San Juan College Retiree Health Tr
EIN: 850295969 · Farmington, NM · NTEE: Y43
| Metric | Value |
|---|---|
| Total Revenue | $966K |
| Total Expenses | $468K |
| Net Assets | $9.5M |
Is San Juan College Retiree Health 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 Juan College Retiree Health Tr
San Juan College Retiree Health Tr (EIN: 850295969) is a nonprofit organization based in Farmington, NM, classified under NTEE code Y43. The organization reported total revenue of $966K and total assets of $10.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of San Juan College Retiree Health Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
San Juan College Retiree Health Tr is a small nonprofit that has been operating for 15 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.0M |
| Total Expenses | $468K |
| Surplus / Deficit | +$561K |
| Total Assets | $9.5M |
| Net Assets | $9.5M |
| Operating Margin | 54.5% |
| Months of Reserves | 242.9 months |
Financial Health Grade: A
In 2023, San Juan College Retiree Health Tr reported a surplus of $561K with revenue exceeding expenses, holds 242.9 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), San Juan College Retiree Health Tr's revenue has declined at a compound annual growth rate (CAGR) of -2.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -116.9% | +14.3% | -7.1% |
| 2021 | -2.1% | +3.8% | +11.7% |
| 2020 | -31.4% | -10.9% | +13.9% |
| 2019 | +27.2% | -41.2% | +28.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2011 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for San Juan College Retiree Health 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 Juan College Retiree Health 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 $561K, with revenue exceeding expenses.
Frequently Asked Questions about San Juan College Retiree Health Tr
Is San Juan College Retiree Health Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, San Juan College Retiree Health Tr (EIN: 850295969) insufficient data. 0 red flags identified, 0 strengths noted.
How does San Juan College Retiree Health Tr spend its money?
Detailed spending breakdown data is not yet available for San Juan College Retiree Health Tr. Check back for updated IRS 990 analysis.
Are donations to San Juan College Retiree Health Tr tax-deductible?
San Juan College Retiree Health Tr is registered as a tax-exempt nonprofit (EIN: 850295969). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is San Juan College Retiree Health Tr located?
San Juan College Retiree Health Tr is headquartered in Farmington, New Mexico and files with the IRS under EIN 850295969. It is classified under NTEE code Y43.
How many years of IRS 990 filings does San Juan College Retiree Health Tr have?
San Juan College Retiree Health Tr has 13 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 $966K in total revenue.
Filing History
IRS 990 filing history for San Juan College Retiree Health Tr showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), San Juan College Retiree Health Tr's revenue has declined by 27.6%, moving from $1.4M to $1.0M. Total assets increased by 1090.4% over the same period, from $795K to $9.5M. Total functional expenses fell by 28.2%, from $652K to $468K. In its most recent filing year (2023), San Juan College Retiree Health Tr reported a surplus of $561K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.0M | $468K | $9.5M | $0 | — | View 990 |
| 2022 | $-234,924 | $442K | $8.9M | $0 | — | View 990 |
| 2021 | $1.4M | $387K | $9.6M | $0 | — | View 990 |
| 2020 | $1.4M | $373K | $8.6M | $0 | — | — |
| 2019 | $2.1M | $418K | $7.5M | $0 | — | View 990 |
| 2018 | $1.6M | $712K | $5.9M | $0 | — | View 990 |
| 2017 | $1.1M | $806K | $5.1M | $0 | — | View 990 |
| 2016 | $1.6M | $757K | $4.9M | $0 | — | View 990 |
| 2015 | $1.7M | $815K | $4.1M | $0 | — | View 990 |
| 2014 | $1.7M | $875K | $3.2M | $0 | — | View 990 |
| 2013 | $1.5M | $773K | $2.3M | $0 | — | View 990 |
| 2012 | $1.4M | $623K | $1.6M | $26K | — | View 990 |
| 2011 | $1.4M | $652K | $795K | $26K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.0M, expenses of $468K, and assets of $9.5M.
- 2022: Revenue of $-234,924, expenses of $442K, and assets of $8.9M (revenue -116.9% year-over-year).
- 2021: Revenue of $1.4M, expenses of $387K, and assets of $9.6M (revenue -2.1% year-over-year).
- 2020: Revenue of $1.4M, expenses of $373K, and assets of $8.6M (revenue -31.4% year-over-year).
- 2019: Revenue of $2.1M, expenses of $418K, and assets of $7.5M (revenue +27.2% year-over-year).
- 2018: Revenue of $1.6M, expenses of $712K, and assets of $5.9M (revenue +52.9% year-over-year).
- 2017: Revenue of $1.1M, expenses of $806K, and assets of $5.1M (revenue -32.3% year-over-year).
- 2016: Revenue of $1.6M, expenses of $757K, and assets of $4.9M (revenue -9.2% year-over-year).
- 2015: Revenue of $1.7M, expenses of $815K, and assets of $4.1M (revenue +1.0% year-over-year).
- 2014: Revenue of $1.7M, expenses of $875K, and assets of $3.2M (revenue +12.2% year-over-year).
- 2013: Revenue of $1.5M, expenses of $773K, and assets of $2.3M (revenue +6.7% year-over-year).
- 2012: Revenue of $1.4M, expenses of $623K, and assets of $1.6M (revenue +0.7% year-over-year).
- 2011: Revenue of $1.4M, expenses of $652K, and assets of $795K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for San Juan College Retiree Health Tr:
Data Sources and Methodology
This transparency report for San Juan College Retiree Health 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.