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EIN 33-6281020

San Diego USD-SDEA Joint Employee Welfare Benefits Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
San Diego
State
California
Year formed
1999
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The San Diego Usd-Sdea Joint Employee Welfare Benefits Trust accumulates contributions from the school district to provide health and welfare benefits to eligible retired and laid off unit members, as part of its mission. It accomplishes this through a joint employee welfare benefits trust with the San Diego Education Association.
Related structure
San Diego USD-SDEA Joint Employee Welfare Benefits Trust is a subordinate organization under San Diego Education Association.
Also known as...
San Diego Unified School Dist and S D Edn Association Joint Retiree Med Ben Trust; San Diego Usd-Sdea Joint Retiree Medical Benefits Trust; Kaplan Steven Ttee
Total revenues
$4,003,564
2023
Total expenses
$2,155,452
2023
Total assets
$9,769,777
2023
Num. employees
0
2023

Program areas at San Diego USD-SDEA Joint Employee Welfare Benefits Trust

The trust is a joint employee welfare benefits trust between the San Diego Unified School District and the San Diego Education Association whereby the trust accumulates contributions from the District in order to provide, in whole or in part, health and welfare benefit premium credits to eligible retired and laid off unit members.

Who funds San Diego USD-SDEA Joint Employee Welfare Benefits Trust

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
National Foundation for Autism Research (NFAR)Program Grants$8,500

Personnel at San Diego USD-SDEA Joint Employee Welfare Benefits Trust

NameTitleCompensation
Ron ReeseTrustee$0

Financials for San Diego USD-SDEA Joint Employee Welfare Benefits Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$3,773,086
Investment income and dividends$230,478
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$4,003,564

Form 990s for San Diego USD-SDEA Joint Employee Welfare Benefits Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-27990View PDF
2022-122023-09-26990View PDF
2021-122022-09-07990View PDF
2020-122021-09-15990View PDF
2019-122020-12-07990View PDF
...and 10 more Form 990s
Data update history
December 31, 2023
Received grants
Identified 1 new grant, including a grant for $8,500 from National Foundation for Autism Research (NFAR)
December 2, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 1, 2023
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
Education
Characteristics
State / local levelNo full-time employees
General information
Address
1843 Hotel Cir S 300
San Diego, CA 92108
Metro area
San Diego-Chula Vista-Carlsbad, CA
County
San Diego County, CA
Phone
(619) 278-0021
IRS details
EIN
33-6281020
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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