Nonprofit · EIN 80-0479742
CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS
Tax-exempt · SAN DIEGO, CA 92108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $310,900 | $304,483 | $6,417 | $623,451 | $8,520 | $614,931 |
| December 31, 2024 | 990 | $315,734 | $278,270 | $37,464 | $610,746 | $2,232 | $608,514 |
| December 31, 2023 | 990 | $295,423 | $269,007 | $26,416 | $575,267 | $4,217 | $571,050 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $299,592
- Investment income
- $11,308
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $140,320
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,000
- Accounting fees
- $2,651
- Depreciation
- $422
Balance sheet and other
- Total assets, start of year
- $610,746
- Total assets, end of year
- $623,451
- Total liabilities, end of year
- $8,520
- Net assets, end of year
- $614,931
- Land, buildings and equipment
- $634
- Net assets without donor restrictions
- $614,931
- Gross receipts
- $310,900
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE KAPLAN | CHAIR Trustee or director, Officer | 4 | $0 |
| JOHN ANELLA | VICE CHAIR (THRU NOV 2025) Trustee or director, Officer | 1 | $0 |
| LORA DUZYK | TREASURER Trustee or director, Officer | 1 | $0 |
| NADINE BENNETT | DIRECTOR Trustee or director | 1 | $0 |
| RON REESE | DIRECTOR Trustee or director | 1 | $0 |
| KEN STUART | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK PREZIOSO | DIRECTOR Trustee or director | 1 | $0 |
| DAVE GAUTHIER | DIRECTOR Trustee or director | 1 | $0 |
| MARLON MCCURDY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE KAPLAN | CHAIR Trustee or director, Officer | 4 | $0 |
| JOHN ANELLA | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LORA DUZYK | TREASURER Trustee or director, Officer | 1 | $0 |
| NADINE BENNETT | DIRECTOR Trustee or director | 1 | $0 |
| RON REESE | DIRECTOR Trustee or director | 1 | $0 |
| KEN STUART | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK PREZIOSO | DIRECTOR Trustee or director | 1 | $0 |
| DAVE GAUTHIER | DIRECTOR Trustee or director | 1 | $0 |
| MARLON MCCURDY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE KAPLAN | CHAIR Trustee or director, Officer | 4 | $0 |
| JOHN ANELLA | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LINDA JENNINGS | VICE CHAIR- THRU 05/31/23 Trustee or director | 1 | $0 |
| LORA DUZYK | TREASURER Trustee or director, Officer | 1 | $0 |
| NADINE BENNETT | DIRECTOR Trustee or director | 1 | $0 |
| RON REESE | DIRECTOR Trustee or director | 1 | $0 |
| KEN STUART | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK PREZIOSO | DIRECTOR Trustee or director | 1 | $0 |
| DAVE GAUTHIER | DIRECTOR- A/O 05/31/23 Trustee or director | 1 | $0 |
| MARLON MCCURDY | DIRECTOR- A/O 05/31/23 Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1843 HOTEL CIRCLE SOUTH, SAN DIEGO, CA 92108-3320
- In care of
- % MCGREGOR AND ASSOCIATES INC
- Principal officer (990 for 2025)
- STEVE KAPLAN, 1843 HOTEL CIRCLE SOUTH, SAN DIEGO, CA 92108
- Signed the 990
- STEVE KAPLAN, CHAIRMAN
- Phone
- (888) 276-0250
- Website
- WWW.CO-OP-CA.ORG
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 80-0479742 or by the name CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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.Expenses $304,483 · revenue $299,592
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0479742
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E02)
- Assets (IRS master file)
- $623,451
- Income (IRS master file)
- $310,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $310,900 | $304,483 | $623,451 | XML |
| 990 | December 2024 | $315,734 | $278,270 | $610,746 | XML |
| 990 | December 2023 | $295,423 | $269,007 | $575,267 | XML |
| 990 | December 2022 | $295,380 | $264,738 | $548,476 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0479742).
Questions about CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS
- What is the EIN of CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS?
- The employer identification number (EIN) of CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS is 80-0479742.
- Is CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2011.
- Are donations to CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS?
- The 990 for the year ended December 31, 2025 names STEVE KAPLAN.
- Who are the officers and directors of CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $310,900, expenses of $304,483 and total assets of $623,451 at year end.
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