Civic Intelligence

North County Dispatch Jpa Veba Trust

990EZ • Fiscal year 2023 • EIN 85-2914095

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 08, 2023

Organization ProfileN/A
PO Box 1206Rancho Santa Fe, CA 92067

(858) 400-2801

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.00x

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

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Top Officer Pay

77th percentile

$375

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2023 filings • 501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

89th percentile

25%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-5.3%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$268,791

Up $53,544 (+25%) from 2022

Net Assets

Up

$268,791

Up $53,544 (+25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin86th percentile

Revenue

Down

$122,579

Down $6,852 (-5.3%) from 2022

Expenses

Up

$70,491

Up $23,251 (+49%) from 2022

Net Income

Down

$52,088

Down $30,103 (-37%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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

2023

Assets$268,791
Liabilities$0
Net Assets$268,791
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

2023

Revenue$122,579
Expenses$70,491
Net Income$52,088
Open 2023 Filing
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 Pay77th 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,791
Liabilities
$0
Net assets
$268,791
Revenue
$122,579
Expenses
$70,491
Net income
$52,088
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