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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Mutual & Membership Benefit Cal Poly Corporation VEBA Trust

Cal Poly Corporation VEBA Trust

Fiscal year ending 2022. Filed on May 15, 2023.

Corporation Admin Building 15
San Luis Obispo, California 93407

Cal Poly Corporation VEBA Trust (EIN: 46-7470544) has filed an IRS Form 990 between fiscal years 2016 and 2023. In its fiscal year 2022 IRS Form 990 filing, Cal Poly Corporation VEBA Trust, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 2 employees. Among the employees shown here, the average compensation is $199,784. The highest compensated employee at Cal Poly Corporation VEBA Trust is Dan Banfield with fiscal year 2022 compensation of $217,365.

Revenue, expenses, and employee compensation

Revenue

$1,332,458

Expenses

$1,469,037

Employee compensation

$5,478
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Dan Banfield
Chief Administrator
$217,365
$0 $189,247 $28,118
Jason Marchese
CPC Benefits Committee MBR
$182,203
$0 $149,329 $32,874

Benchmark Employee Compensation

Non-Employee Board Members

Jennifer Wharton
CPC Benefits Committee MBR
$147,964
$0 $120,734 $27,230
Jodi Block
CPC Benefits Committee MBR
$121,288
$0 $105,016 $16,272
Russell Monteath
CPC Benefits Committee MBR
$115,289
$0 $103,941 $11,348
Umut Spanton
CPC Benefits Committee MBR
$110,291
$0 $89,806 $20,485
Joe Alves
Secretary
$109,648
$0 $85,680 $23,968
Julia Perez
CPC Benefits Committee MBR
$83,548
$0 $63,478 $20,070
Us Bank Inst'L Trust & Custody
Trustee, Nonvoting
$5,478
$5,478 No related compNo other comp

Mission Statement

TO PROVIDE AN ENTITY FOR PAYING FUNDS FOR CERTAIN OTHER POST-EMPLOYMENT BENEFITS ON BEHALF OF ELIGIBLE RETIREES AND THEIR DEPENDENTS.

Revisions to this organization profile

May 14, 2024:
2023 Cal Poly Corporation VEBA Trust 990 filed
May 15, 2023:
2022 Cal Poly Corporation VEBA Trust 990 filed
May 16, 2022:
2021 Cal Poly Corporation VEBA Trust 990 filed

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