Mission
To accumulate contributions from the San Diego Unified School District in order to provide, in whole or in part, health and welfare benefit premium credits to the Trust's beneficiaries: Eligible Retired and Laid Off Unit Members.
Public Charity
San Diego USD-SDEA Joint Employee Welfare Benefits Trust
San Diego USD-SDEA Joint Employee Welfare Benefits Trust is a Public Charity headquartered in San Diego, CA. Financial data from the 2025 filing: $3.9M revenue, $3.0M expenses, $12.9M total assets.
EIN: 336281020
San Diego, CA
Voluntary Employees Beneficiary Associations Government)
NTEE: Y44
Latest filing: 2025
Total Revenue$3.9M
Total Expenses$3.0M
Total Assets$12.9M
Grant Records0
Filing Years2021–2025
Where $100 goes at San Diego USD-SDEA Joint Employee Welfare Benefits Trust
How San Diego USD-SDEA Joint Employee Welfare Benefits Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$97
Programs
the work itself
$3
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $97 for programs
$97
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…
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Co-Chair
Alicia Rolfe
Trustee
Curtis Walker
Trustee
Dana Cherony
Trustee
Morgan Thornberry
Trustee
Nguyen Phan
Co-Chair
Ron Reese
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $3.9M | $3.0M | $12.9M |
| 2024 | $3.8M | $2.3M | $11.4M |
| 2023 | $4.0M | $2.2M | $9.8M |
| 2022 | $3.1M | $2.4M | $7.6M |
| 2021 | $3.5M | $2.7M | $7.5M |
Between 2021 and 2025, reported annual revenue grew from $3.5M to $3.9M (+14%), with total assets most recently reported at $12.9M.
Interactive year-over-year charts and full filing details available with membership.