ORANGE COUNTY EMPLOYEES ASSOCIATION HEALTH AND WELFARE TRUST

EIN: 330660405 Mutual Benefit

SANTA ANA, CA

Total Revenue
$17,770,245
Total Expenses
$17,143,284
Total Assets
$48,089,007
Net Assets
$47,467,360
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
CA
Principal Officer
MARIA CORONA
Phone
7148353355
Tax Period
2023-01-01 to 2023-12-31

ORANGE COUNTY EMPLOYEES ASSOCIATION HEALTH AND WELFARE TRUST, founded in 1998, is a mid-sized nonprofit in the Mutual Benefit sector that reported $17.8M in total revenue in fiscal year 2023. Expenses of $17.1M left a modest 4% surplus.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE AGREEMENT WITH THE ORANGE COUNTY EMPLOYEES ASSOCIATION.

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Trantor Score

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

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $16,525,547
Investment Income $1,114,996
Other Revenue $129,702
TOTAL REVENUE $17,770,245

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $2,632,707
TOTAL EXPENSES $17,143,284

Year-over-Year Comparison

2023 2022 Change
Revenue $17,770,245 $17,787,150 0.0%
Expenses $17,143,284 $16,557,167 +0.0%
Net Income $626,961 $1,229,983 -0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
7
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
2
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Elizabeth Cooper-Butler Chair 5.0
Officer Director
$0 $0 $0
Maria Corona Secretary, Board Liaison 5.0
Officer Director
$0 $0 $0
Iriss Barriga Trustee 5.0
Director
$0 $0 $0
Jose Gomez Trustee 5.0
Director
$0 $0 $0
Lani Nguyen Trustee 5.0
Director
$0 $0 $0
Angelo Lugo Trustee 5.0
Director
$0 $0 $0
Esperanza Martinez Trustee 5.0
Director
$0 $0 $0
SEE SCHEDULE O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0
Director
$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 $17,770,245 $17,143,284 $48,089,007 $626,961
2022 $17,787,150 $16,557,167 $43,441,291 $1,229,983
2021 $18,015,858 $16,495,351 $43,592,542 $1,520,507
2021 $17,289,153 $13,117,686 $45,817,870 $4,171,467
2020 $16,875,986 $15,789,043 $40,095,238 $1,086,943
2019 $17,594,783 $16,051,553 $36,423,002 $1,543,230
2018 $16,497,120 $15,823,837 $33,175,285 $673,283
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