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Union Mutualista De San Jose

Organization summary

Type of Nonprofit

Designated as a Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$522k (2024)

Expenses
$221k (2024)

Total Assets
$7.83M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$521,971
Expenses
$221,122
Net Income
$300,849
Net Assets
$7,830,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,810
6.7%
Investment Income $341,000
65.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $146,059
28.0%
Net Inventory Sales $0
Other Revenue $102
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $23,050
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,830,849
Total Liabilities $0
Net Assets $7,830,849
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $5,040 $0 $0
Louie Chacon (President) $3,600 $0 $0
Paulino Lopez (Treasurer) $3,600 $0 $0
Martina Duran (Vice President) $3,010 $0 $0
Gerardo Duran (Assistance Treasurer) $2,640 $0 $0
Rafael Barraza (Assistance Secretary) $2,640 $0 $0
Frances Cabaruvias (Auditor) $2,520 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,385,103
Expenses
$133,307
Net Income
$6,251,796
Net Assets
$7,210,432
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,610
0.5%
Investment Income $48,105
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $65,800
1.0%
Net Fundraising $0
Sales of Assets $6,239,588
97.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $23,000
17.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,210,432
Total Liabilities $0
Net Assets $7,210,432
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $5,040 $0 $0
Louie Chacon (President) $3,600 $0 $0
Paulino Lopez (Treasurer) $3,560 $0 $0
Martina Duran (Vice President) $3,000 $0 $0
Gerardo Duran (Assistance Treasurer) $2,640 $0 $0
Rafael Barraza (Assistance Secretary) $2,640 $0 $0
Frances Cabaruvias (Auditor) $2,520 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$228,207
Expenses
$214,307
Net Income
$13,900
Net Assets
$714,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,250
16.3%
Investment Income $6,439
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $130,325
57.1%
Net Fundraising $0
Sales of Assets -$7,809
Net Inventory Sales $57,927
25.4%
Other Revenue $4,075
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $21,640
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $15,813
7.4%
Assets/Debt
Total Assets $716,854
Total Liabilities $2,268
Net Assets $714,586
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $4,920 $0 $0
Luis Chacon (President) $3,300 $0 $0
Paulino Lopez (Treasurer) $2,820 $0 $0
Martina Duran (Vice President) $2,700 $0 $0
Rafael Barraza (Assistance Secretary) $2,640 $0 $0
Gerardo Duran (Assistance Treasurer) $2,640 $0 $0
Frances Cabaruvias (Controller) $2,620 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,823
Expenses
$143,587
Net Income
$17,236
Net Assets
$713,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,656
24.0%
Investment Income $16,056
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $88,090
54.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $17,354
10.8%
Other Revenue $667
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $19,920
13.9%
Professional Fundraising Fees $0
Other Salaries and Wages $4,991
3.5%
Assets/Debt
Total Assets $715,232
Total Liabilities $1,444
Net Assets $713,788
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $4,800 $0 $0
Luis Chacon (President) $3,000 $0 $0
Paulino Lopez (Treasurer) $2,520 $0 $0
Martina Duran (Vice President) $2,400 $0 $0
Rafael Barraza (Vice Secretary) $2,400 $0 $0
Gerardo Duran (Vice Treasurer) $2,400 $0 $0
Frances Cabaruvias (Auditor) $2,400 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$125,080
Expenses
$116,724
Net Income
$8,356
Net Assets
$696,091
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,445
33.1%
Investment Income $6,800
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $65,400
52.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,060
2.4%
Other Revenue $8,375
6.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $17,220
14.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,268
1.1%
Assets/Debt
Total Assets $696,099
Total Liabilities $8
Net Assets $696,091
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $3,700 $0 $0
Luis Chacon (President) $2,600 $0 $0
Paulino Lopez (Treasurer) $2,320 $0 $0
Gerardo Duran (Vice Treasurer) $2,300 $0 $0
Martina Duran (Vice President) $2,100 $0 $0
Rafael Barraza (Vice Secretary) $2,100 $0 $0
Frances Cabaruvias (Auditor) $2,100 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,508
Expenses
$182,509
Net Income
$2,999
Net Assets
$691,079
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,095
20.0%
Investment Income $6,170
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $84,155
45.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $49,570
26.7%
Other Revenue $8,518
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $16,750
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,939
1.1%
Assets/Debt
Total Assets $692,165
Total Liabilities $1,086
Net Assets $691,079
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $4,750 $0 $0
Rafael Barraza (Vice Secretary) $2,800 $0 $0
Paulino Lopez (Treasurer) $2,750 $0 $0
Luis Chacon (President) $2,500 $0 $0
Frances Cabaruvias (Controller) $2,350 $0 $0
Gerardo Duran (Vice Treasurer) $1,000 $0 $0
Martina Duran (Vice President) $600 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$220,551
Expenses
$190,863
Net Income
$29,688
Net Assets
$689,626
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,960
17.7%
Investment Income $1,586
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $116,723
52.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $63,207
28.7%
Other Revenue $75
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,900
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,780
1.5%
Assets/Debt
Total Assets $691,366
Total Liabilities $1,740
Net Assets $689,626
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $2,400 $0 $0
Frances Cabaruvias (Controller) $2,400 $0 $0
Paulino Lopez (Treasurer) $2,200 $0 $0
Luis Chacon (Vice Preside) $1,600 $0 $0
Rafael Barraza (President) $1,500 $0 $0
Veronica Serrano (Assistant Se) $1,200 $0 $0
Norma Meza (Director (Ti) $800 $0 $0
Maria Luisa Meza (Director (Ti) $800 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,190
Expenses
$208,899
Net Income
-$44,709
Net Assets
$669,722
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,032
21.3%
Investment Income $43
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $84,285
51.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $38,214
23.3%
Other Revenue $6,616
4.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $17,950
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,744
1.3%
Assets/Debt
Total Assets $669,997
Total Liabilities $275
Net Assets $669,722
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $4,400 $0 $0
Paulino Lopez (Treasurer) $4,200 $0 $0
Frances Cabaruvias (Controller) $2,400 $0 $0
Veronica Serrano (Pro Secretar) $2,300 $0 $0
Luis Chacon (Vp (Until Ju) $1,800 $0 $0
Rafael Barraza (President) $1,750 $0 $0
Norma Meza (Director) $600 $0 $0
Maria Luisa Meza (Vp (Aug De) $500 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$216,420
Expenses
$203,074
Net Income
$13,346
Net Assets
$714,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,365
17.3%
Investment Income $8,787
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $116,400
53.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $46,986
21.7%
Other Revenue $6,882
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $15,400
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $15,594
7.7%
Assets/Debt
Total Assets $715,310
Total Liabilities $879
Net Assets $714,431
Compensation
Key Employees and Officers Compensation Related Other
Paulino Lopez (Treasurer) $4,350 $0 $0
Ruth Sustaita (Secretary) $3,950 $0 $0
Frances Cabaruvias (Controller) $2,350 $0 $0
Veronica Serrano (Pro Secretar) $2,350 $0 $0
Luis Chacon (Vice Preside) $1,150 $0 $0
Patricia Meza (Vice Treasur) $750 $0 $0
Rafael Barraza (President) $500 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$223,101
Expenses
$218,645
Net Income
$4,456
Net Assets
$701,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,984
17.5%
Investment Income $9,135
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $129,014
57.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $38,631
17.3%
Other Revenue $7,337
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $13,750
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $28,632
13.1%
Assets/Debt
Total Assets $702,477
Total Liabilities $1,392
Net Assets $701,085
Compensation
Key Employees and Officers Compensation Related Other
Ruth Sustaita (Secretary) $4,800 $0 $0
Luis Chacon (Vice Preside) $2,400 $0 $0
Frances Cabaruvias (Controller) $2,400 $0 $0
Veronica Serrano (Pro Secretar) $2,400 $0 $0
Rafael Barraza (President) $750 $0 $0
Paulino Lopez (Treasurer) $600 $0 $0
Patricia Meza (Vice Treasur) $400 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,886
Expenses
$246,233
Net Income
-$39,347
Net Assets
$696,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $40
0.0%
Program Services $36,330
17.6%
Investment Income $7,946
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $118,046
57.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $37,031
17.9%
Other Revenue $7,493
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $21,300
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $20,410
8.3%
Assets/Debt
Total Assets $698,120
Total Liabilities $1,491
Net Assets $696,629

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$176,413
Expenses
$191,195
Net Income
-$14,782
Net Assets
$735,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
0.1%
Program Services $37,092
21.0%
Investment Income $3,902
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $113,542
64.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $21,777
12.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $21,906
11.5%
Professional Fundraising Fees $0
Other Salaries and Wages $17,176
9.0%
Assets/Debt
Total Assets $737,135
Total Liabilities $1,159
Net Assets $735,976

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,879
Expenses
$188,671
Net Income
-$2,792
Net Assets
$750,758
Notable Sources of Revenue Percent of Total Revenue
Contributions $660
0.4%
Program Services $31,462
16.9%
Investment Income $1,925
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $115,080
61.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $36,752
19.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $22,335
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $28,985
15.4%
Assets/Debt
Total Assets $752,274
Total Liabilities $1,516
Net Assets $750,758

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,527
Expenses
$208,673
Net Income
-$5,146
Net Assets
$753,550
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,938
15.7%
Investment Income $297
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $138,676
68.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $32,616
16.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,950
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $30,380
14.6%
Assets/Debt
Total Assets $754,696
Total Liabilities $1,146
Net Assets $753,550

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$192,612
Expenses
$195,519
Net Income
-$2,907
Net Assets
$758,696
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,197
16.2%
Investment Income $1,354
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $118,141
61.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $41,920
21.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $22,678
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $33,578
17.2%
Assets/Debt
Total Assets $760,440
Total Liabilities $1,744
Net Assets $758,696

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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