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Nonprofit · EIN 36-3079699

CLAIMS PREVENTION AND PROCEDURE COUNCIL

Tax-exempt · REDWOOD CITY, CA 94065

Financials

$223K$196K2023$205K$145K2024$169K$142K2025
Revenue Expenses · by fiscal year end
Financials of CLAIMS PREVENTION AND PROCEDURE COUNCIL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$168,531$141,501$27,030$133,271$0$133,271
December 31, 2024990$204,667$145,332$59,335$101,241-$5,000$106,241
December 31, 2023990$222,825$195,672$27,153$73,754$355$73,399
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$78,564
Membership dues
$78,564
Program service revenue
$89,967
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,527
Travel
$155
Program services (functional)
$51,648

Balance sheet and other

Total assets, start of year
$101,241
Total assets, end of year
$133,271
Total liabilities, end of year
$0
Net assets, end of year
$133,271
Gross receipts
$168,531
Employees
0
Volunteers
13
Year formed
1984
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Chuck RussellPresident
Trustee or director, Officer
0.5$0
Laura PungVice President
Trustee or director, Officer
0.5$0
Mimi MagdolenTresurer
Trustee or director, Officer
0.5$0
Kelly EllisSecretary
Trustee or director
0.5$0
Paul BakerDirector
Trustee or director
0.5$0
Joanne HartDirector
Trustee or director
0.5$0
Terry JiminezDirector
Trustee or director
0.5$0
Alan JobeDirector
Trustee or director
0.5$0
Pam JohnsonDirector
Trustee or director
0.5$0
Rafael LoeraDirector
Trustee or director
0.5$0
Heather LooneyDirector
Trustee or director
0.5$0
Amanda KostekDirector
Trustee or director
0.5$0
Eric VaughnDirector
Trustee or director
0.5$0
Jeff WaltonDirector
Trustee or director
0.5$0
Robert WrightSuddath Govt Services
Trustee or director
0.5$0
990 for the year ended December 31, 2024: 13 people
NameTitleHours / weekCompensation
Chuck RussellPresident
Trustee or director, Officer
0.5$0
Laura PungVice President
Trustee or director, Officer
0.5$0
Mimi MagdolenSecretary/Tresurer
Trustee or director, Officer
0.5$0
Kelly EllisSecretary
Trustee or director
0.5$0
Tamara BodnerDirector
Trustee or director
0.5$0
Joanne HartDirector
Trustee or director
0.5$0
Pam JohnsonDirector
Trustee or director
0.5$0
Rafael LoeraDirector
Trustee or director
0.5$0
Heather LooneyDirector
Trustee or director
0.5$0
Jessica RogersDirector
Trustee or director
0.5$0
Larissa SchulerDirector
Trustee or director
0.5$0
Jeff WaltonDirector
Trustee or director
0.5$0
Robert WrightDirector
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
HEIDI WATTIERPRESIDENT
Trustee or director, Officer
1.5$0
NATALIE HARRISONVICE PRESIDENT
Trustee or director, Officer
1$0
MIMI MAGDOLENSECRETARY/TREASURER
Trustee or director, Officer
1.5$0
KELLY ELLISDIRECTOR
Trustee or director
0.5$0
JOANNE HARTDIRECTOR
Trustee or director
0.5$0
PAM JOHNSONDIRECTOR
Trustee or director
0.5$0
HEATHER LOONEYDIRECTOR
Trustee or director
0.5$0
THERESA MUELLER-RODAKSDIRECTOR
Trustee or director
0.5$0
BRENDA MURRAYDIRECTOR
Trustee or director
0.5$0
LAURA PUNGDIRECTOR
Trustee or director
0.5$0
JESSICA ROGERSDIRECTOR
Trustee or director
0.5$0
CHUCK RUSSELLDIRECTOR
Trustee or director
0.5$0
TAMARA STARNESDIRECTOR
Trustee or director
0.5$0
ROBERT WRIGHTSDIRECTOR
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
356 MONTSERRAT DR, REDWOOD CITY, CA 94065-2806
Principal officer (990 for 2025)
Jeff Shelton, 356 Montserrat Drive, Redwood City, CA 94065
Signed the 990
Jeff Shelton, Executive Director
Phone
(812) 858-0575
Return prepared by
RC Freeman and Associates Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 36-3079699 or by the name CLAIMS PREVENTION AND PROCEDURE COUNCIL.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Education and Support Services for businesses filing claims.

990 for the year ended December 31, 2025

Program accomplishments

  • CPPC Claims Journal is a monthly publication that provides educational content to our members and usually allows us to promote our two annual events and allows us formal communication with membership with retainable research content for the future. This content serves 500 members.
    Expenses $5,579 · grants $15,478
  • CPPC workshop is an educational program that provides sessions on claim prevention, repair techniques, proper paperwork completion, basics of claims, international claims, military claims, social media instruction, net working opportunities, and current state of industry information.
    Expenses $26,587 · grants $38,515
  • CPPC convention is an educational program that provides session on claim prevention, repair techniques, proper paperwork completion, basic of claims, international claims, military claims, social media instruction, net working opportunities, and current state of industry information.
    Expenses $19,482 · grants $24,571

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
36-3079699
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1981
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$133,271
Income (IRS master file)
$168,531

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$168,531$141,501$133,271XML
990December 2024$204,667$145,332$101,241IRS
990December 2023$222,825$195,672$73,754XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––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 36-3079699).

Questions about CLAIMS PREVENTION AND PROCEDURE COUNCIL

What is the EIN of CLAIMS PREVENTION AND PROCEDURE COUNCIL?
The employer identification number (EIN) of CLAIMS PREVENTION AND PROCEDURE COUNCIL is 36-3079699.
Is CLAIMS PREVENTION AND PROCEDURE COUNCIL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1981.
Are donations to CLAIMS PREVENTION AND PROCEDURE COUNCIL tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CLAIMS PREVENTION AND PROCEDURE COUNCIL 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 CLAIMS PREVENTION AND PROCEDURE COUNCIL due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLAIMS PREVENTION AND PROCEDURE COUNCIL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CLAIMS PREVENTION AND PROCEDURE COUNCIL?
The 990 for the year ended December 31, 2025 names Jeff Shelton.
Who are the officers and directors of CLAIMS PREVENTION AND PROCEDURE COUNCIL?
The 990 for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
How much revenue does CLAIMS PREVENTION AND PROCEDURE COUNCIL have?
On its 990 for the year ended December 31, 2025 it reported revenue of $168,531, expenses of $141,501 and total assets of $133,271 at year end.

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