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SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOUTHERN CALIFORNIA SCHOOLS VOLUNTARY EMPLOYEES BENEFITS ASSOC (EIN 33-0579503)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-02
IRS object ID
202242459349300819
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2022-09-02T10:21:30-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330567239PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RBTK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15675 RUFFIN ROAD STE 300AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330579503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA SCHOOLS VOL EMP BEN ASSOCBusinessNameLine1Txt
Business Name Line2FKA SOCAL SCHOOLS VOLEMPBENEFITS ASSOBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone6192780021PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11843 HOTEL CIRCLE SOUTH 3RD FLOORAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBIN WATKINSPersonNm
Person TitleCHAIRPersonTitleTxt
Signature2022-09-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBINPersonFirstNm
Person LastWATKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAshlynn BallPreparerPersonNm
PTINP01384631PTIN
Phone8584300300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line11843 HOTEL CIRCLE SOUTH 3RD FLOORAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$919,331,251GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.vebaonline.comWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1993FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE 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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$20,175TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$887,737,029PYProgramServiceRevenueAmt
CY Program Service Revenue$918,410,973CYProgramServiceRevenueAmt
PY Investment Income$614,541PYInvestmentIncomeAmt
CY Investment Income$674,766CYInvestmentIncomeAmt
PY Other Revenue$24,117PYOtherRevenueAmt
CY Other Revenue$20,175CYOtherRevenueAmt
PY Total Revenue$888,375,687PYTotalRevenueAmt
CY Total Revenue$919,105,914CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$845,422,414PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$886,908,903CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$17,360,292PYOtherExpensesAmt
CY Other Expenses$22,225,504CYOtherExpensesAmt
PY Total Expenses$862,782,706PYTotalExpensesAmt
CY Total Expenses$909,134,407CYTotalExpensesAmt
PY Revenues Less Expenses$25,592,981PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,971,507CYRevenuesLessExpensesAmt
Total Assets BOY$167,754,028TotalAssetsBOYAmt
Total Assets EOY$183,534,319TotalAssetsEOYAmt
Total Liabilities BOY$52,871,897TotalLiabilitiesBOYAmt
Total Liabilities EOY$56,772,487TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$114,882,131NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$126,761,832NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$886,908,903ExpenseAmt
DescTHE 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.Desc
Total Program Service Expenses$886,908,903TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document41IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGBS IncPersonNm
Phone6192780021PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11843 HOTEL CIRCLE SOUTH 3RD FLOORAddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92108ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LAMONT JACKSON
Director1.0039.00Yes (X)$0$273,224$0
MICHAEL SIMONSON
Director1.0039.00Yes (X)$0$261,646$0
ANNE STAFFIERI
Director1.0039.00Yes (X)$0$259,306$0
CLARK HAMPTON
Director1.0039.00Yes (X)$0$247,480$0
RON REESE
Director1.0039.00Yes (X)$0$120,644$0
JAMES MESSINA
Director1.000.00Yes (X)$0$106,297$0
ROBIN WATKINS
CO-CHAIR2.0038.00Yes (X)$0$66,280$0
RONDA WALEN
Director1.0039.00Yes (X)$0$61,801$0
TAMARA OTERO
Director1.000.00Yes (X)$0$68$0
SHAWANA GRACE
Director1.000.00Yes (X)$0$0$0
ESPIE MEDELLIN
Director1.000.00Yes (X)$0$0$0
URSULA SALBATO
Director2.0038.00Yes (X)$0$0$0
ETHEL LARKINS
Director1.000.00Yes (X)$0$0$0
LIAN SHOEMAKE
Director2.000.00Yes (X)$0$0$0
BRIAN DUFFY
CHAIR2.0038.00Yes (X)$0$0$0
KARL MUELLER
Director1.0039.00Yes (X)$0$0$0
GREGG ROBINSON
Director1.0039.00Yes (X)$0$0$0
DAVID FELICIANO
Director1.0039.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$1,396,746TotReportableCompRltdOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CROWELL & MORING LLP
PO BOX 75509BALTIMOREMD21275CONSULTING$341,040
ERNST & YOUNG US LLP
PO BOX 846793LOS ANGELESCA90084CONSULTING$240,000
REICH ADELL & CVITAN
3550 WILSHIRE BLVD 2000LOS ANGELESCA90010LEGAL$140,875
LIZA E WOELK DBA SAN DIEGO WELLNESS SOURCE
4101 PARK PLACE 2SAN DIEGOCA92116SERVICE PROVIDER$145,760
TALL PINE CONSULTING LLC
60427 WOODSIDE LOOPBENDOR97702CONSULTING$205,886
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMembership Dues & AssessmentsDesc
Total Revenue Column$918,410,973TotalRevenueColumnAmt
Exclusion$918,410,973ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$918,410,973TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$674,766TotalRevenueColumnAmt
Exclusion$674,766ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$245,512RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$225,337RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$20,175RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,175TotalRevenueColumnAmt
Unrelated Business Revenue$20,175UnrelatedBusinessRevenueAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$919,105,914TotalRevenueColumnAmt
Unrelated Business Revenue$20,175UnrelatedBusinessRevenueAmt
Exclusion$919,085,739ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$886,908,903TotalAmt
Program Services$886,908,903ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$7,200TotalAmt
Management And General$7,200ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$560,909TotalAmt
Management And General$560,909ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,209TotalAmt
Management And General$15,209ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Program support$9,306,630$9,306,630
Management fees$6,825,305$6,825,305
Communications$1,794,794$1,794,794
Other deductions$1,752,378$1,752,378

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,963,079TotalAmt
Management And General$1,963,079ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$909,134,407TotalAmt
Program Services$886,908,903ProgramServicesAmt
Management And General$22,225,504ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$116,611,811BOYAmt
EOY$133,145,484EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,066,157BOYAmt
EOY$7,168,206EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$485,913BOYAmt
EOY$631,041EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$18,823,332LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,066,287LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,611,863BOYAmt
EOY$16,757,045EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$23,788,784BOYAmt
EOY$25,263,465EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,189,500BOYAmt
EOY$569,078EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$167,754,028BOYAmt
EOY$183,534,319EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$510,279BOYAmt
EOY$571,377EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$28,117,645BOYAmt
EOY$29,264,009EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,243,973BOYAmt
EOY$26,937,101EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,871,897BOYAmt
EOY$56,772,487EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$114,882,131BOYAmt
EOY$126,761,832EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$114,882,131BOYAmt
EOY$126,761,832EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$167,754,028BOYAmt
EOY$183,534,319EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$9,971,507ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$966,919NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$941,275OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,897,021OtherCostOrOtherBasisAmt
Book Value$1,897,021BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,588,084OtherCostOrOtherBasisAmt
Depreciation$571,212DepreciationAmt
Book Value$7,016,872BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,372,052OtherCostOrOtherBasisAmt
Depreciation$530,891DepreciationAmt
Book Value$6,841,161BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,000OtherCostOrOtherBasisAmt
Depreciation$97,917DepreciationAmt
Book Value$27,083BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,841,175OtherCostOrOtherBasisAmt
Depreciation$866,267DepreciationAmt
Book Value$974,908BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,757,045TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Insurance premiums and claims payable$7,165,350
Other liabilities$3,784,541
Unpaid self-insurance claims incurred$15,987,210
FieldValueIRS element (for citing)
Total Liability$26,937,101TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$921,014,108TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$966,919NetUnrealizedGainsInvstAmt
Other Revenue$941,275OtherRevenueAmt
Revenue Not Reported$1,908,194RevenueNotReportedAmt
Revenue Subtotal$919,105,914RevenueSubtotalAmt
Total Revenue Per Form990$919,105,914TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$909,134,407TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$909,134,407ExpensesSubtotalAmt
Total Expenses Per Form990$909,134,407TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart XI, Line 2d: Other revenue amounts included in F/S but not included on form 990FormAndLineReferenceDesc
ExplanationAllowance for billing and eligibility ad $941275ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
ANNE STAFFIERI
Director$259,306$259,306
CLARK HAMPTON
Director$247,480$247,480
LAMONT JACKSON
Director$273,224$273,224
MICHAEL SIMONSON
Director$261,646$261,646

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessA Review will be conducted or was conducted prior to filing.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe Trustees are required to affirm their continued compliance with the Trust's Conflict of Interest Policy on an annual basis.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe 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.
Other Changes In Net Assets Or Fund Balances - Other IncreasesALLOWANCE FOR BILLING AND ELIGIBILITY ADJUSTMENTS = $941275
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).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (61 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
Alpine Union School District
1323 Administration WayAlpineCA919019401956000040School DistrictCAN/Afalse
American Federation of Teachers
3737 Camino Del Rio South 140San DiegoCA92108237063299Employee UnionCAN/Afalse
Bonsall Union School District
31505 Old River RoadBonsallCA92003956000318School DistrictCAN/Afalse
Cajon Valley School District
750 E Main StreetEl CajonCA92020956000428School DistrictCAN/Afalse
5 Copper Mountain Community College Dis
6162 Rotary Way PO Box 1398Joshua TreeCA92252330838252School DistrictCAN/Afalse
6 Coronado Unified School District
201 Sixth StreetCoronadoCA92118956000915School DistrictCAN/Afalse
7 Cypress School District
9470 Moody StreetCypressCA90630956000976School DistrictCAN/Afalse
8 Darnall Charter School
6020 Hughes StreetSan DiegoCA92115320109272School DistrictCAN/Afalse
9 Dehesa School District
4612 Dehesa RoadEl CajonCA92021956000988School DistrictCAN/Afalse
10 El Monte Union High School District
3537 Johnson AvenueEl MonteCA91731956001075School DistrictCAN/Afalse
11 Escondido Union School District Elem
2310 AldergroveEscondidoCA92029956001098School DistrictCAN/Afalse
12 Escondido Union High School District
302 N Midway DriveEscondidoCA92027956001096School DistrictCAN/Afalse
13 Fallbrook Union Elementary School Di
321 N Iowa StreetFallbrookCA92028956001127School DistrictCAN/Afalse
14 Jamul-Dulzura Union School District
14851 Lyons Valley RoadJamulCA91935956001704School DistrictCAN/Afalse
15 Julian Union School District
1704 Cape Horn PO Box 337JulianCA92036956001739School DistrictCAN/Afalse
16 Jurupa Area Recreation and Park Dist
4810 Pedley RoadRiversideCA92509330105732County Parks & RecCAN/Afalse
17 Lakeside Union School District
12335 Woodside AvenueLakesideCA95040956001809School DistrictCAN/Afalse
18 Lemon Grove Elementary School Distr
8025 Lincoln StreetLemon GroveCA919452515956001845School DistrictCAN/Afalse
19 Mountain Empire Unified School Dist
3291 Buckman Springs RoadPine ValleyCA919624003956005010School DistrictCAN/Afalse
20 National City School District
1500 N AvenueNational CityCA919504827956002166School DistrictCAN/Afalse
21 San Diego Community College District
3375 Camino del Rio SouthSan DiegoCA92108952644299School DistrictCAN/Afalse
22 San Diego County Office of Education
6401 Linda Vista RoadSan DiegoCA92111956000935County Office of EdCAN/Afalse
23 San Diego Unified School District
4100 Normal StreetSan DiegoCA92103956002781School DistrictCAN/Afalse
24 San Dieguito Union High School Distr
710 Encinitas BlvdEncinitasCA920243357956002787School DistrictCAN/Afalse
25 San Marcos Unified School District
255 Pico AvenueSan MarcosCA92069952939365School DistrictCAN/Afalse
26 San Ysidro Elementary School Distr
4350 Otay Mesa BoulevardSan YsidroCA92173956002821School DistrictCAN/Afalse
27 Solana Beach School District
309 N Rios AvenueSolana BeachCA92075956002967School DistrictCAN/Afalse
28 South Bay Union School District
601 Elm AvenueImperial BeachCA91932956002975School DistrictCAN/Afalse
29 Southwestern Community College Distr
900 Otay Lakes RoadChula VistaCA91910956006659School DistrictCAN/Afalse
30 Spencer Valley School District
PO Box 159Santa YsabelCA920700159956003022School DistrictCAN/Afalse
31 Sweetwater Union High School Distr
1130 Fifth AvenueChula VistaCA919112896956003082School DistrictCAN/Afalse
32 Vallecitos School District
5211 Fifth StreetRainbowCA92028956003366School DistrictCAN/Afalse
33 Warner Unified School District
PO Box 8 30951 Highway 79Warner SpringsCA92086330644852School DistrictCAN/Afalse
34 Yucaipa-Calimesa Joint Unif School D
12797 3rd StreetYucaipaCA92399952254105School DistrictCAN/Afalse
35 Claremont Unified School District
170 W San Jose AvenueClaremontCA91711956000818School DistrictCAN/Afalse
36 Holtville Unified School District
621 E Sixth StreetHoltvilleCA92250952429231School DistrictCAN/Afalse
37 Huntington Beach City School Distric
20451 Craimer LaneHuntington BeachCA92646956001643School DistrictCAN/Afalse
38 La Mesa-Spring Valley School Distric
4750 Date AvenueLa MesaCA91942956001813School DistrictCAN/Afalse
39 Ocean View School District
17200 Pinehurst LaneHuntington BeachCA92647956002237School DistrictCAN/Afalse
40 Riverside Unified School District
3380 14th streetRiversideCA92516952883296School DistrictCAN/Afalse
41 Valley Center-Pauma Unified
28751 Cole Grande RoadValley CenterCA92082330884455School DistrictCAN/Afalse
42 Vista Unified School District
1234 Arcadia AvenueVistaCA92084956003432School DistrictCAN/Afalse
43California Interscholastic Federation
2131 Pan American PlazaSan DiegoCA92101952141862AssociationCAN/Afalse
44 Corona-Norco Unified School District
2820 Clark AveNorcoCA92860330277305School DistrictCAN/Afalse
45 Grossmont-Cuyamaca CC District
8800 Grossmont CollegeEl CajonCA92020956006652School DistrictCAN/Afalse
46 Huntington Beach Unified High School
17011 BEACH BLVD STE 560Huntington BeachCA92647956001644School DistrictCAN/Afalse
47 Borrego Springs Unified School Dist
2281 Diegueno RoadBorrego SpringsCA92004956000319School DistrictCAN/Afalse
48 Chula Vista Elementary School Distri
84 East J StreetChula VistaCA91910956000613School DistrictCAN/Afalse
49 Julian Union High School District
1656 Hwy 78JulianCA92036956001738School DistrictCAN/Afalse
50 San Pasqual Union School District
15305 Rickwood RoadEscondidoCA92027956002814School DistrictCAN/Afalse
51 California Federation of Teachers
2550 N Hollywood Way 400BurbankCA91505941271864AssociationCAN/Afalse
52 Cardiff School District
1888 Motgomery AvenueCardiff by the SeaCA92007956000501School DistrictCAN/Afalse
53 San Bernardino City Unified School
777 N F StreetSan BernardinoCA92410952285577School DistrictCAN/Afalse
54 County of San Diego
5560 Overland AvenueSan DiegoCA92123956000934MunicipalityCAN/Afalse
55 Grossmont Union High
1100 Murray Drive PO Box 1043El CajonCA92020956001517School DistrictCAN/Afalse
56 Oceanside Unified School District
2111 Mission Ave Building DOceansideCA92058952681075School DistrictCAN/Afalse
57 Metropolitan Employees Benefits
1843 Hotel Circle SouthSan DiegoCA92108330661389AssociationCAN/Afalse
58 Imperial County Office of Education
1398 Sperber RoadEl CentroCA92243956001665County Office of EdCAN/Afalse
59 Victor Valley Wastewater Reclamation
20111 Shay RoadVictorvilleCA92394953200665AssociationCAN/Afalse
60 What the Strong Do to Rise LLC
1843 Hotel Circle South Ste 300San DiegoCA92108851440944Welfare FundCAN/Afalse
61 Chino Valley Unified School District
5130 Riverside DriveChinoCA91710956000586School DistrictCAN/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line160 What the Strong Do to Rise LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypemTransactionTypeTxt
Involved$1,436,734InvolvedAmt
Method Of Amount DeterminationCASH VALUEMethodOfAmountDeterminationTxt