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Cahp Disability Plan and Trust

Not tax-deductible

Sacramento, CAMutual-benefit / member-servingEIN 68-6069961

Provide a disability insurance benefit to eligible participants

Mission: Form 990 Part I, line 1

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $410K a year · 79% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
158 mo
of spending, in cash
Looks good: 158.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$39K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 8 voting members
Worth a look: 3 of 8 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$739K
+30% vs prior year
Spent
$141K
Net assets
$12.6M
By yearFY2020–FY2024
Revenue
$739K
FY2024▲ +30%
Revenue by fiscal year
FY2020$447K
FY2021$394K
FY2022$449K
FY2023$567K
FY2024$739K
Expenses
$141K
FY2024▲ +24%
Expenses by fiscal year
FY2020$94K
FY2021$97K
FY2022$101K
FY2023$113K
FY2024$141K
Net assets
$12.6M
FY2024▲ +4%
Net assets by fiscal year
FY2020$11.1M
FY2021$11.4M
FY2022$11.4M
FY2023$12.1M
FY2024$12.6M

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Axel Reyes
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Cahp Disability Plan and Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers disability insurance benefits to eligible participants.

Provided by the organization

This section is blank until Cahp Disability Plan and Trust claims this page.

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1 program service, described in the organization's own filed words · FY2024.
01

The plan provided supplemental income benefits to eligible participants.

Pt IX · col B

Run this program? Claim this org to tell your story

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$739K
Ln 12
Investment incomeLn 3$479K
Fees for servicesLn 2g$261K
Money outPt IX
$141K
Ln 25
Owns and owesPt X
$12.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$12.6M
LiabilitiesLn 26$39K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$261K
Investment incomeLn 3$479K
Total revenueLn 12$739K
Assets in detailPt X, end of year
SavingsLn 2$1.9M
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$10.7M
Total assetsLn 16$12.6M
LiabilitiesLn 26$39K
Net assetsLn 32$12.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$3.6M$1.9M
InvestmentsLn 11–13$8.5M$10.7M
Total assetsLn 16$12.1M$12.6M
LiabilitiesLn 26$29K$39K
Net assetsLn 32$12.1M$12.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$47K
Legal feesLn 11b$8K
Accounting feesLn 11c$18K
Other fees for servicesLn 11g$6K
Office expensesLn 13$14K
Information technologyLn 14$9K
OccupancyLn 16$8K
Conferences, conventions and meetingsLn 19$1K
InsuranceLn 23$10K
Other expenses (24a–d)Ln 24$21K
Total functional expensesLn 25$141K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $739K$141K$598K$12.6M 990 PDF
FY2023 $567K$113K$454K$12.1M 990 PDF
FY2022 $449K$101K$349K$11.4M 990 PDF
FY2021 $394K$97K$296K$11.4M 990 PDF
FY2020 $447K$94K$353K$11.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $739,176 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $260,666$260,666
VIII-3 Investment incomeExcluded from tax $478,510$478,510
VIII-12 Total revenueRelated to mission $260,666 · Unrelated business $0 · Excluded from tax $478,510$739,176
Part IX · Statement of functional expenses $140,820 across 10 lines filed
IX-4 Benefits paid to or for members$46,714
IX-11b Legal fees$7,925
IX-11c Accounting fees$17,735
IX-11g Other fees for services$5,520
IX-13 Office expenses$13,758
IX-14 Information technology$9,300
IX-16 Occupancy$7,872
IX-19 Conferences, conventions and meetings$1,048
IX-23 Insurance$9,627
IX-24 Other expenses (24a–d)$21,321
IX-25 Total functional expenses$140,820
Part X · Balance sheet $12,635,268 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $3,576,012$1,853,544
X-4 Accounts receivableStart of year $48,904$91,565
X-9 Prepaid expenses and deferred chargesStart of year $5,456$4,425
X-11 Publicly traded securitiesStart of year $5,365,495$6,433,655
X-12 Other securitiesStart of year $3,101,017$4,252,079
X-16 Total assetsStart of year $12,096,884$12,635,268
X-17 Accounts payable and accrued expensesStart of year $1,000$4,563
X-25 Other liabilitiesStart of year $28,210$34,882
X-26 Total liabilitiesStart of year $29,210$39,445
X-32 Total net assets or fund balancesStart of year $12,067,674$12,595,823
X-33 Total liabilities and net assetsStart of year $12,096,884$12,635,268
Part XI · Reconciliation of net assets $12,595,823 net assets at year end
XI-1 Total revenue$739,176
XI-2 Total expenses$140,820
XI-3 Revenue less expenses$598,356
XI-4 Net assets at start of year$12,067,674
XI-5 Net unrealized gains (losses) on investments−$70,207
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$12,595,823

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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