Civic Intelligence

San Bernardino County

990 • Fiscal year 2020 • EIN 33-6305813

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization ProfileN/A
175 West 5th StreetSan Bernardino, CA 92415-0440

(909) 387-9676

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$448,964

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

$174,942,033

No earlier filing loaded for comparison.

Net Assets

$174,942,033

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin95th percentile

Revenue

$35,465,613

No earlier filing loaded for comparison.

Expenses

$8,511,812

No earlier filing loaded for comparison.

Net Income

$26,953,801

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$174,942,033
Liabilities$0
Net Assets$174,942,033
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$35,465,613
Expenses$8,511,812
Net Income$26,953,801
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$35,465,613
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$147,988,230$174,942,033▲ $26,953,803
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Other Assets Total$147,988,230$174,942,033▲ $26,953,803
Total Assets$147,988,230$174,942,033▲ $26,953,803
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$147,988,230$174,942,033▲ $26,953,803
Total Liabilities and Net Assets / Fund Balance$147,988,230$174,942,033▲ $26,953,803

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$174,942,033--
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Leonard X HernandezChair
Andy HartzellTrustee
Deborah CherneyTrustee
Diane RundlesTrustee
Ellen MonsalveTrustee
Ensen MasonTrustee
Matthew EricksonTrustee
Norm KanoldTrustee
Sheri OrellanaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,276,313
Investment Income
$0
Other Revenue
$12,189,300
Change in Net Assets
$26,953,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$627,899
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---$7,883,913
Fees for Services Management---$402,949
Fees for Services Accounting---$224,950
Total Functional Expenses$0$0$0$8,511,812
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
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
CEO compensation reviewed
No
Other officer compensation reviewed
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 trustee, which is the governing body of the trust, is a directed trustee who takes 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
Phone
9093879676
Address
175 WEST 5TH STREET, SAN BERNARDINO, CA 92415-0440

Signing Officer

Name
Amy Coughlin
Title
Human Resource Division Chief
Phone
9093879676
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1999
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1436645
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2368464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3320016
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0SAN BERNARDINO COUNTY DETERMINES COMPENSATION AS FOLLOWS: COUNTY CEO, CFO AND HR DIRECTOR: COMPENSATION STUDIES OF EXECUTIVE POSITIONS ARE CONDUCTED EVERY FEW YEARS TO DETERMINE COMPETITIVENESS WITH SIMILAR POSITIONS IN THE COUNTIES OF RIVERSIDE, ORANGE, SAN DIEGO, VENTURA, KERN AND LOS ANGELES. COMPENSATION STUDIES CONSIST OF GATHERING SALARY AND BENEFIT INFORMATION FROM THE SIX COMPARABLE COUNTIES AND SETTING SAN BERNARDINO COUNTY'S SALARIES TO FALL WITHIN A SPECIFIED PERCENTAGE (VARIES DEPENDING ON A NUMBER OF FACTORS) OF THE MEDIAN AND/OR AVERAGE TOTAL COMPENSATION OF COMPARABLE COUNTIES. COUNTY AUDITOR/CONTROLLER: THE ANNUAL BASE SALARY OF THE AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR, AND ALL OTHER COUNTYWIDE ELECTED OFFICIALS, IS SET BY THE COUNTY CHARTER, AS AMENDED BY MEASURE K. MEASURE K REQUIRES ANNUAL SALARIES TO BE SET BY, BUT NEVER EXCEED, THE AVERAGE OF THE SALARIES PAID TO CORRESPONDING OFFICIALS IN RIVERSIDE, KERN, SAN DIEGO, ORANGE, AND VENTURA COUNTIES. SALARY SURVEYS ARE CONDUCTED EACH YEAR (OCTOBER NOVEMBER). THEREAFTER, BASED ON SURVEY RESULTS, NEW SALARIES FOR ELECTED COUNTY OFFICIALS ARE COMPUTED AND ARE MADE EFFECTIVE EACH YEAR ON DECEMBER 1ST.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3.
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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 TRUSTEE, WHICH IS THE GOVERNING BODY OF THE TRUST, IS A DIRECTED TRUSTEE WHO TAKES 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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN BERNARDINO COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0GOV
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GOVERNMENT
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd01
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IRS990/TotalOtherCompensationAmt0513408
IRS990/TotalProgramServiceRevenueAmt023276313
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023276313
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035465613
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt01060681
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY COUGHLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HUMAN RESOURCE DIVISION CHIEF
ReturnHeader/BusinessOfficerGrp/PhoneNum09093879676
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN BERNARDINO COUNTY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREMENT MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SANB
ReturnHeader/Filer/EIN0336305813
ReturnHeader/Filer/PhoneNum09093879676
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 WEST 5TH STREET
ReturnHeader/Filer/USAddress/CityNm0SAN BERNARDINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0924150440
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02021-11-04T16:17:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COUGHLIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,942,033
Liabilities
$0
Net assets
$174,942,033
Revenue
$35,465,613
Expenses
$8,511,812
Net income
$26,953,801
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