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Nonprofit · EIN 77-0327914

SJPOA LEGAL DEFENSE FUND TRUST

Tax-exempt · SAN JOSE, CA 95112

Financials

$113K$215K2022$207K$1.4M2023$378K$1.2M2024
Revenue Expenses · by fiscal year end
Financials of SJPOA LEGAL DEFENSE FUND TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$378,420$1,171,310-$792,890$1,412,668$110,162$1,302,506
December 31, 2023990 (amended)$207,221$1,402,014-$1,194,793$1,969,141$58,288$1,910,853
December 31, 2022990 (amended)$112,855$215,379-$102,524$2,777,378$173,566$2,603,812
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$349,085
Investment income
$29,335
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,026,896
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$101,767
Accounting fees
$29,225
Program services (functional)
$1,171,310

Balance sheet and other

Total assets, start of year
$1,969,141
Total assets, end of year
$1,412,668
Total liabilities, end of year
$110,162
Net assets, end of year
$1,302,506
Net assets without donor restrictions
$1,302,506
Gross receipts
$378,420
Employees
0
Volunteers
0
Year formed
1987
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.

NameTitleHours / weekCompensation
KIETH NEUMERDIRECTOR
Trustee or director
0$0
GEORGINA BARAJASDIRECTOR
Trustee or director
0$0
THEODORE DAVISDIRECTOR
Trustee or director
0$0
ANTHONY KILMERDIRECTOR
Trustee or director
0$0
JASON BALBIANIDIRECTOR
Trustee or director
0$0
ROBERT LABARBARADIRECTOR
Trustee or director
0$0
RYAN FERGUSONDIRECTOR
Trustee or director
0$0
JOHN MOUTZOURIDISDIRECTOR
Trustee or director
0$0
SEBASTIAN WISNIEWSKIDIRECTOR
Trustee or director
0$0
KESTON FRANKLINDIRECTOR
Trustee or director
0$0
ASHLEY TRAVAGLIONEDIRECTOR
Trustee or director
0$0
STEVE SLACKPRESIDENT
Officer
0$0
DAVID WOOLSEYSERGEANT AT ARMS
Officer
0$0
DAVID WILSONCFO
Officer
0$0
CAT ALVAREZVICE PRESIDENT
Officer
0$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
CATHERINE ALVAREZDIRECTOR
Trustee or director
0$0
GEORGINA BARAJASDIRECTOR
Trustee or director
0$0
THEODORE DAVISDIRECTOR
Trustee or director
0$0
ANTHONY KILMERDIRECTOR
Trustee or director
0$0
STEVE SLACKVICE PRESIDENT
Trustee or director
0$0
AIDAN GUYDIRECTOR
Trustee or director
0$0
ROBERT LABARBERADIRECTOR
Trustee or director
0$0
RYAN FERGUSONDIRECTOR
Trustee or director
0$0
JOHN MOUTZOURIDISDIRECTOR
Trustee or director
0$0
SEBASTIAN WISNEWSKIDIRECTOR
Trustee or director
0$0
KESTON FRANKLINDIRECTOR
Trustee or director
0$0
ASHLEY TRAVAGLIONEDIRECTOR
Trustee or director
0$0
SEAN PRITCHARDPRESIDENT
Officer
0$0
DAVID WOOLSEYSGT AT ARMS
Officer
0$0
DAVID WILSONCFO
Officer
0$0
990 for the year ended December 31, 2022: 5 people
NameTitleHours / weekCompensation
DAVID WILSONTRUSTEE
Trustee or director
0$0
RICK DELISSERTRUSTEE
Trustee or director
0$0
GREG CONNOLLYTRUSTEE
Trustee or director
0$0
ANTHONY KILMERTRUSTEE
Trustee or director
0$0
STEVE SLACKTRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
1151 N 4TH ST, SAN JOSE, CA 95112-4945
Principal officer (990 for 2024)
DAVID WOOLSEY, 1151 NORTH FOURTH STREET, SAN JOSE, CA 95112
Signed the 990
DAVID WOOLSEY, CFO
Phone
(408) 298-1133
Return prepared by
CNACPA PC

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0327914 or by the name SJPOA LEGAL DEFENSE FUND TRUST.

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

Mission

LEGAL REPRESENTATION FOR MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDES LEGAL SERVICE BENEFITS FOR ALL OF ITS MEMBERS RESULTING FROM ACTS OR OMISSIONS OCCURRING WHILE A PLAN PARTICIPANT IS ON DUTY.
    Expenses $1,171,310

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
77-0327914
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,412,668
Income (IRS master file)
$378,420

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$378,420$1,171,310$1,412,668XML
990December 2023$207,221$1,402,014$1,969,141XML
990December 2022$112,855$215,379$2,777,378XML
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 77-0327914).

Questions about SJPOA LEGAL DEFENSE FUND TRUST

What is the EIN of SJPOA LEGAL DEFENSE FUND TRUST?
The employer identification number (EIN) of SJPOA LEGAL DEFENSE FUND TRUST is 77-0327914.
Is SJPOA LEGAL DEFENSE FUND TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
Are donations to SJPOA LEGAL DEFENSE FUND TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SJPOA LEGAL DEFENSE FUND 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 SJPOA LEGAL DEFENSE FUND TRUST 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 SJPOA LEGAL DEFENSE FUND TRUST 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 SJPOA LEGAL DEFENSE FUND TRUST?
The 990 for the year ended December 31, 2024 names DAVID WOOLSEY.
Who are the officers and directors of SJPOA LEGAL DEFENSE FUND TRUST?
The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
How much revenue does SJPOA LEGAL DEFENSE FUND TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $378,420, expenses of $1,171,310 and total assets of $1,412,668 at year end.

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