CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST (EIN 471948283) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

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

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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%)

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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

CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST