San Francisco Chapter of the Western Pension and Benefits Council
Nonprofit profile at a glance
- EIN
- 943227091
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- Sacramento, CA, USA
- Phone
- 4157305479
- Rating confidence
- Limited
Reported finances
- Revenue
- $48,899
- Expenses
- $64,609
- Assets
- $104,790
- Liabilities
- $21,648
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Robert Gower (President)
- Marc Fosse (Vice President)
People named in this filing
- Robert Gower (President)
- Marc Fosse (Vice President)
- Michon Caton (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promoted education, exchange information and foster sound principles of practice in the fields of pensions and employee benefits.
What it reported doing in 2024
Meetings, conferences, and lunches were attended during the year by members; the meetings featured speakers on employee benefit topics, including legal and policy issues.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 100
- Sustainability: 34
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -32.1%; rating input score 18; 18th percentile among comparable filings
- Total-asset coverage ratio: 1.62; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0.21; rating input score 14; 14th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -9.8% per year; rating input score 0; 24th percentile among comparable filings
- Asset growth: -6.7% per year; rating input score 0; 21st percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 11 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 18/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 14/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.