Nonprofit · EIN 77-6176476
OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN
Tax-exempt · OXNARD, CA 93030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,203,861 | $6,248,644 | $2,955,217 | $94,182,477 | $50,337 | $94,132,140 |
| June 30, 2024 | 990 | $3,348,448 | $2,388,632 | $959,816 | $89,980,649 | $35,472 | $89,945,177 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $9,203,861
- Net gain from sales of assets
- $4,981,451
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,037,792
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,655
- Accounting fees
- $9,200
Balance sheet and other
- Total assets, start of year
- $89,980,649
- Total assets, end of year
- $94,182,477
- Total liabilities, end of year
- $50,337
- Net assets, end of year
- $94,132,140
- Publicly traded securities
- $84,779,257
- Net assets without donor restrictions
- $94,132,140
- Gross receipts
- $30,237,124
- Employees
- 0
- Year formed
- 1999
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ted Lawrence | Trustee Trustee or director | 0.75 | $0 |
| Ed Ransom | Trustee Trustee or director | 0.75 | $0 |
| Julie Cole | Vice-Chair Trustee or director | 1.5 | $0 |
| LaVada White | Trustee Trustee or director | 0.75 | $0 |
| Maricruz Hernandez | Trustee Trustee or director | 0.75 | $0 |
| Thomas McCoy | Chairman Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ted Lawrence | Trustee Trustee or director | 0.75 | $0 |
| Ed Ransom | Trustee Trustee or director | 0.75 | $0 |
| Julie Cole | Vice-Chair Trustee or director | 1.5 | $0 |
| LaVada White | Trustee Trustee or director | 0.75 | $0 |
| Maricruz Hernandez | Trustee Trustee or director | 0.75 | $0 |
| Thomas McCoy | Chairman Trustee or director | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1800 SOLAR DR, OXNARD, CA 93030-2655
- In care of
- % OXNARD UNION HIGH SCHOOL DISTRICT
- Signed the 990
- Thomas McCoy, Chairperson
- Phone
- (805) 385-2500
- Website
- ouhsdrhbt.org
- Return prepared by
- Vance Thrift & Biller LLP CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6176476 or by the name OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE RETIREE HEALTH BENEFITS FOR EVERY ELIGIBLE RETIREE OF THE OXNARD HIGH SCHOOL DISTRICT
Program accomplishments
- THE TRUST IS ACCUMULATING ASSETS TO PROVIDE FUTURE BENEFITS TO PARTICIPANTS UNDER THE PLAN.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-6176476
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y440)
- Assets (IRS master file)
- $94,182,477
- Income (IRS master file)
- $30,237,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,203,861 | $6,248,644 | $94,182,477 | XML |
| 990 | June 2024 | $3,348,448 | $2,388,632 | $89,980,649 | XML |
| 990 | June 2023 | $2,452,676 | $234,319 | $82,007,452 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-6176476).
Questions about OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN
- What is the EIN of OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN?
- The employer identification number (EIN) of OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN is 77-6176476.
- Is OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
- Are donations to OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does OXNARD SCHOOL DISTRICT RETIREE HEALTH BENIFIT PLAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,203,861, expenses of $6,248,644 and total assets of $94,182,477 at year end.
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- GENE HAAS FOUNDATION EIN 95-4724825 · last filed 990-PF for 2024
- WELLNESSWORX INC EIN 83-2689231 · last filed 990 for 2024
- CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY INC EIN 95-3543275 · last filed 990 for 2025
- ANGELA DULDULAO MCPHERSON FOUNDATION EIN 92-3648739 · last filed 990-PF for 2025
- GOODWILL INDUSTRIES OF SANTA BARBARA AND VENTURA COUNTIES EIN 77-0448301 · last filed 990 for 2024
- FOODSHARE INC EIN 77-0018162 · last filed 990 for 2025
All nonprofits in OXNARD · California · Mutual and membership benefit