Nonprofit · EIN 33-6136808
AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST
Also known as 2076 CA LOC ORANGE CO ELIGIBILITY W
Tax-exempt · ANAHEIM, CA 92801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,655,603 | $2,474,833 | $180,770 | $1,896,032 | $5,825 | $1,890,207 |
| December 31, 2023 | 990 | $2,415,212 | $2,213,923 | $201,289 | $1,693,342 | $0 | $1,693,342 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,649,565
- Investment income
- $6,038
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,425,041
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $33,425
- Travel
- $3,401
Balance sheet and other
- Total assets, start of year
- $1,693,342
- Total assets, end of year
- $1,896,032
- Total liabilities, end of year
- $5,825
- Net assets, end of year
- $1,890,207
- Publicly traded securities
- $128,724
- Gross receipts
- $2,655,603
- Employees
- 0
- Year formed
- 1993
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARACELI GUILLEN | TRUSTEE Trustee or director | 1 | $0 |
| MANUEL CORRAL | TRUSTEE Trustee or director | 1 | $0 |
| JOE LEON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARACELI GUILLEN | TRUSTEE Trustee or director | 1 | $0 |
| MANUEL CORRAL | TRUSTEE Trustee or director | 1 | $0 |
| JOE LEON | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 520 N BROOKHURST ST STE 229, ANAHEIM, CA 92801-5238
- In care of
- % AFSCME LOCAL 2076
- Principal officer (990 for 2024)
- ARACELI GUILLEN, 520 N BROOKHURST ST STE 229, ANAHEIM, CA 92801
- Signed the 990
- ARACELI GUILLEN, TRUSTEE
- Phone
- (714) 778-4417
- Return prepared by
- YBARRA & ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 33-6136808 or by the name AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
AFSCME LOCAL 2076 BENEFITS TRUST WAS ESTABLISHED PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE COUNTY OF ORANGE (EMPLOYER) AND AFSCME LOCAL UNION 2076 (SPONSOR) TO HOLD ASSETS AND CONTRIBUTIONS RECEIVED FROM THE EMPLOYER WHICH ARE DESIGNATED FOR THE SOLE PURPOSE OF PROVIDING FOR EMPLOYEE HEALTHCARE BENEFITS TO EMPLOYEES COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- TO PROVIDE HEALTH INSURANCE BENEFITS FOR THE MEMBERS REPRESENTED, UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN AFSCME LOCAL 2076 AND THE COUNTY OF ORANGE, ELIGIBILITY WORKER UNIT.
- OVERSEE AND APPROVE OPERATIONS OF THE TRUST WITHIN THE TERMS OF THE TRUST AGREEMENT, BY AUTHORIZING & APPROVING CONTRACT CHANGES AND PROVIDING FISCAL OVERSIGHT AND ENSURING THE TRUST OPERATES WITHIN THE SCOPE OF THE COLLECTIVE BARGAINING AGREEMENT.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-6136808
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,896,032
- Income (IRS master file)
- $2,655,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,655,603 | $2,474,833 | $1,896,032 | XML |
| 990 | December 2023 | $2,415,212 | $2,213,923 | $1,693,342 | XML |
| 990 | December 2022 | $2,458,431 | $2,336,529 | $1,504,219 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-6136808).
Questions about AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST
- What is the EIN of AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST?
- The employer identification number (EIN) of AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST is 33-6136808.
- Is AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names ARACELI GUILLEN.
- Who are the officers and directors of AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,655,603, expenses of $2,474,833 and total assets of $1,896,032 at year end.
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