Civic Intelligence

San Bernardino County

EIN 33-6305813 • 501(c)9 • San Bernardino, CA

Profile

To fund reimbursement of medical expenses under a health reimbursement arrangement.

175 West 5th StreetSan Bernardino, CA 92415-0440

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

85th percentile

15%

Faster asset growth than 85% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

47%

Faster revenue growth than 82% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$267,481,590

Up $35,001,972 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$267,481,590

Up $35,001,972 (+15%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin94th percentile

Revenue

Up

$39,134,409

Up $12,443,804 (+47%) from 2023

Expenses

Down

$9,580,025

Down $1,977,716 (-17%) from 2023

Net Income

Up

$29,554,384

Up $14,421,520 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2020: $174,942,033Liabilities 2020: $0Net Assets 2020: $174,942,0332020Assets 2021: $202,014,753Liabilities 2021: $0Net Assets 2021: $202,014,7532021Assets 2022: $198,867,295Liabilities 2022: $0Net Assets 2022: $198,867,2952022Assets 2023: $232,479,618Liabilities 2023: $0Net Assets 2023: $232,479,6182023Assets 2024: $267,481,590Liabilities 2024: $0Net Assets 2024: $267,481,5902024

Highlighted filing

2024

Assets$267,481,590
Liabilities$0
Net Assets$267,481,590
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0Revenue 2020: $35,465,613Expenses 2020: $8,511,812Net Income 2020: $26,953,8012020Revenue 2021: $37,511,346Expenses 2021: $10,438,627Net Income 2021: $27,072,7192021Revenue 2022: $25,942,633Expenses 2022: $11,689,592Net Income 2022: $14,253,0412022Revenue 2023: $26,690,605Expenses 2023: $11,557,741Net Income 2023: $15,132,8642023Revenue 2024: $39,134,409Expenses 2024: $9,580,025Net Income 2024: $29,554,3842024

Highlighted filing

2024

Revenue$39,134,409
Expenses$9,580,025
Net Income$29,554,384
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$267,481,590
Liabilities
$0
Net assets
$267,481,590
Revenue
$39,134,409
Expenses
$9,580,025
Net income
$29,554,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$267$0.00$267$39.1$9.58$29.6
2023Detailed filing. Detailed filing data is available for this year.$232$0.00$232$26.7$11.6$15.1
2022Detailed filing. Detailed filing data is available for this year.$199$0.00$199$25.9$11.7$14.3
2021Detailed filing. Detailed filing data is available for this year.$202$0.00$202$37.5$10.4$27.1
2020Detailed filing. Detailed filing data is available for this year.$175$0.00$175$35.5$8.51$27.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$48,080,002
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$130,210,014$267,481,590▲ $137,271,576
Cap Stk Tr Prin Current Funds$232,479,618$267,481,590▲ $35,001,972
Savings and Temporary Cash Investments$91,899,707$0▼ $91,899,707
Cash and Non-Interest-Bearing Accounts$10,369,897$0▼ $10,369,897
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$232,479,618$267,481,590▲ $35,001,972
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$232,479,618$267,481,590▲ $35,001,972
Total Liabilities and Net Assets / Fund Balance$232,479,618$267,481,590▲ $35,001,972
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Andy HartzellTrustee
Deborah CherneyTrustee
Debra PlamondonTrustee
Diane RundlesTrustee
Ensen MasonTrustee
Luther SnokeTrustee
Matthew EricksonTrustee
Norm KanoldTrustee
Sheri OrellanaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,099,228
Investment Income
$12,035,181
Other Revenue
$0
Change in Net Assets
$29,554,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,311
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$9,285,714--$9,285,714
Fees for Services Other-$294,311-$294,311
Total Functional Expenses$9,285,714$294,311$0$9,580,025
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Some of the trustees are employees of the County of San Bernardino”

Form 990, Part VI, Section A, Line 6

“The participants of the health reimbursement arrangement funded by the organization are members of the organization.”

Form 990, Part VI, Section A, Line 7B

“The trustees, which is the governing body of the trust, are directed trustees who take certain direction regarding the trust from the plan administrator (or its designee) and the members”

Form 990, Part VI, Section B, Line 11B

“The plan administration, an outside consultant, and at least one trustee, review the form based upon the financial records for the organization.”

Form 990, Part VI, Section C, Line 19

“The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.”

Filing and Contact Details

Filer

Filer Name
San Bernardino County
EIN
33-6305813
In Care Of
% VOYA INSTITUTIONAL TRUST CO
Phone
9093879676
Address
175 West 5th Street, San Bernardino, CA 92415-0440

Signing Officer

Name
Charlene Hernandez
Title
Benefits Manager
Phone
9093879638
Signed
2025-11-17

Organization Details

Principal Officer
Alexander Meier
Formed
1999
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYBenefitsPaidToMembersAmt011220425
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01522842
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0337316
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt025167763
IRS990/PYRevenuesLessExpensesAmt015132864
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011557741
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026690605
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt029554384
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091899707
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Some of the trustees are employees of the County of San Bernardino
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The participants of the health reimbursement arrangement funded by the organization are members of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The trustees, which is the governing body of the trust, are directed trustees who take certain direction regarding the trust from the plan administrator (or its designee) and the members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The plan administration, an outside consultant, and at least one trustee, review the form based upon the financial records for the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part Vi, Section A, Line 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0232479618
IRS990/TotalAssetsEOYAmt0267481590
IRS990/TotalAssetsGrp/BOYAmt0232479618
IRS990/TotalAssetsGrp/EOYAmt0267481590
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0294311
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09285714
IRS990/TotalFunctionalExpensesGrp/TotalAmt09580025
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0232479618
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0267481590
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt09176837
IRS990/TotalProgramServiceRevenueAmt027099228
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012035181
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027099228
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039134409
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232479618
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0267481590
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0175 West 5th Street
IRS990/USAddress/CityNm0San Bernardino
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0924150440
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlene Hernandez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Benefits Manager
ReturnHeader/BusinessOfficerGrp/PhoneNum09093879638
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Bernardino County
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Retirement Medical Trust
ReturnHeader/Filer/BusinessNameControlTxt0SBCR
ReturnHeader/Filer/EIN0336305813
ReturnHeader/Filer/InCareOfNm0% VOYA INSTITUTIONAL TRUST CO
ReturnHeader/Filer/PhoneNum09093879676
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 West 5th Street
ReturnHeader/Filer/USAddress/CityNm0San Bernardino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0924150440
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-17T18:07:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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