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Nonprofit · EIN 47-1948283

CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU

Tax-exempt · PORTLAND, OR 97208

Financials

$1.9M$1.8M2023$2.5M$2.2M2024
Revenue Expenses · by fiscal year end
Financials of CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,517,250$2,195,817$321,433$6,867,521$166,712$6,700,809
December 31, 2023990$1,920,045$1,822,024$98,021$6,252,435$142,129$6,110,306
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,174,270
Investment income
$342,980
Net gain from sales of assets
$86,612
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,106,249
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$4,400
Accounting fees
$11,638

Balance sheet and other

Total assets, start of year
$6,252,435
Total assets, end of year
$6,867,521
Total liabilities, end of year
$166,712
Net assets, end of year
$6,700,809
Publicly traded securities
$6,228,920
Gross receipts
$3,215,911
Employees
0
Volunteers
0
Year formed
2015
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ROSS CLEMSONTRUSTEE
Trustee or director
1$0
LOREN HELDTTRUSTEE
Trustee or director
1$0
STEVE HOHENSEETRUSTEE
Trustee or director
1$0
JAMES RHODESTRUSTEE
Trustee or director
1$0
STEPHEN STEINBERGTrustee
Trustee or director
1$0
BEN WILEYCO-CHAIR
Trustee or director, Officer
1$0
LEE EBYCo-Chair
Trustee or director, Officer
1$0
ELIZABETH COMFORTTRUSTEE
Trustee or director
1$0
HEATHER PEDERSONTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
ROSS CLEMSONTRUSTEE
Trustee or director
1$0
KRISTI DURHAMTRUSTEE
Trustee or director
1$0
CINDY HAGLUNDTRUSTEE
Trustee or director
1$0
LOREN HELDTTRUSTEE
Trustee or director
1$0
STEVE HOHENSEETRUSTEE
Trustee or director
1$0
ED JOHNSONTRUSTEE
Trustee or director
1$0
JAMES RHODESTRUSTEE
Trustee or director
–$0
STEPHEN STEINBERGTRUSTEE
Trustee or director
1$0
LEE EBY CO-CHAIR AND TRUSTEECO-CHAIR AND
Trustee or director, Officer
1$0
BEN WILEYCO-CHAIR AND
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 4148, PORTLAND, OR 97208-4148
In care of
% THE WILLIAM C EARHART CO INC
Principal officer (990 for 2024)
LEE EBY, PO Box 4148, Portland, OR 97208
Signed the 990
LEE EBY, TRUSTEE
Phone
(503) 331-8200
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

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

990 for the year ended December 31, 2024

Program accomplishments

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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-1948283
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2015
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,867,521
Income (IRS master file)
$3,215,911

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,517,250$2,195,817$6,867,521IRS
990December 2023$1,920,045$1,822,024$6,252,435XML
990December 2022$1,890,353$1,836,205$5,577,202IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1948283).

Questions about CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU

What is the EIN of CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU?
The employer identification number (EIN) of CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU is 47-1948283.
Is CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
Are donations to CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU?
The 990 for the year ended December 31, 2024 names LEE EBY.
Who are the officers and directors of CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does CLACKAMAS COUNTY SHERIFFS OFFICE INDEPENDENT RETIREMENT MEDICAL TRU have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,517,250, expenses of $2,195,817 and total assets of $6,867,521 at year end.

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