Liabilities / Assets
30th percentile
Higher debt load relative to assets than 30% of similar nonprofits.
990 • Fiscal year 2015 • EIN 20-6264555
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
30th percentile
Higher debt load relative to assets than 30% of similar nonprofits.
Liabilities / Revenue
37th percentile
Higher debt load relative to revenue than 37% of similar nonprofits.
Net Margin
82nd percentile
Higher net margin than 82% of similar nonprofits.
Top Officer Pay
50th percentile
Higher top officer pay than 50% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Assets
Up$6,443,084
Up $196,396 (+3.1%) from 2014
Net Assets
Up$6,436,644
Up $195,393 (+3.1%) from 2014
Liabilities
Up$6,440
Up $1,003 (+18%) from 2014
Revenue
Down$874,243
Down $406,666 (-32%) from 2014
Expenses
Up$678,850
Up $92,653 (+16%) from 2014
Net Income
Down$195,393
Down $499,319 (-72%) from 2014
The primary purpose of the escondido educators retirement supplementary benefits trust is to supplement health insurance premiums for retired employees
The primary purpose of the escondido educators retirement supplementary benefits trust is to suplement health insurance premiums for retired employees
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $5,834,176 | $6,086,937 | ▲ $252,761 |
| Savings and Temporary Cash Investments | $298,052 | $250,438 | ▼ $47,614 |
| Accounts Receivable | $55,309 | $61,139 | ▲ $5,830 |
| Cash and Non-Interest-Bearing Accounts | $58,648 | $42,793 | ▼ $15,855 |
| Prepaid Expenses and Deferred Charges | $238 | $1,538 | ▲ $1,300 |
| Total Assets | $6,246,688 | $6,443,084 | ▲ $196,396 |
| Other Assets Total | $265 | $239 | ▼ $26 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $5,437 | $6,440 | ▲ $1,003 |
| Total Liabilities | $5,437 | $6,440 | ▲ $1,003 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $6,241,251 | $6,436,644 | ▲ $195,393 |
| Total Net Assets Fund Balance | $6,241,251 | $6,436,644 | ▲ $195,393 |
| Total Liabilities and Net Assets / Fund Balance | $6,246,688 | $6,443,084 | ▲ $196,396 |
| Name | Title |
|---|---|
| Clay Brown | Trustee |
| David Araiza | Trustee |
| Kym Atkins | Trustee |
| Robin Marks | Trustee |
| Tom Gabriella | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $678,850 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Expenses | $627,939 | $3,412 | - | $627,939 |
| Fees for Services Accounting | $10,969 | $32,906 | - | $43,875 |
| Fees for Services Legal | $493 | $1,480 | - | $1,973 |
| Depreciation Depletion | - | $26 | - | $26 |
| Total Functional Expenses | $639,401 | $39,449 | $0 | $678,850 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $678,850 |
| Total Expenses per Audited Statements | $678,850 |
| Total Expenses per Form 990 | $678,850 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Robin marks 1105 hidden trail escondido ca 92026 clay brown 3240 mary lane escondido ca 92025 kimberley atkins 1863 angeles glen escondid ca 92029 thomas h gabriella 1340 kent ave escondido ca 92027”
“The form 990 is reviewed by the independent cpa after being completed by the enrolled agent it is then presented to the chair trustee for his review and signature all trustees receive a copy of the 990 that has been filed with the irs”
“The written conflict of interest policy and procedures requires each member of the board of trustees to annually disclose potential conflicts of themselves or their family”
“Members this is done at the beginning of each calendar year and/or at the beginning of the trustees term of service the contract administrator monitors the signed disclosure forms”
“And is prepared to present to the board of trustees if there are any interests that could give rise to conflicts”
“The mandatory trustee duties requires the board of trustees maintain and provide for inspection at the contract administrator's office, a summary of the trust's most recent”
“Audited financial statements and actuarial report. Upon written request make the trust's plan documents reasonably available for inspection by interested persons at the principal office of the trust and at such other suitable”
“Places as the board may designate from time to time”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | true |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5437 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 6440 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 55309 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 61139 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE PRIMARY PURPOSE OF THE ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TRUST IS TO SUPLEMENT HEALTH INSURANCE PREMIUMS FOR RETIRED EMPLOYEES |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | AJ CUNNINGHAM ASSOCIATES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7604320587 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 403 W 5TH AVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ESCONDIDO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 920254851 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 58648 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 42793 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 122900 |
| IRS990/CYOtherExpensesAmt | 0 | 678850 |
| IRS990/CYOtherRevenueAmt | 0 | -55279 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 806622 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 195393 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 678850 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 874243 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 26 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 26 |
| IRS990/Desc | 0 | A TOTAL OF 363 EMPLOYEES WERE PARTICIPANTS IN THE TRUST AT THE END OF |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 639401 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 32906 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 10969 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 43875 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 1480 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 493 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1973 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ROBIN MARKS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CLAY BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KYM ATKINS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TOM GABRIELLA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | DAVID ARAIZA |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 2005 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 874243 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 122900 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 122900 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5834176 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 6086937 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE PRIMARY PURPOSE OF THE ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TRUST IS TO SUPPLEMENT HEALTH INSURANCE PREMIUMS FOR RETIRED EMPLOYEES |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 6241251 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 6436644 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 265 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 239 |
| IRS990/OtherExpensesGrp/Desc | 0 | OFFICE |
| IRS990/OtherExpensesGrp/Desc | 1 | INSURANCE TRUST FIDU |
| IRS990/OtherExpensesGrp/Desc | 2 | BENEFITS PAID FOR |
| IRS990/OtherExpensesGrp/Desc | 3 | BENEFICIARIES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1625 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 3412 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 627939 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1625 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3412 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 627939 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | UNREALIZED GAINS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | -55279 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | -55279 |
| IRS990/OtherRevenueTotalAmt | 0 | -55279 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 238 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1538 |
| IRS990/PrincipalOfficerNm | 0 | ROBIN LEE MARKS |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYEE CONTRIBUT |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | INSURANCE PREMIUMS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 671608 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 135014 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 671608 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 135014 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 107168 |
| IRS990/PYOtherExpensesAmt | 0 | 586197 |
| IRS990/PYOtherRevenueAmt | 0 | 466391 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 707350 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 694712 |
| IRS990/PYTotalExpensesAmt | 0 | 586197 |
| IRS990/PYTotalRevenueAmt | 0 | 1280909 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 195393 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 806622 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 298052 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 250438 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 678850 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 874243 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 678850 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 874243 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 874243 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 678850 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ROBIN MARKS 1105 HIDDEN TRAIL ESCONDIDO CA 92026 CLAY BROWN 3240 MARY LANE ESCONDIDO CA 92025 KIMBERLEY ATKINS 1863 ANGELES GLEN ESCONDID CA 92029 THOMAS H GABRIELLA 1340 KENT AVE ESCONDIDO CA 92027 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 IS REVIEWED BY THE INDEPENDENT CPA AFTER BEING COMPLETED BY THE ENROLLED AGENT IT IS THEN PRESENTED TO THE CHAIR TRUSTEE FOR HIS REVIEW AND SIGNATURE ALL TRUSTEES RECEIVE A COPY OF THE 990 THAT HAS BEEN FILED WITH THE IRS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE WRITTEN CONFLICT OF INTEREST POLICY AND PROCEDURES REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF THEMSELVES OR THEIR FAMILY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MEMBERS THIS IS DONE AT THE BEGINNING OF EACH CALENDAR YEAR AND/OR AT THE BEGINNING OF THE TRUSTEES TERM OF SERVICE THE CONTRACT ADMINISTRATOR MONITORS THE SIGNED DISCLOSURE FORMS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | AND IS PREPARED TO PRESENT TO THE BOARD OF TRUSTEES IF THERE ARE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE MANDATORY TRUSTEE DUTIES REQUIRES THE BOARD OF TRUSTEES MAINTAIN AND PROVIDE FOR INSPECTION AT THE CONTRACT ADMINISTRATOR'S OFFICE, A SUMMARY OF THE TRUST'S MOST RECENT |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | AUDITED FINANCIAL STATEMENTS AND ACTUARIAL REPORT. UPON WRITTEN REQUEST MAKE THE TRUST'S PLAN DOCUMENTS REASONABLY AVAILABLE FOR INSPECTION BY INTERESTED PERSONS AT THE PRINCIPAL OFFICE OF THE TRUST AND AT SUCH OTHER SUITABLE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | PLACES AS THE BOARD MAY DESIGNATE FROM TIME TO TIME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 PART VI LINE 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990 PART VI LINE 11A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990 PART VI LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990 PART VI LINE 12C CONTINUED |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990 PART VI LINE 12C CONTINUED |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990 PART VI LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990 PART VI LINE 19 CONTINUED |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990 PART VI LINE 19 CONTINUED |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | ESCONDIDO SECONDARY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | ESCONDIDO UNION HIGH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 330691577 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 956001096 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501 C 5 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | TEACHERSUNION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | EDUCATIONADMINISTRA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | TEACHERS ASSN 1535 GRAND AVE STE A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | SCHOOL DISTRICT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | SAN MARCOS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | ESCONDIDO |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 920782465 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 920272708 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 6246688 |
| IRS990/TotalAssetsEOYAmt | 0 | 6443084 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 6246688 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 6443084 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 39449 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 639401 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 678850 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 5437 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 6440 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 5437 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 6440 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 6241251 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 6436644 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 639401 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 806622 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 874243 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 874243 |
| IRS990/TotalVolunteersCnt | 0 | 5 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 6246688 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 6443084 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 6241251 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 6436644 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1105 HIDDEN SPRINGS TRAIL |
| IRS990/USAddress/CityNm | 0 | ESCONDIDO |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 92026 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBIN LEE MARKS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-11-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ESCONDIDO EDUCATORS RETIREMEN |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SUPPLEMENTARY BENEFITS TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ESCO |
| ReturnHeader/Filer/EIN | 0 | 206264555 |
| ReturnHeader/Filer/PhoneNum | 0 | 7607444108 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1535 GRAND AVE STE A |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN MARCOS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92078 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 030391203 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | AJ CUNNINGHAM & ASSOCIATES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 403 W 5TH AVE STE A |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ESCONDIDO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 920254851 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7604320587 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-10-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ADELE J CUNNINGHAM EA |
| ReturnHeader/ReturnTs | 0 | 2015-11-04T10:27:40-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.