County Of San Joaquin Ca Retiree Health Reimbursement Arrangement

  • Columbus, OH
  • Tax exemption issued: Jan. 2013
  • EIN: 37-6495111

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending June
2026

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,741
Expenses
$160,368
Net Income
-$73,627
Net Assets
$3,575,888
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,741
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,575,888
Total Liabilities $0
Net Assets $3,575,888
Compensation
Key Employees and Officers Compensation Related Other
Nationwide Trust Company Fsb (Trustee) $0 $0 $0
Frank Bertone (Chief Trust Officer) $0 $0 $0
Holly Jerig (Trust Officer) $0 $0 $0

Document Links

990
Filed on July 14, 2026

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,400
Expenses
$190,521
Net Income
-$110,121
Net Assets
$3,510,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,400
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,510,818
Total Liabilities $0
Net Assets $3,510,818
Compensation
Key Employees and Officers Compensation Related Other
Nationwide Trust Company Fsb (Trustee) $0 $0 $0
Paula Miller (Chief Trust Officer) $0 $0 $0
Holly Jerig (Trust Officer) $0 $0 $0

Document Links

990
Filed on Sept. 24, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$97,275
Expenses
$184,619
Net Income
-$87,344
Net Assets
$3,498,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $97,275
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,498,191
Total Liabilities $0
Net Assets $3,498,191
Compensation
Key Employees and Officers Compensation Related Other
Nationwide Trust Company Fsb (Trustee) $0 $0 $0
Paula Miller (Chief Trust Officer) $0 $0 $0
Holly Jerig (Trust Officer) $0 $0 $0

Document Links

990
Filed on Aug. 2, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,200
Expenses
$153,929
Net Income
-$64,729
Net Assets
$3,451,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,200
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,451,581
Total Liabilities $0
Net Assets $3,451,581
Compensation
Key Employees and Officers Compensation Related Other
Nationwide Trust Company Fsb (Trustee) $0 $0 $0
Paula Miller (Chief Trust Officer) $0 $0 $0
Holly Jerig (Trust Officer) $0 $0 $0

Document Links

990
Filed on Aug. 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$94,400
Expenses
$85,341
Net Income
$9,059
Net Assets
$3,402,906
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $94,400
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,402,906
Total Liabilities $0
Net Assets $3,402,906
Compensation
Key Employees and Officers Compensation Related Other
Paula Miller (Chief Trust Officer) $0 $0 $0

Document Links

990
Filed on Feb. 22, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$299,597
Expenses
$95,311
Net Income
$204,286
Net Assets
$3,364,362
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,400
42.2%
Program Services $0
Investment Income $173,197
57.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,364,362
Total Liabilities $0
Net Assets $3,364,362
Compensation
Key Employees and Officers Compensation Related Other
Brandi Hopkins Director Of Hr (Director) $0 $0 $0
Reliance Trust Company (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 20, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,569
Expenses
$103,418
Net Income
$161,151
Net Assets
$3,160,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,800
66.8%
Program Services $0
Investment Income $87,769
33.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,160,076
Total Liabilities $0
Net Assets $3,160,076
Compensation
Key Employees and Officers Compensation Related Other
Brandi Hopkins Director Of Hr (Director) $0 $0 $0
Reliance Trust Company (Trustee) $0 $0 $0

Document Links

990
Filed on Aug. 18, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$370,132
Expenses
$110,531
Net Income
$259,601
Net Assets
$2,998,925
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $174,000
47.0%
Investment Income $98,066
26.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $98,066
26.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,998,925
Total Liabilities $0
Net Assets $2,998,925

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$316,223
Expenses
$96,067
Net Income
$220,156
Net Assets
$2,837,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $216,800
68.6%
Investment Income $99,423
31.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,837,390
Total Liabilities $0
Net Assets $2,837,390

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$307,652
Expenses
$89,182
Net Income
$218,470
Net Assets
$2,617,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $214,400
69.7%
Investment Income $93,252
30.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,617,235
Total Liabilities $0
Net Assets $2,617,235

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$338,812
Expenses
$90,105
Net Income
$248,707
Net Assets
$2,398,765
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $212,000
62.6%
Investment Income $63,406
18.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $63,406
18.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,398,765
Total Liabilities $0
Net Assets $2,398,765

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$285,620
Expenses
$47,315
Net Income
$238,305
Net Assets
$2,213,494
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $218,878
76.6%
Investment Income $66,742
23.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,213,494
Total Liabilities $0
Net Assets $2,213,494

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,350
Expenses
$40,050
Net Income
$252,300
Net Assets
$1,975,159
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $219,600
75.1%
Investment Income $72,750
24.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,975,159
Total Liabilities $0
Net Assets $1,975,159

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$289,300
Expenses
$47,427
Net Income
$241,873
Net Assets
$1,722,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $231,200
79.9%
Investment Income $58,100
20.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,722,859
Total Liabilities $0
Net Assets $1,722,859

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$257,580
Expenses
$33,188
Net Income
$224,392
Net Assets
$1,480,986
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $216,883
84.2%
Investment Income $40,697
15.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,480,986
Total Liabilities $0
Net Assets $1,480,986

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated