Form 990 for tax year 2022
Filed by CALIFORNIA FIREFIGHTERS BENEFIT TRUST FKA SOUTHERN CA FIREFIGHTERS BENEFIT TRU.
Totals
- Total revenue
- $9,445,372
- Total expenses
- $2,163,571
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $8,814,458
- Investment income
- $630,914
- Other revenue
- $0
- Total assets, end of year
- $73,366,827
- Total liabilities, end of year
- $55,019
- Net assets or fund balances, end of year
- $73,311,808
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYERS CONTRIBUTIONS
total $4,771,494 · related or exempt $4,771,494
-
2b · Program service revenue: PARTICIPANTS CONTRIBUTIONS
total $3,759,964 · related or exempt $3,759,964
-
2c · Program service revenue: ASSOCIATIONS
total $259,550 · related or exempt $259,550
-
2d · Program service revenue: JOINDER FEES AND MISC INCOME
total $23,450 · related or exempt $23,450
-
3 · Investment income
total $1,940,802 · excluded $1,940,802
-
7a · Gross sales of assets other than inventory
securities $37,206,151
-
7b · Less cost or other basis and sales expenses
securities $38,516,039
-
7c · Gain or loss
securities -$1,309,888
-
7d · Net gain or loss
total -$1,309,888 · excluded -$1,309,888
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $1,652,517
-
11b · Fees: legal
total $95,117
-
11c · Fees: accounting
total $49,885
-
11f · Fees: investment management
total $112,915
-
11g · Fees: other
total $218,921
-
13 · Office expenses
total $9,936
-
14 · Information technology
total $2,805
-
19 · Conferences, conventions and meetings
total $7,593
-
23 · Insurance
total $12,303
-
24a · Other expenses: GOVERNMENT FILING FEES
total $1,579
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $589,855
-
2 · Savings and temporary cash investments
beginning of year $2,128,686 · end of year $2,381,670
-
4 · Accounts receivable
beginning of year $2,015,128 · end of year $61,684
-
11 · Investments: publicly traded securities
beginning of year $68,425,178 · end of year $70,333,618
-
17 · Accounts payable and accrued expenses
beginning of year $36,491 · end of year $55,019
-
29 · Capital stock, trust principal or current funds
beginning of year $72,532,501 · end of year $73,311,808
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
NONE
Activities or mission (Part I)
THE TRUST PROVIDES FOR REIMBURSEMENTS TO RETIRED BENEFICIARIES OF HEALTH INSURANCE PREMIUMS AND QUALIFIED MEDICAL EXPENSES PAID BY THE BENEFICIARY.
-
THE TRUST PROVIDED FOR REIMBURSEMENTS TO 282 RETIRED BENEFICIARIES OF HEALTH INSURANCE PREMIUMS AND QUALIFIED MEDICAL EXPENSES PAID BY THE BENEFICIARY.
As filed on the 2022 return.
Listed in Part VII
-
Brandon LucoreBRANDON LUCORE
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2
-
Steve VandewalleSTEVE VANDEWALLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Jesse ConnorJESSE CONNOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Mike DetoyMIKE DETOY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Ryan GaringRYAN GARING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Dirk JensenDIRK JENSEN
TRUSTEE (THRU 12/22)
- Total calculated
- $0
- Hours/week
- 1
-
Matt MathisMATT MATHIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Ronald SaathoffRONALD SAATHOFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Greg WilsonGREG WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
Scott WilsonSCOTT WILSON
TRUSTEE (AS OF 01/23)
- Total calculated
- $0
- Hours/week
- 1 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
NORTH COUNTY FIRE PROTECTION DISTRICT
LOCAL GOVERNMENT · CA
-
CITY OF RIVERSIDE
LOCAL GOVERNMENT · CA
-
FALLBROOK FIREFIGHTERS ASSOCIATION
501(C)(5) · LABOR UNION/PLAN SPONSOR · CA
-
CITY OF SAN DIEGO
LOCAL GOVERNMENT · CA
-
CITY OF OCEANSIDE
LOCAL GOVERNMENT · CA
-
CITY OF CARLSBAD
LOCAL GOVERNMENT · CA
-
CARPINTERIA-SUMMERLAND FIRE PROTECTION DISTRICT
LOCAL GOVERNMENT · CA
-
CITY OF NAPA
LOCAL GOVERNMENT · CA
-
CITY OF HEMET
LOCAL GOVERNMENT · CA
-
CITY OF RIO VISTA
LOCAL GOVERNMENT · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322839349301792
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