Civic Intelligence

Southern California Association for Philanthropy

Plan context: Tax Deferred Annuity Plan of Southern California Grantmakers

EIN 95-2831058 • Los Angeles, CA • 21 filings • 5 plans

1000 N Alameda St Ste 230Los Angeles, CA 90012-4295
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$6,746,231

2024 Contributions

$697,327

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,746,231$3,373,116$0200920172024YearValue
$6,746,231Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

49250200920172024YearValue
49Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024149$6,746,231$697,327$14,231iApproximate average salary by contribution assumption: employee only about $355,779 at 4% or $237,186 at 6%; with 50% employer match about $237,186 at 4% or $158,124 at 6%; with 100% employer match about $177,890 at 4% or $118,593 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-49$6,746,231$697,327$14,231iApproximate average salary by contribution assumption: employee only about $355,779 at 4% or $237,186 at 6%; with 50% employer match about $237,186 at 4% or $158,124 at 6%; with 100% employer match about $177,890 at 4% or $118,593 at 6%.
2023145$5,285,245$954,168$21,204iApproximate average salary by contribution assumption: employee only about $530,093 at 4% or $353,396 at 6%; with 50% employer match about $353,396 at 4% or $235,597 at 6%; with 100% employer match about $265,047 at 4% or $176,698 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-45$5,285,245$954,168$21,204iApproximate average salary by contribution assumption: employee only about $530,093 at 4% or $353,396 at 6%; with 50% employer match about $353,396 at 4% or $235,597 at 6%; with 100% employer match about $265,047 at 4% or $176,698 at 6%.
2022143$3,757,897$551,855$12,834iApproximate average salary by contribution assumption: employee only about $320,846 at 4% or $213,897 at 6%; with 50% employer match about $213,897 at 4% or $142,598 at 6%; with 100% employer match about $160,423 at 4% or $106,949 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-43$3,757,897$551,855$12,834iApproximate average salary by contribution assumption: employee only about $320,846 at 4% or $213,897 at 6%; with 50% employer match about $213,897 at 4% or $142,598 at 6%; with 100% employer match about $160,423 at 4% or $106,949 at 6%.
2021145$4,305,656$553,752$12,306iApproximate average salary by contribution assumption: employee only about $307,640 at 4% or $205,093 at 6%; with 50% employer match about $205,093 at 4% or $136,729 at 6%; with 100% employer match about $153,820 at 4% or $102,547 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-45$4,305,656$553,752$12,306iApproximate average salary by contribution assumption: employee only about $307,640 at 4% or $205,093 at 6%; with 50% employer match about $205,093 at 4% or $136,729 at 6%; with 100% employer match about $153,820 at 4% or $102,547 at 6%.
2020142$3,196,288$563,395$13,414iApproximate average salary by contribution assumption: employee only about $335,354 at 4% or $223,569 at 6%; with 50% employer match about $223,569 at 4% or $149,046 at 6%; with 100% employer match about $167,677 at 4% or $111,785 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-42$3,196,288$563,395$13,414iApproximate average salary by contribution assumption: employee only about $335,354 at 4% or $223,569 at 6%; with 50% employer match about $223,569 at 4% or $149,046 at 6%; with 100% employer match about $167,677 at 4% or $111,785 at 6%.
2019138$2,350,419$435,739$11,467iApproximate average salary by contribution assumption: employee only about $286,670 at 4% or $191,114 at 6%; with 50% employer match about $191,114 at 4% or $127,409 at 6%; with 100% employer match about $143,335 at 4% or $95,557 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-38$2,350,419$435,739$11,467iApproximate average salary by contribution assumption: employee only about $286,670 at 4% or $191,114 at 6%; with 50% employer match about $191,114 at 4% or $127,409 at 6%; with 100% employer match about $143,335 at 4% or $95,557 at 6%.
2018129$1,582,420$333,903$11,514iApproximate average salary by contribution assumption: employee only about $287,847 at 4% or $191,898 at 6%; with 50% employer match about $191,898 at 4% or $127,932 at 6%; with 100% employer match about $143,924 at 4% or $95,949 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-29$1,582,420$333,903$11,514iApproximate average salary by contribution assumption: employee only about $287,847 at 4% or $191,898 at 6%; with 50% employer match about $191,898 at 4% or $127,932 at 6%; with 100% employer match about $143,924 at 4% or $95,949 at 6%.
2017126$1,503,144$417,246$16,048iApproximate average salary by contribution assumption: employee only about $401,198 at 4% or $267,465 at 6%; with 50% employer match about $267,465 at 4% or $178,310 at 6%; with 100% employer match about $200,599 at 4% or $133,733 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-26$1,503,144$417,246$16,048iApproximate average salary by contribution assumption: employee only about $401,198 at 4% or $267,465 at 6%; with 50% employer match about $267,465 at 4% or $178,310 at 6%; with 100% employer match about $200,599 at 4% or $133,733 at 6%.
2016122$912,078$800,740$36,397iApproximate average salary by contribution assumption: employee only about $909,932 at 4% or $606,621 at 6%; with 50% employer match about $606,621 at 4% or $404,414 at 6%; with 100% employer match about $454,966 at 4% or $303,311 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-22$912,078$800,740$36,397iApproximate average salary by contribution assumption: employee only about $909,932 at 4% or $606,621 at 6%; with 50% employer match about $606,621 at 4% or $404,414 at 6%; with 100% employer match about $454,966 at 4% or $303,311 at 6%.
2015110$73,593$8,100$810iApproximate average salary by contribution assumption: employee only about $20,250 at 4% or $13,500 at 6%; with 50% employer match about $13,500 at 4% or $9,000 at 6%; with 100% employer match about $10,125 at 4% or $6,750 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-10$73,593$8,100$810iApproximate average salary by contribution assumption: employee only about $20,250 at 4% or $13,500 at 6%; with 50% employer match about $13,500 at 4% or $9,000 at 6%; with 100% employer match about $10,125 at 4% or $6,750 at 6%.
2014110$167,734$5,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-10$167,734$5,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
2013110$153,115$4,000$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-10$153,115$4,000$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
2012110$235,425$27,965$2,797iApproximate average salary by contribution assumption: employee only about $69,913 at 4% or $46,608 at 6%; with 50% employer match about $46,608 at 4% or $31,072 at 6%; with 100% employer match about $34,956 at 4% or $23,304 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-10$235,425$27,965$2,797iApproximate average salary by contribution assumption: employee only about $69,913 at 4% or $46,608 at 6%; with 50% employer match about $46,608 at 4% or $31,072 at 6%; with 100% employer match about $34,956 at 4% or $23,304 at 6%.
2011110$194,323$99,254$9,925iApproximate average salary by contribution assumption: employee only about $248,135 at 4% or $165,423 at 6%; with 50% employer match about $165,423 at 4% or $110,282 at 6%; with 100% employer match about $124,068 at 4% or $82,712 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-10$194,323$99,254$9,925iApproximate average salary by contribution assumption: employee only about $248,135 at 4% or $165,423 at 6%; with 50% employer match about $165,423 at 4% or $110,282 at 6%; with 100% employer match about $124,068 at 4% or $82,712 at 6%.
201019$98,762$25,920$2,880iApproximate average salary by contribution assumption: employee only about $72,000 at 4% or $48,000 at 6%; with 50% employer match about $48,000 at 4% or $32,000 at 6%; with 100% employer match about $36,000 at 4% or $24,000 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-9$98,762$25,920$2,880iApproximate average salary by contribution assumption: employee only about $72,000 at 4% or $48,000 at 6%; with 50% employer match about $48,000 at 4% or $32,000 at 6%; with 100% employer match about $36,000 at 4% or $24,000 at 6%.
200917$62,973$20,580$2,940iApproximate average salary by contribution assumption: employee only about $73,500 at 4% or $49,000 at 6%; with 50% employer match about $49,000 at 4% or $32,667 at 6%; with 100% employer match about $36,750 at 4% or $24,500 at 6%.
Tax Deferred Annuity Plan of Southern California Grantmakers-7$62,973$20,580$2,940iApproximate average salary by contribution assumption: employee only about $73,500 at 4% or $49,000 at 6%; with 50% employer match about $49,000 at 4% or $32,667 at 6%; with 100% employer match about $36,750 at 4% or $24,500 at 6%.
200410$0$0-
Tax Deferred Annuity Plan of Southern California Association for Philanthropy-0---
200210$0$0-
Tax Deferred Annuity Plan of Southern California Association for Philanthropy-0---
200110$0$0-
Tax Deferred Annuity Plan of Southern California Association for Philanthropy-0---
200010$0$0-
Tax Deferred Annuity Plan of Southern California Association for Philanthropy-0---
199910$0$0-
Tax Deferred Annuity Plan of Southern California Association for Philanthropy-0---