Nonprofit · EIN 20-6303493
OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST
Also known as SCHMALHOFER BERNHARD TTEE
Tax-exempt · MUKILTEO, WA 98275
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,132,302 | $1,876,556 | $2,255,746 | $45,191,033 | $32,118 | $45,158,915 |
| June 30, 2024 | 990 | $2,967,043 | $1,673,965 | $1,293,078 | $40,657,077 | $36,089 | $40,620,988 |
| June 30, 2023 | 990 | $3,027,977 | $1,409,641 | $1,618,336 | $34,806,972 | $44,863 | $34,762,109 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,927,054
- Investment income
- $2,205,248
- Net gain from sales of assets
- $1,244,898
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,635,340
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $42,838
- Accounting fees
- $28,550
Balance sheet and other
- Total assets, start of year
- $40,657,077
- Total assets, end of year
- $45,191,033
- Total liabilities, end of year
- $32,118
- Net assets, end of year
- $45,158,915
- Publicly traded securities
- $44,451,136
- Gross receipts
- $15,721,880
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2004
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW PINKSTAFF | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MICHAEL THOMAS | SECRETARY (THRU 09/24) Trustee or director, Officer | 1 | $0 |
| CAREY EVERHART | SECRETARY (AS OF 09/24) Trustee or director, Officer | 1 | $0 |
| MIKE BLANCHARD | TRUSTEE (THRU 09/24) Trustee or director | 1 | $0 |
| JONATHAN MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| JIM SEITZ | TRUSTEE Trustee or director | 1 | $0 |
| ALEX SMITH | TRUSTEE (AS OF 09/24) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW PINKSTAFF | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MICHAEL THOMAS | SECRETARY Trustee or director, Officer | 1 | $0 |
| MIKE BLANCHARD | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| JIM SEITZ | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW PINKSTAFF | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MICHAEL THOMAS | SECRETARY Trustee or director, Officer | 1 | $0 |
| MIKE BLANCHARD | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| JIM SEITZ | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12121 HARBOUR REACH DR STE 105, MUKILTEO, WA 98275-5314
- In care of
- % DELTA HEALTH SYSTEMS
- Principal officer (990 for 2024)
- CAREY EVERHART, C/O OXNARD PD 251 S C ST, OXNARD, CA 93030
- Signed the 990
- CAREY EVERHART, CHAIRMAN
- Phone
- (833) 468-4659
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
NONE
Program accomplishments
- IN THE CURRENT PLAN YEAR, THE TRUST PROVIDED FOR REIMBURSEMENTS TO 115 RETIRED BENEFICIARIES OF HEALTH INSURANCE PREMIUMS PAID BY THE BENEFICIARY.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-6303493
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $45,191,033
- Income (IRS master file)
- $15,721,880
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,132,302 | $1,876,556 | $45,191,033 | XML |
| 990 | June 2024 | $2,967,043 | $1,673,965 | $40,657,077 | XML |
| 990 | June 2023 | $3,027,977 | $1,409,641 | $34,806,972 | XML |
| 990 | June 2022 | $3,991,039 | $1,055,840 | $31,192,550 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 20-6303493).
Questions about OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST
- What is the EIN of OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST?
- The employer identification number (EIN) of OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST is 20-6303493.
- Is OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL 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 OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST?
- The 990 for the year ended June 30, 2025 names CAREY EVERHART.
- Who are the officers and directors of OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does OXNARD PEACE OFFICERS ASSOCIATION RETIREE MEDICAL TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,132,302, expenses of $1,876,556 and total assets of $45,191,033 at year end.
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