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Office Employees Insurance Trust Funds Of California

  • Dublin, CA
  • Tax-exempt since July 1955
  • EIN: 94-6102898

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$6.06M (2023)

Expenses
$6.25M (2023)

Total Assets
$2.54M (2023)

Total Liabilities
$3.91k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,055,591
Expenses
$6,248,003
Net Income
-$192,412
Net Assets
$2,538,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,017,972
99.4%
Investment Income $37,455
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $164
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,542,404
Total Liabilities $3,914
Net Assets $2,538,490
Compensation
Key Employees and Officers Compensation Related Other
John Hadzess (Trustee) $0 $0 $0
Charlie Warren (Trustee) $0 $0 $0
Gene Price (Co Chair) $0 $0 $0
Jane Bosio (Trustee) $0 $83,120 $30,291
Loretta Ramirez (Trustee) $0 $0 $0
Rosemarie Boothe Bey (Trustee) $0 $0 $0
Natalie Naylor (Chair) $0 $94,931 $30,291
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Document Links

990
Filed on Sept. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,460,138
Expenses
$6,887,828
Net Income
$572,310
Net Assets
$2,749,931
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,435,818
99.7%
Investment Income $24,320
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,756,542
Total Liabilities $6,611
Net Assets $2,749,931
Compensation
Key Employees and Officers Compensation Related Other
John Hadzess (Trustee) $0 $0 $0
Charlie Warren (Trustee) $0 $0 $0
Gene Price (Co Chair) $0 $0 $0
Jane Bosio (Trustee) $0 $80,895 $33,827
Loretta Ramirez (Trustee) $0 $0 $0
Rosemarie Boothe Bey (Trustee) $0 $0 $0
Natalie Naylor (Chair) $0 $92,679 $33,827
+ View more people

Document Links

990
Filed on Sept. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,323,621
Expenses
$7,472,252
Net Income
-$148,631
Net Assets
$2,365,600
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,295,677
99.6%
Investment Income $20,199
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,745
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,395,508
Total Liabilities $29,908
Net Assets $2,365,600
Compensation
Key Employees and Officers Compensation Related Other
Michael Hardeman (Co Chair) $0 $0 $0
John Hadzess (Trustee) $0 $0 $0
Charlie Warren (Trustee) $0 $0 $0
Gene Price (Trustee) $0 $0 $0
Jane Bosio (Trustee) $0 $0 $0
Loretta Ramirez (Trustee) $0 $0 $0
Rosemarie Boothe Bey (Trustee) $0 $0 $0
Natalie Naylor (Co Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,914,944
Expenses
$8,067,693
Net Income
-$152,749
Net Assets
$2,440,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,878,242
99.5%
Investment Income $35,815
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $887
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,466,367
Total Liabilities $25,371
Net Assets $2,440,996
Compensation
Key Employees and Officers Compensation Related Other
Michael Hardeman (Trustee) $0 $0 $0
John Hadzess (Trustee) $0 $0 $0
Charlie Warren (Trustee) $0 $0 $0
Gene Price (Trustee) $0 $0 $0
Jane Bosio (Trustee) $0 $0 $0
Loretta Ramirez (Trustee) $0 $0 $0
Rosemarie Boothe Bey (Trustee) $0 $0 $0
Natalie Naylor (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,151,751
Expenses
$8,243,939
Net Income
-$92,188
Net Assets
$2,573,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,129,683
99.7%
Investment Income $19,464
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,604
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,603,862
Total Liabilities $30,490
Net Assets $2,573,372
Compensation
Key Employees and Officers Compensation Related Other
Michael Hardeman (Trustee) $0 $0 $0
John Hadzess (Trustee) $0 $0 $0
Charlie Warren (Trustee) $0 $0 $0
Gene Price (Trustee) $0 $0 $0
Jane Bosio (Trustee) $0 $0 $0
Loretta Ramirez (Trustee) $0 $0 $0
Rosemarie Boothe Bey (Trustee) $0 $0 $0
Natalie Naylor (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,766,352
Expenses
$7,634,896
Net Income
$131,456
Net Assets
$1,648,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,679,632
98.9%
Investment Income $25,783
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $60,937
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,616,301
Total Liabilities $967,415
Net Assets $1,648,886
Compensation
Key Employees and Officers Compensation Related Other
Michael Hardeman (Trustee) $0 $0 $0
John Hadzess (Trustee) $0 $0 $0
Charlie Warren (Trustee) $0 $0 $0
Gene Price (Trustee) $0 $0 $0
Jane Bosio (Trustee) $0 $0 $0
Loretta Ramirez (Trustee) $0 $0 $0
Rosemarie Boothe Bey (Trustee) $0 $0 $0
Natalie Naylor (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 17, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,683,428
Expenses
$8,194,305
Net Income
-$510,877
Net Assets
$1,529,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,660,146
99.7%
Investment Income $23,282
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,513,371
Total Liabilities $984,057
Net Assets $1,529,314
Compensation
Key Employees and Officers Compensation Related Other
Michael Hardeman (Trustee) $0 $0 $0
John Hadzess (Trustee) $0 $0 $0
Charlie Warren (Trustee) $0 $0 $0
Gene Price (Trustee) $0 $0 $0
Jane Bosio (Trustee) $0 $0 $0
Loretta Ramirez (Trustee) $0 $0 $0
Rosemarie Boothe Bay (Trustee) $0 $0 $0
Natalie Naylor (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,548,369
Expenses
$9,583,504
Net Income
-$35,135
Net Assets
$1,982,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,515,815
99.7%
Investment Income $32,554
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,060,626
Total Liabilities $1,078,240
Net Assets $1,982,386

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,236,297
Expenses
$9,403,174
Net Income
-$166,877
Net Assets
$1,994,599
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,194,075
99.5%
Investment Income $42,222
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,198,355
Total Liabilities $1,203,756
Net Assets $1,994,599
Compensation
Key Employees and Officers Compensation Related Other
Michael Hardeman (Trustee) $0 $0 $0
John Hadzess (Trustee) $0 $0 $0
Charlie Warren (Trustee) $0 $0 $0
Gene Price (Trustee) $0 $0 $0
Renee Huergas (Trustee) $0 $0 $0
Loretta Ramirez (Trustee) $0 $0 $0
Conny Ford (Trustee) $0 $0 $0
Natalie Naylor (Trustee) $0 $0 $0
Rosemarie Booth Bey (Trustee) $0 $0 $0
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Document Links

990
Filed on Sept. 9, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,019,647
Expenses
$9,397,264
Net Income
-$377,617
Net Assets
$2,182,493
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,961,789
99.4%
Investment Income $57,858
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,028,581
96.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,316,791
Total Liabilities $1,134,298
Net Assets $2,182,493

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,968,961
Expenses
$10,720,045
Net Income
-$751,084
Net Assets
$2,465,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,820,382
98.5%
Investment Income $82,017
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,562
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,848,622
Total Liabilities $1,382,992
Net Assets $2,465,630

Document Links

990
Filed on Oct. 27, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,280,608
Expenses
$10,629,219
Net Income
-$348,611
Net Assets
$3,230,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,121,934
98.5%
Investment Income $132,346
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,323
0.3%
Net Inventory Sales $0
Other Revenue $5
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,682,626
Total Liabilities $1,452,210
Net Assets $3,230,416

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,978,663
Expenses
$9,750,349
Net Income
$228,314
Net Assets
$3,452,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,862,675
98.8%
Investment Income $98,210
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,097
0.2%
Net Inventory Sales $0
Other Revenue $2,681
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,857,466
Total Liabilities $1,404,469
Net Assets $3,452,997

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated