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← SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC

Form 990 for tax year 2024

Filed by SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC.

Totals

Total revenue
$1,107,495,425
Total expenses
$1,114,217,561
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,100,971,954
Investment income
$6,414,985
Other revenue
$108,486
Total assets, end of year
$187,506,824
Total liabilities, end of year
$38,677,887
Net assets or fund balances, end of year
$148,828,937
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • BRIAN DUFFY

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • ROBIN WATKINS

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    2 + 38 related

  • TINA DOUGLAS

    DIRECTOR

    Total calculated
    $239,738
    From this org
    $0
    From related orgs
    $239,738
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,738 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $239,738 related

  • MOISES AGUIRRE

    DIRECTOR

    Total calculated
    $257,624
    From this org
    $0
    From related orgs
    $257,624
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,624 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $257,624 related

  • BETTY ROBLES-LEAL

    DIRECTOR

    Total calculated
    $237,369
    From this org
    $0
    From related orgs
    $237,369
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,369 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $237,369 related

  • AHMAD SWINTON

    DIRECTOR

    Total calculated
    $90,701
    From this org
    $0
    From related orgs
    $90,701
    Other
    $0
    Hours/week
    1 + 39 related

  • CLARK HAMPTON

    DIRECTOR

    Total calculated
    $343,717
    From this org
    $0
    From related orgs
    $343,717
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,717 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $343,717 related

  • LAMONT JACKSON

    DIRECTOR (UNTIL SEPT 24)

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • RONDA WALEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • GREGG ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • DEBRA SCHADE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES MESSINA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • ESPIE MEDELLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • HELEN FARIAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • MICHAEL SIMONSON

    DIRECTOR

    Total calculated
    $333,606
    From this org
    $0
    From related orgs
    $333,606
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,606 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $333,606 related

  • JONATHAN MELLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • MICHAEL BREYETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • FABIOLA BAGULA

    DIRECTOR (AS OF NOV 24)

    Total calculated
    $303,684
    From this org
    $0
    From related orgs
    $303,684
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,684 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $303,684 related

  • JON PETERSON

    DIRECTOR (AS OF JUN 24)

    Total calculated
    $282,218
    From this org
    $0
    From related orgs
    $282,218
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,218 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $282,218 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.

  • AFT LOCAL 1521

  • ALPINE UNION SCHOOL DISTRICT

  • AMERICAN FEDERATION OF TEACHERS

  • BONSALL UNION SCHOOL DISTRICT

  • BORREGO SPRINGS UNIFIED SCHOOL DIST

  • CAJON VALLEY SCHOOL DISTRICT

  • CAL POLY POMONA FOUNDATION INC

  • CALIFORNIA FEDERATION OF TEACHERS

  • CALIFORNIA INTERSCHOLASTIC FEDERATION

  • CAPISTRANO UNIFIED SCHOOL DISTRICT

  • CARDIFF SCHOOL DISTRICT

  • CHARTER OAK UNIFIED SCHOOL DISTRICT

  • CHULA VISTA ELEMENTARY SCHOOL DISTRI

  • CLAREMONT UNIFIED SCHOOL DISTRICT

  • COPPER MOUNTAIN COMMUNITY COLLEGE DIS

  • CORONADO UNIFIED SCHOOL DISTRICT

  • CORONA-NORCO UNIFIED SCHOOL DISTRICT

  • COUNTY OF SAN DIEGO

  • CYPRESS SCHOOL DISTRICT

  • DARNALL CHARTER SCHOOL

  • DEHESA SCHOOL DISTRICT

  • EL MONTE UNION HIGH SCHOOL DISTRICT

  • ESCONDIDO UNION HIGH SCHOOL DISTRICT

  • ESCONDIDO UNION SCHOOL DISTRICT ELEM

  • FALLBROOK UNION ELEMENTARY SCHOOL DI

  • GROSSMONT UNION HIGH

  • GROSSMONT-CUYAMACA CC DISTRICT

  • HOLTVILLE UNIFIED SCHOOL DISTRICT

  • HUNTINGTON BEACH CITY SCHOOL DISTRIC

  • HUNTINGTON BEACH UNIFIED HIGH SCHOOL

  • IMPERIAL COUNTY OFFICE OF EDUCATION

  • JAMUL-DULZURA UNION SCHOOL DISTRICT

  • JULIAN UNION HIGH SCHOOL DISTRICT

  • JULIAN UNION SCHOOL DISTRICT

  • JURUPA AREA RECREATION AND PARK DIST

  • LA MESA-SPRING VALLEY SCHOOL DISTRIC

  • LAKESIDE UNION SCHOOL DISTRICT

  • LEMON GROVE ELEMENTARY SCHOOL DISTR

  • LENNOX SCHOOL DISTRICT

  • MAAC COMMUNITY CHARTER SCHOOL

  • MOUNTAIN EMPIRE UNIFIED SCHOOL DIST

  • NATIONAL CITY SCHOOL DISTRICT

  • OCEANSIDE UNIFIED SCHOOL DISTRICT

  • PACIFIC VIEW CHARTER SCHOOL

  • RANCHO SANTA FE SCHOOL DISTRICT

  • RIVERSIDE UNIFIED SCHOOL DISTRICT

  • SAN BERNARDINO CITY UNIFIED SCHOOL

  • SAN DIEGO COMMUNITY COLLEGE DISTRICT

  • SAN DIEGO COUNTY OFFICE OF EDUCATION

  • SAN DIEGO UNIFIED SCHOOL DISTRICT

  • SAN DIEGUITO UNION HIGH SCHOOL DISTR

  • SAN MARCOS UNIFIED SCHOOL DISTRICT

  • SAN PASQUAL UNION SCHOOL DISTRICT

  • SAN YSIDRO ELEMENTARY SCHOOL DISTR

  • SOLANA BEACH SCHOOL DISTRICT

  • SOUTH BAY UNION SCHOOL DISTRICT

  • SOUTHWESTERN COMMUNITY COLLEGE DISTR

  • SPENCER VALLEY SCHOOL DISTRICT

  • SWEETWATER UNION HIGH SCHOOL DISTR

  • VALLECITOS SCHOOL DISTRICT

  • VALLEY CENTER-PAUMA UNIFIED

  • VICTOR VALLEY WASTEWATER RECLAMATION

  • VISTA UNIFIED SCHOOL DISTRICT

  • WARNER UNIFIED SCHOOL DISTRICT

  • WEST COVINA UNIFIED SCHOOL DISTRICT

  • YUCAIPA-CALIMESA JOINT UNIF SCHOOL D

  • GLENDORA UNIFIED SCHOOL DISTRICT

  • MOTIVATED YOUTH ACADEMY CHARTER SCHOOL

  • SAN DIEGO & IMPERIAL COUNTIES LABOR COUNCIL

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 $4,068,938 · share of assets $2,906,453

    Directly controlled by CALIFORNIA SCHOOLS VOL EMP BEN ASSOC

  • ARTHUR J GALLAGHER & CO

Provenance

Return type
form_990
Tax year
2024
Filed
12 September 2025
IRS schema version
2024v5.2
Source object
202542819349301139

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