STRATEGY STUDIO / PUBLIC DATA EXPLORER

AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES (EIN 94-3306474)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201823189349312647
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T19:08:21-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522385296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDQUIST LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943306474EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN FEDERATION OF STATE COUNTYBusinessNameLine1Txt
Business Name Line2AND MUNICIPAL EMPLOYEES LOCAL 3299BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone5108441160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 BROADWAY STREET NO 315AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHRYN LYBARGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5108441160PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASMINE S BAKERPreparerPersonNm
PTINP01452246PTIN
Phone9252779100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.7.226.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm17:08:11IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD85FB602DC4FA66F28A631CB81EF53DF59ECABFAAtSubmissionCreationDeviceId
At Submission Filing Device IdD85FB602DC4FA66F28A631CB81EF53DF59ECABFAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHRYN LYBARGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 BROADWAY STREET NO 315AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,409,675GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AFSCME3299.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1998FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROTECT AND PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.ActivityOrMissionDesc
Voting Members Governing Body47VotingMembersGoverningBodyCnt
Voting Members Independent43VotingMembersIndependentCnt
Total Employee154TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$50,000CYContributionsGrantsAmt
PY Program Service Revenue$12,339,599PYProgramServiceRevenueAmt
CY Program Service Revenue$13,352,086CYProgramServiceRevenueAmt
PY Investment Income$4,603PYInvestmentIncomeAmt
CY Investment Income$165CYInvestmentIncomeAmt
PY Other Revenue$7,077PYOtherRevenueAmt
CY Other Revenue$7,424CYOtherRevenueAmt
PY Total Revenue$12,351,279PYTotalRevenueAmt
CY Total Revenue$13,409,675CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,517,113PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,958,278CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,732,547PYOtherExpensesAmt
CY Other Expenses$4,154,706CYOtherExpensesAmt
PY Total Expenses$10,249,660PYTotalExpensesAmt
CY Total Expenses$12,112,984CYTotalExpensesAmt
PY Revenues Less Expenses$2,101,619PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,296,691CYRevenuesLessExpensesAmt
Total Assets BOY$9,082,848TotalAssetsBOYAmt
Total Assets EOY$10,760,670TotalAssetsEOYAmt
Total Liabilities BOY$2,083,677TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,464,808TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,999,171NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,295,862NetAssetsOrFundBalancesEOYAmt
MissionTO PROTECT AND PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescLOCAL REPRESENTED APPROXIMATELY 24,000 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.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee154EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members47GoverningBodyVotingMembersCnt
Independent Voting Member43IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT SHENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5108441160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 BROADWAY STREET 315AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
AVANT MICHAEL
EXECUTIVE VP / E-BOARD MEMBER10.00Yes (X)Yes (X)$23,018$0$0
CLARK BETTI HEIMBUCH
SEC TREASURER / E-BOARD MEMBER8.00Yes (X)Yes (X)$1,200$0$0
COLLINS LAKEISHA
RECORDING SEC / E-BOARD MEMBER6.00Yes (X)Yes (X)$2,295$0$0
DE LEON MONICA
PCT VP / E-BOARD MEMBER6.00Yes (X)Yes (X)$11,467$0$0
LYBARGER KATHRYN
PRESIDENT / E-BOARD MEMBER10.00Yes (X)Yes (X)$10,367$0$0
SANTOS RUBEN
SX VP / E-BOARD MEMBER - PAST6.00Yes (X)Yes (X)$1,316$0$0
RUBIO OSCAR
SX VP / E-BOARD MEMBER4.00Yes (X)Yes (X)$12,320$0$0
ARELLANO FRANCISCO JR
E-BOARD MEMBER - PAST4.00Yes (X)$0$0$0
ARELLANO FRANCISCO SR
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
AREVALO ROQUE
E-BOARD MEMBER4.00Yes (X)$100$0$0
ASHBAUGH JUDY
E-BOARD MEMBER4.00Yes (X)$1,050$0$0
AVALOS ROSA
E-BOARD MEMBER4.00Yes (X)$100$0$0
AVILA HENRY
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
BARRIOS ANA
E-BOARD MEMBER4.00Yes (X)$100$0$0
BAXTER JOSEPH
E-BOARD MEMBER4.00Yes (X)$100$0$0
BERMEA MARISOL
E-BOARD MEMBER - PAST4.00Yes (X)$700$0$0
BOLOS-SUAREZ AGNES
E-BOARD MEMBER4.00Yes (X)$2,301$0$0
BEDFORD KATHREEN
E-BOARD MEMBER4.00Yes (X)$100$0$0
CASANOVA IVAN
E-BOARD MEMBER4.00Yes (X)$100$0$0
CENTENO BLANCO
E-BOARD MEMBER4.00Yes (X)$0$0$0
CHIDESTER REBECCA
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
CLARK JAMES
E-BOARD MEMBER4.00Yes (X)$0$0$0
DEE ERIC
E-BOARD MEMBER4.00Yes (X)$0$0$0
DIXON DENISE
E-BOARD MEMBER4.00Yes (X)$100$0$0
FARIDIAN JONATHAN
E-BOARD MEMBER4.00Yes (X)$700$0$0
FEJERANG ROSEMARIE
E-BOARD MEMBER4.00Yes (X)$843$0$0
FERNANDEZ JORGE
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
FLORES DONALD
E-BOARD MEMBER4.00Yes (X)$0$0$0
GUTIERREZ NICOLAS
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
GOMEZ RUBEN
E-BOARD MEMBER4.00Yes (X)$500$0$0
GONZALES GRISELDA
E-BOARD MEMBER4.00Yes (X)$0$0$0
HERNANDEZ JESUS
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
HERRERA NICKOLAS
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
HOSKINS-FORD THERESA
E-BOARD MEMBER4.00Yes (X)$0$0$0
HOWARD LUSTER
E-BOARD MEMBER - PAST4.00Yes (X)$2,310$0$0
JACKSON YOLANDA
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
JIMENEZ HENRY
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
JOHNSON RANDALL
E-BOARD MEMBER - PAST4.00Yes (X)$100$0$0
KAM GARRY
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
KASIK TRACY
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
LOPEZ OLGA
E-BOARD MEMBER - PAST4.00Yes (X)$2,568$0$0
MANZANAREZ MARICRUZ
E-BOARD MEMBER4.00Yes (X)$16,359$0$0
MARTINEZ ISIAH
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
MARTINEZ MONICA
E-BOARD MEMBER4.00Yes (X)$700$0$0
MCKEEVER JUDY
E-BOARD MEMBER4.00Yes (X)$600$0$0
MEDRANO TAMIKA
E-BOARD MEMBER4.00Yes (X)$0$0$0
MENDEZ JOSE
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
MENDOZA ANGELINA
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
MEZA ARNOLD
E-BOARD MEMBER - PAST4.00Yes (X)$0$0$0
MORROW GLADYS
E-BOARD MEMBER4.00Yes (X)$100$0$0
ORTEGA TANIA
E-BOARD MEMBER - PAST4.00Yes (X)$300$0$0
PALMA ORALIA
E-BOARD MEMBER4.00Yes (X)$100$0$0
PEREZ BERTHA
E-BOARD MEMBER4.00Yes (X)$600$0$0
ROSAS ENRIQUE
E-BOARD MEMBER4.00Yes (X)$0$0$0
RODRIGUEZ ROSE
E-BOARD MEMBER - PAST4.00Yes (X)$0$0$0
RUSSO CLAUDIA
E-BOARD MEMBER4.00Yes (X)$200$0$0
SANDOVAL CARMEN
E-BOARD MEMBER4.00Yes (X)$0$0$0
SCOTT LINDA
E-BOARD MEMBER4.00Yes (X)$2,217$0$0
SIMPSON KATHERINE
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
SINGH NAMRATA
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
TORRES KRISTINA
E-BOARD MEMBER4.00Yes (X)$3,243$0$0
VELASCO CARLOS
E-BOARD MEMBER - PAST4.00Yes (X)$1,000$0$0
VELASQUEZ ANGELA
E-BOARD MEMBER4.00Yes (X)$100$0$0
WILLIAMS SUSAN
E-BOARD MEMBER4.00Yes (X)$600$0$0
WOOD LATRENDA
E-BOARD MEMBER - PAST4.00Yes (X)$1,313$0$0
WOODS CAMERON
E-BOARD MEMBER - PAST4.00Yes (X)$4,224$0$0
ZAMORA SERAFIN
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
ZOLAYVAR RUTH
E-BOARD MEMBER4.00Yes (X)$1,200$0$0
LEE CHING
FIELD DIRECTOR40.00$119,387$0$22,972Yes (X)
ORTEGA ELIZABETH
POLITICAL DIRECTOR40.00$140,841$0$39,191Yes (X)
PERLMAN ELIZABETH
EXECUTIVE DIRECTOR40.00$121,884$0$37,921Yes (X)
PREPARATA CLAUDIA
RESEARCH DIRECTOR40.00$119,528$0$23,682Yes (X)
PATEL SETH NEWTON
DIRECTOR OF NEGOTIATION AND GRIEVANCE40.00$117,197$0$36,120Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$744,048TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$159,886TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LEONARD CARDER
1330 BROADWAY SUITE 1450OAKLANDCA94612LEGAL$374,658
DAVID BINDER RESEARCH
44 PAGE ST 404SAN FRANCISCOCA94102SOFTWARE SERVICE$204,500
OFFICE TEAM
99 HARRISON ST 1000OAKLANDCA94612CONSULTING SERVICE$160,341
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$50,000AllOtherContributionsAmt
Total Contributions$50,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescDUESDesc
Business900099BusinessCd
Total Revenue Column$13,352,086TotalRevenueColumnAmt
Related Or Exempt Func Income$13,352,086RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$13,352,086TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$165TotalRevenueColumnAmt
Exclusion$165ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$7,424TotalRevenueColumnAmt
Related Or Exempt Func Income$7,424RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,424OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,409,675TotalRevenueColumnAmt
Related Or Exempt Func Income$13,359,510RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$165ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$125,211TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,203,960TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$390,879TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$805,299TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$432,929TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$379,825TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,257TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$566,827TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,600TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$502,274TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$134,498TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$440,812TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,218,685TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$94,245TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$134,159TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$39,607TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$68,893TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CONTRIBUTIONS$228,759
BARGAINING EXPENSE$226,311
RALLY EXPENSES$42,579
EDUCATION AND TRAINING$10,103

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,272TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,112,984TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,370,685BOYAmt
EOY$4,285,857EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,774,034BOYAmt
EOY$4,334,178EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,619,895BOYAmt
EOY$1,783,149EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$128,645BOYAmt
EOY$189,282EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$218,829LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$50,625LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$189,589BOYAmt
EOY$168,204EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,082,848BOYAmt
EOY$10,760,670EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$881,792BOYAmt
EOY$1,437,212EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,201,885BOYAmt
EOY$1,027,596EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,083,677BOYAmt
EOY$2,464,808EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,999,171BOYAmt
EOY$8,295,862EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,999,171BOYAmt
EOY$8,295,862EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,082,848BOYAmt
EOY$10,760,670EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,296,691ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINContributions Rcvd DlvrContributionsRcvdDlvrAmt
AMERICAN FEDERATION OF STATE AND MUNICIPAL EMPLOYEES 3299 PAC
555 CAPITAL MALL SUITE 1425SACRAMENTOCA95814263571980$54,185
AFSCME - CA PEOPLE SMALL CONTRIBUTOR PAC
1211 L STREET SUITE 904SACRAMENTOCA95814680839291$145,170

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationAFSCME'S POLITICAL ACTION COMMITTEES ALLOW MEMBERS TO MAKE CONTRIBUTIONS INTO FUNDS THAT PROMOTE THE POLITICAL PROGRAM AND HELP ELECT CANDIDATES FRIENDLY TO WORKING FAMILIES. THROUGH THE POLITICAL PROCESS, PUBLIC EMPLOYEES CAN ELECT REPRESENTATIVES WHO ARE SENSITIVE TO MAINTAINING VITAL PUBLIC SERVICES AND COMMITTED TO DEALING WITH WORKERS FAIRLY.ExplanationTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$218,829OtherCostOrOtherBasisAmt
Depreciation$50,625DepreciationAmt
Book Value$168,204BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$168,204TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED VACATION$421,031
INTERNATIONAL PER CAPITA$606,565
FieldValueIRS element (for citing)
Total Liability$1,027,596TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT OF THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN BY THE LOCAL AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ORTEGA ELIZABETH
POLITICAL DIRECTOR$140,841$0$0$0$0$0$12,700$0$26,491$0$180,032$0$0$0
PERLMAN ELIZABETH
EXECUTIVE DIRECTOR$121,884$0$0$0$0$0$16,116$0$21,805$0$159,805$0$0$0
PATEL SETH NEWTON
DIRECTOR OF NEGOTIATION AND GRIEVANC$117,197$0$0$0$0$0$15,352$0$20,768$0$153,317$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6LOCAL HAS THREE TYPES OF MEMBERS: A) MEMBERS - MEMBERS WHO HAVE VOTING RIGHTS AND PAY FULL DUES. THEY HAVE ALL RIGHTS AND PRIVILEGES OF BEING MEMBERS OF THE LOCAL. B) AGENCY FEE PAYERS - THEY PAY FULL DUES BUT HAVE NOT SIGNED THE MEMBERSHIP FORM. THEREFORE, AGENCY FEE PAYERS DO NOT HAVE RIGHTS TO ELECT THE GOVERNING BODY. C) OBJECTORS - AGENCY FEE MEMBERS WHO OBJECT THE FAIRSHARE CALCULATION. THESE MEMBERS ALSO DO NOT HAVE RIGHTS TO ELECT THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7ATHE EXECUTIVE BOARD (GOVERNING BODY) IS ELECTED BY MEMBERS ON A YEARLY BASIS.
FORM 990, PART VI, SECTION A, LINE 7BDUES STRUCTURE CHANGES, CONSTITUTION CHANGES, BARGAINING TEAM ELECTIONS AND CONTRACTS ARE RATIFIED BY THE MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 8BTHERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON THE GOVERNING BODY'S BEHALF.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PROVIDED TO THE EXECUTIVE BOARD AND TREASURER TO REVIEW BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 15BTHE EXECUTIVE BOARD REVIEWS THE COMPENSATION FOR THE OFFICERS ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S CONSTITUTION IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S FINANCIAL STATEMENTS AND CONFLICT-OF-INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XII, LINE 2C:THE EXECUTIVE BOARD APPOINTS AN INDEPENDENT AUDITOR TO AUDIT THE FINANCIAL STATEMENTS. THE EXECUTIVE BOARD ALSO ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AFSCME LOCAL 3299 PACBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 CAPITAL MALL SUITE 1425AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
EIN263571980EIN
Primary ActivitiesPOLITICAL ACTIVITYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section527ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AFSCME LOCAL 3299BusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd