Civic Intelligence

Aocds Insurance Benefits Trust

990 • Fiscal year 2019 • EIN 82-6820943

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 01, 2020

Organization ProfileN/A
1600 N Main StreetSanta Ana, CA 92701

(714) 285-2800

Siviq Scores

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

Liabilities / Assets

67th percentile

0.11x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

36th percentile

0.3%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

$1,316,250

No earlier filing loaded for comparison.

Net Assets

$1,174,942

No earlier filing loaded for comparison.

Liabilities

$141,308

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin36th percentile

Revenue

$6,831,509

No earlier filing loaded for comparison.

Expenses

$6,812,160

No earlier filing loaded for comparison.

Net Income

$19,349

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $1,316,250Liabilities 2019: $141,308Net Assets 2019: $1,174,9422019Assets 2020: $1,280,126Liabilities 2020: $72,075Net Assets 2020: $1,208,0512020Assets 2021: $1,396,247Liabilities 2021: $1,758Net Assets 2021: $1,394,4892021Assets 2022: $1,868,230Liabilities 2022: $7,681Net Assets 2022: $1,860,5492022Assets 2023: $2,549,713Liabilities 2023: $41,860Net Assets 2023: $2,507,8532023Assets 2024: $3,023,392Liabilities 2024: $81,455Net Assets 2024: $2,941,9372024

Highlighted filing

2019

Assets$1,316,250
Liabilities$141,308
Net Assets$1,174,942
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2019: $6,831,509Expenses 2019: $6,812,160Net Income 2019: $19,3492019Revenue 2020: $6,945,109Expenses 2020: $6,912,000Net Income 2020: $33,1092020Revenue 2021: $7,233,639Expenses 2021: $7,047,201Net Income 2021: $186,4382021Revenue 2022: $7,334,588Expenses 2022: $6,868,528Net Income 2022: $466,0602022Revenue 2023: $7,578,020Expenses 2023: $6,930,716Net Income 2023: $647,3042023Revenue 2024: $7,964,391Expenses 2024: $7,530,307Net Income 2024: $434,0842024

Highlighted filing

2019

Revenue$6,831,509
Expenses$6,812,160
Net Income$19,349
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 1, 2020
Return Version
2018v3.1
Gross Receipts
$6,831,509
Mission and Program Overview

Mission

The purpose of this Trust is to use and invest the contributions received for the exclusive purpose of providing benefits to participants and their beneficiaries and defraying reasonable expenses of administration. This purpose shall be accomplished in accordance with all applicable laws.

Process insurance payments for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$641,177-
Accounts Receivable-$366,306-
Cash and Non-Interest-Bearing Accounts-$295,599-
Land, Buildings, and Equipment, Net-$13,168-
Savings and Temporary Cash Investments-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$1,316,250▲ $1,316,250
Other Assets Total-$0-
Liabilities
Other Liabilities-$140,087-
Accounts Payable and Accrued Expenses-$1,221-
Total Liabilities$0$141,308▲ $141,308
Net Assets / Fund Balance
Unrestricted Net Assets-$1,174,942-
Total Net Assets Fund Balance$0$1,174,942▲ $1,174,942
Total Liabilities and Net Assets / Fund Balance$0$1,316,250▲ $1,316,250

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,168$26,077$3,675
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Tom DominguezChairman
Ed YeeTrustee
Francisco OchoaTrustee
Jack SongerTrustee
Jeff WeaverTrustee
Juan ViramontesTrustee
Roger HiltonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,795,829
Investment Income
$35,680
Other Revenue
$0
Change in Net Assets
$19,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$423,924
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---$6,388,236
Other Expenses---$340,087
Fees for Services Legal---$29,368
Fees for Services Other---$21,430
Fees for Services Accounting---$14,000
Office Expenses---$11,619
Depreciation Depletion---$3,366
Fees for Service Investment Mgmnt Fees---$2,626
Conferences and Meetings---$1,428
Total Functional Expenses$0$0$0$6,812,160
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Owed to AOCDS$140,087
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

“form 990 is prepared by an independent accountant and reviewed by CFO before electronic transmission”

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

“upon request”

Filing and Contact Details

Filer

Filer Name
Aocds Insurance Benefits Trust
EIN
82-6820943
Phone
7142852800
Address
1600 N MAIN STREET, SANTA ANA, CA 92701

Signing Officer

Name
Tom Dominguez
Title
Chairman
Signed
2020-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Dominguez
Formed
2018
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
Rita C Villa CPA
Address
4353 COLFAX AVE 6, STUDIO CITY, CA 91604
Preparer
John K Pooley
Phone
8183704613
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Transfer of assets into Trust from AOCDS 95-3122553 = $1155593”

Raw XML Appendix374 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Transfer of assets into Trust from AOCDS 95-3122553 = $1155593
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt06/30/18 audit
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CPA's study
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AOCDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1AOCDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt01316250
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt01316250
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06812160
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0141308
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0141308
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01174942
IRS990/TotalProgramServiceRevenueAmt06795829
IRS990/TotalRevenueGrp/ExclusionAmt035680
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06795829
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06831509
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01316250
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01174942
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01600 N MAIN STREET
IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092701
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Dominguez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AOCDS INSURANCE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AOCD
ReturnHeader/Filer/EIN0826820943
ReturnHeader/Filer/PhoneNum07142852800
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 N MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954408108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITA C VILLA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04353 COLFAX AVE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STUDIO CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091604
ReturnHeader/PreparerPersonGrp/PhoneNum08183704613
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John K Pooley
ReturnHeader/ReturnTs02020-04-01T10:58:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,316,250
Liabilities
$141,308
Net assets
$1,174,942
Revenue
$6,831,509
Expenses
$6,812,160
Net income
$19,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.08$2.94$7.96$7.53$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.55$0.04$2.51$7.58$6.93$0.65
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.01$1.86$7.33$6.87$0.47
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.39$7.23$7.05$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.07$1.21$6.95$6.91$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.14$1.17$6.83$6.81$0.02