Civic Intelligence

San Diego USD-Sdea Joint Employee Welfare Benefits Trust

EIN 33-6281020 • 501(c)9 • San Diego, CA

Profile

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.

1843 Hotel Circle South 300San Diego, CA 92108

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$169,684

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-5.1%

Faster revenue growth than 21% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$11,448,324

Up $1,678,547 (+17%) from 2023

Liabilities

Down

$2,783

Down $4,907 (-64%) from 2023

Net Assets

Up

$11,445,541

Up $1,683,454 (+17%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin84th percentile

Revenue

Down

$3,800,024

Down $203,540 (-5.1%) from 2023

Expenses

Up

$2,324,294

Up $168,842 (+7.8%) from 2023

Net Income

Down

$1,475,730

Down $372,382 (-20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2014: $7,832,589Liabilities 2014: $2,354Net Assets 2014: $7,830,2352014Assets 2015: $7,031,631Liabilities 2015: $3,172Net Assets 2015: $7,028,4592015Assets 2016: $7,136,930Liabilities 2016: $0Net Assets 2016: $7,136,9302016Assets 2017: $6,976,365Liabilities 2017: $141,872Net Assets 2017: $6,834,4932017Assets 2018: $5,808,293Liabilities 2018: $0Net Assets 2018: $5,808,2932018Assets 2019: $5,943,751Liabilities 2019: $0Net Assets 2019: $5,943,7512019Assets 2020: $6,525,641Liabilities 2020: $0Net Assets 2020: $6,525,6412020Assets 2021: $7,453,500Liabilities 2021: $1,397Net Assets 2021: $7,452,1032021Assets 2022: $7,598,575Liabilities 2022: $67Net Assets 2022: $7,598,5082022Assets 2023: $9,769,777Liabilities 2023: $7,690Net Assets 2023: $9,762,0872023Assets 2024: $11,448,324Liabilities 2024: $2,783Net Assets 2024: $11,445,5412024

Highlighted filing

2024

Assets$11,448,324
Liabilities$2,783
Net Assets$11,445,541
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $4,190,096Expenses 2014: $3,276,545Net Income 2014: $913,5512014Revenue 2015: $2,820,056Expenses 2015: $3,437,490Net Income 2015: -$617,4342015Revenue 2016: $2,779,774Expenses 2016: $3,009,283Net Income 2016: -$229,5092016Revenue 2017: $2,971,810Expenses 2017: $3,695,131Net Income 2017: -$723,3212017Revenue 2018: $2,919,512Expenses 2018: $3,751,864Net Income 2018: -$832,3522018Revenue 2019: $3,012,297Expenses 2019: $3,197,565Net Income 2019: -$185,2682019Revenue 2020: $2,972,634Expenses 2020: $2,659,034Net Income 2020: $313,6002020Revenue 2021: $3,467,099Expenses 2021: $2,747,960Net Income 2021: $719,1392021Revenue 2022: $3,140,132Expenses 2022: $2,449,885Net Income 2022: $690,2472022Revenue 2023: $4,003,564Expenses 2023: $2,155,452Net Income 2023: $1,848,1122023Revenue 2024: $3,800,024Expenses 2024: $2,324,294Net Income 2024: $1,475,7302024

Highlighted filing

2024

Revenue$3,800,024
Expenses$2,324,294
Net Income$1,475,730
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,448,324
Liabilities
$2,783
Net assets
$11,445,541
Revenue
$3,800,024
Expenses
$2,324,294
Net income
$1,475,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.00$11.4$3.80$2.32$1.48
2023Detailed filing. Detailed filing data is available for this year.$9.77$0.01$9.76$4.00$2.16$1.85
2022Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$3.14$2.45$0.69
2021Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$3.47$2.75$0.72
2020Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$2.97$2.66$0.31
2019Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$3.01$3.20$0.19
2018Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$2.92$3.75$0.83
2017Detailed filing. Detailed filing data is available for this year.$6.98$0.14$6.83$2.97$3.70$0.72
2016Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$2.78$3.01$0.23
2015Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$2.82$3.44$0.62
2014Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$4.19$3.28$0.91
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $10M-$25M nonprofits