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← CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS

Form 990 for tax year 2023

Filed by CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS.

Totals

Total revenue
$295,423
Total expenses
$269,007
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$287,186
Investment income
$8,237
Other revenue
$0
Total assets, end of year
$575,267
Total liabilities, end of year
$4,217
Net assets or fund balances, end of year
$571,050
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: MEMBERSHIP DUES AND &

    total $287,186 · related or exempt $287,186

  • 3 · Investment income

    total $8,237 · excluded $8,237

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $130,393

  • 11a · Fees: management

    total $96,000

  • 11b · Fees: legal

    total $6,000

  • 11c · Fees: accounting

    total $1,975

  • 19 · Conferences, conventions and meetings

    total $2,479

  • 22 · Depreciation, depletion and amortization

    total $225

  • 23 · Insurance

    total $2,484

  • 24a · Other expenses: DUES

    total $29,311

  • 24b · Other expenses: LICENSES

    total $140

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $271,075 · end of year $289,447

  • 4 · Accounts receivable

    beginning of year $11 · end of year $222

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,328 · end of year $19,761

  • 10a · Land, buildings and equipment: cost or other basis

    $1,950

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,613

  • 10c · Land, buildings and equipment, net

    beginning of year $562 · end of year $337

  • 12 · Investments: other securities

    beginning of year $257,500 · end of year $265,500

  • 25 · Other liabilities

    beginning of year $3,842 · end of year $4,217

  • 27 · Net assets without donor restrictions

    beginning of year $544,634 · end of year $571,050

Mission and programs · 2023

Mission

TO PROMOTE THE GENERAL AND ECONOMIC WELFARE OF MEMBERS, PROVIDE EDUCATIONAL PROGRAMS TO MEMBERS AND EMPLOYEES OF MEMBERS, AND PROMOTE THE COMMON INTERESTS OF EMPLOYEE BENEFIT PLAN SPONSORS.

  • TO PROMOTE THE GENERAL AND ECONOMIC WELFARE OF MEMBERS, PROVIDE EDUCATIONAL PROGRAMS TO MEMBERS AND EMPLOYEES OF MEMBERS, AND PROMOTE THE COMMON INTERESTS OF EMPLOYEE BENEFIT PLAN SPONSORS.

    Revenue $287,186

As filed on the 2023 return.

Listed in Part VII

  • Steve Kaplan

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • John Anella

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Linda Jennings

    VICE CHAIR- THRU 05/31/23

    Total calculated
    $0
    Hours/week
    1

  • Lora Duzyk

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Nadine Bennett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ron Reese

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ken Stuart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Prezioso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dave Gauthier

    DIRECTOR- A/O 05/31/23

    Total calculated
    $0
    Hours/week
    1

  • Marlon McCurdy

    DIRECTOR- A/O 05/31/23

    Total calculated
    $0
    Hours/week
    1

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BENEFITS PURCHASING ALLIANCE INC

    C · INSURANCE SERVICES · CA · 100% owned · share of assets $45,308 · controlled entity

    Directly controlled by CA COALITION OF EMPL

Provenance

Return type
form_990
Tax year
2023
Filed
7 June 2024
IRS schema version
2023v5.0
Source object
202421669349301117

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