Orange County Employees Benefit
- Assets
- $164.8k
- Revenue
- $285.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Rancho Mission Viejo, CA
- Founding
- 05/1986
- Data as of
- 12/2023
- EIN
- 33-0018347
Organization Overview
Orange County Employees Benefit is located in Rancho Mission Viejo, CA. The organization was established in 1986. According to its NTEE Classification (Y99) the organization is classified as: Mutual & Membership Benefit N.E.C., under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Orange County Employees Benefit is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2023, Orange County Employees Benefit generated $285.9k in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 19.4% each year . All expenses for the organization totaled $288.8k during the year ending 12/2023. While expenses have increased by 20.0% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
DEDICATED TO PROVIDING ENGAGING NETWORK OPPORTUNITIES AND THE EXCHANGE OF TOPICAL INFORMATION AND EDUCATION FOR MEMBERS TO ENHANCE CAREERS AND CONTRIBUTE TO THE BETTERMENT OF THE EMPLOYEE BENEFITS FIELD.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HOLDS MEETINGS FEATURING SPEAKERS FROM VARIOUS SEGMENTS OF THE INDUSTRY ALONG WITH 3 MEMBERS ONLY EVENTS EACH YEAR. THE ORGANIZATION WORKS DILIGENTLY TO SECURE HIGH QUALITY SPEAKERS WHO CAN SHARE THEIR PERTINENT INSIGHTS ON CONTEMPORARY ISSUES AFFECTING THE WORLD OF EMPLOYEE BENEFITS. THE COUNCIL STRIVES FOR BALANCE IN ITS PRESENTATION OFFERINGS SO THAT NATIONAL PERSPECTIVES ON HEALTH CARE ARE COMPARED AND CONTRASTED WITH VARIOUS ECONOMISTS- AND INDUSTRY ANALYSTS' VIEWS ON BUSINESS ISSUES IN ORANGE COUNTY. IMPORTANT AND CONTROVERSIAL SUBJECTS ALSO ARE EXPLORED SO THAT MEMBERS CAN USE THE MOST CURRENT INFORMATION AND TRENDS IN THEIR DAILY CLIENT WORK.
HOLDS MEETINGS FEATURING SPEAKERS FROM VARIOUS SEGMENTS OF THE INDUSTRY ALONG WITH 3 MEMBERS ONLY EVENTS EACH YEAR. THE ORGANIZATION WORKS DILIGENTLY TO SECURE HIGH QUALITY SPEAKERS WHO CAN SHARE THEIR PERTINENT INSIGHTS ON CONTEMPORARY ISSUES AFFECTING THE WORLD OF EMPLOYEE BENEFITS. THE COUNCIL STRIVES FOR BALANCE IN ITS PRESENTATION OFFERINGS SO THAT NATIONAL PERSPECTIVES ON HEALTH CARE ARE COMPARED AND CONTRASTED WITH VARIOUS ECONOMISTS- AND INDUSTRY ANALYSTS' VIEWS ON BUSINESS ISSUES IN ORANGE COUNTY. IMPORTANT AND CONTROVERSIAL SUBJECTS ALSO ARE EXPLORED SO THAT MEMBERS CAN USE THE MOST CURRENT INFORMATION AND TRENDS IN THEIR DAILY CLIENT WORK.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jenna Farr Executive Di | OfficerTrustee | $0 | |
Lilian Baik Vice Preside | Officer | $0 | |
Eric Farr President | Officer | $0 | |
Andrea Fitzpatrick Secretary/tr | Officer | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $1,205 |
| Membership dues | $19,996 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $21,201 |
| Total Program Service Revenue | $76,808 |
| Investment income | $4,660 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $285,919 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $7,500 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $37,848 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $13,895 |
| Advertising and promotion | $3,462 |
| Office expenses | $1,392 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $60,290 |
| Travel | $85 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $7,000 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,228 |
| All other expenses | $18,601 |
| Total functional expenses | $288,776 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $164,312 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $455 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $164,767 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $9,727 |
| Total liabilities | $9,727 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $155,040 |
| Total liabilities and net assets/fund balances | $164,767 |