Civic Intelligence

San Diego Theatrical Group Insurance Trust

EIN 95-6601791 • 501(c)9 • San Diego, CA

Profile

To provide health benefits to participants on whose behalf employers contribute in accordance with the collective bargaining agreement.

3737 Camino Del Rio S Ste 300San Diego, CA 92108

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.18x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.27x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

93rd percentile

42%

Faster asset growth than 93% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

21%

Faster revenue growth than 76% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,815,546

Up $2,305,630 (+42%) from 2023

Liabilities

Up

$1,379,310

Up $250,931 (+22%) from 2023

Net Assets

Up

$6,436,236

Up $2,054,699 (+47%) from 2023

Revenue

Up

$5,058,255

Up $876,317 (+21%) from 2023

Expenses

Up

$3,180,794

Up $507,564 (+19%) from 2023

Net Income

Up

$1,877,461

Up $368,753 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $763,950Liabilities 2011: $530,131Net Assets 2011: $233,8192011Assets 2012: $799,920Liabilities 2012: $444,310Net Assets 2012: $355,6102012Assets 2013: $1,115,473Liabilities 2013: $305,903Net Assets 2013: $809,5702013Assets 2014: $1,422,283Liabilities 2014: $503,107Net Assets 2014: $919,1762014Assets 2015: $1,625,053Liabilities 2015: $576,488Net Assets 2015: $1,048,5652015Assets 2016: $2,000,930Liabilities 2016: $718,552Net Assets 2016: $1,282,3782016Assets 2017: $2,408,892Liabilities 2017: $810,573Net Assets 2017: $1,598,3192017Assets 2018: $2,487,266Liabilities 2018: $837,379Net Assets 2018: $1,649,8872018Assets 2019: $3,169,209Liabilities 2019: $1,029,286Net Assets 2019: $2,139,9232019Assets 2020: $2,931,078Liabilities 2020: $2,334,783Net Assets 2020: $596,2952020Assets 2021: $818,656Liabilities 2021: $694,166Net Assets 2021: $124,4902021Assets 2022: $3,542,072Liabilities 2022: $606,226Net Assets 2022: $2,935,8462022Assets 2023: $5,509,916Liabilities 2023: $1,128,379Net Assets 2023: $4,381,5372023Assets 2024: $7,815,546Liabilities 2024: $1,379,310Net Assets 2024: $6,436,2362024

Highlighted filing

2024

Assets$7,815,546
Liabilities$1,379,310
Net Assets$6,436,236

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,138,794Expenses 2011: $1,198,439Net Income 2011: -$59,6452011Revenue 2012: $1,403,836Expenses 2012: $1,290,117Net Income 2012: $113,7192012Revenue 2013: $1,638,855Expenses 2013: $1,177,094Net Income 2013: $461,7612013Revenue 2014: $1,565,068Expenses 2014: $1,455,216Net Income 2014: $109,8522014Revenue 2015: $1,871,643Expenses 2015: $1,737,133Net Income 2015: $134,5102015Revenue 2016: $2,119,694Expenses 2016: $1,902,357Net Income 2016: $217,3372016Revenue 2017: $2,434,408Expenses 2017: $2,108,381Net Income 2017: $326,0272017Revenue 2018: $2,414,988Expenses 2018: $2,321,672Net Income 2018: $93,3162018Revenue 2019: $2,987,785Expenses 2019: $2,554,126Net Income 2019: $433,6592019Revenue 2020: $1,552,879Expenses 2020: $3,129,364Net Income 2020: -$1,576,4852020Revenue 2021: $1,020,473Expenses 2021: $1,436,694Net Income 2021: -$416,2212021Revenue 2022: $4,534,924Expenses 2022: $1,723,477Net Income 2022: $2,811,4472022Revenue 2023: $4,181,938Expenses 2023: $2,673,230Net Income 2023: $1,508,7082023Revenue 2024: $5,058,255Expenses 2024: $3,180,794Net Income 2024: $1,877,4612024

Highlighted filing

2024

Revenue$5,058,255
Expenses$3,180,794
Net Income$1,877,461

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.82$1.38$6.44$5.06$3.18$1.88
2023Detailed filing. Detailed filing data is available for this year.$5.51$1.13$4.38$4.18$2.67$1.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.61$2.94$4.53$1.72$2.81
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.69$0.12$1.02$1.44$0.42
2020Detailed filing. Detailed filing data is available for this year.$2.93$2.33$0.60$1.55$3.13$1.58
2019Detailed filing. Detailed filing data is available for this year.$3.17$1.03$2.14$2.99$2.55$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.84$1.65$2.41$2.32$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.81$1.60$2.43$2.11$0.33
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.72$1.28$2.12$1.90$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.58$1.05$1.87$1.74$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.50$0.92$1.57$1.46$0.11
2013Summary only. Only limited summary data is available for this year.$1.12$0.31$0.81$1.64$1.18$0.46
2012Summary only. Only limited summary data is available for this year.$0.80$0.44$0.36$1.40$1.29$0.11
2011Summary only. Only limited summary data is available for this year.$0.76$0.53$0.23$1.14$1.20$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Gross Receipts
$5,058,255
Mission and Program Overview

Mission

To provide medical, dental and vision benefits for participants.

To provide health benefits to participants on whose behalf employers contribute in accordance with the collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,381,537$6,436,236▲ $2,054,699
Investments in Publicly Traded Securities$3,002,815$5,860,846▲ $2,858,031
Savings and Temporary Cash Investments$2,257,727$1,687,567▼ $570,160
Accounts Receivable$247,849$264,078▲ $16,229
Prepaid Expenses and Deferred Charges$1,525$3,055▲ $1,530
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,509,916$7,815,546▲ $2,305,630
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,061,396$1,319,915▲ $258,519
Accounts Payable and Accrued Expenses$66,983$59,395▼ $7,588
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,128,379$1,379,310▲ $250,931
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,381,537$6,436,236▲ $2,054,699
Total Liabilities and Net Assets / Fund Balance$5,509,916$7,815,546▲ $2,305,630
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom IntagliataManagement Trustee - Chairman
John BarnettLabor Trustee
Katharina MakarushkaLabor Trustee
Suzanne McdonnellLabor Trustee
Ryan MesheidManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,396,776
Investment Income
$180,808
Other Revenue
$480,671
Change in Net Assets
$1,877,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,058,255
Revenue Not Reported on Form 990
$177,238
Total Revenue per Audited Statements
$5,235,493
Total Revenue per Form 990
$5,058,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$305,762
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---$2,875,032
Fees for Services Accounting---$76,815
Fees for Services Management---$74,936
Fees for Services Other---$53,626
Fees for Services Legal---$32,193
Office Expenses---$28,257
Fees for Service Investment Mgmnt Fees---$17,000
Conferences and Meetings---$10,718
Other Expenses---$8,482
Insurance---$3,735
Total Functional Expenses$0$0$0$3,180,794

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,180,794
Total Expenses per Audited Statements$3,180,794
Total Expenses per Form 990$3,180,794
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$1,319,915
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 8B:

The plan does not have any committees that act on behalf of the governing body.

PART VI, LINE 11B:

The administrative office reviewed the tax return before filing and reported any unusual items to the board of trustees at their next meeting.

PART VI, LINE 12C:

Trustees are required to notify the plan office of any changes in their interests that could give rise to conflicts.

PART VI, LINE 19:

The plan's plan document, conflict of interest policy and financial statements are maintained in the trust office and are available upon request.

Filing and Contact Details

Filer

Filer Name
San Diego Theatrical Group Insurance Trust
EIN
95-6601791
In Care Of
% BENESYS ADMINISTRATORS
Phone
6198491051
Address
3737 CAMINO DEL RIO S STE 300, SAN DIEGO, CA 92108

Signing Officer

Name
Tom Intagliata
Title
Chairman
Phone
6198491051
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Intagliata
Formed
1972
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Daniel Imm
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 426 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt066983
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt059395
IRS990/AccountsReceivableGrp/BOYAmt0247849
IRS990/AccountsReceivableGrp/EOYAmt0264078
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt02875032
IRS990/BooksInCareOfDetail/PersonNm0BENESYS ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum06198491051
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03737 CAMINO DEL RIO S STE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt010718
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02875032
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0180808
IRS990/CYOtherExpensesAmt0305762
IRS990/CYOtherRevenueAmt0480671
IRS990/CYProgramServiceRevenueAmt04396776
IRS990/CYRevenuesLessExpensesAmt01877461
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03180794
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05058255
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt076815
IRS990/FeesForServicesLegalGrp/TotalAmt032193
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt074936
IRS990/FeesForServicesOtherGrp/TotalAmt053626
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.5
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.5
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0SUZANNE MCDONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHARINA MAKARUSHKA
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm3RYAN MESHEID
IRS990/Form990PartVIISectionAGrp/PersonNm4TOM INTAGLIATA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEE - CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05058255
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt03735
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0180808
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0180808
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03002815
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05860846
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04381537
IRS990/NetAssetsOrFundBalancesEOYAmt06436236
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0177238
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt028257
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK SERVICES CHARGE
IRS990/OtherExpensesGrp/TotalAmt08482
IRS990/OtherLiabilitiesGrp/BOYAmt01061396
IRS990/OtherLiabilitiesGrp/EOYAmt01319915
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0COBRA SUBSIDY
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0480671
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0480671
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0480671
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01525
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03055
IRS990/PrincipalOfficerNm0TOM INTAGLIATA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEES CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03943439
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1453337
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03943439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1453337
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02408849
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt064973
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0264381
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04116965
IRS990/PYRevenuesLessExpensesAmt01508708
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02673230
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04181938
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01877461
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04381537
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06436236
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02257727
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01687567
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt03180794
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0177238
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01319915
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0177238
IRS990ScheduleD/RevenueSubtotalAmt05058255
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt03180794
IRS990ScheduleD/TotalLiabilityAmt01319915
IRS990ScheduleD/TotalRevenuePerForm990Amt05058255
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05235493
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03180794
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE ANY COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ADMINISTRATIVE OFFICE REVIEWED THE TAX RETURN BEFORE FILING AND REPORTED ANY UNUSUAL ITEMS TO THE BOARD OF TRUSTEES AT THEIR NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OFFICE OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN'S PLAN DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE TRUST OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAN DIEGO COUNTY THEATRICAL PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SAN DIEGO THEATRICAL TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SAN DIEGO THEATRICAL TRAINING CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956336895
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1562602461
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2834493303
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0INFORMATION REGARDING THE CONTRIBUTING EMPLOYERS IS MAINTAINED AT THE ADMINISTRATIVE OFFICE; IF YOU HAVE SPECIFIC QUESTIONS PLEASE CONTACT THE ADMINISTRATIVE OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, PARTS III AND IV:
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05509916
IRS990/TotalAssetsEOYAmt07815546
IRS990/TotalAssetsGrp/BOYAmt05509916
IRS990/TotalAssetsGrp/EOYAmt07815546
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03180794
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01128379
IRS990/TotalLiabilitiesEOYAmt01379310
IRS990/TotalLiabilitiesGrp/BOYAmt01128379
IRS990/TotalLiabilitiesGrp/EOYAmt01379310
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04381537
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06436236
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04396776
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0180808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04877447
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05058255
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05509916
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07815546
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03737 CAMINO DEL RIO S STE 300
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092108
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM INTAGLIATA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.