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← SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS

Form 990 for tax year 2023

Filed by SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS.

Totals

Total revenue
$152,605
Total expenses
$360,880
Contributions and grants received
$0
Grants paid
$0
Program service revenue
-$5,351
Investment income
$157,956
Other revenue
$0
Total assets, end of year
$14,439,936
Total liabilities, end of year
$8,738,837
Net assets or fund balances, end of year
$5,701,099
Program services expenses (Part IX)
$296,781
Management and general expenses
$64,099
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 82.2% 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: PLAN CONTRIBUTIONS

    total -$5,351 · related or exempt -$5,351

  • 3 · Investment income

    total $157,956 · excluded $157,956

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $296,781 · program services $296,781

  • 11c · Fees: accounting

    total $17,700 · management and general $17,700

  • 11f · Fees: investment management

    total $46,399 · management and general $46,399

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $12,915,097 · end of year $14,439,936

  • 17 · Accounts payable and accrued expenses

    beginning of year $157,153 · end of year $138,014

  • 25 · Other liabilities

    beginning of year $8,673,861 · end of year $8,600,823

  • 29 · Capital stock, trust principal or current funds

    beginning of year $4,084,083 · end of year $5,701,099

  • 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 $0 · end of year $0

Mission and programs · 2023

Mission

TO PROVIDE POST RETIREMENT HEALTH BENEFITS TO ELIGIBLE EMPLOYEES OF SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION.

Activities or mission (Part I)

TO PROVIDE POST RETIREMENT HEALTH BENEFITS TO ELIGIBLE EMPLOYEES OF (SEE SCHEDULE O) SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION.

  • INSURANCE PREMIUMS AND COSTS FOR HEALTH BENEFITS (VEBA TRUST).

As filed on the 2023 return.

Listed in Part VII

  • Leslie R Levinson

    TRUSTEE

    Total calculated
    $285,320
    From this org
    $0
    From related orgs
    $212,484
    Other
    $72,836
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,088 related
    Bonus
    $0
    Other
    $0 + $396 related
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $26,103 related
    Filer's total
    $0 + $285,320 related

  • Michele G Goetz

    TRUSTEE

    Total calculated
    $302,193
    From this org
    $0
    From related orgs
    $226,620
    Other
    $75,573
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,224 related
    Bonus
    $0
    Other
    $0 + $396 related
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $28,840 related
    Filer's total
    $0 + $302,193 related

  • Deb L Naylon

    TRUSTEE

    Total calculated
    $241,061
    From this org
    $0
    From related orgs
    $174,126
    Other
    $66,935
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,988 related
    Bonus
    $0
    Other
    $0 + $138 related
    Deferred
    $0 + $55,945 related
    Nontaxable benefits
    $0 + $10,990 related
    Filer's total
    $0 + $241,061 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.

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202443129349301204

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