Civic Intelligence

Opoa Retention Benefit Plan

990 • Fiscal year 2021 • EIN 94-3038681

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

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

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.14x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

44th percentile

1.2%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

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.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

38%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$11,183,223

Up $1,286,276 (+13%) from 2020

Net Assets

Up

$11,028,137

Up $1,149,825 (+12%) from 2020

Liabilities

Up

$155,086

Up $136,451 (+732%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin44th percentile

Revenue

Up

$1,097,336

Up $300,446 (+38%) from 2020

Expenses

Up

$1,084,428

Up $99,216 (+10%) from 2020

Net Income

Up

$12,908

Up $201,230 (+107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2021

Assets$11,183,223
Liabilities$155,086
Net Assets$11,028,137
Open 2021 Filing

Operations Trend

Revenue Growth89th 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

2021

Revenue$1,097,336
Expenses$1,084,428
Net Income$12,908
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.0
Gross Receipts
$1,097,336
Mission and Program Overview

Mission

Provide health and other benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,385,184$10,702,523▲ $1,317,339
Savings and Temporary Cash Investments$47,418$82,985▲ $35,567
Accounts Receivable$2,403$1,938▼ $465
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$9,896,947$11,183,223▲ $1,286,276
Other Assets Total$461,942$395,777▼ $66,165
Liabilities
Accounts Payable and Accrued Expenses$18,635$155,086▲ $136,451
Total Liabilities$18,635$155,086▲ $136,451
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,878,312$11,028,137▲ $1,149,825
Total Net Assets Fund Balance$9,878,312$11,028,137▲ $1,149,825
Total Liabilities and Net Assets / Fund Balance$9,896,947$11,183,223▲ $1,286,276
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Bob NicheliniChairman
Burney MatthewsTrustee
Jeryme StineTrustee
Marcel PattersonTrustee
Rudy VillegasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$505,559
Investment Income
$591,777
Other Revenue
$0
Change in Net Assets
$12,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,331
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$935,097--$935,097
Fees for Services Other$71,720--$71,720
Fees for Service Investment Mgmnt Fees$50,923--$50,923
Fees for Services Legal$12,000--$12,000
Fees for Services Accounting$9,300--$9,300
Other Expenses$5,388--$5,388
Total Functional Expenses$1,084,428$0$0$1,084,428
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
Yes
Audit committee
No
Backup withholding compliance
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, Line 3: Description of Delegated Duties to Management Company

“Delta Fund 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
Robert Nichelini
Title
Chairman
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Altius
Address
500 N Street 510, Sacramento, CA 95814
Preparer
Abel Ocampo CPA
Phone
4155230401
Raw XML Appendix319 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 Fund 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
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01097336
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09896947
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011183223
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0555 5th Street
IRS990/USAddress/CityNm0Oakland
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094607
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Nichelini
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
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/PreparerFirmEIN0811538448
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALTIUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N Street 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095814
ReturnHeader/PreparerPersonGrp/PhoneNum04155230401
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Abel Ocampo CPA
ReturnHeader/ReturnTs02022-05-11T14:03:41-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nichelini
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,183,223
Liabilities
$155,086
Net assets
$11,028,137
Revenue
$1,097,336
Expenses
$1,084,428
Net income
$12,908
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
2021Detailed filing. Detailed filing data is available for this year.$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