San Diego, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)San Diego USD-SDEA Joint Employee Welfare Benefits Trust, founded in 1999, is a community nonprofit in the Mutual Benefit sector that reported $3.8M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $1.5M, a strong 39% operating margin.
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.
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 the...
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 the District in order to provide, in whole or in part, health and welfare benefit premium credits to eligible retired and laid off unit members.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $3,800,024 | $4,003,564 | -0.1% |
| Expenses | $2,324,294 | $2,155,452 | +0.1% |
| Net Income | $1,475,730 | $1,848,112 | -0.2% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Tim Fournier | Trustee (until Aug. 2024) | 0.50 |
Director
|
$0 | $0 | $0 |
| Morgan Thornberry | Trustee | 0.50 |
Director
|
$0 | $0 | $147,108 |
| Alicia Rolfe | Co-Chair | 0.50 |
Officer
Director
|
$0 | $0 | $169,684 |
| Ron Reese | Co-Chair | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| Nguyen Phan | Trustee | 0.50 |
Director
|
$0 | $0 | $133,406 |
| Curtis Walker | Trustee (as of Sept. 2024) | 0.50 |
Director
|
$0 | $0 | $123,059 |
| Nancy Lara | Trustee (unitl Mar. 2024) | 0.50 |
Director
|
$0 | $0 | $0 |
| Dana Cherony | Trustee (as of Aug. 2024) | 0.50 |
Director
|
$0 | $0 | $149,801 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $3,800,024 | $2,324,294 | $11,448,324 | $1,475,730 |
| 2023 | $4,003,564 | $2,155,452 | $9,769,777 | $1,848,112 |
| 2022 | $3,140,132 | $2,449,885 | $7,598,575 | $690,247 |
| 2021 | $3,467,099 | $2,747,960 | $7,453,500 | $719,139 |
| 2020 | $2,972,634 | $2,659,034 | $6,525,641 | $313,600 |
| 2019 | $3,012,297 | $3,197,565 | $5,943,751 | $-185,268 |
| 2018 | $2,919,512 | $3,751,864 | $5,808,293 | $-832,352 |
Compare San Diego USD-SDEA Joint Employee Welfare Benefits Trust with other nonprofits in California and across the country.