Civic Intelligence

Oxnard Union High School District Retiree Health Benefits Plan

990 • Fiscal year 2017 • EIN 77-6176476

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 29, 2017

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

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

51%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$55,922,492

Up $6,452,574 (+13%) from 2016

Net Assets

Up

$55,896,775

Up $6,453,146 (+13%) from 2016

Liabilities

Down

$25,717

Down $572 (-2.2%) from 2016

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin98th percentile

Revenue

Up

$1,623,358

Up $549,714 (+51%) from 2016

Expenses

Up

$122,108

Up $7,732 (+6.8%) from 2016

Net Income

Up

$1,501,250

Up $541,982 (+56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2017

Assets$55,922,492
Liabilities$25,717
Net Assets$55,896,775
Open 2017 Filing

Operations Trend

Revenue Growth91st 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

2017

Revenue$1,623,358
Expenses$122,108
Net Income$1,501,250
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 29, 2017
Return Version
2016v3.0
Gross Receipts
$1,623,358
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$49,332,797$55,834,617▲ $6,501,820
Savings and Temporary Cash Investments$130,529$80,437▼ $50,092
Prepaid Expenses and Deferred Charges$6,592$7,438▲ $846
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$49,469,918$55,922,492▲ $6,452,574
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$26,289$25,717▼ $572
Total Liabilities$26,289$25,717▼ $572
Net Assets / Fund Balance
Unrestricted Net Assets$49,443,629$55,896,775▲ $6,453,146
Total Net Assets Fund Balance$49,443,629$55,896,775▲ $6,453,146
Total Liabilities and Net Assets / Fund Balance$49,469,918$55,922,492▲ $6,452,574
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Shawn NearChairperson
Rocky VallesCo-chairperson
Joe CarrollTrustee
Patsy ThomasTrustee
Wes DavisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$73,006
Investment Income
$1,550,352
Other Revenue
$0
Change in Net Assets
$1,501,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,108
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---$71,631
Fees for Services Legal---$17,917
Fees for Services Other---$10,300
Insurance---$9,130
Fees for Services Accounting---$4,095
Other Expenses---$10
Total Functional Expenses$0$0$0$122,108
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
Shawn Near
Title
Chairperson
Signed
2017-11-29
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Vance Thrift & Biller LLP CPAs
Address
181 South Ash Street, Ventura, CA 93001
Preparer
Andrea 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN NEAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OXNARD UNION HIGH SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE HEALTH BENEFITS PLAN
ReturnHeader/Filer/BusinessNameControlTxt0OXNA
ReturnHeader/Filer/EIN0776176476
ReturnHeader/Filer/PhoneNum08053852500
ReturnHeader/Filer/USAddress/AddressLine1Txt0309 SOUTH K STREET
ReturnHeader/Filer/USAddress/CityNm0OXNARD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vance Thrift & Biller LLP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0181 South Ash Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093001
ReturnHeader/PreparerPersonGrp/PhoneNum08056486061
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA RODRIGUEZ
ReturnHeader/ReturnTs02017-12-01T11:48:50-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,922,492
Liabilities
$25,717
Net assets
$55,896,775
Revenue
$1,623,358
Expenses
$122,108
Net income
$1,501,250
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