SAN DIEGO UNIFIED SCHOOL DIST & S D EDN ASSN JOINT RETIREE MED BEN TR

As filed

Subsection

09

NTEE code

Y44

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

• METROPOLITAN EMPLOYEES BENEFITS ASS OCIATION TRUST

  EIN 33-0661389

• SAN DIEGO CITY EMPLOYEES RETIREE MEDICAL TRUST

  EIN 45-4698959

• SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR

  EIN 46-4728761

• SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST

  EIN 45-4844178

Mission and programs · 2025

• The trust is a joint employee welfare benefits trust between the San Diego Unified School District and the San Diego Education Association whereby the trust accumulates contributions from the District in order to provide, in whole or in part, health and welfare benefit premium credits to eligible retired and laid off unit members.

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $3,936,773

  Expenses

  $2,981,948

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $4,003,564

  Expenses

  $2,155,452

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $3,140,132

  Expenses

  $2,449,885

  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

  $3,467,099

  Expenses

  $2,747,960

  Assets (EOY)

  $7,453,500

• 2020 · 990

  Revenue

  $2,972,634

  Expenses

  $2,659,034

  Assets (EOY)

  $6,525,641

• 2019 · 990

  Revenue

  $3,012,297

  Expenses

  $3,197,565

  Assets (EOY)

  $5,943,751

• 2018 · 990

  Revenue

  $2,919,512

  Expenses

  $3,751,864

  Assets (EOY)

  $5,808,293

• 2017 · 990

  Revenue

  $2,971,810

  Expenses

  $3,695,131

  Assets (EOY)

  $6,976,365

• 2016 · 990

  Revenue

  $2,779,774

  Expenses

  $3,009,283

  Assets (EOY)

  $7,136,930

• 2015 · 990

  Revenue

  $2,820,056

  Expenses

  $3,437,490

  Assets (EOY)

  $7,031,631

• 2014 · 990

  Revenue

  $4,190,096

  Expenses

  $3,276,545

  Assets (EOY)

  $7,832,589

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.

Other IRS files