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Nonprofiteer
← CAHP RETIRED EMPLOYEES MEDICAL TRUST

Form 990 for tax year 2023

Filed by CAHP RETIRED EMPLOYEES MEDICAL TRUST.

Totals

Total revenue
$97,220
Total expenses
$44,374
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$50,000
Investment income
$47,220
Other revenue
$0
Total assets, end of year
$1,436,415
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,436,415
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: EMPLOYER CONTRIBUTIONS

    total $50,000 · related or exempt $50,000

  • 3 · Investment income

    total $46,756 · excluded $46,756

  • 7a · Gross sales of assets other than inventory

    securities $176,000

  • 7b · Less cost or other basis and sales expenses

    securities $175,536

  • 7c · Gain or loss

    securities $464

  • 7d · Net gain or loss

    total $464 · excluded $464

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $44,374

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $312,517 · end of year $344,249

  • 11 · Investments: publicly traded securities

    beginning of year $1,020,129 · end of year $1,082,017

  • 15 · Other assets

    beginning of year $11,060 · end of year $10,149

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 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 $1,343,706 · end of year $1,436,415

Mission and programs · 2023

Mission

TO PAY MEDICAL AND DENTAL PREMIUMS FOR RETIRED EMPLOYEES BASED ON A VESTING SCHEDULE.

Activities or mission (Part I)

TO PAY MEDICAL AND DENTAL PREMIUMS FOR RETIRED EMPLOYEES.

  • PAID MEDICAL AND DENTAL PREMIUMS FOR RETIRED EMPLOYEES.

As filed on the 2023 return.

Listed in Part VII

  • Will Jolly

    TRUSTEE

    Total calculated
    $120,606
    From this org
    $0
    From related orgs
    $83,148
    Other
    $37,458
    Hours/week
    1 + 40 related

  • Amy Zenti

    TRUSTEE

    Total calculated
    $189,735
    From this org
    $0
    From related orgs
    $128,862
    Other
    $60,873
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $128,862 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $35,714 related
    Nontaxable benefits
    $0 + $25,159 related
    Filer's total
    $0 + $189,735 related

  • Anthony Garcia

    TRUSTEE

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

  • CA ASSOCIATION OF HIGHWAY PATROLMEN

    501(C)(5) · PROMOTE WELFARE & WORKING CONDITIONS OF CHP · CA

  • CA ASSOCIATION OF HIGHWAY PATROLMEN - PAC

    527 · POLITICAL ACTION COMMITTEE · CA

    Directly controlled by CA ASSOCIATION OF HIGHWAY PATROLMEN

  • CAHP DISABILITY TRUST

    501(C)(9) · DISABILITY BENEFITS TRUST · CA

    Directly controlled by CA ASSOCIATION OF HIGHWAY PATROLMEN

  • CAHP DENTAL TRUST

    501(C)(9) · DENTAL BENEFITS TRUST · CA

    Directly controlled by CA ASSOCIATION OF HIGHWAY PATROLMEN

  • CAHP WIDOWS AND ORPHANS TRUST

    501(C)(3) · CHARITABLE TRUST · CA

    Directly controlled by CA ASSOCIATION OF HIGHWAY PATROLMEN

  • CAHP FOUNDATION TRUST

    501(C)(3) · CHARITABLE TRUST · CA

    Directly controlled by CA ASSOCIATION OF HIGHWAY PATROLMEN

  • CAHP HEALTH BENEFITS TRUST

    501(C)(9) · HEALTH BENEFITS TRUST · CA

    Directly controlled by CA ASSOCIATION OF HIGHWAY PATROLMEN

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202413069349302656

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