San Diego Theatrical Group Insurance Trust Health & Welfare F is a 501(c)(9) organization based in San Diego, California, with $5,058,255 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$5.1M
▲ 21.0% vs prior year
Expenses (FY2023)
$3.2M
Net assets
$6.4M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for San Diego Theatrical Group Insurance Trust Health & Welfare F— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For San Diego Theatrical Group Insurance Trust Health & Welfare F: 24 mo reserves · +37% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for San Diego Theatrical Group Insurance Trust Health & Welfare F— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For San Diego Theatrical Group Insurance Trust Health & Welfare F: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $1.6M (FY2013) to $5.1M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
37.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$7.8M
Total liabilities
$1.4M
Net assets
$6.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $5,058,255▲21.0% | $3,180,794▲19.0% | $6,436,236▲46.9% | $7,815,546▲41.8% | 990 |
| 2022 | $4,181,938▼7.8% | $2,673,230▲55.1% | $4,381,537▲49.2% | $5,509,916▲55.6% | 990 |
| 2021 | $4,534,924▲344% | $1,723,477▲20.0% | $2,935,846▲2258% | $3,542,072▲333% | 990 |
| 2020 | $1,020,473▼34.3% | $1,436,694▼54.1% | $124,490▼79.1% | $818,656▼72.1% | 990 |
| 2019 | $1,552,879▼48.0% | $3,129,364▲22.5% | $596,295▼72.1% | $2,931,078▼7.5% | 990 |
| 2018 | $2,987,785▲23.7% | $2,554,126▲10.0% | $2,139,923▲29.7% | $3,169,209▲27.4% | 990 |
| 2017 | $2,414,988▼0.8% | $2,321,672▲10.1% | $1,649,887▲3.2% | $2,487,266▲3.3% | 990 |
| 2016 | $2,434,408▲14.8% | $2,108,381▲10.8% | $1,598,319▲24.6% | $2,408,892▲20.4% | 990 |
| 2015 | $2,119,694▲13.3% | $1,902,357▲9.5% | $1,282,378▲22.3% | $2,000,930▲23.1% | 990 |
| 2014 | $1,871,643▲19.6% | $1,737,133▲19.4% | $1,048,565▲14.1% | $1,625,053▲14.3% | 990 |
| 2013 | $1,565,068 | $1,455,216 | $919,176 | $1,422,283 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for San Diego Theatrical Group Insurance Trust Health & Welfare F (EIN 95-6601791) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.