Nonprofit · EIN 46-4728761
SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR
Tax-exempt · SAN DIEGO, CA 92108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,930,764 | $1,252,266 | $2,678,498 | $33,897,016 | $151,188 | $33,745,828 |
| December 31, 2023 | 990 | $3,523,017 | $977,554 | $2,545,463 | $28,909,264 | $120,253 | $28,789,011 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,930,345
- Investment income
- $1,000,419
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $786,403
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $24,000
- Accounting fees
- $14,525
Balance sheet and other
- Total assets, start of year
- $28,909,264
- Total assets, end of year
- $33,897,016
- Total liabilities, end of year
- $151,188
- Net assets, end of year
- $33,745,828
- Publicly traded securities
- $33,753,780
- Gross receipts
- $3,930,764
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2014
- 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 |
|---|---|---|---|
| VERONICA LIMON | TRUSTEE Trustee or director, Officer | 2 | $0 |
| BRIAN BARNUM | TRUSTEE Trustee or director | 2 | $0 |
| TIMOTHY RICHARDS | CHAIR Trustee or director | 2 | $0 |
| MIKE O'DEANE | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT STALLMAN | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSE GUTIERREZ | CHAIR Trustee or director, Officer | 2 | $0 |
| MATTHEW LEIGHTON | TRUSTEE Trustee or director | 2 | $0 |
| TIMOTHY RICHARDS | TRUSTEE Trustee or director | 2 | $0 |
| MIKE O'DEANE | TRUSTEE Trustee or director | 2 | $0 |
| SCOOT STALLMAN | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1843 HOTEL CIR S STE 300, SAN DIEGO, CA 92108-3322
- In care of
- % HEALTHINVEST HRA
- Principal officer (990 for 2024)
- HealthInvest HRA, PO Box 4390, Clinton, IA 52733
- Signed the 990
- TIMOTHY RICHARDS, CHAIR
- Phone
- (844) 342-5505
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-4728761 or by the name SAN DIEGO COUNTY PUBLIC SAFETY RETIREE 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
THE PRIMARY PURPOSE OF THE TRUST IS TO PAY A PORTION OR ALL OF THE COST ASSOCIATED WITH HEALTH INSURANCE PREMIUMS OR MEDICAL EXPENSES INCURRED BY APPROXIMATELY 5,800 RETIREES, THEIR DEPENDENTS AND OR THEIR BENEFICIARIES.
Program accomplishments
- REIMBURSEMENT OF RETIREES HEALTH INSURANCE PREMIUMS OR MEDICAL EXPENSES.Expenses $786,403
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
- 46-4728761
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $33,897,016
- Income (IRS master file)
- $3,930,764
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,930,764 | $1,252,266 | $33,897,016 | XML |
| 990 | December 2023 | $3,523,017 | $977,554 | $28,909,264 | XML |
| 990 | December 2022 | $3,330,933 | $771,996 | $23,507,252 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 46-4728761).
Questions about SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR
- What is the EIN of SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR?
- The employer identification number (EIN) of SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR is 46-4728761.
- Is SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN DIEGO COUNTY PUBLIC SAFETY RETIREE 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 DIEGO COUNTY PUBLIC SAFETY RETIREE 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 DIEGO COUNTY PUBLIC SAFETY RETIREE 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 DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR?
- The 990 for the year ended December 31, 2024 names HealthInvest HRA.
- Who are the officers and directors of SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,930,764, expenses of $1,252,266 and total assets of $33,897,016 at year end.
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