Civic Intelligence

Orange County Employees Association Health and Welfare Trust

990 • Fiscal year 2020 • EIN 33-0660405

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2020

Organization ProfileN/A

View Organization Page

830 North Ross StreetSanta Ana, CA 92701

(714) 835-3355

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

48th percentile

6.4%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

57th percentile

10%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-4.1%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$40,095,238

Up $3,672,236 (+10%) from 2019

Net Assets

Up

$39,602,436

Up $3,868,767 (+11%) from 2019

Liabilities

Down

$492,802

Down $196,531 (-29%) from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin48th percentile

Revenue

Down

$16,875,986

Down $718,797 (-4.1%) from 2019

Expenses

Down

$15,789,043

Down $262,510 (-1.6%) from 2019

Net Income

Down

$1,086,943

Down $456,287 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$60M$40M$20M$0Assets 2014: $27,006,422Liabilities 2014: $880,112Net Assets 2014: $26,126,3102014Assets 2015: $28,024,775Liabilities 2015: $664,917Net Assets 2015: $27,359,8582015Assets 2016: $29,755,793Liabilities 2016: $929,094Net Assets 2016: $28,826,6992016Assets 2017: $33,306,638Liabilities 2017: $986,250Net Assets 2017: $32,320,3882017Assets 2018: $33,175,285Liabilities 2018: $839,199Net Assets 2018: $32,336,0862018Assets 2019: $36,423,002Liabilities 2019: $689,333Net Assets 2019: $35,733,6692019Assets 2020: $40,095,238Liabilities 2020: $492,802Net Assets 2020: $39,602,4362020Assets 2021: $45,817,870Liabilities 2021: $34,614Net Assets 2021: $45,783,2562021Assets 2022: $43,441,291Liabilities 2022: $77,000Net Assets 2022: $43,364,2912022Assets 2023: $48,089,007Liabilities 2023: $621,647Net Assets 2023: $47,467,3602023Assets 2024: $51,686,239Liabilities 2024: $624,917Net Assets 2024: $51,061,3222024

Highlighted filing

2020

Assets$40,095,238
Liabilities$492,802
Net Assets$39,602,436
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0Revenue 2014: $16,815,665Expenses 2014: $15,130,563Net Income 2014: $1,685,1022014Revenue 2015: $17,449,997Expenses 2015: $16,040,397Net Income 2015: $1,409,6002015Revenue 2016: $17,001,266Expenses 2016: $16,173,265Net Income 2016: $828,0012016Revenue 2017: $18,291,065Expenses 2017: $16,040,645Net Income 2017: $2,250,4202017Revenue 2018: $16,497,120Expenses 2018: $15,823,837Net Income 2018: $673,2832018Revenue 2019: $17,594,783Expenses 2019: $16,051,553Net Income 2019: $1,543,2302019Revenue 2020: $16,875,986Expenses 2020: $15,789,043Net Income 2020: $1,086,9432020Revenue 2021: $17,289,153Expenses 2021: $13,117,686Net Income 2021: $4,171,4672021Revenue 2022: $17,787,150Expenses 2022: $16,557,167Net Income 2022: $1,229,9832022Revenue 2023: $17,770,245Expenses 2023: $17,143,284Net Income 2023: $626,9612023Revenue 2024: $19,067,603Expenses 2024: $16,890,137Net Income 2024: $2,177,4662024

Highlighted filing

2020

Revenue$16,875,986
Expenses$15,789,043
Net Income$1,086,943
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2020
Return Version
2020v4.1
Gross Receipts
$16,875,986
Mission and Program Overview

Mission

NONE

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$35,733,669$39,602,436▲ $3,868,767
Investments in Publicly Traded Securities$14,721,148$16,477,028▲ $1,755,880
Savings and Temporary Cash Investments$13,154,632$13,755,298▲ $600,666
Cash and Non-Interest-Bearing Accounts$6,660,173$7,416,270▲ $756,097
Accounts Receivable$351,655$316,147▼ $35,508
Land, Buildings, and Equipment, Net$101,754$145,951▲ $44,197
Prepaid Expenses and Deferred Charges$5,350$4,200▼ $1,150
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$36,423,002$40,095,238▲ $3,672,236
Other Assets Total$1,428,290$1,980,344▲ $552,054
Liabilities
Other Liabilities$689,333$492,802▼ $196,531
Total Liabilities$689,333$492,802▼ $196,531
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,733,669$39,602,436▲ $3,868,767
Total Liabilities and Net Assets / Fund Balance$36,423,002$40,095,238▲ $3,672,236

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$145,951$109,284$255,235
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Lezlee NeebeChairman
Elizabeth Cooper-butlerTrustee
Iriss BarrigaTrustee
Jose GomezTrustee
Lani NguyenTrustee
Teresa GarciaTrustee
Maria CoronaSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Orange County Employees AssociationContract Administrator830 NORTH ROSS STREET, Santa Ana, CA 92701$1,019,700
Brown & BrownBenefits ConsultantPO BOX 743044, Los Angeles, CA 90074-3044$111,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$16,215,844
Investment Income
$542,943
Other Revenue
$117,199
Change in Net Assets
$1,086,943

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,875,987
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,567,056
Total Revenue per Audited Statements
$18,443,043
Total Revenue per Form 990
$16,875,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,134,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$13,654,922
Fees for Services Management---$1,019,700
Fees for Services Other---$669,922
Office Expenses---$66,606
Depreciation Depletion---$42,017
Other Expenses---$38,287
Fees for Services Accounting---$19,500
Insurance---$11,449
Fees for Services Legal---$8,787
Total Functional Expenses$0$0$0$15,789,043

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,789,043
Total Expenses per Audited Statements$15,789,043
Total Expenses per Form 990$15,789,043
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Premiums Payable$492,802
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegates control of management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to the contract administrator, orange county employees association.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The trustees designate the adminstrator to review the form.”

Form 990, Part VI, Section B, Line 12C

“The organization monitors and enforces compliance with the policy through discussions with trustees.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

Form 990 Part VII Section A Column E and F

“Trustees of the trust are employees of contributing employers that are considered related organizations under the definitions in schedule r. The trust is unable to report compensation and benefits paid to the trustees by related organizations as it was unable to obtain the information after making reasonable efforts. The trust requested the compensation information from the trustee(s) by providing a questionnaire requesting the required information along with instructions to explain the information needed. The questionnaires for the trustees were not received back prior to filing the tax return.”

Filing and Contact Details

Filer

Filer Name
Orange County Employees Association
EIN
33-0660405
Phone
7148353355
Address
830 NORTH ROSS STREET, SANTA ANA, CA 92701

Signing Officer

Name
Lezlee Neebe
Title
Trustee
Phone
7148353355
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lezlee Neebe
Formed
1998
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray
Phone
9094664410
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of directors assumes responsibility for overseeing the audit of the organization's financial statements and for selecting the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities.”

Raw XML AppendixShowing 400 of 416 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.

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IRS990/PYBenefitsPaidToMembersAmt014028061
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0719712
IRS990/PYOtherExpensesAmt02023492
IRS990/PYOtherRevenueAmt0681005
IRS990/PYProgramServiceRevenueAmt016194066
IRS990/PYRevenuesLessExpensesAmt01543230
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016051553
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017594783
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01086943
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt035733669
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039602436
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013154632
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013755298
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0145951
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0109284
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0255235
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt015789043
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01567056
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0492802
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREMIUMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt01567056
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt016875987
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0145951
IRS990ScheduleD/TotalExpensesPerForm990Amt015789043
IRS990ScheduleD/TotalLiabilityAmt0492802
IRS990ScheduleD/TotalRevenuePerForm990Amt016875987
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018443043
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015789043
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES CONTROL OF MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, ORANGE COUNTY EMPLOYEES ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES DESIGNATE THE ADMINSTRATOR TO REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH DISCUSSIONS WITH TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE TRUST IS UNABLE TO REPORT COMPENSATION AND BENEFITS PAID TO THE TRUSTEES BY RELATED ORGANIZATIONS AS IT WAS UNABLE TO OBTAIN THE INFORMATION AFTER MAKING REASONABLE EFFORTS. THE TRUST REQUESTED THE COMPENSATION INFORMATION FROM THE TRUSTEE(S) BY PROVIDING A QUESTIONNAIRE REQUESTING THE REQUIRED INFORMATION ALONG WITH INSTRUCTIONS TO EXPLAIN THE INFORMATION NEEDED. THE QUESTIONNAIRES FOR THE TRUSTEES WERE NOT RECEIVED BACK PRIOR TO FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VII SECTION A COLUMN E AND F
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ORANGE COUNTY EMPLOYEES ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COUNTY OF ORANGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ORANGE COUNTY FIRE AUTHORITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951685796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADMINISTRATOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0830 NORTH ROSS STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA ANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01019700
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0OCEA GENERA FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt036423002
IRS990/TotalAssetsEOYAmt040095238
IRS990/TotalAssetsGrp/BOYAmt036423002
IRS990/TotalAssetsGrp/EOYAmt040095238
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015789043
IRS990/TotalGrossUBIAmt0542943
IRS990/TotalLiabilitiesBOYAmt0689333
IRS990/TotalLiabilitiesEOYAmt0492802
IRS990/TotalLiabilitiesGrp/BOYAmt0689333
IRS990/TotalLiabilitiesGrp/EOYAmt0492802
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt035733669
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039602436
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt016215844
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016333043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016875986
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0542943
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036423002
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040095238
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0830 NORTH ROSS STREET
IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092701
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEZLEE NEEBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07148353355
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY EMPLOYEES ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0330660405
ReturnHeader/Filer/PhoneNum07148353355
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 NORTH ROSS STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092701

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,095,238
Liabilities
$492,802
Net assets
$39,602,436
Revenue
$16,875,986
Expenses
$15,789,043
Net income
$1,086,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.7$0.62$51.1$19.1$16.9$2.18
2023Detailed filing. Detailed filing data is available for this year.$48.1$0.62$47.5$17.8$17.1$0.63
2022Detailed filing. Detailed filing data is available for this year.$43.4$0.08$43.4$17.8$16.6$1.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.8$0.03$45.8$17.3$13.1$4.17
2020Detailed filing. Detailed filing data is available for this year.$40.1$0.49$39.6$16.9$15.8$1.09
2019Detailed filing. Detailed filing data is available for this year.$36.4$0.69$35.7$17.6$16.1$1.54
2018Detailed filing. Detailed filing data is available for this year.$33.2$0.84$32.3$16.5$15.8$0.67
2017Detailed filing. Detailed filing data is available for this year.$33.3$0.99$32.3$18.3$16.0$2.25
2016Detailed filing. Detailed filing data is available for this year.$29.8$0.93$28.8$17.0$16.2$0.83
2015Detailed filing. Detailed filing data is available for this year.$28.0$0.66$27.4$17.4$16.0$1.41
2014Detailed filing. Detailed filing data is available for this year.$27.0$0.88$26.1$16.8$15.1$1.69