Totals
- Total revenue
- $1,053,433
- Total expenses
- $1,074,871
- Contributions and grants received
- $1,011,638
- Grants paid
- $0
- Program service revenue
- $35,931
- Investment income
- $0
- Other revenue
- $5,864
- Total assets, end of year
- $502,294
- Total liabilities, end of year
- $146,740
- Net assets or fund balances, end of year
- $355,554
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$1,011,638
-
2a · Program service revenue: DEATH BENEFIT COLLECTION
total $25,107 · related or exempt $25,107
-
2b · Program service revenue: EVENT
total $3,224 · related or exempt $3,224
-
2c · Program service revenue: INITIATION FEES
total $7,600 · related or exempt $7,600
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $5,864 · related or exempt $5,864
-
11e · Other revenue, total
$5,864
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $313,940
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $11,240
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $29,190
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $8,591
-
11c · Fees: accounting
total $33,891
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $1,925
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $40,614
-
14 · Information technology
total $1,767
-
15 · Royalties
total $0
-
16 · Occupancy
total $45,713
-
17 · Travel
total $12,210
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $45,929
-
20 · Interest
total $9,551
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $19,761
-
23 · Insurance
total $17,147
-
24a · Other expenses: Per Capita Fees
total $386,627
-
24b · Other expenses: Death Benefit Paid
total $29,337
-
24c · Other expenses: Negotiation
total $25,287
-
24d · Other expenses: Organizing expense
total $16,334
-
24e · All other expenses
total $25,817
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $84,147 · end of year $84,423
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$753,700
-
10b · Land, buildings and equipment: accumulated depreciation
$335,830
-
10c · Land, buildings and equipment, net
beginning of year $394,058 · end of year $417,870
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $1
-
24 · Unsecured notes and loans payable
beginning of year $16,076 · end of year $10,086
-
25 · Other liabilities
beginning of year $85,137 · end of year $136,654
-
31 · Retained earnings, endowment or other funds
beginning of year $376,992 · end of year $355,554
Mission and programs · 2025
Mission
The primary mission of the organization is to unite the members, to promote their general welfare and advance-their social, moral and intellectual interest; to protect their families in case of sickness and death;to constantly endeavor to establish mutual confidence and respect.
-
Disseminate information and advice to members as well as negotiate wage contracts.
As filed on the 2025 return.
Listed in Part VII
-
Crystal Lee
President
- Total calculated
- $146,362
- From this org
- $138,868
- From related orgs
- $0
- Other
- $7,494
- Hours/week
- 40
-
Anthony Smith
Vice President
- Total calculated
- $21,722
- From this org
- $21,722
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Alfred Lee Scott
Fin. Secretary
- Total calculated
- $18,187
- From this org
- $18,187
- From related orgs
- $0
- Other
- $0
- Hours/week
- 8
-
Matthew Lucien
Rec. Secretary
- Total calculated
- $15,794
- From this org
- $15,794
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
David Halford
Board Member
- Total calculated
- $9,439
- From this org
- $9,439
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Heller Chappel
Board Member
- Total calculated
- $7,166
- From this org
- $7,166
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Juvenal Gonzalez
Board Member
- Total calculated
- $6,809
- From this org
- $6,809
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Lamont Jones
Board Member
- Total calculated
- $6,201
- From this org
- $6,201
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Fayown Lucero
Board Member
- Total calculated
- $6,150
- From this org
- $6,150
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Lance Rowe
Board Member
- Total calculated
- $6,007
- From this org
- $6,007
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Christy Arias
Board Member
- Total calculated
- $5,777
- From this org
- $5,777
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Elias Garza
Board Member
- Total calculated
- $5,693
- From this org
- $5,693
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Edgard Baltodano
Board Member
- Total calculated
- $5,109
- From this org
- $5,109
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Ruby Gomez
Board Member
- Total calculated
- $5,066
- From this org
- $5,066
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Lolita Parker
Board Member
- Total calculated
- $4,906
- From this org
- $4,906
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Eve Wynne
Board Member
- Total calculated
- $4,857
- From this org
- $4,857
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Kristina Hansen
Board Member
- Total calculated
- $4,846
- From this org
- $4,846
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Syed Shah
Board Member
- Total calculated
- $4,415
- From this org
- $4,415
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Jose Morales
Board Member
- Total calculated
- $4,408
- From this org
- $4,408
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Laura Mendoza
Board Member
- Total calculated
- $4,348
- From this org
- $4,348
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Corey Cummings
Board Member
- Total calculated
- $4,331
- From this org
- $4,331
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Brian Griggs
Board Member
- Total calculated
- $4,223
- From this org
- $4,223
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Carmen Wilson
Board Member
- Total calculated
- $4,141
- From this org
- $4,141
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Vanessa Nichols
Board Member
- Total calculated
- $3,899
- From this org
- $3,899
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Larry Whalen
Board Member
- Total calculated
- $1,485
- From this org
- $1,485
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Renea Celio
Board Member
- Total calculated
- $1,114
- From this org
- $1,114
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Renita Purcell
Board Member
- Total calculated
- $743
- From this org
- $743
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Amy Mitchell
Board Member
- Total calculated
- $371
- From this org
- $371
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Cody Walker
Board Member
- Total calculated
- $371
- From this org
- $371
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ATU Local 256 Retiree Health & Welfare
501(c)(9) · Benefit Plan · CA
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 18 June 2026
- IRS schema version
- 2025v4.1
- Source object
- 202611699349300511
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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