American Postal Workers Union FY2023 filing

Not tax-deductible

Costa Mesa, CA501(c)(5)Since 1973Mutual / membership EIN 95-2868733Revenue $597K in FY2023Latest return filed Jun 22, 2026

On file with the IRSswcal.org151 Kalmus Dr Ste H7, 92626-5971 · Costa Mesa, CATax-exempt since Nov 1973

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The mission of the organization is to represent the members for the purpose of training, securing adequate wages, fringe benefits and reasonable working conditions, and to promote the social awareness of its members.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$233K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $143K a year · 22% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$233K
to officers and key staff · 42% of spending
Concern: pay to officers and key staff is 42% of spending; over 30%.
Pt VII · Sec A
16 mo
of spending, in cash
Looks good: 16.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$9K
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 16 voting members
Worth a look: 5 of 16 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$597K
-48% vs prior year
Spent
$556K
To programs
0%
Net assets
$2.2M
By yearFY2020–FY2025
Revenue
$597K
FY2023▼ -48%
Tap a bar for its year
Revenue by fiscal year
FY2020$479K
FY2021$494K
FY2022$1.1M
FY2023$597K
FY2024$641K
FY2025$580K
Expenses
$556K
FY2023▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$384K
FY2021$451K
FY2022$508K
FY2023$556K
FY2024$573K
FY2025$608K
Net assets
$2.2M
FY2023▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.5M
FY2022$2.2M
FY2023$2.2M
FY2024$2.3M
FY2025$2.3M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

16 people listed on the 990; $233K paid to officers and key staff.

Part VII, Section A · reportable compensation
$82,184Pt VII · Sec A
Vice President
$65,749Pt VII · Sec A
Secretary/Treasurer
$60,909Pt VII · Sec A
Clerk Div Dir & Huntington Beach Chief Steward
$17,766Pt VII · Sec A
Fullerton Chief Steward
$1,981Pt VII · Sec A
Motor Vehicle Craft Director
$1,737Pt VII · Sec A
Laguna Beach Chief Steward
$1,416Pt VII · Sec A
El Toro Chief Steward
$1,140Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Phil Khong———$90,278$127,103$82,957
Garrett Jenkins$116,503$116,503$82,184$23,868$27,933$15,700
Will Khong$33,879$33,879$60,909$96,014$112,929$85,482
David R Dodero$107,836$107,836$65,749———
Alexi Quynh-Anh Tran$28,479$28,479$17,766———
Cynthia Jimenez————$18,622$14,153
James Taylor$8,138—$172———
Thomas J Locke—$8,138$1,737———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See American Postal Workers Union executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for local members to secure better wages, benefits, and working conditions through collective bargaining.

Questions for American Postal Workers Union

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Your first name shows with your question. American Postal Workers Union answers here, for everyone.

1 program · in their own filed words · FY2023
01

The mission of the organization is to represent the members for the purpose of training, securing adequate wages, fringe benefits and reasonable working conditions, and to promote the social awareness of its members.

Pt IX · col B

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$597K
Ln 12
Fees for servicesLn 2g$597K
Investment incomeLn 3$424
Money outPt IX
$556K
Ln 25
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$762K
Total assetsLn 16$2.2M
LiabilitiesLn 26$9K
PeoplePt VI, VII
16
listed · VII A
PaidVII A9
Voting boardVI 1a16
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$597K
Investment incomeLn 3$424
Total revenueLn 12$597K
Assets in detailPt X, end of year
CashLn 1$512K
SavingsLn 2$251K
Cash and savings togetherLn 1–2$762K
Land, buildings, equipmentLn 10c$1.5M
Total assetsLn 16$2.2M
LiabilitiesLn 26$9K
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 524
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$679K$762K
Land, buildings, equipmentLn 10c$1.5M$1.5M
Total assetsLn 16$2.2M$2.2M
LiabilitiesLn 26$0$9K
Net assetsLn 32$2.2M$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$233K
Other salaries and wagesLn 7$81K
Other employee benefitsLn 9$23K
Payroll taxesLn 10$26K
Accounting feesLn 11c$5K
Other fees for servicesLn 11g$21K
Office expensesLn 13$37K
OccupancyLn 16$32K
TravelLn 17$2K
Conferences, conventions and meetingsLn 19$32K
Depreciation, depletion and amortizationLn 22$33K
InsuranceLn 23$27K
All other expensesLn 24e$4K
Total functional expensesLn 25$556K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jun 22, 2026 $580K$608K−$28K$2.3M 990 PDF
FY2024Filed with the IRS May 15, 2025 $641K$573K$68K$2.3M 990 PDF
FY2023 ViewingFiled with the IRS Apr 3, 2024 $597K$556K$41K$2.2M 990 PDF
FY2022Filed with the IRS Apr 9, 2023 $1.1M$508K$640K$2.2M 990 PDF
FY2021Filed with the IRS Mar 26, 2022 $494K$451K$43K$1.5M 990 PDF
FY2020Filed with the IRS May 17, 2021 $479K$384K$95K$1.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $597,481 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $570,781$597,057
I-10 Investment incomePrior year $577,102$424
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,147,883$597,481
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $296,072$363,443
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $211,988$192,691
I-18 Total expensesPrior year $508,060$556,134
I-19 Revenue less expensesPrior year $639,823$41,347
Part VI · Governance 5 of 16 board members independent, 5 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $597,481 across 5 lines filed
Lines not itemized here account for $12,286 of total revenue; see the IRS return.
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $584,771 · Unrelated business $0 · Excluded from tax $0$584,771
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $424$424
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $597,057 · Unrelated business $0 · Excluded from tax $424$597,481
Part IX · Statement of functional expenses $556,134 across 13 lines filed
IX-5 Pay of current officers, directors and key staff$233,054
IX-7 Other salaries and wages$81,333
IX-9 Other employee benefits$22,934
IX-10 Payroll taxes$26,122
IX-11c Accounting fees$5,347
IX-11g Other fees for services$20,877
IX-13 Office expenses$36,547
IX-16 Occupancy$32,034
IX-17 Travel$2,251
IX-19 Conferences, conventions and meetings$32,227
IX-22 Depreciation, depletion and amortization$32,992
IX-23 Insurance$26,830
IX-24e All other expenses$3,586
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$556,134
Part X · Balance sheet $2,226,481 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $428,647$511,730
X-2 Savings and temporary cash investmentsStart of year $250,206$250,539
X-10c Land, buildings and equipment, netStart of year $1,497,204$1,464,212
X-16 Total assetsStart of year $2,176,057$2,226,481
X-25 Other liabilities$9,077
X-26 Total liabilitiesStart of year $0$9,077
X-27 Net assets without donor restrictionsStart of year $2,176,057$2,217,404
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $2,176,057$2,217,404
X-33 Total liabilities and net assetsStart of year $2,176,057$2,226,481
Part XI · Reconciliation of net assets $2,217,404 net assets at year end
XI-1 Total revenue$597,481
XI-2 Total expenses$556,134
XI-3 Revenue less expenses$41,347
XI-4 Net assets at start of year$2,176,057
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,217,404

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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