Y โ€” Mutual & Membership BenefitEIN: 336305813ยท Ruling Year: 2002

San Bernardino County Retirement Medical Tr

Sn Bernrdno, California

BHealth Score
61B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

๐Ÿ’ฐ
$26.7M
Total Revenue
๐Ÿ“Š
$11.6M
Total Expenses
๐Ÿฆ
$232.5M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+2.9%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+56.7%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$26,690,605โ†‘3%$11,557,741โ†“1%$232,479,618โ†‘17%
2022$25,942,633โ†“31%$11,689,592โ†‘12%$198,867,295โ†“2%
2021$37,511,346โ†‘6%$10,438,627โ†‘23%$202,014,753โ†‘15%
2020$35,465,613โ†‘16%$8,511,812โ†‘9%$174,942,033โ†‘18%
2019$30,514,960โ†‘114%$7,800,698โ†‘16%$147,988,230โ†‘18%
2018$14,274,829โ†“15%$6,733,568โ†‘6%$125,228,696โ†‘6%
2017$16,880,139โ†‘13%$6,368,694โ†‘15%$117,687,435โ†‘17%
2016$14,965,341โ†‘4%$5,550,846$100,553,427โ†‘14%
2015$14,363,943โ†‘2%$5,557,980โ†‘18%$88,498,408โ†‘11%
2014$14,065,940โ†‘6%$4,724,642โ†‘7%$80,052,107โ†‘16%
2013$13,312,822โ†“10%$4,431,727โ†‘22%$69,208,116โ†‘21%
2012$14,725,475โ†‘18%$3,644,170โ†‘9%$57,022,015โ†‘24%
2011$12,442,360$3,333,704$45,940,710

Frequently Asked Questions

What does San Bernardino County Retirement Medical Tr do?โ–ผ

San Bernardino County Retirement Medical Tr is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is San Bernardino County Retirement Medical Tr financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, San Bernardino County Retirement Medical Tr has a score of 61/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does San Bernardino County Retirement Medical Tr generate?โ–ผ

San Bernardino County Retirement Medical Tr reports $39.1M in annual revenue and holds $267.5M in total assets, based on IRS filings.

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San Bernardino County Retirement Medical Tr โ€” Sn Bernrdno, CA | GiveScope