Western Pension & Benefits Conference
- Assets
- $137.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Garden Grove, CA
- Founding
- 06/1997
- Data as of
- 06/2022
- EIN
- 33-0706599
Organization Overview
Western Pension & Benefits Conference is located in Garden Grove, CA. The organization was established in 1997. According to its NTEE Classification (W20) the organization is classified as: Government & Public Administration, under the broad grouping of Public & Societal Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Western Pension & Benefits Conference is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 06/2022, Western Pension & Benefits Conference generated $36.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (10.1%) each year. All expenses for the organization totaled $35.1k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (7.3%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION PROMOTES AN EXCHANGE OF INFORMATION AND IDEAS AMONG EMPLOYEE BENEFITS PROFESSIONALS. THE ORGANIZATION'S MEMBERS INCLUDE ERISA ATTORNEYS, CERTIFIED PUBLIC ACCOUNTANTS, THIRD PARTY ADMINISTRATORS, INVESTMENT INDUSTRY BENEFITS SPECIALISTS, ACTUARIES, BENEFITS CONSULTANTS AND PLAN SPONSORS' IN-HOUSE BENEFITS PROFESSIONALS. THROUGH THE MONTHLY FORUM PRESENTATIONS,PERIODIC TECHNICAL LUNCH FORUMS AND WEBINARS, THE ORGANIZATION PROVIDES A FORUM FOR DIALOGUE BETWEEN ITS MEMBERS. THESE MEETINGS ENCOURAGE FULL AUDIENCE PARTICIPATION AND EXCHANGE OF PRACTICAL SOLUTIONS TO TECHNICAL ISSUES. BENEFIT PROFESSIONALS LEAD THE MEETINGS WITH AN EMPHASIS ON TOPICS REFLECTING CURRENT BENEFIT TRENDS AND REGULATORY GUIDANCE. THE MONTHLY MEETINGS AVERAGE APPROXIMATELY 50 MEMBERS IN ATTENDANCE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Shannon Main President | 1 | $0 | |
Tom Drosky President Elect | 1 | $0 | |
Samantha Graboff Webinars Chair | 1 | $0 | |
Peter Stephan Director At Large | 1 | $0 | |
Mark Murphy Treasurer | 1 | $0 | |
Margaret Martinazzi Director At Large | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $24,487 |
| Membership dues | $12,299 |
| Investment income | $8 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $36,794 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $35,137 |
| Total expenses | $35,137 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $137,255 |
| Other assets | $0 |
| Total assets | $137,581 |
| Total liabilities | $0 |
| Net assets or fund balances | $137,581 |
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