SAN DIEGO GAS & ELECTRIC CO MEDICAL BENEFITS PLAN TRUST (UNION RETIREES)

EIN: 330618480

SAN DIEGO, CA

Total Revenue
$2,085,236
Total Expenses
$1,542,969
Total Assets
$1,689,884
Net Assets
$1,688,880
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
CA
Principal Officer
JAMES MAHONEY
Phone
6196962250
Tax Period
2023-01-01 to 2023-12-31

SAN DIEGO GAS & ELECTRIC CO MEDICAL BENEFITS PLAN TRUST (UNION RETIREES), founded in 1976, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. The organization ran a surplus of $542K, a strong 26% operating margin.

Mission

PROVISION OF HEALTH BENEFITS FOR RETIREES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,030,273
Investment Income $54,963
Other Revenue $0
TOTAL REVENUE $2,085,236

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,491,934
Other Expenses $51,035
TOTAL EXPENSES $1,542,969

Year-over-Year Comparison

2023 2022 Change
Revenue $2,085,236 $2,150,602 0.0%
Expenses $1,542,969 $1,607,987 0.0%
Net Income $542,267 $542,615 0.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.00
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,085,236 $1,542,969 $1,689,884 $542,267
2022 $2,150,602 $1,607,987 $1,147,766 $542,615
2021 $2,116,442 $1,685,472 $606,194 $430,970
2020 $2,162,226 $2,212,456 $173,225 $-50,230
2019 $2,207,604 $2,584,951 $351,075 $-377,347
2018 $2,665,904 $2,740,473 $600,605 $-74,569
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