Civic Intelligence

Widows & Orphans Aid Association of the Opd

990 • Fiscal year 2021 • EIN 94-6066304

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileN/A
P O Box 11836Pleasanton, CA 94588

(510) 282-1647

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.00x

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

37%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

32%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$4,149,886

Up $594,365 (+17%) from 2020

Net Assets

Up

$4,148,785

Up $593,264 (+17%) from 2020

Liabilities

Up

$1,101

Up $1,101 from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin81st percentile

Revenue

Up

$378,953

Up $90,920 (+32%) from 2020

Expenses

Down

$238,194

Down $110,541 (-32%) from 2020

Net Income

Up

$140,759

Up $201,461 (+332%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,851,109Liabilities 2011: $929Net Assets 2011: $2,850,1802011Assets 2012: $2,874,527Liabilities 2012: $996Net Assets 2012: $2,873,5312012Assets 2013: $3,242,078Liabilities 2013: $2,607Net Assets 2013: $3,239,4712013Assets 2014: $3,498,365Liabilities 2014: $1,101Net Assets 2014: $3,497,2642014Assets 2015: $3,276,163Liabilities 2015: $1,101Net Assets 2015: $3,275,0622015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2020: $3,555,521Liabilities 2020: $0Net Assets 2020: $3,555,5212020Assets 2021: $4,149,886Liabilities 2021: $1,101Net Assets 2021: $4,148,7852021Assets 2022: $3,407,839Liabilities 2022: $1,101Net Assets 2022: $3,406,7382022Assets 2023: $3,787,570Liabilities 2023: $1,101Net Assets 2023: $3,786,4692023Assets 2024: $4,010,314Liabilities 2024: $1,101Net Assets 2024: $4,009,2132024

Highlighted filing

2021

Assets$4,149,886
Liabilities$1,101
Net Assets$4,148,785
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $223,164Expenses 2011: $229,669Net Income 2011: -$6,5052011Expenses 2012: $186,5992012Revenue 2013: $1,658,095Expenses 2013: $149,141Net Income 2013: $1,508,9542013Revenue 2014: $47,555Expenses 2014: $157,659Net Income 2014: -$110,1042014Revenue 2015: $140,125Expenses 2015: $202,616Net Income 2015: -$62,4912015Revenue 2016: $61,607Expenses 2016: $224,064Net Income 2016: -$162,4572016Revenue 2017: $213,083Expenses 2017: $163,913Net Income 2017: $49,1702017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2020: $288,033Expenses 2020: $348,735Net Income 2020: -$60,7022020Revenue 2021: $378,953Expenses 2021: $238,194Net Income 2021: $140,7592021Revenue 2022: $180,339Expenses 2022: $326,835Net Income 2022: -$146,4962022Revenue 2023: $239,014Expenses 2023: $261,922Net Income 2023: -$22,9082023Revenue 2024: $519,308Expenses 2024: $296,576Net Income 2024: $222,7322024

Highlighted filing

2021

Revenue$378,953
Expenses$238,194
Net Income$140,759
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$378,953
Mission and Program Overview

Mission

Organized as a policeman's benefit

The Widows and Orphans Aid Association of the Oakland Police Dept was established in 1908 as a police officer's benefit and relief assoc to aid the dependents of its members in the event of death.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,555,521$4,148,785▲ $593,264
Investments in Publicly Traded Securities$3,475,776$4,090,004▲ $614,228
Cash and Non-Interest-Bearing Accounts$82,335$62,472▼ $19,863
Savings and Temporary Cash Investments$450$450→ $0
Other Notes and Loans Receivable, Net$-3,040$-3,040→ $0
Total Assets$3,555,521$4,149,886▲ $594,365
Liabilities
Accounts Payable and Accrued Expenses-$1,101-
Total Liabilities$0$1,101▲ $1,101
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,555,521$4,148,785▲ $593,264
Total Liabilities and Net Assets / Fund Balance$3,555,521$4,149,886▲ $594,365
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Jennifer SenaPresident
John Cave JrVice President
Anthony HutzolAssociate Director at Large
Jeffrey WoodDirector at Large
John RomeroDirector at Large
Joseph AguirreDirector at Large
Victor ArvizuDirector at Large
Robert CrawfordFinancial Secretary
James SimonsonRecording Secretary
Patrick MahanayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$127,938
Program Service Revenue
$0
Investment Income
$251,015
Other Revenue
$0
Change in Net Assets
$140,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,828
Salaries, Compensation, and Employee Benefits$29,366
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$19,800$6,600-$26,400
Fees for Service Investment Mgmnt Fees-$19,447-$19,447
Office Expenses$2,935$978-$3,913
Payroll Taxes$2,225$741-$2,966
Conferences and Meetings$2,847--$2,847
Fees for Services Accounting-$725-$725
Other Expenses$1,460$436-$436
Total Functional Expenses$209,267$28,927$0$238,194
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
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
No

Governance Explanations

Form 990 Part VI Governance, Management & Disclosure Section B Line 11B:

“A completed copy of Form 990 is provided to thE Board of Directors for reviewprior to signing and filing.”

Form 990 Part VI Governance, Management & Disclosure Section C Line 19:

“Copies of the governing documents and financial statements are made available at the Annual Meeting. Three board members are elected for a three year term each February. The results are announced at the Annual Dinner meeting.”

Filing and Contact Details

Filer

Filer Name
Widows & Orphans Aid Association
EIN
94-6066304
Phone
5102821647
Address
P O BOX 11836, PLEASANTON, CA 94588

Signing Officer

Name
Patrick Mahanay
Title
Treasurer
Phone
5102821647
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Mahanay
Formed
1913
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
6
Employees
3

Preparer

Firm
Kroeger and Associates Ea
Address
5100 CLAYTON RD B-1 PMB 399, CONCORD, CA 94521-3161
Preparer
Carrie Kroeger
Phone
9256861600
Supplemental Narrative

Additional Explanations

Form 990 VI Governance Management & Disclousere Section A Line 7B:

“Widows & Orphans Aid Association is made up of members who elect the governingbody at the Annual Dinner.”

Raw XML Appendix312 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A completed copy of Form 990 is provided to thE Board of Directors for reviewprior to signing and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Copies of the governing documents and financial statements are made available at the Annual Meeting. Three board members are elected for a three year term each February. The results are announced at the Annual Dinner meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 VI Governance Management & Disclousere Section a Line 7b:
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,149,886
Liabilities
$1,101
Net assets
$4,148,785
Revenue
$378,953
Expenses
$238,194
Net income
$140,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.00$4.01$0.52$0.30$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.24$0.26$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.18$0.33$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.38$0.24$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.29$0.35$0.06
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.06$0.22$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.14$0.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.05$0.16$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$1.66$0.15$1.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.00$2.87$0.19
2011Summary only. Only limited summary data is available for this year.$2.85$0.00$2.85$0.22$0.23$0.01