Civic Intelligence

Vision Service Plan Post Retirement

990 • Fiscal year 2023 • EIN 52-7325750

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A

View Organization Page

3333 Quality DriveRancho Cordova, CA 95670

(916) 815-5000

Siviq Scores

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

Liabilities / Assets

64th percentile

0.09x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.57x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

61st percentile

8.1%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

69th percentile

$191,564

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

5.0%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$73,545,591

Up $7,030,763 (+11%) from 2022

Net Assets

Up

$67,109,369

Up $7,160,234 (+12%) from 2022

Liabilities

Down

$6,436,222

Down $129,471 (-2.0%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin61st percentile

Revenue

Up

$11,299,085

Up $540,658 (+5.0%) from 2022

Expenses

Up

$10,384,200

Up $9,727,208 (+1481%) from 2022

Net Income

Down

$914,885

Down $9,186,550 (-91%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2023

Assets$73,545,591
Liabilities$6,436,222
Net Assets$67,109,369
Open 2023 Filing

Operations Trend

Revenue Growth54th 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

2023

Revenue$11,299,085
Expenses$10,384,200
Net Income$914,885
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$25,967,667
Mission and Program Overview

Mission

Benefit plan for retired employees and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$58,556,468$73,010,571▲ $14,454,103
Rtn Earn Endowment Incm Other Fnds$59,949,135$67,109,369▲ $7,160,234
Cash and Non-Interest-Bearing Accounts$90,875$458,317▲ $367,442
Accounts Receivable$7,867,485$76,703▼ $7,790,782
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
Investments in Publicly Traded Securities$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$66,514,828$73,545,591▲ $7,030,763
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$6,565,693$6,436,222▼ $129,471
Accounts Payable and Accrued Expenses$0$0→ $0
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$6,565,693$6,436,222▼ $129,471
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,949,135$67,109,369▲ $7,160,234
Total Liabilities and Net Assets / Fund Balance$66,514,828$73,545,591▲ $7,030,763
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleOtherTotal
Principal Custody SolutionsTrustee$191,564$191,564
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,525,585
Investment Income
$3,718,680
Other Revenue
$54,820
Change in Net Assets
$914,885

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,299,085
Revenue Not Reported on Form 990
$6,245,349
Total Revenue per Audited Statements
$17,544,434
Total Revenue per Form 990
$11,299,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,384,200
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$6,158,905$2,794,731-$2,794,731
Fees for Service Investment Mgmnt Fees-$191,564-$191,564
Total Functional Expenses$6,158,905$4,225,295$0$10,384,200

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,384,200
Total Expenses per Audited Statements$10,384,200
Total Expenses per Form 990$10,384,200
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
Subject to proxy tax
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
Ubi Deferred Taxes Payable$4,486,101
Payable to Parent$1,615,121
Ubi Taxes Payable$335,000
Governance and Compliance

Governance Checklist

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

Form 990, Part VI, Line 11B

“NOT REQUIRED”

Form 990, Part VI, Line 19

“NOT REQUIRED”

Form 990, Part VI, Line 8

“NOT REQUIRED”

Filing and Contact Details

Filer

Filer Name
Vision Service Plan Post
EIN
52-7325750
In Care Of
% MARGARET ROBERTS
Phone
9168155000
Address
3333 QUALITY DRIVE, RANCHO CORDOVA, CA 95670

Signing Officer

Name
Margaret Roberts
Title
Tax Officer
Phone
9168515000
Signed
2024-11-15

Organization Details

Principal Officer
Margaret Roberts
Formed
2003
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Raw XML Appendix391 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/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt010384200
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06245349
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01615121
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14486101
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2335000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO PARENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UBI DEFERRED TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2UBI TAXES PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt06245349
IRS990ScheduleD/RevenueSubtotalAmt011299085
IRS990ScheduleD/TotalExpensesPerForm990Amt010384200
IRS990ScheduleD/TotalLiabilityAmt06436222
IRS990ScheduleD/TotalRevenuePerForm990Amt011299085
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017544434
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010384200
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT REQUIRED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT REQUIRED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT REQUIRED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 8
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0941632821
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0VISION CARE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0VISION SERVICE PLAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
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/InvolvedAmt06773152
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/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt066514828
IRS990/TotalAssetsEOYAmt073545591
IRS990/TotalAssetsGrp/BOYAmt066514828
IRS990/TotalAssetsGrp/EOYAmt073545591
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04225295
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06158905
IRS990/TotalFunctionalExpensesGrp/TotalAmt010384200
IRS990/TotalGrossUBIAmt03773500
IRS990/TotalLiabilitiesBOYAmt06565693
IRS990/TotalLiabilitiesEOYAmt06436222
IRS990/TotalLiabilitiesGrp/BOYAmt06565693
IRS990/TotalLiabilitiesGrp/EOYAmt06436222
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt059949135
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt067109369
IRS990/TotalOtherCompensationAmt0191564
IRS990/TotalProgramServiceExpensesAmt06158905
IRS990/TotalProgramServiceRevenueAmt07525585
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07525585
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011299085
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03773500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt066514828
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt073545591
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03333 QUALITY DRIVE
IRS990/USAddress/CityNm0RANCHO CORDOVA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095670
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09168515000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VISION SERVICE PLAN POST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREMENT WELFARE BENEFITS PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0VISI
ReturnHeader/Filer/EIN0527325750
ReturnHeader/Filer/InCareOfNm0% MARGARET ROBERTS
ReturnHeader/Filer/PhoneNum09168155000
ReturnHeader/Filer/USAddress/AddressLine1Txt03333 QUALITY DRIVE
ReturnHeader/Filer/USAddress/CityNm0RANCHO CORDOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095670
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-11-13T11:34:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,545,591
Liabilities
$6,436,222
Net assets
$67,109,369
Revenue
$11,299,085
Expenses
$10,384,200
Net income
$914,885
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