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← UDW AFSCME LOCAL 3930 SAN LUIS OBISPO COUNTY BENEFITS TR

Form 990 for tax year 2024

Filed by UDW AFSCME LOCAL 3930 SAN LUIS OBISPO COUNTY BENEFITS TR.

Totals

Total revenue
$894,176
Total expenses
$665,150
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$866,576
Investment income
$27,600
Other revenue
$0
Total assets, end of year
$996,046
Total liabilities, end of year
$9,600
Net assets or fund balances, end of year
$986,446
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.

  • 2a · Program service revenue: COUNTY CONTRIBUTIONS

    total $866,576 · related or exempt $866,576

  • 3 · Investment income

    total $27,600 · excluded $27,600

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $651,277

  • 11c · Fees: accounting

    total $9,600

  • 13 · Office expenses

    total $2,152

  • 23 · Insurance

    total $2,121

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $757,420

  • 2 · Savings and temporary cash investments

    end of year $922,459

  • 4 · Accounts receivable

    end of year $73,587

  • 17 · Accounts payable and accrued expenses

    end of year $9,600

  • 31 · Retained earnings, endowment or other funds

    beginning of year $757,420 · end of year $986,446

Mission and programs · 2024

Mission

UNITED DOMESTIC WORKERS SAN LUIS OBISPO HEALTH AND BENEFITS FUND WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SAN LUIS OBISPO COUNTY IN HOME SUPPORTIVE SERVICES PUBLIC AUTHORITY AND UNITED DOMESTIC WORKERS OF AMERICA, AFSCME LOCAL 3930(PLAN SPONSOR) TO PROVIDE HEALTH INSURANCE BENEFITS FOR THE PROVIDERS COVERED UNDER THE COLLECTIVE BARGAINING UNIT AGREEMENT.

  • UNITED DOMESTIC WORKERS BENEFTS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN SAN LUIS OBISPO COUNTY IN HOME SUPPORTIVE SERVICES PUBLIC AUTHORITY AND UNITED DOMESTIC WORKERS OF AMERICA, AFSCME LOCAL 3930 (PLAN SPONSOR), TO PROVIDE HEALTH BENEFITS TO THE PROVIDERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.

  • UNITED DOMESTIC WORKERS BENEFTS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN SAN LUIS OBISPO COUNTY IN HOME SUPPORTIVE SERVICES PUBLIC AUTHORITY AND UNITED DOMESTIC WORKERS OF AMERICA, AFSCME LOCAL 3930 (PLAN SPONSOR), TO PROVIDE HEALTH BENEFITS TO THE PROVIDERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.

  • PROVIDE HEALTH INSURANCE BENEFITS FOR THE PROVIDERS REPRESENTED, UNDER A COLLECTIVE BARGAINING AGREEMENT, BY THE UNITED DOMESTIC WORKERS OF AMERICA, AFSMCE LOCAL 3930.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DOUG MOORE

    TRUSTEE

    Total calculated
    $400,913
    From this org
    $0
    From related orgs
    $344,977
    Other
    $55,936
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported + $344,977 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $55,936 related
    Nontaxable benefits
    not reported + $9,993 related
    Filer's total
    not reported + $400,913 related

  • ASTRID ZUNIGA

    PRESIDENT

    Total calculated
    $42,258
    From this org
    $0
    From related orgs
    $42,258
    Other
    $0
    Hours/week
    2

  • SARAH ILENSTINE

    TRUSTEE

    Total calculated
    $36,000
    From this org
    $0
    From related orgs
    $36,000
    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. 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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
24 October 2025
IRS schema version
2024v5.0
Source object
202542979349301039

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