Civic Intelligence

Utility Workers Union of America Local

EIN 06-1299938 • 501(c)5 • Milford, CT

Profile

SEE ATTACHED EXPLANATION

PO Box 3344Milford, CT 06460

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.04x

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$34,990

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

93rd percentile

36%

Faster asset growth than 93% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

5.8%

Faster revenue growth than 56% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$821,096

Up $219,444 (+36%) from 2023

Liabilities

Up

$36,239

Up $36,210 (+124862%) from 2023

Net Assets

Up

$784,857

Up $183,234 (+30%) from 2023

Revenue

Up

$609,548

Up $33,580 (+5.8%) from 2023

Expenses

Up

$446,635

Up $149,235 (+50%) from 2023

Net Income

Down

$162,913

Down $115,655 (-42%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $384,692Liabilities 2010: $3,065Net Assets 2010: $381,6272010Assets 2011: $399,229Liabilities 2011: $1,997Net Assets 2011: $397,2322011Assets 2012: $433,709Liabilities 2012: $3,714Net Assets 2012: $429,9952012Assets 2013: $483,854Liabilities 2013: $3,821Net Assets 2013: $480,0332013Assets 2014: $477,228Liabilities 2014: $2,990Net Assets 2014: $474,2382014Assets 2015: $427,515Liabilities 2015: $2,737Net Assets 2015: $424,7782015Assets 2016: $345,255Liabilities 2016: $3,855Net Assets 2016: $341,4002016Assets 2017: $332,439Liabilities 2017: $1,918Net Assets 2017: $330,5212017Assets 2018: $212,040Liabilities 2018: $1,702Net Assets 2018: $210,3382018Assets 2019: $218,479Liabilities 2019: $1,662Net Assets 2019: $216,8172019Assets 2020: $322,362Liabilities 2020: $1,628Net Assets 2020: $320,7342020Assets 2021: $355,158Liabilities 2021: $1,680Net Assets 2021: $353,4782021Assets 2022: $308,183Liabilities 2022: $7,128Net Assets 2022: $301,0552022Assets 2023: $601,652Liabilities 2023: $29Net Assets 2023: $601,6232023Assets 2024: $821,096Liabilities 2024: $36,239Net Assets 2024: $784,8572024

Highlighted filing

2024

Assets$821,096
Liabilities$36,239
Net Assets$784,857

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $342,3212010Expenses 2011: $353,4032011Expenses 2012: $383,1972012Revenue 2013: $403,381Expenses 2013: $400,091Net Income 2013: $3,2902013Revenue 2014: $450,864Expenses 2014: $431,750Net Income 2014: $19,1142014Revenue 2015: $462,139Expenses 2015: $482,324Net Income 2015: -$20,1852015Revenue 2016: $467,528Expenses 2016: $560,627Net Income 2016: -$93,0992016Revenue 2017: $480,231Expenses 2017: $518,631Net Income 2017: -$38,4002017Revenue 2018: $476,651Expenses 2018: $566,214Net Income 2018: -$89,5632018Revenue 2019: $468,372Expenses 2019: $483,349Net Income 2019: -$14,9772019Revenue 2020: $463,586Expenses 2020: $379,741Net Income 2020: $83,8452020Revenue 2021: $453,972Expenses 2021: $446,200Net Income 2021: $7,7722021Revenue 2022: $428,122Expenses 2022: $421,269Net Income 2022: $6,8532022Revenue 2023: $575,968Expenses 2023: $297,400Net Income 2023: $278,5682023Revenue 2024: $609,548Expenses 2024: $446,635Net Income 2024: $162,9132024

Highlighted filing

2024

Revenue$609,548
Expenses$446,635
Net Income$162,913

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.21$0.36$7.85$6.10$4.47$1.63
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$5.76$2.97$2.79
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.07$3.01$4.28$4.21$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.55$0.02$3.53$4.54$4.46$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.02$3.21$4.64$3.80$0.84
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.02$2.17$4.68$4.83$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.02$2.10$4.77$5.66$0.90
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.02$3.31$4.80$5.19$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.04$3.41$4.68$5.61$0.93
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.03$4.25$4.62$4.82$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.77$0.03$4.74$4.51$4.32$0.19
2013Detailed filing. Detailed filing data is available for this year.$4.84$0.04$4.80$4.03$4.00$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.04$4.30$3.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.02$3.97$3.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.03$3.82$3.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Gross Receipts
$611,793
Mission and Program Overview

Mission

SEE ATTACHED EXPLANATION

To improve working conditions of utility workers, protect the economic and social welfare of members and establish a spirit of brotherhood among its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$386,467$464,773▲ $78,306
Savings and Temporary Cash Investments$74,737$180,696▲ $105,959
Investments in Publicly Traded Securities$139,960$174,797▲ $34,837
Land, Buildings, and Equipment, Net$488$830▲ $342
Total Assets$601,652$821,096▲ $219,444
Liabilities
Accounts Payable and Accrued Expenses$29$36,239▲ $36,210
Total Liabilities$29$36,239▲ $36,210
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$601,623$784,857▲ $183,234
Total Net Assets Fund Balance$601,623$784,857▲ $183,234
Total Liabilities and Net Assets / Fund Balance$601,652$821,096▲ $219,444

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$830$5,163$5,993
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Moses RamsPresident/chairmanPT$34,990$34,990
Shelley RobinsonTreasurerPT$23,327$23,327
Siobhan SpringerV.p. CCC/exec. VPPT$22,883$22,883
Tracey CarnevaleRecording SecretaryPT$9,813$9,813
Marc LewandowskiPresidentPT$8,801$8,801
Carmine SantorelliExec VP-$8,502$8,502
John CooperV.p.-$7,361$7,361
Brandon RodriguezVP Electtrical Sys.-$7,183$7,183
Anthony ZervosVP, Electric Systems Ii-ui-$6,872$6,872
Deanna BalloneVP CCC - Ui-$6,872$6,872
William ColemanSafety Officer-$6,872$6,872
Joseph SchumacherRedcording Secretary-$5,333$5,333
Scheri Walker-wilsonFin. Secretary-$4,293$4,293
Andre VegaChief Steward-$4,252$4,252
Christopher DevanneyChief Steward-$4,252$4,252
Harold WhithingtonChief Steward-$4,252$4,252
Shawn WilcockChief Steward-$3,267$3,267
Michael EspositoSgt-at- Arms-$2,747$2,747
Christopher GargamelliSafety Officer - Pseg-$795$795
Jonathan GoncalvesChief Steward-$50$50

Board Members and Trustees

NameTitle
Roberta JonesChief Steward (p)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$592,386
Investment Income
$17,162
Other Revenue
$0
Change in Net Assets
$162,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$244,205
Salaries, Compensation, and Employee Benefits$198,650
Grants and Similar Amounts Paid$1,030
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$172,717
Payments to Affiliates---$144,603
Office Expenses---$35,830
Travel---$32,088
Other Expenses---$16,105
Other Salaries and Wages---$14,983
Payroll Taxes---$10,950
Fees for Services Accounting---$7,500
Fees for Services Legal---$3,049
Benefits to Members---$2,750
Occupancy---$2,040
Insurance---$1,352
Fees for Services Other---$1,159
Grants to Domestic Orgs---$1,030
Depreciation Depletion---$404
Fees for Service Investment Mgmnt Fees---$75
Total Functional Expenses$0$0$0$446,635
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Draft of form 990 provided to treasurer and other officers for review prior to filing.

Form 990, Part VI, Section C, Line 19

Disclosure made upon request.

Filing and Contact Details

Filer

Filer Name
Utility Workers Union of America Local
EIN
06-1299938
Phone
2032140328
Address
PO BOX 3344, MILFORD, CT 06460

Signing Officer

Name
Shelley Robinson
Title
Treasurer
Phone
2032140328
Signed
2025-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelley Robinson
Formed
1990
Legal Domicile
Ct
Voting Board Members
20
Independent Board Members
0
Employees
34
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

The organization's financial statements were prepared using the modified cash basis of accounting.

FORM 990, PART XII, LINE 2C:

The union officers are responsible for the oversight of the compilation and preparation of the financial statements.

Financial Statement Notes

PART X, LINE 2:

The modified cash basis of accounting requires plan management to evaluate tax positions taken by the union and to recognize a tax liability (or asset) if it has taken an uncertain position that, more likely than not, would not be sustained upon examination by the irs. The union is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 411 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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IRS990/ActivityOrMissionDesc0TO IMPROVE WORKING CONDITIONS OF UTILITY WORKERS, PROTECT THE ECONOMIC AND SOCIAL WELFARE OF MEMBERS AND ESTABLISH A SPIRIT OF BROTHERHOOD AMONG ITS MEMBERS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VP ELECTTRICAL SYS.
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXEC VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP CCC - UI
IRS990/Form990PartVIISectionAGrp/TitleTxt3V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SGT-AT- ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7FIN. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8V.P. CCC/EXEC. VP
IRS990/Form990PartVIISectionAGrp/TitleTxt9SAFETY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SAFETY OFFICER - PSEG
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP, ELECTRIC SYSTEMS II-UI
IRS990/Form990PartVIISectionAGrp/TitleTxt14RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF STEWARD (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF STEWARD
IRS990/Form990PartVIISectionAGrp/TitleTxt19REDCORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF STEWARD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02736
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0894
IRS990/GrossReceiptsAmt0611793
IRS990/GroupExemptionNum00733
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE ATTACHED EXPLANATION
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IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0601623
IRS990/NetAssetsOrFundBalancesEOYAmt0784857
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01385
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01385
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020321
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0601623
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0784857
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IRS990/OccupancyGrp/TotalAmt02040
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IRS990/OfficerMailingAddressInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0830
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05163
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05993
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNION AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 PROVIDED TO TREASURER AND OTHER OFFICERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISCLOSURE MADE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FINANCIAL STATEMENTS WERE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE UNION OFFICERS ARE RESPONSIBLE FOR THE OVERSIGHT OF THE COMPILATION AND PREPARATION OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd01
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0821096
IRS990/TotalAssetsGrp/BOYAmt0601652
IRS990/TotalAssetsGrp/EOYAmt0821096
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/TotalAmt0446635
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt036239
IRS990/TotalLiabilitiesGrp/BOYAmt029
IRS990/TotalLiabilitiesGrp/EOYAmt036239
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0601623
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0784857
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0592386
IRS990/TotalReportableCompFromOrgAmt0172717
IRS990/TotalRevenueGrp/ExclusionAmt017162
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0592386
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0609548
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0601652
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0821096
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt032088
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3344
IRS990/USAddress/CityNm0MILFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006460
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLEY ROBINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02032140328
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTILITY WORKERS UNION OF AMERICA LOCAL
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0061299938
ReturnHeader/Filer/PhoneNum02032140328
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3344
ReturnHeader/Filer/USAddress/CityNm0MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006460
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR

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