Nonprofit · EIN 68-0254014
AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST
Tax-exempt · SACRAMENTO, CA 95818
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,034,981 | $834,506 | $1,200,475 | $20,213,880 | $0 | $20,213,880 |
| December 31, 2023 | 990 | $1,095,378 | $972,623 | $122,755 | $17,843,493 | $0 | $17,843,493 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $979,007
- Membership dues
- $979,007
- Program service revenue
- $0
- Investment income
- $1,055,974
- Net gain from sales of assets
- $468,203
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $666,132
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $15,850
Balance sheet and other
- Total assets, start of year
- $17,843,493
- Total assets, end of year
- $20,213,880
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,213,880
- Publicly traded securities
- $11,722,298
- Net assets without donor restrictions
- $20,213,880
- Gross receipts
- $5,524,034
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1994
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CRYSTAL MCGEE-LEE | President Officer | 1 | $0 | $136,367 | $5,537 |
| ANTHONY SMITH | Vice President Officer | 1 | $0 | $19,218 | $0 |
| ALFRED LEE SCOTT | Fin. Secretary Officer | 1 | $0 | $19,008 | $0 |
| MATTHEW LUCIEN | Rec. Secretary Officer | 1 | $0 | $14,054 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CRYSTAL LEE | President Officer | 1 | $0 | $131,338 | $26,907 |
| MATTHEW LUCIEN | Secretary Officer | 1 | $0 | $18,783 | $0 |
| ALFRED LEE SCOTT | Fiscal Sec Officer | 1 | $0 | $18,258 | $0 |
| ANTHONY SMITH | Vice President Officer | 1 | $0 | $13,855 | $0 |
Address and contacts
- Address (IRS master file)
- 2776 21ST ST, SACRAMENTO, CA 95818-3145
- In care of
- % ROY WILLIAMS
- Principal officer (990 for 2024)
- ALFRED LEE SCOTT, 2776 21ST ST, SACRAMENTO, CA 95818
- Signed the 990
- ALFRED LEE SCOTT, Fin. Secretary
- Phone
- (916) 739-1627
- Website
- ATU256.ORG
- Return prepared by
- Hillberg & Co CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0254014 or by the name AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE 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
THE ORGANIZATION ACTS AS A FIDUCIARY IN HOLDING DUES COLLECTED FROM UNION MEMBERS UNTIL THE FUNDS ARE DISTRIBUTED TO RETIREES AS UNION BENEFITS.
Program accomplishments
- THE ORGANIZATION ACTS AS A FIDUCIARY IN HOLDING DUES COLLECTED FROM UNION MEMBERS UNTIL THE FUNDS ARE DISTRIBUTED TO RETIREES AS UNION BENEFITS.
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
- 68-0254014
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $20,213,880
- Income (IRS master file)
- $5,524,034
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,034,981 | $834,506 | $20,213,880 | IRS |
| 990 | December 2023 | $1,095,378 | $972,623 | $17,843,493 | XML |
| 990 | December 2022 | $939,676 | $974,339 | $15,570,037 | IRS |
| 990 | December 2021 | $2,617,352 | $939,981 | $18,532,770 | IRS |
| 990 | December 2020 | $1,608,549 | $909,213 | $16,454,301 | 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 68-0254014).
Questions about AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST
- What is the EIN of AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST is 68-0254014.
- Is AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE 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 AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE 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 AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE 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 AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names ALFRED LEE SCOTT.
- Who are the officers and directors of AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does AMALGAMETED TRANSIT UNION LOCAL 256 RETIREE HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,034,981, expenses of $834,506 and total assets of $20,213,880 at year end.
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