Civic Intelligence

Atu Local 256 Retiree Health &

EIN 68-0254014 • 501(c)9 • Sacramento, CA

Profile

The organization acts as a fidiciary in holding dues collected form union members untill the funds are disbursed to retirees as union health benfefis.

2776 21st StSacramento, CA 95818

atu256.org

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$141,904

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

86%

Faster revenue growth than 94% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$20,213,880

Up $2,370,387 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,213,880

Up $2,370,387 (+13%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin90th percentile

Revenue

Up

$2,034,981

Up $939,603 (+86%) from 2023

Expenses

Down

$834,506

Down $138,117 (-14%) from 2023

Net Income

Up

$1,200,475

Up $1,077,720 (+878%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$30M$20M$10M$0Assets 2010: $7,694,279Liabilities 2010: $0Net Assets 2010: $7,694,2792010Assets 2011: $8,083,789Liabilities 2011: $0Net Assets 2011: $8,083,7892011Assets 2012: $8,581,629Liabilities 2012: $0Net Assets 2012: $8,581,6292012Assets 2013: $9,284,701Liabilities 2013: $0Net Assets 2013: $9,284,7012013Assets 2014: $10,080,126Liabilities 2014: $0Net Assets 2014: $10,080,1262014Assets 2015: $10,082,031Liabilities 2015: $0Net Assets 2015: $10,082,0312015Assets 2016: $10,896,609Liabilities 2016: $0Net Assets 2016: $10,896,6092016Assets 2017: $12,892,907Liabilities 2017: $0Net Assets 2017: $12,892,9072017Assets 2018: $11,977,604Liabilities 2018: $0Net Assets 2018: $11,977,6042018Assets 2019: $14,381,884Liabilities 2019: $0Net Assets 2019: $14,381,8842019Assets 2020: $16,454,301Liabilities 2020: $0Net Assets 2020: $16,454,3012020Assets 2021: $18,532,770Liabilities 2021: $0Net Assets 2021: $18,532,7702021Assets 2022: $15,570,037Liabilities 2022: $0Net Assets 2022: $15,570,0372022Assets 2023: $17,843,493Liabilities 2023: $0Net Assets 2023: $17,843,4932023Assets 2024: $20,213,880Liabilities 2024: $0Net Assets 2024: $20,213,8802024

Highlighted filing

2024

Assets$20,213,880
Liabilities$0
Net Assets$20,213,880
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,215,127Expenses 2010: $391,898Net Income 2010: $823,2292010Expenses 2011: $396,5132011Expenses 2012: $506,6302012Revenue 2013: $1,226,840Expenses 2013: $523,768Net Income 2013: $703,0722013Revenue 2014: $1,344,115Expenses 2014: $548,690Net Income 2014: $795,4252014Revenue 2015: $1,340,255Expenses 2015: $565,475Net Income 2015: $774,7802015Revenue 2016: $1,148,408Expenses 2016: $597,217Net Income 2016: $551,1912016Revenue 2017: $1,353,957Expenses 2017: $726,688Net Income 2017: $627,2692017Revenue 2018: $1,301,980Expenses 2018: $770,936Net Income 2018: $531,0442018Revenue 2019: $3,269,271Expenses 2019: $864,991Net Income 2019: $2,404,2802019Revenue 2020: $1,608,549Expenses 2020: $909,213Net Income 2020: $699,3362020Revenue 2021: $2,617,352Expenses 2021: $939,981Net Income 2021: $1,677,3712021Revenue 2022: $939,676Expenses 2022: $974,339Net Income 2022: -$34,6632022Revenue 2023: $1,095,378Expenses 2023: $972,623Net Income 2023: $122,7552023Revenue 2024: $2,034,981Expenses 2024: $834,506Net Income 2024: $1,200,4752024

Highlighted filing

2024

Revenue$2,034,981
Expenses$834,506
Net Income$1,200,475
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$20,213,880
Liabilities
$0
Net assets
$20,213,880
Revenue
$2,034,981
Expenses
$834,506
Net income
$1,200,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$0.00$20.2$2.03$0.83$1.20
2023Summary only. Only limited summary data is available for this year.$17.8$0.00$17.8$1.10$0.97$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.00$15.6$0.94$0.97$0.03
2021Summary only. Only limited summary data is available for this year.$18.5$0.00$18.5$2.62$0.94$1.68
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.00$16.5$1.61$0.91$0.70
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.00$14.4$3.27$0.86$2.40
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.00$12.0$1.30$0.77$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$1.35$0.73$0.63
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$1.15$0.60$0.55
2015Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.34$0.57$0.77
2014Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.34$0.55$0.80
2013Summary only. Only limited summary data is available for this year.$9.28$0.00$9.28$1.23$0.52$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.58$0.00$8.58$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.00$8.08$0.40
2010Summary only. Only limited summary data is available for this year.$7.69$0.00$7.69$1.22$0.39$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$5,524,034
Mission and Program Overview

Mission

The organization acts as fiduciary in holding dues collected from union members until the funds are disbursed to retirees as union benefits.

To act as a fiduciary in holding dues collected and disbursing to retirees as union benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,322,247$11,722,298▼ $1,599,949
Investments Other Securities$3,752,550$7,500,562▲ $3,748,012
Savings and Temporary Cash Investments$504,239$671,050▲ $166,811
Cash and Non-Interest-Bearing Accounts$264,457$319,970▲ $55,513
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$17,843,493$20,213,880▲ $2,370,387
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,843,493$20,213,880▲ $2,370,387
Total Net Assets Fund Balance$17,843,493$20,213,880▲ $2,370,387
Total Liabilities and Net Assets / Fund Balance$17,843,493$20,213,880▲ $2,370,387
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Crystal Mcgee-leePresident$141,904$141,904
Anthony SmithVice President$19,218$19,218
Alfred Lee ScottFin. Secretary$19,008$19,008
Matthew LucienRec. Secretary$14,054$14,054
Revenue and Support

Revenue Composition

Contributions and Grants
$979,007
Program Service Revenue
$0
Investment Income
$1,055,974
Other Revenue
$0
Change in Net Assets
$1,200,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,374
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---$666,132
Fees for Service Investment Mgmnt Fees---$139,745
Fees for Services Accounting---$15,850
Office Expenses---$472
Other Expenses---$140
Total Functional Expenses$0$0$0$834,506
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“All members of atu local 256 are members of atu local 256 health & welfare”

Form 990, Part VI, Section B, Line 11B

“The return is reviewed by the officers at the appropriate monthly meeting.”

Form 990, Part VI, Section C, Line 19

“All documents of the organization will be available for inspection or copying at the union's main office during normal business hours at no charge.”

Filing and Contact Details

Filer

Filer Name
Atu Local 256 Retiree Health & Welfare
EIN
68-0254014
Phone
9167391627
Address
2776 21ST ST, SACRAMENTO, CA 95818

Signing Officer

Name
Alfred Lee Scott
Title
Fin. Secretary
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alfred Lee Scott
Formed
1994
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Hillberg & Co CPAs
Address
415 Mitchell Ave, Turlock, CA 95380
Preparer
Joseph Julio CPA
Phone
2096672406
Raw XML Appendix336 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.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt00
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IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0666132
IRS990/BooksInCareOfDetail/PersonNm0LEE SCOTT
IRS990/BooksInCareOfDetail/PhoneNum09167391627
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02776 21ST ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095818
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt0264457
IRS990/CashNonInterestBearingGrp/EOYAmt0319970
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0666132
IRS990/CYContributionsGrantsAmt0979007
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01055974
IRS990/CYOtherExpensesAmt0168374
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01200475
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0834506
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IRS990/CYTotalRevenueAmt02034981
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE ORGANIZATION ACTS AS A FIDUCIARY IN HOLDING DUES COLLECTED FROM UNION MEMBERS UNTIL THE FUNDS ARE DISTRIBUTED TO RETIREES AS UNION BENEFITS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt015850
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0139745
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05537
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CRYSTAL MCGEE-LEE
IRS990/Form990PartVIISectionAGrp/PersonNm1ANTHONY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2ALFRED LEE SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm3MATTHEW LUCIEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0136367
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt119218
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt219008
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt314054
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Fin. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Rec. Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0468203
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03957256
IRS990/GrossReceiptsAmt05524034
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0587771
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0587771
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03752550
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013322247
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IRS990/IRPDocumentCnt01
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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IRS990/LoanOutstandingInd0false
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IRS990/MembershipDuesAmt0979007
IRS990/MembersOrStockholdersInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2OPERATIONS
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0504239
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt07500562
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF ATU LOCAL 256 ARE MEMBERS OF ATU LOCAL 256 HEALTH & WELFARE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS REVIEWED BY THE OFFICERS AT THE APPROPRIATE MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS OF THE ORGANIZATION WILL BE AVAILABLE FOR INSPECTION OR COPYING AT THE UNION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL256
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940939926
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02776 21ST STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095818
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04926
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AMALGAMATED TRANSIT UNION LOCAL256
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt017843493
IRS990/TotalAssetsEOYAmt020213880
IRS990/TotalAssetsGrp/BOYAmt017843493
IRS990/TotalAssetsGrp/EOYAmt020213880
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0979007
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0834506
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017843493
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020213880
IRS990/TotalOtherCompensationAmt05537
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01055974
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02034981
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017843493
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020213880
IRS990/TotReportableCompRltdOrgAmt0188647
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02776 21ST ST
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095818
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0ATU256.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED LEE SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Fin. Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATU LOCAL 256 RETIREE HEALTH & WELFARE
ReturnHeader/Filer/BusinessNameControlTxt0AMAL
ReturnHeader/Filer/EIN0680254014
ReturnHeader/Filer/PhoneNum09167391627
ReturnHeader/Filer/USAddress/AddressLine1Txt02776 21ST ST
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095818
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942681814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hillberg & Co CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 Mitchell Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Turlock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095380
ReturnHeader/PreparerPersonGrp/PhoneNum02096672406
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH JULIO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T10:09:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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