Civic Intelligence

Orange County Employee Benefit Council

990 • Fiscal year 2023 • EIN 33-0018347

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 20, 2024

Organization ProfileWWW.OCEBC.ORG
30767 Gateway Place 511Rancho Mission Viejo, CA 92694

(949) 547-2956

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.03x

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

44th percentile

-1.0%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$164,767

Down $2,576 (-1.5%) from 2022

Net Assets

Down

$155,040

Down $2,857 (-1.8%) from 2022

Liabilities

Up

$9,727

Up $281 (+3.0%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin44th percentile

Revenue

Up

$285,919

Up $43,351 (+18%) from 2022

Expenses

Up

$288,776

Up $33,765 (+13%) from 2022

Net Income

Up

-$2,857

Up $9,586 (+77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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 2023: $164,767Liabilities 2023: $9,727Net Assets 2023: $155,0402023Assets 2024: $259,762Liabilities 2024: $9,580Net Assets 2024: $250,1822024

Highlighted filing

2023

Assets$164,767
Liabilities$9,727
Net Assets$155,040
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this 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 2023: $285,919Expenses 2023: $288,776Net Income 2023: -$2,8572023Revenue 2024: $422,431Expenses 2024: $327,289Net Income 2024: $95,1422024

Highlighted filing

2023

Revenue$285,919
Expenses$288,776
Net Income-$2,857
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 20, 2024
Return Version
2023v5.0
Gross Receipts
$285,919
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$167,343$164,312▼ $3,031
Rtn Earn Endowment Incm Other Fnds$157,897$155,040▼ $2,857
Prepaid Expenses and Deferred Charges-$455-
Total Assets$167,343$164,767▼ $2,576
Liabilities
Other Liabilities$9,446$9,727▲ $281
Total Liabilities$9,446$9,727▲ $281
Net Assets / Fund Balance
Total Net Assets Fund Balance$157,897$155,040▼ $2,857
Total Liabilities and Net Assets / Fund Balance$167,343$164,767▼ $2,576
Compensation and Service Providers
Top Officer Pay73rd 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
$21,201
Program Service Revenue
$76,808
Investment Income
$4,660
Other Revenue
$183,250
Change in Net Assets
$-2,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$281,276
Grants and Similar Amounts Paid$7,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$60,290--$60,290
Fees for Services Management-$37,848-$37,848
All Other Expenses$15,119$3,482-$18,601
Fees for Services Other$13,895--$13,895
Other Expenses$9,186--$9,186
Grants to Domestic Orgs$7,500--$7,500
Conferences and Meetings$7,000--$7,000
Advertising$3,462--$3,462
Insurance-$2,228-$2,228
Office Expenses$1,392--$1,392
Travel$85--$85
Total Functional Expenses$245,218$43,558$0$288,776
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 Dues$9,727
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
2024-06-20

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.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0264718
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0285919
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0167343
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0164767
IRS990/TravelGrp/ProgramServicesAmt085
IRS990/TravelGrp/TotalAmt085
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.OCEBC.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNA FARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09495472956
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-20
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY H MOREY CPA
ReturnHeader/ReturnTs02024-07-02T15:49:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FARR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,767
Liabilities
$9,727
Net assets
$155,040
Revenue
$285,919
Expenses
$288,776
Net income
-$2,857
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
2023Detailed filing. Detailed filing data is available for this year.$1.65$0.10$1.55$2.86$2.89$0.03
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