San Diego City Employees Retiree Medical Trust

Spokane, Washington

B+Health Score
65B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org19.48×
Peer Median10.70×
💰
$21.3M
Total Revenue
📊
$12.3M
Total Expenses
🏦
$240.4M
Net Assets
📋
$22K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-32.3%
Year-over-year change (2022 → 2023)
Net Margin
+42.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
19.48
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$21,277,11632%$12,343,06914%$240,422,7873%
2022$31,450,53813%$10,836,29820%$249,053,7043%
2021$27,810,8603%$9,051,2329%$241,533,87534%
2020$28,749,30512%$8,329,59454%$179,993,0935%
2019$25,715,7304%$5,424,17633%$171,047,26014%
2018$24,806,7752%$4,063,51933%$150,084,29720%
2017$25,364,5602%$3,058,93447%$125,139,51425%
2016$24,758,75321%$2,076,41547%$100,061,34826%
2015$20,426,50210%$1,415,27480%$79,103,74534%
2014$18,606,66054%$784,444124%$59,241,15846%
2013$40,267,868$350,957$40,636,165

Frequently Asked Questions

What does San Diego City Employees Retiree Medical Trust do?

San Diego City Employees Retiree Medical Trust is a mutual & membership benefit nonprofit organization based in Washington. It is classified under NTEE code Y20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is San Diego City Employees Retiree Medical Trust financially healthy?

Based on our 9-metric Financial Health Score model, San Diego City Employees Retiree Medical Trust has a score of 65/100 (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 Diego City Employees Retiree Medical Trust generate?

San Diego City Employees Retiree Medical Trust reports $63.3M in annual revenue and holds $288.8M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Mutual & Membership Benefit category, or browse all nonprofits in Washington.