CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994
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Cite this
Plain text CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/california-teachers-association-emp-health-and-wel-benefits-tr-011994-946667029. Retrieved 2026-11-12.
APA furp.org. (n.d.). CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 12, 2026, from https://furp.org/org/california-teachers-association-emp-health-and-wel-benefits-tr-011994-946667029
MLA “CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994.” furp.org, tax years 2009–2024, https://furp.org/org/california-teachers-association-emp-health-and-wel-benefits-tr-011994-946667029. Accessed 12 Nov. 2026.
Retrieved 2026-11-12; covers tax years 2009–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $31.6M · expenses $31.7M · assets $18.9M
- Also known as
- HEALTH AND WELFARE BENEFITS TRUST
- EIN
- 94-6667029
- Address
- 3244 BROOKSIDE RD STE 230, STOCKTON, CA 95219-2384
- NTEE code
- Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.85; not an IRS classification)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- April 1994 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED PARTICIPANTS AND THEIR DEPENDENTS IN THIS MULTIEMPLOYER PLAN.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| See Schedule O For Compensation (former) | PAID BY RELATED ORGANIZATIONS | 2013-2020 | $1 | $8 | 1 |
Officers and directors, no compensation reported
38 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Tina McKenzie | TRUSTEE | 2023-2024 | 0 | $0 reported | 2 |
| Leslie Littman | CHAIR | 2022-2024 | 0 | $0 reported | 6 |
| David Goldberg | TRUSTEE | 2014-2024 | 0 | $0 reported | 1 |
| Jake Anderson | Co-Chairman | 2012-2024 | 0 | $0 reported | 1 |
| Halimah Mekki | Trustee | 2018-2024 | 0 | $0 reported | 2 |
| Wei Pan | TRUSTEE | 2021-2024 | 0 | $0 reported | 2 |
| Sara Vega-Junge | TRUSTEE | 2022-2024 | 0 | $0 reported | 2 |
| Adrian Alvarado | TRUSTEE | 2023-2024 | 0 | $0 reported | 1 |
| See Sched O For Compensation | PAID BY RELATED ORGANIZATIONS | 2022-2024 | 0 | $0 reported | 1 |
| La Nita Dominique-Tate | Trustee (Eff. 08/2025) | 2024 | 0 | $0 reported | 1 |
| Michael Shon Baxter (former) | TRUSTEE END 08/2024 | 2023 | 2 | $0 reported | 1 |
| Jill Coert (former) | TRUSTEE | 2016-2022 | 2 | $0 reported | 2 |
| E Toby Boyd (former) | TRUSTEE - TERM. 6/2023 | 2018-2022 | 2 | $0 reported | 2 |
| Rose LUNA Nunez (former) | TRUSTEE | 2010-2022 | 2 | $0 reported | 1 |
| Pamela Miller (former) | Trustee | 2018-2022 | 2 | $0 reported | 1 |
| Jess Lima (former) | Trustee | 2016-2021 | 2 | $0 reported | 2 |
| See Sch O For Compensation (former) | Paid By Related OrganizatiONS | 2021 | 0 | $0 reported | 1 |
| Joe Nunez (former) | TRUSTEE - PAST | 2012-2018 | 2 | $0 reported | 6 |
| Wanda Turner (former) | TRUSTEE - PAST | 2011-2018 | 2 | $0 reported | 2 |
| Chuck King (former) | TRUSTEE - PAST | 2011-2018 | 2 | $0 reported | 1 |
| Eric Heins (former) | TRUSTEE - PAST | 2010-2018 | 2 | $0 reported | 1 |
| John Stephens Jr (former) | CO-CHAIRMAN - PAST | 2009-2017 | 3 | $0 reported | 1 |
| Ranny Kravetz (former) | TRUSTEE - PAST | 2011-2016 | 2 | $0 reported | 2 |
| Dean E Vogel (former) | TRUSTEE - PAST | 2009-2014 | 2 | $0 reported | 6 |
| Amihan Makayan (former) | TRUSTEE - PAST | 2012-2014 | 2 | $0 reported | 2 |
| Katie Mullins (former) | TRUSTEE - PAST | 2012-2014 | 2 | $0 reported | 1 |
| Carolyn E Doggett (former) | TRUSTEE - PAST | 2009-2012 | 2 | $0 reported | 6 |
| Katie Howard (former) | TRUSTEE | 2011 | 2 | $0 reported | 2 |
| Roseanne N Becher (former) | CO CHAIR - PAST | 2009-2011 | 2 | $0 reported | 1 |
| Merri Boston (former) | TRUSTEE - PAST | 2009-2011 | 2 | $0 reported | 1 |
| Mikki Cichocki (former) | TRUSTEE - PAST | 2010-2011 | 2 | $0 reported | 1 |
| Jim Schlotz (former) | TRUSTEE - PAST | 2010-2011 | 2 | $0 reported | 1 |
| Gerry Fong (former) | TRUSTEE - PAST | 2009-2010 | 2 | $0 reported | 2 |
| David Sanchez (former) | TRUSTEE - PAST | 2009-2010 | 2 | $0 reported | 4 |
| Liz Tokar (former) | TRUSTEE - PAST | 2009-2010 | 2 | $0 reported | 1 |
| Lisa Adams (former) | TRUSTEE - PAST | 2009-2010 | 2 | $0 reported | 1 |
| Lisa Eck (former) | trustee - Past | 2009 | 2 | $0 reported | 2 |
| shannon o'hara (former) | trustee - Past | 2009 | 2 | $0 reported | 1 |
People by year
2024 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| David Goldberg | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| Jake Anderson | Co-Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Halimah Mekki | Trustee | 0 | $0 | $0 | $0 | $0 | 2 |
| LESLIE LITTMAN | CHAIR | 0 | $0 | $0 | $0 | $0 | 6 |
| WEI PAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| SARA VEGA-JUNGE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| Adrian Alvarado | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| Tina McKenzie | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| La Nita Dominique-Tate | Trustee (Eff. 08/2025) | 0 | $0 | $0 | $0 | $0 | 1 |
| SEE SCHED O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| David Goldberg | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| Jake Anderson | Co-Chairman | 3 | $0 | $0 | $0 | $0 | 1 |
| Halimah Mekki | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| LESLIE LITTMAN | CHAIR | 3 | $0 | $0 | $0 | $0 | 6 |
| WEI PAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| SARA VEGA-JUNGE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| Adrian Alvarado | TRUSTEE EFF. 08/2024 | 2 | $0 | $0 | $0 | $0 | 1 |
| Tina McKenzie | TRUSTEE EFF. 08/2024 | 2 | $0 | $0 | $0 | $0 | 2 |
| Michael Shon Baxter | TRUSTEE END 08/2024 | 2 | $0 | $0 | $0 | $0 | 1 |
| SEE SCHED O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| David Goldberg | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| E Toby Boyd | TRUSTEE - TERM. 6/2023 | 2 | $0 | $0 | $0 | $0 | 2 |
| Rose LUNA Nunez | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| Jake Anderson | Co-Chairman | 3 | $0 | $0 | $0 | $0 | 1 |
| Jill Coert | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| Halimah Mekki | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Pamela Miller | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| LESLIE LITTMAN | CHAIR - EFF. 6/2023 | 3 | $0 | $0 | $0 | $0 | 6 |
| WEI PAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| SARA VEGA-JUNGE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| SEE SCHED O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| David Goldberg | cHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| Jake Anderson | Co-Chairman | 3 | $0 | $0 | $0 | $0 | 1 |
| Rose Luna Nunez | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| E Toby Boyd | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jill Coert | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Jess Lima | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Halimah Mekki | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Pamela Miller | Trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Wei Pan | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| SEE SCH O FOR COMPENSATION | Paid By Related OrganizatiONS | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 9 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 1 |
| DAVID GOLDBERG | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| E TOBY BOYD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ROSE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE ANDERSON | CO-CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| JILL COERT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JESS LIMA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| HALIMAH MEKKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| PAMELA MILLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 9 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 1 |
| DAVID GOLDBERG | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| E TOBY BOYD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ROSE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE ANDERSON | CO-CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| JILL COERT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JESS LIMA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| HALIMAH MEKKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| PAMELA MILLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 13 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 1 |
| DAVID GOLDBERG | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| JOE NUNEZ | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 6 |
| ROSE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE ANDERSON | CO-CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| E TOBY BOYD | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| WANDA TURNER | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 2 |
| CHUCK KING | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIC HEINS | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| JILL COERT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JESS LIMA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| HALIMAH MEKKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| PAMELA MILLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 11 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 1 |
| DAVID GOLDBERG | CO-CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| JOE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| ROSE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE ANDERSON | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN STEPHENS JR | CO-CHAIRMAN - PAST | 3 | $0 | $0 | $0 | $0 | 1 |
| WANDA TURNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHUCK KING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIC HEINS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JILL COERT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JESS LIMA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2016 · 11 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS | 0 | $0 | $1 | $0 | $1 | 1 |
| DAVID GOLDBERG | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| JOE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| RANNY KRAVETZ | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 2 |
| JAKE ANDERSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN STEPHENS JR | CO-CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| WANDA TURNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHUCK KING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIC HEINS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JILL COERT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JESS LIMA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2015 · 9 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATION | 0 | $0 | $1 | $0 | $1 | 1 |
| DAVID GOLDBERG | CO-CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| JOE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| RANNY KRAVETZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAKE ANDERSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN STEPHENS JR | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| WANDA TURNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| CHUCK KING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIC HEINS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2014 · 12 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATION | 0 | $0 | $1 | $0 | $1 | 1 |
| DEAN VOGEL | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 6 |
| JOE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| KATIE MULLINS | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE ANDERSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| AMIHAN MAKAYAN | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 2 |
| JOHN STEPHENS JR | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| CHUCK KING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIC HEINS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| WANDA TURNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| DAVID GOLDBERG | CO-CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| RANNY KRAVETZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2013 · 10 people listed · 1 paid, $1 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATION | 0 | $0 | $1 | $0 | $1 | 1 |
| DEAN VOGEL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| JOE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| KATIE MULLINS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE ANDERSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| AMIHAN MAKAYAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JOHN STEPHENS JR | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| CHUCK KING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIC HEINS | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| WANDA TURNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2012 · 12 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEAN VOGEL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| JOE NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| KATIE MULLINS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE ANDERSON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| AMIHAN MAKAYAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JOHN STEPHENS JR | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| CHUCK KING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN DOGGETT | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 6 |
| WANDA TURNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ERIC HEINS | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| RANNY KRAVETZ | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 2 |
| ROSE LUNA NUNEZ | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
2011 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEAN VOGEL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| ROSEANNE N BECHER | CO CHAIR - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| KATIE HOWARD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| MERRI BOSTON | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN DOGGETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| JOHN STEPHENS JR | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| CHUCK KING | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| RANNY KRAVETZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| WANDA TURNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| ERIC HEINS | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| MIKKI CICHOCKI | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM SCHLOTZ | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| ROSE LUNA NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2010 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEAN VOGEL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| ROSEANNE N BECHER | CO-CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID SANCHEZ | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 4 |
| MERRI BOSTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN DOGGETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| JOHN STEPHENS JR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LIZ TOKAR | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| GERRY FONG | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 2 |
| LISA ADAMS | TRUSTEE - PAST | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIC HEINS | CO-CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MIKKI CICHOCKI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM SCHLOTZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ROSE LUNA NUNEZ | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
2009 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| dean vogel | Co-chair | 3 | $0 | $0 | $0 | $0 | 6 |
| roseanne N BECHER | co-chair | 3 | $0 | $0 | $0 | $0 | 1 |
| david sanchez | trustee | 2 | $0 | $0 | $0 | $0 | 4 |
| merri BOSTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| carolyn doggett | trustee | 2 | $0 | $0 | $0 | $0 | 6 |
| shannon o'hara | trustee - Past | 2 | $0 | $0 | $0 | $0 | 1 |
| john stephens jr | trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| lisa eck | trustee - Past | 2 | $0 | $0 | $0 | $0 | 2 |
| liz tokar | trustee | 2 | $0 | $0 | $0 | $0 | 1 |
| Gerry Fong | Trustee | 2 | $0 | $0 | $0 | $0 | 2 |
| Lisa Adams | trustee | 2 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| EXPRESS SCRIPTS | ST LOUIS, MO | CLAIMS | $429,038 |
| ZENITH AMERICAN SOLUTIONS | STOCKTON, CA | CLAIMS | $327,788 |
| HANSON BRIDGETT LLP | SAN FRANCISCO, CA | LEGAL | $278,845 |
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS | $273,222 |
| MILLIMAN INC | SEATTLE, WA | CONSULTING | $132,285 |
2023 · 5 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| anthem blue cross of california | LOS ANGELES, CA | claims | $664,095 |
| HANSON BRIDGETT LLP | SAN FRANCISCO, CA | LEGAL | $297,012 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMIN | $210,381 |
| EXPRESS SCRIPTS | ST LOUIS, MO | CLAIMS | $197,828 |
| MILLIMAN INC | SEATTLE, WA | CONSULTING | $188,928 |
2022 · 5 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| anthem blue cross of california | LOS ANGELES, CA | claims admin | $781,384 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMIN | $251,598 |
| express scripts | ST LOUIS, MO | PHARMACY CLAIMS | $222,589 |
| MILLIMAN INC | SEATTLE, WA | CONSULTING | $174,927 |
| HANSON BRIDGETT LLP | SAN FRANCISCO, CA | legal | $173,847 |
2021 · 4 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| Anthem Blue Cross of California | LOS ANGELES, CA | Claims Admin | $1,038,389 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMIN | $261,007 |
| EXPRESS SCRIPTS | ST LOUIS, MO | PHARMACY CLAIMS | $189,516 |
| Milliman | Seattle, WA | Consulting | $143,928 |
2020 · 4 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $697,117 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $246,834 |
| EXPRESS SCRIPTS | ST LOUIS, MO | PHARMACY CLAIMS ADMIN | $196,349 |
| MILLIMAN | SEATTLE, WA | CONSULTING | $143,928 |
2019 · 4 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $685,431 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $235,821 |
| EXPRESS SCRIPTS | ST LOUIS, MO | PHARMACY CLAIMS ADMIN | $172,846 |
| MILLIMAN | SEATTLE, WA | CONSULTING | $139,976 |
2018 · 4 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $763,141 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $247,009 |
| MILLIMAN | SEATTLE, WA | CONSULTING | $152,500 |
| EXPRESS SCRIPTS | ST LOUIS, MO | PHARMACY CLAIMS ADMIN | $140,469 |
2017 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $808,147 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $234,792 |
| EXPRESS SCRIPTS | ST LOUIS, MO | PHARMACY CLAIMS ADMIN | $137,259 |
2016 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $783,958 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $228,453 |
| HORIZON ACTUARIAL SERVICES LLC | MIAMI, FL | CONSULTING | $155,284 |
2015 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $765,226 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $240,474 |
| HORIZON ACTUARIAL SERVICES LLC | MIAMI, FL | CONSULTING | $190,511 |
2014 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $759,024 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $217,797 |
| HORIZON ACTUARIAL SERVICES LLC | MIAMI, FL | CONSULTING | $194,669 |
2013 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | CLAIMS ADMINISTRATION | $764,730 | |
| HORIZON ACTUARIAL SERVICES LLC | CONSULTING | $260,843 | |
| THE WILLIAM C EARHART COMPANY | CONTRACT ADMINISTRATION | $205,835 |
2012 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $768,593 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $200,368 |
| HORIZON CONSULTING | MIAMI, FL | CONSULTING | $196,253 |
2011 · 3 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $722,979 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $187,292 |
| HORIZON CONSULTING | MIAMI, FL | CONSULTING | $142,652 |
2010 · 3 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $694,298 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $208,028 |
| HORIZON CONSULTING | MIAMI, FL | CONSULTING | $168,541 |
2009 · 3 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | LOS ANGELES, CA | CLAIMS ADMINISTRATION | $670,307 |
| Horizon Consulting | Miami, FL | Consulting | $192,061 |
| THE WILLIAM C EARHART COMPANY | PORTLAND, OR | CONTRACT ADMINISTRATION | $176,765 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $31,644,522 | $31,744,459 | $18,934,763 | $16,443,125 | $0 | $30,391,402 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $27,188,232 | $29,174,191 | $20,992,807 | $16,792,428 | $0 | $26,262,867 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $25,278,962 | $31,243,895 | $17,848,862 | $12,813,454 | $0 | $24,353,597 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $25,194,319 | $27,429,014 | $20,419,089 | $17,923,727 | $0 | $24,504,205 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $24,913,599 | $26,823,271 | $22,468,896 | $20,122,747 | $0 | $23,907,357 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $24,787,505 | $24,700,490 | $27,598,780 | $25,460,845 | $0 | $23,312,979 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $23,858,867 | $23,206,699 | $25,674,966 | $23,888,585 | $0 | $23,352,826 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $25,309,554 | $24,671,077 | $23,996,940 | $21,900,103 | $0 | $24,495,390 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $25,409,995 | $23,577,315 | $23,135,659 | $21,612,270 | $0 | $24,174,806 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $25,051,526 | $24,134,560 | $21,708,331 | $20,117,353 | $0 | $24,588,208 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $24,824,146 | $21,917,196 | $19,847,468 | $18,334,382 | $0 | $24,508,247 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $24,142,779 | $23,163,349 | $16,692,606 | $14,962,908 | $0 | $23,459,879 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $20,790,728 | $21,637,811 | $16,816,108 | $15,094,097 | $0 | $20,113,919 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $20,787,386 | $22,347,952 | $16,765,620 | $15,157,254 | $0 | $19,869,396 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $20,158,371 | $21,012,128 | $18,231,889 | $16,720,103 | $0 | $20,496,743 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $20,011,260 | $21,941,536 | $17,889,400 | $16,434,731 | $0 | $19,175,634 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $20,676,023 | $21,258,310 | $19,727,540 | $18,084,919 | $0 | $19,429,155 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- CALIFORNIA TEACHERS ASSOCIATION Burlingame, CA · 2 people in common (Leslie Littman, Wei Pan) · related organization (Schedule R)
- CALIFORNIA ASSOCIATE STAFF Orange, CA · 2 people in common (Sara Vega-Junge, Tina McKenzie) · related organization (Schedule R)
- CALIFORNIA TEACHERS ASSOCIATION INSTITUTE FOR TEACHING Burlingame, CA · 1 person in common (Leslie Littman)
- CALIFORNIA TEACHERS ASSOCIATION ECONOMIC BENEFITS TRUST Burlingame, CA · 1 person in common (Leslie Littman)
- CALIFORNIA TEACHERS ASSOCIATION DISASTER RELIEF FUND Burlingame, CA · 1 person in common (Leslie Littman)
- CTA FOUNDATION FOR TEACHING AND LEARNING Burlingame, CA · 1 person in common (Leslie Littman)
- CALIFORNIA PROFESSIONAL STAFF ORGANIZATION INC Merced, CA · 1 person in common (Halimah Mekki) · related organization (Schedule R)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CEMENT MASONS HEALTH & WELFARE TRUST FUND FOR NORTHERN CALIFORNIA | CA | Y43 | $47,349,965 | $42,731,884 | TRUSTEE | $234,091 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ROOFERS HEALTH & WELFARE TRUST FUND OF NORTHERN CALIFORNIA | CA | Y43 | $41,004,965 | $39,753,302 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| PIPE TRADES DISTRICT COUNCIL-36 HEALTH AND WELFARE TRUST FUND | CA | Y43 | $28,915,951 | $27,897,944 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| SOUTHERN CA BAKERY DRIVERS' SECURITY FUND | CA | Y43 | $22,193,824 | $22,313,775 | TRUSTEE - PAST | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| HOTEL AND RESTAURANT EMPLOYEES HEALTH & WELFARE TRUST FUND | CA | Y43 | $22,231,065 | $21,276,068 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| CEMENT MASONS VACATION HOLIDAY TRUST FUND FOR NORTHERN CALIFORNIA | CA | Y43 | $20,910,573 | $20,863,130 | TRUSTEE | $234,091 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| BAY AREA DELIVERY DRIVERS SECURITY FUND | CA | Y43 | $57,611,059 | $56,029,983 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UFCW COMPREHENSIVE BENEFITS TRUST | CA | Y43 | $32,311,597 | $32,108,756 | CHAIRMAN | $334,619 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| JOINT BENEFIT TRUST | CA | Y43 | $45,348,279 | $45,533,294 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| TEAMSTERS RETIREE TRUST | CA | Y43 | $54,606,150 | $54,149,012 | Co-Chair | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| CALIFORNIA CHARTER SCHOOLS ASSOCIATION EMPLOYEE WELFARE BENEF | CA | Y43 | $20,915,825 | $22,947,902 | CEO | $166,800 | Same NTEE code Y43, revenue within 2x, same state |
| U A LOCAL NO 467 HEALTH & WELFARE | CA | Y43 | $37,819,582 | $32,500,226 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| BOILERMAKER VACATION TRUST | CA | Y43 | $43,343,911 | $41,550,450 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ASSOCIATED BUILDERS & CONTRACTORS INC | CA | Y43 | $23,749,101 | $24,148,501 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST | CA | Y43 | $31,540,948 | $23,290,414 | Mgmt. Director | $306,945 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| AUTOMOTIVE INDUSTRIES WELFARE FUND | CA | Y43 | $56,997,374 | $59,249,662 | FUND MANAGER | $270,492 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| LOS ANGELES MACHINIST BENEFIT TR | CA | Y43 | $28,364,209 | $27,166,578 | Trustee | $187,544 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| NORTHERN CALIFORNIA SHEET METAL WORKERS TRUST | CA | Y43 | $35,853,501 | $31,851,154 | CHAIR - TERM - AUGUST 2024 | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND | CA | Y43 | $23,395,200 | $18,641,449 | LABOR TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND | CA | Y43 | $34,856,898 | $39,704,103 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| JOINT INDUSTRY BOARD OF THE PLBG PIPE FITTING IND LOCAL 38 TR FUNDS | CA | Y43 | $46,095,491 | $45,591,500 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| REVOLUTIONARY MEDICAL TR | CA | Y43 | $52,618,430 | $47,424,828 | EMPLOYER TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ALL CITY EMPLOYEES BENEFITS SERVICE ASSOCIATION | CA | Y43 | $23,479,338 | $23,353,671 | CEO | $146,507 | Same NTEE code Y43, revenue within 2x, same state |
| SAN MATEO HOTEL EMPLOYEES AND RESTAURANT EMPLOYEES WELFARE FUND | CA | Y43 | $50,363,921 | $47,553,088 | TRUSTEE | $4,800 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND | CA | Y43 | $19,644,964 | $16,812,050 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| INLAND EMPIRE COMMUNITY FOUNDATION | $20,000 | 1 | 1 | DAF sponsor | 2020–2020 | SAN ANTONIO COMMUNITY HOSPITAL HEALTH CARE SERVICE PLAN |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $31,744,459 spent · pay $0 · grants $0 · events $33,510
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $30,021,988 | - | - | - | 94.6% | |
| Fees: other services | $969,682 | - | - | - | 3.1% | |
| Fees: management | $331,971 | - | - | - | 1.0% | |
| Fees: legal | $137,457 | - | - | - | 0.4% | |
| Office expenses | $109,294 | - | - | - | 0.3% | |
| Fees: accounting | $88,799 | - | - | - | 0.3% | |
| Fees: investment management | $42,250 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $33,510 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $9,485 | - | - | - | 0.0% |
| Interest | $23 | - | - | - | 0.0% | |
| Total | $31,744,459 | 100% |
2023 · Form 990 · $29,174,191 spent · pay $0 · grants $0 · events $20,517
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $27,467,497 | - | - | - | 94.1% | |
| Fees: other services | $795,971 | - | - | - | 2.7% | |
| Fees: legal | $345,244 | - | - | - | 1.2% | |
| Fees: management | $301,462 | - | - | - | 1.0% | |
| Fees: accounting | $98,480 | - | - | - | 0.3% | |
| Office expenses | $64,174 | - | - | - | 0.2% | |
| Insurance | $51,717 | - | - | - | 0.2% | |
| Fees: investment management | $23,750 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $20,517 | - | - | - | 0.1% | |
| Travel | $3,197 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $2,182 | - | - | - | 0.0% |
| Total | $29,174,191 | 100% |
2022 · Form 990 · $27,429,014 spent · pay $0 · grants $0 · events $23,480
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $25,383,869 | - | - | - | 92.5% | |
| Fees: other services | $1,353,507 | - | - | - | 4.9% | |
| Fees: management | $244,008 | - | - | - | 0.9% | |
| Fees: legal | $205,585 | - | - | - | 0.7% | |
| Fees: accounting | $101,335 | - | - | - | 0.4% | |
| Office expenses | $48,515 | - | - | - | 0.2% | |
| Insurance | $34,465 | - | - | - | 0.1% | |
| Fees: investment management | $34,250 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $23,480 | - | - | - | 0.1% | |
| Total | $27,429,014 | 100% |
2021 · Form 990 · $26,823,271 spent · pay $0 · grants $0 · events $22,330
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,839,572 | - | - | - | 92.6% | |
| Fees: other services | $1,314,564 | - | - | - | 4.9% | |
| Fees: management | $244,008 | - | - | - | 0.9% | |
| Fees: legal | $173,969 | - | - | - | 0.6% | |
| Fees: accounting | $85,038 | - | - | - | 0.3% | |
| Insurance | $65,043 | - | - | - | 0.2% | |
| Office expenses | $55,830 | - | - | - | 0.2% | |
| Fees: investment management | $22,917 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $22,330 | - | - | - | 0.1% | |
| Total | $26,823,271 | 100% |
2020 · Form 990 · $24,700,490 spent · pay $0 · grants $0 · events $2,737
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,672,051 | - | - | - | 91.8% | |
| Fees: other services | $1,447,180 | - | - | - | 5.9% | |
| Fees: management | $244,008 | - | - | - | 1.0% | |
| Fees: legal | $121,582 | - | - | - | 0.5% | |
| Fees: accounting | $84,396 | - | - | - | 0.3% | |
| Office expenses | $60,253 | - | - | - | 0.2% | |
| Insurance | $43,283 | - | - | - | 0.2% | |
| Fees: investment management | $25,000 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $2,737 | - | - | - | 0.0% | |
| Total | $24,700,490 | 100% |
2019 · Form 990 · $23,206,699 spent · pay $0 · grants $0 · events $3,154
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,577,504 | - | - | - | 93.0% | |
| Fees: other services | $1,108,992 | - | - | - | 4.8% | |
| Fees: management | $234,624 | - | - | - | 1.0% | |
| Office expenses | $81,300 | - | - | - | 0.4% | |
| Fees: accounting | $72,201 | - | - | - | 0.3% | |
| Fees: legal | $59,450 | - | - | - | 0.3% | |
| Insurance | $46,899 | - | - | - | 0.2% | |
| Fees: investment management | $20,833 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,154 | - | - | - | 0.0% | |
| Travel | $1,742 | - | - | - | 0.0% | |
| Total | $23,206,699 | 100% |
2018 · Form 990 · $24,671,077 spent · pay $0 · grants $0 · events $38,139
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $23,023,137 | - | - | - | 93.3% | |
| Fees: other services | $1,100,214 | - | - | - | 4.5% | |
| Fees: management | $225,600 | - | - | - | 0.9% | |
| Fees: accounting | $72,497 | - | - | - | 0.3% | |
| Office expenses | $71,937 | - | - | - | 0.3% | |
| Fees: legal | $61,082 | - | - | - | 0.2% | |
| Insurance | $46,126 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $38,139 | - | - | - | 0.2% | |
| Fees: investment management | $27,083 | - | - | - | 0.1% | |
| Travel | $5,262 | - | - | - | 0.0% | |
| Total | $24,671,077 | 100% |
2017 · Form 990 · $23,577,315 spent · pay $0 · grants $0 · events $45,605
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,818,305 | - | - | - | 92.5% | |
| Fees: other services | $1,187,106 | - | - | - | 5.0% | |
| Fees: management | $225,600 | - | - | - | 1.0% | |
| Fees: accounting | $90,832 | - | - | - | 0.4% | |
| Fees: legal | $63,639 | - | - | - | 0.3% | |
| Insurance | $57,974 | - | - | - | 0.2% | |
| Office expenses | $54,145 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $45,605 | - | - | - | 0.2% | |
| Fees: investment management | $20,833 | - | - | - | 0.1% | |
| Travel | $7,633 | - | - | - | 0.0% | |
| Other (as described) | ACA REINSURANCE FEE | $5,643 | - | - | - | 0.0% |
| Total | $23,577,315 | 100% |
2016 · Form 990 · $24,134,560 spent · pay $0 · grants $0 · events $64,443
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,338,277 | - | - | - | 92.6% | |
| Fees: other services | $1,209,010 | - | - | - | 5.0% | |
| Fees: management | $216,300 | - | - | - | 0.9% | |
| Office expenses | $70,850 | - | - | - | 0.3% | |
| Fees: accounting | $69,484 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $64,443 | - | - | - | 0.3% | |
| Fees: legal | $58,998 | - | - | - | 0.2% | |
| Insurance | $48,826 | - | - | - | 0.2% | |
| Fees: investment management | $29,167 | - | - | - | 0.1% | |
| Other (as described) | ACA REINSURANCE FEE | $18,750 | - | - | - | 0.1% |
| Travel | $10,455 | - | - | - | 0.0% | |
| Total | $24,134,560 | 100% |
2015 · Form 990 · $21,917,196 spent · pay $0 · grants $0 · events $12,739
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $20,148,545 | - | - | - | 91.9% | |
| Fees: other services | $1,197,957 | - | - | - | 5.5% | |
| Fees: management | $216,300 | - | - | - | 1.0% | |
| Office expenses | $92,390 | - | - | - | 0.4% | |
| Fees: accounting | $68,349 | - | - | - | 0.3% | |
| Fees: legal | $58,623 | - | - | - | 0.3% | |
| Insurance | $47,863 | - | - | - | 0.2% | |
| Other (as described) | ACA REINSURANCE FEE | $34,236 | - | - | - | 0.2% |
| Fees: investment management | $25,000 | - | - | - | 0.1% | |
| Travel | $15,194 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $12,739 | - | - | - | 0.1% | |
| Total | $21,917,196 | 100% |
2014 · Form 990 · $23,163,349 spent · pay $0 · grants $0 · events $34,322
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,342,515 | - | - | - | 92.1% | |
| Fees: other services | $1,198,298 | - | - | - | 5.2% | |
| Fees: management | $210,000 | - | - | - | 0.9% | |
| Other (as described) | ACA REINSURANCE FEE | $99,665 | - | - | - | 0.4% |
| Office expenses | $71,391 | - | - | - | 0.3% | |
| Fees: accounting | $69,811 | - | - | - | 0.3% | |
| Fees: legal | $54,813 | - | - | - | 0.2% | |
| Insurance | $38,841 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $34,322 | - | - | - | 0.1% | |
| Fees: investment management | $25,000 | - | - | - | 0.1% | |
| Travel | $13,831 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $4,862 | - | - | - | 0.0% |
| Total | $23,163,349 | 100% |
2013 · Form 990 · $21,637,811 spent · pay $0 · grants $0 · events $65,665
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,902,764 | - | - | - | 92.0% | |
| Fees: other services | $1,183,719 | - | - | - | 5.5% | |
| Fees: management | $197,940 | - | - | - | 0.9% | |
| Fees: accounting | $70,312 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $65,665 | - | - | - | 0.3% | |
| Office expenses | $54,725 | - | - | - | 0.3% | |
| Fees: legal | $53,000 | - | - | - | 0.2% | |
| Insurance | $48,996 | - | - | - | 0.2% | |
| Fees: investment management | $25,000 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $23,622 | - | - | - | 0.1% |
| Travel | $12,068 | - | - | - | 0.1% | |
| Total | $21,637,811 | 100% |
2012 · Form 990 · $22,347,952 spent · pay $0 · grants $0 · events $36,689
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $20,577,666 | - | - | - | 92.1% | |
| Fees: other services | $1,228,737 | - | - | - | 5.5% | |
| Fees: management | $190,800 | - | - | - | 0.9% | |
| Fees: accounting | $95,987 | - | - | - | 0.4% | |
| Fees: legal | $60,603 | - | - | - | 0.3% | |
| Office expenses | $49,445 | - | - | - | 0.2% | |
| Insurance | $47,452 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $36,689 | - | - | - | 0.2% | |
| Fees: investment management | $25,000 | - | - | - | 0.1% | |
| Travel | $23,088 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $12,485 | - | - | - | 0.1% |
| Total | $22,347,952 | 100% |
2011 · Form 990 · $21,012,128 spent · pay $0 · grants $0 · events $39,710
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,398,691 | - | - | - | 92.3% | |
| Fees: other services | $1,147,963 | - | - | - | 5.5% | |
| Fees: management | $183,600 | - | - | - | 0.9% | |
| Fees: legal | $49,827 | - | - | - | 0.2% | |
| Fees: accounting | $49,707 | - | - | - | 0.2% | |
| Office expenses | $43,212 | - | - | - | 0.2% | |
| Insurance | $41,525 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $39,710 | - | - | - | 0.2% | |
| Fees: investment management | $25,000 | - | - | - | 0.1% | |
| Travel | $16,501 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $16,392 | - | - | - | 0.1% |
| Total | $21,012,128 | 100% |
2010 · Form 990 · $21,941,536 spent · pay $0 · grants $0 · events $38,120
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $20,314,903 | - | - | - | 92.6% | |
| Fees: other services | $1,157,446 | - | - | - | 5.3% | |
| Fees: management | $177,000 | - | - | - | 0.8% | |
| Fees: legal | $60,079 | - | - | - | 0.3% | |
| Fees: accounting | $53,693 | - | - | - | 0.2% | |
| Insurance | $45,923 | - | - | - | 0.2% | |
| Office expenses | $44,763 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $38,120 | - | - | - | 0.2% | |
| Fees: investment management | $25,000 | - | - | - | 0.1% | |
| Travel | $15,984 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $8,625 | - | - | - | 0.0% |
| Total | $21,941,536 | 100% |
2009 · Form 990 · $21,258,310 spent · pay $0 · grants $0 · events $73,422
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $19,464,087 | - | - | - | 91.6% | |
| Fees: other services | $1,206,749 | - | - | - | 5.7% | |
| Fees: management | $177,000 | - | - | - | 0.8% | |
| Fees: legal | $99,723 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $73,422 | - | - | - | 0.3% | |
| Office expenses | $71,109 | - | - | - | 0.3% | |
| Fees: accounting | $52,100 | - | - | - | 0.2% | |
| Insurance | $47,140 | - | - | - | 0.2% | |
| Other (as described) | Other Expenses | $28,303 | - | - | - | 0.1% |
| Fees: investment management | $25,000 | - | - | - | 0.1% | |
| Travel | $13,677 | - | - | - | 0.1% | |
| Total | $21,258,310 | 100% |
State business registration
- BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES HEAL CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2024
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES HEAL | CA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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