Civic Intelligence

Vision Service Plan Post Retirement

990 • Fiscal year 2020 • EIN 52-7325750

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 18, 2021

Organization ProfileN/A

View Organization Page

3333 Quality DriveRancho Cordova, CA 95670

(916) 851-5000

Siviq Scores

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

Liabilities / Assets

65th percentile

0.11x

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.58x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

92nd percentile

45%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$77,467

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

87th percentile

23%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

46%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$66,248,202

Up $12,189,179 (+23%) from 2019

Net Assets

Up

$59,097,386

Up $10,219,150 (+21%) from 2019

Liabilities

Up

$7,150,816

Up $1,970,029 (+38%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin92nd percentile

Revenue

Up

$12,270,804

Up $3,839,698 (+46%) from 2019

Expenses

Up

$6,722,964

Up $3,149,903 (+88%) from 2019

Net Income

Up

$5,547,840

Up $689,795 (+14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$100M$50M$0Assets 2010: $15,958,700Liabilities 2010: $48,913Net Assets 2010: $15,909,7872010Assets 2011: $19,707,987Liabilities 2011: $48,913Net Assets 2011: $19,659,0742011Assets 2012: $24,914,962Liabilities 2012: $31,595Net Assets 2012: $24,883,3672012Assets 2013: $28,858,814Liabilities 2013: $0Net Assets 2013: $28,858,8142013Assets 2014: $31,586,343Liabilities 2014: $888,907Net Assets 2014: $30,697,4362014Assets 2015: $33,423,677Liabilities 2015: $718,884Net Assets 2015: $32,704,7932015Assets 2016: $38,432,765Liabilities 2016: $410,506Net Assets 2016: $38,022,2592016Assets 2017: $42,161,244Liabilities 2017: $1,006,358Net Assets 2017: $41,154,8862017Assets 2018: $42,948,784Liabilities 2018: $218,891Net Assets 2018: $42,729,8932018Assets 2019: $54,059,023Liabilities 2019: $5,180,787Net Assets 2019: $48,878,2362019Assets 2020: $66,248,202Liabilities 2020: $7,150,816Net Assets 2020: $59,097,3862020Assets 2021: $70,535,089Liabilities 2021: $8,434,535Net Assets 2021: $62,100,5542021Assets 2022: $66,514,828Liabilities 2022: $6,565,693Net Assets 2022: $59,949,1352022Assets 2023: $73,545,591Liabilities 2023: $6,436,222Net Assets 2023: $67,109,3692023Assets 2024: $80,422,333Liabilities 2024: $6,326,829Net Assets 2024: $74,095,5042024

Highlighted filing

2020

Assets$66,248,202
Liabilities$7,150,816
Net Assets$59,097,386
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$15M$10M$5.0M$0Revenue 2010: $2,646,103Expenses 2010: $339,051Net Income 2010: $2,307,0522010Revenue 2011: $4,392,416Expenses 2011: $643,130Net Income 2011: $3,749,2862011Revenue 2012: $5,056,258Expenses 2012: $2,475,100Net Income 2012: $2,581,1582012Revenue 2013: $3,506,973Expenses 2013: $1,855,403Net Income 2013: $1,651,5702013Revenue 2014: $2,188,930Expenses 2014: $1,653,479Net Income 2014: $535,4512014Revenue 2015: $6,971,819Expenses 2015: $2,653,012Net Income 2015: $4,318,8072015Revenue 2016: $6,258,028Expenses 2016: $2,438,413Net Income 2016: $3,819,6152016Revenue 2017: $5,627,975Expenses 2017: $4,801,854Net Income 2017: $826,1212017Revenue 2018: $8,521,324Expenses 2018: $3,397,291Net Income 2018: $5,124,0332018Revenue 2019: $8,431,106Expenses 2019: $3,573,061Net Income 2019: $4,858,0452019Revenue 2020: $12,270,804Expenses 2020: $6,722,964Net Income 2020: $5,547,8402020Revenue 2021: $9,182,626Expenses 2021: $7,724,805Net Income 2021: $1,457,8212021Revenue 2022: $10,758,427Expenses 2022: $656,992Net Income 2022: $10,101,4352022Revenue 2023: $11,299,085Expenses 2023: $10,384,200Net Income 2023: $914,8852023Revenue 2024: $14,410,923Expenses 2024: $9,654,363Net Income 2024: $4,756,5602024

Highlighted filing

2020

Revenue$12,270,804
Expenses$6,722,964
Net Income$5,547,840
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 18, 2021
Return Version
2020v4.0
Gross Receipts
$20,516,093
Mission and Program Overview

Mission

Benefit plan for retired employees and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$47,493,303$65,858,184▲ $18,364,881
Rtn Earn Endowment Incm Other Fnds$48,878,236$59,097,386▲ $10,219,150
Cash and Non-Interest-Bearing Accounts$6,452,427$341,513▼ $6,110,914
Accounts Receivable$113,293$48,505▼ $64,788
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$54,059,023$66,248,202▲ $12,189,179
Other Assets Total-$0-
Liabilities
Other Liabilities$4,985,608$7,097,160▲ $2,111,552
Accounts Payable and Accrued Expenses$195,179$53,656▼ $141,523
Total Liabilities$5,180,787$7,150,816▲ $1,970,029
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,878,236$59,097,386▲ $10,219,150
Total Liabilities and Net Assets / Fund Balance$54,059,023$66,248,202▲ $12,189,179
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleOtherTotal
Wells Fargo Bank NA TrusteeTrustee$77,467$77,467
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,503,281
Investment Income
$2,753,574
Other Revenue
$13,949
Change in Net Assets
$5,547,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,270,804
Revenue Not Reported on Form 990
$4,671,310
Total Revenue per Audited Statements
$16,942,114
Total Revenue per Form 990
$12,270,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,722,964
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
Other Expenses$3,183,945$1,376,500-$1,376,500
Fees for Service Investment Mgmnt Fees-$77,467-$77,467
Total Functional Expenses$3,183,945$3,539,019$0$6,722,964

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,722,964
Total Expenses per Audited Statements$6,722,964
Total Expenses per Form 990$6,722,964
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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
UBI Deferred Taxes Payable$6,483,160
UBI Taxes Payable$614,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Vision Service Plan Post Retirement
EIN
52-7325750
Phone
9168515000
Address
3333 QUALITY DRIVE, RANCHO CORDOVA, CA 95670

Signing Officer

Name
Lester Passuello
Title
CFO
Signed
2021-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lester Passuello
Formed
2003
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Galt CPA Professional Corporation
Address
545 Industrial Dr Ste 110, Galt, CA 95632
Preparer
Aaron J Walker CPA
Phone
9162240811
Raw XML Appendix351 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0195179
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt053656
IRS990/AccountsReceivableGrp/BOYAmt0113293
IRS990/AccountsReceivableGrp/EOYAmt048505
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Benefit Plan for retired employees and their dependents
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LESTER PASSUELLO
IRS990/BooksInCareOfDetail/PhoneNum09168515000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03333 Quality Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Rancho Cordova
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095670
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt06452427
IRS990/CashNonInterestBearingGrp/EOYAmt0341513
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02753574
IRS990/CYOtherExpensesAmt06722964
IRS990/CYOtherRevenueAmt013949
IRS990/CYProgramServiceRevenueAmt09503281
IRS990/CYRevenuesLessExpensesAmt05547840
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06722964
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012270804
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Health Care payments
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt03183945
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt077467
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt077467
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt077467
IRS990/Form990PartVIISectionAGrp/PersonNm0Wells Fargo Bank NA Trustee
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01843000
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010088289
IRS990/GrossReceiptsAmt020516093
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0910574
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0910574
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08245289
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Benefit plan for retired employees and their dependents
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt048878236
IRS990/NetAssetsOrFundBalancesEOYAmt059097386
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01843000
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt01843000
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt02579263
IRS990/NetUnrlzdGainsLossesInvstAmt04671310
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Health Care Premiums
IRS990/OtherExpensesGrp/Desc1Deferred Tax Expense UBI
IRS990/OtherExpensesGrp/Desc2Income Tax UBI
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02085052
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11376500
IRS990/OtherExpensesGrp/ProgramServicesAmt03183945
IRS990/OtherExpensesGrp/TotalAmt03183945
IRS990/OtherExpensesGrp/TotalAmt12085052
IRS990/OtherExpensesGrp/TotalAmt21376500
IRS990/OtherLiabilitiesGrp/BOYAmt04985608
IRS990/OtherLiabilitiesGrp/EOYAmt07097160
IRS990/OtherRevenueMiscGrp/Desc0Accrued Income
IRS990/OtherRevenueMiscGrp/Desc1Rebate 12B-1 Fees
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05420
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18529
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt05420
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt18529
IRS990/OtherRevenueTotalAmt013949
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lester Passuello
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0524292
IRS990/ProgramServiceRevenueGrp/BusinessCd1524292
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09029633
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1473648
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09029633
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1473648
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01953363
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03573061
IRS990/PYOtherRevenueAmt016907
IRS990/PYProgramServiceRevenueAmt06460836
IRS990/PYRevenuesLessExpensesAmt04858045
IRS990/PYTotalExpensesAmt03573061
IRS990/PYTotalRevenueAmt08431106
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05547840
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt09503280
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt048878236
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059097386
IRS990/SavingsAndTempCashInvstGrp/BOYAmt047493303
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065858184
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt06722964
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04671310
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06483160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1614000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UBI Deferred Taxes Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UBI Taxes Payable
IRS990ScheduleD/RevenueNotReportedAmt04671310
IRS990ScheduleD/RevenueSubtotalAmt012270804
IRS990ScheduleD/TotalExpensesPerForm990Amt06722964
IRS990ScheduleD/TotalLiabilityAmt07097160
IRS990ScheduleD/TotalRevenuePerForm990Amt012270804
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016942114
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06722964
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0941632821
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C-Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Vision Care
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Vision Service Plan
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03333 Quality Drive
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Rancho Cordova
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd095670
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09029632
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0GAAP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Vision Service Plan
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0s
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt054059023
IRS990/TotalAssetsEOYAmt066248202
IRS990/TotalAssetsGrp/BOYAmt054059023
IRS990/TotalAssetsGrp/EOYAmt066248202
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03539019
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03183945
IRS990/TotalFunctionalExpensesGrp/TotalAmt06722964
IRS990/TotalGrossUBIAmt02767523
IRS990/TotalLiabilitiesBOYAmt05180787
IRS990/TotalLiabilitiesEOYAmt07150816
IRS990/TotalLiabilitiesGrp/BOYAmt05180787
IRS990/TotalLiabilitiesGrp/EOYAmt07150816
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt048878236
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059097386
IRS990/TotalOtherCompensationAmt077467
IRS990/TotalProgramServiceExpensesAmt03183945
IRS990/TotalProgramServiceRevenueAmt09503281
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09503281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012270804
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02767523
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054059023
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt066248202
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lester Passuello
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISION SERVICE PLAN POST RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE BENEFITS PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0VISI
ReturnHeader/Filer/EIN0527325750
ReturnHeader/Filer/PhoneNum09168515000
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 QUALITY DRIVE
ReturnHeader/Filer/USAddress/CityNm0RANCHO CORDOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095670
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320164356
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Galt CPA Professional Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0545 Industrial Dr Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Galt
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095632
ReturnHeader/PreparerPersonGrp/PhoneNum09162240811
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron J Walker CPA
ReturnHeader/ReturnTs02021-11-18T08:32:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lester
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Passuello
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
$66,248,202
Liabilities
$7,150,816
Net assets
$59,097,386
Revenue
$12,270,804
Expenses
$6,722,964
Net income
$5,547,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.4$6.33$74.1$14.4$9.65$4.76
2023Detailed filing. Detailed filing data is available for this year.$73.5$6.44$67.1$11.3$10.4$0.91
2022Detailed filing. Detailed filing data is available for this year.$66.5$6.57$59.9$10.8$0.66$10.1
2021Detailed filing. Detailed filing data is available for this year.$70.5$8.43$62.1$9.18$7.72$1.46
2020Detailed filing. Detailed filing data is available for this year.$66.2$7.15$59.1$12.3$6.72$5.55
2019Summary only. Only limited summary data is available for this year.$54.1$5.18$48.9$8.43$3.57$4.86
2018Summary only. Only limited summary data is available for this year.$42.9$0.22$42.7$8.52$3.40$5.12
2017Summary only. Only limited summary data is available for this year.$42.2$1.01$41.2$5.63$4.80$0.83
2016Summary only. Only limited summary data is available for this year.$38.4$0.41$38.0$6.26$2.44$3.82
2015Summary only. Only limited summary data is available for this year.$33.4$0.72$32.7$6.97$2.65$4.32
2014Summary only. Only limited summary data is available for this year.$31.6$0.89$30.7$2.19$1.65$0.54
2013Summary only. Only limited summary data is available for this year.$28.9$0.00$28.9$3.51$1.86$1.65
2012Summary only. Only limited summary data is available for this year.$24.9$0.03$24.9$5.06$2.48$2.58
2011Summary only. Only limited summary data is available for this year.$19.7$0.05$19.7$4.39$0.64$3.75
2010Summary only. Only limited summary data is available for this year.$16.0$0.05$15.9$2.65$0.34$2.31