Public Charity

CALIFORNIA CHARTER SCHOOLS EMPLOYEE WELFARE BENEFIT TRUST

Based in FOLSOM, CA, CALIFORNIA CHARTER SCHOOLS EMPLOYEE WELFARE BENEFIT TRUST operates as a Public Charity. The organization reported $20.9M in revenue, $22.9M in expenses, $1.3M in total assets for fiscal year 2024.

EIN: 616357929 FOLSOM, CA Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2024
Total Revenue$20.9M
Total Expenses$22.9M
Total Assets$1.3M
Grant Records0
Filing Years2019–2024

Mission

THE PLAN IS A TRUST FUND ESTABLISHED FOR THE SOLE PURPOSE OF SUPPORTING AND MAINTAINING A WELFARE BENEFIT PLAN PROGRAM, ESTABLISHED BY THE SPONSOR, CALIFORNIA CHARTER SCHOOLS, A CALIFORNIA NONPROFIT BENEFIT CORPORATION, FOR THE BENEFIT OF THEIR MEMBER CHARTER SCHOOLS' EMPLOYEES AND THEIR DEPENDENTS.

Officers & Directors

TRUSTEE Cynthia Gomez
TRUSTEE Jodi Retzloff
TRUSTEE Marshall Mayotte
CEO Misti Cole
TRUSTEE, CHAIRMAN Walter Wallace

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $20.9M $22.9M $1.3M
2023 $18.6M $20.7M $3.0M
2022 $21.0M $20.7M $5.0M
2020 $23.9M $23.4M $5.6M
2019 $22.3M $22.3M $5.3M

Between 2019 and 2024, reported annual revenue declined from $22.3M to $20.9M (-6%), with total assets most recently reported at $1.3M.

Interactive year-over-year charts and full filing details available with membership.

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