Liabilities / Assets
52nd percentile
Higher debt load relative to assets than 52% of similar nonprofits.
990 • Fiscal year 2017 • EIN 23-7444436
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
52nd percentile
Higher debt load relative to assets than 52% of similar nonprofits.
Liabilities / Revenue
48th percentile
Higher debt load relative to revenue than 48% of similar nonprofits.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
52nd percentile
Higher top officer pay than 52% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
51st percentile
Faster revenue growth than 51% of similar nonprofits.
Assets
Up$1,916,734
Up $169,654 (+9.7%) from 2016
Net Assets
Up$1,898,443
Up $170,341 (+9.9%) from 2016
Liabilities
Down$18,291
Down $687 (-3.6%) from 2016
Revenue
Up$2,405,819
Up $88,953 (+3.8%) from 2016
Expenses
Up$2,308,367
Up $276,281 (+14%) from 2016
Net Income
Down$97,452
Down $187,328 (-66%) from 2016
To provide health, dental and prescription drug benefits to members and their dependents.
To provide health benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $1,728,102 | $1,898,443 | ▲ $170,341 |
| Investments in Publicly Traded Securities | $1,060,313 | $1,131,118 | ▲ $70,805 |
| Cash and Non-Interest-Bearing Accounts | $389,896 | $460,407 | ▲ $70,511 |
| Accounts Receivable | $183,210 | $179,232 | ▼ $3,978 |
| Savings and Temporary Cash Investments | $113,075 | $140,872 | ▲ $27,797 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $1,747,080 | $1,916,734 | ▲ $169,654 |
| Other Assets Total | $586 | $5,105 | ▲ $4,519 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $18,978 | $18,291 | ▼ $687 |
| Total Liabilities | $18,978 | $18,291 | ▼ $687 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,728,102 | $1,898,443 | ▲ $170,341 |
| Total Liabilities and Net Assets / Fund Balance | $1,747,080 | $1,916,734 | ▲ $169,654 |
| Name | Title |
|---|---|
| Jeff Stumbo | Management Trustee - Chair |
| Bree Wilcox | Management Trustee |
| Brendan Shannon | Management Trustee |
| Brian Lamb | Union Trustee |
| Joshua Palechek | Union Trustee |
| Raul Kiko Diaz | Union Trustee |
| MIKE O'MALLEY | Union Trustee (alternate) |
| Line Item | Amount |
|---|---|
| Other Expenses | $112,878 |
| 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 |
|---|---|---|---|---|
| Benefits to Members | $2,195,489 | - | - | $2,195,489 |
| Fees for Services Other | $35,932 | - | - | $35,932 |
| Fees for Services Management | - | $30,300 | - | $30,300 |
| Fees for Services Legal | - | $17,559 | - | $17,559 |
| Fees for Services Accounting | - | $6,900 | - | $6,900 |
| Fees for Service Investment Mgmnt Fees | - | $5,898 | - | $5,898 |
| Insurance | - | $3,052 | - | $3,052 |
| Other Expenses | - | $2,998 | - | $2,998 |
| Office Expenses | - | $2,120 | - | $2,120 |
| Total Functional Expenses | $2,231,421 | $76,946 | $0 | $2,308,367 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $2,308,367 |
| Expenses per Audited Statements | $2,302,469 |
| Total Expenses per Audited Statements | $2,302,469 |
| Expenses Not Reported on Financial Statements | $5,898 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The organization administrative and management duties include accounting functions, collection of contributions and payments of medical benefits to various providers are through san diego metropolitan transit system.”
“The copy of form 990 is provided to the trust administrator for review and signature.”
“The policy requires disclosure by the trustee of any relationships they or their families may have with any vendor or service provider.”
“The form is available at the administrator's office.”
“The documents, policies and financial statements are available at the trust office upon request from the public.”
“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 an administrator.”
“Trustee compensation information: the board of trustees are uncompensated by the organization.”
“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 auditor.”
“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 2013.”
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 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 18978 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 18291 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 183210 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 179232 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE HEALTH BENEFITS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 2195489 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 2195489 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TRUST FUND ADMINISTRATOR SAN DIEGO METROPOLITAN TRANSIT SYSTEM |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6195574517 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1255 IMPERIAL AVENUE SUITE 1000 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN DIEGO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92101 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 389896 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 460407 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 2195489 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 31611 |
| IRS990/CYOtherExpensesAmt | 0 | 112878 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2374208 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 97452 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 2308367 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2405819 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | TO PROVIDE HEALTH, DENTAL AND PRESCRIPTION DRUG BENEFITS TO MEMBERS AND THEIR DEPENDANTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 2231421 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 6900 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 6900 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 17559 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 17559 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 30300 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 30300 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 35932 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 35932 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 5898 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 5898 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| 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/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | 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/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RAUL KIKO DIAZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BRIAN LAMB |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JEFF STUMBO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BREE WILCOX |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BRENDAN SHANNON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JOSHUA PALECHEK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MIKE O'MALLEY |
| 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/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 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/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | MANAGEMENT TRUSTEE - CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | UNION TRUSTEE (ALTERNATE) |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1970 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 2282 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 237191 |
| IRS990/GrossReceiptsAmt | 0 | 2640728 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 3052 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3052 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 29329 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 29329 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1060313 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1131118 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 234909 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE HEALTH, DENTAL AND PRESCRIPTION DRUG BENEFITS TO MEMBERS AND THEIR DEPENDANTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1728102 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1898443 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2282 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 2282 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 72889 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2120 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 2120 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 586 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 5105 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | CONFERENCE AND MEETINGS |
| IRS990/OtherExpensesGrp/Desc | 1 | PRINTING AND MAILING |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 8119 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2998 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 8119 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2998 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | JEFF STUMBO |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | SELFPAY AND COBRA |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1923493 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 298066 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 152649 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1923493 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 298066 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 152649 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 1937393 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 25534 |
| IRS990/PYOtherExpensesAmt | 0 | 94693 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 2291332 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 284780 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 2032086 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 2316866 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 97452 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1728102 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1898443 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 113075 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 140872 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 5898 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 2302469 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 5898 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 5898 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 72889 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 72889 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 5898 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 2399921 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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 2013. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 2308367 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 2405819 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2472810 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 2302469 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION ADMINISTRATIVE AND MANAGEMENT DUTIES INCLUDE ACCOUNTING FUNCTIONS, COLLECTION OF CONTRIBUTIONS AND PAYMENTS OF MEDICAL BENEFITS TO VARIOUS PROVIDERS ARE THROUGH SAN DIEGO METROPOLITAN TRANSIT SYSTEM. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE COPY OF FORM 990 IS PROVIDED TO THE TRUST ADMINISTRATOR FOR REVIEW AND SIGNATURE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE POLICY REQUIRES DISCLOSURE BY THE TRUSTEE OF ANY RELATIONSHIPS THEY OR THEIR FAMILIES MAY HAVE WITH ANY VENDOR OR SERVICE PROVIDER. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE FORM IS AVAILABLE AT THE ADMINISTRATOR'S OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE TRUST OFFICE UPON REQUEST FROM THE PUBLIC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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 AN ADMINISTRATOR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | TRUSTEE COMPENSATION INFORMATION: THE BOARD OF TRUSTEES ARE UNCOMPENSATED BY THE ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | 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 AUDITOR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VII, SECTION "A", COLUMN "E" |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VII, SECTION "A", LINE 1A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART XII, LINE 2C |
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| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
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| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 533 SOUTH FREMONT AVENUE SUITE 802 |
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| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2138929090 |
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| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.