2024-03-04T11:31:04-06:00 2023-08-31 831445511 Smith Marion & Co 1940 Orange Tree Lane Suite 100 Redlands CA 92374 990 2022-09-01 951185804 San Diego Education Association SAND 6192834411 10393 San Diego Mission Road 100 San Diego CA 92108 Kyle Weinberg President 6192834411 2024-03-04 1 Kyle Weinberg 999009999 1 Carlos Carazo P02046597 9093072323 2024-03-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Kyle Weinberg 10393 San Diego Mission Road 100 San Diego CA 92108 3651480 0 X www.SDEA.net X 1951 CA Represent Union Members 15 15 13 0 -96701 291 0 0 3128410 3449722 17654 26492 -150541 -78421 2995523 3397793 0 0 0 0 2354231 2515998 0 0 0 476012 522845 2830243 3038843 165280 358950 3000891 4298664 306481 1230173 2694410 3068491 X To represent members in relations with their employer, and to seek to be the exclusive representative of appropriate units of school employees in all matters relating to employment conditions and employer-employee relations, including but not limited to, wages, hours and other terms and conditions of employment. 0 0 2728201 3449722 The Associations represents approximately 6,300 full & part time members in the San Diego Unified School District. Services provided consisted of collective bargaining, contract enforcement and maintenance, and organizing members around site issues. These services were for the purpose of improving the unit members' salaries, benefits and working conditions. The Association kept its members informed of and involved in its activities through regular meetings and communications. 2728201 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 13 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X Olimpia Reyes 6192834411 10393 San Diego Mission Road San Diego CA 92108 Kyle Weinberg President 40.00 4.00 X X 5660 0 0 Lisa Morris Vice President 40.00 4.00 X X 2420 0 0 Sara Darr Secretary 5.00 2.00 X X 1200 0 0 Stacy Hernandez Treasurer 5.00 4.00 X X 1200 0 0 Charles Fite Director 2.00 1.00 X 0 0 0 Terri Ang Director 2.00 1.00 X 0 0 0 Allison Paredes Director 2.00 1.00 X 0 0 0 David C Hickenbottom Director 2.00 1.00 X 0 0 0 Mary Belmontez Director 2.00 1.00 X 0 0 0 Matthew Schnek Director 2.00 1.00 X 0 0 0 Nancy Lara Director 2.00 1.00 X 0 0 0 Jessica Moore Director 2.00 1.00 X 0 0 0 Samantha Cruz Director 2.00 1.00 X 0 0 0 Monique Barrett Director 2.00 1.00 X 0 0 0 Kimberly Allard Director 2.00 1.00 X 0 0 0 Abdul Sayid Executive Director 40.00 10.00 X 0 0 0 Jonathon Mello UFO 40.00 X 166058 0 132676 Morgan Thornberry UFO 40.00 X 162046 0 130784 Michael Devries UFO 40.00 X 133367 0 114075 Eva Reyes Controller 40.00 X 109745 0 87915 Sara Holerud UFO 40.00 X 127547 0 110012 709243 0 575462 5 0 1 0 0 Project funds - affiliates 900099 1764358 1764358 Membership dues & assessments 900099 1685364 1685364 3449722 26492 26492 128596 253687 -125091 -125091 -125091 Advertising 900099 28390 28390 Miscellaneous 900099 18280 18280 46670 3397793 3468002 -96701 26492 709243 643976 65267 911743 827842 83901 819961 716466 103495 75051 65885 9166 16755 16755 61062 61062 64267 40516 23751 972 972 32898 32898 49662 49662 86620 86620 127 114 13 40069 38786 1283 Organizational relation 66753 66753 Committee expenses 31597 31597 Repairs and Maint 28425 28425 Governance expenses 20080 14094 5986 23558 22533 1025 3038843 2728201 310642 0 100 100 1483105 1521271 3998 758457 36302 12883 1614516 1140704 503092 473812 955086 1520513 19208 11628 3000891 4298664 211802 829685 72167 388152 19208 11325 3304 1011 306481 1230173 X 2483385 2868304 211025 200187 2694410 3068491 3000891 4298664 358950 15131 0 X X 0 1 X 1 0 6058 0 0 0 1685364 Part I-A, Line 1: Member dues and donations earmarked for the SDEA and the NEA Political Action Committees (Section 527 organizations') are promptly transferred to those organizations. 68280 68280 1232041 857578 374463 291378 260321 31057 22817 22805 12 473812 Deposits 1011 1011 X 3959764 15131 546840 561971 3397793 0 3397793 3529697 490854 490854 3038843 0 3038843 Part X, Line 2: In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by an Organization, Management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Organization files returns in the U.S. Federal jurisdiction and the State of California. The Organization's federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Organization's California income tax returns for the prior four years remain subject to examination by the Franchise Tax Board. Part XI, Line 2d - Other Adjustments: Remove Scholarship & PAC activity 293,154. Rental expenses 253,686. Part XII, Line 2d - Other Adjustments: Remove Scholarship & PAC activity 237,168. Rental expenses 253,686. X 1 1 X X 0 0 0 Jonathon Mello UFO 166058 0 0 0 0 0 81582 0 51094 0 298734 0 0 0 Morgan Thornberry UFO 162046 0 0 0 0 0 81582 0 49202 0 292830 0 0 0 Michael Devries UFO 133367 0 0 0 0 0 64980 0 49095 0 247442 0 0 0 Sara Holerud UFO 127547 0 0 0 0 0 61880 0 48132 0 237559 0 0 0 Eva Reyes Controller 109745 0 0 0 0 0 58439 0 29476 0 197660 0 0 0 Part I, Line 1a All employees (employed directly by SDEA) receive salaries "grossed-up" by FICA and SDI by contract. The additional amounts are treated as taxable compensation. Part I, Line 3 Reimbursements were paid to the San Diego Unified School District for the leave time of the President. Reimbursements were also paid to the California Teachers Association for the services of the Executive Director. In both cases, charges included salaries, retirement, health & welfare benefits, payroll taxes and workers comp insurance. Form 990, Part VI, Section A, line 6 The Association's membership consists of teachers and other educators employed by the San Diego Unified School District. Form 990, Part VI, Section A, line 7a The membership elects the Directors and Officers to two year terms. The membership at each location also elects the members of the Representative Council. Form 990, Part VI, Section A, line 7b Certain recommendations of the Board of Directors are given to the membership and/or the Representative Council for approval. Form 990, Part VI, Section B, line 11b The President meets with the tax preparer to review the preliminary returns. Form 990, Part VI, Section B, line 12c Annually the Board of Directors discusses any possible conflicts of interests that may arise. Form 990, Part VI, Section C, line 18 The Associations tax returns are displayed for public inspection through GuideStar.com Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy or financial statements are not made available to the public. Form 990; Part XII; Line 2c There have been no changes in the oversight or selection process in the current year. SDEA Scholarship Fund Inc 10393 San Diego Mission Rd 100 San Diego CA 92108 370740251 Provide scholarships CA 501c3 Line 7 0 SDEA Political Action Committee 10393 San Diego Mission Rd 100 San Diego CA 92108 330588822 Support & oppose local candidates & issues CA 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0