Civic Intelligence

Opoa Retention Benefit Plan

990 • Fiscal year 2015 • EIN 94-3038681

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 16, 2016

Organization ProfileN/A
555 5th StreetOakland, CA 94607

(510) 834-9670

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.03x

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

11th percentile

-23%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-43%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$9,700,377

Down $188,833 (-1.9%) from 2014

Net Assets

Down

$9,675,812

Down $208,481 (-2.1%) from 2014

Liabilities

Up

$24,565

Up $19,648 (+400%) from 2014

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin11th percentile

Revenue

Down

$906,928

Down $686,346 (-43%) from 2014

Expenses

Up

$1,115,409

Up $93,398 (+9.1%) from 2014

Net Income

Down

-$208,481

Down $779,744 (-136%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2015

Assets$9,700,377
Liabilities$24,565
Net Assets$9,675,812
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

2015

Revenue$906,928
Expenses$1,115,409
Net Income-$208,481
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 16, 2016
Return Version
2014v6.0
Gross Receipts
$906,928
Mission and Program Overview

Mission

Provide health and other benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,657,515$8,874,980▲ $2,217,465
Savings and Temporary Cash Investments$2,440,908$81,388▼ $2,359,520
Accounts Receivable$3,853$3,625▼ $228
Cash and Non-Interest-Bearing Accounts-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$9,889,210$9,700,377▼ $188,833
Other Assets Total$786,934$740,384▼ $46,550
Liabilities
Accounts Payable and Accrued Expenses$4,917$24,565▲ $19,648
Total Liabilities$4,917$24,565▲ $19,648
Net Assets / Fund Balance
Unrestricted Net Assets$9,884,293$9,675,812▼ $208,481
Total Net Assets Fund Balance$9,884,293$9,675,812▼ $208,481
Total Liabilities and Net Assets / Fund Balance$9,889,210$9,700,377▼ $188,833
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Bob NicheliniChairman
Bryan HubbardTrustee
Burney MathewsTrustee
Jake BassettTrustee
Rudy VillegasTrustee
Barry DonelanAlternative
Marcell PattersonAlternative
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$673,740
Investment Income
$233,188
Other Revenue
$0
Change in Net Assets
$-208,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,807
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$972,602--$972,602
Fees for Services Other$59,961--$59,961
Fees for Service Investment Mgmnt Fees$53,793--$53,793
Fees for Services Legal$19,200--$19,200
Fees for Services Accounting$7,500--$7,500
Other Expenses$2,353--$2,353
Total Functional Expenses$1,115,409$0$0$1,115,409
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
Lobbying 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
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Delta Health Services has been hired to administer the benefits and keep the books and records on behalf of the organization.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by an independent accountant then submitted to the Organization's Benefit Plan Administrator for review prior to filing.”

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

“Governing documents, policies and financial statements are disclosed on request as required.”

Filing and Contact Details

Filer

Filer Name
OPOA Retention Benefit Plan
EIN
94-3038681
Phone
5108349670
Address
555 5th Street, Oakland, CA 94607

Signing Officer

Name
David Krause
Title
Chairman
Signed
2016-02-16
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Hawkins and Company
Address
450 N 4TH ST, SAN JOSE, CA 95112-5256
Preparer
Melonee Hawkins CPA
Phone
4086565863
Raw XML Appendix341 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/ExplanationTxt0Delta Health Services has been hired to administer the benefits and keep the books and records on behalf of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is prepared by an independent accountant then submitted to the Organization's Benefit Plan Administrator for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, policies and financial statements are disclosed on request as required.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09889210
IRS990/TotalAssetsEOYAmt09700377
IRS990/TotalAssetsGrp/BOYAmt09889210
IRS990/TotalAssetsGrp/EOYAmt09700377
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01115409
IRS990/TotalFunctionalExpensesGrp/TotalAmt01115409
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04917
IRS990/TotalLiabilitiesEOYAmt024565
IRS990/TotalLiabilitiesGrp/BOYAmt04917
IRS990/TotalLiabilitiesGrp/EOYAmt024565
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09884293
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09675812
IRS990/TotalProgramServiceRevenueAmt0673740
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0906928
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0906928
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09889210
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09700377
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt09884293
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09675812
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Krause
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPOA Retention Benefit Plan
ReturnHeader/Filer/BusinessNameControlTxt0OPOA
ReturnHeader/Filer/EIN0943038681
ReturnHeader/Filer/PhoneNum05108349670
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 5th Street
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 N 4TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951125256
ReturnHeader/PreparerPersonGrp/PhoneNum04086565863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melonee Hawkins CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-16T09:13:32-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,700,377
Liabilities
$24,565
Net assets
$9,675,812
Revenue
$906,928
Expenses
$1,115,409
Net income
-$208,481
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $5M-$10M nonprofits