OXNARD UNION HIGH SCHOOL DISTRICT RETIREE HEALTH BENEFITS PLAN (EIN 776176476) - Form 990 Financial Analysis & Trantor Score

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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

1999

Legal Domicile

Phone

8053852500

Tax Period

2024-07-01 to 2025-06-30

OXNARD UNION HIGH SCHOOL DISTRICT RETIREE HEALTH BENEFITS PLAN, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $9.2M in total revenue in fiscal year 2024. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 32% operating margin.

Mission

TO PROVIDE RETIREE HEALTH BENEFITS FOR EVERY ELIGIBLE RETIREE OF THE OXNARD HIGH SCHOOL DISTRICT

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $9,203,861

Other Revenue $0

TOTAL REVENUE $9,203,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $210,852

TOTAL EXPENSES $6,248,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,203,861	$3,348,448	+1.7%
Expenses	$6,248,644	$2,388,632	+1.6%
Net Income	$2,955,217	$959,816	+2.1%

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

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
Ted Lawrence	Trustee	0.75	Director	$0	$0	$0
Ed Ransom	Trustee	0.75	Director	$0	$0	$0
Julie Cole	Vice-Chair	1.50	Director	$0	$0	$0
LaVada White	Trustee	0.75	Director	$0	$0	$0
Maricruz Hernandez	Trustee	0.75	Director	$0	$0	$0
Thomas McCoy	Chairman	1.50	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
2025	$9,203,861	$6,248,644	$94,182,477	$2,955,217
2024	$3,348,448	$2,388,632	$89,980,649	$959,816
2023	$2,452,676	$234,319	$82,007,452	$2,218,357
2022	$4,879,144	$236,499	$74,335,623	$4,642,645
2021	$5,656,837	$240,782	$88,767,658	$5,416,055
2020	$1,201,657	$220,863	$68,128,808	$980,794
2019	$4,333,909	$175,411	$64,939,975	$4,158,498

OXNARD UNION HIGH SCHOOL DISTRICT RETIREE HEALTH BENEFITS PLAN