- Revenue 2024
- $71,465,840
- Expenses 2024
- $71,406,714
As filed
- Subsection
- 09
- Classification
- 1000
- Street
- 1843 HOTEL CIR S STE 300
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
6 other organizations in the IRS Business Master File list the same street address. matched by us
This address is a suite or unit (STE 300). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
CALIFORNIA INSTITUTE OF TECHNOLOGY RETIREE MEDICAL PLAN JPL VEBA TR
EIN 37-6581075
-
CALIFORNIA SCHOOLS VEBA MEDICAL APPROPRIATENESS PROJECT INC
EIN 46-3586945
-
SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST
EIN 45-4698959
-
SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR
EIN 46-4728761
-
SAN DIEGO UNIFIED SCHOOL DIST & S D EDN ASSN JOINT RETIREE MED BEN TR
EIN 33-6281020
-
SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST
EIN 45-4844178
Mission and programs · 2024
Mission
TO ESTABLISH, THROUGH COOPERATIVE EFFORTS OF SCHOOL EMPLOYERS AND SCHOOL UNIONS, A COMPREHENSIVE HEALTH AND BENEFITS PROGRAM.
Activities or mission (Part I)
TO PROVIDE HEALTH & WELFARE BENEFITS
-
PROVIDED ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH AND WELFARE BENEFITS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Matthew KrauseMATTHEW KRAUSE
TRUSTEE/CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Greg YoungGREG YOUNG
TRUSTEE/CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Amanda FanningAMANDA FANNING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Bob PresbyBOB PRESBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Clark HamptonCLARK HAMPTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Elizabeth BleyELIZABETH BLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Ronda WalenRONDA WALEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Laura RomanLAURA ROMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Celende AldereteCELENDE ALDERETE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Amy GonzalesAMY GONZALES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
See Schedule O For CompensationSEE SCHEDULE O FOR COMPENSATION
PAID BY RELATED ORGANIZATIONS
- Total calculated
- $0
- Hours/week
- 0
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $71,465,840
- Expenses
- $71,406,714
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $69,334,863
- Expenses
- $69,355,384
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $66,867,724
- Expenses
- $67,802,610
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $65,709,658
- Expenses
- $65,637,420
- Assets (EOY)
- $3,014,637
-
2020 · 990
- Revenue
- $62,038,820
- Expenses
- $62,000,777
- Assets (EOY)
- $7,370,234
-
2019 · 990
- Revenue
- $61,820,703
- Expenses
- $61,774,030
- Assets (EOY)
- $2,661,875
-
2018 · 990
- Revenue
- $52,795,377
- Expenses
- $52,752,035
- Assets (EOY)
- $2,227,795
-
2017 · 990
- Revenue
- $50,517,164
- Expenses
- $50,509,732
- Assets (EOY)
- $2,291,103
-
2016 · 990
- Revenue
- $50,083,246
- Expenses
- $50,103,704
- Assets (EOY)
- $2,262,415
-
2015 · 990
- Revenue
- $48,749,330
- Expenses
- $49,211,546
- Assets (EOY)
- $2,282,897
-
2014 · 990
- Revenue
- $81,900,805
- Expenses
- $81,517,640
- Assets (EOY)
- $2,920,073
-
2013 · 990
- Revenue
- $96,059,169
- Expenses
- $101,315,695
- Assets (EOY)
- $8,051,065
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
CALIFORNIA TEACHERS ASSOCIATION
501(c)(5) · TEACHER ASSOC · CA
-
CALIFORNIA SCHOOL EMPLOYEE'S ASSOCIATION
501(c)(5) · EMPLOYEE ASSO · CA
-
Capistrano Unified School District
N/A · SCHOOL DISTRI · CA
-
Charter Oak Unified School District
N/A · SCHOOL DISTRI · CA
Declared as related by
-
SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC
On its 2022 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.