TY 2011 Form 990EZ

Form990-EZ
Click to see attachment

Department of the Treasury
Internal Revenue Service

Short Form
Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)

Sponsoring organizations of donor advised funds, organizations that operate one or more hospital facilities, and certain controlling organizations as defined in section 512(b)(13) must file Form 990 (see instructions).
All other organizations with gross receipts less than $200,000 and total assets less than $500,000 at the end of the year may use this form.

The organization may have to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-1150

2011

Open to Public
Inspection

Check if applicable:

Address change

Name change

Initial return

Terminated

Amended return

Application pending

C Name of organization
WESTERN PENSION & BENEFITS CONFERENCE

% DANIEL EVANS

Number and street (or P. O. box, if mail is not delivered to street address)C/O KTH 3101 NORTH CENTRAL
Room/suite

City or town, state or country, and ZIP + 4 PHOENIX, AZ85012

D Employer identification number

86-0392468

E Telephone number

F Group Exemption
Number. . bullet

K Check

if the organization is not a section 509(a)(3) supporting organization or a section 527 organization and its gross receipts are normally not more than $50,000. A Form 990-EZ or Form 990 return is not required though Form 990-N (e-postcard) may be required (see instructions). But if the organization chooses to file a return, be sure to file a complete return.

Part IRevenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I.)Check if the organization used Schedule O to respond to any question in this Part I...........
	1	Contributions, gifts, grants, and similar amounts received...............	1
2	Program service revenue including government fees and contracts ............	2
3	Membership dues and assessments......................	3	14,525
4	Investment income...........................	4
5a	Gross amount from sale of assets other than inventory........	5a
b	Less: cost or other basis and sales expenses...........	5b
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000) .	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the
	sum of such gross income and contributions exceeds $15,000)	6b	45,821
c	Less: direct expenses from gaming and fundraising events.......	6c	47,940
d	Net income or (loss) from gaming and fundraising events (Add lines 6a and 6b and subtract line 6c)	6d	-2,119
7a	Gross sales of inventory, less returns and allowances........	7a
b	Less: cost of goods sold.................	7b
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) .....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8.................	9	12,406
	10	Grants and similar amounts paid (list in Schedule O) .................	10
11	Benefits paid to or for members........................	11
12	Salaries, other compensation, and employee benefits................	12	0
13	Professional fees and other payments to independent contractors............	13
14	Occupancy, rent, utilities, and maintenance...................	14
15	Printing, publications, postage, and shipping...................	15
16	Other expenses (describe in Schedule O) ....................	16	6,434
17	Total expenses. Add lines 10 through 16 ....................	17	6,434
	18	Excess or (deficit) for the year (Subtract line 17 from line 9)............	18	5,972
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return)................	19	57,262
20	Other changes in net assets or fund balances (explain in Schedule O) ..........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20.........	21	63,234

Part IRevenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I.)Check if the organization used Schedule O to respond to any question in this Part I...........

Contributions, gifts, grants, and similar amounts received...............

Program service revenue including government fees and contracts ............

Membership dues and assessments......................

14,525

Investment income...........................

Gross amount from sale of assets other than inventory........

Less: cost or other basis and sales expenses...........

Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......

Gaming and fundraising events

Gross income from gaming (attach Schedule G if greater than $15,000) .

Gross income from fundraising events (not including $ of contributions
from fundraising events reported on line 1) (attach Schedule G if the Click to see attachment

sum of such gross income and contributions exceeds $15,000)

45,821

Less: direct expenses from gaming and fundraising events.......

47,940

Net income or (loss) from gaming and fundraising events (Add lines 6a and 6b and subtract line 6c)

-2,119

Gross sales of inventory, less returns and allowances........

Less: cost of goods sold.................

Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........

Other revenue (describe in Schedule O) .....................

Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8.................

12,406

Grants and similar amounts paid (list in Schedule O) .................

Benefits paid to or for members........................

Salaries, other compensation, and employee benefits................

Professional fees and other payments to independent contractors............

Occupancy, rent, utilities, and maintenance...................

Printing, publications, postage, and shipping...................

Other expenses (describe in Schedule O) ....................

6,434

Total expenses. Add lines 10 through 16 ....................

6,434

Excess or (deficit) for the year (Subtract line 17 from line 9)............

5,972

Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with

end-of-year figure reported on prior year’s return)................

57,262

Other changes in net assets or fund balances (explain in Schedule O) ..........

Net assets or fund balances at end of year. Combine lines 18 through 20......... Bullet

63,234

Part IIIStatement of Program Service Accomplishments (see the instructions for Part III.) Check if the organization used Schedule O to respond to any question in this Part III .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts; optional for others.)
What is the organization's primary exempt purpose? EMPLOYEE BENEFITS EDUCATION
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 BENEFIT PROFESSIONALS BY PROVIDING CONTINUING EDUCATION SEMINARS IN THE FIELD OF EMPLOYEE BENEFITS PROGRAMS (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 (Grants $ ) If this amount includes foreign grants, check here ...		30a
31 Other program services (describe in Schedule O) .................. (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..............	32

(a) Name and title	(b) Average hours per week devoted to position	(c)Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
PATRICK J WALTZ 2702 N 3RD STREET SUITE 3000 PHOENIX,AZ85004	PRESIDENT5.0	0	0	0
PHIL ALLEN 2901 N CENTRAL AVENUE SUITE 1100 PHOENIX,AZ85012	PRESIDENT-ELECT/DIRECTOR1.0	0	0	0
LEIGH GETSON 3101 N CENTRAL AVENUE SUITE 490 PHOENIX,AZ85012	INMMEDIATE PAST PRES1.0	0	0	0
DANIEL EVANS 77 WEST UNIVERSITY DRIVE MESA,AZ85201	TREASURER2.0	0	0	0
PATRICIA STAHM 3101 N CENTRAL AVENUE SUITE 300 PHOENIX,AZ85012	SECRETARY2.0	0	0	0
MATTHEW BRADFORD 2398 EAST CAMELBACK ROAD SUITE 400 PHOENIX,AZ85016	DIRECTOR1.0	0	0	0
ANNE M MEYER ONE ARIZONA CENTER PHOENIX,AZ85004	DIRECTOR1.0	0	0	0
DENISE ATWOOD ONE ARIZONA CENTER PHOENIX,AZ85004	DIRECTOR1.0	0	0	0
RYAN PATE 2423 E LINCOLN DRIVE PHOENIX,AZ85004	DIRECTOR1.0	0	0	0
RYAN ROLD 3101 N CENTRAL AVENUE SUITE 300 PHOENIX,AZ85012	DIRECTOR1.0	0	0	0
BILL SOBERS 4800 N SCOTTSDALE ROAD SUITE 4500 SCOTTSDALE,AZ85251	DIRECTOR1.0	0	0	0
ANITA BAKER 1201 SOUTH ALMA SCHOOL ROAD SUITE 1400 MESA,AZ85210	DIRECTOR1.0	0	0	0
DAWN LEE 2423 E LINCOLN DR PHOENIX,AZ85016	DIRECTOR1.0	0	0	0
CHERYL MOSTROM 3003 N CENTRAL AVENUE SUITE 2600 PHOENIX,AZ85012	DIRECTOR1.0	0	0	0
BONNIE J ROCKWOOD 3200 N CENTRAL AVENUE SUITE 2200 PHOENIX,AZ85012	DIRECTOR1.0	0	0	0

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefittransaction during the year or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I. ......

40b

Part VI

Section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts only. All section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts must answer questions 47-49b and 52. Check if the organization used Schedule O to respond to any question in this Part VI ...........

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ....

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee paid more than $100,000	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation

Total number of other employees paid over $100,000 ................. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and address of each independent contractor paid more than $100,000	(b) Type of service	(c) Compensation

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

(i) Name and address of individual or entity (fundraiser)	(ii) Activity	(iii) Did fundraiser have custody or control of contributions?	(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
Total .................

		(a) Event #1 LUNCHNS/SEMINAR (event type)	(b) Event #2 SPRING CONFRNCE (event type)	(c) Other Events 0 (total number)	(d) Total Events (Add col. (a) through col. (c))
	1	Gross receipts . . .	12,113	33,708	0	45,821
2	Less: Charitable contributions . . .
3	Gross income (line 1 minus line 2) . . .	12,113	33,708	0	45,821
	4	Cash prizes . . .
5	Non-cash prizes . .
6	Rent/facility costs . .
7	Food and beverages . .
8	Entertainment . . .
9	Other direct expenses .	17,535	27,312	0	44,847
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........	44,847
11	Net income summary. Combine lines 3 and 10 in column (d)............	974

Identifier	Return Reference	Explanation
OTHER EXPENSES SCHEDULE	FORM 990EZ PART I LINE 16	Description:LICENSES AND TAXES Amount:10
OTHER EXPENSES SCHEDULE	FORM 990EZ PART I LINE 16	Description:ADMINISTRATIVE EXPENSES Amount:6424

Identifier

Return Reference

Explanation

OTHER EXPENSES SCHEDULE

FORM 990EZ PART I LINE 16

Description:LICENSES AND TAXES Amount:10

OTHER EXPENSES SCHEDULE

FORM 990EZ PART I LINE 16

Description:ADMINISTRATIVE EXPENSES Amount:6424

Sign Here

	Signature of officer	Date

	Type or print name and title

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and e-mail solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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