Civic Intelligence

Oakland Firefighters Retiree Subsidy Plan

990 • Fiscal year 2020 • EIN 86-3179959

Oct 01, 2019 to Jun 30, 2020 • Filed on May 19, 2021

Organization ProfileN/A

View Organization Page

4160 Dublin Blvd No 400Dublin, CA 94568

(925) 833-7300

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.00x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

$2,227,063

No earlier filing loaded for comparison.

Net Assets

$2,222,777

No earlier filing loaded for comparison.

Liabilities

$4,286

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin99th percentile

Revenue

$2,236,589

No earlier filing loaded for comparison.

Expenses

$4,286

No earlier filing loaded for comparison.

Net Income

$2,232,303

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.

$3.0M$2.0M$1.0M$0Assets 2020: $2,227,063Liabilities 2020: $4,286Net Assets 2020: $2,222,7772020Assets 2021: $2,801,007Liabilities 2021: $15,943Net Assets 2021: $2,785,0642021Assets 2022: $2,563,269Liabilities 2022: $15,943Net Assets 2022: $2,547,3262022

Highlighted filing

2020

Assets$2,227,063
Liabilities$4,286
Net Assets$2,222,777
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $2,236,589Expenses 2020: $4,286Net Income 2020: $2,232,3032020Revenue 2021: $125,238Expenses 2021: $26,722Net Income 2021: $98,5162021Revenue 2022: $57,532Expenses 2022: $137,529Net Income 2022: -$79,9972022

Highlighted filing

2020

Revenue$2,236,589
Expenses$4,286
Net Income$2,232,303
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Jun 30, 2020
Signed
May 19, 2021
Return Version
2019v5.2
Gross Receipts
$2,236,589
Mission and Program Overview

Mission

To provide dental care benefits to eligible participants.

Established for the purpose of providing dental care benefits to retired firefighters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$2,222,777▲ $2,222,777
Investments in Publicly Traded Securities-$2,163,699-
Cash and Non-Interest-Bearing Accounts-$60,000-
Accounts Receivable-$3,364-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$2,227,063▲ $2,227,063
Liabilities
Accounts Payable and Accrued Expenses-$4,286-
Total Liabilities$0$4,286▲ $4,286
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$2,222,777▲ $2,222,777
Total Liabilities and Net Assets / Fund Balance$0$2,227,063▲ $2,227,063
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
James WhittyChairman
Monty GardeaCo-chairman
Charles GarciaTrustee
Dan RobertsonTrustee
J Michael AsportTrustee
Steve SplendorioTrustee
Zac UngerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,210,088
Investment Income
$26,501
Other Revenue
$0
Change in Net Assets
$2,232,303

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,232,303
Revenue Not Reported on Financial Statements
$4,286
Revenue Not Reported on Form 990
$-9,526
Total Revenue per Audited Statements
$2,222,777
Total Revenue per Form 990
$2,236,589
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,286
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---$4,286
Total Functional Expenses$0$0$0$4,286

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$4,286
Total Expenses per Form 990$4,286
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has delegated control over management duties customarily performed by or under the direct supervision of officers, directors, trustees or key employees to a contract administrator, health services & benefits administrators.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the trustees.”

Form 990, Part VI, Section B, Line 11B

“The chair and co-chair review the form 990 prior to filing and signing.”

Form 990, Part VI, Section C, Line 18

“The organization makes the forms available upon request.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Oakland Firefighters Retiree Subsidy
EIN
86-3179959
Phone
9258337300
Address
4160 DUBLIN BLVD NO 400, DUBLIN, CA 94568

Signing Officer

Name
James Whitty
Title
Chairman
Phone
9258337300
Signed
2021-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Whitty
Formed
2019
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES TO A CONTRACT ADMINISTRATOR, HEALTH SERVICES & BENEFITS ADMINISTRATORS.
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03130 CROW CANYON PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945831386
ReturnHeader/PreparerPersonGrp/PhoneNum09254804000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA MONTGOMERY CPA
ReturnHeader/ReturnTs02021-05-19T19:04:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
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
$2,227,063
Liabilities
$4,286
Net assets
$2,222,777
Revenue
$2,236,589
Expenses
$4,286
Net income
$2,232,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.02$2.55$0.06$0.14$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.02$2.79$0.13$0.03$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.22$2.24$0.00$2.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)9 • $1M-$5M nonprofits