2025-02-11T13:28:21-05:00 2024-03-31 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 990 2023-04-01 951685796 Orange County Employees Association % JENNIFER BETANCOURT ORAN 7148353355 830 N Ross St Santa Ana CA 92701 JUDY BOWLING PRESIDENT 7148353355 2025-02-06 true true Liel Shemtov P02007634 8187692010 2023 2025-03-06 01:10:19Z JUDY BOWLING PRESIDENT 830 N ROSS ST SANTA ANA CA 92701 6159903 false X N/A X Labor Union 1937 CA TO ADVANCE THE WELFARE OF THE EMPLOYEES OF THE COUNTY OF ORANGE AND ANY MUNICIPALITY, DISTRICT, AGENCY OR POLITICAL SUBDIVISION WITHIN THE COUNTY. 19 19 33 0 1416 0 0 0 4193077 4206412 194180 221405 1503711 1690013 5890968 6117830 0 0 0 0 4762265 5172624 0 0 0 2191991 1988158 6954256 7160782 -1063288 -1042952 14211748 15282620 13059799 12907969 1151949 2374651 TO ADVANCE THE WELFARE OF THE EMPLOYEES OF THE COUNTY OF ORANGE AND ANY MUNICIPALITY, DISTRICT, AGENCY OR POLITICAL SUBDIVISION WITHIN THE COUNTY. false false TO ADVANCE THE WELFARE OF THE EMPLOYEES OF THE COUNTY OF ORANGE AND ANY MUNICIPALITY, DISTRICT, AGENCY OR POLITICAL SUBDIVISION WITHIN THE COUNTY. false false false false false false false false false true false false true true true true true false false false false false false false false false false false true false false false false false false false false false false false true false false true 11 0 true 33 true true true false false false false false false false X 19 19 false false false false true true true true true false true true true true true true false true true true false X JENNIFER BETANCOURT 7148353355 830 N ROSS ST SANTA ANA CA 92701 CHARLES BARFIELD GENERAL MANAGER 45.0 0.0 X 262486 0 70551 TIA GRASSO ASSOCIATE GENERAL COUNSEL 45.0 0.0 X 210343 0 12950 TIMOTHY STEED ASSISTANT GENERAL MANAGER 45.0 0.0 X 152373 0 26301 MITCHELL ENRIGHT DIRECTOR OF IT 45.0 0.0 X 143804 0 34316 KEVIN RUSH COMMUNICATIONS MANAGER 45.0 0.0 X 149755 0 19813 JENNIFER N BETANCOURT CONTROLLER 45.0 0.0 X 142400 0 20539 ERICK CASTELLANOS SECRETARY 3.0 0.0 X X 0 0 0 ADELE TAGALOA DIRECTOR 1.0 0.0 X 0 0 0 ANJALI ESSOE TREASURER 3.0 0.0 X X 0 0 0 MICHAEL MESTAS DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL GARCIA DIRECTOR 1.0 0.0 X 0 0 0 MARIA CORONA 1ST VICE PRESIDENT 3.0 0.0 X X 0 0 0 CHRIS PREVATT 2ND VICE PRESIDENT 3.0 0.0 X X 0 0 0 PATRICIA HERNANDEZ DIRECTOR 1.0 0.0 X 0 0 0 JUDY BOWLING PRESIDENT 3.0 0.0 X X 0 0 0 JULIO ROBLES DIRECTOR - PAST 1.0 0.0 X 0 0 0 ESPIE MARTINEZ DIRECTOR - PAST 1.0 0.0 X 0 0 0 JOHN SINCOCK DIRECTOR 1.0 0.0 X 0 0 0 ELIZABETH COOPER-BUTLER DIRECTOR 1.0 0.0 X 0 0 0 JOSE GOMEZ DIRECTOR 1.0 0.0 X 0 0 0 ANGELO LUGO INSURANCE OFFICER 3.0 0.0 X X 0 0 0 MARIA ACOSTA DIRECTOR - PAST 1.0 0.0 X 0 0 0 MARY HUNTER DIRECTOR 1.0 0.0 X 0 0 0 SAMANTHA SOTO SECRETARY - PAST 3.0 0.0 X X 0 0 0 IRISS BARRIGA DIRECTOR 1.0 0.0 X 0 0 0 JENNIFER MORGAN DIRECTOR 1.0 0.0 X 0 0 0 LETICIA GUERRERO DIRECTOR 1.0 0.0 X 0 0 0 LESLEY TREJO DIRECTOR 1.0 0.0 X 0 0 0 1061161 0 184470 14 false true false DONALD DROZD 16001 LEGACY RD 411 TUSTIN CA 92782 ATTORNEY FEES 224626 1 0 MEMBERSHIP DUES 900099 4081037 4081037 0 0 MEMBERSHIP CONTRIBUTIONS 900099 125375 125375 0 0 4206412 221405 0 0 221405 0 0 134623 42073 92550 0 92550 0 1416 91134 0 0 0 0 0 0 0 0 0 0 SPECIAL EVENT TICKETS 900099 206825 206825 0 0 ADMINISTRATIVE FEES 900099 1385185 1385185 0 0 MISCELLANEOUS 900099 1572 1572 0 0 3881 3881 0 0 1597463 6117830 5803875 1416 312539 0 0 0 0 333037 0 2675994 1518513 395758 249322 0 216556 24600 0 0 0 64768 127985 217287 0 0 137572 50108 0 57244 0 0 0 107927 NEWSPAPER EXPENSES 218769 LEGISLATIVE ACTIVITIES 253175 SPECIAL EVENT TICKETS 210615 VOICE OF ORANGE CO SUPPORT 75000 226552 7160782 799628 717552 270222 393988 0 0 148735 63361 0 0 0 0 0 0 0 0 134791 134148 2484424 1355587 1105359 1128837 4314843 4386762 0 0 0 0 0 0 7438170 8457972 14211748 15282620 771562 730222 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12288237 12177747 13059799 12907969 X 1151949 2374651 0 0 1151949 2374651 14211748 15282620 X -1042952 14820 2250834 X false true X true 843194 843194 1141863 1004350 137513 405563 301347 104216 93804 49890 43914 1128837 PENSION PLAN ASSETS 7933203 INVESTMENT IN VELECE 0 CORPORATION - EQUITY METHOD 524769 8457972 0 DEFINED BENEFIT PENSION PLAN 12177747 12177747 X 8425557 14820 42073 2250834 2307727 6117830 6117830 7202855 42073 42073 7160782 7160782 PART X, LINE 2: GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D: NET ADJUSTMENT FOR IMPLEMENTATION OF THE EMPLOYERS' ACCOUNTING FOR A DEFINED BENEFIT PENSION PLAN $2,250,834. X false false false CHARLES BARFIELD GENERAL MANAGER 262486 0 0 0 0 0 45799 0 24752 0 333037 0 JENNIFER N BETANCOURT CONTROLLER 142400 0 0 0 0 0 6842 0 13697 0 162939 0 TIMOTHY STEED ASSISTANT GENERAL MANAGER 152373 0 0 0 0 0 18440 0 7861 0 178674 0 TIA GRASSO ASSOCIATE GENERAL COUNSEL 210343 0 0 0 0 0 5094 0 7856 0 223293 0 MITCHELL ENRIGHT DIRECTOR OF IT 143804 0 0 0 0 0 18418 0 15898 0 178120 0 KEVIN RUSH COMMUNICATIONS MANAGER 149755 0 0 0 0 0 13399 0 6414 0 169568 0 PART VI, LINES 6-7: THE VOTING MEMBERS OF THE ASSOCIATION ARE REGULAR MEMBERS WHO PAY FULL DUES, THESE MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. PART VI, LINE 11B: THE FORM 990 IS MADE AVAILABLE TO THE ASSOCIATION'S OFFICERS AND DIRECTORS BEFORE FILING. PART VI, LINE 12C: OFFICERS ARE REQUIRED TO NOTIFY THE ASSOCIATION OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINES 15A AND 15B: THE GENERAL MANAGER AND OTHER KEY EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. INFORMATION REGARDING COMPENSATION TO OTHERS IN SIMILAR ORGANIZATIONS IS PROVIDED AS PART OF THE REVIEW. PART VI, LINE 19: ASSOCIATION'S BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE ASSOCIATION'S OFFICE AND ARE AVAILABLE UPON REQUEST. PART XI, LINE 9: NET ADJUSTMENT FOR IMPLEMENTATION OF THE EMPLOYERS' ACCOUNTING FOR A DEFINED BENEFIT PENSION PLAN $2,250,834. VELECE CORPORATION 830 N ROSS ST SANTA ANA CA 92701 952367943 INSURANCE CA NA C CORP 97039 563828 1.00000 true false false false false false true false false false false false false true true false false true false false VELECE CORPORATION F, N, 142244 ACCRUAL