Civic Intelligence

Aocds Insurance Benefits Trust

990 • Fiscal year 2024 • EIN 82-6820943

Jul 01, 2023 to Jun 30, 2024 • Filed on May 09, 2025

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

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.01x

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

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

55th percentile

5.5%

Higher net margin than 55% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

5.1%

Faster revenue growth than 43% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$3,023,392

Up $473,679 (+19%) from 2023

Net Assets

Up

$2,941,937

Up $434,084 (+17%) from 2023

Liabilities

Up

$81,455

Up $39,595 (+95%) from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin55th percentile

Revenue

Up

$7,964,391

Up $386,371 (+5.1%) from 2023

Expenses

Up

$7,530,307

Up $599,591 (+8.7%) from 2023

Net Income

Down

$434,084

Down $213,220 (-33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2024

Assets$3,023,392
Liabilities$81,455
Net Assets$2,941,937
Open 2024 Filing

Operations Trend

Revenue Growth43rd 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

2024

Revenue$7,964,391
Expenses$7,530,307
Net Income$434,084
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$7,964,391
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$1,575,260$1,696,206▲ $120,946
Savings and Temporary Cash Investments$486,195$782,766▲ $296,571
Accounts Receivable$238,126$296,678▲ $58,552
Cash and Non-Interest-Bearing Accounts$244,820$243,378▼ $1,442
Land, Buildings, and Equipment, Net$5,312$4,364▼ $948
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$2,549,713$3,023,392▲ $473,679
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$41,860$81,455▲ $39,595
Total Liabilities$41,860$81,455▲ $39,595
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,507,853$2,941,937▲ $434,084
Total Net Assets Fund Balance$2,507,853$2,941,937▲ $434,084
Total Liabilities and Net Assets / Fund Balance$2,549,713$3,023,392▲ $473,679

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,435$19,300$23,735
Leasehold Improvements$2,251$478$2,729
Other Land Buildings$-2,322-$-2,322
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,793,553
Investment Income
$170,838
Other Revenue
$0
Change in Net Assets
$434,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$497,187
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---$7,033,120
Information Technology---$81,468
Fees for Services Other---$19,732
Fees for Services Accounting---$17,675
Fees for Services Legal---$14,446
Conferences and Meetings---$3,236
Office Expenses---$2,021
Depreciation Depletion---$948
Other Expenses---$539
Total Functional Expenses$0$0$0$7,530,307
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, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

“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
2025-05-09
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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IRS990/TravelGrp/TotalAmt00
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IRS990/USAddress/ZIPCd092701
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Bartlett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AOCDS INSURANCE BENEFITS TRUST
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ReturnHeader/Filer/EIN0826820943
ReturnHeader/Filer/PhoneNum07142852800
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954408108
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STUDIO CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091604
ReturnHeader/PreparerPersonGrp/PhoneNum08183704613
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John K Pooley
ReturnHeader/ReturnTs02025-05-09T09:40:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,023,392
Liabilities
$81,455
Net assets
$2,941,937
Revenue
$7,964,391
Expenses
$7,530,307
Net income
$434,084
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