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Cal Poly Corporation Veba Tr

Ron Weaver Ttee
  • San Luis Obispo, CA
  • Tax-exempt since Feb. 2015
  • EIN: 46-7470544

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.11M (2023)

Expenses
$1.49M (2023)

Total Assets
$26.2M (2023)

Total Liabilities
$14k (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,105,368
Expenses
$1,488,596
Net Income
-$383,228
Net Assets
$26,233,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $335,744
30.4%
Investment Income $767,135
69.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,489
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,075
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,247,713
Total Liabilities $13,988
Net Assets $26,233,725
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $5,075 $0 $0
Dan Banfield (Chief Administrator) $0 $200,375 $31,737
Joe Alves (Secretary) $0 $99,862 $28,407
Jodi Block Part Yr 0822 (Cpc Benefits Committee Mbr) $0 $88,627 $13,090
Umut Brown (Cpc Benefits Committee Mbr) $0 $107,500 $29,022
Tiffany Kramlich (Cpc Benefits Committee Mbr) $0 $37,552 $5,946
Russell Monteath (Cpc Benefits Committee Mbr) $0 $116,805 $10,894
Julia Perez (Cpc Benefits Committee Mbr) $0 $76,700 $25,961
Jennifer Wharton Part Yr 0822 (Cpc Benefits Committee Mbr) $0 $100,248 $20,554
+ View more people

Document Links

990
Filed on May 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,332,458
Expenses
$1,469,037
Net Income
-$136,579
Net Assets
$25,921,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $392,013
29.4%
Investment Income $657,827
49.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $282,618
21.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,478
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,988,991
Total Liabilities $67,392
Net Assets $25,921,599
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $5,478 $0 $0
Dan Banfield (Chief Administrator) $0 $189,247 $28,118
Joe Alves (Secretary) $0 $85,680 $23,968
Jodi Block (Cpc Benefits Committee Mbr) $0 $105,016 $16,272
Jason Marchese (Cpc Benefits Committee Mbr) $0 $149,329 $32,874
Russell Monteath (Cpc Benefits Committee Mbr) $0 $103,941 $11,348
Julia Perez (Cpc Benefits Committee Mbr) $0 $63,478 $20,070
Umut Spanton (Cpc Benefits Committee Mbr) $0 $89,806 $20,485
Jennifer Wharton (Cpc Benefits Committee Mbr) $0 $120,734 $27,230
+ View more people

Document Links

990
Filed on May 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,683,490
Expenses
$1,519,942
Net Income
$163,548
Net Assets
$30,608,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $478,753
28.4%
Investment Income $601,466
35.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $603,271
35.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,273
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,636,887
Total Liabilities $28,599
Net Assets $30,608,288
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $5,273 $0 $0
Dan Banfield (Chief Administrator) $0 $180,942 $33,319
Joe Alves (Secretary) $0 $89,001 $26,579
Jodi Block (Cpc Benefits Committee Mbr) $0 $113,107 $19,151
Jason Marchese (Cpc Benefits Committee Mbr) $0 $158,553 $38,309
Russell Monteath (Cpc Benefits Committee Mbr) $0 $94,562 $30,216
Jennifer Wharton (Cpc Benefits Committee Mbr) $0 $131,211 $26,840
+ View more people

Document Links

990
Filed on May 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,569,536
Expenses
$1,577,173
Net Income
-$7,637
Net Assets
$25,653,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $451,320
28.8%
Investment Income $826,978
52.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $291,238
18.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,110
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,667,490
Total Liabilities $14,030
Net Assets $25,653,460
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $5,110 $0 $0
Dan Banfield (Chief Administrator) $0 $166,045 $32,661
Joe Alves (Secretary) $0 $86,067 $23,290
Jodi Block (Cpc Benefits Committee Mbr) $0 $93,609 $16,880
Jason Marchese (Cpc Benefits Committee Mbr) $0 $132,996 $38,072
Russell Monteath (Cpc Benefits Committee Mbr) $0 $91,442 $29,310
Jennifer Wharton (Cpc Benefits Committee Mbr) $0 $114,713 $26,407
+ View more people

Document Links

990
Filed on May 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,484,354
Expenses
$1,593,282
Net Income
$891,072
Net Assets
$26,211,684
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $594,645
23.9%
Investment Income $686,434
27.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,203,275
48.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,039
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,212,099
Total Liabilities $415
Net Assets $26,211,684
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $5,039 $0 $0
Dan Banfield (Chief Administrator) $0 $159,287 $31,775
Joe Alves (Secretary) $0 $78,050 $27,634
Jodi Block (Cpc Benefits Committee Mbr) $0 $83,118 $15,091
Jason Marchese (Cpc Benefits Committee Mbr) $0 $108,601 $35,255
Russell Monteath (Cpc Benefits Committee Mbr) $0 $88,172 $27,490
Jennifer Wharton (Cpc Benefits Committee Mbr) $0 $0 $0
+ View more people

Document Links

990
Filed on July 11, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,261,751
Expenses
$1,484,621
Net Income
-$222,870
Net Assets
$25,652,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $492,280
39.0%
Investment Income $567,712
45.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $201,759
16.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,640
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,665,764
Total Liabilities $12,785
Net Assets $25,652,979
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $4,640 $0 $0
Dan Banfield (Chief Administrator) $0 $149,989 $35,319
Joe Alves (Secretary) $0 $74,625 $29,792
Kacey Chun (Cpc Benefits Committee Mbr) $0 $145,275 $15,619
Starr Lee Part Year (Cpc Benefits Committee Mbr) $0 $132,280 $35,768
Mike Thornton (Cpc Benefits Committee Mbr) $0 $127,172 $22,196
+ View more people

Document Links

990
Filed on May 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,050,495
Expenses
$1,202,425
Net Income
-$151,930
Net Assets
$25,119,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $296,314
28.2%
Investment Income $579,533
55.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $174,648
16.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,010
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,141,745
Total Liabilities $22,164
Net Assets $25,119,581
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $5,010 $0 $0
Dan Banfield (Chief Administrator) $0 $118,240 $37,698
Joe Alves (Secretary) $0 $69,917 $30,631
Kacey Chun (Cpc Benefits Committee Mbr) $0 $124,464 $18,017
Starr Lee (Cpc Benefits Committee Mbr) $0 $151,003 $44,734
Mike Thornton (Cpc Benefits Committee Mbr) $0 $130,571 $26,599
+ View more people

Document Links

990
Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,598,477
Expenses
$1,164,666
Net Income
$1,433,811
Net Assets
$23,556,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,188,695
84.2%
Investment Income $710,923
27.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$301,141
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,060
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,572,470
Total Liabilities $16,307
Net Assets $23,556,163
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $5,060 $0 $0
Dan Banfield (Chief Administrator) $0 $131,207 $34,236
Ron Weaver (Chief Administrator (Part Year)) $0 $59,219 $12,317
Joe Alves (Secretary) $0 $66,282 $28,711
Kacey Chun (Cpc Benefits Committee Mbr) $0 $114,854 $16,747
Starr Lee (Cpc Benefits Committee Mbr) $0 $134,198 $37,284
Mike Thornton (Cpc Benefits Committee Mbr) $0 $126,691 $24,428
+ View more people

Document Links

990
Filed on Feb. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,557,114
Expenses
$1,024,585
Net Income
$5,532,529
Net Assets
$22,433,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,020,115
91.8%
Investment Income $485,421
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $51,578
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,996
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,446,396
Total Liabilities $12,506
Net Assets $22,433,890
Compensation
Key Employees and Officers Compensation Related Other
Us Bank Inst'l Trust & Custody (Trustee, Nonvoting) $4,996 $0 $0
Dan Banfield (Chief Administrator) $0 $0 $0
Ron Weaver (Chief Administrator (Part Year)) $0 $92,013 $17,892
Joe Alves (Secretary) $0 $57,301 $24,500
Kacey Chun (Cpc Benefits Committee Mbr) $0 $90,086 $13,608
Starr Lee (Cpc Benefits Committee Mbr) $0 $124,775 $32,103
Mike Thornton (Cpc Benefits Committee Mbr) $0 $121,526 $22,609
+ View more people

Document Links

990
Filed on Feb. 12, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,394,914
Expenses
$341,103
Net Income
$17,053,811
Net Assets
$17,500,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,236,983
99.1%
Investment Income $98,129
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $59,802
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,526,643
Total Liabilities $26,467
Net Assets $17,500,176

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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