WESTERN PENSION & BENEFITS CONFERENCE Orange County Chapter
Nonprofit profile at a glance
- EIN
- 330706599
- IRS 990-EZ coverage
- 2016–2024
- Forms available
- Form 990-EZ 2024
- Location
- Garden Grove, CA, USA
- Phone
- 9494079128
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $56,441
- Expenses
- $61,830
- Assets
- $138,707
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Samantha Graboff (President)
- Shannon Main (Past President)
- Aksana Munoz (President Elect)
People named in this filing
- Samantha Graboff (President)
- Shannon Main (Past President)
- Mark Murphy (Treasurer)
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
The orange county chapter of western pension & benefits conference 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 and periodic technical lunch forums, 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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Earned-program. 75% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 98
- Transparency & Controls: 82
- Sustainability: 49
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 95.8%; rating input score 96
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -9.5%; rating input score 31; 31st percentile among comparable filings
- Total-asset coverage ratio: 2.24; rating input score 68; 68th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5% per year; rating input score 100; 62nd percentile among comparable filings
- Revenue growth: -2.7% per year; rating input score 0; 41st percentile among comparable filings
- Asset growth: 6.6% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 95.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $59K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 9 filing years from 2016 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.
- Moderate — Sustainability: Operating margin scored 31/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.