Employee Benefit Planning Assn Of So California
- Assets
- $12.7k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Pasadena, CA
- Founding
- 05/1965
- Data as of
- 09/2022
- EIN
- 95-6105571
Organization Overview
Employee Benefit Planning Assn Of So California is located in Pasadena, CA. The organization was established in 1965. According to its NTEE Classification (Y20) the organization is classified as: Insurance Providers, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Employee Benefit Planning Assn Of So California 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 09/2022, Employee Benefit Planning Assn Of So California generated $13.8k 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 (18.6%) each year. All expenses for the organization totaled $24.1k during the year ending 09/2022. As we would expect to see with falling revenues, expenses have declined by (13.1%) 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 PROVIDED A VARIETY OF EDUCATIONAL EVENTS TO MEMBERS AND GENERAL PUBLIC THAT ENHANCED EMPLOYEE BENEFITS PLANNING, DEVELOPED PROFESSIONAL SKILLS AND PROVIDE HIGHER QUALITY OF SERVICE TO THE GENERAL PUBLIC
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rachel Sunday Treasurer | 2 | $0 | |
George Papacalos Secretary | 2 | $0 | |
Erika Adkins Member | 2 | $0 | |
Hayley Novack Member | 2 | $0 | |
Bobbi Kaelin Member | 2 | $0 | |
Rick Sutherland President | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $10,127 |
| Investment income | $1 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $1,867 |
| Other Revenue | $1,820 |
| Total Revenue | $13,815 |
| 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 | $19,496 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $4,627 |
| Total expenses | $24,123 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $12,694 |
| Other assets | $0 |
| Total assets | $12,694 |
| Total liabilities | $0 |
| Net assets or fund balances | $12,694 |