Civic Intelligence

United Steelworkers Local Union 134L

990 • Fiscal year 2023 • EIN 06-0687313

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 19, 2024

236 Boston Post RoadOrange, CT 06477

(203) 795-0800

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

98th percentile

$110,688

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 52.3% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-14%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-11%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$202,881

Down $33,923 (-14%) from 2022

Net Assets

Down

$202,881

Down $33,923 (-14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$211,801

Down $26,508 (-11%) from 2022

Expenses

Down

$245,724

Down $27,740 (-10%) from 2022

Net Income

Up

-$33,923

Up $1,232 (+3.5%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $318,676Liabilities 2011: $6,403Net Assets 2011: $312,2732011Assets 2012: $374,774Liabilities 2012: $5,740Net Assets 2012: $369,0342012Assets 2013: $359,439Liabilities 2013: $1,289Net Assets 2013: $358,1502013Assets 2014: $340,144Liabilities 2014: $809Net Assets 2014: $339,3352014Assets 2015: $375,605Liabilities 2015: $678Net Assets 2015: $374,9272015Assets 2016: $380,111Liabilities 2016: $2,177Net Assets 2016: $377,9342016Assets 2017: $319,559Liabilities 2017: $1,678Net Assets 2017: $317,8812017Assets 2018: $270,574Liabilities 2018: $4,962Net Assets 2018: $265,6122018Assets 2019: $311,393Liabilities 2019: $11,479Net Assets 2019: $299,9142019Assets 2020: $276,325Liabilities 2020: $8,274Net Assets 2020: $268,0512020Assets 2021: $271,959Liabilities 2021: $0Net Assets 2021: $271,9592021Assets 2022: $236,804Liabilities 2022: $0Net Assets 2022: $236,8042022Assets 2023: $202,881Liabilities 2023: $0Net Assets 2023: $202,8812023Assets 2024: $164,415Liabilities 2024: $0Net Assets 2024: $164,4152024Assets 2025: $203,253Liabilities 2025: $0Net Assets 2025: $203,2532025

Highlighted filing

2023

Assets$202,881
Liabilities$0
Net Assets$202,881

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $260,358Expenses 2011: $266,176Net Income 2011: -$5,8182011Revenue 2012: $285,025Expenses 2012: $240,037Net Income 2012: $44,9882012Revenue 2013: $206,246Expenses 2013: $221,581Net Income 2013: -$15,3352013Revenue 2014: $219,206Expenses 2014: $238,501Net Income 2014: -$19,2952014Revenue 2015: $369,292Expenses 2015: $333,831Net Income 2015: $35,4612015Revenue 2016: $352,531Expenses 2016: $348,025Net Income 2016: $4,5062016Revenue 2017: $268,482Expenses 2017: $329,288Net Income 2017: -$60,8062017Revenue 2018: $268,629Expenses 2018: $317,614Net Income 2018: -$48,9852018Revenue 2019: $289,497Expenses 2019: $248,678Net Income 2019: $40,8192019Revenue 2020: $216,175Expenses 2020: $251,243Net Income 2020: -$35,0682020Revenue 2021: $213,709Expenses 2021: $218,075Net Income 2021: -$4,3662021Revenue 2022: $238,309Expenses 2022: $273,464Net Income 2022: -$35,1552022Revenue 2023: $211,801Expenses 2023: $245,724Net Income 2023: -$33,9232023Revenue 2024: $248,925Expenses 2024: $287,391Net Income 2024: -$38,4662024Revenue 2025: $366,561Expenses 2025: $327,723Net Income 2025: $38,8382025

Highlighted filing

2023

Revenue$211,801
Expenses$245,724
Net Income-$33,923
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 19, 2024
Return Version
2023v5.0
Gross Receipts
$211,801
Mission and Program Overview

Mission

The mission statement of the organization include but is not limited to on behalf of its members collective bargaining, grievance procedures, arbitration, strike benefits, education, and to improve the working conditions of its members.

Local Union enforced the collective bargaining agreement to better the working conditions of the Local Union provide representation to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$174,074$140,151▼ $33,923
Cap Stk Tr Prin Current Funds$174,074$140,151▼ $33,923
Land, Buildings, and Equipment, Net$62,730$62,730→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$62,730$62,730→ $0
Total Assets$236,804$202,881▼ $33,923
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$236,804$202,881▼ $33,923
Total Liabilities and Net Assets / Fund Balance$236,804$202,881▼ $33,923

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$43,958-$43,958
Other Land Buildings$18,772-$18,772
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nicholas PhillisPresidentFT$110,688$110,688
Mark DoutyFinancial SecretaryPT$6,965$6,965
Francis MarkeyRecording Secretary-$3,792$3,792
Lorenzo ForemanTreasurerPT$3,212$3,212
Iva JohnsonVice-President-$2,400$2,400
Christopher UmpsteadTrustee-$1,088$1,088
Kevin ClarkTrustee-$429$429
Joe PawlowskiTrustee-$226$226
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$209,660
Investment Income
$0
Other Revenue
$2,141
Change in Net Assets
$-33,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$147,457
Other Expenses$96,967
Grants and Similar Amounts Paid$1,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$128,800
Insurance---$40,723
Travel---$23,149
Occupancy---$19,060
Other Salaries and Wages---$10,912
Office Expenses---$8,375
Pension Plan Contributions---$6,032
Other Expenses---$2,290
Conferences and Meetings---$2,070
Payroll Taxes---$1,713
Fees for Services Legal---$1,300
Grants to Domestic Orgs---$1,300
Total Functional Expenses$0$0$0$245,724
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The Labor Organization has Full Paying Members

Form 990, Part VI, Section A, Line 7A

The Labor Organizations Active Members each have one vote and elect officers of the Governing Body every three years as specified in the constitution.

Form 990, Part VI, Section A, Line 7B

The Labor Organizations Active Members each have one vote and approve all decisions of the Governing body and decisions that arise during scheduled membership meetings.

Form 990, Part VI, Section B, Line 11B

The Labor Organizations Financial Officers and President reviews the form before filing.

Form 990, Part VI, Section B, Line 19

The Labor Organization does not routinuely make such documents available to the public.

Filing and Contact Details

Filer

Filer Name
United Steelworkers Local Union 134L
EIN
06-0687313
In Care Of
% Mark Douty
Phone
2037950800
Address
236 Boston Post Road, Orange, CT 06477
Doing Business As
Local Union 134L

Signing Officer

Name
Mark Douty
Title
Financial Secretary
Phone
2037950800
Signed
2024-03-19
Discuss with paid preparer
No

Organization Details

Principal Officer
Mark Douty
Formed
1995
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
0
Employees
20
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Difference in unremitted taxes

Form 990, Part XI, Line 9

Difference in unremitted taxes

Raw XML Appendix326 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Labor Organization has Full Paying Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Labor Organizations Active Members each have one vote and elect officers of the Governing Body every three years as specified in the constitution.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Labor Organizations Active Members each have one vote and approve all decisions of the Governing body and decisions that arise during scheduled membership meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Labor Organizations Financial Officers and President reviews the form before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Labor Organization does not routinuely make such documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Difference in unremitted taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Difference in unremitted taxes
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9
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IRS990/TotalAssetsEOYAmt0202881
IRS990/TotalAssetsGrp/BOYAmt0236804
IRS990/TotalAssetsGrp/EOYAmt0202881
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/TotalAmt0245724
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0236804
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0202881
IRS990/TotalProgramServiceRevenueAmt0209660
IRS990/TotalReportableCompFromOrgAmt0128800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0211801
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211801
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0202881
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt023149
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0236 Boston Post Road
IRS990/USAddress/CityNm0Orange
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006477
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Douty
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02037950800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0United Steelworkers Local Union 134L
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0060687313
ReturnHeader/Filer/InCareOfNm0% Mark Douty
ReturnHeader/Filer/PhoneNum02037950800
ReturnHeader/Filer/USAddress/AddressLine1Txt0236 Boston Post Road
ReturnHeader/Filer/USAddress/CityNm0Orange
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006477
ReturnHeader/ReturnTs02024-03-19T11:07:57-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Douty
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$3.67$3.28$0.39
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$2.49$2.87$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$2.12$2.46$0.34
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$2.38$2.73$0.35
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$2.14$2.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.08$2.68$2.16$2.51$0.35
2019Summary only. Only limited summary data is available for this year.$3.11$0.11$3.00$2.89$2.49$0.41
2018Summary only. Only limited summary data is available for this year.$2.71$0.05$2.66$2.69$3.18$0.49
2017Summary only. Only limited summary data is available for this year.$3.20$0.02$3.18$2.68$3.29$0.61
2016Summary only. Only limited summary data is available for this year.$3.80$0.02$3.78$3.53$3.48$0.05
2015Summary only. Only limited summary data is available for this year.$3.76$0.01$3.75$3.69$3.34$0.35
2014Summary only. Only limited summary data is available for this year.$3.40$0.01$3.39$2.19$2.39$0.19
2013Summary only. Only limited summary data is available for this year.$3.59$0.01$3.58$2.06$2.22$0.15
2012Summary only. Only limited summary data is available for this year.$3.75$0.06$3.69$2.85$2.40$0.45
2011Summary only. Only limited summary data is available for this year.$3.19$0.06$3.12$2.60$2.66$0.06