Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
San Bernardino County Retired Employees Association
EIN 95-3471680 • 501(c)4 • Sn Bernrdno, CA
Profile
Communication of retirement benefits to members.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
63rd percentile
Faster revenue growth than 63% of similar nonprofits.
Balance Sheet
Assets
Up$252,383
Up $23,777 (+10%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$252,383
Up $23,777 (+10%) from 2024
Revenue
Up$107,367
Up $6,471 (+6.4%) from 2024
Expenses
Up$83,590
Up $10,160 (+14%) from 2024
Net Income
Down$23,777
Down $3,689 (-13%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $252,383
- Liabilities
- -
- Net assets
- $252,383
- Revenue
- $107,367
- Expenses
- $83,590
- Net income
- $23,777
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Oct 23, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $107,367
Mission and Program Overview
Mission
Communicationofretirementbenefitstomembers
Communication of retirement benefits to members.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Publication of newsletter 10 times year with continually updated information about developments that could impact our members retirement plans. This communication program benefits all 8,300 members. | $0 | $56,781 |
| Scheduling and presenting informational meetings in person and virtual to provide members with current information about the programs and services available to them through the retirement plan and related programs e.g. Medicare. All members benefit from this activity. | $0 | $15,744 |
| We provide financial assistance to our statewide umbrella organization to offset expenses related to advocating against regulatory proposals that may harm our members retirement benefits. This support is crucial in ensuring that all members benefit from the organizations efforts to protect their financial security and future stability. | $0 | $8,542 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| John Michaelson | Past President | PT | $0 | - | - |
| Dena Smith | President | PT | $0 | - | - |
| Yvonne Johnson | 1st Vice President | - | $0 | - | - |
| Virginia Adams | Newsletter Editor And Crcea Delegate | PT | $0 | - | - |
| Deborah Barmack | 2nd Vice President | - | $0 | - | - |
| Vere Williams | Programs | - | $0 | - | - |
| BJ Cruz | Membership | PT | $0 | - | - |
| Ruth Stringer | Member | - | $0 | - | - |
| Janet Ward | Sunshine | - | $0 | - | - |
| Kim Kelly | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- San Bernardino County Retired Employees Association
- EIN
- 95-3471680
- Address
- PO BOX 2323, SN BERNRDNO, CA 92406
Signing Officer
- Name
- Kim Kelly
- Title
- Treasurer
- Phone
- 9095344848
- Signed
- 2025-10-23
Supplemental Narrative
Additional Explanations
Part I, line 8
“| Other Revenues:, Amount:| Member payments for luncheon meetings, $7760| Interest received, $491| Revenue credits to balance, $398|”
Part I, line 10
“| Grants And Similar Amounts Paid:, Amount:| Dues paid to statewide organization of similar organization California Retired County Employees Association, $8542|”
Part I, line 16
“| Other Expenses:, Amount:| Other Expenses: Travel $819; Administration $1,704; Luncheon Expenses $15,744, $18267|”
Raw XML Appendix155 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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|---|---|---|
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 23777 |
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| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 107367 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Dena Smith |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Virginia Adams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Deborah Barmack |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Vere Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BJ Cruz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Ruth Stringer |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Past President |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Newsletter Editor and CRCEA Delegate |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | 2nd Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Programs |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Membership |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Sunshine |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 18267 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 8649 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Communication of retirement benefits to members. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 56781 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Publication of newsletter 10 times year with continually updated information about developments that could impact our members retirement plans. This communication program benefits all 8,300 members. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Scheduling and presenting informational meetings in person and virtual to provide members with current information about the programs and services available to them through the retirement plan and related programs e.g. Medicare. All members benefit from this activity. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | We provide financial assistance to our statewide umbrella organization to offset expenses related to advocating against regulatory proposals that may harm our members retirement benefits. This support is crucial in ensuring that all members benefit from the organizations efforts to protect their financial security and future stability. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 15744 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 8542 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Other Revenues:, Amount:| Member payments for luncheon meetings, $7760| Interest received, $491| Revenue credits to balance, $398| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Grants And Similar Amounts Paid:, Amount:| Dues paid to statewide organization of similar organization California Retired County Employees Association, $8542| |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | | Other Expenses:, Amount:| Other Expenses: Travel $819; Administration $1,704; Luncheon Expenses $15,744, $18267| |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part I, line 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kim Kelly |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9095344848 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SANB |
| ReturnHeader/Filer/EIN | 0 | 953471680 |
| ReturnHeader/Filer/ForeignPhoneNum | 0 | 9095344848 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 2323 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SN BERNRDNO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92406 |
| ReturnHeader/ReturnTs | 0 | 2025-10-22T14:05:21-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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