Totals
- Total revenue
- $329,553
- Total expenses
- $331,264
- Contributions and grants received
- $324,739
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,043
- Other revenue
- $3,771
- Total assets, end of year
- $233,226
- Total liabilities, end of year
- $6,926
- Net assets or fund balances, end of year
- $226,300
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$324,739
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$0
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2b · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2c · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2d · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2e · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,043 · related or exempt $1,043 · unrelated business $0 · excluded $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $0 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $0 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $0
-
7c · Gain or loss
securities $0 · other assets $0
-
7d · Net gain or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0 · unrelated business $0 · excluded $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11a · Other revenue: RETIREES CHAPTER DUES
total $1,852 · related or exempt $1,852 · unrelated business $0 · excluded $0
-
11b · Other revenue: OTHER RECEIPTS
total $1,919 · related or exempt $1,919 · unrelated business $0 · excluded $0
-
11c · Other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$3,771
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $224,199 · program services $0 · management and general $0 · fundraising $0
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $880 · program services $0 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $14,603 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $7,668 · program services $0 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $18,377 · program services $0 · management and general $0 · fundraising $0
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $6,761 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $0 · program services $0 · management and general $0 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $0 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $12,793 · program services $0 · management and general $0 · fundraising $0
-
14 · Information technology
total $1,265 · program services $0 · management and general $0 · fundraising $0
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $34,130 · program services $0 · management and general $0 · fundraising $0
-
17 · Travel
total $919 · program services $0 · management and general $0 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $200 · program services $0 · management and general $0 · fundraising $0
-
20 · Interest
total $0 · program services $0 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $1,627 · program services $0 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $0 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $5,147 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: OAKLAND RETIREE CHAPTER
total $2,695 · program services $0 · management and general $0 · fundraising $0
-
24b · Other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
24c · Other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
24d · Other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
26 · Joint costs (an allocation of the lines above)
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $155,745 · end of year $153,191
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
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 $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$69,676
-
10b · Land, buildings and equipment: accumulated depreciation
$45,995
-
10c · Land, buildings and equipment, net
beginning of year $23,681 · end of year $23,681
-
11 · Investments: publicly traded securities
beginning of year $39,437 · end of year $56,354
-
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 $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $0
-
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 $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $7,769 · end of year $6,926
-
27 · Net assets without donor restrictions
beginning of year $211,094 · end of year $226,300
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2023
Mission
PROMOTE THE WELFARE OF POSTAL WORKERS
-
ENFORCING THE COLLECTIVE BARGAINING AGREEMENT BY THE FILING OF 444 GRIEVANCES MOST APPEALED FROM THE LOCAL LEVEL TO THE NATIONAL LEVEL OR BINDING ARBITRATION AT FIFTEEN FACILITIES IN OAKLAND CALIFORNIA; AND TWO ADDITIONAL VEHICLE MAINTENANCE FACILITIES NEAR OAKLAND CALIFORNIA; IN A BARGAINING UNIT OF ABOUT 850 EMPLOYEES IN THE CLERK MOTOR VEHICLE AND MAINTENANCE CRAFTS; WITH SHOP STEWARDS ON-SITE 24 HOURS PER DAY SEVEN DAYS PER WEEK INCLUDING HOLIDAYS; WORKING FROM TWO UNION OFFICE LOCATIONS.
-
STRENGTHENING COLLECTIVE BARGAINING THROUGH PARTICIPATION IN THE AMERICAN POSTAL WORKERS UNION BIENNIAL NATIONAL CONVENTION; CLERK MAINTENANCE AND MOTOR VEHICLE CRAFT MEETINGS ON-SITE AT POSTAL FACILITIES WITH THE USPS; AND HOSTING CLOSED MEETINGS WITH CLERK MAINTENANCE AND MOTOR VEHICLE CRAFT UNION MEMBERS AT BOTH THE LOCAL LEVEL AND REGIONAL CALIFORNIA-WIDE LEVEL AT OUR LOCAL UNION OFFICE; CONDUCTING WORKPLACE SAFETY INSPECTIONS WITH THE USPS AT ALL POSTAL FACILITIES AND INCLUDING DETACHED MAILING UNITS DMU; PARTICIPATING IN NATIONAL AND CALIFORNIA STATE AMERICAN POSTAL WORKERS UNION SEMINARS AND CONFERENCES.
-
EDUCATION OF THE MEMBERSHIP THROUGH TOPICAL SEMINARS ON POSTAL WORKER ISSUES; PUBLICATION OF TIMELY INFORMATIONAL BULLETINS; MONTHLY MEMBERSHIP MEETINGS; ASSISTANCE TO MEMBERS IN THE APPROPRIATE FILING OF MERIT SYSTEMS PROTECTION BOARD MSPB APPEALS; EQUAL EMPLOYMENT OPPORTUNITY EEO COMPLAINTS; OFFICE OF WORKER'S COMPENSATION PROGRAMS OWCP CLAIMS; OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION OSHA COMPLAINTS; AND EMPLOYMENT DEVELOPMENT DEPARTMENT EDD CLAIMS; AS A PARTIAL LISTING AND INCLUDING REPRESENTATION OF THOSE MEMBERS AT HEARINGS HELD BY THE AFOREMENTIONED AGENCIES; AND MAINTAINING A WEB SITE TO FACILITATE COMMUNICATIONS OF POSTAL ISSUES AND RESOURCES.
As filed on the 2023 return.
Listed in Part VII
-
Robert L JeffreyROBERT L JEFFREY
PRESIDENT
- Total calculated
- $94,338
- From this org
- $94,338
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
-
Geraldine L ManzoGERALDINE L MANZO
EXECUTIVE VICE PRESIDENT
- Total calculated
- $91,509
- From this org
- $91,409
- From related orgs
- $0
- Other
- $100
- Hours/week
- 50
-
Paul B LewPAUL B LEW
SECRETARY-TREASURER
- Total calculated
- $8,820
- From this org
- $8,820
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Anna M VillalobosANNA M VILLALOBOS
RECORDS SECRETARY
- Total calculated
- $4,320
- From this org
- $4,320
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Kenneth MitchellKENNETH MITCHELL
DIRECTOR MOTOR VEHICLE SERVICES
- Total calculated
- $4,193
- From this org
- $4,020
- From related orgs
- $0
- Other
- $173
- Hours/week
- 10
-
Michael L HinesMICHAEL L HINES
DIRECTOR MAINTENANCE CRAFT
- Total calculated
- $4,326
- From this org
- $4,020
- From related orgs
- $0
- Other
- $306
- Hours/week
- 10
-
Michael E RodriguezMICHAEL E RODRIGUEZ
DIRECTOR CLERK CRAFT
- Total calculated
- $7,140
- From this org
- $7,140
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Richard M LindgrenRICHARD M LINDGREN
TRUSTEE
- Total calculated
- $1,200
- From this org
- $1,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Darla L HollyDARLA L HOLLY
CHIEF TRUSTEE
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Reginald T JamesREGINALD T JAMES
TRUSTEE
- Total calculated
- $1,200
- From this org
- $1,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Jason D SimpsonJASON D SIMPSON
HEALTH PLAN DIRECTOR
- Total calculated
- $302
- From this org
- $302
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Beatriz B JuarezBEATRIZ B JUAREZ
CHIEF STEWARD CLERK CRAFT TOUR 2
- Total calculated
- $420
- From this org
- $420
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Roy T BaldwinROY T BALDWIN
ASSISTANT DIRECTOR MAINTENANCE
- Total calculated
- $660
- From this org
- $660
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
James L PerryJAMES L PERRY
ASST DIRECTOR MOTOR VEHICLE SERVICES
- Total calculated
- $495
- From this org
- $495
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Eterei Wong-LyonsETEREI WONG-LYONS
ASST DIRECTOR CLERK CRAFT
- Total calculated
- $550
- From this org
- $550
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Cheryl PaezCHERYL PAEZ
CHIEF STEWARD STATIONS
- Total calculated
- $1,740
- From this org
- $1,740
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Nicholas ThompsonNICHOLAS THOMPSON
CHIEF STEWARD T-3
- Total calculated
- $420
- From this org
- $420
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Robert M ErhardtROBERT M ERHARDT
CHIEF STEWARD MVS
- Total calculated
- $420
- From this org
- $420
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Edward CarmichaelEDWARD CARMICHAEL
SERGEANT-AT-ARMS
- Total calculated
- $346
- From this org
- $346
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401259349300620
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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