Form 990 for tax year 2024
Filed by AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES.
Totals
- Total revenue
- $25,849,950
- Total expenses
- $24,720,449
- Contributions and grants received
- $0
- Grants paid
- $1,296,820
- Program service revenue
- $25,476,844
- Investment income
- $206,649
- Other revenue
- $166,457
- Total assets, end of year
- $29,172,693
- Total liabilities, end of year
- $3,675,310
- Net assets or fund balances, end of year
- $25,497,383
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
2a · Program service revenue: DUES
total $25,476,844 · related or exempt $25,476,844
-
3 · Investment income
total $206,649 · excluded $206,649
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: REFUNDS
total $166,457 · related or exempt $166,457
-
11e · Other revenue, total
$166,457
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,296,820
-
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 $426,293
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $10,277,211
-
8 · Pension plan contributions
total $1,711,073
-
9 · Other employee benefits
total $1,764,148
-
10 · Payroll taxes
total $726,572
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,555,519
-
11c · Fees: accounting
total $60,370
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $220,989
-
12 · Advertising and promotion
total $276,394
-
13 · Office expenses
total $706,731
-
14 · Information technology
total $229,273
-
15 · Royalties
total $0
-
16 · Occupancy
total $757,867
-
17 · Travel
total $1,605,033
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $80,738
-
20 · Interest
total $81,546
-
21 · Payments to affiliates
total $296,870
-
22 · Depreciation, depletion and amortization
total $117,535
-
23 · Insurance
total $126,233
-
24a · Other expenses: STRIKE BENEFIT EXPENSE
total $1,975,528
-
24b · Other expenses: POLITICAL MAILING & OTHER
total $254,686
-
24c · Other expenses: OTHER EXPENSES
total $119,172
-
24d · Other expenses: EDUCATION AND TRAINING
total $37,047
-
24e · All other expenses
total $16,801
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $16,406,741 · end of year $14,587,930
-
2 · Savings and temporary cash investments
beginning of year $7,171,090 · end of year $6,518,691
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $2,198,544 · end of year $2,717,670
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $345,280 · end of year $223,926
-
10a · Land, buildings and equipment: cost or other basis
$4,750,983
-
10b · Land, buildings and equipment: accumulated depreciation
$663,102
-
10c · Land, buildings and equipment, net
beginning of year $4,205,417 · end of year $4,087,881
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $1,126,803 · end of year $1,036,595
-
17 · Accounts payable and accrued expenses
beginning of year $3,280,523 · end of year $253,652
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $1,370,003 · end of year $1,240,986
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $2,435,466 · end of year $2,180,672
-
27 · Net assets without donor restrictions
beginning of year $24,367,883 · end of year $25,497,384
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
TO PROTECT AND PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.
-
REPRESENTED APPROXIMATELY 31,000 WORKERS OF UNIVERSITY OF CALIFORNIA ACROSS THE STATE, INCLUDING TEN CAMPUSES AND FIVE MEDICAL CENTERS, TO SOLVE PROBLEMS ON JOBS AND MAKE THE UNIVERSITY OF CALIFORNIA A BETTER PLACE TO WORK.
As filed on the 2024 return.
Listed in Part VII
-
Elizabeth Perlman
Executive Director
- Total calculated
- $302,572
- From this org
- $223,465
- From related orgs
- $0
- Other
- $79,107
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,465
- Bonus
- $0
- Other
- $0
- Deferred
- $42,969
- Nontaxable benefits
- $36,138
- Filer's total
- $302,572
-
Seth Newton Patel
Deputy Director of Strategy
- Total calculated
- $249,319
- From this org
- $178,403
- From related orgs
- $0
- Other
- $70,916
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,403
- Bonus
- $0
- Other
- $0
- Deferred
- $34,979
- Nontaxable benefits
- $35,937
- Filer's total
- $249,319
-
Ching Lee
Deputy Director Growth & Orga
- Total calculated
- $232,118
- From this org
- $184,414
- From related orgs
- $0
- Other
- $47,704
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,414
- Bonus
- $0
- Other
- $0
- Deferred
- $34,994
- Nontaxable benefits
- $12,710
- Filer's total
- $232,118
-
Marisa Salgado
Field Director
- Total calculated
- $227,351
- From this org
- $174,070
- From related orgs
- $0
- Other
- $53,281
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,070
- Bonus
- $0
- Other
- $0
- Deferred
- $21,447
- Nontaxable benefits
- $31,834
- Filer's total
- $227,351
-
Fola SawyerrFOLA SAWYERR
CONTROLLER
- Total calculated
- $222,929
- From this org
- $171,943
- From related orgs
- $0
- Other
- $50,986
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,943
- Bonus
- $0
- Other
- $0
- Deferred
- $32,583
- Nontaxable benefits
- $18,403
- Filer's total
- $222,929
-
Michael Avant
VICE PRESIDENT/E-board Member
- Total calculated
- $93,019
- From this org
- $93,019
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Monica Deleon
Secretary-Treasurer
- Total calculated
- $78,936
- From this org
- $78,936
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Kathryn Lybarger
President/E-Board Member
- Total calculated
- $65,211
- From this org
- $65,211
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Maria SandovalMARIA SANDOVAL
E-Board Member
- Total calculated
- $25,288
- From this org
- $25,288
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Natisha Booker
E-Board Member
- Total calculated
- $18,527
- From this org
- $18,527
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Jesus Hernandez
E-Board Member
- Total calculated
- $17,338
- From this org
- $17,338
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Joyce Atoigue
E-Board Member
- Total calculated
- $12,838
- From this org
- $12,838
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Elrika Aritonang
E-Board Member
- Total calculated
- $12,739
- From this org
- $12,739
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Monica Martinez
Patient Care Unit VP/E-BOARD
- Total calculated
- $4,306
- From this org
- $4,306
- From related orgs
- $0
- Other
- $0
- Hours/week
- 6
-
Rosalba Montoya
Executive Board
- Total calculated
- $3,767
- From this org
- $3,767
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Linda Scott
E-Board Member
- Total calculated
- $3,720
- From this org
- $3,720
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Andrew Martinez
E-Board Member
- Total calculated
- $3,608
- From this org
- $3,608
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Serafin Zamora
E-Board Member
- Total calculated
- $3,056
- From this org
- $3,056
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Francisco O Garcia
E-Board Member
- Total calculated
- $2,940
- From this org
- $2,940
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Katharine Mason
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Elisa Escamilla
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Kevin Parks
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Teresa Ramos
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Rosa Avalos
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Denise Barnes
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Oralia Palma
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Ruth Zolayvar
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Kathreen Bedford
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Davina Woods
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Agnes CastroAGNES CASTRO
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
James ClarkJAMES CLARK
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Kennard HarrisKENNARD HARRIS
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Jose Gallardo
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Agnes Suarez
Recording Secretary/E-Board
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Jacob Creer
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Michael Lawrence
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Michael Ammons
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Leticia Loza
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Rodney Enis
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Edmar Duenas
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Carmen Lee
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Aaron Metcalf
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Fernando Serrato
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Miguel Alvarez
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Te'ondra Browne
E-Board Member
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Debra Gutierrez
Executive Board
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Nickolas Diaz Herrera
Executive Board
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Ramon Lopez
Executive Board
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Donyelle Minafee-Rodne
Executive Board
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Enrique Rosas
SRVC VP/E-BRD(THRU 10/31/24)
- Total calculated
- $2,200
- From this org
- $2,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Christina Banuelos
E-Board Member
- Total calculated
- $2,000
- From this org
- $2,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Naomi Nakamura
EXEC BRD (EFF 03/01/2024)
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Dina Guerrero
EBRD (EFF FEB-SEP 2024 ONLY)
- Total calculated
- $1,600
- From this org
- $1,600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Susan Williams
E-Board (THRU 07/31/2024)
- Total calculated
- $1,400
- From this org
- $1,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
AFSCME LU 3299 Indep Expend Committee
$1,086,020
Political
-
$145,000
POLITICAL
-
$25,000
UFW Gala
-
$25,000
Donations
-
Jobs with Justice San Francisco
$10,000
GENERAL
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.
-
AFSCME Local 3299 Pac
527 · political · CA
Directly controlled by AFSCME lOCAL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523219349308037
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