Civic Intelligence

Orange County Professional Firefighters Association Group Benefit Plan

EIN 33-6216448 • 501(c)9 • Tustin, CA

Profile

To provide hospital, medical, prescription, dental care, vision care, life insurance and disability benefits and a wellness-fitness initiative program for eligible participants and their dependents.

1342 Bell Ave Ste 3ATustin, CA 92780

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.20x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.12x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

11th percentile

-14%

Higher net margin than 11% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$114,393

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

12th percentile

-16%

Faster asset growth than 12% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

2.0%

Faster revenue growth than 30% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$23,529,903

Down $4,408,669 (-16%) from 2023

Liabilities

Up

$4,726,259

Up $495,134 (+12%) from 2023

Net Assets

Down

$18,803,644

Down $4,903,803 (-21%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin11th percentile

Revenue

Up

$39,994,639

Up $790,892 (+2.0%) from 2023

Expenses

Up

$45,750,496

Up $3,607,091 (+8.6%) from 2023

Net Income

Down

-$5,755,857

Down $2,816,199 (-96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$40M$30M$20M$10M$0Assets 2015: $15,254,016Liabilities 2015: $3,254,605Net Assets 2015: $11,999,4112015Assets 2016: $16,899,485Liabilities 2016: $3,620,553Net Assets 2016: $13,278,9322016Assets 2017: $16,859,853Liabilities 2017: $2,718,674Net Assets 2017: $14,141,1792017Assets 2018: $18,132,205Liabilities 2018: $3,192,033Net Assets 2018: $14,940,1722018Assets 2020: $22,069,359Liabilities 2020: $3,550,522Net Assets 2020: $18,518,8372020Assets 2021: $28,643,886Liabilities 2021: $3,862,037Net Assets 2021: $24,781,8492021Assets 2022: $30,138,304Liabilities 2022: $3,965,281Net Assets 2022: $26,173,0232022Assets 2023: $27,938,572Liabilities 2023: $4,231,125Net Assets 2023: $23,707,4472023Assets 2024: $23,529,903Liabilities 2024: $4,726,259Net Assets 2024: $18,803,6442024

Highlighted filing

2024

Assets$23,529,903
Liabilities$4,726,259
Net Assets$18,803,644
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$60M$40M$20M$0-$20MRevenue 2015: $28,169,750Expenses 2015: $25,982,351Net Income 2015: $2,187,3992015Revenue 2016: $29,474,018Expenses 2016: $27,803,734Net Income 2016: $1,670,2842016Revenue 2017: $28,201,539Expenses 2017: $28,063,310Net Income 2017: $138,2292017Revenue 2018: $32,396,027Expenses 2018: $31,862,315Net Income 2018: $533,7122018Revenue 2020: $39,782,433Expenses 2020: $37,068,485Net Income 2020: $2,713,9482020Revenue 2021: $42,562,014Expenses 2021: $38,833,708Net Income 2021: $3,728,3062021Revenue 2022: $42,963,129Expenses 2022: $40,003,276Net Income 2022: $2,959,8532022Revenue 2023: $39,203,747Expenses 2023: $42,143,405Net Income 2023: -$2,939,6582023Revenue 2024: $39,994,639Expenses 2024: $45,750,496Net Income 2024: -$5,755,8572024

Highlighted filing

2024

Revenue$39,994,639
Expenses$45,750,496
Net Income-$5,755,857
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
$23,529,903
Liabilities
$4,726,259
Net assets
$18,803,644
Revenue
$39,994,639
Expenses
$45,750,496
Net income
-$5,755,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$4.73$18.8$40.0$45.8$5.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.9$4.23$23.7$39.2$42.1$2.94
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$3.97$26.2$43.0$40.0$2.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$3.86$24.8$42.6$38.8$3.73
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$3.55$18.5$39.8$37.1$2.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$3.19$14.9$32.4$31.9$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$2.72$14.1$28.2$28.1$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$3.62$13.3$29.5$27.8$1.67
2015Detailed filing. Detailed filing data is available for this year.$15.3$3.25$12.0$28.2$26.0$2.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$40,024,391
Mission and Program Overview

Mission

To provide hospital, medical, prescription, dental care, vision care, life insurance and disability benefits and a wellness-fitness initiative program for eligible participants and their dependents.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,707,447$18,803,644▼ $4,903,803
Investments in Publicly Traded Securities$11,649,819$12,941,763▲ $1,291,944
Savings and Temporary Cash Investments$14,657,814$8,664,997▼ $5,992,817
Accounts Receivable$1,630,939$1,923,143▲ $292,204
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$27,938,572$23,529,903▼ $4,408,669
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$4,199,182$4,572,891▲ $373,709
Accounts Payable and Accrued Expenses$31,943$153,368▲ $121,425
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,231,125$4,726,259▲ $495,134
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,707,447$18,803,644▼ $4,903,803
Total Liabilities and Net Assets / Fund Balance$27,938,572$23,529,903▼ $4,408,669
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleOtherTotal
Cynthia MonrealOffice Manager$114,393$114,393
Chris HammTrustee$47,387$47,387
Justin DillonTrustee$32,233$32,233
Jason FleenorTrustee - Past$29,617$29,617
Timothy StegingTrustee$29,617$29,617
Brian AbneyTrustee$21,489$21,489
Buddy Lee BrownTrustee$21,489$21,489
Eric ThorsonTrustee$19,744$19,744
Jeffrey DahlenTrustee$19,744$19,744
Jonathan WhiteTrustee$19,744$19,744
Kevin GorhanTrustee$19,744$19,744
Todd BaldridgeTrustee - Past$4,186$4,186
Sam SemingsonTrustee - Past$2,616$2,616
Steven KrihaTrustee - Past$2,616$2,616
Andrew BergenTrustee - Past$1,744$1,744
Lee CabreraTrustee - Past$1,744$1,744
Scott MartinTrustee - Past$1,744$1,744
Scott NestorTrustee - Past$1,744$1,744

Board Members and Trustees

NameTitle
John Dewey BarangerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$39,262,508
Investment Income
$732,131
Other Revenue
$0
Change in Net Assets
$-5,755,857

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,994,639
Revenue Not Reported on Form 990
$852,054
Total Revenue per Audited Statements
$40,846,693
Total Revenue per Form 990
$39,994,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$211,364
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---$45,539,132
Fees for Services Accounting---$93,400
Fees for Services Legal---$45,953
Fees for Service Investment Mgmnt Fees---$43,416
Other Expenses---$22,006
Insurance---$6,589
Total Functional Expenses$0$0$0$45,750,496

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,750,496
Total Expenses per Audited Statements$45,750,496
Total Expenses per Form 990$45,750,496
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$4,572,891
Governance and Compliance

Governance Checklist

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

PART VI, LINE 11B:

“Form 990 was distributed to all trustees and reviewed during the board of trustees meeting before it was filed.”

PART VI, LINE 12C:

“Trustees are required to notify the board of trustees of any changes in their interest that could give rise to conflicts.”

PART VI, LINES 15A AND 15B:

“Members of the governing body do not receive compensation.”

PART VI, LINE 19:

“PLAN's DOCUMENTS AND ANY OTHER GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan OFFICE AND ARE AVAILABLE UPON REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS.”

Filing and Contact Details

Filer

Filer Name
Orange County Professional Firefighters
EIN
33-6216448
In Care Of
% BROWN INSURANCE SERVICES IN
Phone
9494863631
Address
1342 BELL AVE STE 3A, TUSTIN, CA 92780

Signing Officer

Name
John Baranger
Title
Treasurer
Phone
7144607744
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Baranger
Formed
1999
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Edmond Avaness CPA
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 - ORGANIZATION'S MISSION:

“To provide hospital, medical, prescription, dental care, vision care, life insurance and disability benefits and a wellness-fitness initiative program for eligible participants and their dependents.”

Financial Statement Notes

PART X, LINE 2:

“The Plan is tax-exempt under Internal Revenue Code Section 501(c)(9) and from the state of California under Revenue and Taxation Code Section 23701i; therefore, no provision is made for federal or state income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 520 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan is tax-exempt under Internal Revenue Code Section 501(c)(9) and from the state of California under Revenue and Taxation Code Section 23701i; therefore, no provision is made for federal or state income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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