San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr
Only null% goes to programs Strong reserves Growing revenue
San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr is a 501(c)(9) organization based in San Diego, California, registered in 2000, with $4,003,564 in FY2023 revenue. CharityIndex grades it C+.
1843 Hotel Cir S Ste 300, San Diego, CA, 92108 EIN 33-6281020 Since 2000
Revenue (FY2023)
$4.0M
▲ 27.5% vs prior year
Membership median: $185K
Expenses (FY2023)
$2.2M
Net assets
$9.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
★★★★
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 →—Program efficiency40% of the ratingNo expense breakdown in filings
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 Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating54 mo reserves · +46% margin
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 Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr: 54 mo reserves · +46% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1843 Hotel Cir S Ste 300, San Diego, CA, 92108
- City
- San Diego
- State
- California
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
Financial trends
Revenue declined from $4.2M (FY2014) to $4.0M (FY2023) across 10 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $7,690Net assets $9.8M
Operating margin
46.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$9.8M
Total liabilities
$7,690
Net assets
$9.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $4,003,564▲27.5% | $2,155,452▼12.0% | $9,762,087▲28.5% | $9,769,777▲28.6% | 990 |
| 2022 | $3,140,132▼9.4% | $2,449,885▼10.8% | $7,598,508▲2.0% | $7,598,575▲1.9% | 990 |
| 2021 | $3,467,099▲16.6% | $2,747,960▲3.3% | $7,452,103▲14.2% | $7,453,500▲14.2% | 990 |
| 2020 | $2,972,634▼1.3% | $2,659,034▼16.8% | $6,525,641▲9.8% | $6,525,641▲9.8% | 990 |
| 2019 | $3,012,297▲3.2% | $3,197,565▼14.8% | $5,943,751▲2.3% | $5,943,751▲2.3% | 990 |
| 2018 | $2,919,512▼1.8% | $3,751,864▲1.5% | $5,808,293▼15.0% | $5,808,293▼16.7% | 990 |
| 2017 | $2,971,810▲6.9% | $3,695,131▲22.8% | $6,834,493▼4.2% | $6,976,365▼2.2% | 990 |
| 2016 | $2,779,774▼1.4% | $3,009,283▼12.5% | $7,136,930▲1.5% | $7,136,930▲1.5% | 990 |
| 2015 | $2,820,056▼32.7% | $3,437,490▲4.9% | $7,028,459▼10.2% | $7,031,631▼10.2% | 990 |
| 2014 | $4,190,096 | $3,276,545 | $7,830,235 | $7,832,589 | 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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Compare San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr
Frequently asked questions
- Is San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr a legitimate nonprofit?
- Yes. San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 33-6281020, based in San Diego, California.
- What is San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr's EIN?
- San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr's Employer Identification Number (EIN) is 33-6281020.
- How much revenue does San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr report?
- San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr reported $4,003,564 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr have?
- CharityIndex grades San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr C+, based on financial health (reserves and operating margin).
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Data for San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr (EIN 33-6281020) 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.