Civic Intelligence

Opoa Retention Benefit Plan

990 • Fiscal year 2012 • EIN 94-3038681

Jul 01, 2011 to Jun 30, 2012 • Filed on May 15, 2013

555 5th Street94607
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

21st percentile

-6.3%

Faster asset growth than 21% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$8,763,150

Down $593,641 (-6.3%) from 2011

Net Assets

Down

$8,751,556

Down $553,064 (-5.9%) from 2011

Liabilities

Down

$11,594

Down $40,577 (-78%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,067,741

Down $60,425 (-5.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $8,878,367Liabilities 2010: $9,347Net Assets 2010: $8,869,0202010Assets 2011: $9,356,791Liabilities 2011: $52,171Net Assets 2011: $9,304,6202011Assets 2012: $8,763,150Liabilities 2012: $11,594Net Assets 2012: $8,751,5562012Assets 2013: $9,335,297Liabilities 2013: $22,267Net Assets 2013: $9,313,0302013Assets 2014: $9,889,210Liabilities 2014: $4,917Net Assets 2014: $9,884,2932014Assets 2015: $9,700,377Liabilities 2015: $24,565Net Assets 2015: $9,675,8122015Assets 2016: $9,356,282Liabilities 2016: $66,042Net Assets 2016: $9,290,2402016Assets 2017: $9,777,539Liabilities 2017: $57,210Net Assets 2017: $9,720,3292017Assets 2018: $9,955,405Liabilities 2018: $51,821Net Assets 2018: $9,903,5842018Assets 2019: $10,138,168Liabilities 2019: $96,066Net Assets 2019: $10,042,1022019Assets 2020: $9,896,947Liabilities 2020: $18,635Net Assets 2020: $9,878,3122020Assets 2021: $11,183,223Liabilities 2021: $155,086Net Assets 2021: $11,028,1372021Assets 2022: $9,842,103Liabilities 2022: $175,536Net Assets 2022: $9,666,5672022Assets 2023: $9,856,064Liabilities 2023: $20,871Net Assets 2023: $9,835,1932023Assets 2024: $10,287,748Liabilities 2024: $288,581Net Assets 2024: $9,999,1672024Assets 2025: $10,481,255Liabilities 2025: $24,827Net Assets 2025: $10,456,4282025

Highlighted filing

2012

Assets$8,763,150
Liabilities$11,594
Net Assets$8,751,556

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,261,1572010Revenue 2011: $1,563,766Expenses 2011: $1,128,166Net Income 2011: $435,6002011Expenses 2012: $1,067,7412012Expenses 2013: $976,8242013Revenue 2014: $1,593,274Expenses 2014: $1,022,011Net Income 2014: $571,2632014Revenue 2015: $906,928Expenses 2015: $1,115,409Net Income 2015: -$208,4812015Revenue 2016: $552,520Expenses 2016: $938,092Net Income 2016: -$385,5722016Revenue 2017: $1,393,605Expenses 2017: $963,516Net Income 2017: $430,0892017Revenue 2018: $1,047,240Expenses 2018: $1,032,008Net Income 2018: $15,2322018Revenue 2019: $1,240,734Expenses 2019: $964,415Net Income 2019: $276,3192019Revenue 2020: $796,890Expenses 2020: $985,212Net Income 2020: -$188,3222020Revenue 2021: $1,097,336Expenses 2021: $1,084,428Net Income 2021: $12,9082021Revenue 2022: $1,168,303Expenses 2022: $935,857Net Income 2022: $232,4462022Revenue 2023: $911,277Expenses 2023: $1,038,179Net Income 2023: -$126,9022023Revenue 2024: $1,548,717Expenses 2024: $1,045,309Net Income 2024: $503,4082024Revenue 2025: $943,982Expenses 2025: $1,076,335Net Income 2025: -$132,3532025

Highlighted filing

2012

Revenue-
Expenses$1,067,741
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 15, 2013
Return Version
2011v1.5
Gross Receipts
$1,421,807
Mission and Program Overview

Mission

Provide health and other benefits to members.

Filing and Contact Details

Filer

EIN
94-3038681
Raw XML Appendix340 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY052171
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IRS990/AccountsReceivable/EOY04270
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
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IRS990/Form990PartVIISectionA/NamePerson0Rudy Villegas
IRS990/Form990PartVIISectionA/NamePerson1Jake Bassett
IRS990/Form990PartVIISectionA/NamePerson2Barry Donelan
IRS990/Form990PartVIISectionA/NamePerson3David Krause
IRS990/Form990PartVIISectionA/NamePerson4Robert Nichelini
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/Title0Trustee
IRS990/Form990PartVIISectionA/Title1Trustee
IRS990/Form990PartVIISectionA/Title2Trustee
IRS990/Form990PartVIISectionA/Title3Chairman
IRS990/Form990PartVIISectionA/Title4Trustee
IRS990/Form990ProvidedToGoverningBody0true
IRS990/Form990-TFiled0false
IRS990/FormersListed0false
IRS990/FSAudited0true
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IRS990/GainOrLoss/Securities0-481294
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0425836
IRS990/GrossReceipts01421807
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear0-186036
IRS990/InvestmentIncome/ExclusionAmount0-44359
IRS990/InvestmentIncomePriorYear0900246
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0339617
IRS990/InvestmentIncome/TotalRevenueColumn0295258
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY0326312
IRS990/InvestmentsOtherSecurities/EOY0864835
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY05501679
IRS990/InvestmentsPubTradedSecurities/EOY05647569
IRS990/InvestTaxExemptBonds0false
IRS990/LandBuildingsEquipmentBasisNet/EOY00
IRS990/LessCostOthBasisSalesExpenses/Securities0907130
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0Provide health and other benefits to members.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY09304620
IRS990/NetAssetsOrFundBalancesEOY08751556
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0-481294
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-481294
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NonDeductibleDisclosure0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers06
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/ManagementAndGeneral0675
IRS990/OfficeExpenses/Total0675
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY0896030
IRS990/OtherAssetsTotal/EOY0872235
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear073804
IRS990/OtherExpensesCurrentYear083475
IRS990/OtherExpenses/Description0Administrative Fees
IRS990/OtherExpenses/ManagementAndGeneral069000
IRS990/OtherExpenses/Total069000
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear013410
IRS990/OtherRevenuePriorYear09399
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliciesReferenceChapters0false
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0687303
IRS990/ProgramServiceRevenue/Description0City of Oakland-Contrib
IRS990/ProgramServiceRevenuePriorYear0654121
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0687303
IRS990/ProgramServiceRevenue/TotalRevenueColumn0687303
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses0-553064
IRS990/RegularMonitoringEnforcement0false
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0true
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0true
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-553064
IRS990/RevenuesLessExpensesPriorYear0435600
IRS990/RoyaltiesRevenue/RelatedOrExemptFunctionIncome013410
IRS990/RoyaltiesRevenue/TotalRevenueColumn013410
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY02632770
IRS990/SavingsAndTempCashInvestments/EOY01374241
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExcessOrDeficitForYear0-553064
IRS990ScheduleD/ExcessOrDeficitPerFS0-553064
IRS990ScheduleD/ExpensesSubtotal01067741
IRS990ScheduleD/OtherAssets/BookValue0872235
IRS990ScheduleD/OtherAssets/Description0Prepaid expenses
IRS990ScheduleD/OtherAssets/Description1Mortgage receivable
IRS990ScheduleD/RevenueSubtotal0514677
IRS990ScheduleD/TotalBookValueOtherAssets0872235
IRS990ScheduleD/TotalExpenses01067741
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IRS990ScheduleD/TotalOfBookValueSecurities0864835
IRS990ScheduleD/TotalRevenue0514677
IRS990ScheduleD/TotalRevenuePerForm9900514677
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01067741
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0514677
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Governing documents, policies and financial statements are disclosed on request as required.
IRS990ScheduleO/GeneralExplanation/Explanation1Form 990 is prepared by an independent accountant then submitted to the Organization's Benefit Plan Administrator for review prior to filing.
IRS990ScheduleO/GeneralExplanation/Explanation2Delta Health Services has been hired to administer the benefits and keep the books and records on behalf of the organization.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 3
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 11: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990/ScheduleORequired0true
IRS990/School0false
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IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10PO Box 1147
IRS990/TheBooksAreInCareOf/AddressUS/City0Stockton
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0952011147
IRS990/TheBooksAreInCareOf/NamePerson0Delta Health Systems
IRS990/TheBooksAreInCareOf/TelephoneNumber02099488483
IRS990/TotalAssets/BOY09356791
IRS990/TotalAssetsBOY09356791
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IRS990/TotalCompGT150K0false
IRS990/TotalContributions00
IRS990/TotalExpensesCurrentYear01067741
IRS990/TotalExpensesPriorYear01128166
IRS990/TotalFunctionalExpenses/Fundraising00
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IRS990/TotalGrossUBI00
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IRS990/TotalLiabilitiesBOY052171
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IRS990/TotalLiabilitiesEOY011594
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IRS990/TotalNetAssetsFundBalances/EOY08751556
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue0687303
IRS990/TotalRevenueCurrentYear0514677
IRS990/TotalRevenue/ExclusionAmount0-44359
IRS990/TotalRevenuePriorYear01563766
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0559036
IRS990/TotalRevenue/TotalRevenueColumn0514677
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY09304620
IRS990/UnrestrictedNetAssets/EOY08751556
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/WrittenPolicyOrProcedure0false
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943038681
ReturnHeader/Filer/Name/BusinessNameLine10OPOA Retention Benefit Plan
ReturnHeader/Filer/NameControl0OPOA
ReturnHeader/Filer/Phone05108349670
ReturnHeader/Filer/USAddress/AddressLine10555 5th Street
ReturnHeader/Filer/USAddress/City0Oakland
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094607
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0David Krause
ReturnHeader/Officer/Title0Chairman
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HAWKINS AND COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10450 N 4TH ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN JOSE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0951125256
ReturnHeader/Preparer/Name0Melonee Hawkins
ReturnHeader/Preparer/Phone04082867355
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-16T08:51:42-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.5$0.02$10.5$0.94$1.08$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.29$10.00$1.55$1.05$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.86$0.02$9.84$0.91$1.04$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$0.18$9.67$1.17$0.94$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.16$11.0$1.10$1.08$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.90$0.02$9.88$0.80$0.99$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.10$10.0$1.24$0.96$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.96$0.05$9.90$1.05$1.03$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.78$0.06$9.72$1.39$0.96$0.43
2016Detailed filing. Detailed filing data is available for this year.$9.36$0.07$9.29$0.55$0.94$0.39
2015Detailed filing. Detailed filing data is available for this year.$9.70$0.02$9.68$0.91$1.12$0.21
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.89$0.00$9.88$1.59$1.02$0.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.34$0.02$9.31$0.98
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.76$0.01$8.75$1.07
2011Summary only. Only limited summary data is available for this year.$9.36$0.05$9.30$1.56$1.13$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.88$0.01$8.87$1.26