Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Public Charity
MONTEBELLO TEACHERS ASSOCIATION SUPPLEMENTAL HEALTH PLAN
MONTEBELLO TEACHERS ASSOCIATION SUPPLEMENTAL HEALTH PLAN is a Public Charity headquartered in SAN DIEGO, CA. Financial data from the 2025 filing: $3.3M revenue, $4.1M expenses, $17.5M total assets.
EIN: 954134329
SAN DIEGO, CA
Latest filing: 2025
Total Revenue$3.3M
Total Expenses$4.1M
Total Assets$17.5M
Grant Records0
Filing Years2021–2025
Officers & Directors
Union Trustee
Andy Shinn
NON-VOTING TRUSTEE
David Navar
Non-voting Trustee
Doug Patzkowski
Union Trustee
Elizabeth Gasca
Trustee
Julian Delatorre
Union Trustee
Rafael Gutierrez
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $3.3M | $4.1M | $17.5M |
| 2024 | $3.6M | $4.0M | $18.0M |
| 2023 | $2.9M | $4.1M | $17.2M |
| 2022 | $3.1M | $3.8M | $18.2M |
| 2021 | $3.5M | $4.0M | $21.9M |
Between 2021 and 2025, reported annual revenue declined from $3.5M to $3.3M (-5%), with total assets most recently reported at $17.5M.
Interactive year-over-year charts and full filing details available with membership.