Form 990 for tax year 2025
Filed by SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC.
Totals
- Total revenue
- $1,206,757,001
- Total expenses
- $1,223,013,681
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,202,926,582
- Investment income
- $3,830,181
- Other revenue
- $238
- Total assets, end of year
- $185,673,942
- Total liabilities, end of year
- $44,583,809
- Net assets or fund balances, end of year
- $141,090,133
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: DISTRICT CONTRIBUTIONS
total $1,202,926,582 · related or exempt $1,202,926,582
-
3 · Investment income
total $3,830,181 · unrelated business $3,830,181
-
6a · Gross rents
real property $360,988
-
6b · Less rental expenses
real property $360,750
-
6c · Rental income or loss
real property $238
-
6d · Net rental income or loss
total $238 · unrelated business $238
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $1,185,099,778
-
11b · Fees: legal
total $176,417
-
11c · Fees: accounting
total $215,503
-
14 · Information technology
total $2,970,823
-
16 · Occupancy
total $1,015,320
-
19 · Conferences, conventions and meetings
total $331,267
-
22 · Depreciation, depletion and amortization
total $636,019
-
23 · Insurance
total $331,742
-
24a · Other expenses: TRUST ADMIN FEE
total $9,665,408
-
24b · Other expenses: OTHER DEDUCTION
total $7,935,311
-
24c · Other expenses: PROGRAM SUPPORT
total $7,296,386
-
24d · Other expenses: COMMUNICATION
total $5,723,991
-
24e · All other expenses
total $1,615,716
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $76,434,613 · end of year $62,513,334
-
4 · Accounts receivable
beginning of year $2,008,980 · end of year $1,423,724
-
9 · Prepaid expenses and deferred charges
beginning of year $1,660,801 · end of year $6,451,571
-
10a · Land, buildings and equipment: cost or other basis
$34,315,598
-
10b · Land, buildings and equipment: accumulated depreciation
$5,074,006
-
10c · Land, buildings and equipment, net
beginning of year $27,288,497 · end of year $29,241,592
-
11 · Investments: publicly traded securities
beginning of year $51,739,974 · end of year $50,030,072
-
12 · Investments: other securities
beginning of year $27,600,000 · end of year $25,552,067
-
15 · Other assets
beginning of year $773,959 · end of year $10,461,582
-
17 · Accounts payable and accrued expenses
beginning of year $1,399,566 · end of year $2,132,032
-
19 · Deferred revenue
beginning of year $33,505,321 · end of year $38,678,777
-
25 · Other liabilities
beginning of year $3,773,000 · end of year $3,773,000
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $148,828,937 · end of year $141,090,133
Mission and programs · 2025
Mission
THE VEBA IS A JOINT LABOR-MGMT ASSOC OF PARTICIPANT DISTRICTS IN CALIFORNIA. THE VEBA PROVIDES INSURANCE COVERAGE TO EMPLOYEES, RETIREES & DEPENDENTS OF THE MEMBER DISTRICTS.
-
THE VEBA IS A JOINT LABOR-MGMT ASSOC OF PARTICIPANT DISTRICTS IN CALIFORNIA. THE VEBA PROVIDES INSURANCE COVERAGE TO NEARLY 150,000 EMPLOYEES, RETIREES & DEPENDENTS OF THE MEMBER DISTRICTS.
As filed on the 2025 return.
Listed in Part VII
-
Brian DuffyBRIAN DUFFY
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 38 related
-
Robin WatkinsROBIN WATKINS
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 38 related
-
Tina DouglasTINA DOUGLAS
DIRECTOR (UNTIL SEPT 25)
- Total calculated
- $237,379
- From this org
- $0
- From related orgs
- $237,379
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $237,379 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $237,379 related
-
Moises AguirreMOISES AGUIRRE
DIRECTOR
- Total calculated
- $406,096
- From this org
- $0
- From related orgs
- $303,234
- Other
- $102,862
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $303,234 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $85,297 related
- Nontaxable benefits
- $0 + $17,565 related
- Filer's total
- $0 + $406,096 related
-
Betty Robles-LealBETTY ROBLES-LEAL
DIRECTOR
- Total calculated
- $308,855
- From this org
- $0
- From related orgs
- $240,399
- Other
- $68,456
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $240,399 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $47,000 related
- Nontaxable benefits
- $0 + $21,456 related
- Filer's total
- $0 + $308,855 related
-
Ahmad SwintonAHMAD SWINTON
DIRECTOR (UNTIL SEPT 25)
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Clark HamptonCLARK HAMPTON
DIRECTOR
- Total calculated
- $333,149
- From this org
- $0
- From related orgs
- $333,149
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $333,149 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $333,149 related
-
Ronda WalenRONDA WALEN
DIRECTOR
- Total calculated
- $17,107
- From this org
- $0
- From related orgs
- $17,107
- Other
- $0
- Hours/week
- 1 + 39 related
-
Gregg RobinsonGREGG ROBINSON
DIRECTOR
- Total calculated
- $55,644
- From this org
- $0
- From related orgs
- $55,644
- Other
- $0
- Hours/week
- 1 + 39 related
-
Debra SchadeDEBRA SCHADE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James MessinaJAMES MESSINA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Espie MedellinESPIE MEDELLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Helen FariasHELEN FARIAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Michael SimonsonMICHAEL SIMONSON
DIRECTOR
- Total calculated
- $417,519
- From this org
- $0
- From related orgs
- $307,749
- Other
- $109,770
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $307,749 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $78,419 related
- Nontaxable benefits
- $0 + $31,351 related
- Filer's total
- $0 + $417,519 related
-
Jonathan MelloJONATHAN MELLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Michael BreyetteMICHAEL BREYETTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Fabiola BagulaFABIOLA BAGULA
DIRECTOR
- Total calculated
- $495,329
- From this org
- $0
- From related orgs
- $457,817
- Other
- $37,512
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $442,817 related
- Bonus
- $0
- Other
- $0 + $15,000 related
- Deferred
- $0 + $7,500 related
- Nontaxable benefits
- $0 + $30,427 related
- Filer's total
- $0 + $495,744 related
-
Jon PetersonJON PETERSON
DIRECTOR
- Total calculated
- $378,372
- From this org
- $0
- From related orgs
- $291,256
- Other
- $87,116
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $286,951 related
- Bonus
- $0 + $4,305 related
- Other
- $0
- Deferred
- $0 + $56,576 related
- Nontaxable benefits
- $0 + $30,540 related
- Filer's total
- $0 + $378,372 related
-
Mark ReaglesMARK REAGLES
DIRECTOR (AS OF SEPT 25)
- Total calculated
- $76,892
- From this org
- $0
- From related orgs
- $76,892
- Other
- $0
- Hours/week
- 1 + 39 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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AFT LOCAL 1521
-
ALPINE UNION SCHOOL DISTRICT
-
AMERICAN FEDERATION OF TEACHERS
-
BONSALL UNION SCHOOL DISTRICT
-
BORREGO SPRINGS UNIFIED SCHOOL DIST
-
BRENTWOOD UNIFIED SCHOOL DISTRICT
-
CAJON VALLEY SCHOOL DISTRICT
-
CAL POLY POMONA FOUNDATION INC
-
CALIFORNIA FEDERATION OF TEACHERS
-
CALIFORNIA INTERSCHOLASTIC FEDERATION
-
CALIFORNIA LABOR FEDERATION
-
CAPISTRANO UNIFIED SCHOOL DISTRICT
-
CARDIFF SCHOOL DISTRICT
-
CHARTER OAK UNIFIED SCHOOL DISTRICT
-
CHULA VISTA ELEMENTARY
-
CLAREMONT UNIFIED SCHOOL DISTRICT
-
COMPTON UNIFIED SCHOOL DISTRICT
-
COPPER MOUNTAIN COMMUNITY COLLEGE DIST
-
CORONADO UNIFIED SCHOOL DISTRICT
-
CORONA-NORCO UNIFIED SCHOOL DISTRICT
-
COUNTY OF SAN DIEGO
-
CYPRESS SCHOOL DISTRICT
-
DARNALL CHARTER SCHOOL
-
DEHESA SCHOOL DISTRICT
-
EL MONTE HIGH SCHOOL
-
ESCONDIDO ELEMENTARY
-
ESCONDIDO UNION SCHOOL DISTRICT
-
FALLBROOK UNION ELEMENTARY
-
GROSSMONT-CUYAMACA CCD
-
GROSSMONT UNION HIGH
-
HOLTVILLE UNIFIED SCHOOL DISTRICT
-
HUNTINGTON BEACH CITY SCHOOL DISTRICT
-
HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT
-
IMPERIAL COUNTY OFFICE OF EDUCATION
-
JAMUL-DULZURA UNION SCHOOL DISTRICT
-
JULIAN UNION ELEMENTARY
-
JULIAN UNION SCHOOL DISTRICT
-
JURUPA AREA REC & PARK DIST
-
LA MESA-SPRING VALLEY SCHOOL DISTRICT
-
LAKESIDE UNION SCHOOL DISTRICT
-
LEMON GROVE SCHOOL DISTRICT
-
LENNOX SCHOOL DISTRICT
-
MAAC COMMUNITY CHARTER SCHOOL
-
MORGAN HILL UNIFIED SCHOOL DISTRICT
-
MOUNTAIN EMPIRE SCHOOL DISTRICT
-
NATIONAL CITY SCHOOL DISTRICT
-
OCEANSIDE UNIFIED SCHOOL DISTRICT
-
PACIFIC VIEW CHARTER SCHOOL
-
RANCHO SANTA FE SCHOOL DISTRICT
-
RIVERSIDE UNIFIED SCHOOL DISTRICT
-
SAN BERNARDINO CITY USD
-
SAN DIEGUITO UNION HIGH SCHOOL DIST
-
SAN MARCOS UNIFIED SCHOOL DISTRICT
-
SAN PASQUAL UNION SCHOOL DISTRICT
-
SAN YSIDRO SCHOOL DISTRICT
-
SD COMMUNITY COLLEGE
-
SD OFFICE OF EDUCATION
-
SD UNIFIED SCHOOLS
-
SOLANA BEACH SCHOOL DISTRICT
-
SOUTH BAY UNION SCHOOL DISTRICT
-
SOUTHWESTERN COMMUNITY COLLEGE DIST
-
SPENCER VALLEY SCHOOL DISTRICT
-
SWEETWATER SCHOOL DISTRICT
-
VALLECITOS SCHOOL DISTRICT
-
VALLEY CENTER-PAUMA UNIFIED
-
VICTOR VALLEY WASTEWATER RECLAMATION AUTHORITY
-
VISTA UNIFIED SCHOOL DISTRICT
-
WARNER UNIFIED SCHOOL DISTRICT
-
WEST COVINA UNIFIED SCHOOL DISTRICT
-
YUCAIPA-CALIMESA JOINT UNIF SCHOOL D
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
VEBA HEALTH CARE SOLUTIONS INC
C · WELFARE FUND · CA · 100% owned · share of income $7,902,418 · share of assets $12,049,646
Directly controlled by CALIFORNIA SCHOOLS VOL EMP BEN ASSOC
-
ARTHUR J GALLAGHER & CO
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 16 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202622609349301502
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