Civic Intelligence

Oxnard Union High School District Retiree Health Benefits Plan

990 • Fiscal year 2020 • EIN 77-6176476

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 09, 2020

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

0.05x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

37th percentile

4.9%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-72%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$68,128,808

Up $3,188,833 (+4.9%) from 2019

Net Assets

Up

$68,062,950

Up $3,161,897 (+4.9%) from 2019

Liabilities

Up

$65,858

Up $26,936 (+69%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin97th percentile

Revenue

Down

$1,201,657

Down $3,132,252 (-72%) from 2019

Expenses

Up

$220,863

Up $45,452 (+26%) from 2019

Net Income

Down

$980,794

Down $3,177,704 (-76%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2020

Assets$68,128,808
Liabilities$65,858
Net Assets$68,062,950
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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

2020

Revenue$1,201,657
Expenses$220,863
Net Income$980,794
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$7,434,037
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$64,606,179$67,925,279▲ $3,319,100
Savings and Temporary Cash Investments$327,129$193,479▼ $133,650
Prepaid Expenses and Deferred Charges$6,667$10,050▲ $3,383
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$64,939,975$68,128,808▲ $3,188,833
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$38,922$65,858▲ $26,936
Total Liabilities$38,922$65,858▲ $26,936
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$64,901,053$68,062,950▲ $3,161,897
Total Net Assets Fund Balance$64,901,053$68,062,950▲ $3,161,897
Total Liabilities and Net Assets / Fund Balance$64,939,975$68,128,808▲ $3,188,833
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Jeffrey WeinsteinChairperson
Julie ColecO-Chairperson
Ed RansomTrustee
LaVada WhiteTrustee
Ted LawrenceTrustee
Thomas McCoyTrustee
Wes DavisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$32,090
Investment Income
$1,169,567
Other Revenue
$0
Change in Net Assets
$980,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,863
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---$84,361
Fees for Services Legal---$21,487
Insurance---$10,877
Fees for Services Accounting---$8,575
Other Expenses---$10
Total Functional Expenses$0$0$0$220,863
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, 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
Jeffery Weinstein
Title
Chairperson
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
CA
Voting Board Members
7
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
Raw XML Appendix321 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt038922
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt065858
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE RETIREE HEALTH BENEFITS FOR EVERY ELIGIBLE RETIREE OF THE OXNARD HIGH SCHOOL DISTRICT
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ANDREA RODRIGUEZ
IRS990/BooksInCareOfDetail/PhoneNum08056486061
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0181 S ASH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093001
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01169567
IRS990/CYOtherExpensesAmt0220863
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt032090
IRS990/CYRevenuesLessExpensesAmt0980794
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0220863
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01201657
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE TRUST IS ACCUMULATING ASSETS TO PROVIDE FUTURE BENEFITS TO PARTICIPANTS UNDER THE PLAN.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt08575
IRS990/FeesForServicesLegalGrp/TotalAmt021487
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt084361
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Ted Lawrence
IRS990/Form990PartVIISectionAGrp/PersonNm1Ed Ransom
IRS990/Form990PartVIISectionAGrp/PersonNm2Julie Cole
IRS990/Form990PartVIISectionAGrp/PersonNm3WES DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm4LaVada White
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY WEINSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm6Thomas McCoy
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2cO-Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-337578
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05894802
IRS990/GrossReceiptsAmt07434037
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt010877
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01507145
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01507145
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt064606179
IRS990/InvestmentsPubTradedSecGrp/EOYAmt067925279
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06232380
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE RETIREE HEALTH BENEFITS FOR EVERY ELIGIBLE RETIREE OF THE OXNARD HIGH SCHOOL DISTRICT
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt064901053
IRS990/NetAssetsOrFundBalancesEOYAmt068062950
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-337578
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-337578
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02181103
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt064901053
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt068062950
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1WEBSITE MAINTENANCE
IRS990/OtherExpensesGrp/Desc2STATE TAX
IRS990/OtherExpensesGrp/TotalAmt094878
IRS990/OtherExpensesGrp/TotalAmt1675
IRS990/OtherExpensesGrp/TotalAmt210
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06667
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010050
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt032090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt032090
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt04333909
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0175411
IRS990/PYRevenuesLessExpensesAmt04158498
IRS990/PYTotalExpensesAmt0175411
IRS990/PYTotalRevenueAmt04333909
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0980794
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0327129
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0193479
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN PRESENTED TO BOARD FOR REVIEW AT BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE AT THE DISTRICT OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt064939975
IRS990/TotalAssetsEOYAmt068128808
IRS990/TotalAssetsGrp/BOYAmt064939975
IRS990/TotalAssetsGrp/EOYAmt068128808
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220863
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038922
IRS990/TotalLiabilitiesEOYAmt065858
IRS990/TotalLiabilitiesGrp/BOYAmt038922
IRS990/TotalLiabilitiesGrp/EOYAmt065858
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064901053
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt068062950
IRS990/TotalProgramServiceRevenueAmt032090
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01201657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01201657
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt064939975
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt068128808
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0309 SOUTH K STREET
IRS990/USAddress/CityNm0OXNARD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0930305212
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0ouhsdrhbt.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFERY WEINSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
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/PreparerFirmEIN0951848757
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/ReturnTs02020-11-09T15:59:56-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,128,808
Liabilities
$65,858
Net assets
$68,062,950
Revenue
$1,201,657
Expenses
$220,863
Net income
$980,794
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