Civic Intelligence

Vision Service Plan Post Retirement

990 • Fiscal year 2021 • EIN 52-7325750

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

67th percentile

0.12x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

0.92x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$86,129

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

45th percentile

6.5%

Faster asset growth than 45% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-25%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$70,535,089

Up $4,286,887 (+6.5%) from 2020

Net Assets

Up

$62,100,554

Up $3,003,168 (+5.1%) from 2020

Liabilities

Up

$8,434,535

Up $1,283,719 (+18%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin69th percentile

Revenue

Down

$9,182,626

Down $3,088,178 (-25%) from 2020

Expenses

Up

$7,724,805

Up $1,001,841 (+15%) from 2020

Net Income

Down

$1,457,821

Down $4,090,019 (-74%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2021

Assets$70,535,089
Liabilities$8,434,535
Net Assets$62,100,554
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$9,182,626
Expenses$7,724,805
Net Income$1,457,821
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$19,033,372
Mission and Program Overview

Mission

Benefit plan for retired employees and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$65,858,184$69,817,461▲ $3,959,277
Rtn Earn Endowment Incm Other Fnds$59,097,386$62,100,554▲ $3,003,168
Accounts Receivable$48,505$404,830▲ $356,325
Cash and Non-Interest-Bearing Accounts$341,513$312,798▼ $28,715
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$66,248,202$70,535,089▲ $4,286,887
Other Assets Total-$0-
Liabilities
Other Liabilities$7,097,160$8,434,535▲ $1,337,375
Accounts Payable and Accrued Expenses$53,656--
Total Liabilities$7,150,816$8,434,535▲ $1,283,719
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,097,386$62,100,554▲ $3,003,168
Total Liabilities and Net Assets / Fund Balance$66,248,202$70,535,089▲ $4,286,887
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleOtherTotal
Wells Fargo Bank Na TrusteeTrustee$86,129$86,129
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,160,026
Investment Income
$6,020,679
Other Revenue
$1,921
Change in Net Assets
$1,457,821

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,182,626
Revenue Not Reported on Form 990
$1,545,347
Total Revenue per Audited Statements
$10,727,973
Total Revenue per Form 990
$9,182,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,724,805
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$4,146,301$691,355-$691,355
Fees for Service Investment Mgmnt Fees-$86,129-$86,129
Total Functional Expenses$4,146,301$3,578,504$0$7,724,805

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,724,805
Total Expenses per Audited Statements$7,724,805
Total Expenses per Form 990$7,724,805
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$7,174,515
Ubi Taxes Payable$1,260,020
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 8: Explanation of No Contemporaneously Documentation of Meetings

“NOT REQUIRED”

Form 990, Part VI, Line 11B: Form 990 Review Process

“NOT REQUIRED”

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

“NOT REQUIRED”

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
2022-11-15

Organization Details

Principal Officer
Lester Passuello
Formed
2003
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Raw XML Appendix343 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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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02470829
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0VISION SERVICE PLAN
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IRS990/TotalAssetsBOYAmt066248202
IRS990/TotalAssetsEOYAmt070535089
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESTER PASSUELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISION SERVICE PLAN POST RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE BENEFITS PROGRAM
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ReturnHeader/Filer/EIN0527325750
ReturnHeader/Filer/PhoneNum09168515000
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 QUALITY DRIVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095670
ReturnHeader/ReturnTs02022-11-15T09:49:17-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PASSUELLO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,535,089
Liabilities
$8,434,535
Net assets
$62,100,554
Revenue
$9,182,626
Expenses
$7,724,805
Net income
$1,457,821
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