Civic Intelligence

Southern California Association of Benefit

EIN 95-4201565 • 501(c)6 • North Hollywood, CA

Profile

INDUSTRY INFORMATION

4123 Lankershim BlvdNorth Hollywood, CA 91602
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $24,910 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $24,910 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $214 (-100%) from 2022

Expenses

Up

$24,910

Up $14,334 (+136%) from 2022

Net Income

Down

-$24,910

Down $14,548 (-140%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$40K$30K$20K$10K$0Assets 2011: $25,551Liabilities 2011: $02011Assets 2012: $27,626Liabilities 2012: $02012Assets 2013: $26,366Liabilities 2013: $02013Assets 2014: $25,416Liabilities 2014: $02014Assets 2015: $34,906Liabilities 2015: $02015Assets 2016: $38,668Liabilities 2016: $02016Assets 2017: $32,440Liabilities 2017: $02017Assets 2019: $37,921Liabilities 2019: $02019Assets 2020: $36,349Liabilities 2020: $02020Assets 2021: $35,272Liabilities 2021: $0Net Assets 2021: $35,2722021Assets 2022: $24,910Liabilities 2022: $0Net Assets 2022: $24,9102022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $24,918Expenses 2011: $21,000Net Income 2011: $3,9182011Revenue 2012: $27,870Expenses 2012: $25,795Net Income 2012: $2,0752012Revenue 2013: $24,310Expenses 2013: $25,570Net Income 2013: -$1,2602013Revenue 2014: $21,939Expenses 2014: $22,889Net Income 2014: -$9502014Revenue 2015: $29,138Expenses 2015: $19,648Net Income 2015: $9,4902015Revenue 2016: $22,872Expenses 2016: $19,110Net Income 2016: $3,7622016Revenue 2017: $10,360Expenses 2017: $16,588Net Income 2017: -$6,2282017Revenue 2019: $9,960Expenses 2019: $4,342Net Income 2019: $5,6182019Revenue 2020: $18Expenses 2020: $1,590Net Income 2020: -$1,5722020Revenue 2021: $203Expenses 2021: $1,280Net Income 2021: -$1,0772021Revenue 2022: $214Expenses 2022: $10,576Net Income 2022: -$10,3622022Revenue 2023: $0Expenses 2023: $24,910Net Income 2023: -$24,9102023

Highlighted filing

2023

Revenue$0
Expenses$24,910
Net Income-$24,910
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$24,910
Net income
-$24,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$24.9$24.9
2022Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$0.21$10.6$10.4
2021Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$0.20$1.28$1.08
2020Summary only. Only limited summary data is available for this year.$36.3$0.00$0.02$1.59$1.57
2019Summary only. Only limited summary data is available for this year.$37.9$0.00$9.96$4.34$5.62
2017Summary only. Only limited summary data is available for this year.$32.4$0.00$10.4$16.6$6.23
2016Summary only. Only limited summary data is available for this year.$38.7$0.00$22.9$19.1$3.76
2015Summary only. Only limited summary data is available for this year.$34.9$0.00$29.1$19.6$9.49
2014Summary only. Only limited summary data is available for this year.$25.4$0.00$21.9$22.9$0.95
2013Summary only. Only limited summary data is available for this year.$26.4$0.00$24.3$25.6$1.26
2012Summary only. Only limited summary data is available for this year.$27.6$0.00$27.9$25.8$2.08
2011Summary only. Only limited summary data is available for this year.$25.6$0.00$24.9$21.0$3.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 4, 2024
Return Version
2023v4.0
Gross Receipts
$0
Mission and Program Overview

Mission

INDUSTRY INFORMATION

Program Services

DescriptionGrantsExpenses
PROVIDED A FORUM FOR MEMBERS TO EXCHANGE INFORMATION RELATED TO THE ADMINISTRATION OF EMPLOYEE BENEFIT PLANS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
kristi wagnerSecretary-$0--
ROCCO CALABRESEExecutive Board-$0--
JOANNE KELLERPresident-$0--
VERNON SHAFFERExecutive Board-$0--
DOUG WAITEExecutive Board-$0--
SCOTT SYRINGExecutive Board-$0--
CARLOS LEGASPYExecutive Board-$0--
SUSAN GRAHAM-LOVELACEExecutive Board-$0--
Filing and Contact Details

Filer

Filer Name
Southern California Association of Benefit
EIN
95-4201565
In Care Of
% DOUGLAS WAITE
Phone
3232215861
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602

Signing Officer

Name
Doug Waite
Title
Executive Board
Phone
3232215861
Signed
2024-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Macgregor Waite
Phone
8187692010
Supplemental Narrative

Additional Explanations

FORM 990EZ, PART I - LINE 10:

“Grants or Amounts Similar Paid Donations $24,898.”

Form 990EZ Part I Line 16

“Description:BANK CHARGES Amount:12”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DOUGLAS WAITE
IRS990EZ/BooksInCareOfDetail/PhoneNum08187692010
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04123 LANKERSHIM BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH HOLLYWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0916022828
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024910
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24910
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024910
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024898
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024910
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024910
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0kristi wagner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROCCO CALABRESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNE KELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VERNON SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DOUG WAITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT SYRING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARLOS LEGASPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SUSAN GRAHAM-LOVELACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt012
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0INDUSTRY INFORMATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED A FORUM FOR MEMBERS TO EXCHANGE INFORMATION RELATED TO THE ADMINISTRATION OF EMPLOYEE BENEFIT PLANS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024910
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0956006143
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt024898
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH PAID
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0UCLA LABOR CENTER FUND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt010945 LECONTE AVE STE 1103
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0LOS ANGELES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0900951478
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants or Amounts Similar Paid Donations $24,898.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BANK CHARGES Amount:12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ, PART I - LINE 10:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Doug Waite
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Board
ReturnHeader/BusinessOfficerGrp/PhoneNum03232215861
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN CALIFORNIA ASSOCIATION OF BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PLAN ADMINISTRATORS
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0954201565
ReturnHeader/Filer/InCareOfNm0% DOUGLAS WAITE
ReturnHeader/Filer/PhoneNum03232215861
ReturnHeader/Filer/USAddress/AddressLine1Txt04123 LANKERSHIM BLVD
ReturnHeader/Filer/USAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04123 LANKERSHIM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0916022828
ReturnHeader/PreparerPersonGrp/PhoneNum08187692010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Macgregor Waite
ReturnHeader/ReturnTs02024-03-04T15:09:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Doug
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Waite
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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