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Orange County Employees Benefit

Not tax-deductible

Rancho Mission Viejo, CA501(c)(6)Mutual / membership EIN 33-0018347Revenue $422K in FY2024Latest return filed May 20, 2025

On file with the IRSocebc.org30767 Gateway Place 511, 92694-1856 · Rancho Mission Viejo, CATax-exempt since May 1986

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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.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
75¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average surplus $41K a year · 14% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 9.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$10K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 7 voting members
Concern: none of 7 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$422K
+48% vs prior year
Spent
$327K
To programs
75%
Net assets
$250K
By yearFY2021–FY2024
Revenue
$422K
FY2024▲ +48%
Tap a bar for its year
Revenue by fiscal year
FY2021$221K
FY2022$243K
FY2023$286K
FY2024$422K
Expenses
$327K
FY2024▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2021$136K
FY2022$255K
FY2023$289K
FY2024$327K
Net assets
$250K
FY2024▲ +61%
Tap a bar for its year
Net assets by fiscal year
FY2021$170K
FY2022$158K
FY2023$155K
FY2024$250K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $245K Management & general 25% · $83K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
Jenna Farr
Executive Di
$0Pt VII · Sec A
Lilian Baik
Vice Preside
$0Pt VII · Sec A
Eric Farr
President
$0Pt VII · Sec A
Andrea Fitzpatrick
Secretary/Tr
$0Pt VII · Sec A
See Orange County Employees Benefit executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Connects professionals for career growth and advancing the employee benefits field.

Questions for Orange County Employees Benefit

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1 program · in their own filed words · FY2024
01

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.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$422K
Ln 12
Other incomeLn 4–11$290K
Fees for servicesLn 2g$122K
Investment incomeLn 3$6K
Money outPt IX
$327K
Ln 25
Programscol B$245K
Managementcol C$83K
Owns and owesPt X
$250K
net assets · Ln 32
Cash and savingsLn 1–2$260K
Total assetsLn 16$260K
LiabilitiesLn 26$10K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4K
Fees for servicesLn 2g$122K
Investment incomeLn 3$6K
Other incomeLn 4–11$290K
Total revenueLn 12$422K
Assets in detailPt X, end of year
CashLn 1$260K
Cash and savings togetherLn 1–2$260K
Total assetsLn 16$260K
LiabilitiesLn 26$10K
Net assetsLn 32$250K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$164K$260K
Total assetsLn 16$165K$260K
LiabilitiesLn 26$10K$10K
Net assetsLn 32$155K$250K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K$5K
Management feesLn 11a$62K$27K$34K
Advertising and promotionLn 12$45K$9K$36K
Office expensesLn 13$8K$8K$422
OccupancyLn 16$165K$161K$4K
Conferences, conventions and meetingsLn 19$2K$2K
Other expenses (24a–d)Ln 24$29K$25K$4K
All other expensesLn 24e$11K$8K$3K
Total functional expensesLn 25$327K$245K$83K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS May 20, 2025 $422K$327K$95K$250K 990 PDF
FY2023Filed with the IRS Jul 2, 2024 $286K$289K−$3K$155K 990 PDF
FY2022Filed with the IRS Apr 15, 2023 $243K$255K−$12K$158K 990 PDF
FY2021Filed with the IRS Mar 13, 2022 $221K$136K$85K$170K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $422,431 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $21,201$4,109
I-9 Program service revenuePrior year $76,808$122,064
I-10 Investment incomePrior year $4,660$6,212
I-11 Other revenuePrior year $183,250$290,046
I-12 Total revenuePrior year $285,919$422,431
I-13 Grants and similar amounts paidPrior year $7,500$5,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $281,276$322,289
I-18 Total expensesPrior year $288,776$327,289
I-19 Revenue less expensesPrior year −$2,857$95,142
Part VI · Governance 0 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members0
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $422,431 across 7 lines filed
Lines not itemized here account for $58,212 of total revenue; see the IRS return.
VIII-1a Federated campaigns$40
VIII-1b Membership dues$4,069
VIII-1h Total contributions, gifts and grants$4,109
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $122,064$122,064
VIII-3 Investment incomeRelated to mission $6,212$6,212
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $231,834$231,834
VIII-12 Total revenueRelated to mission $418,322$422,431
Part IX · Statement of functional expenses $327,289 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $5,000$5,000
IX-11a Management feesPrograms $27,086 · Management $34,418$61,504
IX-12 Advertising and promotionPrograms $9,173 · Management $36,281$45,454
IX-13 Office expensesPrograms $7,773 · Management $422$8,195
IX-16 OccupancyPrograms $160,890 · Management $3,998$164,888
IX-19 Conferences, conventions and meetingsPrograms $2,224$2,224
IX-24 Other expenses (24a–d)Programs $24,971 · Management $4,343$29,314
IX-24e All other expensesPrograms $7,633 · Management $3,077$10,710
IX-25 Total functional expensesPrograms $244,750 · Management $82,539 · Fundraising $0$327,289
Part X · Balance sheet $259,762 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $164,312$259,762
X-16 Total assetsStart of year $164,767$259,762
X-25 Other liabilitiesStart of year $9,727$9,580
X-26 Total liabilitiesStart of year $9,727$9,580
X-32 Total net assets or fund balancesStart of year $155,040$250,182
X-33 Total liabilities and net assetsStart of year $164,767$259,762
Part XI · Reconciliation of net assets $250,182 net assets at year end
XI-1 Total revenue$422,431
XI-2 Total expenses$327,289
XI-3 Revenue less expenses$95,142
XI-4 Net assets at start of year$155,040
XI-10 Net assets at end of year$250,182

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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