Civic Intelligence

Oxnard Union High School District Retiree Health Benefits Plan

EIN 77-6176476 • 501(c)9 • Oxnard, CA

Profile

To provide retiree health benefits for every eligible retiree of the oxnard high school district

1800 Solar DriveOxnard, CA 93030

ouhsdrhbt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Net Margin

87th percentile

32%

Higher net margin than 87% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Asset Growth

43rd percentile

4.7%

Faster asset growth than 43% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

175%

Faster revenue growth than 98% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$94,182,477

Up $4,201,828 (+4.7%) from 2024

Liabilities

Up

$50,337

Up $14,865 (+42%) from 2024

Net Assets

Up

$94,132,140

Up $4,186,963 (+4.7%) from 2024

Operations
Liabilities / Revenue32nd percentileNet Margin87th percentile

Revenue

Up

$9,203,861

Up $5,855,413 (+175%) from 2024

Expenses

Up

$6,248,644

Up $3,860,012 (+162%) from 2024

Net Income

Up

$2,955,217

Up $1,995,401 (+208%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $37,593,188Liabilities 2011: $13,688Net Assets 2011: $37,579,5002011Assets 2012: $38,089,617Liabilities 2012: $20,405Net Assets 2012: $38,069,2122012Assets 2013: $42,885,368Liabilities 2013: $27,307Net Assets 2013: $42,858,0612013Assets 2014: $50,121,739Liabilities 2014: $46,062Net Assets 2014: $50,075,6772014Assets 2015: $51,500,678Liabilities 2015: $24,447Net Assets 2015: $51,476,2312015Assets 2016: $49,469,918Liabilities 2016: $26,289Net Assets 2016: $49,443,6292016Assets 2017: $55,922,492Liabilities 2017: $25,717Net Assets 2017: $55,896,7752017Assets 2018: $61,258,767Liabilities 2018: $30,681Net Assets 2018: $61,228,0862018Assets 2019: $64,939,975Liabilities 2019: $38,922Net Assets 2019: $64,901,0532019Assets 2020: $68,128,808Liabilities 2020: $65,858Net Assets 2020: $68,062,9502020Assets 2021: $88,767,658Liabilities 2021: $44,880Net Assets 2021: $88,722,7782021Assets 2022: $74,335,623Liabilities 2022: $47,385Net Assets 2022: $74,288,2382022Assets 2023: $82,007,452Liabilities 2023: $55,776Net Assets 2023: $81,951,6762023Assets 2024: $89,980,649Liabilities 2024: $35,472Net Assets 2024: $89,945,1772024Assets 2025: $94,182,477Liabilities 2025: $50,337Net Assets 2025: $94,132,1402025

Highlighted filing

2025

Assets$94,182,477
Liabilities$50,337
Net Assets$94,132,140
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Expenses 2011: $69,3862011Expenses 2012: $196,3772012Expenses 2013: $110,1752013Revenue 2014: $2,398,344Expenses 2014: $106,671Net Income 2014: $2,291,6732014Revenue 2015: $4,817,924Expenses 2015: $152,177Net Income 2015: $4,665,7472015Revenue 2016: $1,073,644Expenses 2016: $114,376Net Income 2016: $959,2682016Revenue 2017: $1,623,358Expenses 2017: $122,108Net Income 2017: $1,501,2502017Revenue 2018: $9,952,040Expenses 2018: $133,224Net Income 2018: $9,818,8162018Revenue 2019: $4,333,909Expenses 2019: $175,411Net Income 2019: $4,158,4982019Revenue 2020: $1,201,657Expenses 2020: $220,863Net Income 2020: $980,7942020Revenue 2021: $5,656,837Expenses 2021: $240,782Net Income 2021: $5,416,0552021Revenue 2022: $4,879,144Expenses 2022: $236,499Net Income 2022: $4,642,6452022Revenue 2023: $2,452,676Expenses 2023: $234,319Net Income 2023: $2,218,3572023Revenue 2024: $3,348,448Expenses 2024: $2,388,632Net Income 2024: $959,8162024Revenue 2025: $9,203,861Expenses 2025: $6,248,644Net Income 2025: $2,955,2172025

Highlighted filing

2025

Revenue$9,203,861
Expenses$6,248,644
Net Income$2,955,217
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$94,182,477
Liabilities
$50,337
Net assets
$94,132,140
Revenue
$9,203,861
Expenses
$6,248,644
Net income
$2,955,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.2$0.05$94.1$9.20$6.25$2.96
2024Detailed filing. Detailed filing data is available for this year.$90.0$0.04$89.9$3.35$2.39$0.96
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.0$0.06$82.0$2.45$0.23$2.22
2022Detailed filing. Detailed filing data is available for this year.$74.3$0.05$74.3$4.88$0.24$4.64
2021Detailed filing. Detailed filing data is available for this year.$88.8$0.04$88.7$5.66$0.24$5.42
2020Detailed filing. Detailed filing data is available for this year.$68.1$0.07$68.1$1.20$0.22$0.98
2019Detailed filing. Detailed filing data is available for this year.$64.9$0.04$64.9$4.33$0.18$4.16
2018Detailed filing. Detailed filing data is available for this year.$61.3$0.03$61.2$9.95$0.13$9.82
2017Detailed filing. Detailed filing data is available for this year.$55.9$0.03$55.9$1.62$0.12$1.50
2016Detailed filing. Detailed filing data is available for this year.$49.5$0.03$49.4$1.07$0.11$0.96
2015Detailed filing. Detailed filing data is available for this year.$51.5$0.02$51.5$4.82$0.15$4.67
2014Detailed filing. Detailed filing data is available for this year.$50.1$0.05$50.1$2.40$0.11$2.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.9$0.03$42.9$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$0.02$38.1$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$0.01$37.6$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 12, 2025
Return Version
2024v5.2
Gross Receipts
$30,237,124
Mission and Program Overview

Mission

To provide retiree health benefits for every eligible retiree of the oxnard high school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$89,126,539$84,779,257▼ $4,347,282
Prepaid Expenses and Deferred Charges$12,049$8,809,679▲ $8,797,630
Savings and Temporary Cash Investments$842,061$593,541▼ $248,520
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$89,980,649$94,182,477▲ $4,201,828
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$35,472$50,337▲ $14,865
Total Liabilities$35,472$50,337▲ $14,865
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$89,945,177$94,132,140▲ $4,186,963
Total Net Assets Fund Balance$89,945,177$94,132,140▲ $4,186,963
Total Liabilities and Net Assets / Fund Balance$89,980,649$94,182,477▲ $4,201,828
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Thomas McCoyChairman
Julie ColeVice-Chair
Ed RansomTrustee
LaVada WhiteTrustee
Maricruz HernandezTrustee
Ted LawrenceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,203,861
Other Revenue
$0
Change in Net Assets
$2,955,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,852
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---$6,037,792
Fees for Service Investment Mgmnt Fees---$177,888
Insurance---$16,961
Fees for Services Accounting---$9,200
Fees for Services Legal---$6,655
Other Expenses---$148
Total Functional Expenses$0$0$0$6,248,644
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Return presented to board for review at board meeting”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements available at the district office”

Filing and Contact Details

Filer

Filer Name
Oxnard Union High School District
EIN
77-6176476
Phone
8053852500
Address
1800 SOLAR DRIVE, OXNARD, CA 93030

Signing Officer

Name
Thomas McCoy
Title
Chairperson
Signed
2025-09-12
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Vance Thrift & Biller LLP CPAs
Address
290 Maple Ct Ste 175, Ventura, CA 93003
Preparer
Andrea E Rodriguez
Phone
8056486061
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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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas McCoy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXNARD UNION HIGH SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE HEALTH BENEFITS PLAN
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vance Thrift & Biller LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 Maple Ct Ste 175
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA E RODRIGUEZ
ReturnHeader/ReturnTs02025-09-15T12:14:34-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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