AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST
Cite this
Plain text AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/336136808. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/336136808
MLA “AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/336136808. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $2.7M · expenses $2.5M · assets $1.9M
- Also known as
- TRUST FUND
- EIN
- 33-6136808
- Address
- 520 N BROOKHURST ST STE 229, ANAHEIM, CA 92801-5238
- NTEE code
- Y43
- Subsection
- 501(c)(9)
- Ruling year
- 2014
- Cross-check
- ProPublica Nonprofit Explorer
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 10 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
10 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Araceli Guillen | TRUSTEE | 2022-2024 | 1 | $0 reported | 2 |
| Manuel Corral | TRUSTEE | 2023-2024 | 1 | $0 reported | 2 |
| Joe Leon | TRUSTEE | 2023-2024 | 1 | $0 reported | 2 |
| Claudia Badillo (former) | TRUSTEE | 2018-2022 | 1 | $0 reported | 2 |
| Lorena Yonamine (former) | TRUSTEE | 2018-2022 | 1 | $0 reported | 2 |
| Nia Jones (former) | TRUSTEE | 2020-2021 | 1 | $0 reported | 1 |
| Mary Barrett (former) | TRUSTEE | 2018-2019 | 1 | $0 reported | 2 |
| Cher Brock (former) | TRUSTEE | 2016 | 1 | $0 reported | 2 |
| Raymond Hartwell (former) | TRUSTEE | 2016 | 1 | $0 reported | 2 |
| Maria Morel (former) | TRUSTEE | 2016 | 1 | $0 reported | 1 |
People by year
2024 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ARACELI GUILLEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MANUEL CORRAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOE LEON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ARACELI GUILLEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MANUEL CORRAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOE LEON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ARACELI GUILLEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LORENA YONAMINE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAUDIA BADILLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORENA YONAMINE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAUDIA BADILLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NIA JONES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORENA YONAMINE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAUDIA BADILLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NIA JONES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORENA YONAMINE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAUDIA BADILLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY BARRETT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LORENA YONAMINE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAUDIA BADILLO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY BARRETT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 3 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RAYMOND HARTWELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARIA MOREL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHER BROCK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $2,655,603 | $2,474,833 | $1,896,032 | $1,890,207 | $0 | $2,649,565 | - | 0 | - |
| 2023 · Form 990 | ||||||||
| $2,415,212 | $2,213,923 | $1,693,342 | $1,693,342 | $0 | $2,405,682 | - | 0 | - |
| 2022 · Form 990 | ||||||||
| $2,458,431 | $2,336,529 | $1,504,219 | $1,487,894 | $0 | $2,455,271 | - | 0 | - |
| 2021 · Form 990 | ||||||||
| $2,420,051 | $2,235,140 | $1,375,071 | $1,375,071 | $0 | $2,413,832 | - | 0 | - |
| 2020 · Form 990 | ||||||||
| $2,387,773 | $2,179,355 | $1,156,722 | $1,156,722 | $0 | $2,383,995 | - | 0 | - |
| 2019 · Form 990 | ||||||||
| $2,383,041 | $2,188,601 | $961,998 | $961,998 | $0 | $2,374,244 | - | 0 | - |
| 2018 · Form 990 | ||||||||
| $2,287,998 | $2,124,613 | $758,316 | $758,316 | $0 | $2,287,998 | - | 0 | - |
| 2016 · Form 990 | ||||||||
| $2,197,432 | $2,038,763 | $368,166 | $368,166 | $0 | $2,193,631 | - | 0 | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| UDW AFSCME LOCAL 3930 SANTA BARBARA COUNTY BENEFITS | CA | Y43 | $1,439,778 | $1,147,364 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UDW AFSCME 3930 PLACER COUNTY HEALTH AND BENEFITS FUND | CA | Y43 | $1,966,341 | $1,316,189 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| BLUE LAKE RANCHERIA EMPLOYEE BENEFITS TR | CA | Y43 | $2,370,391 | $2,292,384 | CHAIR | $0 | Same NTEE code Y43, revenue within 2x, same state |
| NORTHERN CALIFORNIA TILE INDUSTRY VACATION AND HOLIDAY TRUST FUND | CA | Y43 | $1,438,663 | $1,423,139 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| BRICKLAYERS LOCAL NO 3 VACATION AND HOLIDAY FUND | CA | Y43 | $3,176,138 | $3,168,841 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ROOFERS HEALTH AND WELFARE FUND OF CENTRAL CALIFORNIA | CA | Y43 | $2,869,488 | $2,114,199 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| CLOROX COMPANY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION | CA | Y43 | $2,113,104 | $2,913,589 | The Clorox Company (VEBA Sponsor) | $5,408,275 | Same NTEE code Y43, revenue within 2x, same state |
| SPRINKLER FITTERS LOCAL 483 HEALTH REIMBURSEMENT ARRANGEMENT TR FU | CA | Y43 | $1,498,353 | $1,262,667 | Chairman | $370,617 | Same NTEE code Y43, revenue within 2x, same state |
| SEIU LOCAL 721 BENEFITS TRUST FUND | CA | Y43 | $4,652,039 | $3,433,548 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CALIFORNIA WATER SERVC CO VOL EMPL BENEF ASSOC TR COL BARG BEN | CA | Y43 | $4,182,789 | $2,509,729 | TRUSTEE | $7,250 | Same NTEE code Y43, revenue within 2x, same state |
| ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TR | CA | Y43 | $2,161,200 | $1,263,533 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TR | CA | Y43 | $3,930,764 | $1,252,266 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| ATU LOCAL 192 RETIREE AND WELFARE TR | CA | Y43 | $4,686,161 | $4,626,032 | UNION TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| EMPLOYERS-CONTRIBUTION VEBA TRUST FOR SAINT MARYS COLLEGE OF CALIFOR | CA | Y43 | $1,506,828 | $702,650 | TRUSTEE | $1,500 | Same NTEE code Y43, revenue within 2x, same state |
| MACHINISTS RETIREE HEALTH INVESTMENT PLAN | CA | Y43 | $2,539,779 | $518,094 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| SOUTHERN CALIFORNIA PLASTERING INSTITUTE VACATION TR FUND | CA | Y43 | $3,274,841 | $3,300,839 | MANAGEMENT TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CAL POLY CORPORATION VEBA TR | CA | Y43 | $1,554,276 | $1,944,875 | CHIEF ADMINISTRATOR | $290,126 | Same NTEE code Y43, revenue within 2x, same state |
| KAISER ALUMINUM SALARIED RETIREES VEBA TR | CA | Y43 | $4,344,713 | $4,733,976 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| DEATH BENEFIT TR FOR THE SOUTHERN CAL DISTRICT COUNCIL OF LABORERS | CA | Y43 | $2,095,978 | $487,207 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| TC CONSTRUCTION COMPANY INC HEALTH AND WELFARE INS TR | CA | Y43 | $3,256,862 | $2,419,429 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| APPLIED MATERIALS INC NON- CALIFORNIA SHORT TERM DISABILITY | CA | Y43 | $3,951,807 | $3,172,286 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| WESTERN MUNICIPAL WATER DISTRICT VEBA TR | CA | Y43 | $1,953,516 | $790,637 | TRUSTEE | $25,499 | Same NTEE code Y43, revenue within 2x, same state |
| SPRINKLER FITTERS LOCAL 483 JOURNEYMAN & APPRENTICESHIP TRAINI | CA | Y43 | $2,253,150 | $2,576,500 | instructor | $286,042 | Same NTEE code Y43, revenue within 2x, same state |
| INTEL RETIREE MEDICAL PLAN TR FOR KEY EMPLOYEES | CA | Y43 | $1,903,491 | $1,875,797 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TR | CA | Y43 | $4,691,868 | $2,925,219 | EXECUTIVE DIRECTOR | $483,304 | Same NTEE code Y43, revenue within 2x, same state |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $2,474,833 spent · pay $0 · grants $0 · events $11,772
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,425,041 | - | - | - | 98.0% | |
| Fees: accounting | $33,425 | - | - | - | 1.4% | |
| Conferences, conventions and meetings | $11,772 | - | - | - | 0.5% | |
| Travel | $3,401 | - | - | - | 0.1% | |
| Office expenses | $1,194 | - | - | - | 0.0% | |
| Total | $2,474,833 | 100% |
2023 · Form 990 · $2,213,923 spent · pay $0 · grants $0 · events $5,876
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,204,120 | - | - | - | 99.6% | |
| Conferences, conventions and meetings | $5,876 | - | - | - | 0.3% | |
| Fees: accounting | $3,200 | - | - | - | 0.1% | |
| Office expenses | $727 | - | - | - | 0.0% | |
| Total | $2,213,923 | 100% |
2022 · Form 990 · $2,336,529 spent · pay $0 · grants $0 · events $15,518
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,282,440 | - | - | - | 97.7% | |
| Fees: accounting | $33,825 | - | - | - | 1.4% | |
| Conferences, conventions and meetings | $15,518 | - | - | - | 0.7% | |
| Other (as described) | PROMOTIONAL ITEMS | $1,958 | - | - | - | 0.1% |
| Office expenses | $1,940 | - | - | - | 0.1% | |
| Insurance | $848 | - | - | - | 0.0% | |
| Total | $2,336,529 | 100% |
2021 · Form 990 · $2,235,140 spent · pay $0 · grants $0 · events $9,042
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,207,698 | - | - | - | 98.8% | |
| Fees: accounting | $13,500 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $9,042 | - | - | - | 0.4% | |
| Depreciation and depletion | $3,244 | - | - | - | 0.1% | |
| Office expenses | $1,656 | - | - | - | 0.1% | |
| Total | $2,235,140 | 100% |
2020 · Form 990 · $2,179,355 spent · pay $0 · grants $0 · events $5,955
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,159,280 | - | - | - | 99.1% | |
| Fees: accounting | $11,550 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $5,955 | - | - | - | 0.3% | |
| Office expenses | $2,570 | - | - | - | 0.1% | |
| Total | $2,179,355 | 100% |
2019 · Form 990 · $2,188,601 spent · pay $0 · grants $0 · events $11,892
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,155,225 | - | - | - | 98.5% | |
| Fees: accounting | $17,700 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $11,892 | - | - | - | 0.5% | |
| Office expenses | $2,936 | - | - | - | 0.1% | |
| Insurance | $848 | - | - | - | 0.0% | |
| Total | $2,188,601 | 100% |
2018 · Form 990 · $2,124,613 spent · pay $0 · grants $0 · events $13,785
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,083,203 | - | - | - | 98.1% | |
| Fees: accounting | $20,850 | - | - | - | 1.0% | |
| Conferences, conventions and meetings | $13,785 | - | - | - | 0.6% | |
| Office expenses | $5,517 | - | - | - | 0.3% | |
| Fees: legal | $1,258 | - | - | - | 0.1% | |
| Total | $2,124,613 | 100% |
2016 · Form 990 · $2,038,763 spent · pay $0 · grants $0 · events $409
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,026,155 | - | - | - | 99.4% | |
| Fees: accounting | $8,450 | - | - | - | 0.4% | |
| Fees: legal | $3,016 | - | - | - | 0.1% | |
| Office expenses | $590 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $409 | - | - | - | 0.0% | |
| Insurance | $143 | - | - | - | 0.0% | |
| Total | $2,038,763 | 100% |