CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST

EIN: 471948283 Mutual Benefit

PORTLAND, OR

Total Revenue
$1,920,045
Total Expenses
$1,822,024
Total Assets
$6,252,435
Net Assets
$6,110,306
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
OR
Principal Officer
LEE EBY CO-CHAIR AND TRUSTEE
Phone
5033318200
Tax Period
2023-01-01 to 2023-12-31

CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST, founded in 2015, is a community nonprofit in the Mutual Benefit sector that reported $1.9M in total revenue in fiscal year 2023. Expenses of $1.8M left a modest 5% surplus.

Mission

TO PROVIDE HEALTH BENEFIT PREMIUM ASSISTANCE TO ELIGIBLE EARLY RETIREES AND THEIR SPOUSES PURSUANT TO COLLECTIVE BARGAINING

Program Service Accomplishments

Program 1

TO PROVIDE HEALTH BENEFIT PREMIUM ASSISTANCE TO ELIGIBLE EARLY RETIREES AND THEIR SPOUSES PURSUANT TO COLLECTIVE BARGAINING

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,734,287
Investment Income $185,758
Other Revenue $0
TOTAL REVENUE $1,920,045

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $102,859
TOTAL EXPENSES $1,822,024

Year-over-Year Comparison

2023 2022 Change
Revenue $1,920,045 $1,890,353 +0.0%
Expenses $1,822,024 $1,836,205 0.0%
Net Income $98,021 $54,148 +0.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROSS CLEMSON TRUSTEE 1.00
Director
$0 $0 $0
KRISTI DURHAM TRUSTEE 1.00
Director
$0 $0 $0
CINDY HAGLUND TRUSTEE 1.00
Director
$0 $0 $0
LOREN HELDT TRUSTEE 1.00
Director
$0 $0 $0
STEVE HOHENSEE TRUSTEE 1.00
Director
$0 $0 $0
ED JOHNSON TRUSTEE 1.00
Director
$0 $0 $0
JAMES RHODES TRUSTEE N/A
Director
$0 $0 $0
STEPHEN STEINBERG TRUSTEE 1.00
Director
$0 $0 $0
LEE EBY CO-CHAIR AND TRUSTEE CO-CHAIR AND 1.00
Officer Director
$0 $0 $0
BEN WILEY CO-CHAIR AND 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,920,045 $1,822,024 $6,252,435 $98,021
2022 $1,890,353 $1,836,205 $5,577,202 $54,148
2021 $1,956,235 $1,827,064 $6,526,757 $129,171
2020 $1,814,734 $1,483,039 $5,992,836 $331,695
2019 $1,671,723 $1,298,586 $5,229,066 $373,137
2018 $1,422,885 $1,236,080 $4,211,577 $186,805
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