Nonprofit · EIN 94-6459649
CCPOA INSURANCE DIVISION TRUST
Tax-exempt · SACRAMENTO, CA 95833
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $373,130,175 | $354,744,365 | $18,385,810 | $301,648,310 | $61,907,869 | $239,740,441 |
| March 31, 2024 | 990 | $359,429,652 | $341,075,245 | $18,354,407 | $284,673,042 | $62,255,580 | $222,417,462 |
| March 31, 2023 | 990 | $350,337,686 | $335,986,417 | $14,351,269 | $262,857,480 | $62,238,271 | $200,619,209 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $358,385,463
- Investment income
- $12,967,380
- Net rental income
- $111,446
- Net gain from sales of assets
- $5,272,672
- Other revenue
- $1,777,332
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $338,825,421
- Compensation of officers, directors and key employees
- $275,488
- Other salaries and wages
- $3,375,435
- Salaries, compensation and benefits (total)
- $6,312,737
- Professional fundraising fees
- $0
- Legal fees
- $236,002
- Accounting fees
- $91,799
- Occupancy
- $661,001
- Travel
- $81,368
- Depreciation
- $382,934
Balance sheet and other
- Total assets, start of year
- $284,673,042
- Total assets, end of year
- $301,648,310
- Total liabilities, end of year
- $61,907,869
- Net assets, end of year
- $239,740,441
- Land, buildings and equipment
- $2,872,313
- Publicly traded securities
- $205,592,981
- Gross receipts
- $408,696,097
- Employees
- 37
- Volunteers
- 0
- Year formed
- 1987
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Daniel Beaman | ADMINISTRATOR Key employee | 40 | $267,481 | $40,727 |
| Guadalupe Ruiz | CFO Highest-paid employee | 40 | $239,635 | $62,993 |
| James Baumiller | ASSISTANT ADMIN Highest-paid employee | 40 | $220,516 | $68,703 |
| Shana Powell | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $129,180 | $102,619 |
| Benjamin Sybesma | LDF LEGAL ADMINISTRATOR Highest-paid employee | 40 | $268,733 | -$40,132 |
| Peter Sands | IT MANAGER Highest-paid employee | 40 | $115,090 | $40,089 |
| Robert Garcia | CHAIR Trustee or director | 5 | $0 | $0 |
| Christopher Gallyer | VICE CHAIR Trustee or director | 5 | $0 | $0 |
| Ester Rodriguez | TRUSTEE Trustee or director | 5 | $0 | $0 |
| Humberto Carrillo | TRUSTEE Trustee or director | 5 | $0 | $0 |
| Bert Gutierrez | TRUSTEE (EFF 01/01/2025) Trustee or director | 5 | $0 | $0 |
| SHANE HALL | TRUSTEE (THRU 12/31/2024) Trustee or director | 5 | $0 | $0 |
990 for the year ended March 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Guadalupe Ruiz | CFO Highest-paid employee | 40 | $229,084 | $62,220 |
| james baumiller | ASSISTANT ADMIN Highest-paid employee | 40 | $210,764 | $60,850 |
| Daniel Beaman | Administrator Key employee | 40 | $233,143 | $34,183 |
| BENJAMIn Sybesma | LDF lEGAL Administrator Highest-paid employee | 40 | $258,025 | -$6,614 |
| DEBORAH JOHNSON | BENEFITS ADMIN MANAGER Highest-paid employee | 40 | $127,504 | $87,874 |
| SHANA POWELL | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $116,714 | $87,436 |
| PATRICK DAY | TRUSTEE (THRU 12/31/2023) Trustee or director | 5 | $0 | $0 |
| Steven Herrera | TRUSTEE Trustee or director | 5 | $0 | $0 |
| SHANE HALL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROBERT GARCIA | BOARD CHAIR Trustee or director | 5 | $0 | $0 |
| CHRISTOPHER GALLYER | VICE CHAIR Trustee or director | 5 | $0 | $0 |
| ESTER RODRIGUEZ | TRUSTEE (FROM 01/01/2024) Trustee or director | 5 | $0 | $0 |
990 for the year ended March 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Daniel Beaman | Administrator Key employee | 40 | $196,054 | $11,057 |
| james baumiller | ASSISTANT ADMIN Highest-paid employee | 40 | $170,010 | $37,054 |
| Guadalupe Ruiz | CFO Highest-paid employee | 40 | $199,375 | $5,970 |
| PETER SANDS | COMPUTER/COMPLIANCE SUPERVISOR Highest-paid employee | 40 | $104,715 | -$17,637 |
| DEBORAH JOHNSON | BENEFITS ADMIN MANAGER Highest-paid employee | 40 | $117,411 | -$54,225 |
| PATRICK DAY | ADMINISTRATOR Trustee or director | 5 | $0 | $0 |
| Steven Herrera | VICE CHAIR Trustee or director | 5 | $0 | $0 |
| SHANE HALL | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROBERT GARCIA | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CHRISTOPHER GALLYER | TRUSTEE Trustee or director | 5 | $0 | $0 |
| BENJAMIn Sybesma | LDF lEGAL Administrator Highest-paid employee | 40 | $246,818 | -$349,827 |
Address and contacts
- Address (IRS master file)
- 2515 VENTURE OAKS WAY STE 200, SACRAMENTO, CA 95833-4235
- In care of
- % DANIEL BEAMAN
- Principal officer (990 for 2024)
- ROBERT GARCIA, 2515 VENTURE OAKS WAY 200, SACRAMENTO, CA 95833
- Signed the 990
- ROBERT GARCIA, CHAIR
- Phone
- (916) 779-6300
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6459649 or by the name CCPOA INSURANCE DIVISION TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS FOR 26,876 ACTIVE EMPLOYEES AND 16,727 RETIREES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6459649
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $301,648,310
- Income (IRS master file)
- $408,696,097
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $373,130,175 | $354,744,365 | $301,648,310 | XML |
| 990 | March 2024 | $359,429,652 | $341,075,245 | $284,673,042 | XML |
| 990 | March 2023 | $350,337,686 | $335,986,417 | $262,857,480 | XML |
| 990 | March 2022 | $347,227,931 | $333,228,789 | $257,150,998 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6459649).
Questions about CCPOA INSURANCE DIVISION TRUST
- What is the EIN of CCPOA INSURANCE DIVISION TRUST?
- The employer identification number (EIN) of CCPOA INSURANCE DIVISION TRUST is 94-6459649.
- Is CCPOA INSURANCE DIVISION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1986.
- Are donations to CCPOA INSURANCE DIVISION TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CCPOA INSURANCE DIVISION TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CCPOA INSURANCE DIVISION TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CCPOA INSURANCE DIVISION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of CCPOA INSURANCE DIVISION TRUST?
- The 990 for the year ended March 31, 2025 names ROBERT GARCIA.
- Who are the officers and directors of CCPOA INSURANCE DIVISION TRUST?
- The 990 for the year ended March 31, 2025 lists 12 people; 6 received compensation from the organization, the highest $267,481 (Daniel Beaman, ADMINISTRATOR).
- How much revenue does CCPOA INSURANCE DIVISION TRUST have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $373,130,175, expenses of $354,744,365 and total assets of $301,648,310 at year end.
Other nonprofits in SACRAMENTO
- SUTTER BAY HOSPITALS EIN 94-0562680 · last filed 990 for 2024
- SUTTER VALLEY HOSPITALS EIN 94-1156621 · last filed 990 for 2024
- SUTTER BAY MEDICAL FOUNDATION EIN 94-1156581 · last filed 990 for 2024
- SUTTER HEALTH EIN 94-2788907 · last filed 990 for 2024
- SUTTER VALLEY MEDICAL FOUNDATION EIN 68-0273974 · last filed 990 for 2024
- THE GOLDEN 1 CREDIT UNION EIN 94-0362025 · last filed 990 for 2024
- ALTA CALIFORNIA REGIONAL CENTER INC EIN 94-1720511 · last filed 990 for 2025
- WESTERN HEALTH ADVANTAGE EIN 68-0393304 · last filed 990 for 2025