Skip to content
ProPublica Donate
ProPublica Donate

San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr

Kaplan Steven Ttee
  • San Diego, CA
  • Tax-exempt since Dec. 2000
  • EIN: 33-6281020

Organization summary

Type of Nonprofit

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

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$3.8M (2024)

Expenses
$2.32M (2024)

Total Assets
$11.4M (2024)

Total Liabilities
$2.78k (2024)

Source: Form 990 tax filings from 2010 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
$3,800,024
Expenses
$2,324,294
Net Income
$1,475,730
Net Assets
$11,445,541
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,469,806
91.3%
Investment Income $330,218
8.7%
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 $11,448,324
Total Liabilities $2,783
Net Assets $11,445,541
Compensation
Key Employees and Officers Compensation Related Other
Tim Fournier (Trustee (Until Aug. 2024)) $0 $0 $0
Morgan Thornberry (Trustee) $0 $147,108 $0
Alicia Rolfe (Co Chair) $0 $169,684 $0
Ron Reese (Co Chair) $0 $0 $0
Nguyen Phan (Trustee) $0 $133,406 $0
Curtis Walker (Trustee (As Of Sept. 2024)) $0 $123,059 $0
Nancy Lara (Trustee (Unitl Mar. 2024)) $0 $0 $0
Dana Cherony (Trustee (As Of Aug. 2024)) $0 $149,801 $0
+ View more people

Document Links

990
Filed on Sept. 18, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,003,564
Expenses
$2,155,452
Net Income
$1,848,112
Net Assets
$9,762,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,773,086
94.2%
Investment Income $230,478
5.8%
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 $9,769,777
Total Liabilities $7,690
Net Assets $9,762,087
Compensation
Key Employees and Officers Compensation Related Other
Tim Fournier (Trustee) $0 $0 $0
Morgan Thornberry (Trustee) $0 $0 $0
Alicia Role (Trustee) $0 $169,769 $0
Ron Reese (Trustee) $0 $0 $0
Nguyen Phan (Trustee) $0 $0 $0
Scott Mullin (Trustee (Until Feb 2023)) $0 $0 $0
Nancy Lara (Trustee (As Of Sept 2023)) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 27, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,140,132
Expenses
$2,449,885
Net Income
$690,247
Net Assets
$7,598,508
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,012,034
95.9%
Investment Income $128,098
4.1%
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 $7,598,575
Total Liabilities $67
Net Assets $7,598,508
Compensation
Key Employees and Officers Compensation Related Other
Jodie Macalos (Trustee) $0 $199,255 $0
Tim Fournier (Trustee) $0 $158,783 $0
Alicia Rolfe (Trustee) $0 $122,127 $0
Nguyen Phan (Trustee) $0 $121,095 $0
Ron Reese (Trustee) $0 $111,321 $0
Morgan Thornberry (Trustee) $0 $0 $0
Scott Mullin (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 26, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,467,099
Expenses
$2,747,960
Net Income
$719,139
Net Assets
$7,452,103
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,350,774
96.6%
Investment Income $116,325
3.4%
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 $7,453,500
Total Liabilities $1,397
Net Assets $7,452,103
Compensation
Key Employees and Officers Compensation Related Other
Jodie Macalos (Trustee) $0 $187,859 $0
Alicia Rolfe (Trustee) $0 $128,033 $0
Ron Reese (Trustee) $0 $120,644 $0
Tim Fournier (Trustee) $0 $0 $0
Morgan Thornberry (Trustee) $0 $0 $0
Scott Mullin (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 7, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,972,634
Expenses
$2,659,034
Net Income
$313,600
Net Assets
$6,525,641
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,897,641
97.5%
Investment Income $74,993
2.5%
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 $6,525,641
Total Liabilities $0
Net Assets $6,525,641
Compensation
Key Employees and Officers Compensation Related Other
Jodie Macalos (Trustee) $0 $174,601 $0
Scott Mullin (Trustee) $0 $103,000 $0
Alicia Rolfe (Trustee) $0 $100,723 $0
Ron Reese (Trustee) $0 $88,626 $0
Tim Fourneir (Trustee) $0 $0 $0
Anthony Saavedra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 15, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,012,297
Expenses
$3,197,565
Net Income
-$185,268
Net Assets
$5,943,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,898,341
96.2%
Investment Income $113,956
3.8%
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 $5,943,751
Total Liabilities $0
Net Assets $5,943,751
Compensation
Key Employees and Officers Compensation Related Other
Sue Weir (Trustee) $0 $158,881 $0
Jodie Macalos (Trustee) $0 $135,130 $0
Scott Mullin (Trustee) $0 $97,789 $0
Alicia Rolfe (Trustee) $0 $93,446 $0
Ron Reese (Trustee) $0 $87,064 $0
Anthony Saavedra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 4, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,919,512
Expenses
$3,751,864
Net Income
-$832,352
Net Assets
$5,808,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,795,021
95.7%
Investment Income $124,491
4.3%
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 $5,808,293
Total Liabilities $0
Net Assets $5,808,293
Compensation
Key Employees and Officers Compensation Related Other
Sue Weir (Trustee) $0 $151,534 $0
Anthony Saavedra (Trustee) $0 $0 $0
Alicia Rolfe (Trustee) $0 $81,465 $0
Ron Reese (Trustee) $0 $85,293 $0
Jodie Macalos (Trustee) $0 $111,224 $0
Scott Mullin (Trustee) $0 $97,000 $0
+ View more people

Document Links

990
Filed on Sept. 6, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,971,810
Expenses
$3,695,131
Net Income
-$723,321
Net Assets
$6,834,493
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,846,456
95.8%
Investment Income $125,354
4.2%
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 $6,976,365
Total Liabilities $141,872
Net Assets $6,834,493
Compensation
Key Employees and Officers Compensation Related Other
Sue Weir (Trustee) $0 $152,459 $0
Anthony Saavedra (Trustee) $0 $0 $0
Alicia Rolfe (Trustee) $0 $79,831 $0
Ron Reese (Trustee) $0 $83,119 $0
Jodie Macalos (Trustee) $0 $98,294 $0
Scott Mullin (Trustee) $0 $95,844 $0
+ View more people

Document Links

990
Filed on Sept. 24, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,779,774
Expenses
$3,009,283
Net Income
-$229,509
Net Assets
$7,136,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,636,002
94.8%
Investment Income $143,772
5.2%
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 $7,136,930
Total Liabilities $0
Net Assets $7,136,930
Compensation
Key Employees and Officers Compensation Related Other
Sue Weir (Trustee) $0 $124,917 $0
Anthony Saavedra (Trustee) $0 $0 $0
Alicia Rolfe (Trustee) $0 $75,959 $0
Ron Reese (Trustee) $0 $78,351 $0
Jodie Macalos (Trustee) $0 $99,017 $0
Scott Mullin (Trustee) $0 $95,000 $0
+ View more people

Document Links

990
Filed on Sept. 27, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,820,056
Expenses
$3,437,490
Net Income
-$617,434
Net Assets
$7,028,459
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,660,859
94.4%
Investment Income $159,197
5.6%
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 $7,031,631
Total Liabilities $3,172
Net Assets $7,028,459
Compensation
Key Employees and Officers Compensation Related Other
Sue Weir (Trustee) $0 $124,424 $0
Morgan Thornberry (Trustee) $0 $0 $0
Alicia Rolfe (Trustee) $0 $33,399 $0
Ron Reese (Trustee) $0 $71,234 $0
Jodie Macalos (Trustee) $0 $124,033 $0
John Anella (Trustee) $0 $0 $0
Jenny Salkeld (Trustee) $0 $199,612 $0
Scott Mullin (Trustee) $0 $91,571 $0
Julia Knoff (Trustee) $0 $91,517 $0
+ View more people

Document Links

990
Filed on Oct. 3, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,190,096
Expenses
$3,276,545
Net Income
$913,551
Net Assets
$7,830,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,010,741
95.7%
Investment Income $179,355
4.3%
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 $7,832,589
Total Liabilities $2,354
Net Assets $7,830,235
Compensation
Key Employees and Officers Compensation Related Other
Sue Weir (Trustee) $0 $117,857 $0
Morgan Thornberry (Trustee) $0 $0 $0
Susan Freedman (Trustee) $0 $79,162 $0
Ron Reese (Trustee) $0 $71,234 $0
Jodie Macalos (Trustee) $0 $110,238 $0
John Anella (Trustee) $0 $0 $0
Jenny Salkeld (Trustee) $0 $178,620 $0
Michelle Sanchez (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 17, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,010,045
Expenses
$3,209,910
Net Income
$800,135
Net Assets
$6,861,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,882,362
96.8%
Investment Income $127,683
3.2%
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 $6,865,311
Total Liabilities $3,421
Net Assets $6,861,890

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,508,929
Expenses
$3,233,502
Net Income
-$724,573
Net Assets
$5,585,263
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,336,289
93.1%
Investment Income $172,640
6.9%
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 $5,585,502
Total Liabilities $239
Net Assets $5,585,263

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,514,328
Expenses
$3,189,378
Net Income
-$675,050
Net Assets
$6,147,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,336,599
92.9%
Investment Income $177,729
7.1%
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 $6,157,019
Total Liabilities $9,427
Net Assets $6,147,592

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,541,691
Expenses
$3,549,357
Net Income
-$1,007,666
Net Assets
$6,895,389
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,336,583
91.9%
Investment Income $205,108
8.1%
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 $6,901,035
Total Liabilities $5,646
Net Assets $6,895,389

Document Links

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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 »

Get the Data

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated