Civic Intelligence

North County Dispatch Jpa Veba Trust

EIN 85-2914095 • 501(c)9 • Rancho Santa Fe, CA

Profile

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

PO Box 1206Rancho Santa Fe, CA 92067

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2025

Net Margin

67th percentile

3.9%

Higher net margin than 67% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Top Officer Pay

78th percentile

$500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

78th percentile

2.0%

Faster asset growth than 78% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

-20%

Faster revenue growth than 54% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$311,898

Up $6,215 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$311,898

Up $6,215 (+2.0%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin67th percentile

Revenue

Down

$107,417

Down $26,990 (-20%) from 2024

Expenses

Up

$103,227

Up $2,585 (+2.6%) from 2024

Net Income

Down

$4,190

Down $29,575 (-88%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$400K$300K$200K$100K$0Assets 2021: $133,056Liabilities 2021: $0Net Assets 2021: $133,0562021Assets 2022: $215,247Liabilities 2022: $0Net Assets 2022: $215,2472022Assets 2023: $268,791Liabilities 2023: $0Net Assets 2023: $268,7912023Assets 2024: $305,683Liabilities 2024: $0Net Assets 2024: $305,6832024Assets 2025: $311,898Liabilities 2025: $0Net Assets 2025: $311,8982025

Highlighted filing

2025

Assets$311,898
Liabilities$0
Net Assets$311,898
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0Revenue 2021: $147,368Expenses 2021: $62,132Net Income 2021: $85,2362021Revenue 2022: $129,431Expenses 2022: $47,240Net Income 2022: $82,1912022Revenue 2023: $122,579Expenses 2023: $70,491Net Income 2023: $52,0882023Revenue 2024: $134,407Expenses 2024: $100,642Net Income 2024: $33,7652024Revenue 2025: $107,417Expenses 2025: $103,227Net Income 2025: $4,1902025

Highlighted filing

2025

Revenue$107,417
Expenses$103,227
Net Income$4,190
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$311,898
Liabilities
$0
Net assets
$311,898
Revenue
$107,417
Expenses
$103,227
Net income
$4,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$1.07$1.03$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$1.34$1.01$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$1.23$0.70$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$1.29$0.47$0.82
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.47$0.62$0.85
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 8, 2023
Return Version
2022v5.0
Gross Receipts
$147,880
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 23 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $68,439.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATRIX TRUST COMPANYTrustee-$375-$375
Filing and Contact Details

Filer

Filer Name
North County Dispatch Jpa
EIN
85-2914095
Phone
8584002801
Address
PO BOX 1206, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Matrix Trust Company
Title
Trustee
Phone
8584002801
Signed
2023-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 826.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain. Amount: 1,456.”

Raw XML Appendix102 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt068439
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATRIX TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum08889473472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0717 17TH STREET SUITE 1300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0215247
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0268791
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt025301
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt052088
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01677
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0215247
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0268791
IRS990EZ/GainOrLossFromSaleOfAssetsAmt018
IRS990EZ/GrossReceiptsAmt0147880
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0826
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0215247
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0268791
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0215247
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0268791
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0375
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATRIX TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01456
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990EZ/ProgramServiceRevenueAmt0121735
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 23 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $68,439.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0375
IRS990EZ/SaleOfAssetsGrossAmt025319
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt070491
IRS990EZ/TotalRevenueAmt0122579
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 826.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNREALIZED GAIN. AMOUNT: 1,456.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATRIX TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08584002801
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH COUNTY DISPATCH JPA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0852914095
ReturnHeader/Filer/PhoneNum08584002801
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1206
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02023-08-09T14:12:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATRIX
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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