YMutual & Membership BenefitEIN: 330660405· Ruling Year: 2002

Orange County Employees Association Benefit Plans

Santa Ana, California

B+Health Score
70B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.62×
Peer Median10.70×
💰
$17.8M
Total Revenue
📊
$16.6M
Total Expenses
🏦
$43.4M
Net Assets
📋
$77K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-1.3%
Year-over-year change (2021 → 2022)
Net Margin
+6.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.62
Net assets divided by total expenses
Liabilities-to-Assets
0.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2022$17,787,1501%$16,557,167$43,441,291
2021$18,015,8587%$16,495,3514%$43,592,5429%
2020$16,875,9864%$15,789,0432%$40,095,23810%
2019$17,594,7837%$16,051,5531%$36,423,00210%
2018$16,497,12010%$15,823,8371%$33,175,285
2017$18,291,0658%$16,040,6451%$33,306,63812%
2016$17,001,2663%$16,173,2651%$29,755,7936%
2015$17,449,9974%$16,040,3976%$28,024,7754%
2014$16,815,6655%$15,130,5632%$27,006,4228%
2013$17,699,8465%$15,472,0001%$24,930,07212%
2012$16,844,526$15,294,6282%$22,246,0089%
2011$16,891,4994%$15,634,8503%$20,410,0717%
2010$16,303,162$15,232,248$19,112,325

Frequently Asked Questions

What does Orange County Employees Association Benefit Plans do?

Orange County Employees Association Benefit Plans is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Orange County Employees Association Benefit Plans financially healthy?

Based on our 9-metric Financial Health Score model, Orange County Employees Association Benefit Plans has a score of 70/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Orange County Employees Association Benefit Plans generate?

Orange County Employees Association Benefit Plans reports $19.1M in annual revenue and holds $51.7M in total assets, based on IRS filings.

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