Form 990 for tax year 2022
Filed by SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC.
Totals
- Total revenue
- $929,624,326
- Total expenses
- $930,805,038
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $928,943,337
- Investment income
- $709,447
- Other revenue
- -$28,458
- Total assets, end of year
- $187,749,684
- Total liabilities, end of year
- $64,328,406
- Net assets or fund balances, end of year
- $123,421,278
- Program services expenses (Part IX)
- $908,239,876
- Management and general expenses
- $22,565,162
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $908,239,876
Program services were 97.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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: Membership Dues & Assessments
total $928,943,337 · excluded $928,943,337
-
3 · Investment income
total $709,447 · excluded $709,447
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $252,877
-
6b · Less rental expenses
real property $281,335
-
6c · Rental income or loss
real property -$28,458
-
6d · Net rental income or loss
total -$28,458 · unrelated business -$28,458
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $908,239,876 · program services $908,239,876
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $7,200 · management and general $7,200
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $662,920 · management and general $662,920
-
23 · Insurance
total $15,547 · management and general $15,547
-
24a · Other expenses: Program support
total $7,828,920 · management and general $7,828,920
-
24b · Other expenses: Management fees
total $7,198,862 · management and general $7,198,862
-
24c · Other expenses: Other deductions
total $2,968,561 · management and general $2,968,561
-
24d · Other expenses: Communications
total $1,766,124 · management and general $1,766,124
-
24e · All other expenses
total $2,117,028 · management and general $2,117,028
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $133,145,484 · end of year $133,231,178
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $7,168,206 · end of year $12,715,611
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $631,041 · end of year $1,827,707
-
10a · Land, buildings and equipment: cost or other basis
$18,849,367
-
10b · Land, buildings and equipment: accumulated depreciation
$2,810,842
-
10c · Land, buildings and equipment, net
beginning of year $16,757,045 · end of year $16,038,525
-
11 · Investments: publicly traded securities
beginning of year $25,263,465 · end of year $22,507,956
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $569,078 · end of year $1,428,707
-
17 · Accounts payable and accrued expenses
beginning of year $571,377 · end of year $377,335
-
19 · Deferred revenue
beginning of year $29,264,009 · end of year $31,292,481
-
25 · Other liabilities
beginning of year $26,937,101 · end of year $32,658,590
-
31 · Retained earnings, endowment or other funds
beginning of year $126,761,832 · end of year $123,421,278
Mission and programs · 2022
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 EMPLOYEES, RETIREES & DEPENDENTS OF THE MEMBER DISTRICTS.
Expenses $908,239,876
As filed on the 2022 return.
Listed in Part VII
-
Lamont JacksonLAMONT JACKSON
Director
- Total calculated
- $375,000
- From this org
- $0
- From related orgs
- $375,000
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $375,000 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $375,000 related
-
Clark HamptonCLARK HAMPTON
Director
- Total calculated
- $271,628
- From this org
- $0
- From related orgs
- $271,628
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $271,628 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $271,628 related
-
Michael SimonsonMICHAEL SIMONSON
Director
- Total calculated
- $264,245
- From this org
- $0
- From related orgs
- $264,245
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $264,245 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $264,245 related
-
Tina DouglasTINA DOUGLAS
Director
- Total calculated
- $260,189
- From this org
- $0
- From related orgs
- $260,189
- Other
- $0
- Hours/week
- 1 + 38 related
Schedule J breakdown matched by us
- Base
- not reported + $260,189 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $260,189 related
-
Moises AguirreMOISES AGUIRRE
Director
- Total calculated
- $233,651
- From this org
- $0
- From related orgs
- $233,651
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $233,651 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $233,651 related
-
Betty Robles-LealBETTY ROBLES-LEAL
Director
- Total calculated
- $198,484
- From this org
- $0
- From related orgs
- $198,484
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $198,484 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $198,484 related
-
Gregg RobinsonGREGG ROBINSON
Director
- Total calculated
- $126,553
- From this org
- $0
- From related orgs
- $126,553
- Other
- $0
- Hours/week
- 1 + 39 related
-
Ron ReeseRON REESE
Director
- Total calculated
- $111,321
- From this org
- $0
- From related orgs
- $111,321
- Other
- $0
- Hours/week
- 1 + 39 related
-
Ursula SalbatoURSULA SALBATO
Director
- Total calculated
- $102,210
- From this org
- $0
- From related orgs
- $102,210
- Other
- $0
- Hours/week
- 1 + 39 related
-
Ahmad SwintonAHMAD SWINTON
Director
- Total calculated
- $84,281
- From this org
- $0
- From related orgs
- $84,281
- Other
- $0
- Hours/week
- 1
-
Robin WatkinsROBIN WATKINS
CO-CHAIR
- Total calculated
- $73,421
- From this org
- $0
- From related orgs
- $73,421
- Other
- $0
- Hours/week
- 2 + 38 related
-
Tamara OteroTAMARA OTERO
Director
- Total calculated
- $528
- From this org
- $0
- From related orgs
- $528
- Other
- $0
- Hours/week
- 1
-
Shawana GraceSHAWANA GRACE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Espie MedellinESPIE MEDELLIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
James MessinaJAMES MESSINA
Director
- Total calculated
- $0
- Hours/week
- 1
-
Debra SchadeDEBRA SCHADE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lian ShoemakeLIAN SHOEMAKE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brian DuffyBRIAN DUFFY
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 38 related
-
Karl MuellerKARL MUELLER
Director
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Anne StaffieriANNE STAFFIERI
Director
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Ronda WalenRONDA WALEN
Director
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Erica BalakianERICA BALAKIAN
Director
- Total calculated
- $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.
-
Alpine Union School District
School District · CA
-
American Federation of Teachers
Employee Union · CA
-
Bonsall Union School District
School District · CA
-
Cajon Valley School District
School District · CA
-
5 Copper Mountain Community College Dis
School District · CA
-
6 Coronado Unified School District
School District · CA
-
7 Cypress School District
School District · CA
-
School District · CA
-
9 Dehesa School District
School District · CA
-
10 El Monte Union High School District
School District · CA
-
11 Escondido Union School District Elem
School District · CA
-
12 Escondido Union High School District
School District · CA
-
13 Fallbrook Union Elementary School Di
School District · CA
-
14 Jamul-Dulzura Union School District
School District · CA
-
15 Julian Union School District
School District · CA
-
16 Jurupa Area Recreation and Park Dist
County Parks & Rec · CA
-
17 Lakeside Union School District
School District · CA
-
18 Lemon Grove Elementary School Distr
School District · CA
-
19 Mountain Empire Unified School Dist
School District · CA
-
20 National City School District
School District · CA
-
21 San Diego Community College District
School District · CA
-
22 San Diego County Office of Education
County Office of Ed · CA
-
23 San Diego Unified School District
School District · CA
-
24 San Dieguito Union High School Distr
School District · CA
-
25 San Marcos Unified School District
School District · CA
-
26 San Ysidro Elementary School Distr
School District · CA
-
27 Solana Beach School District
School District · CA
-
28 South Bay Union School District
School District · CA
-
29 Southwestern Community College Distr
School District · CA
-
30 Spencer Valley School District
School District · CA
-
31 Sweetwater Union High School Distr
School District · CA
-
32 Vallecitos School District
School District · CA
-
33 Warner Unified School District
School District · CA
-
34 Yucaipa-Calimesa Joint Unif School D
School District · CA
-
35 Claremont Unified School District
School District · CA
-
36 Holtville Unified School District
School District · CA
-
37 Huntington Beach City School Distric
School District · CA
-
38 La Mesa-Spring Valley School Distric
School District · CA
-
39 Ocean View School District
School District · CA
-
40 Riverside Unified School District
School District · CA
-
41 Valley Center-Pauma Unified
School District · CA
-
42 Vista Unified School District
School District · CA
-
43California Interscholastic Federation
Association · CA
-
44 Corona-Norco Unified School District
School District · CA
-
45 Grossmont-Cuyamaca CC District
School District · CA
-
46 Huntington Beach Unified High School
School District · CA
-
47 Borrego Springs Unified School Dist
School District · CA
-
48 Chula Vista Elementary School Distri
School District · CA
-
49 Julian Union High School District
School District · CA
-
50 San Pasqual Union School District
School District · CA
-
51 California Federation of Teachers
Association · CA
-
52 Cardiff School District
School District · CA
-
53 San Bernardino City Unified School
School District · CA
-
54 County of San Diego
Municipality · CA
-
55 Grossmont Union High
School District · CA
-
56 Oceanside Unified School District
School District · CA
-
57 Metropolitan Employees Benefits
Association · CA
-
58 Imperial County Office of Education
County Office of Ed · CA
-
59 Victor Valley Wastewater Reclamation
Association · CA
-
60 What the Strong Do to Rise LLC
Welfare Fund · CA
-
61 Arthur J Gallagher & Co
Insurance Company
-
62 Cal Poly Pomona Foundation Inc
Nonprofit · CA
-
63 Lennox School District
School District · CA
-
64 MAAC Community Charter School
Charter School · CA
-
65 Veba Health Care Solutions Inc
Welfare Fund · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332589349301353
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