Nonprofit · EIN 68-6068469
INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA
Also known as OFFICERS RESEARCH ASS
Tax-exempt (reinstated) · SACRAMENTO, CA 95834
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $243,363,556 | $216,930,588 | $26,432,968 | $165,608,535 | $29,608,082 | $136,000,453 |
| December 31, 2023 | 990 | $196,396,207 | $200,603,584 | -$4,207,377 | $121,884,743 | $24,381,835 | $97,502,908 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $238,573,982
- Investment income
- $3,756,584
- Net gain from sales of assets
- $446,575
- Other revenue
- $1,032,990
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $207,979,822
- Compensation of officers, directors and key employees
- $375,380
- Other salaries and wages
- $1,336,281
- Salaries, compensation and benefits (total)
- $2,504,530
- Professional fundraising fees
- $0
- Legal fees
- $265,892
- Accounting fees
- $255,790
- Travel
- $45,541
- Depreciation
- $675,857
Balance sheet and other
- Total assets, start of year
- $121,884,743
- Total assets, end of year
- $165,608,535
- Total liabilities, end of year
- $29,608,082
- Net assets, end of year
- $136,000,453
- Land, buildings and equipment
- $9,411,972
- Publicly traded securities
- $105,716,534
- Gross receipts
- $244,463,877
- Employees
- 28
- Volunteers
- 7
- Year formed
- 1991
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARIA JIMENEZ | COO Officer | 40 | $375,380 | $79,397 |
| JODY BROWN | INSURANCE SERVICES MANAGER Highest-paid employee | 40 | $111,427 | $42,434 |
| STACIE RACHO-ORTIZ | HR AND OFFICE MANAGER Highest-paid employee | 40 | $108,980 | $43,353 |
| RICHARD BUSS | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| BRYAN HUBBARD | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| DUSTIN BRUZEE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| GARY FRACE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROGER GARCIA | TREASURER Trustee or director | 5 | $0 | $0 |
| CODY GREEN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| STEVE LATHAM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DAMON KURTZ | PRESIDENTS APPOINTEE-TERM.7/24 Trustee or director | 5 | $0 | $0 |
| FRANCO VADO | Trustee Trustee or director | 5 | $0 | $0 |
| DAVE WILSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOSH KIRTLAN | trustee - term. 5/24 Trustee or director | 5 | $0 | $0 |
| BENJAMIN THERRIAULT | PRESIDENTS APPOINTEE-EFF.8/24 Trustee or director | 5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHESSA MAITA | TRUSTEE - EFF.8/24 Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARIA JIMENEZ | coo Officer | 40 | $364,690 | $42,130 |
| JODY BROWN | INSURANCE SERVICES MANAGER Highest-paid employee | 40 | $107,684 | $37,658 |
| STACIE RACHO-ORTIZ | HR AND OFFICE MANAGER Highest-paid employee | 40 | $105,827 | $23,487 |
| RICHARD BUSS | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| BRYAN HUBBARD | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| DUSTIN BRUZEE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| GARY FRACE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| ROGER GARCIA | TREASURER Trustee or director | 5 | $0 | $0 |
| CODY GREEN | TRUSTEE Trustee or director | 5 | $0 | $0 |
| STEVE LATHAM | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DAMON KURTZ | PRESIDENTS APPOINTEE Trustee or director | 5 | $0 | $0 |
| FRANCO VADO | Trustee Trustee or director | 5 | $0 | $0 |
| DAVE WILSON | TRUSTEE Trustee or director | 5 | $0 | $0 |
| JOSH KIRTLAN | trustee - EFF. 02/2023 Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2960 ADVANTAGE WAY, SACRAMENTO, CA 95834-9666
- In care of
- % PORAC INSURANCE&BENEFITS TRU
- Principal officer (990 for 2024)
- ROGER GARCIA, 2960 ADVANTAGE WAY, SACRAMENTO, CA 95834
- Signed the 990
- ROGER GARCIA, TREASURER
- Phone
- (916) 928-3780
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 68-6068469 or by the name INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA.
- 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 DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, CANCER, ACCIDENT AND HOSPITAL BENEFITS TO MEMBERS.
Program accomplishments
- TO PROVIDE DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, CANCER, ACCIDENT AND HOSPITAL BENEFITS TO APPROXIMATELY 22,658 MEMBERS, THE CONTRIBUTIONS FOR WHICH ARE MADE BY MEMBERS, MEMBER ASSOCIATIONS AND IN SOME CASES BY MEMBERS EMPLOYERS, IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS. IN ADDITION, A MAJOR MEDICAL ADMINISTRATIVE SERVICES BENEFIT WAS ESTABLISHED ON JANUARY 1, 2018 AND BEGAN RECEIVING CONTRIBUTIONS AND PROVIDING BENEFITS FROM THIS TRUST. PREVIOUS TO THIS DATE, PARTICIPANTS WERE PART OF FULLY INSURED BENEFIT PLAN. ONLY AS OF JANUARY 1, 2018, DID THIS TRUST INCLUDE A SELF-INSURED MAJOR MEDICAL PLAN FOR SUCH PARTICIPANTS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 68-6068469
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $165,608,535
- Income (IRS master file)
- $244,463,877
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- June 9, 2011
- Reinstated
- Effective July 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $243,363,556 | $216,930,588 | $165,608,535 | XML |
| 990 | December 2023 | $196,396,207 | $200,603,584 | $121,884,743 | XML |
| 990 | December 2022 | $183,079,642 | $187,988,577 | $122,523,431 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 68-6068469).
Questions about INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA
- What is the EIN of INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA?
- The employer identification number (EIN) of INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA is 68-6068469.
- Is INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective July 15, 2011.
- Are donations to INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA 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 INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA?
- The 990 for the year ended December 31, 2024 names ROGER GARCIA.
- Who are the officers and directors of INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA?
- The 990 for the year ended December 31, 2024 lists 16 people; 3 received compensation from the organization, the highest $375,380 (MARIA JIMENEZ, COO).
- How much revenue does INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $243,363,556, expenses of $216,930,588 and total assets of $165,608,535 at year end.
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