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Nonprofit · EIN 95-6056190

UNION MUTUALISTA DE SAN JOSE

Tax-exempt · HARBOR CITY, CA 90710

Financials

$6.4M$133K2023$522K$221K2024$1.2M$264K2025
Revenue Expenses · by fiscal year end
Financials of UNION MUTUALISTA DE SAN JOSE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,159,903$264,068$895,835$9,152,164$0$9,152,164
December 31, 2024990$521,971$221,122$300,849$7,830,849$0$7,830,849
December 31, 2023990$6,385,103$133,307$6,251,796$7,210,432$0$7,210,432
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$34,265
Investment income
$1,125,628
Net gain from sales of assets
$722,628
Other revenue
$10

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$22,990
Salaries, compensation and benefits (total)
$22,990
Professional fundraising fees
$0
Accounting fees
$6,000
Program services (functional)
$193,703
Management and general (functional)
$70,365

Balance sheet and other

Total assets, start of year
$7,830,849
Total assets, end of year
$9,152,164
Total liabilities, end of year
$0
Net assets, end of year
$9,152,164
Gross receipts
$1,833,250
Employees
0
Volunteers
0

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RUTH SUSTAITASECRETARY
Trustee or director, Officer
2$5,040
LOUIE CHACONPRESIDENT
Trustee or director, Officer
2$3,650
PAULINO LOPEZTREASURER
Trustee or director, Officer
3$3,600
RAFAEL BARRAZAASSISTANCE SECRETARY
Trustee or director, Officer
1$2,640
FRANCES CABARUVIASAUDITOR
Trustee or director, Officer
1$2,520
MARTINA DURANVICE PRESIDENT
Trustee or director, Officer
1$2,000
GERARDO DURANASSISTANCE TREASURER
Trustee or director, Officer
1$1,760
CONSUELO L RODRIGUEZDIRECTOR
Trustee or director
1$900
PATRICIA MEZADIRECTOR
Trustee or director
1$880
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
RUTH SUSTAITASECRETARY
Trustee or director, Officer
2$5,040
LOUIE CHACONPRESIDENT
Trustee or director, Officer
2$3,600
PAULINO LOPEZTREASURER
Trustee or director, Officer
3$3,600
MARTINA DURANVICE PRESIDENT
Trustee or director, Officer
1$3,010
GERARDO DURANASSISTANCE TREASURER
Trustee or director, Officer
1$2,640
RAFAEL BARRAZAASSISTANCE SECRETARY
Trustee or director, Officer
1$2,640
FRANCES CABARUVIASAUDITOR
Trustee or director, Officer
1$2,520
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
RUTH SUSTAITASECRETARY
Trustee or director, Officer
3$5,040
LOUIE CHACONPRESIDENT
Trustee or director, Officer
3$3,600
PAULINO LOPEZTREASURER
Trustee or director, Officer
4$3,560
MARTINA DURANVICE PRESIDENT
Trustee or director, Officer
1$3,000
GERARDO DURANASSISTANCE TREASURER
Trustee or director, Officer
2$2,640
RAFAEL BARRAZAASSISTANCE SECRETARY
Trustee or director, Officer
2$2,640
FRANCES CABARUVIASAUDITOR
Trustee or director, Officer
2$2,520

Address and contacts

Address (IRS master file)
24404 VERMONT AVE STE 307H, HARBOR CITY, CA 90710-2305
Principal officer (990 for 2025)
PAULINO LOPEZ, 2800 EUCALYPTUS AVE, LONG BEACH, CA 90806
Signed the 990
PAULINO LOPEZ, TREASURER
Phone
(562) 857-5971
Return prepared by
LUCAS HORSFALL ADVISORS LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6056190 or by the name UNION MUTUALISTA DE SAN JOSE.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

PROVIDE FUNERAL ASSISTANCE TO MEMBERS

990 for the year ended December 31, 2025

Program accomplishments

  • FUNERAL COSTS PAID TO PURSUANT TO NON-PROFIT PURPOSE OF ORGANIZATION
    Expenses $191,703
  • PROVIDE SCHOLARSHIP
    Expenses $2,000

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
95-6056190
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Donations deductible (Pub 78)
Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes
Exempt since
1962
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
1552
Assets (IRS master file)
$9,152,164
Income (IRS master file)
$1,833,250

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,159,903$264,068$9,152,164IRS
990December 2024$521,971$221,122$7,830,849IRS
990December 2023$6,385,103$133,307$7,210,432XML
990December 2022$228,207$214,307$716,854IRS
990December 2021$160,823$143,587$715,232IRS
990December 2020–––IRS
990December 2018–––IRS

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 95-6056190).

Questions about UNION MUTUALISTA DE SAN JOSE

What is the EIN of UNION MUTUALISTA DE SAN JOSE?
The employer identification number (EIN) of UNION MUTUALISTA DE SAN JOSE is 95-6056190.
Is UNION MUTUALISTA DE SAN JOSE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1962.
Are donations to UNION MUTUALISTA DE SAN JOSE tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes).
Which annual return does UNION MUTUALISTA DE SAN JOSE 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 UNION MUTUALISTA DE SAN JOSE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNION MUTUALISTA DE SAN JOSE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of UNION MUTUALISTA DE SAN JOSE?
The 990 for the year ended December 31, 2025 names PAULINO LOPEZ.
Who are the officers and directors of UNION MUTUALISTA DE SAN JOSE?
The 990 for the year ended December 31, 2025 lists 9 people; 9 received compensation from the organization, the highest $5,040 (RUTH SUSTAITA, SECRETARY).
How much revenue does UNION MUTUALISTA DE SAN JOSE have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,159,903, expenses of $264,068 and total assets of $9,152,164 at year end.

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