STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Araceli Guillen TRUSTEE2022-2024 1 $0 reported 2
Manuel Corral TRUSTEE2023-2024 1 $0 reported 2
Joe Leon TRUSTEE2023-2024 1 $0 reported 2
Claudia Badillo (former) TRUSTEE2018-2022 1 $0 reported 2
Lorena Yonamine (former) TRUSTEE2018-2022 1 $0 reported 2
Nia Jones (former) TRUSTEE2020-2021 1 $0 reported 1
Mary Barrett (former) TRUSTEE2018-2019 1 $0 reported 2
Cher Brock (former) TRUSTEE2016 1 $0 reported 2
Raymond Hartwell (former) TRUSTEE2016 1 $0 reported 2
Maria Morel (former) TRUSTEE2016 1 $0 reported 1

People by year

2024 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARACELI GUILLEN TRUSTEE1 $0$0$0 $02
MANUEL CORRAL TRUSTEE1 $0$0$0 $02
JOE LEON TRUSTEE1 $0$0$0 $02
2023 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARACELI GUILLEN TRUSTEE1 $0$0$0 $02
MANUEL CORRAL TRUSTEE1 $0$0$0 $02
JOE LEON TRUSTEE1 $0$0$0 $02
2022 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARACELI GUILLEN TRUSTEE1 $0$0$0 $02
LORENA YONAMINE TRUSTEE1 $0$0$0 $02
CLAUDIA BADILLO TRUSTEE1 $0$0$0 $02
2021 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORENA YONAMINE TRUSTEE1 $0$0$0 $02
CLAUDIA BADILLO TRUSTEE1 $0$0$0 $02
NIA JONES TRUSTEE1 $0$0$0 $01
2020 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORENA YONAMINE TRUSTEE1 $0$0$0 $02
CLAUDIA BADILLO TRUSTEE1 $0$0$0 $02
NIA JONES TRUSTEE1 $0$0$0 $01
2019 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORENA YONAMINE TRUSTEE1 $0$0$0 $02
CLAUDIA BADILLO TRUSTEE1 $0$0$0 $02
MARY BARRETT TRUSTEE1 $0$0$0 $02
2018 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORENA YONAMINE TRUSTEE1 $0$0$0 $02
CLAUDIA BADILLO TRUSTEE1 $0$0$0 $02
MARY BARRETT TRUSTEE1 $0$0$0 $02
2016 · 3 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RAYMOND HARTWELL TRUSTEE1 $0$0$0 $02
MARIA MOREL TRUSTEE1 $0$0$0 $01
CHER BROCK TRUSTEE1 $0$0$0 $02

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$2,655,603$2,474,833 $1,896,032$1,890,207 $0$2,649,565 -0-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$2,415,212$2,213,923 $1,693,342$1,693,342 $0$2,405,682 -0-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$2,458,431$2,336,529 $1,504,219$1,487,894 $0$2,455,271 -0-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$2,420,051$2,235,140 $1,375,071$1,375,071 $0$2,413,832 -0-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$2,387,773$2,179,355 $1,156,722$1,156,722 $0$2,383,995 -0-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$2,383,041$2,188,601 $961,998$961,998 $0$2,374,244 -0-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$2,287,998$2,124,613 $758,316$758,316 $0$2,287,998 -0-
2016 · Form 990 period ending 2016-12-31 · view filing · original 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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UDW AFSCME LOCAL 3930 SANTA BARBARA COUNTY BENEFITSCAY43 $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 FUNDCAY43 $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 TRCAY43 $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 FUNDCAY43 $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 FUNDCAY43 $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 CALIFORNIACAY43 $2,869,488$2,114,199 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
CLOROX COMPANY VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATIONCAY43 $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 FUCAY43 $1,498,353$1,262,667 Chairman$370,617 Same NTEE code Y43, revenue within 2x, same state
SEIU LOCAL 721 BENEFITS TRUST FUNDCAY43 $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 BENCAY43 $4,182,789$2,509,729 TRUSTEE$7,250 Same NTEE code Y43, revenue within 2x, same state
ESCONDIDO EDUCATORS RETIREMENT SUPPLEMENTARY BENEFITS TRCAY43 $2,161,200$1,263,533 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TRCAY43 $3,930,764$1,252,266 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
ATU LOCAL 192 RETIREE AND WELFARE TRCAY43 $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 CALIFORCAY43 $1,506,828$702,650 TRUSTEE$1,500 Same NTEE code Y43, revenue within 2x, same state
MACHINISTS RETIREE HEALTH INVESTMENT PLANCAY43 $2,539,779$518,094 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state, similar mission
SOUTHERN CALIFORNIA PLASTERING INSTITUTE VACATION TR FUNDCAY43 $3,274,841$3,300,839 MANAGEMENT TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
CAL POLY CORPORATION VEBA TRCAY43 $1,554,276$1,944,875 CHIEF ADMINISTRATOR$290,126 Same NTEE code Y43, revenue within 2x, same state
KAISER ALUMINUM SALARIED RETIREES VEBA TRCAY43 $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 LABORERSCAY43 $2,095,978$487,207 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
TC CONSTRUCTION COMPANY INC HEALTH AND WELFARE INS TRCAY43 $3,256,862$2,419,429 Trustee$0 Same NTEE code Y43, revenue within 2x, same state
APPLIED MATERIALS INC NON- CALIFORNIA SHORT TERM DISABILITYCAY43 $3,951,807$3,172,286 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
WESTERN MUNICIPAL WATER DISTRICT VEBA TRCAY43 $1,953,516$790,637 TRUSTEE$25,499 Same NTEE code Y43, revenue within 2x, same state
SPRINKLER FITTERS LOCAL 483 JOURNEYMAN & APPRENTICESHIP TRAINICAY43 $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 EMPLOYEESCAY43 $1,903,491$1,875,797 TRUSTEE$0 Same NTEE code Y43, revenue within 2x, same state
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRCAY43 $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
LineAs describedTotalProgramManagementFundraisingShare
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$2,474,833100%

View the filing

2023 · Form 990 · $2,213,923 spent · pay $0 · grants $0 · events $5,876
LineAs describedTotalProgramManagementFundraisingShare
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$2,213,923100%

View the filing

2022 · Form 990 · $2,336,529 spent · pay $0 · grants $0 · events $15,518
LineAs describedTotalProgramManagementFundraisingShare
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$2,336,529100%

View the filing

2021 · Form 990 · $2,235,140 spent · pay $0 · grants $0 · events $9,042
LineAs describedTotalProgramManagementFundraisingShare
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$2,235,140100%

View the filing

2020 · Form 990 · $2,179,355 spent · pay $0 · grants $0 · events $5,955
LineAs describedTotalProgramManagementFundraisingShare
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$2,179,355100%

View the filing

2019 · Form 990 · $2,188,601 spent · pay $0 · grants $0 · events $11,892
LineAs describedTotalProgramManagementFundraisingShare
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$2,188,601100%

View the filing

2018 · Form 990 · $2,124,613 spent · pay $0 · grants $0 · events $13,785
LineAs describedTotalProgramManagementFundraisingShare
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$2,124,613100%

View the filing

2016 · Form 990 · $2,038,763 spent · pay $0 · grants $0 · events $409
LineAs describedTotalProgramManagementFundraisingShare
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$2,038,763100%

View the filing