Civic Intelligence

Employee Benefit Planning Association of Southern California Inc

990EZ • Fiscal year 2014 • EIN 95-6105571

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 10, 2015

Organization Profileebpa.net
4747 N First St93726

(888) 960-3272

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

60th percentile

6.6%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

11%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,089

Up $4,046 (+9.9%) from 2013

Net Assets

Up

$45,089

Up $4,046 (+9.9%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Up

$61,463

Up $5,949 (+11%) from 2013

Expenses

Up

$57,417

Up $488 (+0.9%) from 2013

Net Income

Up

$4,046

Up $5,461 (+386%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $42,738Liabilities 2011: $02011Assets 2012: $42,458Liabilities 2012: $02012Assets 2013: $41,043Net Assets 2013: $41,0432013Assets 2014: $45,089Net Assets 2014: $45,0892014Assets 2015: $37,847Net Assets 2015: $37,8472015Assets 2016: $31,606Net Assets 2016: $31,6062016Assets 2017: $31,296Net Assets 2017: $31,2962017Assets 2018: $17,464Net Assets 2018: $17,4642018Assets 2019: $41,028Net Assets 2019: $41,0282019Assets 2020: $61,851Net Assets 2020: $61,8512020Assets 2021: $23,002Net Assets 2021: $23,0022021Assets 2022: $12,694Net Assets 2022: $12,6942022Assets 2023: $12,114Liabilities 2023: $02023Assets 2024: $4,435Net Assets 2024: $4,4352024

Highlighted filing

2014

Assets$45,089
Liabilities-
Net Assets$45,089
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $84,616Expenses 2011: $78,817Net Income 2011: $5,7992011Revenue 2012: $62,154Expenses 2012: $62,434Net Income 2012: -$2802012Revenue 2013: $55,514Expenses 2013: $56,929Net Income 2013: -$1,4152013Revenue 2014: $61,463Expenses 2014: $57,417Net Income 2014: $4,0462014Revenue 2015: $55,199Expenses 2015: $62,441Net Income 2015: -$7,2422015Revenue 2016: $58,393Expenses 2016: $64,634Net Income 2016: -$6,2412016Revenue 2017: $64,993Expenses 2017: $65,303Net Income 2017: -$3102017Revenue 2018: $121,002Expenses 2018: $134,834Net Income 2018: -$13,8322018Revenue 2019: $137,497Expenses 2019: $113,933Net Income 2019: $23,5642019Revenue 2020: $66,496Expenses 2020: $45,673Net Income 2020: $20,8232020Revenue 2021: $14,142Expenses 2021: $52,991Net Income 2021: -$38,8492021Revenue 2022: $13,815Expenses 2022: $24,123Net Income 2022: -$10,3082022Revenue 2023: $17,030Expenses 2023: $17,610Net Income 2023: -$5802023Revenue 2024: $1,232Expenses 2024: $6,401Net Income 2024: -$5,1692024

Highlighted filing

2014

Revenue$61,463
Expenses$57,417
Net Income$4,046
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$83,998
Mission and Program Overview

Mission

To interchange information, advance knowledge and eduction, and foster sound principles, procedures and practices in the field of employee benefit plans.

Program Services

DescriptionGrantsExpenses
The organization provided a variety of educational events to its members and the general public that helped advance employee benefits planning, develop professional skills, and provide a higher quality of service to said general public. On top of that, the organization was able to provide assistance to the Rio Hondo Boys & Girls Club.--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rose HookTreasurer-$0--
Hugo SibrianVice President-$0--
Asuncion SanchezSecretary-$0--
Amani HariegDirector-$0--
Louis MartinezPast President-$0--
Aneesa HaiderPresident-$0--
Mary HoffmanDirector-$0--
KATIE MARTINEZDirector-$0--
Liz SibrianDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$38,757$23,257$1,927$21,330
Total Events$38,757$23,257$22,535$722
Filing and Contact Details

Filer

EIN
95-6105571
Phone
8889603272

Signing Officer

Name
Hugo Sibrian
Title
President
Signed
2015-02-10
Discuss with paid preparer
Yes

Preparer

Preparer
William E Roeser
Phone
5592255200
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $414”

Other Expenses.1005

“Travel $1913”

Other Expenses.1012

“Insurance $1066”

Other Expenses.1

“Member meeting expenses $21678”

Other Expenses.2

“Bank service charges $2325”

Other Expenses.4

“MISCELLANEOUS $352”

Other Expenses.5

“Board meeting expenses $350”

Other Expenses.6

“WEBSITE $120”

Other Expenses.7

“TELEPHONE $112”

Other Expenses.9

“TAX AND LICENSING $10”

Raw XML Appendix160 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Professional Exchange Service
IRS990EZ/BooksInCareOfDetail/PhoneNum05592286140
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104747 N First St Ste 140
IRS990EZ/BooksInCareOfDetail/USAddress/City0Fresno
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode093726
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045089
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04046
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026950
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041043
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045089
IRS990EZ/FundraisingGrossIncomeAmt023257
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01700
IRS990EZ/GrossReceiptsAmt083998
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041043
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045089
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041043
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045089
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
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/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rose Hook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Hugo Sibrian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Asuncion Sanchez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amani Harieg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Louis Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Aneesa Haider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mary Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATIE MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Liz Sibrian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INTERCHANGE INFORMATION, ADVANCE KNOWLEDGE AND EDUCTION, AND FOSTER SOUND PRINCIPLES, PROCEDURES AND PRACTICES IN THE FIELD OF EMPLOYEE BENEFIT PLANS.
IRS990EZ/PrintingPublicationsPostageAmt0427
IRS990EZ/ProgramServiceRevenueAmt022130
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization provided a variety of educational events to its members and the general public that helped advance employee benefits planning, develop professional skills, and provide a higher quality of service to said general public. On top of that, the organization was able to provide assistance to the Rio Hondo Boys & Girls Club.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt022535
IRS990EZ/SpecialEventsNetIncomeLossAmt0722
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057417
IRS990EZ/TotalRevenueAmt061463
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://ebpa.net/
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022535
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08913
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08913
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038757
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023257
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0722
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01991
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01991
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01927
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01927
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09704
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBER MEETING EXPENSES $21678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK SERVICE CHARGES $2325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD MEETING EXPENSES $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX AND LICENSING $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hugo Sibrian
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Employee Benefit Planning Association
ReturnHeader/Filer/BusinessName/BusinessNameLine20of Southern California Inc
ReturnHeader/Filer/BusinessNameControlTxt0EMPL
ReturnHeader/Filer/EIN0956105571
ReturnHeader/Filer/PhoneNum08889603272
ReturnHeader/Filer/USAddress/AddressLine104747 N First St
ReturnHeader/Filer/USAddress/City0Fresno
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093726
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROESER ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109 RIVER PARK PL E STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093720
ReturnHeader/PreparerPersonGrp/PhoneNum05592255200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William E Roeser
ReturnHeader/ReturnTs02015-02-11T11:59:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,089
Liabilities
-
Net assets
$45,089
Revenue
$61,463
Expenses
$57,417
Net income
$4,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.01$0.06$0.05
2023Summary only. Only limited summary data is available for this year.$0.12$0.00$0.17$0.18$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.13$0.14$0.24$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.23$0.14$0.53$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.62$0.66$0.46$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.37$1.14$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.17$1.21$1.35$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$0.65$0.65$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.58$0.65$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.55$0.62$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.61$0.57$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.56$0.57$0.01
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$0.62$0.62$0.00
2011Summary only. Only limited summary data is available for this year.$0.43$0.00$0.85$0.79$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits