Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Public Charity
San Bernardino County Retirement Medical Trust
San Bernardino County Retirement Medical Trust, of San Bernardino, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $39.1M in revenue, $9.6M in expenses, $267.5M in total assets.
EIN: 336305813
San Bernardino, CA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$39.1M
Total Expenses$9.6M
Total Assets$267.5M
Grant Records0
Filing Years2020–2024
Where $100 goes at San Bernardino County Retirement Medical Trust
How San Bernardino County Retirement Medical Trust divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.
$97
Programs
the work itself
$3
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $97 for programs
$97
Health reimbursement arrangement by organization had approximately 18,023 participants who received medical care in the amount of $9,176,837
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Trustee
Andy Hartzell
Trustee
Deborah Cherney
Trustee
Debra Plamondon
Trustee
Diane Rundles
Trustee
Ensen Mason
Trustee
Luther Snoke
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $39.1M | $9.6M | $267.5M |
| 2023 | $26.7M | $11.6M | $232.5M |
| 2022 | $25.9M | $11.7M | $198.9M |
| 2020 | $35.5M | $8.5M | $174.9M |
Between 2020 and 2024, reported annual revenue grew from $35.5M to $39.1M (+10%), with total assets most recently reported at $267.5M.
Interactive year-over-year charts and full filing details available with membership.