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← AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES

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 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 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 Castro

    E-Board Member

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    4
  • James Clark

    E-Board Member

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    4
  • Kennard 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

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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