Civic Intelligence

Clackamas County Sheriff'S Office Independent Retirement Medical Tr

990 • Fiscal year 2018 • EIN 47-1948283

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 10, 2019

Organization ProfileN/A

View Organization Page

PO Box 4148Portland, OR 97208

(503) 331-8200

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.00x

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

41st percentile

-2.8%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

6.4%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$4,211,577

Down $119,717 (-2.8%) from 2017

Net Assets

Down

$4,211,577

Down $119,717 (-2.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin70th percentile

Revenue

Up

$1,422,885

Up $85,394 (+6.4%) from 2017

Expenses

Up

$1,236,080

Up $70,187 (+6.0%) from 2017

Net Income

Up

$186,805

Up $15,207 (+8.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $3,259,031Liabilities 2015: $0Net Assets 2015: $3,259,0312015Assets 2016: $3,786,960Liabilities 2016: $79,411Net Assets 2016: $3,707,5492016Assets 2017: $4,331,294Liabilities 2017: $0Net Assets 2017: $4,331,2942017Assets 2018: $4,211,577Liabilities 2018: $0Net Assets 2018: $4,211,5772018Assets 2019: $5,229,066Liabilities 2019: $0Net Assets 2019: $5,229,0662019Assets 2020: $5,992,836Liabilities 2020: $0Net Assets 2020: $5,992,8362020Assets 2021: $6,526,757Liabilities 2021: $9,000Net Assets 2021: $6,517,7572021Assets 2022: $5,577,202Liabilities 2022: $0Net Assets 2022: $5,577,2022022Assets 2023: $6,252,435Liabilities 2023: $142,129Net Assets 2023: $6,110,3062023Assets 2024: $6,867,521Liabilities 2024: $166,712Net Assets 2024: $6,700,8092024

Highlighted filing

2018

Assets$4,211,577
Liabilities$0
Net Assets$4,211,577
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2015: $3,846,265Expenses 2015: $480,394Net Income 2015: $3,365,8712015Revenue 2016: $1,250,808Expenses 2016: $940,531Net Income 2016: $310,2772016Revenue 2017: $1,337,491Expenses 2017: $1,165,893Net Income 2017: $171,5982017Revenue 2018: $1,422,885Expenses 2018: $1,236,080Net Income 2018: $186,8052018Revenue 2019: $1,671,723Expenses 2019: $1,298,586Net Income 2019: $373,1372019Revenue 2020: $1,814,734Expenses 2020: $1,483,039Net Income 2020: $331,6952020Revenue 2021: $1,956,235Expenses 2021: $1,827,064Net Income 2021: $129,1712021Revenue 2022: $1,890,353Expenses 2022: $1,836,205Net Income 2022: $54,1482022Revenue 2023: $1,920,045Expenses 2023: $1,822,024Net Income 2023: $98,0212023Revenue 2024: $2,517,250Expenses 2024: $2,195,817Net Income 2024: $321,4332024

Highlighted filing

2018

Revenue$1,422,885
Expenses$1,236,080
Net Income$186,805
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 10, 2019
Return Version
2018v3.1
Gross Receipts
$1,422,885
Mission and Program Overview

Mission

To provide health benefit premium assistance to eligible early retirees and their spouses pursuant to collective bargaining

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,331,294$4,211,577▼ $119,717
Investments in Publicly Traded Securities$4,078,653$3,704,732▼ $373,921
Cash and Non-Interest-Bearing Accounts$207,915$287,332▲ $79,417
Savings and Temporary Cash Investments$4,919$173,439▲ $168,520
Accounts Receivable$39,807$46,074▲ $6,267
Total Assets$4,331,294$4,211,577▼ $119,717
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,331,294$4,211,577▼ $119,717
Total Liabilities and Net Assets / Fund Balance$4,331,294$4,211,577▼ $119,717
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Lee Eby Co-chair and TrusteeCo-chair and
Stephen SteinbergCo-chair and
Christa WolfTrustee
Cindy HaglundTrustee
Don BooneTrustee
James RhodesTrustee
John KrummenackerTrustee
Kristi DurhamTrustee
Loren HeldtTrustee
Steve HohenseeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,312,850
Investment Income
$110,035
Other Revenue
$0
Change in Net Assets
$186,805

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,413,971
Revenue Not Reported on Financial Statements
$8,914
Revenue Not Reported on Form 990
$-306,522
Total Revenue per Audited Statements
$1,107,449
Total Revenue per Form 990
$1,422,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,688
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$1,168,392--$1,168,392
Fees for Services Other$39,614--$39,614
Fees for Services Accounting$9,500--$9,500
Fees for Service Investment Mgmnt Fees$8,914--$8,914
Insurance$5,571--$5,571
Fees for Services Legal$2,730--$2,730
Office Expenses$1,359--$1,359
Total Functional Expenses$1,236,080$0$0$1,236,080

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,236,080
Expenses per Audited Statements$1,227,166
Total Expenses per Audited Statements$1,227,166
Expenses Not Reported on Financial Statements$8,914
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed by the board of trustees prior to filing. The trustees ask questions of the preparer and the trust attorney in order to provide comfort that the return is complete and accurate.”

Form 990, Page 6, Part VI, Line 12C

“Under the policy, the trustees are individually charged with the resonsibility to disclose any conflict or potential conflict. They are reminded of their responsibility at least annually.”

Form 990, Page 6, Part VI, Line 15A

“NO COMPENSATION IS PAID”

Form 990, Page 6, Part VI, Line 15B

“NO COMPENSATION IS PAID”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
CLACKAMAS COUNTY SHERIFF'S OFFICE
EIN
47-1948283
Phone
5033318200
Address
PO BOX 4148, PORTLAND, OR 97208

Signing Officer

Name
Lee Eby Co-chair and Trustee
Title
Co-chair and Trustee
Phone
5033318200
Signed
2019-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Eby Co-chair and Trustee
Formed
2015
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
BJORKLUND & MONTPLAISIR CPA'S
Address
9020 SW WASHINGTON SQ RD SUITE 46, PORTLAND, OR 97223
Preparer
Richard a Layne
Phone
5036436400
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide health benefit premium assistance to eligible early retirees and their spouses pursuant to collective bargaining”

Raw XML Appendix350 raw XML fields

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HEALTH BENEFIT PREMIUM ASSISTANCE TO ELIGIBLE EARLY RETIREES AND THEIR SPOUSES PURSUANT TO COLLECTIVE BARGAINING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING. THE TRUSTEES ASK QUESTIONS OF THE PREPARER AND THE TRUST ATTORNEY IN ORDER TO PROVIDE COMFORT THAT THE RETURN IS COMPLETE AND ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNDER THE POLICY, THE TRUSTEES ARE INDIVIDUALLY CHARGED WITH THE RESONSIBILITY TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT. THEY ARE REMINDED OF THEIR RESPONSIBILITY AT LEAST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION IS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO COMPENSATION IS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-10
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INDEPENDENT RETIREMENT MEDICAL TR
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ReturnHeader/FilingSecurityInformation/IPTm019:41:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931015766
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09020 SW WASHINGTON SQ RD SUITE 46
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05036436400
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A LAYNE
ReturnHeader/ReturnTs02019-10-15T19:41:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,211,577
Liabilities
$0
Net assets
$4,211,577
Revenue
$1,422,885
Expenses
$1,236,080
Net income
$186,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.87$0.17$6.70$2.52$2.20$0.32
2023Detailed filing. Detailed filing data is available for this year.$6.25$0.14$6.11$1.92$1.82$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$1.89$1.84$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.53$0.01$6.52$1.96$1.83$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$1.81$1.48$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$1.67$1.30$0.37
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.42$1.24$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.34$1.17$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.79$0.08$3.71$1.25$0.94$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$3.85$0.48$3.37