SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC (EIN 33-0579503)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349301440
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T10:49:26-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330579503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA SCHOOLS VOL EMP BEN ASSOC | BusinessNameLine1Txt |
| Business Name Line2 | FKA SOCAL SCHOOLS VOL EMP BENEFITS AS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 6192780021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1843 HOTEL CIRCLE SOUTH 3RD FLOOR | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN WATKINS | PersonNm |
| Person Title | CO-CHAIR | PersonTitleTxt |
| Phone | 6192780021 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM HUNWARDSEN CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2024-10-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBIN WATKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1843 HOTEL CIRCLE SOUTH 3RD FLOOR | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $989,673,601 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.VEBAONLINE.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $3,693,097 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $928,943,337 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $985,642,135 | CYProgramServiceRevenueAmt |
| PY Investment Income | $709,447 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,711,824 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$28,458 | PYOtherRevenueAmt |
| CY Other Revenue | -$18,727 | CYOtherRevenueAmt |
| PY Total Revenue | $929,624,326 | PYTotalRevenueAmt |
| CY Total Revenue | $989,335,232 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $908,239,876 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $962,935,921 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,565,162 | PYOtherExpensesAmt |
| CY Other Expenses | $28,150,525 | CYOtherExpensesAmt |
| PY Total Expenses | $930,805,038 | PYTotalExpensesAmt |
| CY Total Expenses | $991,086,446 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,180,712 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,751,214 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $187,749,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,600,451 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $64,328,406 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,368,898 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $123,421,278 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $154,231,553 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE VEBA IS A JOINT LABOR-MGMT ASSOC OF PARTICIPANT DISTRICTS IN CALIFORNIA. THE VEBA PROVIDES INSURANCE COVERAGE TO NEARLY 150,000 EMPLOYEES, RETIREES & DEPENDENTS OF THE MEMBER DISTRICTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISK PROGRAM ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192780021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1843 HOTEL CIRCLE SOUTH 3RD FLOOR | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BRIAN DUFFY | |||||||
| CHAIR | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBIN WATKINS | |||||||
| CO-CHAIR | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $81,773 | $0 |
| TINA DOUGLAS | |||||||
| DIRECTOR | 1.00 | 38.00 | Yes (X) | $0 | $282,222 | $0 | |
| MOISES AGUIRRE | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| BETTY ROBLES-LEAL | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $223,449 | $0 | |
| AHMAD SWINTON | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $87,025 | $0 | |
| CLARK HAMPTON | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $345,816 | $0 | |
| LAMONT JACKSON | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $412,500 | $0 | |
| RONDA WALEN | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| GREGG ROBINSON | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA SCHADE | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $844 | $0 | |
| JAMES MESSINA | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| ESPIE MEDELLIN | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN FARIAS | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SIMONSON | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $300,360 | $0 | |
| JONATHAN MELLO | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BREYETTE | |||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,733,989 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RISK PROGRAM ADMINISTRATORS LLC | |||||
| 2850 GOLF ROAD | ROLLING MEADOWS | IL | 60008 | TRUST ADMINISTRATION FEES | $8,559,809 |
| ERNST & YOUNG US LLP | |||||
| PO BOX 846793 | LOS ANGELES | CA | 90084 | CONSULTING | $346,093 |
| ASCENDANT HEALTH CARE INC | |||||
| 1755 INDIAN WOOD CIRCLE SUITE 100 | MAUMEE | OH | 43537 | DATA MANAGEMENT | $342,349 |
| WILLIS TOWERS WATSON US LLC | |||||
| 28025 NETWORK PLACE | CHICAGO | IL | 60673 | CONSULTING | $249,548 |
| OPTUM BEHAVIORAL HEALTH | |||||
| PO BOX 885889 | LOS ANGELES | CA | 90088 | ONSITE STAFFING | $194,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES & ASSESSMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $985,642,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $985,642,135 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $985,642,135 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,711,824 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,711,824 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $319,642 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $338,369 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$18,727 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,727 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$18,727 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $989,335,232 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $985,642,135 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,693,097 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,935,921 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,537 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,264 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,698 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,139 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,272 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,495 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,499 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROGRAM SUPPORT | $8,614,564 |
| TRUST ADMINISTRATION FE | $8,559,809 |
| OTHER DEDUCTION | $4,158,128 |
| COMMUNICATION | $2,865,895 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,237,225 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,086,446 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,231,178 | BOYAmt |
| EOY | $80,533,475 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,715,611 | BOYAmt |
| EOY | $3,094,961 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827,707 | BOYAmt |
| EOY | $5,442,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,882,450 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,538,998 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,038,525 | BOYAmt |
| EOY | $15,343,452 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,507,956 | BOYAmt |
| EOY | $87,109,737 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,428,707 | BOYAmt |
| EOY | $1,075,829 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,749,684 | BOYAmt |
| EOY | $192,600,451 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,335 | BOYAmt |
| EOY | $1,880,208 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,292,481 | BOYAmt |
| EOY | $32,715,690 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,658,590 | BOYAmt |
| EOY | $3,773,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,328,406 | BOYAmt |
| EOY | $38,368,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,421,278 | BOYAmt |
| EOY | $154,231,553 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,421,278 | BOYAmt |
| EOY | $154,231,553 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,749,684 | BOYAmt |
| EOY | $192,600,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,751,214 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,756,603 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $28,865,852 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $939,034 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,897,021 | OtherCostOrOtherBasisAmt |
| Book Value | $1,897,021 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,588,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,123,913 | DepreciationAmt |
| Book Value | $6,464,171 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,372,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $750,768 | DepreciationAmt |
| Book Value | $6,621,285 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,900,292 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,539,317 | DepreciationAmt |
| Book Value | $360,975 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,343,452 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $3,773,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,773,000 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAMONT JACKSON | ||||||||||||||
| DIRECTOR | $0 | $412,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $412,500 | $0 | $0 |
| CLARK HAMPTON | ||||||||||||||
| DIRECTOR | $0 | $345,816 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $345,816 | $0 | $0 |
| MICHAEL SIMONSON | ||||||||||||||
| DIRECTOR | $0 | $300,360 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $300,360 | $0 | $0 |
| TINA DOUGLAS | ||||||||||||||
| DIRECTOR | $0 | $282,222 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $282,222 | $0 | $0 |
| BETTY ROBLES-LEAL | ||||||||||||||
| DIRECTOR | $0 | $223,449 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $223,449 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | CALIFORNIA SCHOOL VEBA DELEGATES ADMISTRATIVE MANAGEMENT TO RISK PROGRAM ADMISTRATOR. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS CONSISTS OF SIX BOARD MEMBERS THAT ARE APPOINTED BY THE MANAGEMENT, WHICH IS ANY SAN DIEGO COUNTY PUBLIC SCHOOL DISTRICT OR COMMUNITY COLLEGE, AND THE SAN DIEGO COUNTY OFFICE OF EDUCATION ENTERING INTO A COLLECTIVE BARGAINING AGREEGEMENT WITH A UNION (MANAGEMENT DIRECTORS). SIX BOARD MEMBERS ARE APPOINTED BY THE PARTICIPATING LABOR UNIONS. THERE ARE TWO ALTERNATE LABOR DIRECTORS AND TWO ALTERNATE MANAGEMENT DIRECTORS. IN ADDITION, THERE ARE TWO MANAGEMENT SELECTED BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A REVIEW WILL BE CONDUCTED OR WAS CONDUCTED PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUSTEES ARE REQUIRED TO AFFIRM THEIR CONTINUED COMPLIANCE WITH THE TRUST'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE VEBA'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON THE REQUEST OF THE BOARD OF DIRECTORS AND/OR INDIVIDUAL MEMBER DISTRICTS. |
| FORM 990, PART VII, SECTION A, COLUMN (E) | THE TRUST MADE A REASONABLE EFFORT TO OBTAIN THE AMOUNT OF COMPENSATION PAID BY RELATED ORGANIZATIONS TO TRUSTEES BY DISTRIBUTING A QUESTIONNAIRE TO EACH OF ITS TRUSTEES AND FOLLOWING UP WITH NON-RESPONDING TRUSTEES. COMPENSATION INFORMATION RECEIVED BY THE TRUST FROM RESPONDING TRUSTEES IS REPORTED ON FORM 990, PART VII, SECTION A, COLUMN (E). |
| FORM 990, PART XI, LINE 9: | ALLOWANCE FOR BILLING AND ELIGIBILITY ADJUSTMENT 939,034. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (62 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| ALPINE UNION SCHOOL DISTRICT | |||||||
| 1323 ADMINISTRATION WAY | ALPINE | CA | 919019401 | 956000040 | SCHOOL DISTRICT | CA | 0 |
| AMERICAN FEDERATION OF TEACHERS | |||||||
| 3737 CAMINO DEL RIO SOUTH 140 | SAN DIEGO | CA | 92108 | 237063299 | EMPLOYEE UNION | CA | 0 |
| BONSALL UNION SCHOOL DISTRICT | |||||||
| 31505 OLD RIVER ROAD | BONSALL | CA | 92003 | 956000318 | SCHOOL DISTRICT | CA | 0 |
| BORREGO SPRINGS UNIFIED SCHOOL DIST | |||||||
| 2281 DIEGUENO ROAD | BORREGO SPRINGS | CA | 92004 | 956000319 | SCHOOL DISTRICT | CA | 0 |
| CAJON VALLEY SCHOOL DISTRICT | |||||||
| 750 E MAIN STREET | EL CAJON | CA | 92020 | 956000428 | SCHOOL DISTRICT | CA | 0 |
| CAL POLY POMONA FOUNDATION INC | |||||||
| 3801 W TEMPLE AVE BUILDING 55 | POMONA | CA | 91768 | 952417645 | NONPROFIT | CA | 0 |
| CALIFORNIA FEDERATION OF TEACHERS | |||||||
| 2550 N HOLLYWOOD WAY 400 | BURBANK | CA | 91505 | 941271864 | ASSOCIATION | CA | 0 |
| CALIFORNIA INTERSCHOLASTIC FEDERATION | |||||||
| 2131 PAN AMERICAN PLAZA | SAN DIEGO | CA | 92101 | 952141862 | ASSOCIATION | CA | 0 |
| CAPISTRANO UNIFIED SCHOOL DISTRICT | |||||||
| 33122 VALLE RD | SAN JUAN CAPISTRANO | CA | 92675 | SCHOOL DISTRICT | CA | 0 | |
| CARDIFF SCHOOL DISTRICT | |||||||
| 1888 MOTGOMERY AVENUE | CARDIFF BY THE SEA | CA | 92007 | 956000501 | SCHOOL DISTRICT | CA | 0 |
| CHARTER OAK UNIFIED SCHOOL DISTRICT | |||||||
| 20240 EAST CIENEGA AVE | COVINA | CA | 91724 | SCHOOL DISTRICT | CA | 0 | |
| CHULA VISTA ELEMENTARY SCHOOL DISTRI | |||||||
| 84 EAST J STREET | CHULA VISTA | CA | 91910 | 956000613 | SCHOOL DISTRICT | CA | 0 |
| CLAREMONT UNIFIED SCHOOL DISTRICT | |||||||
| 170 W SAN JOSE AVENUE | CLAREMONT | CA | 91711 | 956000818 | SCHOOL DISTRICT | CA | 0 |
| COPPER MOUNTAIN COMMUNITY COLLEGE DIS | |||||||
| 6162 ROTARY WAY PO BOX 1398 | JOSHUA TREE | CA | 92252 | 330838252 | SCHOOL DISTRICT | CA | 0 |
| CORONADO UNIFIED SCHOOL DISTRICT | |||||||
| 201 SIXTH STREET | CORONADO | CA | 92118 | 956000915 | SCHOOL DISTRICT | CA | 0 |
| CORONA-NORCO UNIFIED SCHOOL DISTRICT | |||||||
| 2820 CLARK AVE | NORCO | CA | 92860 | 330277305 | SCHOOL DISTRICT | CA | 0 |
| COUNTY OF SAN DIEGO | |||||||
| 5560 OVERLAND AVENUE | SAN DIEGO | CA | 92123 | 956000934 | MUNICIPALITY | CA | 0 |
| CYPRESS SCHOOL DISTRICT | |||||||
| 9470 MOODY STREET | CYPRESS | CA | 90630 | 956000976 | SCHOOL DISTRICT | CA | 0 |
| DARNALL CHARTER SCHOOL | |||||||
| 6020 HUGHES STREET | SAN DIEGO | CA | 92115 | 320109272 | SCHOOL DISTRICT | CA | 0 |
| DEHESA SCHOOL DISTRICT | |||||||
| 4612 DEHESA ROAD | EL CAJON | CA | 92021 | 956000988 | SCHOOL DISTRICT | CA | 0 |
| EL MONTE UNION HIGH SCHOOL DISTRICT | |||||||
| 3537 JOHNSON AVENUE | EL MONTE | CA | 91731 | 956001075 | SCHOOL DISTRICT | CA | 0 |
| ESCONDIDO UNION HIGH SCHOOL DISTRICT | |||||||
| 302 N MIDWAY DRIVE | ESCONDIDO | CA | 92027 | 956001096 | SCHOOL DISTRICT | CA | 0 |
| ESCONDIDO UNION SCHOOL DISTRICT ELEM | |||||||
| 2310 ALDERGROVE | ESCONDIDO | CA | 92029 | 956001098 | SCHOOL DISTRICT | CA | 0 |
| FALLBROOK UNION ELEMENTARY SCHOOL DI | |||||||
| 321 N IOWA STREET | FALLBROOK | CA | 92028 | 956001127 | SCHOOL DISTRICT | CA | 0 |
| GROSSMONT UNION HIGH | |||||||
| 1100 MURRAY DRIVE PO BOX 1043 | EL CAJON | CA | 92020 | 956001517 | SCHOOL DISTRICT | CA | 0 |
| GROSSMONT-CUYAMACA CC DISTRICT | |||||||
| 8800 GROSSMONT COLLEGE | EL CAJON | CA | 92020 | 956006652 | SCHOOL DISTRICT | CA | 0 |
| HOLTVILLE UNIFIED SCHOOL DISTRICT | |||||||
| 621 E SIXTH STREET | HOLTVILLE | CA | 92250 | 952429231 | SCHOOL DISTRICT | CA | 0 |
| HUNTINGTON BEACH CITY SCHOOL DISTRIC | |||||||
| 20451 CRAIMER LANE | HUNTINGTON BEACH | CA | 92646 | 956001643 | SCHOOL DISTRICT | CA | 0 |
| HUNTINGTON BEACH UNIFIED HIGH SCHOOL | |||||||
| 17011 BEACH BLVD STE 560 | HUNTINGTON BEACH | CA | 92647 | 956001644 | SCHOOL DISTRICT | CA | 0 |
| IMPERIAL COUNTY OFFICE OF EDUCATION | |||||||
| 1398 SPERBER ROAD | EL CENTRO | CA | 92243 | 956001665 | COUNTY OFFICE OF ED | CA | 0 |
| JAMUL-DULZURA UNION SCHOOL DISTRICT | |||||||
| 14851 LYONS VALLEY ROAD | JAMUL | CA | 91935 | 956001704 | SCHOOL DISTRICT | CA | 0 |
| JULIAN UNION HIGH SCHOOL DISTRICT | |||||||
| 1656 HWY 78 | JULIAN | CA | 92036 | 956001738 | SCHOOL DISTRICT | CA | 0 |
| JULIAN UNION SCHOOL DISTRICT | |||||||
| 1704 CAPE HORN PO BOX 337 | JULIAN | CA | 92036 | 956001739 | SCHOOL DISTRICT | CA | 0 |
| JURUPA AREA RECREATION AND PARK DIST | |||||||
| 4810 PEDLEY ROAD | RIVERSIDE | CA | 92509 | 330105732 | COUNTY PARKS & REC | CA | 0 |
| LA MESA-SPRING VALLEY SCHOOL DISTRIC | |||||||
| 4750 DATE AVENUE | LA MESA | CA | 91942 | 956001813 | SCHOOL DISTRICT | CA | 0 |
| LAKESIDE UNION SCHOOL DISTRICT | |||||||
| 12335 WOODSIDE AVENUE | LAKESIDE | CA | 95040 | 956001809 | SCHOOL DISTRICT | CA | 0 |
| LEMON GROVE ELEMENTARY SCHOOL DISTR | |||||||
| 8025 LINCOLN STREET | LEMON GROVE | CA | 919452515 | 956001845 | SCHOOL DISTRICT | CA | 0 |
| LENNOX SCHOOL DISTRICT | |||||||
| 10319 FIRMONA AVE | LENNOX | CA | 90304 | 656001848 | SCHOOL DISTRICT | CA | 0 |
| MAAC COMMUNITY CHARTER SCHOOL | |||||||
| 1385 3RD AVE | CHULA VISTA | CA | 91911 | 851715340 | CHARTER SCHOOL | CA | 0 |
| MOUNTAIN EMPIRE UNIFIED SCHOOL DIST | |||||||
| 3291 BUCKMAN SPRINGS ROAD | PINE VALLEY | CA | 919624003 | 956005010 | SCHOOL DISTRICT | CA | 0 |
| NATIONAL CITY SCHOOL DISTRICT | |||||||
| 1500 N AVENUE | NATIONAL CITY | CA | 919504827 | 956002166 | SCHOOL DISTRICT | CA | 0 |
| OCEANSIDE UNIFIED SCHOOL DISTRICT | |||||||
| 2111 MISSION AVE BUILDING D | OCEANSIDE | CA | 92058 | 952681075 | SCHOOL DISTRICT | CA | 0 |
| RIVERSIDE UNIFIED SCHOOL DISTRICT | |||||||
| 3380 14TH STREET | RIVERSIDE | CA | 92516 | 952883296 | SCHOOL DISTRICT | CA | 0 |
| SAN BERNARDINO CITY UNIFIED SCHOOL | |||||||
| 777 N F STREET | SAN BERNARDINO | CA | 92410 | 952285577 | SCHOOL DISTRICT | CA | 0 |
| SAN DIEGO COMMUNITY COLLEGE DISTRICT | |||||||
| 3375 CAMINO DEL RIO SOUTH | SAN DIEGO | CA | 92108 | 952644299 | SCHOOL DISTRICT | CA | 0 |
| SAN DIEGO COUNTY OFFICE OF EDUCATION | |||||||
| 6401 LINDA VISTA ROAD | SAN DIEGO | CA | 92111 | 956000935 | COUNTY OFFICE OF ED | CA | 0 |
| SAN DIEGO UNIFIED SCHOOL DISTRICT | |||||||
| 4100 NORMAL STREET | SAN DIEGO | CA | 92103 | 956002781 | SCHOOL DISTRICT | CA | 0 |
| SAN DIEGUITO UNION HIGH SCHOOL DISTR | |||||||
| 710 ENCINITAS BLVD | ENCINITAS | CA | 920243357 | 956002787 | SCHOOL DISTRICT | CA | 0 |
| SAN MARCOS UNIFIED SCHOOL DISTRICT | |||||||
| 255 PICO AVENUE | SAN MARCOS | CA | 92069 | 952939365 | SCHOOL DISTRICT | CA | 0 |
| SAN PASQUAL UNION SCHOOL DISTRICT | |||||||
| 15305 RICKWOOD ROAD | ESCONDIDO | CA | 92027 | 956002814 | SCHOOL DISTRICT | CA | 0 |
| SAN YSIDRO ELEMENTARY SCHOOL DISTR | |||||||
| 4350 OTAY MESA BOULEVARD | SAN YSIDRO | CA | 92173 | 956002821 | SCHOOL DISTRICT | CA | 0 |
| SOLANA BEACH SCHOOL DISTRICT | |||||||
| 309 N RIOS AVENUE | SOLANA BEACH | CA | 92075 | 956002967 | SCHOOL DISTRICT | CA | 0 |
| SOUTH BAY UNION SCHOOL DISTRICT | |||||||
| 601 ELM AVENUE | IMPERIAL BEACH | CA | 91932 | 956002975 | SCHOOL DISTRICT | CA | 0 |
| SOUTHWESTERN COMMUNITY COLLEGE DISTR | |||||||
| 900 OTAY LAKES ROAD | CHULA VISTA | CA | 91910 | 956006659 | SCHOOL DISTRICT | CA | 0 |
| SPENCER VALLEY SCHOOL DISTRICT | |||||||
| PO BOX 159 | SANTA YSABEL | CA | 920700159 | 956003022 | SCHOOL DISTRICT | CA | 0 |
| SWEETWATER UNION HIGH SCHOOL DISTR | |||||||
| 1130 FIFTH AVENUE | CHULA VISTA | CA | 919112896 | 956003082 | SCHOOL DISTRICT | CA | 0 |
| VALLECITOS SCHOOL DISTRICT | |||||||
| 5211 FIFTH STREET | RAINBOW | CA | 92028 | 956003366 | SCHOOL DISTRICT | CA | 0 |
| VALLEY CENTER-PAUMA UNIFIED | |||||||
| 28751 COLE GRANDE ROAD | VALLEY CENTER | CA | 92082 | 330884455 | SCHOOL DISTRICT | CA | 0 |
| VICTOR VALLEY WASTEWATER RECLAMATION | |||||||
| 20111 SHAY ROAD | VICTORVILLE | CA | 92394 | 953200665 | ASSOCIATION | CA | 0 |
| VISTA UNIFIED SCHOOL DISTRICT | |||||||
| 1234 ARCADIA AVENUE | VISTA | CA | 92084 | 956003432 | SCHOOL DISTRICT | CA | 0 |
| WARNER UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 8 30951 HIGHWAY 79 | WARNER SPRINGS | CA | 92086 | 330644852 | SCHOOL DISTRICT | CA | 0 |
| YUCAIPA-CALIMESA JOINT UNIF SCHOOL D | |||||||
| 12797 3RD STREET | YUCAIPA | CA | 92399 | 952254105 | SCHOOL DISTRICT | CA | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VEBA HEALTH CARE SOLUTIONS INC | ||||||||||||
| 1843 HOTEL CIRCLE SOUTH STE 300 | SAN DIEGO | CA | 92108 | 882198924 | WELFARE FUND | CA | CALIFORNIA SCHOOLS VOL EMP BEN ASSOC | C | $3,699,246 | $7,181,922 | 1.00000 | 0 |
| ARTHUR J GALLAGHER & CO | ||||||||||||
| 2850 GOLF ROAD | ROLLING MEADOWS | IL | 60008 | 362151613 | INSURANCE COMPANY | IL | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICE EXPENSES PAID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $3,546,044 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |