Nonprofit · EIN 95-6995453
CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR
Also known as FALLON JOHN W TTEE
Tax-exempt · PASADENA, CA 91107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $143,394,341 | $143,225,387 | $168,954 | $56,440,736 | $11,719,956 | $44,720,780 |
| December 31, 2023 | 990 | $123,311,500 | $123,260,755 | $50,745 | $52,765,236 | $10,142,065 | $42,623,171 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $141,274,191
- Investment income
- $1,869,879
- Net rental income
- $250,271
- Net gain from sales of assets
- -$146,125
- Other revenue
- $250,271
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $141,243,682
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $7,500
- Accounting fees
- $24,012
- Depreciation
- $76,905
Balance sheet and other
- Total assets, start of year
- $52,765,236
- Total assets, end of year
- $56,440,736
- Total liabilities, end of year
- $11,719,956
- Net assets, end of year
- $44,720,780
- Land, buildings and equipment
- $3,519,997
- Publicly traded securities
- $37,641,116
- Gross unrelated business income
- $250,271
- Gross receipts
- $145,243,608
- Employees
- 0
- Year formed
- 1995
- 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 |
|---|---|---|---|
| BARBAREE HARDY | Secretary Trustee or director | 0 | $0 |
| RAY CASTELLANOS | Trustee Trustee or director | 0 | $0 |
| BARBARA VOLZ | Treasurer Trustee or director | 0 | $0 |
| LISA ANDRES | Vice Chairman Trustee or director | 0 | $0 |
| NELSON MANABAT | Chairman Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBAREE HARDY | Secretary Trustee or director | 0 | $0 |
| RAY CASTELLANOS | Trustee Trustee or director | 0 | $0 |
| BARBARA VOLZ | Treasurer Trustee or director | 0 | $0 |
| LISA ANDRES | Vice Chairman Trustee or director | 0 | $0 |
| NELSON MANABAT | Chairman Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3018 E COLORADO BLVD 200, PASADENA, CA 91107-3840
- Signed the 990
- NELSON MANABAT, Chairman
- Phone
- (626) 243-0340
- Website
- WWW.CAPEUNION.ORG
- Return prepared by
- Haynie & Company CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6995453 or by the name CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT 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
THE BENEFIT TRUST EXISTS TO PROVIDE LIFE, DISABILITY, ACCIDENT, DENTAL, HEALTH AND ANY OTHER INSURANCE DEEMED NECESSARY FOR ACTIVE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- THE BENEFIT TRUST PROVIDED LIFE, DISABILITY, ACCIDENT, DENTAL, HEALTH AND ANY OTHER INSURANCE DEEMED NECESSARY FOR ACTIVE PARTICIPANTS 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 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
- 95-6995453
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $56,440,736
- Income (IRS master file)
- $145,243,608
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $143,394,341 | $143,225,387 | $56,440,736 | XML |
| 990 | December 2023 | $123,311,500 | $123,260,755 | $52,765,236 | XML |
| 990 | December 2022 | $122,437,305 | $120,196,750 | $50,899,208 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 95-6995453).
Questions about CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR
- What is the EIN of CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR?
- The employer identification number (EIN) of CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR is 95-6995453.
- Is CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT 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 CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR 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 CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA ASSOC OF PROFESSIONAL EMPLOYEES BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $143,394,341, expenses of $143,225,387 and total assets of $56,440,736 at year end.
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