Nonprofit · EIN 95-3471680
SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION
Also known as Retired Employees of San Bernardino County
Tax-exempt · SN BERNRDNO, CA 92406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $107,367 | $83,590 | $23,777 | $252,383 | – | $252,383 |
| June 30, 2024 | 990-EZ | $100,896 | $73,430 | $27,466 | $228,606 | – | $228,606 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $98,718
- Program service revenue
- $0
- Other revenue
- $8,649
Expenses
- Grants and similar amounts paid
- $8,542
- Compensation of officers, directors and key employees
- $0
- Printing, publications and postage
- $56,781
- Other expenses
- $18,267
- Program services (functional)
- $81,067
Balance sheet and other
- Total assets, start of year
- $228,606
- Total assets, end of year
- $252,383
- Total liabilities, end of year
- –
- Net assets, end of year
- $252,383
- Cash, savings and investments
- $252,383
- Gross receipts
- $107,367
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Michaelson | Past President | 5 | $0 |
| Dena Smith | President | 15 | $0 |
| Yvonne Johnson | 1st Vice President | 3 | $0 |
| Virginia Adams | Newsletter Editor and CRCEA Delegate | 5 | $0 |
| Deborah Barmack | 2nd Vice President | 3 | $0 |
| Vere Williams | Programs | 2 | $0 |
| BJ Cruz | Membership | 5 | $0 |
| Ruth Stringer | Member | 2 | $0 |
| Janet Ward | Sunshine | 3 | $0 |
| Kim Kelly | Treasurer | 8 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Michaelson | Past President | 5 | $0 |
| Dena Smith | President | 4 | $0 |
| Yvonne Johnson | Secretary | 3 | $0 |
| Virginia Adams | Newsletter Editor and CRCEA Delegate | 5 | $0 |
| Deborah Barmack | Past President | 3 | $0 |
| Vere Williams | Programs | 2 | $0 |
| BJ Cruz | Membership | 5 | $0 |
| Ruth Stringer | Conference Co-Chair | 2 | $0 |
| Janet Ward | Sunshine0 | 3 | $0 |
| Katrina Turturro | Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2323, SN BERNRDNO, CA 92406-2323
- In care of
- % DENA M SMITH
- Mailing address (990-N for 2008)
- PO Box 2323, San Bernardino CA 92406
- Principal officer (990-N for 2008)
- A B Brand, 19991 Crow Road, Apple Valley CA 92307
- Signed the 990-EZ
- Kim Kelly, Treasurer
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3471680 or by the name SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Communication of retirement benefits to members.
Program accomplishments
- Publication of newsletter 10 times year with continually updated information about developments that could impact our members retirement plans. This communication program benefits all 8,300 members.Expenses $56,781
- Scheduling and presenting informational meetings in person and virtual to provide members with current information about the programs and services available to them through the retirement plan and related programs e.g. Medicare. All members benefit from this activity.Expenses $15,744
- We provide financial assistance to our statewide umbrella organization to offset expenses related to advocating against regulatory proposals that may harm our members retirement benefits. This support is crucial in ensuring that all members benefit from the organizations efforts to protect their financial security and future stability.Expenses $8,542
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 95-3471680
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $252,383
- Income (IRS master file)
- $107,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $107,367 | $83,590 | $252,383 | XML |
| 990-EZ | June 2024 | $100,896 | $73,430 | $228,606 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2008 Officer: A B Brand | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 95-3471680).
Questions about SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION
- What is the EIN of SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION?
- The employer identification number (EIN) of SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION is 95-3471680.
- Is SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1980.
- Are donations to SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION 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 SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION?
- The 990-N for 2008 names A B Brand.
- Who are the officers and directors of SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SAN BERNARDINO COUNTY RETIRED EMPLOYEES ASSOCIATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $107,367, expenses of $83,590 and total assets of $252,383 at year end.
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