SAN DIEGO USD-SDEA JOINT EMPLOYEE WELFARE BENEFITS TRUST Charity Report

Public IRS 990 nonprofit record

SAN DIEGO USD-SDEA JOINT EMPLOYEE WELFARE BENEFITS TRUST

EIN 33-6281020 · Voluntary Employees Beneficiary Associations Government) (Y44)

What they do

to Accumulate Contributions From The San Diego Unified School District In Order to Provide, In Whole or In Part, Health and Welfare Benefit Premium Credits to The Trusts Beneficiaries: Eligible Retired and Laid Off Unit Members.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $96.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders8 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.18%of revenue went to mission work96.4% of expenses · Program services

$61.17spent for every $100 of revenueRevenue covered expenses this year.

2.84%of revenue went to management and office costs3.6% of expenses

$4.93in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,140,132

Mission workProgram services$2,360,65475.18% of revenue96.4% of expenses

ManagementOffice and general costs$89,2312.84% of revenue3.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$690,24721.98% of revenueShown in gray on the chart

Total expenses$2,449,88578.02% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2022CurrentExpense mix: 96.4% mission · 3.6% management · 0.0% fundraisingTotal expenses: 78.02% of revenue

2021Expense mix: 96.3% mission · 3.7% management · 0.0% fundraisingTotal expenses: 79.26% of revenue

2020Expense mix: 97.0% mission · 3.0% management · 0.0% fundraisingTotal expenses: 89.45% of revenue

2019Expense mix: 97.3% mission · 2.7% management · 0.0% fundraisingTotal expenses: 106.15% of revenue

2018Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 128.51% of revenue

2017Expense mix: 96.8% mission · 3.2% management · 0.0% fundraisingTotal expenses: 124.34% of revenue

2016Expense mix: 96.5% mission · 3.5% management · 0.0% fundraisingTotal expenses: 108.26% of revenue

Money in and money out

Revenue$3,800,024

Expenses$2,324,294

Annual surplus $1,475,730 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,360,654 · 101.6% of expenses

This source amount exceeds total expenses; compare the filing details carefully.

Management and office costs$89,231 · 3.8% of expenses

See all reported dollar amounts

Revenue$3,800,024

Expenses$2,324,294

Assets$11,448,324

Income$3,800,024

Mission work (program services)$2,360,654

Stocks and bonds$7,432,979

Accounting fees$18,583

Investing fees$22,409

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (8)

ALICIA ROLFECO-CHAIR

CURTIS WALKERTRUSTEE (AS OF SEPT. 2024)

DANA CHERONYTRUSTEE (AS OF AUG. 2024)

MORGAN THORNBERRYTRUSTEE

NANCY LARATRUSTEE (UNITL MAR. 2024)

NGUYEN PHANTRUSTEE

RON REESECO-CHAIR

TIM FOURNIERTRUSTEE (UNTIL AUG. 2024)

About this charity

Recognized since: January 2000
Location: 1843 HOTEL CIR S STE 300, SAN DIEGO, CA 92108-3322
County: San Diego
In care of: % BONNIE SALCIDO
Primary officer: Ron Reese, Co-Chair

How to reach them

Phone(619) 278-0021

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: EIDE BAILLY LLP
NTEE classification: Voluntary Employees Beneficiary Associations Government) (Y44)
IRS tax category: Voluntary Employees Beneficiary Associations Government)