free wills, unlimited toll-free advice, reduced costs for real estate transactions, matrimony, criminal defense, business transactions, etc. and it has an elder care rider that provides durable power of attorney, health care proxy, and living wills. It is part of the elder care security package. 4. Out-of-pocket reimbursement for the existing system that includes up to $750 for medical and dental out-of-pocket expenses, $100 for a driver program, $100 for eyeglasses and $100 for health club/fitness classes. The total reimbursement for the fiscal year was capped at $600 maximum reimbursement. The maximum will vary on a fiscal year basis and is dependent on fund balance at the end of the previous fiscal year and an estimation of current year costs. 5. A vision eyeglass plan is no charge to members. This benefit is for members only and does not include their families. 6. The trustees must keep reserve monies because the dental plan is self-funded. The maximum yearly reimbursement is $1500 for year person in the plan. If all members were to use the plan at the maximum level ($1500), the total cost of the plan could exceed $400,000. However, while this is highly unlikely the expenses are nonetheless carefully monitored.
Source: Form 990EZ for the year ending August 31, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(9) employees' beneficiary association.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(9) employees' beneficiary association as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending August 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since October 1991.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.