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San Diego Gas & Electric

Medical Benefits Pln Union Reitrees

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$591k (2024)

Expenses
$1.28M (2024)

Total Assets
$1.1M (2024)

Total Liabilities
$99.2k (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$590,681
Expenses
$1,279,624
Net Income
-$688,943
Net Assets
$999,937
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $516,486
87.4%
Investment Income $74,195
12.6%
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 $1,099,155
Total Liabilities $99,218
Net Assets $999,937
Compensation
Key Employees and Officers Compensation Related Other
Mellon Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,085,236
Expenses
$1,542,969
Net Income
$542,267
Net Assets
$1,688,880
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,030,273
97.4%
Investment Income $54,963
2.6%
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 $1,689,884
Total Liabilities $1,004
Net Assets $1,688,880
Compensation
Key Employees and Officers Compensation Related Other
Mellon Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,150,602
Expenses
$1,607,987
Net Income
$542,615
Net Assets
$1,146,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,139,869
99.5%
Investment Income $10,733
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 $1,147,766
Total Liabilities $1,153
Net Assets $1,146,613
Compensation
Key Employees and Officers Compensation Related Other
Mellon Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,116,442
Expenses
$1,685,472
Net Income
$430,970
Net Assets
$603,998
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,116,415
100.0%
Investment Income $27
0.0%
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 $606,194
Total Liabilities $2,196
Net Assets $603,998
Compensation
Key Employees and Officers Compensation Related Other
Mellon Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,162,226
Expenses
$2,212,456
Net Income
-$50,230
Net Assets
$173,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,161,339
100.0%
Investment Income $329
0.0%
Bond Proceeds $558
0.0%
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 $173,225
Total Liabilities $197
Net Assets $173,028
Compensation
Key Employees and Officers Compensation Related Other
Mellon Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,207,604
Expenses
$2,584,951
Net Income
-$377,347
Net Assets
$223,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,198,766
99.6%
Investment Income $8,838
0.4%
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 $351,075
Total Liabilities $127,817
Net Assets $223,258
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,665,904
Expenses
$2,740,473
Net Income
-$74,569
Net Assets
$600,605
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,466,134
92.5%
Investment Income $5,863
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $193,907
7.3%
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 $600,605
Total Liabilities $0
Net Assets $600,605
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon Bank (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,337,132
Expenses
$3,776,465
Net Income
-$1,439,333
Net Assets
$868,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,966,044
84.1%
Investment Income $36,920
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $334,168
14.3%
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 $951,828
Total Liabilities $83,025
Net Assets $868,803

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,711,298
Expenses
$3,917,907
Net Income
-$1,206,609
Net Assets
$2,357,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,471,929
91.2%
Investment Income $55,070
2.0%
Bond Proceeds $7,266
0.3%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $177,033
6.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $42
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,357,493
Total Liabilities $62
Net Assets $2,357,431
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon Bank (Trustee) $42 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,306,963
Expenses
$3,180,568
Net Income
-$873,605
Net Assets
$3,621,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,103,421
91.2%
Investment Income $62,254
2.7%
Bond Proceeds $45,021
2.0%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $96,267
4.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $79
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,622,295
Total Liabilities $646
Net Assets $3,621,649
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon Bank (Trustee) $79 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,350,288
Expenses
$3,714,230
Net Income
-$1,363,942
Net Assets
$4,732,243
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,047,996
87.1%
Investment Income $85,664
3.6%
Bond Proceeds $58,331
2.5%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $158,297
6.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $384
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,733,103
Total Liabilities $860
Net Assets $4,732,243
Compensation
Key Employees and Officers Compensation Related Other
Mellon Bank (Trustee) $384 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,574,378
Expenses
$4,702,137
Net Income
-$2,127,759
Net Assets
$6,108,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,018,401
78.4%
Investment Income $103,044
4.0%
Bond Proceeds $80,877
3.1%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $372,056
14.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $106
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,769,532
Total Liabilities -$338,609
Net Assets $6,108,141
Compensation
Key Employees and Officers Compensation Related Other
Mellon Bank (Trustee) $106 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,006,927
Expenses
$3,715,818
Net Income
$291,109
Net Assets
$7,797,652
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,078,295
51.9%
Investment Income $88,247
2.2%
Bond Proceeds $120,006
3.0%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,720,379
42.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $76
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,800,894
Total Liabilities $3,242
Net Assets $7,797,652

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,435,782
Expenses
$3,962,167
Net Income
-$1,526,385
Net Assets
$8,398,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,188,841
89.9%
Investment Income $92,837
3.8%
Bond Proceeds $170,893
7.0%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$16,789
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $110
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,493,176
Total Liabilities $94,950
Net Assets $8,398,226

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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