Civic Intelligence

Oxnard Union High School District Retiree Health Benefits Plan

990 • Fiscal year 2016 • EIN 77-6176476

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 13, 2016

Organization Profileouhsdrhbt.org
309 South K StreetOxnard, CA 93030

(805) 385-2500

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

21st percentile

-3.9%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-78%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$49,469,918

Down $2,030,760 (-3.9%) from 2015

Net Assets

Down

$49,443,629

Down $2,032,602 (-3.9%) from 2015

Liabilities

Up

$26,289

Up $1,842 (+7.5%) from 2015

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin96th percentile

Revenue

Down

$1,073,644

Down $3,744,280 (-78%) from 2015

Expenses

Down

$114,376

Down $37,801 (-25%) from 2015

Net Income

Down

$959,268

Down $3,706,479 (-79%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2016

Assets$49,469,918
Liabilities$26,289
Net Assets$49,443,629
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$1,073,644
Expenses$114,376
Net Income$959,268
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 13, 2016
Return Version
2015v2.0
Gross Receipts
$3,157,113
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$51,064,142$49,332,797▼ $1,731,345
Savings and Temporary Cash Investments$429,719$130,529▼ $299,190
Prepaid Expenses and Deferred Charges$6,817$6,592▼ $225
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$51,500,678$49,469,918▼ $2,030,760
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$24,447$26,289▲ $1,842
Total Liabilities$24,447$26,289▲ $1,842
Net Assets / Fund Balance
Unrestricted Net Assets$51,476,231$49,443,629▼ $2,032,602
Total Net Assets Fund Balance$51,476,231$49,443,629▼ $2,032,602
Total Liabilities and Net Assets / Fund Balance$51,500,678$49,469,918▼ $2,030,760
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Jan HenryChairperson
Steven DickinsonCo-chairperson
Eric M OrtegaTrustee
Joe CarrollTrustee
Robert EvansTrustee
William DabbsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,073,644
Other Revenue
$0
Change in Net Assets
$959,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,376
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---$69,123
Fees for Services Legal---$18,459
Insurance---$9,402
Fees for Services Accounting---$3,570
Office Expenses---$355
Other Expenses---$10
Total Functional Expenses$0$0$0$114,376
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
Lobbying 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
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Return presented to board for review at board meeting”

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

“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
309 SOUTH K STREET, OXNARD, CA 93030

Signing Officer

Name
Jan Henry
Title
Chairperson
Signed
2016-09-13
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
181 South Ash Street, Ventura, CA 93001
Preparer
Patricia L Emerick
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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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXNARD UNION HIGH SCHOOL DISTRICT
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ReturnHeader/ReturnTs02016-09-13T13:41:49-07:00
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ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,469,918
Liabilities
$26,289
Net assets
$49,443,629
Revenue
$1,073,644
Expenses
$114,376
Net income
$959,268
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