Nonprofit · EIN 94-3038681
OPOA RETENTION BENEFIT PLAN
Tax-exempt · OAKLAND, CA 94607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $943,982 | $1,076,335 | -$132,353 | $10,481,255 | $24,827 | $10,456,428 |
| June 30, 2024 | 990 | $1,548,717 | $1,045,309 | $503,408 | $10,287,748 | $288,581 | $9,999,167 |
| June 30, 2023 | 990 | $911,277 | $1,038,179 | -$126,902 | $9,856,064 | $20,871 | $9,835,193 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $578,800
- Investment income
- $365,182
- Net gain from sales of assets
- -$1,130
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $890,222
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $19,500
- Accounting fees
- $9,850
- Program services (functional)
- $1,076,335
Balance sheet and other
- Total assets, start of year
- $10,287,748
- Total assets, end of year
- $10,481,255
- Total liabilities, end of year
- $24,827
- Net assets, end of year
- $10,456,428
- Publicly traded securities
- $10,330,156
- Net assets without donor restrictions
- $10,456,428
- Gross receipts
- $943,982
- Employees
- 0
- 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 |
|---|---|---|---|
| Bob Nichelini | Chairman Trustee or director, Officer | 1 | $0 |
| Burney Matthews | Trustee Trustee or director | 1 | $0 |
| Rudy Villegas | Trustee Trustee or director | 1 | $0 |
| Tim Dolan | Trustee Trustee or director | 1 | $0 |
| Tim DeLa Vega | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bob Nichelini | Chairman Trustee or director, Officer | 1 | $0 |
| Burney Matthews | Trustee Trustee or director | 1 | $0 |
| Rudy Villegas | Trustee Trustee or director | 1 | $0 |
| Tim Dolan | Trustee Trustee or director | 1 | $0 |
| Tim DeLa Vega | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bob Nichelini | Chairman Trustee or director, Officer | 1 | $0 |
| Burney Matthews | Trustee Trustee or director | 1 | $0 |
| Rudy Villegas | Trustee Trustee or director | 1 | $0 |
| Marcel Patterson | Trustee Trustee or director | 1 | $0 |
| Tim DeLa Vega | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 555 5TH ST, OAKLAND, CA 94607-3500
- Signed the 990
- Robert Nichelini, Chairman
- Phone
- (510) 834-9670
- Return prepared by
- ALTIUS
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3038681 or by the name OPOA RETENTION BENEFIT PLAN.
- 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
Provide health and other benefits to members.
Program accomplishments
- Administration of medical, dental, and life insurance for members. Administration of medical and dependent care reimbursement plan.Expenses $1,076,334
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
- 94-3038681
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,481,255
- Income (IRS master file)
- $943,982
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $943,982 | $1,076,335 | $10,481,255 | XML |
| 990 | June 2024 | $1,548,717 | $1,045,309 | $10,287,748 | XML |
| 990 | June 2023 | $911,277 | $1,038,179 | $9,856,064 | XML |
| 990 | June 2022 | $1,168,303 | $935,857 | $9,842,103 | 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 94-3038681).
Questions about OPOA RETENTION BENEFIT PLAN
- What is the EIN of OPOA RETENTION BENEFIT PLAN?
- The employer identification number (EIN) of OPOA RETENTION BENEFIT PLAN is 94-3038681.
- Is OPOA RETENTION BENEFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to OPOA RETENTION BENEFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPOA RETENTION BENEFIT PLAN 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 OPOA RETENTION BENEFIT PLAN 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 OPOA RETENTION BENEFIT PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of OPOA RETENTION BENEFIT PLAN?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does OPOA RETENTION BENEFIT PLAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $943,982, expenses of $1,076,335 and total assets of $10,481,255 at year end.
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