San Diego Unified School Dist & S D Edn Assn Joint Retiree Med Ben Tr
EIN 336281020 · 501(c)(9) · Public charity · San Diego, CA · recognized 2000
- Assets
- $11.4M
- Revenue
- $3.8M
- Expenses
- $2.3M
- Investment income
- $330K
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Alicia Rolfe | Co-chair | $169,684 | $0 |
| Dana Cherony | Trustee (as of aug. 2024) | $149,801 | $0 |
| Morgan Thornberry | Trustee | $147,108 | $0 |
| Nguyen Phan | Trustee | $133,406 | $0 |
| Curtis Walker | Trustee (as of sept. 2024) | $123,059 | $0 |
| Tim Fournier | Trustee (until aug. 2024) | $0 | $0 |
| Ron Reese | Co-chair | $0 | $0 |
| Nancy Lara | Trustee (unitl mar. 2024) | $0 | $0 |