Civic Intelligence

Vision Service Plan Post Retirement

990 • Fiscal year 2022 • EIN 52-7325750

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

0.10x

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

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

0.61x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Net Margin

96th percentile

94%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$78,589

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Asset Growth

54th percentile

-5.7%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

17%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$66,514,828

Down $4,020,261 (-5.7%) from 2021

Net Assets

Down

$59,949,135

Down $2,151,419 (-3.5%) from 2021

Liabilities

Down

$6,565,693

Down $1,868,842 (-22%) from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin96th percentile

Revenue

Up

$10,758,427

Up $1,575,801 (+17%) from 2021

Expenses

Down

$656,992

Down $7,067,813 (-91%) from 2021

Net Income

Up

$10,101,435

Up $8,643,614 (+593%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$66,514,828
Liabilities$6,565,693
Net Assets$59,949,135
Open 2022 Filing

Operations Trend

Revenue Growth88th 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

2022

Revenue$10,758,427
Expenses$656,992
Net Income$10,101,435
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$16,401,042
Mission and Program Overview

Mission

Benefit plan for retired employees and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$62,100,554$59,949,135▼ $2,151,419
Savings and Temporary Cash Investments$69,817,461$58,556,468▼ $11,260,993
Accounts Receivable$404,830$7,867,485▲ $7,462,655
Cash and Non-Interest-Bearing Accounts$312,798$90,875▼ $221,923
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$70,535,089$66,514,828▼ $4,020,261
Other Assets Total-$0-
Liabilities
Other Liabilities$8,434,535$6,565,693▼ $1,868,842
Total Liabilities$8,434,535$6,565,693▼ $1,868,842
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,100,554$59,949,135▼ $2,151,419
Total Liabilities and Net Assets / Fund Balance$70,535,089$66,514,828▼ $4,020,261
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleOtherTotal
Principal Custody SolutionsTrustee$78,589$78,589
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,200,489
Investment Income
$2,549,131
Other Revenue
$8,807
Change in Net Assets
$10,101,435

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,758,427
Revenue Not Reported on Form 990
$-12,252,854
Total Revenue per Audited Statements
$-1,494,427
Total Revenue per Form 990
$10,758,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$656,992
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
Fees for Service Investment Mgmnt Fees-$78,589-$78,589
Other Expenses$4,903,568$-5,483,145-$-5,483,145
Total Functional Expenses$4,903,568$-4,246,576$0$656,992

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$656,992
Total Expenses per Audited Statements$656,992
Total Expenses per Form 990$656,992
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
Payable to Parent$4,244,323
Ubi Deferred Taxes Payable$1,691,370
Ubi Taxes Payable$630,000
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, Section A, Line 8B

“NOT REQUIRED”

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

“NOT REQUIRED”

Form 990, Part VI, Section C, Line 19

“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
2023-11-14

Organization Details

Principal Officer
Lester Passuello
Formed
2003
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Raw XML Appendix345 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/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt01866343
IRS990/NetUnrlzdGainsLossesInvstAmt0-12252854
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1INCOME TAX UBI
IRS990/OtherExpensesGrp/Desc2DEFERRED TAX EXPENSE UBI
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07453036
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsBOYAmt070535089
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IRS990/TotalContributionsAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESTER PASSUELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISION SERVICE PLAN POST RETIREMENT
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ReturnHeader/Filer/PhoneNum09168515000
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ReturnHeader/ReturnTs02023-11-14T11:40:25-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PASSUELLO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,514,828
Liabilities
$6,565,693
Net assets
$59,949,135
Revenue
$10,758,427
Expenses
$656,992
Net income
$10,101,435
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