Civic Intelligence

Union Mutualista De San Jose

EIN 95-6056190 • 501(c)8 • Wilmington, CA

Profile

Provide funeral aid to those in need.

PO Box 399Wilmington, CA 90748

n/A

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

501(c)8 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.00x

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

501(c)8 • $5M-$10M nonprofits • Source year 2024

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

501(c)8 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$5,040

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)8 • $5M-$10M nonprofits • Source year 2024

Asset Growth

57th percentile

8.6%

Faster asset growth than 57% of similar nonprofits.

501(c)8 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

501(c)8 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,830,849

Up $620,417 (+8.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,830,849

Up $620,417 (+8.6%) from 2023

Revenue

Down

$521,971

Down $5,863,132 (-92%) from 2023

Expenses

Up

$221,122

Up $87,815 (+66%) from 2023

Net Income

Down

$300,849

Down $5,950,947 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $760,440Liabilities 2010: $1,744Net Assets 2010: $758,6962010Assets 2011: $754,696Liabilities 2011: $1,146Net Assets 2011: $753,5502011Assets 2012: $752,274Liabilities 2012: $1,516Net Assets 2012: $750,7582012Assets 2013: $737,135Liabilities 2013: $1,159Net Assets 2013: $735,9762013Assets 2014: $698,120Liabilities 2014: $1,491Net Assets 2014: $696,6292014Assets 2015: $702,477Liabilities 2015: $1,392Net Assets 2015: $701,0852015Assets 2016: $715,310Liabilities 2016: $879Net Assets 2016: $714,4312016Assets 2017: $669,997Liabilities 2017: $275Net Assets 2017: $669,7222017Assets 2018: $691,366Liabilities 2018: $1,740Net Assets 2018: $689,6262018Assets 2019: $692,165Liabilities 2019: $1,086Net Assets 2019: $691,0792019Assets 2020: $696,099Liabilities 2020: $8Net Assets 2020: $696,0912020Assets 2021: $715,232Liabilities 2021: $1,444Net Assets 2021: $713,7882021Assets 2022: $716,854Liabilities 2022: $2,268Net Assets 2022: $714,5862022Assets 2023: $7,210,432Liabilities 2023: $0Net Assets 2023: $7,210,4322023Assets 2024: $7,830,849Liabilities 2024: $0Net Assets 2024: $7,830,8492024

Highlighted filing

2024

Assets$7,830,849
Liabilities$0
Net Assets$7,830,849

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $192,612Expenses 2010: $195,519Net Income 2010: -$2,9072010Revenue 2011: $203,527Expenses 2011: $208,673Net Income 2011: -$5,1462011Revenue 2012: $185,879Expenses 2012: $188,671Net Income 2012: -$2,7922012Revenue 2013: $176,413Expenses 2013: $191,195Net Income 2013: -$14,7822013Revenue 2014: $206,886Expenses 2014: $246,233Net Income 2014: -$39,3472014Revenue 2015: $223,101Expenses 2015: $218,645Net Income 2015: $4,4562015Revenue 2016: $216,420Expenses 2016: $203,074Net Income 2016: $13,3462016Revenue 2017: $164,190Expenses 2017: $208,899Net Income 2017: -$44,7092017Revenue 2018: $220,551Expenses 2018: $190,863Net Income 2018: $29,6882018Revenue 2019: $185,508Expenses 2019: $182,509Net Income 2019: $2,9992019Revenue 2020: $125,080Expenses 2020: $116,724Net Income 2020: $8,3562020Revenue 2021: $160,823Expenses 2021: $143,587Net Income 2021: $17,2362021Revenue 2022: $228,207Expenses 2022: $214,307Net Income 2022: $13,9002022Revenue 2023: $6,385,103Expenses 2023: $133,307Net Income 2023: $6,251,7962023Revenue 2024: $521,971Expenses 2024: $221,122Net Income 2024: $300,8492024

Highlighted filing

2024

Revenue$521,971
Expenses$221,122
Net Income$300,849

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.00$7.83$0.52$0.22$0.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.00$7.21$6.39$0.13$6.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.71$0.23$0.21$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.71$0.16$0.14$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.13$0.12$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.19$0.18$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.22$0.19$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.16$0.21$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.71$0.22$0.20$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.22$0.22$0.00
2014Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.21$0.25$0.04
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.18$0.19$0.01
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.19$0.19$0.00
2011Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.20$0.21$0.01
2010Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.19$0.20$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$254,290
Mission and Program Overview

Mission

Provide funeral assistance to members

Provide funeral aid to those in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$713,788$714,586▲ $798
Land, Buildings, and Equipment, Net$464,764$449,545▼ $15,219
Cash and Non-Interest-Bearing Accounts$121,768$152,873▲ $31,105
Investments Other Securities$95,904$86,052▼ $9,852
Inventories for Sale or Use$4,412$0▼ $4,412
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$715,232$716,854▲ $1,622
Other Assets Total$28,384$28,384→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,444$2,268▲ $824
Total Liabilities$1,444$2,268▲ $824
Net Assets / Fund Balance
Total Net Assets Fund Balance$713,788$714,586▲ $798
Total Liabilities and Net Assets / Fund Balance$715,232$716,854▲ $1,622

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$101,594$86,877$177,241
Other Land Buildings$306,551$195,052$92,843
Land$41,400--
Equipment$0$1,350-
Other Securities$41,057--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Ruth SustaitaSecretary$4,920$4,920
Luis ChaconPresident$3,300$3,300
Paulino LopezTreasurer$2,820$2,820
Martina DuranVice President$2,700$2,700
Gerardo DuranAssistance Treasurer$2,640$2,640
Rafael BarrazaAssistance Secretary$2,640$2,640
Frances CabaruviasController$2,620$2,620
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,250
Investment Income
$-1,370
Other Revenue
$192,327
Change in Net Assets
$13,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,385
Salaries, Compensation, and Employee Benefits$38,922
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$17,895$17,890-$35,785
Current Officers, Directors, Trustees, and Key Employees$21,640--$21,640
Other Salaries and Wages$7,907$7,906-$15,813
Depreciation Depletion$5,421$5,422-$10,843
Other Expenses$5,190$5,189-$10,379
Insurance$5,046$5,046-$10,092
Fees for Services Accounting$1,700$1,700-$3,400
Fees for Services Legal$1,000$1,000-$2,000
Payroll Taxes$735$734-$1,469
Office Expenses$284$284-$568
Advertising$275$274-$549
Conferences and Meetings$492--$492
Total Functional Expenses$118,224$96,083$0$214,307
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
Annual disclosure for covered persons
No
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 2

Martina duran and gerardo duran are married to each other.

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

Organization's process to review form 990 a designated board member reviews the return prior to filing.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Union Mutualista De San Jose
EIN
95-6056190
Phone
5628575971
Address
PO BOX 399, WILMINGTON, CA 90748

Signing Officer

Name
Paulino Lopez
Title
Treasurer
Phone
5628575971
Signed
2023-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paulino Lopez
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
0

Preparer

Firm
Lucas Horsfall Murphy & Pindroh Llp
Address
299 N EUCLID AVENUE 2ND FLOOR, PASADENA, CA 91101
Preparer
Michael P Amerio
Phone
6267445100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Taxes: program service expenses 3,736. Management and general expenses 3,736. Fundraising expenses 0. Total expenses 7,472. Automobile expense: program service expenses 2,748. Management and general expenses 2,747. Fundraising expenses 0. Total expenses 5,495. Janitorial: program service expenses 2,307. Management and general expenses 2,306. Fundraising expenses 0. Total expenses 4,613. Contract labor: program service expenses 2,168. Management and general expenses 2,167. Fundraising expenses 0. Total expenses 4,335. Telephone: program service expenses 2,141. Management and general expenses 2,141. Fundraising expenses 0. Total expenses 4,282. License and permits: program service expenses 1,169. Management and general expenses 1,169. Fundraising expenses 0. Total expenses 2,338. Dues and subscriptions: program service expenses 925. Management and general expenses 925. Fundraising expenses 0. Total expenses 1,850. Decoration of banquet package: program service expenses 793. Management and general expenses 792. Fundraising expenses 0. Total expenses 1,585. Bank charges: program service expenses 754. Management and general expenses 754. Fundraising expenses 0. Total expenses 1,508. Scholarship: program service expenses 500. Management and general expenses 500. Fundraising expenses 0. Total expenses 1,000. Postage and shipping: program service expenses 254. Management and general expenses 254. Fundraising expenses 0. Total expenses 508. Office equipment: program service expenses 200. Management and general expenses 200. Fundraising expenses 0. Total expenses 400. Equipment rental: program service expenses 125. Management and general expenses 125. Fundraising expenses 0. Total expenses 250. Hall administration fees: program service expenses 75. Management and general expenses 74. Fundraising expenses 0. Total expenses 149.

Raw XML Appendix394 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/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SECURITY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27963
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35189
IRS990/OtherExpensesGrp/ProgramServicesAmt034500
IRS990/OtherExpensesGrp/ProgramServicesAmt18175
IRS990/OtherExpensesGrp/ProgramServicesAmt27964
IRS990/OtherExpensesGrp/ProgramServicesAmt35190
IRS990/OtherExpensesGrp/TotalAmt069000
IRS990/OtherExpensesGrp/TotalAmt116350
IRS990/OtherExpensesGrp/TotalAmt215927
IRS990/OtherExpensesGrp/TotalAmt310379
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04075
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04075
IRS990/OtherRevenueTotalAmt04075
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07906
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07907
IRS990/OtherSalariesAndWagesGrp/TotalAmt015813
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0734
IRS990/PayrollTaxesGrp/ProgramServicesAmt0735
IRS990/PayrollTaxesGrp/TotalAmt01469
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAULINO LOPEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt037250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016056
IRS990/PYOtherExpensesAmt0118184
IRS990/PYOtherRevenueAmt0106111
IRS990/PYProgramServiceRevenueAmt038656
IRS990/PYRevenuesLessExpensesAmt017236
IRS990/PYSalariesCompEmpBnftPaidAmt025403
IRS990/PYTotalExpensesAmt0143587
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0160823
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt013900
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0130325
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0713788
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0714586
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01350
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01350
IRS990ScheduleD/LandGrp/BookValueAmt041400
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt041400
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0101594
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt086877
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt011230
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0177241
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0306551
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0195052
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0408760
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt092843
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt044995
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt141057
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CARTER VALIDUS MISSION REIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CHARLES SCHWAB
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0449545
IRS990ScheduleD/TotalBookValueSecuritiesAmt086052
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt069000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FUNERAL AIDE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt023
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARTINA DURAN AND GERARDO DURAN ARE MARRIED TO EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S PROCESS TO REVIEW FORM 990 A DESIGNATED BOARD MEMBER REVIEWS THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES: PROGRAM SERVICE EXPENSES 3,736. MANAGEMENT AND GENERAL EXPENSES 3,736. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,472. AUTOMOBILE EXPENSE: PROGRAM SERVICE EXPENSES 2,748. MANAGEMENT AND GENERAL EXPENSES 2,747. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,495. JANITORIAL: PROGRAM SERVICE EXPENSES 2,307. MANAGEMENT AND GENERAL EXPENSES 2,306. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,613. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 2,168. MANAGEMENT AND GENERAL EXPENSES 2,167. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,335. TELEPHONE: PROGRAM SERVICE EXPENSES 2,141. MANAGEMENT AND GENERAL EXPENSES 2,141. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,282. LICENSE AND PERMITS: PROGRAM SERVICE EXPENSES 1,169. MANAGEMENT AND GENERAL EXPENSES 1,169. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,338. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 925. MANAGEMENT AND GENERAL EXPENSES 925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,850. DECORATION OF BANQUET PACKAGE: PROGRAM SERVICE EXPENSES 793. MANAGEMENT AND GENERAL EXPENSES 792. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,585. BANK CHARGES: PROGRAM SERVICE EXPENSES 754. MANAGEMENT AND GENERAL EXPENSES 754. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,508. SCHOLARSHIP: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 254. MANAGEMENT AND GENERAL EXPENSES 254. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 508. OFFICE EQUIPMENT: PROGRAM SERVICE EXPENSES 200. MANAGEMENT AND GENERAL EXPENSES 200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 400. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 125. MANAGEMENT AND GENERAL EXPENSES 125. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250. HALL ADMINISTRATION FEES: PROGRAM SERVICE EXPENSES 75. MANAGEMENT AND GENERAL EXPENSES 74. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0715232
IRS990/TotalAssetsEOYAmt0716854
IRS990/TotalAssetsGrp/BOYAmt0715232
IRS990/TotalAssetsGrp/EOYAmt0716854
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt096083
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118224
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214307
IRS990/TotalGrossUBIAmt057927
IRS990/TotalLiabilitiesBOYAmt01444
IRS990/TotalLiabilitiesEOYAmt02268
IRS990/TotalLiabilitiesGrp/BOYAmt01444
IRS990/TotalLiabilitiesGrp/EOYAmt02268
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0713788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0714586
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0118224
IRS990/TotalProgramServiceRevenueAmt037250
IRS990/TotalReportableCompFromOrgAmt021640
IRS990/TotalRevenueGrp/ExclusionAmt06439
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163841
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0228207
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt057927
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0715232
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0716854
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02800 EUCALYPTUS AVE
IRS990/USAddress/CityNm0LONG BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090806
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULINO LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05628575971
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION MUTUALISTA DE SAN JOSE
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0956056190
ReturnHeader/Filer/PhoneNum05628575971
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 399
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090748
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954659692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCAS HORSFALL MURPHY & PINDROH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0299 N EUCLID AVENUE 2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06267445100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P AMERIO
ReturnHeader/ReturnTs02023-11-15T11:33:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAULINO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOPEZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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