Civic Intelligence

Stockton Regional Retiree Medical Trust

EIN 65-6471973 • 501(c)9 • Stockton, CA

Profile

To provide retired members of the stockton police officer's association (spoa) with a monthly medical premium and expense subsidy benefit.

1234 W Oak StreetStockton, CA 95203

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-100%

Faster revenue growth than 11% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,600,225 (-100%) from 2014

Liabilities

Down

$0

Down $5,760 (-100%) from 2014

Net Assets

Down

$0

Down $3,594,465 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $711,592 (-100%) from 2014

Expenses

Up

$138,577

Up $57,817 (+72%) from 2014

Net Income

Down

-$138,577

Down $769,409 (-122%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,473,985Liabilities 2011: $5,005Net Assets 2011: $2,468,9802011Assets 2012: $3,051,508Liabilities 2012: $1,586Net Assets 2012: $3,049,9222012Assets 2013: $3,346,011Liabilities 2013: $8,551Net Assets 2013: $3,337,4602013Assets 2014: $3,600,225Liabilities 2014: $5,760Net Assets 2014: $3,594,4652014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $363,573Expenses 2011: $94,456Net Income 2011: $269,1172011Revenue 2012: $275,788Expenses 2012: $81,485Net Income 2012: $194,3032012Revenue 2013: $171,014Expenses 2013: $45,095Net Income 2013: $125,9192013Revenue 2014: $711,592Expenses 2014: $80,760Net Income 2014: $630,8322014Revenue 2015: $0Expenses 2015: $138,577Net Income 2015: -$138,5772015

Highlighted filing

2015

Revenue$0
Expenses$138,577
Net Income-$138,577
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$138,577
Net income
-$138,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.14$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.01$3.59$0.71$0.08$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.01$3.34$0.17$0.05$0.13
2012Summary only. Only limited summary data is available for this year.$3.05$0.00$3.05$0.28$0.08$0.19
2011Summary only. Only limited summary data is available for this year.$2.47$0.01$2.47$0.36$0.09$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 9, 2016
Return Version
2014v6.0
Gross Receipts
$0
Mission and Program Overview

Mission

To provide retired members of the stockton police officer's association (spoa) with a monthly medical premium and expense subsidy benefit.

To provide retired police officers that are members of the city of stockton's police officers association with a monthly medical premium subsidy benefit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,596,324$0▼ $3,596,324
Rtn Earn Endowment Incm Other Fnds$3,594,465$0▼ $3,594,465
Prepaid Expenses and Deferred Charges$3,691$0▼ $3,691
Cash and Non-Interest-Bearing Accounts$210$0▼ $210
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,600,225$0▼ $3,600,225
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,760--
Total Liabilities$5,760$0▼ $5,760
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,594,465$0▼ $3,594,465
Total Liabilities and Net Assets / Fund Balance$3,600,225$0▼ $3,600,225
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Gordon W GrayChairman
Chuck FlesherTrustee
Deanna L SolinaTrustee
Elena AdairTrustee
Greg SpearsTrustee
Jeremy EstarziauTrustee
Teresia HaaseTrustee
Vannessa BurkeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-138,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,577
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
Fees for Services Accounting-$53,725-$53,725
Fees for Services Legal-$32,871-$32,871
Insurance-$12,025-$12,025
Fees for Service Investment Mgmnt Fees-$4,489-$4,489
Other Expenses-$380-$380
All Other Expenses-$10-$10
Total Functional Expenses$0$138,577$0$138,577
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
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 8B

“There is not a committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 was made available to each of the trustees for review before the return was filed. The third party administrator reviewed the form for completeness and accuracy prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interst policy is reviewed annually by the board. Conflict of interest disclosure forms are completed and reviewed annually.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, financial statements, etc., available to the public upon request only. Plan financials in the form of summary annual report is provided to participants on an annual basis. Full sets of financial statements and governing documents are available to participants upon request.”

Filing and Contact Details

Filer

Filer Name
Stockton Regional Retiree Medical Trust
EIN
65-6471973
Phone
8007006762
Address
1234 W OAK STREET, STOCKTON, CA 95203

Signing Officer

Name
Deanna Solina
Title
Trustee
Phone
8007006762
Signed
2016-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gordon W Gray
Formed
2007
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Mhm LLC
Address
5060 CALIFORNIA AVE SUITE 800, BAKERSFIELD, CA 93309
Preparer
Jennifer Haney
Phone
6613257500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of assets resulting from merger with porac medical trust -3,455,888.”

Raw XML Appendix345 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/ExplanationTxt0THERE IS NOT A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WAS MADE AVAILABLE TO EACH OF THE TRUSTEES FOR REVIEW BEFORE THE RETURN WAS FILED. THE THIRD PARTY ADMINISTRATOR REVIEWED THE FORM FOR COMPLETENESS AND ACCURACY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTERST POLICY IS REVIEWED ANNUALLY BY THE BOARD. CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED AND REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, ETC., AVAILABLE TO THE PUBLIC UPON REQUEST ONLY. PLAN FINANCIALS IN THE FORM OF SUMMARY ANNUAL REPORT IS PROVIDED TO PARTICIPANTS ON AN ANNUAL BASIS. FULL SETS OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER OF ASSETS RESULTING FROM MERGER WITH PORAC MEDICAL TRUST -3,455,888.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt03600225
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt03600225
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0138577
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0138577
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05760
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05760
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03594465
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03600225
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01234 W OAK STREET
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095203
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEANNA SOLINA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08007006762
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STOCKTON REGIONAL RETIREE MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STOC
ReturnHeader/Filer/EIN0656471973
ReturnHeader/Filer/PhoneNum08007006762
ReturnHeader/Filer/USAddress/AddressLine1Txt01234 W OAK STREET
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330737981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05060 CALIFORNIA AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BAKERSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093309
ReturnHeader/PreparerPersonGrp/PhoneNum06613257500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER HANEY
ReturnHeader/ReturnTs02016-08-15T16:19:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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