Civic Intelligence

Western Pension & Benefits Conference Orange County Chapter

EIN 33-0706599 • 501(c)6 • Garden Grove, CA

Profile

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.

PO Box 6111Garden Grove, CA 92845

www.westernpension.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

32nd percentile

-9.5%

Higher net margin than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-3.7%

Faster asset growth than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

-0.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$138,707

Up $1,126 (+0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$138,707

Up $1,126 (+0.8%) from 2022

Revenue

Up

$56,441

Up $19,647 (+53%) from 2022

Expenses

Up

$61,830

Up $26,693 (+76%) from 2022

Net Income

Down

-$5,389

Down $7,046 (-425%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2017: $78,519Liabilities 2017: $0Net Assets 2017: $78,5192017Assets 2018: $90,267Liabilities 2018: $0Net Assets 2018: $90,2672018Assets 2019: $113,147Liabilities 2019: $0Net Assets 2019: $113,1472019Assets 2020: $116,567Liabilities 2020: $0Net Assets 2020: $116,5672020Assets 2021: $135,924Liabilities 2021: $0Net Assets 2021: $135,9242021Assets 2022: $137,581Liabilities 2022: $0Net Assets 2022: $137,5812022Assets 2025: $138,707Liabilities 2025: $0Net Assets 2025: $138,7072025

Highlighted filing

2025

Assets$138,707
Liabilities$0
Net Assets$138,707

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2017: $57,245Expenses 2017: $57,393Net Income 2017: -$1482017Revenue 2018: $66,311Expenses 2018: $54,563Net Income 2018: $11,7482018Revenue 2019: $75,699Expenses 2019: $52,819Net Income 2019: $22,8802019Revenue 2020: $55,802Expenses 2020: $52,382Net Income 2020: $3,4202020Revenue 2021: $60,441Expenses 2021: $41,084Net Income 2021: $19,3572021Revenue 2022: $36,794Expenses 2022: $35,137Net Income 2022: $1,6572022Revenue 2025: $56,441Expenses 2025: $61,830Net Income 2025: -$5,3892025

Highlighted filing

2025

Revenue$56,441
Expenses$61,830
Net Income-$5,389

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Gross Receipts
$56,441
Mission and Program 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.

Program Services

DescriptionGrantsExpenses
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.-$59,231
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha GraboffPresident-$0--
Shannon MainPast President-$0--
Mark MurphyTreasurer-$0--
Kathleen BassSecretary-$0--
Andrew HermannMembership Chair-$0--
Aran SahagunPrograms Co-Chair-$0--
Michael FlateboePrograms Co-Chair-$0--
Paul YossemDirector At Large-$0--
Hitz BurtonDirector At Large-$0--
Matt RussikoffDirector At Large-$0--
Katrina VeldkampPrograms Co-Chair-$0--
Aksana MunozPresident Elect-$0--
Filing and Contact Details

Filer

Filer Name
Western Pension & Benefits Conference
EIN
33-0706599
Phone
9494079128
Address
PO Box 6111, Garden Grove, CA 92845

Signing Officer

Name
Mark Murphy
Title
Treasurer
Phone
9498732420
Signed
2025-11-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Program services;59231|Management expenses;2599^Total;61830^

Form 990-EZ, Part II, Line 24

Computer equipment

Raw XML Appendix172 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits