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.
Public Charity
CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS
CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS is a Public Charity headquartered in SAN DIEGO, CA. Financial data from the 2025 filing: $311K revenue, $304K expenses, $623K total assets. IRS filings disclose 1 grants awarded by this foundation, totaling roughly $75K.
EIN: 800479742
SAN DIEGO, CA
Latest filing: 2025
Total Revenue$311K
Total Expenses$304K
Total Assets$623K
Grants Given1
Grant Total$75K
Filing Years2021–2025
Sample Grants Given
$75,000
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
DIRECTOR
Dave Gauthier
VICE CHAIR (THRU NOV 2025)
John Anella
DIRECTOR
Ken Stuart
TREASURER
Lora Duzyk
DIRECTOR
Marlon Mccurdy
DIRECTOR
Nadine Bennett
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $311K | $304K | $623K |
| 2024 | $316K | $278K | $611K |
| 2023 | $295K | $269K | $575K |
| 2022 | $295K | $265K | $548K |
| 2021 | $360K | $318K | $525K |
Between 2021 and 2025, reported annual revenue declined from $360K to $311K (-14%), with total assets most recently reported at $623K.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA.
CA
Full geographic grant map with state-by-state breakdown available with membership.