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San Diego County Public Safety Retiree Medical Tr

  • San Diego, CA
  • Tax-exempt since Nov. 2014
  • EIN: 46-4728761

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.

Summary charts: organization finances over time

Revenue
$3.52M (2023)

Expenses
$978k (2023)

Total Assets
$28.9M (2023)

Total Liabilities
$120k (2023)

Source: Form 990 tax filings from 2014 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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,523,017
Expenses
$977,554
Net Income
$2,545,463
Net Assets
$28,789,011
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,767,864
78.6%
Investment Income $755,153
21.4%
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 $28,909,264
Total Liabilities $120,253
Net Assets $28,789,011
Compensation
Key Employees and Officers Compensation Related Other
Jose Gutierrez (Chair) $0 $0 $0
Matthew Leighton (Trustee) $0 $0 $0
Timothy Richards (Trustee) $0 $0 $0
Mike O'deane (Trustee) $0 $0 $0
Scoot Stallman (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 12, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,330,933
Expenses
$771,996
Net Income
$2,558,937
Net Assets
$23,420,397
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,712,927
81.4%
Investment Income $618,006
18.6%
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 $23,507,252
Total Liabilities $86,855
Net Assets $23,420,397
Compensation
Key Employees and Officers Compensation Related Other
Dave Leonhardi (Chair) $0 $0 $0
Yazalia Moran (Trustee) $0 $0 $0
Scott Laudner (Trustee) $0 $0 $0
Marlon Mccurdy (Trustee) $0 $0 $0
Scoot Stallman (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 4, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,352,107
Expenses
$745,285
Net Income
$2,606,822
Net Assets
$25,433,453
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,693,660
80.4%
Investment Income $658,447
19.6%
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 $25,508,006
Total Liabilities $74,553
Net Assets $25,433,453
Compensation
Key Employees and Officers Compensation Related Other
David Schaller (Chair) $0 $0 $0
Yazalia Moran (Trustee) $0 $0 $0
Scott Laudner (Trustee) $0 $0 $0
Marlon Mccurdy (Trustee) $0 $0 $0
Scoot Stallman (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 11, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,344,513
Expenses
$645,399
Net Income
$3,699,114
Net Assets
$20,349,353
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,867,750
66.0%
Investment Income $156,994
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,319,769
30.4%
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 $20,441,094
Total Liabilities $91,741
Net Assets $20,349,353
Compensation
Key Employees and Officers Compensation Related Other
David Schaller (Chair) $0 $0 $0
Jose Robles (Trustee) $0 $0 $0
Scott Laudner (Trustee) $0 $0 $0
Marlon Mccurdy (Trustee) $0 $0 $0
Scoot Stallman (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 11, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,040,028
Expenses
$435,047
Net Income
$3,604,981
Net Assets
$15,893,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,553,479
63.2%
Investment Income $280,314
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,206,235
29.9%
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 $15,894,677
Total Liabilities $1,182
Net Assets $15,893,495
Compensation
Key Employees and Officers Compensation Related Other
David Schaller (Chair) $0 $0 $0
Jose Robles (Trustee) $0 $0 $0
Scott Laudner (Trustee) $0 $0 $0
Marlon Mccurdy (Trustee) $0 $0 $0
Scott Stallman (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 5, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,830,709
Expenses
$466,476
Net Income
$2,364,233
Net Assets
$11,346,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,483,213
87.7%
Investment Income $216,587
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $130,909
4.6%
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 $11,347,843
Total Liabilities $1,353
Net Assets $11,346,490
Compensation
Key Employees and Officers Compensation Related Other
David Schaller (Chair) $0 $0 $0
Jose Robles (Trustee) $0 $0 $0
Scott Laudner (Trustee) $0 $0 $0
Marlon Mccurdy (Trustee) $0 $0 $0
Scott Stallman (Trustee) $0 $0 $0
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990
Filed on Nov. 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,760,059
Expenses
$317,434
Net Income
$2,442,625
Net Assets
$9,671,088
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,524,772
91.5%
Investment Income $161,269
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $74,018
2.7%
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 $9,761,831
Total Liabilities $90,743
Net Assets $9,671,088
Compensation
Key Employees and Officers Compensation Related Other
David Schaller (Chair) $0 $0 $0
Jose Robles (Trustee) $0 $0 $0
Scott Laudner (Trustee) $0 $0 $0
Jeff Webdell (Trustee) $0 $0 $0
Richard King (Trustee) $0 $0 $0
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990
Filed on Nov. 8, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,717,233
Expenses
$235,927
Net Income
$2,481,306
Net Assets
$6,464,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,478,639
91.2%
Investment Income $98,065
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $140,529
5.2%
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 $6,467,919
Total Liabilities $3,832
Net Assets $6,464,087
Compensation
Key Employees and Officers Compensation Related Other
Dave Schaller (Chairman) $0 $0 $0
Jose Robles (Trustee) $0 $0 $0
Ernie Susi (Trustee) $0 $0 $0
Matt O'deane (Trustee) $0 $0 $0
Shane Stiles (Trustee) $0 $0 $0
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990
Filed on Nov. 14, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,508,972
Expenses
$219,506
Net Income
$2,289,466
Net Assets
$3,816,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,398,616
95.6%
Investment Income $110,356
4.4%
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 $3,817,300
Total Liabilities $640
Net Assets $3,816,660
Compensation
Key Employees and Officers Compensation Related Other
Dave Schaller (Chairman) $0 $0 $0
Jose Robles (Trustee) $0 $0 $0
Ernie Susi (Trustee) $0 $0 $0
Matt O'deane (Trustee) $0 $0 $0
Matthew Clay (Trustee) $0 $0 $0
Shane Stiles (Trustee) $0 $0 $0
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990
Filed on Nov. 12, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,908,470
Expenses
$158,049
Net Income
$1,750,421
Net Assets
$1,715,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,863,803
97.7%
Investment Income $45,375
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$708
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,718,939
Total Liabilities $3,685
Net Assets $1,715,254
Compensation
Key Employees and Officers Compensation Related Other
Dave Schaller (Trustee) $0 $0 $0
Jose Robles (Trustee) $0 $0 $0
Ernie Susi (Trustee) $0 $0 $0
Matt O'deane (Trustee) $0 $0 $0
Matthew Clay (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2015

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

View Filing
PDF XML

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.

API

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

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.

Updated