Civic Intelligence

Orange County Employee Benefit Council

EIN 33-0018347 • 501(c)6 • Rancho Mission Viejo, CA

Profile

Education members and aid communication

30767 Gateway Place 511Rancho Mission Viejo, CA 92694

www.ocebc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.04x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

23%

Higher net margin than 83% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$259,762

Up $92,419 (+55%) from 2022

Liabilities

Up

$9,580

Up $134 (+1.4%) from 2022

Net Assets

Up

$250,182

Up $92,285 (+58%) from 2022

Operations
Liabilities / Revenue65th percentileNet Margin83rd percentile

Revenue

Up

$422,431

Up $179,863 (+74%) from 2022

Expenses

Up

$327,289

Up $72,278 (+28%) from 2022

Net Income

Up

$95,142

Up $107,585 (+865%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2015: $84,788Net Assets 2015: $84,7882015Assets 2016: $86,664Net Assets 2016: $86,6642016Assets 2017: $82,909Net Assets 2017: $82,9092017Assets 2018: $84,894Net Assets 2018: $84,8942018Assets 2019: $94,973Net Assets 2019: $94,9732019Assets 2020: $123,661Liabilities 2020: $0Net Assets 2020: $123,6612020Assets 2021: $180,078Liabilities 2021: $9,738Net Assets 2021: $170,3402021Assets 2022: $167,343Liabilities 2022: $9,446Net Assets 2022: $157,8972022Assets 2024: $259,762Liabilities 2024: $9,580Net Assets 2024: $250,1822024

Highlighted filing

2024

Assets$259,762
Liabilities$9,580
Net Assets$250,182
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $106,324Expenses 2015: $128,176Net Income 2015: -$21,8522015Revenue 2016: $57,984Expenses 2016: $56,108Net Income 2016: $1,8762016Revenue 2017: $64,196Expenses 2017: $67,951Net Income 2017: -$3,7552017Revenue 2018: $86,199Expenses 2018: $84,214Net Income 2018: $1,9852018Revenue 2019: $107,926Expenses 2019: $97,847Net Income 2019: $10,0792019Revenue 2020: $117,233Expenses 2020: $82,882Net Income 2020: $34,3512020Revenue 2021: $221,244Expenses 2021: $136,191Net Income 2021: $85,0532021Revenue 2022: $242,568Expenses 2022: $255,011Net Income 2022: -$12,4432022Revenue 2024: $422,431Expenses 2024: $327,289Net Income 2024: $95,1422024

Highlighted filing

2024

Revenue$422,431
Expenses$327,289
Net Income$95,142
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$259,762
Liabilities
$9,580
Net assets
$250,182
Revenue
$422,431
Expenses
$327,289
Net income
$95,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.10$2.50$4.22$3.27$0.95
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.09$1.58$2.43$2.55$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.10$1.70$2.21$1.36$0.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$1.17$0.83$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.08$0.98$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$0.86$0.84$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.83$0.64$0.68$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.87$0.58$0.56$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.06$1.28$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$422,431
Mission and Program Overview

Mission

Education members and aid communication

Dedicated to providing engaging network opportunities and the exchange of topical information and education for members to enhance careers and contribute to the betterment of the employee benefits field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$164,312$259,762▲ $95,450
Rtn Earn Endowment Incm Other Fnds$155,040$250,182▲ $95,142
Prepaid Expenses and Deferred Charges$455--
Total Assets$164,767$259,762▲ $94,995
Liabilities
Other Liabilities$9,727$9,580▼ $147
Total Liabilities$9,727$9,580▼ $147
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,040$250,182▲ $95,142
Total Liabilities and Net Assets / Fund Balance$164,767$259,762▲ $94,995
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Eric FarrPresident
Jenna FarrExecutive Di
Andrea FitzpatrickSecretary/tr
Lilian BaikVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,109
Program Service Revenue
$122,064
Investment Income
$6,212
Other Revenue
$290,046
Change in Net Assets
$95,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$322,289
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$160,890$3,998-$164,888
Fees for Services Management$27,086$34,418-$61,504
Advertising$9,173$36,281-$45,454
All Other Expenses$7,633$3,077-$10,710
Office Expenses$7,773$422-$8,195
Grants to Domestic Orgs$5,000--$5,000
Other Expenses$5,371$4,343-$4,343
Conferences and Meetings$2,224--$2,224
Total Functional Expenses$244,750$82,539$0$327,289
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
DEFERRED INCOME:DEFERRED INCOME-DUES$5,243
DEFERRED ANNUAL SPONSORSHIPS:DEFERRE$2,998
DEFERRED ANNUAL SPONSORSHIPS:DEFERRE$917
Due to Launchlab$422
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Directors appoint the officers and committee chairs for the organization. Directors serve on an annual basis and elect the new board prior to each calendar year.”

Form 990, Page 6, Part VI, Line 11B

“The governing board review the annual form 990 form prior to it's filing upon its approval.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors maintains a current conflict of interest policy and reviews it regularly.”

Form 990, Page 6, Part VI, Line 19

“Upon written request, the board of directors makes its governing documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Orange County Employee
EIN
33-0018347
Phone
9495472956
Address
30767 GATEWAY PLACE 511, RANCHO MISSION VIEJO, CA 92694

Signing Officer

Name
Jenna Farr
Title
Executive Director
Phone
9495472956
Signed
2025-05-09

Organization Details

Principal Officer
Jenna Farr
Formed
1984
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Morey CPA & Associates Inc
Address
665 CAMINO DE LOS MARES STE 306, SAN CLEMENTE, CA 92673-2841
Preparer
Jerry H Morey CPA
Phone
9494852011
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Holds meetings featuring speakers from various segments of the industry along with 3 members only events each year. The organization works diligently to secure high quality speakers who can share their pertinent insights on contemporary issues affecting the world of employee benefits. The council strives for balance in its presentation offerings so that national perspectives on health care are compared and contrasted with various economists- and industry analysts' views on business issues in orange county. Important and controversial subjects also are explored so that members can use the most current information and trends in their daily client work.”

Raw XML Appendix300 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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IRS990/BooksInCareOfDetail/USAddress/CityNm0RANCHO MISSION VIEJO
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/PersonNm3ANDREA FITZPATRICK
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0422431
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06212
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06212
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt04069
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED ANNUAL SPONSORSHIPS:DEFERRE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOLDS MEETINGS FEATURING SPEAKERS FROM VARIOUS SEGMENTS OF THE INDUSTRY ALONG WITH 3 MEMBERS ONLY EVENTS EACH YEAR. THE ORGANIZATION WORKS DILIGENTLY TO SECURE HIGH QUALITY SPEAKERS WHO CAN SHARE THEIR PERTINENT INSIGHTS ON CONTEMPORARY ISSUES AFFECTING THE WORLD OF EMPLOYEE BENEFITS. THE COUNCIL STRIVES FOR BALANCE IN ITS PRESENTATION OFFERINGS SO THAT NATIONAL PERSPECTIVES ON HEALTH CARE ARE COMPARED AND CONTRASTED WITH VARIOUS ECONOMISTS- AND INDUSTRY ANALYSTS' VIEWS ON BUSINESS ISSUES IN ORANGE COUNTY. IMPORTANT AND CONTROVERSIAL SUBJECTS ALSO ARE EXPLORED SO THAT MEMBERS CAN USE THE MOST CURRENT INFORMATION AND TRENDS IN THEIR DAILY CLIENT WORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS APPOINT THE OFFICERS AND COMMITTEE CHAIRS FOR THE ORGANIZATION. DIRECTORS SERVE ON AN ANNUAL BASIS AND ELECT THE NEW BOARD PRIOR TO EACH CALENDAR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BOARD REVIEW THE ANNUAL FORM 990 FORM PRIOR TO IT'S FILING UPON ITS APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS MAINTAINS A CURRENT CONFLICT OF INTEREST POLICY AND REVIEWS IT REGULARLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON WRITTEN REQUEST, THE BOARD OF DIRECTORS MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0164767
IRS990/TotalAssetsEOYAmt0259762
IRS990/TotalAssetsGrp/BOYAmt0164767
IRS990/TotalAssetsGrp/EOYAmt0259762
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04109
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082539
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0244750
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327289
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09727
IRS990/TotalLiabilitiesEOYAmt09580
IRS990/TotalLiabilitiesGrp/BOYAmt09727
IRS990/TotalLiabilitiesGrp/EOYAmt09580
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0250182
IRS990/TotalOtherProgSrvcExpenseAmt0244750
IRS990/TotalOtherProgSrvcGrantAmt05000
IRS990/TotalProgramServiceExpensesAmt0244750
IRS990/TotalProgramServiceRevenueAmt0122064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0418322
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0422431
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0164767
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0259762
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.OCEBC.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNA FARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09495472956
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330018347
ReturnHeader/Filer/PhoneNum09495472956
ReturnHeader/Filer/USAddress/AddressLine1Txt030767 GATEWAY PLACE 511
ReturnHeader/Filer/USAddress/CityNm0RANCHO MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092694
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463562990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOREY CPA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0665 CAMINO DE LOS MARES STE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN CLEMENTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926732841
ReturnHeader/PreparerPersonGrp/PhoneNum09494852011
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY H MOREY CPA
ReturnHeader/ReturnTs02025-05-20T18:43:02-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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