Nonprofit · EIN 33-6305813
SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR
Also known as HOOVER CRYSTAL TTEE
Tax-exempt · SN BERNRDNO, CA 92415
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $39,134,409 | $9,580,025 | $29,554,384 | $267,481,590 | $0 | $267,481,590 |
| December 31, 2023 | 990 | $26,690,605 | $11,557,741 | $15,132,864 | $232,479,618 | $0 | $232,479,618 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $27,099,228
- Investment income
- $12,035,181
- Net gain from sales of assets
- $5,492,502
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,285,714
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $9,285,714
- Management and general (functional)
- $294,311
Balance sheet and other
- Total assets, start of year
- $232,479,618
- Total assets, end of year
- $267,481,590
- Total liabilities, end of year
- $0
- Net assets, end of year
- $267,481,590
- Publicly traded securities
- $267,481,590
- Gross receipts
- $48,080,002
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andy Hartzell | Trustee Trustee or director | 5 | $0 |
| Deborah Cherney | Trustee Trustee or director | 5 | $0 |
| Debra Plamondon | Trustee Trustee or director | 5 | $0 |
| Diane Rundles | Trustee Trustee or director | 5 | $0 |
| Ensen Mason | Trustee Trustee or director | 5 | $0 |
| Luther Snoke | Trustee Trustee or director | 5 | $0 |
| Matthew Erickson | Trustee Trustee or director | 5 | $0 |
| Norm Kanold | Trustee Trustee or director | 5 | $0 |
| Sheri Orellana | Trustee Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LUTHER SNOKE | TRUSTEE Trustee or director | 5 | $0 | $378,209 | $138,357 |
| DIANE RUNDLES | TRUSTEE Trustee or director | 5 | $0 | $312,641 | $151,646 |
| ENSEN MASON | TRUSTEE Trustee or director | 5 | $0 | $331,774 | $124,325 |
| MATTHEW ERICKSON | TRUSTEE Trustee or director | 5 | $0 | $298,997 | $144,804 |
| ANDY HARTZELL | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DEBORAH CHERNEY | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DEBRA PLAMONDON | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| NORM KANOLD | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| SHERI ORELLANA | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 175 W 5TH ST, SN BERNRDNO, CA 92415-0440
- In care of
- % VOYA INSTITUTIONAL TRUST CO
- Principal officer (990 for 2024)
- Alexander Meier, 175 West 5th Street, San Bernardino, CA 924150440
- Signed the 990
- Charlene Hernandez, Benefits Manager
- Phone
- (909) 387-9676
California records
California keeps its own records of charities and corporations. Search them by EIN 33-6305813 or by the name SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR.
- 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 FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 18,023 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $9,176,837Expenses $9,176,837
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-6305813
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $267,481,590
- Income (IRS master file)
- $48,080,002
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $39,134,409 | $9,580,025 | $267,481,590 | XML |
| 990 | December 2023 | $26,690,605 | $11,557,741 | $232,479,618 | XML |
| 990 | December 2022 | $25,942,633 | $11,689,592 | $198,867,295 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 33-6305813).
Questions about SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR
- What is the EIN of SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR?
- The employer identification number (EIN) of SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR is 33-6305813.
- Is SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR 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 SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR?
- The 990 for the year ended December 31, 2024 names Alexander Meier.
- Who are the officers and directors of SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does SAN BERNARDINO COUNTY RETIREMENT MEDICAL TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $39,134,409, expenses of $9,580,025 and total assets of $267,481,590 at year end.
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All nonprofits in SN BERNRDNO · California · Mutual and membership benefit