Nonprofit · EIN 61-6357929
CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF
Tax-exempt · SACRAMENTO, CA 95834
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,915,825 | $22,947,902 | -$2,032,077 | $1,326,004 | $525,699 | $800,305 |
| December 31, 2023 | 990 | $18,616,277 | $20,675,286 | -$2,059,009 | $3,018,712 | $186,330 | $2,832,382 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,887,939
- Investment income
- $27,886
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $21,436,910
- Compensation of officers, directors and key employees
- $166,800
- Other salaries and wages
- $241,429
- Salaries, compensation and benefits (total)
- $494,892
- Professional fundraising fees
- $0
- Legal fees
- $19,411
- Accounting fees
- $32,104
Balance sheet and other
- Total assets, start of year
- $3,018,712
- Total assets, end of year
- $1,326,004
- Total liabilities, end of year
- $525,699
- Net assets, end of year
- $800,305
- Gross receipts
- $20,915,825
- Employees
- 4
- Volunteers
- 4
- Year formed
- 2008
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MISTI COLE | CEO Officer | 40 | $151,771 | $15,029 |
| CYNTHIA GOMEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARSHALL MAYOTTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JODI RETZLOFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WALTER WALLACE | TRUSTEE, CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MISTI COLE | CEO Officer | 40 | $151,771 | $15,029 |
| CYNTHIA GOMEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARSHALL MAYOTTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JODI RETZLOFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WALTER WALLACE | TRUSTEE, CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 340580, SACRAMENTO, CA 95834-0580
- In care of
- % BRMS
- Principal officer (990 for 2024)
- WALTER WALLACE, 80 IRON POINT CIR 200, FOLSOM, CA 95630
- Signed the 990
- WALTER WALLACE, CHAIRMAN
- Phone
- (916) 467-1400
- Return prepared by
- SINGERLEWAK LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 61-6357929 or by the name CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF.
- 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
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.
Program accomplishments
- 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.
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 | Not 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
- 61-6357929
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,326,004
- Income (IRS master file)
- $20,915,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,915,825 | $22,947,902 | $1,326,004 | XML |
| 990 | December 2023 | $18,616,277 | $20,675,286 | $3,018,712 | XML |
| 990 | December 2022 | $20,986,343 | $20,652,251 | $4,981,734 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 61-6357929).
Questions about CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF
- What is the EIN of CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF?
- The employer identification number (EIN) of CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF is 61-6357929.
- Is CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF 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 CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF?
- The 990 for the year ended December 31, 2024 names WALTER WALLACE.
- Who are the officers and directors of CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF?
- The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $151,771 (MISTI COLE, CEO).
- How much revenue does CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $20,915,825, expenses of $22,947,902 and total assets of $1,326,004 at year end.
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