San Diego Usd-Sdea Joint Employee Welfare Benefits Trust

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 336281020 ✦ San diego, CA ✦ Designated as a 501(c)(9)

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Overview

What is San Diego Usd-Sdea Joint Employee Welfare Benefits Trust?

The San Diego Usd-Sdea Joint Employee Welfare Benefits Trust is a cooperative entity established between the San Diego Unified School District and the San Diego Education Association. Its primary objective is to collect contributions from the school district to partially or fully cover health and welfare benefit premiums for eligible retired and laid-off staff members. Through this trust, these individuals can secure benefits, enhancing their post-employment well-being.

Is San Diego Usd-Sdea Joint Employee Welfare Benefits Trust legitimate?

San Diego Usd-Sdea Joint Employee Welfare Benefits Trust is a legitimate nonprofit organization registered as a 501(c)(9) entity. San Diego Usd-Sdea Joint Employee Welfare Benefits Trust submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here

What is the mission statement of San Diego Usd-Sdea Joint Employee Welfare Benefits Trust?

The San Diego Usd-Sdea Joint Employee Welfare Benefits Trust's mission is to collect contributions from the San Diego Unified School District with the purpose of offering partial or full health and welfare benefit premium credits to its beneficiaries, specifically eligible retired and laid-off unit members. The objective of this trust is to provide financial assistance in maintaining the health and welfare benefits for these individuals. By doing so, the trust aims to support the well-being of its beneficiaries post-employment. The trust operates as a joint initiative between the San Diego Unified School District and the San Diego Education Association, pooling resources to offer this benefit.

What is the revenue of San Diego Usd-Sdea Joint Employee Welfare Benefits Trust?

San Diego Usd-Sdea Joint Employee Welfare Benefits Trust's revenue in 2023 was $4,003,564.

Who are the executives of San Diego Usd-Sdea Joint Employee Welfare Benefits Trust and what are their salaries?

Here are 7 key members and their salaries:


Tim Fournier (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Morgan Thornberry (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alicia Role (Trustee)
  • Compensation: $0
  • Related: $169,769
  • Other: $0
Ron Reese (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nguyen Phan (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scott Mullin (Trustee (Until Feb 2023))
  • Compensation: $0
  • Related: $0
  • Other: $0
Nancy Lara (Trustee (As Of Sept 2023))
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990 for San Diego Usd-Sdea Joint Employee Welfare Benefits Trust?

San Diego Usd-Sdea Joint Employee Welfare Benefits Trust's most recent form 990 was submitted in 2023 and can be accessed here.

Mission Statement of San Diego Usd-Sdea Joint Employee Welfare Benefits Trust

The San Diego Usd-Sdea Joint Employee Welfare Benefits Trust, in essence, gathers contributions from the San Diego Unified School District. This accumulated fund's primary purpose is to offer, partially or in full, health and welfare benefit premium credits to its beneficiaries, which are eligible retired and laid-off unit members. Essentially, the trust acts as a financial resource, providing these individuals with assistance in covering their health and welfare benefit premiums. This support is crucial in helping retired and laid-off employees maintain their well-being, ensuring they have access to essential healthcare services.

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Impact




October, 2024

The San Diego USD-SDEA Joint Employee Welfare Benefits Trust plays a vital role in supporting the health and welfare of eligible retired and laid-off members of the educational community in San Diego. By accumulating contributions from the San Diego Unified School District, the trust ensures that these individuals receive premium credits for their health and welfare benefits. This assistance is crucial for retirees and laid-off employees, who may face financial challenges while seeking to maintain access to essential healthcare services.

Through its focused efforts, the trust enhances the financial security and well-being of its beneficiaries, helping them navigate the complexities of health coverage post-employment. Moreover, by fostering a collaborative relationship between the San Diego Unified School District and the San Diego Education Association, the trust symbolizes a mutual commitment to supporting educators and their families, thereby contributing to the broader educational ecosystem in the region. Overall, the trust's impact is significant in promoting the welfare of those who have dedicated their careers to education, enabling them to secure necessary benefits during challenging times.




This information is meant to be a general summary of San Diego Usd-Sdea Joint Employee Welfare Benefits Trust. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$4,003,564 (2023)
Expenses
$2,155,452 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $230,478
  • Program Service Revenue: $3,773,086
  • Gross Receipts: $4,003,564

Assets and Liabilities:

  • Total Assets: $7,598,575
  • Total Liabilities: $67
  • Net Assets: $7,598,508

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

Contributions

Revenue

$3,773,086

Organization Details

Founding Year

1999

Principal Officer

Ron Reese

NTEE Category

Code: Y44 - Mutual benefit

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