Nonprofit · EIN 94-3306474
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Also known as L3299CA UNIV OF CALIFORNIA EMPLOYEE
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $25,849,950 | $24,720,449 | $1,129,501 | $29,172,693 | $3,675,310 | $25,497,383 |
| December 31, 2023 | 990 | $21,649,288 | $21,192,177 | $457,111 | $31,453,875 | $7,085,992 | $24,367,883 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $25,476,844
- Investment income
- $206,649
- Other revenue
- $166,457
Expenses
- Grants and similar amounts paid
- $1,296,820
- Compensation of officers, directors and key employees
- $426,293
- Other salaries and wages
- $10,277,211
- Salaries, compensation and benefits (total)
- $14,905,297
- Professional fundraising fees
- $0
- Legal fees
- $1,555,519
- Accounting fees
- $60,370
- Occupancy
- $757,867
- Travel
- $1,605,033
- Depreciation
- $117,535
Balance sheet and other
- Total assets, start of year
- $31,453,875
- Total assets, end of year
- $29,172,693
- Total liabilities, end of year
- $3,675,310
- Net assets, end of year
- $25,497,383
- Land, buildings and equipment
- $4,087,881
- Net assets without donor restrictions
- $25,497,384
- Gross receipts
- $25,849,950
- Employees
- 199
- Volunteers
- 0
- Year formed
- 1998
- 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 | Other / benefits |
|---|---|---|---|---|
| Elizabeth Perlman | Executive Director Highest-paid employee | 40 | $223,465 | $79,107 |
| Seth Newton Patel | Deputy Director of Strategy Highest-paid employee | 40 | $178,403 | $70,916 |
| Ching Lee | Deputy Director Growth & Orga Highest-paid employee | 40 | $184,414 | $47,704 |
| Marisa Salgado | Field Director Highest-paid employee | 40 | $174,070 | $53,281 |
| FOLA SAWYERR | CONTROLLER Highest-paid employee | 40 | $171,943 | $50,986 |
| Michael Avant | VICE PRESIDENT/E-board Member Trustee or director, Officer | 10 | $93,019 | $0 |
| Monica Deleon | Secretary-Treasurer Trustee or director, Officer | 10 | $78,936 | $0 |
| Kathryn Lybarger | President/E-Board Member Trustee or director, Officer | 10 | $65,211 | $0 |
| MARIA SANDOVAL | E-Board Member Trustee or director | 4 | $25,288 | $0 |
| Natisha Booker | E-Board Member Trustee or director | 4 | $18,527 | $0 |
| Jesus Hernandez | E-Board Member Trustee or director | 4 | $17,338 | $0 |
| Joyce Atoigue | E-Board Member Trustee or director | 4 | $12,838 | $0 |
| Elrika Aritonang | E-Board Member Trustee or director | 4 | $12,739 | $0 |
| Monica Martinez | Patient Care Unit VP/E-BOARD Trustee or director, Officer | 6 | $4,306 | $0 |
| Rosalba Montoya | Executive Board Trustee or director | 4 | $3,767 | $0 |
39 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda Scott | E-Board Member Trustee or director | 4 | $3,720 |
| Andrew Martinez | E-Board Member Trustee or director | 4 | $3,608 |
| Serafin Zamora | E-Board Member Trustee or director | 4 | $3,056 |
| Francisco O Garcia | E-Board Member Trustee or director | 4 | $2,940 |
| Katharine Mason | E-Board Member Trustee or director | 4 | $2,400 |
| Elisa Escamilla | E-Board Member Trustee or director | 4 | $2,400 |
| Kevin Parks | E-Board Member Trustee or director | 4 | $2,400 |
| Teresa Ramos | E-Board Member Trustee or director | 4 | $2,400 |
| Rosa Avalos | E-Board Member Trustee or director | 4 | $2,400 |
| Denise Barnes | E-Board Member Trustee or director | 4 | $2,400 |
| Oralia Palma | E-Board Member Trustee or director | 4 | $2,400 |
| Ruth Zolayvar | E-Board Member Trustee or director | 4 | $2,400 |
| Kathreen Bedford | E-Board Member Trustee or director | 4 | $2,400 |
| Davina Woods | E-Board Member Trustee or director | 4 | $2,400 |
| AGNES CASTRO | E-Board Member Trustee or director | 4 | $2,400 |
| JAMES CLARK | E-Board Member Trustee or director | 4 | $2,400 |
| KENNARD HARRIS | E-Board Member Trustee or director | 4 | $2,400 |
| Jose Gallardo | E-Board Member Trustee or director | 4 | $2,400 |
| Agnes Suarez | Recording Secretary/E-Board Trustee or director | 4 | $2,400 |
| Jacob Creer | E-Board Member Trustee or director | 4 | $2,400 |
| Michael Lawrence | E-Board Member Trustee or director | 4 | $2,400 |
| Michael Ammons | E-Board Member Trustee or director | 4 | $2,400 |
| Leticia Loza | E-Board Member Trustee or director | 4 | $2,400 |
| Rodney Enis | E-Board Member Trustee or director | 4 | $2,400 |
| Edmar Duenas | E-Board Member Trustee or director | 4 | $2,400 |
| Carmen Lee | E-Board Member Trustee or director | 4 | $2,400 |
| Aaron Metcalf | E-Board Member Trustee or director | 4 | $2,400 |
| Fernando Serrato | E-Board Member Trustee or director | 4 | $2,400 |
| Miguel Alvarez | E-Board Member Trustee or director | 4 | $2,400 |
| Te'ondra Browne | E-Board Member Trustee or director | 4 | $2,400 |
| Debra Gutierrez | Executive Board Trustee or director | 4 | $2,400 |
| Nickolas Diaz Herrera | Executive Board Trustee or director | 4 | $2,400 |
| Ramon Lopez | Executive Board Trustee or director | 4 | $2,400 |
| Donyelle Minafee-Rodne | Executive Board Trustee or director | 4 | $2,400 |
| Enrique Rosas | SRVC VP/E-BRD(THRU 10/31/24) Trustee or director, Officer | 4 | $2,200 |
| Christina Banuelos | E-Board Member Trustee or director | 4 | $2,000 |
| Naomi Nakamura | EXEC BRD (EFF 03/01/2024) Trustee or director | 4 | $1,800 |
| Dina Guerrero | EBRD (EFF FEB-SEP 2024 ONLY) Trustee or director | 4 | $1,600 |
| Susan Williams | E-Board (THRU 07/31/2024) Trustee or director | 4 | $1,400 |
990 for the year ended December 31, 2023: 53 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elizabeth Perlman | Executive Director Highest-paid employee | 40 | $190,979 | $68,804 |
| Seth Newton Patel | Deputy Director of Strategy Highest-paid employee | 40 | $166,407 | $64,340 |
| Marisa Salgado | Field Director Highest-paid employee | 40 | $153,710 | $57,688 |
| Ching Lee | Deputy Director Growth & Orga Highest-paid employee | 40 | $166,345 | $43,014 |
| FOLA SAWYERR | CONTROLLER Highest-paid employee | 40 | $161,941 | $40,502 |
| Michael Avant | VICE PRESIDENT/E-board Member Trustee or director, Officer | 10 | $73,793 | $0 |
| Monica Deleon | Secretary-Treasurer Trustee or director, Officer | 10 | $63,796 | $0 |
| Kathryn Lybarger | President/E-Board Member Trustee or director, Officer | 10 | $47,280 | $0 |
| Jose Gallardo | E-Board Member Trustee or director | 4 | $14,450 | $0 |
| Jesus Hernandez | E-Board Member Trustee or director | 4 | $13,022 | $0 |
| Andrew Martinez | E-Board Member Trustee or director | 4 | $5,412 | $0 |
| Serafin Zamora | E-Board Member Trustee or director | 4 | $4,460 | $0 |
| Francisco O Garcia | E-Board Member Trustee or director | 4 | $3,972 | $0 |
| MARIA SANDOVAL | E-Board Member Trustee or director | 4 | $3,304 | $0 |
| Davina Woods | E-Board Member Trustee or director | 4 | $3,139 | $0 |
| Agnes Suarez | Recording Secretary/E-Board Trustee or director | 4 | $3,019 | $0 |
| NORA ALVAREZ | E-Board Member - PAST Trustee or director | 4 | $2,697 | $0 |
| Katharine Mason | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Kevin Parks | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Teresa Ramos | E-Board Member - PAST Trustee or director | 4 | $2,400 | $0 |
| Monica Martinez | Patient Care Unit VP/E-BOARD Trustee or director, Officer | 6 | $2,400 | $0 |
| Rosa Avalos | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Denise Barnes | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Oralia Palma | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Enrique Rosas | Service VP/E-Board Member Trustee or director, Officer | 4 | $2,400 | $0 |
| Linda Scott | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Susan Williams | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Ruth Zolayvar | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Kathreen Bedford | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| AGNES CASTRO | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| JAMES CLARK | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| KENNARD HARRIS | E-Board Member - PAST Trustee or director | 4 | $2,400 | $0 |
| Christina Banuelos | E-Board Member Trustee or director | 4 | $2,400 | $0 |
| Rosemarie Fejerang | E-Board Member - Past Trustee or director | 4 | $2,200 | $0 |
| BLANCA CENTENO | E-Board Member - PAST Trustee or director | 4 | $2,200 | $0 |
| Jacob Creer | E-Board Member Trustee or director | 4 | $1,876 | $0 |
| Michael Lawrence | E-Board Member Trustee or director | 4 | $1,200 | $0 |
| Leticia Loza | E-Board Member Trustee or director | 4 | $1,167 | $0 |
| Rodney Enis | E-Board Member Trustee or director | 4 | $1,000 | $0 |
| Elrika Aritonang | E-Board Member Trustee or director | 4 | $965 | $0 |
| Elisa Escamilla | E-Board Member Trustee or director | 4 | $955 | $0 |
| Darwin I Beleton Arriaza | E-Board Member - Past Trustee or director | 4 | $800 | $0 |
| Michael Ammons | E-Board Member Trustee or director | 4 | $469 | $0 |
| Rosalba Montoya | Executive Board Trustee or director | 4 | $466 | $0 |
| Edmar Duenas | E-Board Member Trustee or director | 4 | $200 | $0 |
| Carmen Lee | E-Board Member Trustee or director | 4 | $200 | $0 |
| Aaron Metcalf | E-Board Member Trustee or director | 4 | $200 | $0 |
| Fernando Serrato | E-Board Member Trustee or director | 4 | $200 | $0 |
| Miguel Alvarez | E-Board Member Trustee or director | 4 | $200 | $0 |
| Joyce Atoigue | E-Board Member Trustee or director | 4 | $200 | $0 |
| Natisha Booker | E-Board Member Trustee or director | 4 | $200 | $0 |
| Te'ondra Browne | E-Board Member Trustee or director | 4 | $200 | $0 |
| Debra Gutierrez | Executive Board Trustee or director | 4 | $200 | $0 |
Address and contacts
- Address (IRS master file)
- 425 15TH ST, OAKLAND, CA 94612-2801
- In care of
- % KAY CARTER
- Principal officer (990 for 2024)
- KATHRYN LYBARGER, 425 15th street, OAKLAND, CA 94612
- Signed the 990
- MICHAEL AVANT, VICE PRESIDENT
- Phone
- (510) 844-1160
- Website
- www.afscme3299.org
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3306474 or by the name AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES.
- 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
TO PROTECT AND PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.
Program accomplishments
- 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.
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
- 94-3306474
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $29,172,693
- Income (IRS master file)
- $25,849,950
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $25,849,950 | $24,720,449 | $29,172,693 | XML |
| 990 | December 2023 | $21,649,288 | $21,192,177 | $31,453,875 | XML |
| 990 | December 2022 | $20,184,566 | $16,939,420 | $27,476,042 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 94-3306474).
Questions about AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
- What is the EIN of AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES?
- The employer identification number (EIN) of AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES is 94-3306474.
- Is AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1957.
- Are donations to AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES 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 AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES 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 AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES 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 AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES?
- The 990 for the year ended December 31, 2024 names KATHRYN LYBARGER.
- Who are the officers and directors of AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES?
- The 990 for the year ended December 31, 2024 lists 54 people; 54 received compensation from the organization, the highest $223,465 (Elizabeth Perlman, Executive Director).
- How much revenue does AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $25,849,950, expenses of $24,720,449 and total assets of $29,172,693 at year end.
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