CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS (EIN 800479742) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

STEVE KAPLAN

Phone

8882760250

Tax Period

2025-01-01 to 2025-12-31

CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS, founded in 2009, is a small nonprofit in the Health Care sector that reported $311K in total revenue in fiscal year 2025.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $299,592

Investment Income $11,308

Other Revenue $0

TOTAL REVENUE $310,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $304,483

Other Expenses $164,163

TOTAL EXPENSES $304,483

Year-over-Year Comparison

	2025	2024	Change
Revenue	$310,900	$315,734	0.0%
Expenses	$304,483	$278,270	+0.1%
Net Income	$6,417	$37,464	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE KAPLAN	CHAIR	4.00	Officer Director	$0	$0	$0
JOHN ANELLA	VICE CHAIR (THRU NOV 2025)	1.00	Officer Director	$0	$0	$0
LORA DUZYK	TREASURER	1.00	Officer Director	$0	$0	$0
NADINE BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
RON REESE	DIRECTOR	1.00	Director	$0	$0	$0
KEN STUART	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK PREZIOSO	DIRECTOR	1.00	Director	$0	$0	$0
DAVE GAUTHIER	DIRECTOR	1.00	Director	$0	$0	$0
MARLON MCCURDY	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$310,900	$304,483	$623,451	$6,417
2024	$315,734	$278,270	$610,746	$37,464
2023	$295,423	$269,007	$575,267	$26,416
2022	$295,380	$264,738	$548,476	$30,642
2021	$359,605	$318,076	$524,521	$41,529
2020	$936,059	$890,331	$484,671	$45,728
2019	$386,955	$345,707	$426,777	$41,248
2018	$417,513	$381,082	$385,487	$36,431

CALIFORNIA COALITION OF EMPLOYEE BENEFIT PLAN SPONSORS