Nonprofit · EIN 94-6724972
ATU LOCAL 192 RETIREE AND WELFARE TR
Also known as ZOOK CHRISTINE A TTEE
Tax-exempt (reinstated) · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,686,161 | $4,626,032 | $60,129 | $4,326,798 | $1,765,725 | $2,561,073 |
| June 30, 2024 | 990 | $4,711,133 | $4,494,849 | $216,284 | $4,183,856 | $1,682,912 | $2,500,944 |
| June 30, 2023 | 990 | $4,268,761 | $4,492,166 | -$223,405 | $3,946,488 | $1,661,828 | $2,284,660 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,595,870
- Investment income
- $90,291
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,411,102
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,413
- Accounting fees
- $90,000
- Program services (functional)
- $4,626,032
Balance sheet and other
- Total assets, start of year
- $4,183,856
- Total assets, end of year
- $4,326,798
- Total liabilities, end of year
- $1,765,725
- Net assets, end of year
- $2,561,073
- Net assets without donor restrictions
- $2,561,073
- Gross receipts
- $4,686,161
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1999
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LATRINA MEREDITH | UNION TRUSTEE Trustee or director | 5 | $0 |
| JOSETTE MOSS | UNION TRUSTEE Trustee or director | 5 | $0 |
| CHRIS ANDRICHAK | EMPLOYER TRUSTEE Trustee or director, Officer | 5 | $0 |
| ALAN PARELLO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LATRINA MEREDITH | UNION TRUSTEE Trustee or director | 5 | $0 |
| JOSETTE MOSS | UNION TRUSTEE Trustee or director | 5 | $0 |
| ALAN PARELLO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 |
| CHRIS ANDRICHAK | EMPLOYER TRUSTEE Officer | 5 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LATRINA MEREDITH | UNION TRUSTEE Trustee or director | 5 | $0 |
| JOSETTE MOSS | UNION TRUSTEE Trustee or director | 5 | $0 |
| ALAN PARELLO | EMPLOYER TRUSTEE Trustee or director | 5 | $0 |
| CHRIS ANDRICHAK | EMPLOYER TRUSTEE Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 FRANKLIN ST, OAKLAND, CA 94612-2806
- Principal officer (990 for 2024)
- ALAN PARELLO, 1600 FRANKLIN STREET, OAKLAND, CA 94612
- Signed the 990
- ALAN PARELLO, EMPLOYER TRUSTEE
- Phone
- (510) 891-4777
- Website
- ATU192.ORG
- Return prepared by
- EASY OFFICE DBA JITASA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6724972 or by the name ATU LOCAL 192 RETIREE AND WELFARE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROVIDES HEALTH INSURANCE BENEFITS TO ELIGIBLE RETIREES OF ATU UNION, LOCAL 192, AFSCME, LOCAL 3916; AND, IBEW, LOCAL 1245 AFFILIATED WITH AC TRANSIT.
Program accomplishments
- ATU LOCAL 192 - PROGRAM EXPENSES TO REIMBURSE RETIREES OF ATU LOCAL 192 FOR MEDICARE PREMIUMS INCURRED.Expenses $3,845,885 · revenue $3,773,063
- AFSCME LOCAL 3916 - PROGRAM EXPENSES TO REIMBURSE RETIREES OF AFSCME LOCAL 3916 FOR MEDICARE PREMIUMS INCURRED.Expenses $516,528 · revenue $574,536
- DEPENDENT CARE - PROGRAM EXPENSES TO REIMBURSE RETIREES OF ATU LOCAL 192 FOR DEPENDENT CARE EXPENSES INCURRED.Expenses $221,013 · revenue $188,661
- OTHER PROGRAMS WHICH INCLUDE IBEW.Expenses $42,606 · revenue $59,611
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6724972
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,326,798
- Income (IRS master file)
- $4,686,161
Revocation and reinstatement
- Exemption revoked
- November 15, 2019
- Posted by the IRS
- March 9, 2020
- Reinstated
- Effective November 15, 2019
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,686,161 | $4,626,032 | $4,326,798 | IRS |
| 990 | June 2024 | $4,711,133 | $4,494,849 | $4,183,856 | IRS |
| 990 | June 2023 | $4,268,761 | $4,492,166 | $3,946,488 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6724972).
Questions about ATU LOCAL 192 RETIREE AND WELFARE TR
- What is the EIN of ATU LOCAL 192 RETIREE AND WELFARE TR?
- The employer identification number (EIN) of ATU LOCAL 192 RETIREE AND WELFARE TR is 94-6724972.
- Is ATU LOCAL 192 RETIREE AND WELFARE TR tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2019 and reinstated it effective November 15, 2019.
- Are donations to ATU LOCAL 192 RETIREE AND WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ATU LOCAL 192 RETIREE AND WELFARE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ATU LOCAL 192 RETIREE AND WELFARE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ATU LOCAL 192 RETIREE AND WELFARE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ATU LOCAL 192 RETIREE AND WELFARE TR?
- The 990 for the year ended June 30, 2025 names ALAN PARELLO.
- Who are the officers and directors of ATU LOCAL 192 RETIREE AND WELFARE TR?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ATU LOCAL 192 RETIREE AND WELFARE TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,686,161, expenses of $4,626,032 and total assets of $4,326,798 at year end.
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