Civic Intelligence

Association of Western Employers

EIN 82-2492961 • 501(c)6 • Rancho Santa Margarita, CA

Profile

To organize and represent the business community and pro-business residents in support of economic development throughout the southern california region.

30211 Avenida Banderas Suite 200Rancho Santa Margarita, CA 92688

www.associationofwesternemployers.com

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 2021

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

61st percentile

6.1%

Higher net margin than 61% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2021

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 2021

Asset Growth

97th percentile

140%

Faster asset growth than 97% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

136%

Faster revenue growth than 96% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$28,147

Up $16,432 (+140%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$28,147

Up $16,432 (+140%) from 2020

Operations
Liabilities / Revenue51st percentileNet Margin61st percentile

Revenue

Up

$271,160

Up $156,277 (+136%) from 2020

Expenses

Up

$254,728

Up $148,892 (+141%) from 2020

Net Income

Up

$16,432

Up $7,385 (+82%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$30K$20K$10K$0Assets 2017: $2,300Liabilities 2017: $02017Assets 2018: $409Net Assets 2018: $4092018Assets 2020: $11,715Liabilities 2020: $0Net Assets 2020: $11,7152020Assets 2021: $28,147Liabilities 2021: $0Net Assets 2021: $28,1472021

Highlighted filing

2021

Assets$28,147
Liabilities$0
Net Assets$28,147
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $37,010Expenses 2017: $34,710Net Income 2017: $2,3002017Revenue 2018: $50,417Expenses 2018: $52,308Net Income 2018: -$1,8912018Revenue 2020: $114,883Expenses 2020: $105,836Net Income 2020: $9,0472020Revenue 2021: $271,160Expenses 2021: $254,728Net Income 2021: $16,4322021

Highlighted filing

2021

Revenue$271,160
Expenses$254,728
Net Income$16,432
Open 2021 Filing

Filings

Most recent year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,147
Liabilities
$0
Net assets
$28,147
Revenue
$271,160
Expenses
$254,728
Net income
$16,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$2.71$2.55$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.15$1.06$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.50$0.52$0.02
2017Summary only. Only limited summary data is available for this year.$0.02$0.00$0.37$0.35$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.0
Gross Receipts
$271,160
Mission and Program Overview

Mission

To organize and represent the business community and pro-business residents in support of economic development throughout the southern california region.

The mission of this organization is to encourage the creation of economic infrastructure and increase employment opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,715$28,147▲ $16,432
Total Assets$11,715$28,147▲ $16,432
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,715$28,147▲ $16,432
Total Net Assets Fund Balance$11,715$28,147▲ $16,432
Total Liabilities and Net Assets / Fund Balance$11,715$28,147▲ $16,432
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jeff MillerPresident
Anthony EdwardsTreasurer/se
Revenue and Support

Revenue Composition

Contributions and Grants
$271,160
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$271,160
Change in Net Assets
$16,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$254,728
Total Fundraising Expense$350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$248,579--$248,579
Fees for Services Accounting-$2,450-$2,450
Insurance-$2,449-$2,449
Occupancy-$900-$900
Advertising--$350$350
Total Functional Expenses$248,579$5,799$350$254,728
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Association of Western Employers
EIN
82-2492961
Address
30211 AVENIDA BANDERAS SUITE 200, RANCHO SANTA MARGARITA, CA 92688

Signing Officer

Name
Jeff Miller
Title
President
Signed
2022-04-20

Organization Details

Principal Officer
Jeff Miller
Formed
2019
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Steve Richardson & Company
Address
2618 8TH STREET, TUSCALOOSA, AL 35401
Preparer
Steve Richardson
Phone
2053493580
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Program consulting-infrastruc 248,579 0 0”

Raw XML Appendix208 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THIS ORGANIZATION IS TO ENCOURAGE THE CREATION OF ECONOMIC INFRASTRUCTURE AND INCREASE EMPLOYMENT OPPORTUNITIES.
IRS990/AdvertisingGrp/FundraisingAmt0350
IRS990/AdvertisingGrp/TotalAmt0350
IRS990/AllOtherContributionsAmt0271160
IRS990/BooksInCareOfDetail/PersonNm0DIANE LEDGERWOOD
IRS990/BooksInCareOfDetail/PhoneNum09494390258
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt030211 AVENIDA BANDERAS
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0RANCHO SANTA MARGARITE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092688
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt011715
IRS990/CashNonInterestBearingGrp/EOYAmt028147
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0271160
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0254728
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt016432
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0254728
IRS990/CYTotalFundraisingExpenseAmt0350
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0271160
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO ENCOURAGE DEVELOPMENT OF COMMERCIAL INFRASTRUCTURE AND TO CREATE EMPLOYMENT.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02450
IRS990/FeesForServicesAccountingGrp/TotalAmt02450
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0248579
IRS990/FeesForServicesOtherGrp/TotalAmt0248579
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0ANTHONY EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF MILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER/SE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0271160
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02449
IRS990/InsuranceGrp/TotalAmt02449
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011715
IRS990/NetAssetsOrFundBalancesEOYAmt028147
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011715
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt028147
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0900
IRS990/OccupancyGrp/TotalAmt0900
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JEFF MILLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0114883
IRS990/PYOtherExpensesAmt0105836
IRS990/PYRevenuesLessExpensesAmt09047
IRS990/PYTotalExpensesAmt0105836
IRS990/PYTotalRevenueAmt0114883
IRS990/ReconcilationRevenueExpnssAmt016432
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM CONSULTING-INFRASTRUC 248,579 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011715
IRS990/TotalAssetsEOYAmt028147
IRS990/TotalAssetsGrp/BOYAmt011715
IRS990/TotalAssetsGrp/EOYAmt028147
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0271160
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0350
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05799
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0248579
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011715
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0271160
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011715
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028147
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0370 W GRAND BLVD STE 107
IRS990/USAddress/CityNm0CORONA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092882
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.ASSOCIATIONOFWESTERNEMPLOYERS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION OF WESTERN EMPLOYERS
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0822492961
ReturnHeader/Filer/USAddress/AddressLine1Txt030211 AVENIDA BANDERAS SUITE 200
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA MARGARITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630918950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVE RICHARDSON & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02618 8TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035401
ReturnHeader/PreparerPersonGrp/PhoneNum02053493580
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE RICHARDSON
ReturnHeader/ReturnTs02022-09-23T13:14:12-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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