2024-02-02T14:04:55-06:00 2023-03-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PKWY STE 400 SAN RAMON CA 94583 990 2022-04-01 686072830 CCPOA LEGAL DEFENSE FUND % DANIEL BEAMAN CCPO 9167796300 2515 VENTURE OAKS WAY Suite 200 SACRAMENTO CA 95833 ROBERT GARCIA CHAIR 9167796300 2024-01-30 true ROBERT GARCIA 999009999 JESSICA R ROSTER P01317380 9252779100 2 2022 2023-04-26 12:10:37Z ROBERT GARCIA 2515 VENTURE OAKS WAY 200 SACRAMENTO CA 95833 5478698 false X N/A X 1991 CA TO PROVIDE LEGAL REPRESENTATION IN ANY CIVIL AND CRIMINAL ACTION. 5 5 0 0 0 0 0 0 951471 941248 266822 -144255 0 0 1218293 796993 0 0 660317 701642 0 0 0 0 0 700257 734137 1360574 1435779 -142281 -638786 8731735 8361782 3029812 3346215 5701923 5015567 TO PROVIDE LEGAL REPRESENTATION IN ANY CIVIL AND CRIMINAL ACTION. false false PROVIDED LEGAL REPRESENTATION IN CIVIL AND CRIMINAL ACTIONS ARISING FROM AN ACT OR OMISSION WITHIN THE COURSE AND SCOPE OF EMPLOYMENT FOR APPROXIMATELY 30,000 MEMBERS. false false false false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 11 0 true 0 false false false false false false false false X 5 5 false true false false false false false true false false false true true true true true true false false false CA X DANIEL BEAMAN 9167796300 2515 VENTURE OAKS WAY NO 200 SACRAMENTO CA 95833 X X PATRICK DAY Trustee 5.0 5.0 X 0 0 0 STEVEN HERRERA TRUSTEE 5.0 5.0 X 0 0 0 CHRISTOPHER GALLYER Vice Chair 5.0 5.0 X 0 0 0 ROBERT GARCIA Board Chair 5.0 5.0 X X 0 0 0 SHANE HALL TRUSTEE 5.0 5.0 X 0 0 0 0 0 0 0 false false false CCPOA BENEFIT TRUST FUND 2515 VENTURE OAKS WAY NO 200 SACRAMENTO CA 95833 ADMIN & LEGAL FEES 911046 1 0 PARTICIPANT CONTRIBUTIONS 900099 941248 941248 941248 225159 225159 0 0 0 0 0 4312291 4681705 -369414 -369414 -369414 0 0 0 0 0 0 0 0 0 0 796993 941248 0 -144255 0 0 0 701642 0 0 0 0 0 0 632835 39000 20000 0 0 6459 12500 0 7588 0 0 0 4844 0 0 0 0 0 8127 PROFESSIONAL LICENSE & DUES 510 CONTINUING EDUCATION 2274 1435779 0 0 720067 547856 0 0 0 0 0 0 0 0 0 0 0 0 5313 1039 18624 18624 7999042 7811361 0 0 0 0 0 0 7313 1526 8731735 8361782 38812 117215 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2991000 3229000 3029812 3346215 X 0 0 0 0 5701923 5015567 5701923 5015567 8731735 8361782 -638786 -47570 X X false true X true false 18624 18624 0 0 0 LEGAL BENEFITS PAYABLE 3229000 3229000 X 742964 -47570 -47570 790534 6459 6459 796993 1191320 1191320 6459 238000 244459 1435779 PART XII, LINE 4B- OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF MARCH 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS APPOINTED CCPOA BENEFIT TRUST FUND OFFICE TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED AND SIGNED BY TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IF A PROPOSED TRANSACTION MIGHT CONSTITUTE A POTENTIAL CONFLICT OF INTEREST; TRUSTEES AND FUND COUNSEL WILL BE CONSULTED AND SHALL ADDRESS AND INDENTIFY THE SITUATION AND ITS POTENTIAL FOR PREVENTING AN UNBIASED OR OBJECTIVE DECISION BY THE TRUSTEE OF THE PLAN. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION B: THE CALIFORNIA CORRECTIONAL PEACE OFFICERS ASSOCIATION BENEFIT TRUST FUND (THE WELFARE PLAN) PAYS GENERAL AND ADMINISTRATIVE EXPENSES ON BEHALF OF THE PLAN. THE PLAN REIMBURSES THE WELFARE PLAN AN ESTIMATED AMOUNT MONTHLY. THE WELFARE PLAN PERFORMS AN ANNUAL ALLOCATION BASED UPON THE ACTUAL TIME THE WELFARE PLAN EMPLOYEES SPEND ON BEHALF OF THE PLAN. DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2022, THE PLAN REIMBURSED THE WELFARE PLAN $598,784. THE PLAN ALSO REIMBURSES THE WELFARE PLAN FOR A LEGAL EVALUATION ASSOCIATION ON BEHALF OF THE PLAN. THE AMOUNT PAID FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2022, TOTALED $312,262. FORM 990, PART XII LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CCPOA BENEFIT TRUST FUND 2515 VENTURE OAKS WAY 200 SACRAMENTO CA 95833 946459649 HEALTH,VIS,DE CA 501(C)(9) NA false CCPOA 755 RIVERPOINT DR WEST SACRAMENTO CA 95605 941490964 PROMOTE/NEGOT CA 501(C)(5) NA false false false false false false false false false false false false true false false true false false false CA CORR PEACE OFFICERS ASSOC BENEFIT TRUST FU M 632835 CASH CA CORR PEACE OFFICERS ASSOC BENEFIT TRUST FU P 299832 CASH PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: CALFORNIA CORRECTIONAL PEACE OFFICERS ASSOCIATION BENEFIT TRUST FUND EIN: 94-6459649 2515 VENTURE OAKS WAY, # 200 SACRAMENTO, CA 95833 PRIMARY ACTIVITY: TO PROVIDE DENTAL, VISION, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS. NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: CALFORNIA CORRECTIONAL PEACE OFFICERS ASSOCIATION EIN: 94-1490964 755 RIVERPOINT DR., WEST SACRAMENTO, CA 95605 PRIMARY ACTIVITY: TO PROMOTE THE CORRECTIONAL PEACE OFFICER PROFESSION & NEGOTIATION.