Civic Intelligence

Afscme Local 2076 Health & Welfare

EIN 33-6136808 • 501(c)9 • Anaheim, CA

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Profile

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.

520 N Brookhurst St Ste 229Anaheim, CA 92801
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

10.0%

Faster revenue growth than 61% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,896,032

Up $202,690 (+12%) from 2023

Liabilities

Up

$5,825

Up $5,825 from 2023

Net Assets

Up

$1,890,207

Up $196,865 (+12%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin58th percentile

Revenue

Up

$2,655,603

Up $240,391 (+10.0%) from 2023

Expenses

Up

$2,474,833

Up $260,910 (+12%) from 2023

Net Income

Down

$180,770

Down $20,519 (-10%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2016: $368,166Liabilities 2016: $0Net Assets 2016: $368,1662016Assets 2018: $758,316Liabilities 2018: $0Net Assets 2018: $758,3162018Assets 2019: $961,998Liabilities 2019: $0Net Assets 2019: $961,9982019Assets 2020: $1,156,722Liabilities 2020: $0Net Assets 2020: $1,156,7222020Assets 2021: $1,375,071Liabilities 2021: $0Net Assets 2021: $1,375,0712021Assets 2022: $1,504,219Liabilities 2022: $16,325Net Assets 2022: $1,487,8942022Assets 2023: $1,693,342Liabilities 2023: $0Net Assets 2023: $1,693,3422023Assets 2024: $1,896,032Liabilities 2024: $5,825Net Assets 2024: $1,890,2072024

Highlighted filing

2024

Assets$1,896,032
Liabilities$5,825
Net Assets$1,890,207
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2016: $2,197,432Expenses 2016: $2,038,763Net Income 2016: $158,6692016Revenue 2018: $2,287,998Expenses 2018: $2,124,613Net Income 2018: $163,3852018Revenue 2019: $2,383,041Expenses 2019: $2,188,601Net Income 2019: $194,4402019Revenue 2020: $2,387,773Expenses 2020: $2,179,355Net Income 2020: $208,4182020Revenue 2021: $2,420,051Expenses 2021: $2,235,140Net Income 2021: $184,9112021Revenue 2022: $2,458,431Expenses 2022: $2,336,529Net Income 2022: $121,9022022Revenue 2023: $2,415,212Expenses 2023: $2,213,923Net Income 2023: $201,2892023Revenue 2024: $2,655,603Expenses 2024: $2,474,833Net Income 2024: $180,7702024

Highlighted filing

2024

Revenue$2,655,603
Expenses$2,474,833
Net Income$180,770
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,896,032
Liabilities
$5,825
Net assets
$1,890,207
Revenue
$2,655,603
Expenses
$2,474,833
Net income
$180,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$2.66$2.47$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$2.42$2.21$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.02$1.49$2.46$2.34$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.42$2.24$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$2.39$2.18$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$2.38$2.19$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$2.29$2.12$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$2.20$2.04$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 14, 2025
Return Version
2024v5.0
Gross Receipts
$2,655,603
Mission and Program Overview

Mission

Afscme lcoal 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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,693,342$1,890,207▲ $196,865
Cash and Non-Interest-Bearing Accounts$1,530,085$1,716,585▲ $186,500
Investments in Publicly Traded Securities$112,629$128,724▲ $16,095
Savings and Temporary Cash Investments$50,628$50,723▲ $95
Total Assets$1,693,342$1,896,032▲ $202,690
Liabilities
Accounts Payable and Accrued Expenses-$5,825-
Total Liabilities$0$5,825▲ $5,825
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,693,342$1,890,207▲ $196,865
Total Liabilities and Net Assets / Fund Balance$1,693,342$1,896,032▲ $202,690
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Araceli GuillenTrustee
Joe LeonTrustee
Manuel CorralTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,649,565
Investment Income
$6,038
Other Revenue
$0
Change in Net Assets
$180,770

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,655,603
Revenue Not Reported on Form 990
$16,095
Total Revenue per Audited Statements
$2,671,698
Total Revenue per Form 990
$2,655,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,425,041
Fees for Services Accounting---$33,425
Conferences and Meetings---$11,772
Travel---$3,401
Office Expenses---$1,194
Total Functional Expenses$0$0$0$2,474,833

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,474,833
Total Expenses per Audited Statements$2,474,833
Total Expenses per Form 990$2,474,833
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The trust is governed by a board of trustees, who are appointed by the executive board of afscme local 2076.”

Form 990, Page 6, Part VI, Line 11B

“The completed form is reviewed by the signing trustee.”

Form 990, Page 6, Part VI, Line 19

“The trust documents and financial statements are made available upon request and are also available via the employee pension benefit security administration's public disclosure website.”

Filing and Contact Details

Filer

Filer Name
Afscme Local 2076 Health & Welfare
EIN
33-6136808
Phone
7147784417
Address
520 N BROOKHURST ST STE 229, ANAHEIM, CA 92801

Signing Officer

Name
Araceli Guillen
Title
Trustee
Phone
7147784417
Signed
2025-10-14

Organization Details

Principal Officer
Araceli Guillen
Formed
1993
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Ybarra & Associates
Address
10370 COMMERCE CENTER DR STE 205, RANCHO CUCAMONGA, CA 91730
Preparer
Patricia Ybarra CPA
Phone
9099890788
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Page 2, Part III, Line 4D

“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.”

Raw XML Appendix294 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/DescribedInSection501c3Ind0false
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IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02655603
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt06038
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06038
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0112629
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0128724
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03244
IRS990/LandBldgEquipCostOrOtherBssAmt03244
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFSCME 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OVERSEE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST IS GOVERNED BY A BOARD OF TRUSTEES, WHO ARE APPOINTED BY THE EXECUTIVE BOARD OF AFSCME LOCAL 2076.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPLETED FORM IS REVIEWED BY THE SIGNING TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AND ARE ALSO AVAILABLE VIA THE EMPLOYEE PENSION BENEFIT SECURITY ADMINISTRATION'S PUBLIC DISCLOSURE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalAssetsBOYAmt01693342
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IRS990/TotalFunctionalExpensesGrp/TotalAmt02474833
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IRS990/TotalLiabilitiesEOYAmt05825
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IRS990/TotalLiabilitiesGrp/EOYAmt05825
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01890207
IRS990/TotalProgramServiceRevenueAmt02649565
IRS990/TotalRevenueGrp/ExclusionAmt06038
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02655603
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01693342
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01896032
IRS990/TravelGrp/TotalAmt03401
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0520 N BROOKHURST ST STE 229
IRS990/USAddress/CityNm0ANAHEIM
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IRS990/USAddress/ZIPCd092801
IRS990/VotingMembersGoverningBodyCnt03
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ARACELI GUILLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07147784417
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AFSCME LOCAL 2076 HEALTH & WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0AFSC
ReturnHeader/Filer/EIN0336136808
ReturnHeader/Filer/PhoneNum07147784417
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 N BROOKHURST ST STE 229
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872683828
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YBARRA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010370 COMMERCE CENTER DR STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09099890788
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA YBARRA CPA
ReturnHeader/ReturnTs02025-10-14T15:03:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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