Civic Intelligence

International Union United Auto Workers Local 3039

EIN 13-4213969 • 501(c)5 • Tappan, NY

Profile

Labor Organization

108 Route 303Tappan, NY 10983
Siviq Scores

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

Liabilities / Assets

85th percentile

0.05x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.06x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-9.2%

Higher net margin than 25% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

64th percentile

$4,513

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-8.2%

Faster asset growth than 28% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

8.9%

Faster revenue growth than 69% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$112,020

Down $10,391 (-8.5%) from 2022

Liabilities

Up

$11,960

Up $5,250 (+78%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$90,241

Up $7,148 (+8.6%) from 2022

Expenses

Up

$100,612

Up $5,745 (+6.1%) from 2022

Net Income

Up

-$10,371

Up $1,403 (+12%) from 2022

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $92,484Liabilities 2011: $8,5722011Assets 2012: $100,512Liabilities 2012: $4,0292012Assets 2013: $97,937Liabilities 2013: $4,3522013Assets 2014: $93,037Liabilities 2014: $6,5562014Assets 2015: $106,167Liabilities 2015: $8,8312015Assets 2016: $101,931Liabilities 2016: $4,2292016Assets 2017: $108,780Liabilities 2017: $5,7782017Assets 2018: $100,238Liabilities 2018: $6,4182018Assets 2019: $105,231Liabilities 2019: $10,8862019Assets 2020: $125,124Liabilities 2020: $4,032Net Assets 2020: $121,0922020Assets 2021: $134,324Liabilities 2021: $4,629Net Assets 2021: $129,6952021Assets 2022: $122,411Liabilities 2022: $6,710Net Assets 2022: $115,7012022Assets 2023: $112,020Liabilities 2023: $11,9602023

Highlighted filing

2023

Assets$112,020
Liabilities$11,960
Net Assets-

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $88,194Expenses 2011: $87,253Net Income 2011: $9412011Revenue 2012: $78,943Expenses 2012: $73,039Net Income 2012: $5,9042012Revenue 2013: $74,799Expenses 2013: $77,374Net Income 2013: -$2,5752013Revenue 2014: $72,444Expenses 2014: $77,248Net Income 2014: -$4,8042014Revenue 2015: $98,358Expenses 2015: $86,317Net Income 2015: $12,0412015Revenue 2016: $97,702Expenses 2016: $102,635Net Income 2016: -$4,9332016Revenue 2017: $88,045Expenses 2017: $82,169Net Income 2017: $5,8762017Revenue 2018: $81,375Expenses 2018: $90,164Net Income 2018: -$8,7892018Revenue 2019: $92,810Expenses 2019: $88,021Net Income 2019: $4,7892019Revenue 2020: $84,404Expenses 2020: $64,152Net Income 2020: $20,2522020Revenue 2021: $77,694Expenses 2021: $68,893Net Income 2021: $8,8012021Revenue 2022: $83,093Expenses 2022: $94,867Net Income 2022: -$11,7742022Revenue 2023: $90,241Expenses 2023: $100,612Net Income 2023: -$10,3712023

Highlighted filing

2023

Revenue$90,241
Expenses$100,612
Net Income-$10,371

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 2, 2023
Return Version
2022v5.0
Gross Receipts
$83,093
Mission and Program Overview

Mission

Labor Organization

Program Services

DescriptionGrantsExpenses
Collective bargaining and representation for 150 members--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey PurcellPresident-$5,431-$5,431
Tan NguyenFinancial Secretary-$1,216-$1,216
Joseph S SchultzPresident-$1,136-$1,136
Carlos A GonsalvesChair Trustee-$245-$245
Harry BligenHead Trustee-$123-$123
Kimberly A RossTrustee-$123-$123
Ronald WhiteSergeant At Arms-$123-$123
Emanuel ChaperonTrustee-$92-$92
Chris FiakosTrustee-$0--
Terence L ManessGuide-$0--
Todd J WilsonFinancial Secretary-$0--
Filing and Contact Details

Filer

Filer Name
International Union United Auto Workers Local 3039
EIN
13-4213969
Phone
5709821532
Address
108 Route 303, Tappan, NY 10983

Signing Officer

Name
Jeffrey Purcell
Title
Financial Secretary
Signed
2023-03-02
Discuss with paid preparer
Yes

Preparer

Firm
RCS Union Software
Address
250 12th Ave, Suite 150, Coralville, IA 52241
Preparer
Lori Mizlo
Phone
8667278291
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Rebates - Insurance $225.00 | Refund - Lost Time $375.20 | Refund - Travel Per Diem Etc. $154.68 | Refund - Per Capita Tax Intl $315.94

Form 990-EZ, Part I, Line 16

Other Expenses: $79,877.60

Form 990-EZ, Part I, Line 16

Officer- Non-Tax Travel Per Diem Etc. $347.22 | Others- Non-Tax Travel Per Diem Etc $3,136.08 | Refreshments Reimbursement $312.51 | Bank Charges - Svc Fees NSF etc $60.00 | Flowers Bibles Cards Donations Memorial $157.90 | Hats, Jackets, Shirts (incl. team sports) -Not for resale $1,012.05 | Initiation Fees Forwarded (International $11.00 | Insurance-General Liability $772.13 | Insurance-Union Liability(Misrepresent) $1,437.00 | Per Capita Taxes - International $47,852.90 | Per Capita Taxes - CAP Councils $1,917.76 | Per Capita Taxes - Affiliates $405.34 | Per Capita Taxes - Retiree Councils $8.77 | Refreshments- Caterers $2,048.35 | Registration/Conference/Tuition Fees $2,343.00 | Supplies - Office $137.16 | Technical and Support Fees $3,388.44 | Travel-Direct Pd Airline Hotel Tr Agency $14,529.99

Form 990-EZ, Part I, Line 20

Total other changes: ($2,220)

Form 990-EZ, Part I, Line 20

Fixed assets $0; Inventories ($139); Liabilities ($2,081); Voided checks from a previous year $0

Form 990-EZ, Part II, Line 24

7 Bibles @ $169

Form 990-EZ, Part II, Line 26

Per Capita Taxes - Retired Workers $0.73 | Per Capita Taxes - CAP Councils $128.89 | Per Capita Taxes - CAP Council $125.89 | Per Capita Taxes - International $4,381.99 | Per Capita Taxes - CAP Council $174.53 | Per Capita Taxes - Retired Workers $0.83 | Federal Income Taxes - 941 $1,522.10 | Federal Unemployment Taxes - 940 $115.94 | State Unemployment Taxes $79.55 | State Withholding Taxes $179.42

Raw XML Appendix181 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/ExplanationTxt0Rebates - Insurance $225.00 | Refund - Lost Time $375.20 | Refund - Travel Per Diem Etc. $154.68 | Refund - Per Capita Tax Intl $315.94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Expenses: $79,877.60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officer- Non-Tax Travel Per Diem Etc. $347.22 | Others- Non-Tax Travel Per Diem Etc $3,136.08 | Refreshments Reimbursement $312.51 | Bank Charges - Svc Fees NSF etc $60.00 | Flowers Bibles Cards Donations Memorial $157.90 | Hats, Jackets, Shirts (incl. team sports) -Not for resale $1,012.05 | Initiation Fees Forwarded (International $11.00 | Insurance-General Liability $772.13 | Insurance-Union Liability(Misrepresent) $1,437.00 | Per Capita Taxes - International $47,852.90 | Per Capita Taxes - CAP Councils $1,917.76 | Per Capita Taxes - Affiliates $405.34 | Per Capita Taxes - Retiree Councils $8.77 | Refreshments- Caterers $2,048.35 | Registration/Conference/Tuition Fees $2,343.00 | Supplies - Office $137.16 | Technical and Support Fees $3,388.44 | Travel-Direct Pd Airline Hotel Tr Agency $14,529.99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Total other changes: ($2,220)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fixed assets $0; Inventories ($139); Liabilities ($2,081); Voided checks from a previous year $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt57 Bibles @ $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Per Capita Taxes - Retired Workers $0.73 | Per Capita Taxes - CAP Councils $128.89 | Per Capita Taxes - CAP Council $125.89 | Per Capita Taxes - International $4,381.99 | Per Capita Taxes - CAP Council $174.53 | Per Capita Taxes - Retired Workers $0.83 | Federal Income Taxes - 941 $1,522.10 | Federal Unemployment Taxes - 940 $115.94 | State Unemployment Taxes $79.55 | State Withholding Taxes $179.42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Purcell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0International Union United Auto Workers Local 3039
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0134213969
ReturnHeader/Filer/PhoneNum05709821532
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 Route 303
ReturnHeader/Filer/USAddress/CityNm0Tappan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010983
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844621749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RCS Union Software
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 12th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coralville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052241
ReturnHeader/PreparerPersonGrp/PhoneNum08667278291
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Mizlo
ReturnHeader/ReturnTs02023-05-03T17:44:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeffrey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Purcell
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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