Nonprofits›San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr
Mutual & Membership Benefit
San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr
SAN DIEGO, CA
Total revenue
$3.8M
Total expenses
$2.3M
Net assets
$11.4M
Grants received
—
EIN
336281020
Tax year
2024
Mission
To provide health and welfare benefit premium credits to the Trust's beneficiaries.
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$3.5M
Investment income$330K
Other revenue—
Total revenue$3.8M
Expenses
Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$106K
Total expenses$2.3M
Total assets$11.4M
Net assets$11.4M
People
8 listed
NameRoleCompensation
Tim Fournier
Trustee (until Aug. 2024)
Board
—
0.5 hrs/wk
Morgan Thornberry
Trustee
Board
—
0.5 hrs/wk
Alicia Rolfe
Co-Chair
Board
—
0.5 hrs/wk
Ron Reese
Co-Chair
Board
—
0.5 hrs/wk
Nguyen Phan
Trustee
Board
—
0.5 hrs/wk
Curtis Walker
Trustee (as of Sept. 2024)
Board
—
0.5 hrs/wk
Nancy Lara
Trustee (unitl Mar. 2024)
Board
—
0.5 hrs/wk
Dana Cherony
Trustee (as of Aug. 2024)
Board
—
0.5 hrs/wk
Details
EIN336281020
NTEE codeY44
Subsection09
Ruling date2000-12
Formed1999
Employees0
Volunteers0