Civic Intelligence

San Diego Transit #1309 Security Fund Health & Welfare Plan

990 • Fiscal year 2014 • EIN 23-7029952

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

Organization ProfileN/A

View Organization Page

1640 South Loop RoadAlamenda, CA 94502

(510) 443-4400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.34x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.23x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

55th percentile

3.9%

Higher net margin than 55% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

85th percentile

24%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

39th percentile

0.3%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$4,739,235

Up $910,945 (+24%) from 2013

Net Assets

Up

$3,126,066

Up $357,697 (+13%) from 2013

Liabilities

Up

$1,613,169

Up $553,248 (+52%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin55th percentile

Revenue

Up

$6,926,353

Up $19,638 (+0.3%) from 2013

Expenses

Up

$6,652,899

Up $188,121 (+2.9%) from 2013

Net Income

Down

$273,454

Down $168,483 (-38%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $3,334,464Liabilities 2012: $1,009,172Net Assets 2012: $2,325,2922012Assets 2013: $3,828,290Liabilities 2013: $1,059,921Net Assets 2013: $2,768,3692013Assets 2014: $4,739,235Liabilities 2014: $1,613,169Net Assets 2014: $3,126,0662014Assets 2015: $4,127,467Liabilities 2015: $627,378Net Assets 2015: $3,500,0892015Assets 2016: $4,098,433Liabilities 2016: $43,341Net Assets 2016: $4,055,0922016Assets 2017: $4,372,347Liabilities 2017: $51,021Net Assets 2017: $4,321,3262017Assets 2018: $4,549,719Liabilities 2018: $4,599Net Assets 2018: $4,545,1202018Assets 2019: $4,844,225Liabilities 2019: $11,412Net Assets 2019: $4,832,8132019Assets 2020: $4,881,449Liabilities 2020: $374Net Assets 2020: $4,881,0752020Assets 2021: $5,231,688Liabilities 2021: $4,655Net Assets 2021: $5,227,0332021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2014

Assets$4,739,235
Liabilities$1,613,169
Net Assets$3,126,066
Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2012: $6,172,7982012Revenue 2013: $6,906,715Expenses 2013: $6,464,778Net Income 2013: $441,9372013Revenue 2014: $6,926,353Expenses 2014: $6,652,899Net Income 2014: $273,4542014Revenue 2015: $7,246,122Expenses 2015: $6,653,667Net Income 2015: $592,4552015Revenue 2016: $7,255,580Expenses 2016: $6,774,024Net Income 2016: $481,5562016Revenue 2017: $7,864,109Expenses 2017: $7,768,497Net Income 2017: $95,6122017Revenue 2018: $7,879,703Expenses 2018: $7,496,427Net Income 2018: $383,2762018Revenue 2019: $8,102,298Expenses 2019: $8,079,146Net Income 2019: $23,1522019Revenue 2020: $7,971,114Expenses 2020: $8,016,549Net Income 2020: -$45,4352020Revenue 2021: $7,771,998Expenses 2021: $7,615,187Net Income 2021: $156,8112021Revenue 2022: $476,697Expenses 2022: $5,082,643Net Income 2022: -$4,605,9462022

Highlighted filing

2014

Revenue$6,926,353
Expenses$6,652,899
Net Income$273,454
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$7,287,763
Mission and Program Overview

Mission

To provide health, dental and prescription drug benefits to members and their dependents.

To provide health benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,768,369$3,126,066▲ $357,697
Investments Other Securities$2,226,956$2,395,742▲ $168,786
Cash and Non-Interest-Bearing Accounts$963,677$956,404▼ $7,273
Accounts Receivable$619,737$928,789▲ $309,052
Savings and Temporary Cash Investments-$439,430-
Prepaid Expenses and Deferred Charges$17,920$18,870▲ $950
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,828,290$4,739,235▲ $910,945
Liabilities
Other Liabilities$1,050,871$1,612,794▲ $561,923
Accounts Payable and Accrued Expenses$9,050$375▼ $8,675
Total Liabilities$1,059,921$1,613,169▲ $553,248
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,768,369$3,126,066▲ $357,697
Total Liabilities and Net Assets / Fund Balance$3,828,290$4,739,235▲ $910,945

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$343,605--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Jeff StumboManagement Trustee - Chair
Jessica BurnettManagement Trustee - Chair
Brendan ShannonManagement Trustee
Marty HunterUnion Trustee
Raul Kiko DiazUnion Trustee
Wesley WellsUnion Trustee
Ric CupplesUnion Trustee - Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,908,064
Investment Income
$18,289
Other Revenue
$0
Change in Net Assets
$273,454

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,913,500
Revenue Not Reported on Financial Statements
$12,853
Revenue Not Reported on Form 990
$84,243
Total Revenue per Audited Statements
$6,997,743
Total Revenue per Form 990
$6,926,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,655
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$6,461,244--$6,461,244
Fees for Services Other$25,602$108,600-$134,202
Fees for Services Legal-$23,972-$23,972
Fees for Service Investment Mgmnt Fees-$12,853-$12,853
Fees for Services Accounting-$5,324-$5,324
Insurance-$4,945-$4,945
Office Expenses-$1,498-$1,498
Other Expenses-$1,112-$1,112
Total Functional Expenses$6,486,846$166,053$0$6,652,899

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,652,899
Total Expenses per Audited Statements$6,080,507
Expenses per Audited Statements$5,050,247
Expenses Not Reported on Financial Statements$1,602,652
Other Expense Adjustments$1,589,799
Expenses Not Reported on Form 990$1,030,260
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Future Benefit Obligations$1,589,799
Reserve for Wellness Program$22,995
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization management duties, include accounting functions and payments of medical benefits to various providers are through allied administrators.”

Form 990, Part VI, Section B, Line 11

“The copy of form 990 is provided to the trust administrator for review and signature.”

Form 990, Part VI, Section B, Line 12C

“The policy requires disclosure by the trustee of any relationships they or their families may have with any vendor or service provider.”

Form 990, Part VI, Section C, Line 18

“The form is available at the aministrator's office.”

Form 990, Part VI, Section C, Line 19

“The documents. Policies and financial statements are available at the trust office upon request from the public.”

FORM 990, PART VII, SECTION "A", COLUMN "E"

“Compensation disclosures: the organization, which is an erisa employee benefit fund, is governed by an uncompensated board of trustees and has no officers or employees. The day to day management, administration and operation of this fund is provided by a administrator.”

FORM 990, PART VII, SECTION "A", LINE 1A

“Trustee compensation information: the board of trustees are uncompensated by the organization.”

Filing and Contact Details

Filer

Filer Name
SAN DIEGO TRANSIT #1309 SECURITY
EIN
23-7029952
Phone
5104434400
Address
1640 SOUTH LOOP ROAD, ALAMENDA, CA 94502

Signing Officer

Name
Jeff Stumbo Chairman
Title
Chairman
Phone
5104334400
Signed
2015-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Stumbo
Formed
1967
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Bernard Kotkin & Company Llp
Address
533 SOUTH FREMONT AVENUE SUITE 802, LOS ANGELES, CA 90071
Preparer
Bernard Kotkin Company Llp
Phone
2138929090
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Audit committee: the organization does not have a separate audit committee. However, the board of trustees have responsibility for oversight of the audit and the selection of independent accountants.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability(asset)if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service or franchise tax board. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examination for year's prior to 2010.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Benefit obligation at december 31, 2013 1,030,260.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Benefit obligation at december 31, 2014 1,589,799.”

Raw XML AppendixShowing 400 of 406 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01602652
IRS990ScheduleD/ExpensesSubtotalAmt05050247
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012853
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012853
IRS990ScheduleD/NetUnrealizedGainsInvstAmt084243
IRS990ScheduleD/OtherExpensesIncludedAmt01030260
IRS990ScheduleD/OtherExpensesNotIncludedAmt01589799
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11589799
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVE FOR WELLNESS PROGRAM
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED FUTURE BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02052137
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1343605
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EXCHANGE TRADED PRODUCTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt084243
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012853
IRS990ScheduleD/RevenueSubtotalAmt06913500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY(ASSET)IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR FRANCHISE TAX BOARD. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEAR'S PRIOR TO 2010.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT OBLIGATION AT DECEMBER 31, 2013 1,030,260.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BENEFIT OBLIGATION AT DECEMBER 31, 2014 1,589,799.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02395742
IRS990ScheduleD/TotalExpensesPerForm990Amt06652899
IRS990ScheduleD/TotalLiabilityAmt01612794
IRS990ScheduleD/TotalRevenuePerForm990Amt06926353
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06997743
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06080507
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MANAGEMENT DUTIES, INCLUDE ACCOUNTING FUNCTIONS AND PAYMENTS OF MEDICAL BENEFITS TO VARIOUS PROVIDERS ARE THROUGH ALLIED ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COPY OF FORM 990 IS PROVIDED TO THE TRUST ADMINISTRATOR FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY REQUIRES DISCLOSURE BY THE TRUSTEE OF ANY RELATIONSHIPS THEY OR THEIR FAMILIES MAY HAVE WITH ANY VENDOR OR SERVICE PROVIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM IS AVAILABLE AT THE AMINISTRATOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS. POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE UPON REQUEST FROM THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION DISCLOSURES: THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO OFFICERS OR EMPLOYEES. THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATION OF THIS FUND IS PROVIDED BY A ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEE COMPENSATION INFORMATION: THE BOARD OF TRUSTEES ARE UNCOMPENSATED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AUDIT COMMITTEE: THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAVE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION "A", COLUMN "E"
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION "A", LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SAN DIEGO TRANSIT CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN DIEGO TRANSIT IBEW #465 SECURITY FUND HEALTH AND WELFARE PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237444436
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALAMEDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094502
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03828290
IRS990/TotalAssetsEOYAmt04739235
IRS990/TotalAssetsGrp/BOYAmt03828290
IRS990/TotalAssetsGrp/EOYAmt04739235
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0166053
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06486846
IRS990/TotalFunctionalExpensesGrp/TotalAmt06652899
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01059921
IRS990/TotalLiabilitiesEOYAmt01613169
IRS990/TotalLiabilitiesGrp/BOYAmt01059921
IRS990/TotalLiabilitiesGrp/EOYAmt01613169
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02768369
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03126066
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06486846
IRS990/TotalProgramServiceRevenueAmt06908064
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06926353
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06926353
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03828290
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04739235
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
IRS990/USAddress/CityNm0ALAMENDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF STUMBO CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05104334400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO TRANSIT #1309 SECURITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND HEALTH & WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0237029952
ReturnHeader/Filer/PhoneNum05104434400
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
ReturnHeader/Filer/USAddress/CityNm0ALAMENDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952556670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD KOTKIN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 SOUTH FREMONT AVENUE SUITE 802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
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ReturnHeader/PreparerPersonGrp/PhoneNum02138929090

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,739,235
Liabilities
$1,613,169
Net assets
$3,126,066
Revenue
$6,926,353
Expenses
$6,652,899
Net income
$273,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.48$5.08$4.61
2021Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$7.77$7.62$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$7.97$8.02$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.84$0.01$4.83$8.10$8.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$7.88$7.50$0.38
2017Detailed filing. Detailed filing data is available for this year.$4.37$0.05$4.32$7.86$7.77$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.10$0.04$4.06$7.26$6.77$0.48
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.63$3.50$7.25$6.65$0.59
2014Detailed filing. Detailed filing data is available for this year.$4.74$1.61$3.13$6.93$6.65$0.27
2013Detailed filing. Detailed filing data is available for this year.$3.83$1.06$2.77$6.91$6.46$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$1.01$2.33$6.17