Civic Intelligence

1999 Veba of the Non Represented

EIN 95-4742958 • 501(c)9 • Rosemead, CA

Profile

The organization is established to provide post-retirement health and welfare benefits to its members, that are not exclusively part of a collectively bargained plan.

2244 Walnut Grove Avenue Quad 2BRosemead, CA 91770-3714

n/A

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

8th percentile

-20%

Higher net margin than 8% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$25,187

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

34th percentile

1.9%

Faster asset growth than 34% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-62%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$125,896,058

Up $15,299,266 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$125,896,058

Up $15,299,266 (+14%) from 2022

Revenue

Up

$11,060,555

Up $16,176,287 (+316%) from 2022

Expenses

Up

$9,615,454

Up $2,859,835 (+42%) from 2022

Net Income

Up

$1,445,101

Up $13,316,452 (+112%) from 2022

Trend Graphs

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2011: $90,933,093Liabilities 2011: $0Net Assets 2011: $90,933,0932011Assets 2012: $104,638,643Liabilities 2012: $0Net Assets 2012: $104,638,6432012Assets 2013: $120,845,844Liabilities 2013: $0Net Assets 2013: $120,845,8442013Assets 2014: $128,506,267Liabilities 2014: $0Net Assets 2014: $128,506,2672014Assets 2015: $124,368,165Liabilities 2015: $0Net Assets 2015: $124,368,1652015Assets 2016: $127,187,900Liabilities 2016: $0Net Assets 2016: $127,187,9002016Assets 2017: $146,198,339Liabilities 2017: $0Net Assets 2017: $146,198,3392017Assets 2018: $126,723,834Liabilities 2018: $0Net Assets 2018: $126,723,8342018Assets 2019: $150,507,239Liabilities 2019: $0Net Assets 2019: $150,507,2392019Assets 2020: $161,890,674Liabilities 2020: $0Net Assets 2020: $161,890,6742020Assets 2021: $152,655,574Liabilities 2021: $0Net Assets 2021: $152,655,5742021Assets 2022: $110,596,792Liabilities 2022: $0Net Assets 2022: $110,596,7922022Assets 2023: $125,896,058Liabilities 2023: $0Net Assets 2023: $125,896,0582023

Highlighted filing

2023

Assets$125,896,058
Liabilities$0
Net Assets$125,896,058

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $5,002,769Expenses 2011: $1,279,734Net Income 2011: $3,723,0352011Revenue 2012: $4,757,535Expenses 2012: $823,079Net Income 2012: $3,934,4562012Revenue 2013: $1,173,769Expenses 2013: $2,965,447Net Income 2013: -$1,791,6782013Revenue 2014: $7,683,827Expenses 2014: $3,514,082Net Income 2014: $4,169,7452014Revenue 2015: $4,917,563Expenses 2015: $6,829,002Net Income 2015: -$1,911,4392015Revenue 2016: $3,371,043Expenses 2016: $5,960,937Net Income 2016: -$2,589,8942016Revenue 2017: $9,374,193Expenses 2017: $7,087,225Net Income 2017: $2,286,9682017Revenue 2018: $4,558,469Expenses 2018: $8,143,789Net Income 2018: -$3,585,3202018Revenue 2019: $4,391,385Expenses 2019: $8,618,289Net Income 2019: -$4,226,9042019Revenue 2020: $6,402,292Expenses 2020: $11,842,606Net Income 2020: -$5,440,3142020Revenue 2021: $47,756,736Expenses 2021: $32,509,390Net Income 2021: $15,247,3462021Revenue 2022: -$5,115,732Expenses 2022: $6,755,619Net Income 2022: -$11,871,3512022Revenue 2023: $11,060,555Expenses 2023: $9,615,454Net Income 2023: $1,445,1012023

Highlighted filing

2023

Revenue$11,060,555
Expenses$9,615,454
Net Income$1,445,101

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$126$0.00$126$11.1$9.62$1.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$111$0.00$111$5.12$6.76$11.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$153$0.00$153$47.8$32.5$15.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$162$0.00$162$6.40$11.8$5.44
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$151$0.00$151$4.39$8.62$4.23
2018Summary only. Only limited summary data is available for this year.$127$0.00$127$4.56$8.14$3.59
2017Summary only. Only limited summary data is available for this year.$146$0.00$146$9.37$7.09$2.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$0.00$127$3.37$5.96$2.59
2015Detailed filing. Detailed filing data is available for this year.$124$0.00$124$4.92$6.83$1.91
2014Detailed filing. Detailed filing data is available for this year.$129$0.00$129$7.68$3.51$4.17
2013Summary only. Only limited summary data is available for this year.$121$0.00$121$1.17$2.97$1.79
2012Summary only. Only limited summary data is available for this year.$105$0.00$105$4.76$0.82$3.93
2011Summary only. Only limited summary data is available for this year.$90.9$0.00$90.9$5.00$1.28$3.72
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$67,824,935
Mission and Program Overview

Mission

The organization is established to provide post-retirement health and welfare benefits to its members, that are not exclusively part of a collectively bargained plan.

The organization is established to provide post-retirement health and welfare benefits to its members, which are not exclusively part of a collectively bargained plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$152,655,574$110,596,792▼ $42,058,782
Investments in Publicly Traded Securities$151,254,114$108,894,840▼ $42,359,274
Savings and Temporary Cash Investments$981,629$1,078,915▲ $97,286
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$152,655,574$110,596,792▼ $42,058,782
Other Assets Total$419,831$623,037▲ $203,206
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$152,655,574$110,596,792▼ $42,058,782
Total Liabilities and Net Assets / Fund Balance$152,655,574$110,596,792▼ $42,058,782
Compensation and Service Providers

Employees

NameTitleOtherTotal
-Trustee$24,732$24,732
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-5,115,732
Other Revenue
$0
Change in Net Assets
$-11,871,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$341,637
Salaries, Compensation, and Employee Benefits$24,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,389,250
Current Officers, Directors, Trustees, and Key Employees---$24,732
Other Expenses---$23,776
All Other Expenses---$22,199
Fees for Services Other---$21,612
Total Functional Expenses$0$0$0$6,755,619
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

This veba is an independent trust within the edison international welfare benefit plan. Accordingly, the edison international trust investment committee has the ultimate power to make the governance decisions, including the power to appoint or remove the institutional trustee.

Form 990, Part VI, Section A, Line 7B

This veba is an independent trust within the edison international welfare benefit plan. Accordingly, the edison international trust investment committee has the ultimate power to make the governance decisions, including the power to appoint or remove the institutional trustee.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by deloitte tax, llp. After an initial draft of the form 990 is prepared, it is submitted to the southern california edison ("sce") tax department for review and comment. It will be signed by the sce treasurer or assistant treasurer. Form 990, part vi, section a, line 9 bny mellon, 240 greenwich street, new york, ny 10286

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

As an employee welfare benefit plan, as defined in section 3 (1) of erisa, this organization is subject to and in compliance with a stricter set of conflict of interest rules. Its conflict of interest policy is stated in section 9.5 of the organization's trust agreement.

Form 990, Part VI, Section C, Line 19

This organization does make its governing documents (including its conflict of interest policy) available to its members upon request. The financial statements are contained in its form 5500, which is available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
1999 Veba of the Non Represented
EIN
95-4742958
Phone
6263022627
Address
2244 WALNUT GROVE AVENUE QUAD 2B, ROSEMEAD, CA 91770-3714

Signing Officer

Name
Andrea Wood
Title
VP of Tax
Phone
6263022627
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Wood
Formed
1999
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
555 W 5TH STREET SUITE 2700, LOS ANGELES, CA 90013-1010
Preparer
Jeffrey D Frank
Phone
2136880800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Accretion/amortization 572,764.

Form 990, Form XII, Line 2

The organization's net assets are included as a part of the total net assets held by the edison international welfare benefit plan. The financial statements of the plan are audited on a consolidated basis.

Raw XML Appendix341 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS ESTABLISHED TO PROVIDE POST-RETIREMENT HEALTH AND WELFARE BENEFITS TO ITS MEMBERS, WHICH ARE NOT EXCLUSIVELY PART OF A COLLECTIVELY BARGAINED PLAN.
IRS990/AllOtherExpensesGrp/TotalAmt022199
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt06389250
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATALIA WOODWARD
IRS990/BooksInCareOfDetail/PhoneNum06263021238
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02244 WALNUT GROVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSEMEAD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091770
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0152655574
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0110596792
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt024732
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt06389250
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-5115732
IRS990/CYOtherExpensesAmt0341637
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-11871351
IRS990/CYSalariesCompEmpBnftPaidAmt024732
IRS990/CYTotalExpensesAmt06755619
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-5115732
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PRIMARY EXEMPT PURPOSE ACHIEVEMENT FOR THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) DURING THE YEAR WAS THE PAYMENT OF $6,389,250 IN HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt021612
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BNY MELLON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt024732
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-7773944
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt065166723
IRS990/GrossReceiptsAmt067824935
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0593658
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02658212
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02064554
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0151254114
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0108894840
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt072940667
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS ESTABLISHED TO PROVIDE POST-RETIREMENT HEALTH AND WELFARE BENEFITS TO ITS MEMBERS, WHICH ARE NOT EXCLUSIVELY PART OF A COLLECTIVELY BARGAINED PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0152655574
IRS990/NetAssetsOrFundBalancesEOYAmt0110596792
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7773944
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-7773944
IRS990/NetUnrelatedBusTxblIncmAmt01754736
IRS990/NetUnrlzdGainsLossesInvstAmt0-30760195
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0419831
IRS990/OtherAssetsTotalGrp/EOYAmt0623037
IRS990/OtherChangesInNetAssetsAmt0572764
IRS990/OtherExpensesGrp/Desc0INVESTMENT MGMT FEES
IRS990/OtherExpensesGrp/Desc1FEDERAL INCOME TAXES
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc3CALIFORNIA INCOME TAXES
IRS990/OtherExpensesGrp/TotalAmt0154552
IRS990/OtherExpensesGrp/TotalAmt182242
IRS990/OtherExpensesGrp/TotalAmt237256
IRS990/OtherExpensesGrp/TotalAmt323776
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANDREA WOOD
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07882875
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt047756736
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalExpensesAmt032509390
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047756736
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-11871351
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0981629
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01078915
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS VEBA IS AN INDEPENDENT TRUST WITHIN THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. ACCORDINGLY, THE EDISON INTERNATIONAL TRUST INVESTMENT COMMITTEE HAS THE ULTIMATE POWER TO MAKE THE GOVERNANCE DECISIONS, INCLUDING THE POWER TO APPOINT OR REMOVE THE INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS VEBA IS AN INDEPENDENT TRUST WITHIN THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. ACCORDINGLY, THE EDISON INTERNATIONAL TRUST INVESTMENT COMMITTEE HAS THE ULTIMATE POWER TO MAKE THE GOVERNANCE DECISIONS, INCLUDING THE POWER TO APPOINT OR REMOVE THE INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY DELOITTE TAX, LLP. AFTER AN INITIAL DRAFT OF THE FORM 990 IS PREPARED, IT IS SUBMITTED TO THE SOUTHERN CALIFORNIA EDISON ("SCE") TAX DEPARTMENT FOR REVIEW AND COMMENT. IT WILL BE SIGNED BY THE SCE TREASURER OR ASSISTANT TREASURER. FORM 990, PART VI, SECTION A, LINE 9 BNY MELLON, 240 GREENWICH STREET, NEW YORK, NY 10286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS AN EMPLOYEE WELFARE BENEFIT PLAN, AS DEFINED IN SECTION 3 (1) OF ERISA, THIS ORGANIZATION IS SUBJECT TO AND IN COMPLIANCE WITH A STRICTER SET OF CONFLICT OF INTEREST RULES. ITS CONFLICT OF INTEREST POLICY IS STATED IN SECTION 9.5 OF THE ORGANIZATION'S TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION DOES MAKE ITS GOVERNING DOCUMENTS (INCLUDING ITS CONFLICT OF INTEREST POLICY) AVAILABLE TO ITS MEMBERS UPON REQUEST. THE FINANCIAL STATEMENTS ARE CONTAINED IN ITS FORM 5500, WHICH IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCRETION/AMORTIZATION 572,764.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S NET ASSETS ARE INCLUDED AS A PART OF THE TOTAL NET ASSETS HELD BY THE EDISON INTERNATIONAL WELFARE BENEFIT PLAN. THE FINANCIAL STATEMENTS OF THE PLAN ARE AUDITED ON A CONSOLIDATED BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, FORM XII, LINE 2
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0951240335
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0GENERATOR AND DISTRIBUTOR OF ELECTRIC POWER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SOUTHERN CALIFORNIA EDISON COMPANY
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ROSEMEAD
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LIFE INSURANCE VEBA OF SOUTHERN CALIFORNIA EDISON COMPANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1VEBA OF THE REPRESENTED EMPLOYEES OF SOUTHERN CALIFORNIA EDISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SOUTHERN CALIFORNIA EDISON LTD VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SOUTHERN CALIFORNIA EDISON CO VEBA TRUST
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDE POST-RETIREMENT HEALTH & WELFARE BENEFITS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12244 WALNUT GROVE AVENUE QUAD 2B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt22244 WALNUT GROVE AVENUE QUAD 2B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt32244 WALNUT GROVE AVENUE QUAD 2B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROSEMEAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROSEMEAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ROSEMEAD
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0917703714
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1917703714
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd2917703714
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd3917703714
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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0152655574
IRS990/TotalAssetsEOYAmt0110596792
IRS990/TotalAssetsGrp/BOYAmt0152655574
IRS990/TotalAssetsGrp/EOYAmt0110596792
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IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0152655574
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0110596792
IRS990/TotalOtherCompensationAmt024732
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0593658
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-5115732
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-5709390
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0152655574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0110596792
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02244 WALNUT GROVE AVE
IRS990/USAddress/CityNm0ROSEMEAD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0917703714
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum06263022627
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt01999 VEBA OF THE NON REPRESENTED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES OF SOUTHERN CALIFORNIA EDISON
ReturnHeader/Filer/BusinessNameControlTxt01999
ReturnHeader/Filer/EIN0954742958
ReturnHeader/Filer/PhoneNum06263022627
ReturnHeader/Filer/USAddress/AddressLine1Txt02244 WALNUT GROVE AVENUE QUAD 2B
ReturnHeader/Filer/USAddress/CityNm0ROSEMEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917703714
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 W 5TH STREET SUITE 2700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900131010
ReturnHeader/PreparerPersonGrp/PhoneNum02136880800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D FRANK
ReturnHeader/ReturnTs02023-05-09T23:38:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOOD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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