Civic Intelligence

Orange County Professional Firefighters' Association Group Benefit Plan

990 • Fiscal year 2020 • EIN 33-6216448

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

Organization ProfileN/A
1342 Bell Ave Ste 3ATustin, CA 92780

(949) 486-3631

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.16x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.09x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

50th percentile

6.8%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$103,966

Higher top officer pay than 62% of similar nonprofits.

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

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

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2020

Revenue Growth

81st percentile

11%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$22,069,359

Up $3,937,154 (+22%) from 2018

Net Assets

Up

$18,518,837

Up $3,578,665 (+24%) from 2018

Liabilities

Up

$3,550,522

Up $358,489 (+11%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin50th percentile

Revenue

Up

$39,782,433

Up $7,386,406 (+23%) from 2018

Expenses

Up

$37,068,485

Up $5,206,170 (+16%) from 2018

Net Income

Up

$2,713,948

Up $2,180,236 (+409%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2020

Assets$22,069,359
Liabilities$3,550,522
Net Assets$18,518,837
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$39,782,433
Expenses$37,068,485
Net Income$2,713,948
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.1
Gross Receipts
$40,609,110
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$16,576,505$18,518,837▲ $1,942,332
Savings and Temporary Cash Investments$9,609,496$12,068,421▲ $2,458,925
Investments in Publicly Traded Securities$9,485,939$8,943,317▼ $542,622
Accounts Receivable$759,624$1,057,621▲ $297,997
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$19,855,059$22,069,359▲ $2,214,300
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,886,096$3,451,592▲ $565,496
Deferred Revenue$299,914$0▼ $299,914
Accounts Payable and Accrued Expenses$92,544$98,930▲ $6,386
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,278,554$3,550,522▲ $271,968
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,576,505$18,518,837▲ $1,942,332
Total Liabilities and Net Assets / Fund Balance$19,855,059$22,069,359▲ $2,214,300
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Cynthia MonrealOffice ManagerFT$103,966$103,966
Timothy StegingTrustee-$47,786$47,786
Matt SchuetzTrustee-$29,867$29,867
Richard TantuvanichTrustee-$29,867$29,867
Ryan BishopTrustee-$29,867$29,867
Joe SinclairTrustee-$19,911$19,911
Jon BieglerTrustee-$19,911$19,911
Reid GibsonTrustee-$19,911$19,911
Lee CabreraTrustee-$18,252$18,252
Steven KrihaTrustee-$18,252$18,252
Todd BaldridgeTrustee-$11,615$11,615
Brent BerkompasTrustee-$8,296$8,296
John CloughenTrustee-$1,659$1,659
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$39,502,002
Investment Income
$280,431
Other Revenue
$0
Change in Net Assets
$2,713,948

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,782,433
Revenue Not Reported on Form 990
$-771,616
Total Revenue per Audited Statements
$39,010,817
Total Revenue per Form 990
$39,782,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,869
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---$36,905,616
Fees for Services Accounting---$100,950
Fees for Service Investment Mgmnt Fees---$37,631
Insurance---$6,082
Other Expenses---$1,560
Total Functional Expenses$0$0$0$37,068,485

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$37,068,485
Total Expenses per Audited Statements$37,068,485
Total Expenses per Form 990$37,068,485
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$3,451,592
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
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
Sam Semingson
Title
Treasurer
Phone
7144607744
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
baryic a hunter
Formed
1999
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
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. 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.”

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.”

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IRS990/OtherExpensesGrp/TotalAmt016646
IRS990/OtherExpensesGrp/TotalAmt11560
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016576505
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt012068421
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03451592
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-771616
IRS990ScheduleD/RevenueSubtotalAmt039782433
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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IRS990ScheduleD/TotalLiabilityAmt03451592
IRS990ScheduleD/TotalRevenuePerForm990Amt039782433
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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. 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 - ORGANIZATION'S MISSION:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330672938
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA ANA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092705
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$22,069,359
Liabilities
$3,550,522
Net assets
$18,518,837
Revenue
$39,782,433
Expenses
$37,068,485
Net income
$2,713,948
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
2020Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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