Nonprofit · EIN 46-7470544
CAL POLY CORPORATION VEBA TR
Also known as RON WEAVER TTEE
Tax-exempt · SAN LUIS OBISPO, CA 93407
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,554,276 | $1,944,875 | -$390,599 | $28,761,371 | $13,818 | $28,747,553 |
| June 30, 2024 | 990 | $1,591,683 | $1,694,380 | -$102,697 | $27,311,887 | $28,458 | $27,283,429 |
| June 30, 2023 | 990 | $1,105,368 | $1,488,596 | -$383,228 | $26,247,713 | $13,988 | $26,233,725 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $377,165
- Investment income
- $1,177,111
- Net gain from sales of assets
- $275,276
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,868,286
- Compensation of officers, directors and key employees
- $5,293
- Salaries, compensation and benefits (total)
- $5,293
- Professional fundraising fees
- $0
- Accounting fees
- $14,650
Balance sheet and other
- Total assets, start of year
- $27,311,887
- Total assets, end of year
- $28,761,371
- Total liabilities, end of year
- $13,818
- Net assets, end of year
- $28,747,553
- Publicly traded securities
- $28,519,465
- Gross receipts
- $5,726,530
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2014
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN BANFIELD | CHIEF ADMINISTRATOR Trustee or director, Officer | 1 | $0 | $248,590 | $41,536 |
| TIFFANY KRAMLICH | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $175,035 | $25,765 |
| RUSSELL MONTEATH | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $139,718 | $39,916 |
| ERIN SCHERER | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $129,248 | $36,211 |
| JOE ALVES | SECRETARY Trustee or director, Officer | 1 | $0 | $121,222 | $38,397 |
| JILL CONNELLY | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $103,545 | $38,811 |
| JULIA PEREZ | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $99,707 | $37,201 |
| US BANK INST'L TRUST & CUSTODY | TRUSTEE, NONVOTING Institutional trustee | 1 | $5,293 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN BANFIELD | CHIEF ADMINISTRATOR Trustee or director, Officer | 1 | $0 | $231,651 | $36,658 |
| TIFFANY KRAMLICH | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $170,487 | $23,020 |
| JOE ALVES | SECRETARY Trustee or director, Officer | 1 | $0 | $122,657 | $33,824 |
| RUSSELL MONTEATH | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $129,722 | $14,468 |
| JULIA PEREZ | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $88,468 | $31,091 |
| US BANK INST'L TRUST & CUSTODY | TRUSTEE, NONVOTING Institutional trustee | 1 | $5,132 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN BANFIELD | CHIEF ADMINISTRATOR Trustee or director, Officer | 1 | $0 | $200,375 | $31,737 |
| UMUT BROWN | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $107,500 | $29,022 |
| JOE ALVES | SECRETARY Trustee or director, Officer | 1 | $0 | $99,862 | $28,407 |
| RUSSELL MONTEATH | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $116,805 | $10,894 |
| JENNIFER WHARTON PART YR-0822 | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $100,248 | $20,554 |
| JULIA PEREZ | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $76,700 | $25,961 |
| JODI BLOCK PART YR-0822 | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $88,627 | $13,090 |
| TIFFANY KRAMLICH | CPC BENEFITS COMMITTEE MBR Trustee or director | 1 | $0 | $37,552 | $5,946 |
| US BANK INST'L TRUST & CUSTODY | TRUSTEE, NONVOTING Institutional trustee | 1 | $5,075 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- CORPORATION ADMIN BUILDING 15, SAN LUIS OBISPO, CA 93407-0000
- In care of
- % RON WEAVER
- Principal officer (990 for 2024)
- DAN BANFIELD, CORPORATION ADMIN BUILDING 15, SAN LUIS OBISPO, CA 93407
- Signed the 990
- DAN BANFIELD, CHIEF ADMINISTRATOR
- Phone
- (805) 756-5031
- Return prepared by
- GLENN BURDETTE
California records
California keeps its own records of charities and corporations. Search them by EIN 46-7470544 or by the name CAL POLY CORPORATION VEBA TR.
- 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 AN ENTITY FOR PAYING FUNDS FOR CERTAIN OTHER POST-EMPLOYMENT BENEFITS ON BEHALF OF ELIGIBLE RETIREES AND THEIR DEPENDENTS.
Program accomplishments
- PAYING CERTAIN OTHER POST-EMPLOYMENT BENEFITS ON BEHALF OF ELIGIBLE RETIREES AND THEIR DEPENDENTS.
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
- 46-7470544
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $28,761,371
- Income (IRS master file)
- $5,726,530
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,554,276 | $1,944,875 | $28,761,371 | IRS |
| 990 | June 2024 | $1,591,683 | $1,694,380 | $27,311,887 | IRS |
| 990 | June 2023 | $1,105,368 | $1,488,596 | $26,247,713 | XML |
| 990 | June 2022 | $1,332,458 | $1,469,037 | $25,988,991 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 46-7470544).
Questions about CAL POLY CORPORATION VEBA TR
- What is the EIN of CAL POLY CORPORATION VEBA TR?
- The employer identification number (EIN) of CAL POLY CORPORATION VEBA TR is 46-7470544.
- Is CAL POLY CORPORATION VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
- Are donations to CAL POLY CORPORATION VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CAL POLY CORPORATION VEBA TR 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 CAL POLY CORPORATION VEBA TR 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 CAL POLY CORPORATION VEBA TR 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 CAL POLY CORPORATION VEBA TR?
- The 990 for the year ended June 30, 2025 names DAN BANFIELD.
- Who are the officers and directors of CAL POLY CORPORATION VEBA TR?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization.
- How much revenue does CAL POLY CORPORATION VEBA TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,554,276, expenses of $1,944,875 and total assets of $28,761,371 at year end.
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