Aocds Medical Benefits Trust
501(c)(9)
100% goes to programs Strong reserves Growing revenue
Aocds Medical Benefits Trust is a 501(c)(9) organization based in Santa Ana, California, registered in 1992, with $92,469,010 in FY2023 revenue. CharityIndex grades it A+, and it directs about 100% of spending to programs.
1600 N Main St, Santa Ana, CA, 92701 EIN 33-6097080 Since 1992
Revenue (FY2023)
$92.5M
▲ 8.9% vs prior year
Expenses (FY2023)
$84.4M
Net assets
$77.4M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A+
A+Program efficiency40% of the rating100% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Aocds Medical Benefits Trust: 100% to programs earns a A+ on this criterion. See the exact thresholds →
AFinancial health25% of the rating11 mo reserves · +9% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Aocds Medical Benefits Trust: 11 mo reserves · +9% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Aocds Medical Benefits Trust: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Aocds Medical Benefits Trust: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
It is the purpose of this trust to use and invest the contributions received for the exclusive purpose of providing benefits to participants and their beneficiaries and defraying reasonable expenses of administration.
Contact & location
- Address
- 1600 N Main St, Santa Ana, CA, 92701
- City
- Santa Ana
- State
- California
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $41.4M (FY2013) to $92.5M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $13.7MNet assets $77.4M
Operating margin
8.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$91.2M
Total liabilities
$13.7M
Net assets
$77.4M
Salaries & benefits
$0
0% of expenses
Board members
7
7 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $92,469,010▲8.9% | $84,425,001▲17.2% | $77,428,864▲13.2% | $91,163,432▲22.4% | 990 |
| 2022 | $84,906,897▲8.6% | $72,064,680▲2.0% | $68,385,434▲29.3% | $74,481,844▲20.6% | 990 |
| 2021 | $78,207,528▲4.0% | $70,661,333▼5.9% | $52,896,182▲24.7% | $61,735,833▲26.0% | 990 |
| 2020 | $75,173,933▲10.6% | $75,078,198▲25.0% | $42,424,292▲15.6% | $48,989,840▲10.3% | 990 |
| 2019 | $67,946,374▲16.4% | $60,062,046▲15.9% | $36,708,216▲29.0% | $44,415,254▲31.5% | 990 |
| 2018 | $58,370,465▲8.4% | $51,801,734▲4.5% | $28,456,792▲31.1% | $33,766,468▲25.8% | 990 |
| 2017 | $53,847,942▲7.6% | $49,582,188▲6.5% | $21,704,470▲23.8% | $26,839,292▲21.0% | 990 |
| 2016 | $50,022,516▲16.8% | $46,551,050▲4.7% | $17,534,709▲39.3% | $22,190,172▲76.3% | 990 |
| 2015 | $42,843,546▲6.1% | $44,441,764▲4.5% | $12,583,225▼11.3% | $12,583,225▼11.3% | 990 |
| 2014 | $40,395,249▼2.4% | $42,526,194▲3.9% | $14,181,443▼13.1% | $14,181,443▼13.1% | 990 |
| 2013 | $41,375,227 | $40,913,020▲11.5% | $16,312,388▲2.9% | $16,312,388▲2.9% | 990 |
| 2012 | — | $36,703,573 | $15,850,181 | $15,850,181 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Dan Bohling | Sergeant At Arms | 2 | — |
| Evan Sanchez | 3rd Vice President | 2 | — |
| Francisco Ochoa | Treasurer | 2 | — |
| Jeremy Johnson | Secretary | 2 | — |
| Juan Viramontes | President | 5 | — |
| Richard Oates | 1st Vice President | 2 | — |
| Rodney Cash | 2nd Vice President | 2 | — |
Top vendors & contractors (FY2019)
| Contractor | Services | Paid |
|---|---|---|
| Association of Orange County Deputy Sher | Administrative Fees | $401,111 |
| The Counseling Team International | Counseling Services | $146,100 |
Frequently asked questions
- Is Aocds Medical Benefits Trust a legitimate nonprofit?
- Yes. Aocds Medical Benefits Trust is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 33-6097080, based in Santa Ana, California.
- What is Aocds Medical Benefits Trust's EIN?
- Aocds Medical Benefits Trust's Employer Identification Number (EIN) is 33-6097080.
- How much revenue does Aocds Medical Benefits Trust report?
- Aocds Medical Benefits Trust reported $92,469,010 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Aocds Medical Benefits Trust's spending goes to programs?
- Aocds Medical Benefits Trust spends about 100% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Aocds Medical Benefits Trust have?
- CharityIndex grades Aocds Medical Benefits Trust A+, based on program efficiency and fundraising cost.
- How much does Aocds Medical Benefits Trust's highest-paid employee make?
- The highest reported compensation on Aocds Medical Benefits Trust's latest Form 990 is $0, paid to Dan Bohling (Sergeant At Arms).
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Data for Aocds Medical Benefits Trust (EIN 33-6097080) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.