San Diego County Public Safety Retiree Medical Tr
EIN: 464728761 · Clinton, IA · NTEE: Y43
| Metric | Value |
|---|---|
| Total Revenue | $3.9M |
| Total Expenses | $978K |
| Net Assets | $28.8M |
Is San Diego County Public Safety 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 San Diego County Public Safety Retiree Medical Tr
San Diego County Public Safety Retiree Medical Tr (EIN: 464728761) is a nonprofit organization based in Clinton, IA, classified under NTEE code Y43. The organization reported total revenue of $3.9M and total assets of $33.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of San Diego County Public Safety Retiree Medical Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
San Diego County Public Safety Retiree Medical Tr is a mid-size nonprofit that has been operating for 12 years, with 10 years of IRS 990 filings on record (2014–2023). Revenue has grown at a compound annual rate of 7.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.5M |
| Total Expenses | $978K |
| Surplus / Deficit | +$2.5M |
| Total Assets | $28.9M |
| Total Liabilities | $120K |
| Net Assets | $28.8M |
| Operating Margin | 72.3% |
| Debt-to-Asset Ratio | 0.4% |
| Months of Reserves | 354.9 months |
Financial Health Grade: A
In 2023, San Diego County Public Safety Retiree Medical Tr reported a surplus of $2.5M with revenue exceeding expenses, holds 354.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.4% (very low leverage).
Financial Trends
Over 10 years of filings (2014–2023), San Diego County Public Safety Retiree Medical Tr's revenue has grown at a compound annual growth rate (CAGR) of 7.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +5.8% | +26.6% | +23.0% |
| 2022 | -0.6% | +3.6% | -7.8% |
| 2021 | -22.8% | +15.5% | +24.8% |
| 2020 | +7.5% | +48.4% | +28.6% |
| 2019 | +42.7% | -6.7% | +40.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2014 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for San Diego County Public Safety 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 San Diego County Public Safety 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 $2.5M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.4%.
Frequently Asked Questions about San Diego County Public Safety Retiree Medical Tr
Is San Diego County Public Safety Retiree Medical Tr a legitimate charity?
San Diego County Public Safety Retiree Medical Tr (EIN: 464728761) is a registered tax-exempt nonprofit based in Iowa. It has 10 years of IRS 990 filings on record. Total revenue: $3.9M. No red flags identified. Financial health grade: A.
How does San Diego County Public Safety Retiree Medical Tr spend its money?
San Diego County Public Safety Retiree Medical Tr reported $3.9M in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to San Diego County Public Safety Retiree Medical Tr tax-deductible?
San Diego County Public Safety Retiree Medical Tr is registered as a tax-exempt nonprofit (EIN: 464728761). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is San Diego County Public Safety Retiree Medical Tr located?
San Diego County Public Safety Retiree Medical Tr is headquartered in Clinton, Iowa and files with the IRS under EIN 464728761. It is classified under NTEE code Y43.
How many years of IRS 990 filings does San Diego County Public Safety Retiree Medical Tr have?
San Diego County Public Safety Retiree Medical Tr has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $3.9M in total revenue.
Filing History
IRS 990 filing history for San Diego County Public Safety Retiree Medical Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2014–2023), San Diego County Public Safety Retiree Medical Tr's revenue has grown by 84.6%, moving from $1.9M to $3.5M. Total assets increased by 1581.8% over the same period, from $1.7M to $28.9M. Total functional expenses rose by 518.5%, from $158K to $978K. In its most recent filing year (2023), San Diego County Public Safety Retiree Medical Tr reported a surplus of $2.5M, with revenue exceeding expenses. The organization holds $120K in liabilities against $28.9M in assets (debt-to-asset ratio: 0.4%), resulting in net assets of $28.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.5M | $978K | $28.9M | $120K | — | — |
| 2022 | $3.3M | $772K | $23.5M | $87K | — | View 990 |
| 2021 | $3.4M | $745K | $25.5M | $75K | — | View 990 |
| 2020 | $4.3M | $645K | $20.4M | $92K | — | — |
| 2019 | $4.0M | $435K | $15.9M | $1K | — | View 990 |
| 2018 | $2.8M | $466K | $11.3M | $1K | — | View 990 |
| 2017 | $2.8M | $317K | $9.8M | $91K | — | View 990 |
| 2016 | $2.7M | $236K | $6.5M | $4K | — | View 990 |
| 2015 | $2.5M | $220K | $3.8M | $640 | — | View 990 |
| 2014 | $1.9M | $158K | $1.7M | $4K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.5M, expenses of $978K, and assets of $28.9M (revenue +5.8% year-over-year).
- 2022: Revenue of $3.3M, expenses of $772K, and assets of $23.5M (revenue -0.6% year-over-year).
- 2021: Revenue of $3.4M, expenses of $745K, and assets of $25.5M (revenue -22.8% year-over-year).
- 2020: Revenue of $4.3M, expenses of $645K, and assets of $20.4M (revenue +7.5% year-over-year).
- 2019: Revenue of $4.0M, expenses of $435K, and assets of $15.9M (revenue +42.7% year-over-year).
- 2018: Revenue of $2.8M, expenses of $466K, and assets of $11.3M (revenue +2.6% year-over-year).
- 2017: Revenue of $2.8M, expenses of $317K, and assets of $9.8M (revenue +1.6% year-over-year).
- 2016: Revenue of $2.7M, expenses of $236K, and assets of $6.5M (revenue +8.3% year-over-year).
- 2015: Revenue of $2.5M, expenses of $220K, and assets of $3.8M (revenue +31.5% year-over-year).
- 2014: Revenue of $1.9M, expenses of $158K, and assets of $1.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for San Diego County Public Safety Retiree Medical Tr:
Data Sources and Methodology
This transparency report for San Diego County Public Safety 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.