Cause IQ organization profile

Ccpoa Benefit Trust Fund

Form 990s | Financials | Vendors | Personnel | Peers

Ccpoa Benefit Trust Fund is a fraternal society based in Sacramento, CA that was founded in 1987. As of 2018 they had $316 million in revenue and $182 million in assets.

Previous legal names or variations of their name include: Ccpoa Insurance Division Trust.

EIN:

94-6459649

City:

Sacramento

State:

California

NTEE:

Y40: Fraternal organizations

Website:

ccpoabtf.org

Type:

501(c)(9)

Revenue:

$316,575,031

Assets:

$182,614,336

Employees:

Fiscal year end:

March

Founded:

1987

Revenue trends:

Asset trends:

Form 990s for Ccpoa Benefit Trust Fund

Fiscal year ending	Date received by IRS	Form	PDF link
2018-03	Apr 15, 2019	990	View PDF
2017-03	Mar 14, 2018	990	View PDF
2015-03	Jul 8, 2016	990O	View PDF
2014-03	Feb 23, 2015	990O	View PDF
2013-03	Mar 18, 2014	990O	View PDF
...and three more Form 990 PDFs

Financials for Ccpoa Benefit Trust Fund

Field	2018	2017	% Change
Federated campaigns	$0	$0
Membership dues	$0	$0
Fundraising event contributions	$0	$0
Related organizations	$0	$0
Government grants (contributions)	$0	$0
Normal grants, contributions, etc.	$0	$0
Non-cash contributions	$0	$0
Program services	$306,326,430	$285,563,046	7.3%
Investment income and dividends	$2,166,152	$1,659,988	30.5%
Tax-exempt bond proceeds	$0	$0
Royalty revenue	$0	$0
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$507,843	$-7,792	6617.5%
Net income from fundraising events	$0	$0
Net income from gaming activities	$0	$0
Net income from sales of inventory	$0	$0
Miscellaneous revenues	$7,574,606	$7,207,671	5.1%
Total revenues	$316,575,031	$294,422,913	7.5%

Field	2018	2017	% Change
Grants to govts. and orgs. in USA	$0	$0
Grants to individuals in USA	$0	$0
Grants to govts., orgs., and individuals outside USA	$0	$0
Benefits paid to or for members	$291,030,472	$271,408,227	7.2%
Compensation of current officers, etc.	$1,026,946	$1,092,859	-6.0%
Compensation not included above, to disqualified persons	$0	$0
Non-officer salaries and wages	$2,420,446	$2,332,410	3.8%
Pension/retirement accruals and contributions	$456,845	$508,013	-10.1%
Other employee benefits	$0	$0
Payroll taxes	$184,763	$187,897	-1.7%
Management fees	$5,086,811	$4,802,000	5.9%
Legal fees	$192,919	$181,267	6.4%
Accounting fees	$60,972	$62,192	-2.0%
Lobbying fees	$0	$0
Pro. fundraising fees	$0	$0
Investment mgmt fees	$56,527	$54,951	2.9%
Other fee-for-service	$0	$0
Advertising and promotion	$0	$0
Office expenses	$112,885	$130,329	-13.4%
Information tech. expenses	$104,789	$107,282	-2.3%
Royalty expenses	$0	$0
Occupancy	$129,882	$130,999	-0.9%
Travel	$0	$0
Public official travel and entertainment	$0	$0
Conferences, meetings, etc.	$170,235	$160,935	5.8%
Interest	$0	$0
Payments to affiliates	$0	$0
Depreciation, amortization, etc.	$191,217	$193,809	-1.3%
Insurance	$176,548	$143,460	23.1%
All other expenses	$1,659,798	$1,500,084	10.6%
Total expenses	$303,062,055	$282,996,714	7.1%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$456,005	$14,878,313	-96.9%
Savings, short-term investments, etc.	$68,392,719	$62,554,235	9.3%
Pledges and grants receivable	$0	$0
Accounts receivable	$23,750,622	$5,373,803	342.0%
Loans receivable from officers, directors, etc.	$0	$0
Loans receivable from other disqualified persons	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$105,884	$95,329	11.1%
Buildings, equipment, etc. post-depreciation	$2,983,839	$3,146,751	-5.2%
Investments, publicly traded securities	$82,708,094	$77,438,342	6.8%
Investments, other securities	$0	$0
Investments, program-related	$0	$0
Intangible assets	$0	$0
Other assets	$4,217,173	$4,478,162	-5.8%
Total assets	$182,614,336	$167,964,935	8.7%

Field	2018	2017	% Change
Accounts payable and accrued expenses	$690,300	$691,267	-0.1%
Grants payable	$0	$0
Deferred revenue	$0	$0
Tax-exempt bond liabilities	$0	$0
Escrow or custodial account liability	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0
Other liabilities	$23,348,737	$23,102,388	1.1%
Total liabilities	$24,039,037	$23,793,655	1.0%

Field	2018	2017
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Ccpoa Benefit Trust Fund

Vendor	Services	Amount paid	Date
Vavrinektrineday and Co LLP	Tax accounting		2019-04-04
██████	Fundraising software		2018-05-22
███████ ███ ████	Fundraising software; Payment processing		2018-05-22
█████ ██████ ██████	Administration Fees	$295,298	2018-03-01
█████ ████████ ██████	Administration Fees	$210,448	2018-03-01
███████ ████	Legal; Legal Counsel	$158,586	2018-03-01
████████	Insurance		2017-03-31
███████████ ████	Custodial (securities)	$5,433	2017-03-31
...and 64 more vendors

Personnel at Ccpoa Benefit Trust Fund

Name	Title	Compensation	Most recent data
Kathleen Keefe	Chief Financial Officer	$145,603	March 31, 2018
Suman Jha	Chief Info Officer	$133,727	March 31, 2018
███████ ███████	Trustee	-	April 4, 2019

Peer fraternal organizations

	Name	Type	Revenue	Location
1	Western Teamsters Welfare Trust	501(c)(9)	$144 million	Pasadena, CA
2	Teamsters Benefit Trust	501(c)(9)	$319 million	Fremont, CA
3	Ascension Welfare Benefits Trust	501(c)(9)	$334 million	St Louis, MO
4	Affiliated Computers Services Funded Welfare Benefit Plan	501(c)(9)	$267 million	Florham Park, NJ
5	Northwest Sheet Metal Workers Welfare Fund	501(c)(9)	$89 million	Spokane, WA
6	Mondelez Global LLC Group Benefit Trust I	501(c)(9)	$146 million	New York, NY
7	New York Hotel Trades Council and Hotel Association of Nyc Health Benefits Fund	501(c)(9)	$515 million	New York, NY
8	Nyc District Council of Carpenters Welfare Fund	501(c)(9)	$483 million	New York, NY
9	Baptist Memorial Medical Ministries Employee Health and Welfare Trust	501(c)(9)	$136 million	Memphis, TN
10	Locals 302 and 612 International Union of Op Eng Const Ind Health and Security Plan	501(c)(9)	$147 million	Seattle, WA
11	Ny44 Health Benefits Plan Trust	501(c)(9)	$272 million	West Seneca, NY
12	Sonoco Employees Benefit Trust	501(c)(9)	$109 million	Hartsville, SC
13	Teachers Health Trust	501(c)(9)	$169 million	Las Vegas, NV
14	Operating Engineers Local 139 Health Benefit Fund	501(c)(9)	$141 million	Pewaukee, WI
15	Egyptian Area Schools Employee Benefit Trust	501(c)(9)	$83 million	Shiloh, IL
16	AAFES Retiree VEBA	501(c)(9)	$176 million	Dallas, TX
17	Oregon Teamster Employers Trust	501(c)(9)	$180 million	Portland, OR
18	Iatse National Health and Welfare Fund	501(c)(9)	$274 million	New York, NY
19	SEIU Healthcare NW Health Benefits Trust	501(c)(9)	$239 million	Seattle, WA
20	Concordia Health Plan	501(c)(9)	$246 million	St Louis, MO
21	Independent Colleges and Universities Benefits Association (ICUBA)	501(c)(9)	$90 million	Orlando, FL
22	Employee Benefit Trust of Bank of	501(c)(9)	$163 million	Pittsburgh, PA
23	Line Construction Benefit Fund	501(c)(9)	$536 million	Lombard, IL
24	Laborers' District Council of Western Pennsylvania Welfare Fund	501(c)(9)	$124 million	Pittsburgh, PA
25	Duke Energy Corp Welfare Benefits Trust VEBA I	501(c)(9)	$379 million	Pittsburgh, PA

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