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San Diego City Employees Retiree Medical Trust

  • San Diego, CA
  • Tax-exempt since Oct. 2013
  • EIN: 45-4698959

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 / Insurance Providers, Services (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$21.3M (2023)

Expenses
$12.3M (2023)

Total Assets
$240M (2023)

Total Liabilities
$22.2k (2023)

Source: Form 990 tax filings from 2013 to 2023

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,277,116
Expenses
$12,343,069
Net Income
$8,934,047
Net Assets
$240,400,590
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,343,906
81.5%
Investment Income $6,670,243
31.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,737,033
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 $240,422,787
Total Liabilities $22,197
Net Assets $240,400,590
Compensation
Key Employees and Officers Compensation Related Other
Michael Zucchet (Secretary) $0 $288,013 $39,959
Joel Tien (Trustee) $0 $163,885 $23,440
Mike Carr (Trustee) $0 $101,949 $17,331
Andres Alva Cardenes (Trustee) $0 $80,774 $0
Debra Bevier (Chairman) $0 $0 $0
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Document Links

990
Filed on Jan. 16, 2024

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

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,450,538
Expenses
$10,836,298
Net Income
$20,614,240
Net Assets
$249,032,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,389,847
71.2%
Investment Income $9,060,691
28.8%
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 $249,053,704
Total Liabilities $20,864
Net Assets $249,032,840
Compensation
Key Employees and Officers Compensation Related Other
Debra Bevier (Chairman) $0 $0 $0
Michael Zucchet (Secretary) $0 $279,917 $39,062
Joel Tien (Trustee) $0 $159,366 $23,200
Mike Carr (Trustee) $0 $66,402 $27,741
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Document Links

990
Filed on Feb. 2, 2023

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

View Filing
XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,810,860
Expenses
$9,051,232
Net Income
$18,759,628
Net Assets
$241,511,895
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,107,462
79.5%
Investment Income $5,703,398
20.5%
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 $241,533,875
Total Liabilities $21,980
Net Assets $241,511,895
Compensation
Key Employees and Officers Compensation Related Other
Debra Bevier (Chairman) $0 $0 $0
Michael Zucchet (Secretary) $0 $272,391 $48,519
Joel Tien (Trustee) $0 $171,934 $0
Maureen Hodges (Trustee (Thru 07/20)) $0 $0 $0
Mike Carr (Trustee (As Of 07/20)) $0 $99,304 $0
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Document Links

990
Filed on Oct. 20, 2021

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

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,749,305
Expenses
$8,329,594
Net Income
$20,419,711
Net Assets
$179,975,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,437,861
74.6%
Investment Income $7,305,458
25.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,986
0.0%
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 $179,993,093
Total Liabilities $17,847
Net Assets $179,975,246
Compensation
Key Employees and Officers Compensation Related Other
Debra Bevier (Chairman) $0 $109,009 $0
Michael Zucchet (Secretary) $0 $265,785 $29,236
Maureen Hodges (Trustee) $0 $89,038 $0
Joel Tien (Trustee) $0 $150,055 $0
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990
Filed on Dec. 18, 2020

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

View Filing
XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,715,730
Expenses
$5,424,176
Net Income
$20,291,554
Net Assets
$171,040,491
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,934,276
77.5%
Investment Income $4,711,087
18.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,070,367
4.2%
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 $171,047,260
Total Liabilities $6,769
Net Assets $171,040,491
Compensation
Key Employees and Officers Compensation Related Other
Debra Bevier (Chairman) $0 $109,009 $0
Michael Zucchet (Secretary) $0 $234,576 $38,152
Louis Maggi Thru 0219 (Trustee) $0 $0 $0
Maureen Hodges (Trustee) $0 $70,221 $0
Joel Tien As Of 0219 (Trustee) $0 $140,057 $0
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Document Links

990
Filed on Nov. 12, 2019

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

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,806,775
Expenses
$4,063,519
Net Income
$20,743,256
Net Assets
$150,083,986
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,714,998
87.5%
Investment Income $3,126,851
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$35,074
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 $150,084,297
Total Liabilities $311
Net Assets $150,083,986
Compensation
Key Employees and Officers Compensation Related Other
Debra Bevier (Chairman) $0 $157,000 $0
Michael Zucchet (Secretary) $0 $247,975 $27,277
James Gartland Thru 218 (Trustee) $0 $0 $0
Franklin Lamberth Thru 1117 (Trustee) $0 $0 $0
Louis Maggi (Trustee) $0 $124,974 $0
Maureen Hodges As Of 218 (Trustee) $0 $58,384 $0
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Document Links

990
Filed on Nov. 6, 2018

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

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,364,560
Expenses
$3,058,934
Net Income
$22,305,626
Net Assets
$125,136,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,111,486
91.1%
Investment Income $2,534,341
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$281,267
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 $125,139,514
Total Liabilities $2,531
Net Assets $125,136,983
Compensation
Key Employees and Officers Compensation Related Other
Debra Bevier (Chairman) $0 $157,000 $0
Michael Zucchet (Secretary) $0 $211,438 $34,579
James Gartland (Trustee) $0 $125,000 $0
Franklin Lamberth (Trustee) $0 $63,000 $0
Louis Maggi (T Rustee) $0 $102,845 $0
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990
Filed on Feb. 13, 2018

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

View Filing
XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,758,753
Expenses
$2,076,415
Net Income
$22,682,338
Net Assets
$100,059,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,219,608
93.8%
Investment Income $1,910,209
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$371,064
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 $100,061,348
Total Liabilities $1,686
Net Assets $100,059,662
Compensation
Key Employees and Officers Compensation Related Other
Debra Bevier (Chairman) $0 $157,000 $0
Michael Zucchet (Secretary) $0 $217,950 $36,510
James Gartland (Trustee) $0 $101,000 $0
Franklin Lamberth (Trustee) $0 $63,000 $0
Louis Maggi (T Rustee) $0 $88,361 $0
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Document Links

990
Filed on Feb. 14, 2017

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

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,426,502
Expenses
$1,415,274
Net Income
$19,011,228
Net Assets
$79,103,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,827,221
92.2%
Investment Income $1,599,281
7.8%
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 $79,103,745
Total Liabilities $554
Net Assets $79,103,191
Compensation
Key Employees and Officers Compensation Related Other
Debra Bevier (Chairman) $0 $143,000 $0
Michael Zucchet (Secretary) $0 $200,683 $34,146
James Gartland (Trustee) $0 $112,000 $0
Franklin Lamberth (Trustee) $0 $65,000 $0
Jeff Jordon (Trustee) $0 $101,579 $0
Lou Maggi (Trustee) $0 $88,361 $0
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990
Filed on Feb. 12, 2016

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

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,606,660
Expenses
$784,444
Net Income
$17,822,216
Net Assets
$59,171,897
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,555,937
94.4%
Investment Income $1,050,723
5.6%
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 $59,241,158
Total Liabilities $69,261
Net Assets $59,171,897

Document Links

990

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

PDF

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,267,868
Expenses
$350,957
Net Income
$39,916,911
Net Assets
$40,535,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,827,969
98.9%
Investment Income $439,899
1.1%
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 $40,636,165
Total Liabilities $100,623
Net Assets $40,535,542

Document Links

990

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

PDF

About 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 information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include 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 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?

Every organization that has been recognized as tax exempt by the IRS has to file 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 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."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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 EINs 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. Bulk PDF downloads since 2017 are available from the IRS.
  • 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.

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Byline

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

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