Civic Intelligence

Utility Workers Union of America - Local B330

990EZ • Fiscal year 2013 • EIN 04-6156855

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 09, 2014

180 Greenwood StreetWorcester, MA 01607

(508) 860-6204

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.01x

Higher debt load relative to assets than 70% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

78th percentile

0.03x

Higher debt load relative to revenue than 78% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Net Margin

77th percentile

15%

Higher net margin than 77% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Top Officer Pay

69th percentile

$6,300

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

68th percentile

9.4%

Faster asset growth than 68% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

81st percentile

13%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$348,031

Up $29,811 (+9.4%) from 2012

Net Assets

$343,019

No earlier filing loaded for comparison.

Liabilities

Up

$5,012

Up $2,161 (+76%) from 2012

Revenue

Up

$186,222

Up $20,961 (+13%) from 2012

Expenses

Up

$158,992

Up $24,883 (+19%) from 2012

Net Income

Down

$27,230

Down $3,922 (-13%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $286,218Liabilities 2011: $2,0012011Assets 2012: $318,220Liabilities 2012: $2,8512012Assets 2013: $348,031Liabilities 2013: $5,012Net Assets 2013: $343,0192013Assets 2014: $335,458Liabilities 2014: $3,742Net Assets 2014: $331,7162014Assets 2015: $354,345Liabilities 2015: $2,739Net Assets 2015: $351,6062015Assets 2016: $345,957Liabilities 2016: $2,879Net Assets 2016: $343,0782016Assets 2017: $334,595Liabilities 2017: $2,731Net Assets 2017: $331,8642017Assets 2018: $370,292Liabilities 2018: $0Net Assets 2018: $370,2922018Assets 2019: $324,155Liabilities 2019: $0Net Assets 2019: $324,1552019Assets 2020: $366,374Liabilities 2020: $0Net Assets 2020: $366,3742020Assets 2021: $403,403Liabilities 2021: $0Net Assets 2021: $403,4032021Assets 2022: $377,762Liabilities 2022: $0Net Assets 2022: $377,7622022Assets 2023: $395,176Liabilities 2023: $0Net Assets 2023: $395,1762023Assets 2024: $432,820Liabilities 2024: $0Net Assets 2024: $432,8202024

Highlighted filing

2013

Assets$348,031
Liabilities$5,012
Net Assets$343,019

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $167,724Expenses 2011: $136,783Net Income 2011: $30,9412011Revenue 2012: $165,261Expenses 2012: $134,109Net Income 2012: $31,1522012Revenue 2013: $186,222Expenses 2013: $158,992Net Income 2013: $27,2302013Revenue 2014: $193,224Expenses 2014: $204,527Net Income 2014: -$11,3032014Revenue 2015: $235,597Expenses 2015: $214,774Net Income 2015: $20,8232015Revenue 2016: $215,290Expenses 2016: $228,676Net Income 2016: -$13,3862016Revenue 2017: $217,317Expenses 2017: $229,116Net Income 2017: -$11,7992017Revenue 2018: $229,391Expenses 2018: $190,903Net Income 2018: $38,4882018Revenue 2019: $231,616Expenses 2019: $277,754Net Income 2019: -$46,1382019Revenue 2020: $229,533Expenses 2020: $187,314Net Income 2020: $42,2192020Revenue 2021: $232,977Expenses 2021: $195,949Net Income 2021: $37,0282021Revenue 2022: $235,696Expenses 2022: $261,337Net Income 2022: -$25,6412022Revenue 2023: $242,488Expenses 2023: $225,074Net Income 2023: $17,4142023Revenue 2024: $263,123Expenses 2024: $225,479Net Income 2024: $37,6442024

Highlighted filing

2013

Revenue$186,222
Expenses$158,992
Net Income$27,230
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 9, 2014
Return Version
2013v3.1
Gross Receipts
$186,222
Mission and Program Overview

Mission

To provide representation of members through negotiated contracts for wages, working conditions,safety and seniority. To hold 9 meetings per year to report activities of executive board, to hold special meetings and attend national convention every 2 years

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW WELDONPresidentPT$6,300-$6,300
KERRY ASHMOREV.PresidentPT$4,695-$4,695
MARK STEINMETZTreasurerPT$4,650-$4,650
SHEILA MCCARTHYArbitration-$4,320-$4,320
KATHY FORTIERSecretaryPT$4,305-$4,305
PAUL CHERRYArbitration-$4,200-$4,200
STEPHEN NENNIGERTreasurerPT$3,260-$3,260
DONALD PETERSONNational Rep-$1,890-$1,890
MARK P SAVAGEArbitration-$1,050-$1,050
SHANE BENOITArbitration-$0--
Filing and Contact Details

Filer

EIN
04-6156855
Phone
5088606204

Signing Officer

Name
Mark Steinmetz
Title
Treasurer
Phone
5088606204
Signed
2014-03-09
Discuss with paid preparer
Yes

Preparer

Preparer
John W Callahan Iii
Phone
9782970538
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office 1,744 information technology 165 travel 4,361 conferences/meetings 2,201 awards 400 bank service charge 90 billable time 24,567 donations 850 entertainment 1,538 flowers & gifts 2,650 gas/oil/parking & tolls 1,337 interest expense 6 per capita 56,597 reimbursements 5,666 stipends 375 telephone 4,817 xmas party/entertainment 2,167 total 109,531

Form 990-ez, Part I, Line 20

P/y liabilities & void checks 420

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,851 5,012

Form 990-ez, Part III

To provide representation of members through negotiated contracts for wages, working conditions,safety and seniority. To hold 9 meetings per year to report activities of executive board, to hold special meetings and attend national convention every 2 years

Raw XML Appendix140 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0MATTHEW WELDON
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARK STEINMETZ
CompensationExplanation/CompensationExplanationGrp/PersonNm2KATHY FORTIER
CompensationExplanation/CompensationExplanationGrp/PersonNm3STEPHEN NENNIGER
CompensationExplanation/CompensationExplanationGrp/PersonNm4DONALD PETERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm5KERRY ASHMORE
CompensationExplanation/CompensationExplanationGrp/PersonNm6PAUL CHERRY
CompensationExplanation/CompensationExplanationGrp/PersonNm7SHEILA MCCARTHY
CompensationExplanation/CompensationExplanationGrp/PersonNm8MARK P SAVAGE
CompensationExplanation/CompensationExplanationGrp/PersonNm9SHANE BENOIT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARK STEINMETZ
IRS990EZ/BooksInCareOfDetail/PhoneNum05088644713
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1024 NORTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0GRAFTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode001519
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0318220
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0348031
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0185864
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027230
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08035
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0318220
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0348031
IRS990EZ/GrossReceiptsAmt0186222
IRS990EZ/GroupExemptionNum00260
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0358
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0315369
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0343019
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0315369
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0343019
IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt06300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt14650
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt24305
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41890
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt54695
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt64200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt74320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt81050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATTHEW WELDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK STEINMETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY FORTIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN NENNIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONALD PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KERRY ASHMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAUL CHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHEILA MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK P SAVAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SHANE BENOIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4NATIONAL REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5V.PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ARBITRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ARBITRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ARBITRATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ARBITRATION
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0420
IRS990EZ/OtherExpensesTotalAmt0109531
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE REPRESENTATION OF MEMBERS THROUGH NEGOTIATED CONTRACTS FOR WAGES, WORKING CONDITIONS,SAFETY AND SENIORITY. TO HOLD 9 MEETINGS PER YEAR TO REPORT ACTIVITIES OF EXECUTIVE BOARD, TO HOLD SPECIAL MEETINGS AND ATTEND NATIONAL CONVENTION EVERY 2 YEARS
IRS990EZ/PrintingPublicationsPostageAmt01084
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039142
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02851
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05012
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0158992
IRS990EZ/TotalRevenueAmt0186222
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,744 INFORMATION TECHNOLOGY 165 TRAVEL 4,361 CONFERENCES/MEETINGS 2,201 AWARDS 400 BANK SERVICE CHARGE 90 BILLABLE TIME 24,567 DONATIONS 850 ENTERTAINMENT 1,538 FLOWERS & GIFTS 2,650 GAS/OIL/PARKING & TOLLS 1,337 INTEREST EXPENSE 6 PER CAPITA 56,597 REIMBURSEMENTS 5,666 STIPENDS 375 TELEPHONE 4,817 XMAS PARTY/ENTERTAINMENT 2,167 TOTAL 109,531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1P/Y LIABILITIES & VOID CHECKS 420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,851 5,012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE REPRESENTATION OF MEMBERS THROUGH NEGOTIATED CONTRACTS FOR WAGES, WORKING CONDITIONS,SAFETY AND SENIORITY. TO HOLD 9 MEETINGS PER YEAR TO REPORT ACTIVITIES OF EXECUTIVE BOARD, TO HOLD SPECIAL MEETINGS AND ATTEND NATIONAL CONVENTION EVERY 2 YEARS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK STEINMETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05088606204
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10UTILITY WORKERS COUNCIL LOCAL 330
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0046156855
ReturnHeader/Filer/PhoneNum05088606204
ReturnHeader/Filer/USAddress/AddressLine10180 GREENWOOD STREET
ReturnHeader/Filer/USAddress/City0WORCESTER
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TTTS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1014 WALNUT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WINCHENDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001475
ReturnHeader/PreparerPersonGrp/PhoneNum09782970538
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W CALLAHAN III
ReturnHeader/ReturnTs02014-03-25T05:41:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$2.63$2.25$0.38
2023Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$2.42$2.25$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$2.36$2.61$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$2.33$1.96$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$2.30$1.87$0.42
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$2.32$2.78$0.46
2018Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$2.29$1.91$0.38
2017Detailed filing. Detailed filing data is available for this year.$3.35$0.03$3.32$2.17$2.29$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.03$3.43$2.15$2.29$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.54$0.03$3.52$2.36$2.15$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.35$0.04$3.32$1.93$2.05$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.48$0.05$3.43$1.86$1.59$0.27
2012Summary only. Only limited summary data is available for this year.$3.18$0.03$1.65$1.34$0.31
2011Summary only. Only limited summary data is available for this year.$2.86$0.02$1.68$1.37$0.31