CCPOA BENEFIT TRUST FUND

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

ROBERT GARCIA

Phone

9167796300

Tax Period

2024-04-01 to 2025-03-31

CCPOA BENEFIT TRUST FUND, founded in 1987, is a major nonprofit that reported $373.1M in total revenue in fiscal year 2024. Expenses of $354.7M left a modest 5% surplus.

Mission

TO PROVIDE CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

PROVIDED CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS FOR 26,876 ACTIVE EMPLOYEES AND 16,727 RETIREES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $358,385,463

Investment Income $12,967,380

Other Revenue $1,777,332

TOTAL REVENUE $373,130,175

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,312,737

Fundraising Expenses $0

Other Expenses $9,606,207

TOTAL EXPENSES $354,744,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$373,130,175	$359,429,652	+0.0%
Expenses	$354,744,365	$341,075,245	+0.0%
Net Income	$18,385,810	$18,354,407	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$308,208

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Beaman	ADMINISTRATOR	40.0	Key Emp	$267,481	$40,727	$308,208
Guadalupe Ruiz	CFO	40.0	Highest	$239,635	$62,993	$302,628
James Baumiller	ASSISTANT ADMIN	40.0	Highest	$220,516	$68,703	$289,219
Shana Powell	DIRECTOR OF OPERATIONS	40.0	Highest	$129,180	$102,619	$231,799
Benjamin Sybesma	LDF LEGAL ADMINISTRATOR	40.0	Highest	$268,733	$-40,132	$228,601
Peter Sands	IT MANAGER	40.0	Highest	$115,090	$40,089	$155,179
Robert Garcia	CHAIR	5.0	Director	$0	$0	$0
Christopher Gallyer	VICE CHAIR	5.0	Director	$0	$0	$0
Ester Rodriguez	TRUSTEE	5.0	Director	$0	$0	$0
Humberto Carrillo	TRUSTEE	5.0	Director	$0	$0	$0
Bert Gutierrez	TRUSTEE (EFF 01/01/2025)	5.0	Director	$0	$0	$0
SHANE HALL	TRUSTEE (THRU 12/31/2024)	5.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$373,130,175	$354,744,365	$301,648,310	$18,385,810
2024	$359,429,652	$341,075,245	$284,673,042	$18,354,407
2023	$350,337,686	$335,986,417	$262,857,480	$14,351,269
2022	$347,227,931	$333,228,789	$257,150,998	$13,999,142
2021	$342,523,082	$324,221,995	$251,585,522	$18,301,087
2020	$334,141,474	$322,025,186	$223,123,930	$12,116,288
2019	$328,072,014	$316,405,295	$191,606,512	$11,666,719
2018	$316,575,031	$303,062,055	$182,614,336	$13,512,976