San Diego Transit No 1309 Security Fund Health And Welfare Fund

San Diego, CA
Tax-exempt since July 1969
EIN: 23-7029952

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Revenue

$477k (2022)

Expenses

$5.08M (2022)

Total Assets

$0 (2022)

Total Liabilities

$0 (2022)

Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$476,697

Expenses

$5,082,643

Net Income

-$4,605,946

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$465,023	97.6%
Investment Income	$11,674	2.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Stumbo (Management Trustee Chair)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Cesar Buenaventura (Union Trustee)	$0	$135,000	$0
Lidia Gomez (Union Trustee)	$0	$2,708	$0
Mike Tenorio (Union Trustee)	$0	$11,756	$0
Bree Wilcox (Management Trustee)	$0	$0	$0
Pasi Laguna Miramontes (Union Trustee)	$0	$8,815	$0

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990

Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$7,771,998

Expenses

$7,615,187

Net Income

$156,811

Net Assets

$5,227,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,692,892	99.0%
Investment Income	$79,106	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$5,231,688
Total Liabilities	$4,655
Net Assets	$5,227,033

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Stumbo (Management Trustee Chair)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Cesar Buenaventura (Union Trustee)	$0	$111,461	$0
Lidia Gomez (Union Trustee)	$0	$10,620	$0
Johny Salazar (Union Trustee)	$0	$22,878	$0
Bree Wilcox (Management Trustee)	$0	$0	$0
Pasi Laguna Miramontes (Union Trustee)	$0	$0	$0

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990

Filed on Nov. 8, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$7,971,114

Expenses

$8,016,549

Net Income

-$45,435

Net Assets

$4,881,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,900,833	99.1%
Investment Income	$70,281	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,881,449
Total Liabilities	$374
Net Assets	$4,881,075

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Stumbo (Management Trustee Chair)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Cesar Buenaventura (Union Trustee)	$0	$0	$0
Lidia Gomez (Union Trustee)	$0	$0	$0
Johny Salazar (Union Trustee)	$0	$0	$0
Bree Wilcox (Management Trustee)	$0	$0	$0

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990

Filed on Nov. 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$8,102,298

Expenses

$8,079,146

Net Income

$23,152

Net Assets

$4,832,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,998,652	98.7%
Investment Income	$103,646	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$554	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,844,225
Total Liabilities	$11,412
Net Assets	$4,832,813

Compensation

Key Employees and Officers	Compensation	Related	Other
Johny Salazar (Union Trustee)	$304	$0	$0
Lisa Fair (Union Trustee)	$200	$0	$0
Erik Madsen (Union Trustee)	$50	$0	$0
Jeff Stumbo (Management Trustee Chair)	$0	$0	$0
Brendan Shannon (Management Trustee Co Chair)	$0	$0	$0
Raul 'Kiko' Diaz (Union Trustee)	$0	$0	$0
Brian Lamb (Union Trustee)	$0	$0	$0
Anthony Bryd (Union Trustee)	$0	$0	$0

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990

Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$7,879,703

Expenses

$7,496,427

Net Income

$383,276

Net Assets

$4,545,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,778,652	98.7%
Investment Income	$101,051	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,549,719
Total Liabilities	$4,599
Net Assets	$4,545,120

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Stumbo (Management Trustee Chairman)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Bree Wilcox (Management Trustee)	$0	$0	$0
Lisa Fair (Union Trustee)	$0	$0	$0
Johny Salazar (Union Trustee)	$0	$0	$0
Erik Madsen (Union Trustee)	$0	$0	$0
Ray Ezpinoza Alternate (Union Trustee)	$0	$0	$0

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990

Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$7,864,109

Expenses

$7,768,497

Net Income

$95,612

Net Assets

$4,321,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,787,783	99.0%
Investment Income	$70,571	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,755	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,372,347
Total Liabilities	$51,021
Net Assets	$4,321,326

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Stumbo (Management Trustee Chair)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Lisa Fair (Union Trustee)	$0	$0	$0
Johny Salazar (Union Trustee)	$0	$0	$0
Bree Wilcox (Management Trustee)	$0	$0	$0
Erik Madsen (Union Trustee)	$0	$0	$0
Ray Ezpinoza Alternate (Union Trustee)	$0	$0	$0

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990

Filed on Nov. 8, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$7,255,580

Expenses

$6,774,024

Net Income

$481,556

Net Assets

$4,055,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,192,863	99.1%
Investment Income	$58,984	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,733	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,098,433
Total Liabilities	$43,341
Net Assets	$4,055,092

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Stumbo (Management Trustee Chairman)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Lisa Fair (Union Trustee)	$0	$0	$0
Johny Salazar (Union Trustee)	$0	$0	$0
Bree Wilcox (Management Trustee)	$0	$0	$0
Erik Madsen (Union Trustee)	$0	$0	$0
Ray Ezpinoza Alternate (Union Trustee)	$0	$0	$0

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990

Filed on Nov. 6, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$7,246,122

Expenses

$6,653,667

Net Income

$592,455

Net Assets

$3,500,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,040,500	97.2%
Investment Income	$64,262	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$141,360	2.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,127,467
Total Liabilities	$627,378
Net Assets	$3,500,089

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeff Stumbo (Management Trustee Chairman)	$0	$0	$0
Antonio Almirante (Union Trustee)	$0	$0	$0
Jessica Burnett (Management Trustee)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Lisa Fair (Union Trustee, President, Co Chair)	$0	$0	$0
Thomas Dibler (Union Trustee)	$0	$0	$0
Johny Salazar (Union Trustee)	$0	$0	$0
Christopher Cj Todd (Union Trustee)	$0	$0	$0
Bree Duckworth (Management Trustee)	$0	$0	$0

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990

Filed on Nov. 8, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$6,926,353

Expenses

$6,652,899

Net Income

$273,454

Net Assets

$3,126,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,908,064	99.7%
Investment Income	$72,271	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$53,982
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,739,235
Total Liabilities	$1,613,169
Net Assets	$3,126,066

Compensation

Key Employees and Officers	Compensation	Related	Other
Raul Kiko Diaz (Union Trustee)	$0	$0	$0
Marty Hunter (Union Trustee)	$0	$0	$0
Jeff Stumbo (Management Trustee Chair)	$0	$0	$0
Ric Cupples (Union Trustee Secretary)	$0	$0	$0
Jessica Burnett (Management Trustee Chair)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Wesley Wells (Union Trustee)	$0	$0	$0

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990

Filed on Nov. 7, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$6,906,715

Expenses

$6,464,778

Net Income

$441,937

Net Assets

$2,768,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,839,626	99.0%
Investment Income	$52,641	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$14,448	0.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,828,290
Total Liabilities	$1,059,921
Net Assets	$2,768,369

Compensation

Key Employees and Officers	Compensation	Related	Other
Johny Wimbish (Union Trustee)	$0	$0	$0
Thomas Deibler (Union Trustee)	$0	$0	$0
Antonio Almirante (Union Trustee)	$0	$0	$0
Lisa Fair (Secretary #1309)	$0	$0	$0
Brendan Shannon (Management Trustee)	$0	$0	$0
Jeff Stumbo (Management Trustee Chair)	$0	$0	$0
Jessica Burnett (Management Trustee)	$0	$0	$0

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990

Filed on Nov. 11, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$6,799,480

Expenses

$6,172,798

Net Income

$626,682

Net Assets

$2,325,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$6,741,276	99.1%
Investment Income	$56,898	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,306	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,334,464
Total Liabilities	$1,009,172
Net Assets	$2,325,292

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,612,965

Expenses

$6,086,890

Net Income

-$473,925

Net Assets

$1,647,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,587,303	99.5%
Investment Income	$25,662	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,651,463
Total Liabilities	$1,003,805
Net Assets	$1,647,658

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$5,574,554

Expenses

$6,103,280

Net Income

-$528,726

Net Assets

$2,131,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,561,059	99.8%
Investment Income	$13,495	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,112,976
Total Liabilities	$981,728
Net Assets	$2,131,248

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated June 30, 2025

San Diego Transit No 1309 Security Fund Health And Welfare Fund

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $477k (2022)

Expenses $5.08M (2022)

Total Assets $0 (2022)

Total Liabilities $0 (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$477k (2022)

Expenses

$5.08M (2022)

Total Assets

$0 (2022)

Total Liabilities

$0 (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2004