San Bernardino County Retirement Medical Trust

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 336305813 ✦ San bernardino, CA ✦ Designated as a 501(c)(9)

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Overview

What is San Bernardino County Retirement Medical Trust?

The San Bernardino County Retirement Medical Trust is a nonprofit organization, specifically designed to fund the reimbursement of medical expenses for its approximately 3,990 participants through a Health Reimbursement Arrangement. Based in San Bernardino, California, the Trust's primary mission lies in providing financial assistance for healthcare needs. With a substantial amount of $11,417,613 distributed for medical care in the previous record, this Trust plays a significant role in alleviating the financial burden of medical expenses for its members.

What are the reviews and ratings of this charity?

The San Bernardino County Retirement Medical Trust is not currently rated by Charity Navigator. This absence of a rating stems from its status as a non-501(c)(3) organization, meaning it does not fall within Charity Navigator's typical evaluation criteria, particularly their Accountability & Finance or Impact & Measurement methodologies. Thus, the lack of a rating should not be immediately interpreted as an indication of the organization's performance.

Despite the absence of a formal rating, data from IRS Forms 990 is available, affirming the organization's independent operational status. Charity Navigator notes the organization's inability to be evaluated like a tax-exempt nonprofit that is eligible for tax-deductible contributions. Historical data may not accurately reflect modern criteria, such as Leadership & Adaptability or overall cultural impact.

No user reviews are available from GreatNonprofits to further clarify public perception or personal experiences with this organization. Consequently, insights into the organization's direct impact or community engagement remain limited without public testimonials.


This AI summary has been generated from information found on Charity Navigator.

Is San Bernardino County Retirement Medical Trust legitimate?

San Bernardino County Retirement Medical Trust is a legitimate nonprofit organization registered as a 501(c)(9) entity. San Bernardino County Retirement Medical Trust submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here

What is the mission statement of San Bernardino County Retirement Medical Trust?

The San Bernardino County Retirement Medical Trust is dedicated to funding the reimbursement of medical expenses for its participants under a Health Reimbursement Arrangement. This organization facilitates the financial coverage of medical care costs for approximately 3,990 individuals, totaling around $11,417,613 in medical expenses in a given period. By providing this essential financial support, the Trust enables its members to focus on their health and wellbeing without financial burden. This mission allows the Trust to make a significant difference in the lives of those it serves.

Who is the CEO of San Bernardino County Retirement Medical Trust?

Board Of Trustees is the Principal Officer of San Bernardino County Retirement Medical Trust.

What is the revenue of San Bernardino County Retirement Medical Trust?

San Bernardino County Retirement Medical Trust's revenue in 2022 was $25,942,633.

Who are the executives of San Bernardino County Retirement Medical Trust and what are their salaries?


Here are 10 key members and their salaries:


Leonard X Hernandez (Chair)
  • Compensation: $0
  • Related: $402,715
  • Other: $205,102
Ensen Mason (Trustee)
  • Compensation: $0
  • Related: $329,037
  • Other: $127,039
Deborah Cherney (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Erickson (Trustee)
  • Compensation: $0
  • Related: $279,714
  • Other: $146,683
Norm Kanold (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andy Hartzell (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ellen Monsalve (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sheri Orellana (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Diane Rundles (Trustee)
  • Compensation: $0
  • Related: $261,633
  • Other: $137,213
Debra Plamondon (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990 for San Bernardino County Retirement Medical Trust?

San Bernardino County Retirement Medical Trust's most recent form 990 was submitted in 2022 and can be accessed here.

Mission Statement of San Bernardino County Retirement Medical Trust

The San Bernardino County Retirement Medical Trust is a nonprofit organization dedicated to funding reimbursements for medical expenses under a Health Reimbursement Arrangement. In simpler terms, this trust provides financial assistance to its participants for their healthcare-related costs. With approximately 3,990 individuals receiving medical care amounting to $11,417,613, the Trust plays a significant role in helping people manage their health-related expenses. By providing this crucial support, the organization enables its participants to focus on their health and wellbeing, rather than worrying about their medical bills. The Trust's mission is to ease the financial burden of medical care for its participants, ensuring they have access to essential healthcare services when they need it most.

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Impact




October, 2024

The San Bernardino County Retirement Medical Trust significantly contributes to the well-being of its participants by funding medical expense reimbursements through its Health Reimbursement Arrangement. With nearly 3,990 participants, the Trust has facilitated over $11.4 million in medical care reimbursements, alleviating financial burdens for individuals accessing necessary healthcare services. This initiative enhances access to medical care for retirees and encourages preventive health measures, ultimately promoting better health outcomes within the community. By supporting the healthcare needs of its participants, the Trust plays a crucial role in ensuring that retirees can manage their medical expenses without undue stress.




This information is meant to be a general summary of San Bernardino County Retirement Medical Trust. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$25,942,633 (2022)
Expenses
$11,689,592 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $1,102,324
  • Program Service Revenue: $24,840,309
  • Gross Receipts: $25,942,633

Assets and Liabilities:

  • Total Assets: $198,867,295
  • Total Liabilities: $0
  • Net Assets: $198,867,295

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

EMPLOYER CONTRIBUTIONS

Revenue

$24,840,309

Organization Details

Founding Year

1999

Principal Officer

Board Of Trustees

Main Address

175 WEST 5TH STREET, SAN BERNARDINO, CA, 924150440

NTEE Category

Code: Y43 - Mutual benefit

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