Civic Intelligence

Aocds Insurance Benefits Trust

990 • Fiscal year 2022 • EIN 82-6820943

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 23, 2023

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

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.00x

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

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

60th percentile

6.4%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2022 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2022

Asset Growth

92nd percentile

34%

Faster asset growth than 92% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

53rd percentile

1.4%

Faster revenue growth than 53% of similar nonprofits.

2022 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,868,230

Up $471,983 (+34%) from 2021

Net Assets

Up

$1,860,549

Up $466,060 (+33%) from 2021

Liabilities

Up

$7,681

Up $5,923 (+337%) from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin60th percentile

Revenue

Up

$7,334,588

Up $100,949 (+1.4%) from 2021

Expenses

Down

$6,868,528

Down $178,673 (-2.5%) from 2021

Net Income

Up

$466,060

Up $279,622 (+150%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

2022

Assets$1,868,230
Liabilities$7,681
Net Assets$1,860,549
Open 2022 Filing

Operations Trend

Revenue Growth53rd percentile

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

2022

Revenue$7,334,588
Expenses$6,868,528
Net Income$466,060
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 23, 2023
Return Version
2021v4.0
Gross Receipts
$7,334,588
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$770,019$880,392▲ $110,373
Accounts Receivable$247,138$720,039▲ $472,901
Cash and Non-Interest-Bearing Accounts$372,380$253,366▼ $119,014
Savings and Temporary Cash Investments-$10,008-
Land, Buildings, and Equipment, Net$6,710$4,425▼ $2,285
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$1,396,247$1,868,230▲ $471,983
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,758$7,681▲ $5,923
Total Liabilities$1,758$7,681▲ $5,923
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,394,489$1,860,549▲ $466,060
Total Net Assets Fund Balance$1,394,489$1,860,549▲ $466,060
Total Liabilities and Net Assets / Fund Balance$1,396,247$1,868,230▲ $471,983

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,425$16,751$-14,394
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Juan ViramontesChairman
Dan BohlingTrustee
Jeremy JohnsonTrustee
Rodney CashTrustee
Sandy LongneckerTrustee
Paul BartlettCFO
Richard OatesSecretary
Francisco OchoaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,300,598
Investment Income
$33,990
Other Revenue
$0
Change in Net Assets
$466,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$484,953
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---$6,383,575
Fees for Services Accounting---$17,565
Fees for Services Legal---$14,400
Information Technology---$10,228
Fees for Services Other---$9,296
Depreciation Depletion---$2,774
Other Expenses---$2,027
Office Expenses---$40
Total Functional Expenses$0$0$0$6,868,528
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
No
Audit committee
No
Backup withholding compliance
Yes
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

“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
Paul Bartlett
Title
CFO
Signed
2023-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Juan Viramontes
Formed
2017
Legal Domicile
CA
Voting Board Members
8
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
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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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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0299328
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0p
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01396247
IRS990/TotalAssetsEOYAmt01868230
IRS990/TotalAssetsGrp/BOYAmt01396247
IRS990/TotalAssetsGrp/EOYAmt01868230
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06868528
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07300598
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01868230
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092701
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Bartlett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AOCDS INSURANCE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AOCD
ReturnHeader/Filer/EIN0826820943
ReturnHeader/Filer/PhoneNum07142852800
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 N MAIN STREET
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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/ReturnTs02023-03-23T11:50:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bartlett
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,868,230
Liabilities
$7,681
Net assets
$1,860,549
Revenue
$7,334,588
Expenses
$6,868,528
Net income
$466,060
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