TY 2023 Form 990EZ

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; optional for others.)
What is the organization's primary exempt purpose? 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.
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 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. (Grants $ 0) If this amount includes foreign grants, check here ...			28a	50,293
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	50,293

(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
Tom Drosky President	1	0	0	0
Samantha Graboff President Elect	1	0	0	0
Shannon Main Past President	1	0	0	0
Mark Murphy Treasurer	1	0	0	0
Curtis Farrell Secretary	1	0	0	0
Andrew Hermann Membership Chair	1	0	0	0
Mindy Marburger Programs Co-Chair	1	0	0	0
Michael Flateboe Programs Co-Chair	1	0	0	0
Kathleen Bass Newsletter Chair	1	0	0	0
Hitz Burton Director at Large	1	0	0	0
Matt Russikoff Director at Large	1	0	0	0
Margaret Martinazzi Director at Large	1	0	0	0
Katrina Veldkamp Director at Large	1	0	0	0
Aksana Munoz Director at Large	1	0	0	0

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 as 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	(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 business address of each independent contractor	(b) Type of service	(c) Compensation

Return Reference	Explanation
Form 990-EZ, Part I, Line 16	Description;Amount^Program services;50293\|Management expenses;5466^Total;55759^
Form 990-EZ, Part II, Line 24	Description;EOY Amount^Computer equipment;355^Total;355^

Return Reference

Explanation

Form 990-EZ, Part I, Line 16

Description;Amount^Program services;50293|Management expenses;5466^Total;55759^

Form 990-EZ, Part II, Line 24

Description;EOY Amount^Computer equipment;355^Total;355^

1	Contributions, gifts, grants, and similar amounts received ....................	1	0
2	Program service revenue including government fees and contracts ................	2	42,350
3	Membership dues and assessments .............................	3	11,910
4	Investment income ....................................	4	2,188
5a	Gross amount from sale of assets other than inventory .......	5a	0
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c	0
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a	0
b	Gross income from fundraising events (not including $ 0 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	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d	0
7a	Gross sales of inventory, less returns and allowances ......	7a	0
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c	0
8	Other revenue (describe in Schedule O) ....................	8	0
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	56,448

10	Grants and similar amounts paid (list in Schedule O) ................	10	0
11	Benefits paid to or for members ......................	11	0
12	Salaries, other compensation, and employee benefits ................	12	0
13	Professional fees and other payments to independent contractors ............	13	0
14	Occupancy, rent, utilities, and maintenance ...................	14	0
15	Printing, publications, postage, and shipping ...................	15	0
16	Other expenses (describe in Schedule O) ...................	16	55,759
17	Total expenses. Add lines 10 through 16 .................	17	55,759

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	689
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	143,407
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20	0
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	144,096

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Software ID:	23018249
Software Version:	v1.00