Nonprofit · EIN 33-0706599
WESTERN PENSION & BENEFITS CONFERENCE
Also known as ORANGE COUNTY
Tax-exempt · GARDEN GROVE, CA 92846
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $56,441 | $61,830 | -$5,389 | $138,707 | $0 | $138,707 |
| June 30, 2024 | 990-EZ | $56,448 | $55,759 | $689 | $144,096 | $0 | $144,096 |
| June 30, 2023 | 990-EZ | $54,721 | $48,895 | $5,826 | $143,407 | $0 | $143,407 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $12,100
- Program service revenue
- $42,435
- Investment income
- $1,906
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $61,830
- Program services (functional)
- $59,231
Balance sheet and other
- Total assets, start of year
- $144,096
- Total assets, end of year
- $138,707
- Total liabilities, end of year
- $0
- Net assets, end of year
- $138,707
- Cash, savings and investments
- $138,656
- Gross receipts
- $56,441
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Samantha Graboff | President | 1 | $0 |
| Shannon Main | Past President | 1 | $0 |
| Mark Murphy | Treasurer | 1 | $0 |
| Kathleen Bass | Secretary | 1 | $0 |
| Andrew Hermann | Membership Chair | 1 | $0 |
| Aran Sahagun | Programs Co-Chair | 1 | $0 |
| Michael Flateboe | Programs Co-Chair | 1 | $0 |
| Paul Yossem | Director at Large | 1 | $0 |
| Hitz Burton | Director at Large | 1 | $0 |
| Matt Russikoff | Director at Large | 1 | $0 |
| Katrina Veldkamp | Programs Co-Chair | 1 | $0 |
| Aksana Munoz | President Elect | 1 | $0 |
990-EZ for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tom Drosky | President | 1 | $0 |
| Samantha Graboff | President Elect | 1 | $0 |
| Shannon Main | Past President | 1 | $0 |
| Mark Murphy | Treasurer | 1 | $0 |
| Curtis Farrell | Secretary | 1 | $0 |
| Andrew Hermann | Membership Chair | 1 | $0 |
| Mindy Marburger | Programs Co-Chair | 1 | $0 |
| Michael Flateboe | Programs Co-Chair | 1 | $0 |
| Kathleen Bass | Newsletter Chair | 1 | $0 |
| Hitz Burton | Director at Large | 1 | $0 |
| Matt Russikoff | Director at Large | 1 | $0 |
| Margaret Martinazzi | Director at Large | 1 | $0 |
| Katrina Veldkamp | Director at Large | 1 | $0 |
| Aksana Munoz | Director at Large | 1 | $0 |
990-EZ for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tom Drosky | President | 1 | $0 |
| Samantha Graboff | President Elect | 1 | $0 |
| Shannon Main | Past President | 1 | $0 |
| Mark Murphy | Treasurer | 1 | $0 |
| Curtis Farrell | Secretary | 1 | $0 |
| Andrew Hermann | Membership Chair | 1 | $0 |
| Mindy Marburger | Programs Co-Chair | 1 | $0 |
| Michael Flateboe | Programs Co-Chair | 1 | $0 |
| Kathleen Bass | Newsletter Chair | 1 | $0 |
| Hitz Burton | Director at Large | 1 | $0 |
| Kris Krikorian | Sponsors Chair | 1 | $0 |
| Margaret Martinazzi | Director at Large | 1 | $0 |
| Alison Fay | Director at Large | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6111, GARDEN GROVE, CA 92846-6111
- In care of
- % MARTHA A SANTOS
- Signed the 990-EZ
- Mark Murphy, Treasurer
- Phone
- (949) 407-9128
- Website
- www.westernpension.org
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0706599 or by the name WESTERN PENSION & BENEFITS CONFERENCE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- 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.Expenses $59,231
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0706599
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $138,707
- Income (IRS master file)
- $56,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $56,441 | $61,830 | $138,707 | XML |
| 990-EZ | June 2024 | $56,448 | $55,759 | $144,096 | XML |
| 990-EZ | June 2023 | $54,721 | $48,895 | $143,407 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0706599).
Questions about WESTERN PENSION & BENEFITS CONFERENCE
- What is the EIN of WESTERN PENSION & BENEFITS CONFERENCE?
- The employer identification number (EIN) of WESTERN PENSION & BENEFITS CONFERENCE is 33-0706599.
- Is WESTERN PENSION & BENEFITS CONFERENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1997.
- Are donations to WESTERN PENSION & BENEFITS CONFERENCE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN PENSION & BENEFITS CONFERENCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTERN PENSION & BENEFITS CONFERENCE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN PENSION & BENEFITS CONFERENCE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of WESTERN PENSION & BENEFITS CONFERENCE?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does WESTERN PENSION & BENEFITS CONFERENCE have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $56,441, expenses of $61,830 and total assets of $138,707 at year end.
Other nonprofits in GARDEN GROVE
- COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY EIN 95-2452787 · last filed 990 for 2024
- BOYS & GIRLS CLUBS OF GARDEN GROVE INC EIN 95-6112702 · last filed 990 for 2025
- NHAN HOA COMPRENESIVE HEALTH CARE CLINIC INC EIN 33-0477323 · last filed 990 for 2025
- ORANGE COUNTY ASIAN AND PACIFIC ISLANDER COMMUNITY ALLIANCE INC EIN 91-2047245 · last filed 990 for 2025
- SOUTHLAND INTEGRATED SERVICES INC EIN 95-3403526 · last filed 990 for 2025
- AMVETS DEPARTMENT OF CALIFORNIA SERVICE FOUNDATION EIN 95-6056761 · last filed 990 for 2024
- AMERICAN SOCIETY FOR AESTHETIC PLASTIC SURGERY INC EIN 23-7267103 · last filed 990 for 2025
- BRACKENS KITCHEN INC EIN 46-2633171 · last filed 990 for 2025