Central Valley Retiree Medical Tr
EIN: 816101173 · Los Angeles, CA · NTEE: Y44
Is Central Valley Retiree Medical Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Central Valley Retiree Medical Tr
Central Valley Retiree Medical Tr (EIN: 816101173) is a nonprofit organization based in Los Angeles, CA, classified under NTEE code Y44. The organization reported total revenue of $3.5M and total assets of $24.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Central Valley Retiree Medical Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Central Valley Retiree Medical Tr is a mid-size nonprofit that has been operating for 22 years, with 14 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of 11.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.4M |
| Total Expenses | $849K |
| Surplus / Deficit | +$1.6M |
| Total Assets | $21.1M |
| Total Liabilities | $69K |
| Net Assets | $21.1M |
| Operating Margin | 65.3% |
| Debt-to-Asset Ratio | 0.3% |
| Months of Reserves | 298.6 months |
Financial Health Grade: A
In 2023, Central Valley Retiree Medical Tr reported a surplus of $1.6M with revenue exceeding expenses, holds 298.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.3% (very low leverage).
Financial Trends
Over 14 years of filings (2010–2023), Central Valley Retiree Medical Tr's revenue has grown at a compound annual growth rate (CAGR) of 11.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -1.7% | +13.5% | +21.4% |
| 2022 | -42.5% | +6.0% | -8.7% |
| 2021 | +53.4% | -3.4% | +19.6% |
| 2020 | +39.9% | -1.3% | +22.3% |
| 2019 | -6.3% | +24.0% | +28.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Central Valley Retiree Medical Tr has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Central Valley Retiree Medical Tr with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.6M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.3%.
Frequently Asked Questions about Central Valley Retiree Medical Tr
Is Central Valley Retiree Medical Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Central Valley Retiree Medical Tr (EIN: 816101173) insufficient data. 0 red flags identified, 0 strengths noted.
How does Central Valley Retiree Medical Tr spend its money?
Detailed spending breakdown data is not yet available for Central Valley Retiree Medical Tr. Check back for updated IRS 990 analysis.
Are donations to Central Valley Retiree Medical Tr tax-deductible?
Central Valley Retiree Medical Tr is registered as a tax-exempt nonprofit (EIN: 816101173). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Filing History
IRS 990 filing history for Central Valley Retiree Medical Tr showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2010–2023), Central Valley Retiree Medical Tr's revenue has grown by 293.5%, moving from $622K to $2.4M. Total assets increased by 543% over the same period, from $3.3M to $21.1M. Total functional expenses rose by 191.9%, from $291K to $849K. In its most recent filing year (2023), Central Valley Retiree Medical Tr reported a surplus of $1.6M, with revenue exceeding expenses. The organization holds $69K in liabilities against $21.1M in assets (debt-to-asset ratio: 0.3%), resulting in net assets of $21.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.4M | $849K | $21.1M | $69K | — | — |
| 2022 | $2.5M | $748K | $17.4M | $46K | — | View 990 |
| 2021 | $4.3M | $705K | $19.1M | $20K | — | View 990 |
| 2020 | $2.8M | $730K | $15.9M | $64K | — | View 990 |
| 2019 | $2.0M | $740K | $13.0M | $13K | — | View 990 |
| 2018 | $2.2M | $597K | $10.1M | $8K | — | View 990 |
| 2017 | $2.0M | $509K | $9.6M | $11K | — | View 990 |
| 2016 | $1.5M | $410K | $7.8M | $12K | — | View 990 |
| 2015 | $1.2M | $452K | $6.5M | $9K | — | View 990 |
| 2014 | $1.0M | $397K | $6.0M | $5K | — | View 990 |
| 2013 | $1.1M | $412K | $5.7M | $400K | — | View 990 |
| 2012 | $885K | $343K | $4.5M | $7K | — | View 990 |
| 2011 | $1.0M | $251K | $3.9M | $3K | — | View 990 |
| 2010 | $622K | $291K | $3.3M | $13K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.4M, expenses of $849K, and assets of $21.1M (revenue -1.7% year-over-year).
- 2022: Revenue of $2.5M, expenses of $748K, and assets of $17.4M (revenue -42.5% year-over-year).
- 2021: Revenue of $4.3M, expenses of $705K, and assets of $19.1M (revenue +53.4% year-over-year).
- 2020: Revenue of $2.8M, expenses of $730K, and assets of $15.9M (revenue +39.9% year-over-year).
- 2019: Revenue of $2.0M, expenses of $740K, and assets of $13.0M (revenue -6.3% year-over-year).
- 2018: Revenue of $2.2M, expenses of $597K, and assets of $10.1M (revenue +6.7% year-over-year).
- 2017: Revenue of $2.0M, expenses of $509K, and assets of $9.6M (revenue +33.6% year-over-year).
- 2016: Revenue of $1.5M, expenses of $410K, and assets of $7.8M (revenue +28.4% year-over-year).
- 2015: Revenue of $1.2M, expenses of $452K, and assets of $6.5M (revenue +16.7% year-over-year).
- 2014: Revenue of $1.0M, expenses of $397K, and assets of $6.0M (revenue -6.3% year-over-year).
- 2013: Revenue of $1.1M, expenses of $412K, and assets of $5.7M (revenue +21.6% year-over-year).
- 2012: Revenue of $885K, expenses of $343K, and assets of $4.5M (revenue -12.4% year-over-year).
- 2011: Revenue of $1.0M, expenses of $251K, and assets of $3.9M (revenue +62.3% year-over-year).
- 2010: Revenue of $622K, expenses of $291K, and assets of $3.3M.
Data Sources and Methodology
This transparency report for Central Valley Retiree Medical Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.