Southern California Consultants & Financial Planners Prof Assoc Veba is a 501(c)(9) organization based in West Hills, California, registered in 1991, with $324,385 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$324K
▲ 285.1% vs prior year
Expenses (FY2024)
$311K
Net assets
$8.0M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Southern California Consultants & Financial Planners Prof Assoc Veba— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Southern California Consultants & Financial Planners Prof Assoc Veba: 308 mo reserves · +4% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Southern California Consultants & Financial Planners Prof Assoc Veba— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Southern California Consultants & Financial Planners Prof Assoc Veba: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $28 (FY2015) to $324K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
4.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$8.5M
Total liabilities
$561K
Net assets
$8.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $324,385▲285% | $310,948▲443% | $7,979,171▲0.2% | $8,539,990▲0.7% | 990 |
| 2023 | $84,230▼47.9% | $57,264▼65.8% | $7,965,734▲0.3% | $8,484,656▲1.5% | 990 |
| 2022 | $161,668▼55.6% | $167,231▲176% | $7,938,768▼0.1% | $8,356,438▲1.1% | 990 |
| 2021 | $364,060▼4.2% | $60,557▼85.3% | $7,944,331▲4.0% | $8,265,810▲4.1% | 990 |
| 2020 | $380,171▼85.2% | $413,101▲264% | $7,640,828▼0.4% | $7,939,291▼0.4% | 990 |
| 2019 | $2,567,862▲13.0% | $113,548▼98.3% | $7,673,758▲47.0% | $7,972,134▲48.1% | 990 |
| 2018 | $2,272,213▲36.0% | $6,861,427▲131% | $5,219,444▼46.8% | $5,381,171▼46.1% | 990 |
| 2017 | $1,671,229▲297% | $2,971,758▲639% | $9,808,658▼11.7% | $9,986,539▼12.5% | 990 |
| 2016 | $421,137▲1503961% | $402,364▲239% | $11,109,187▲0.2% | $11,409,161▲2.3% | 990 |
| 2015 | $28 | $118,620 | $11,090,414 | $11,150,149 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Southern California Consultants & Financial Planners Prof Assoc Veba (EIN 95-4104209) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.