ORANGE COUNTY EMPLOYEE BENEFIT COU… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

JENNA FARR

Phone

9495472956

Tax Period

2023-01-01 to 2023-12-31

ORANGE COUNTY EMPLOYEE BENEFIT COUNCIL, founded in 1984, is a small nonprofit that reported $286K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

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.

Program Service Accomplishments

Program 1

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...

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $21,201

Program Service Revenue $76,808

Investment Income $4,660

Other Revenue $183,250

TOTAL REVENUE $285,919

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $245,218

Other Expenses $281,276

TOTAL EXPENSES $288,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,919	$242,568	+0.2%
Expenses	$288,776	$255,011	+0.1%
Net Income	$-2,857	$-12,443	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNA FARR	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
LILIAN BAIK	VICE PRESIDE	N/A	Officer	$0	$0	$0
ERIC FARR	PRESIDENT	N/A	Officer	$0	$0	$0
ANDREA FITZPATRICK	SECRETARY/TR	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$285,919	$288,776	$164,767	$-2,857
2022	$242,568	$255,011	$167,343	$-12,443
2021	$221,244	$136,191	$180,078	$85,053

ORANGE COUNTY EMPLOYEE BENEFIT COUNCIL