Civic Intelligence

Local 169 Workers United

990 • Fiscal year 2016 • EIN 13-5472865

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

33 West 14th StreetNew York, NY 10011

(212) 475-3131

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2016 filings • NTEE J • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2016

Top Officer Pay

48th percentile

$111,344

Higher top officer pay than 48% of similar nonprofits.

2016 filings • NTEE J • $1M-$5M nonprofits • Source year 2016

Asset Growth

31st percentile

0.0%

Faster asset growth than 31% of similar nonprofits.

2016 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Flat

$3,428,461

Flat from 2015

Net Assets

Flat

$3,428,461

Flat from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Flat

$0

Flat from 2015

Expenses

Flat

$0

Flat from 2015

Net Income

Flat

$0

Flat from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,690,933Liabilities 2010: $0Net Assets 2010: $3,690,9332010Assets 2011: $3,681,123Liabilities 2011: $0Net Assets 2011: $3,681,1232011Assets 2012: $3,681,123Liabilities 2012: $0Net Assets 2012: $3,681,1232012Assets 2013: $3,681,123Liabilities 2013: $0Net Assets 2013: $3,681,1232013Assets 2014: $3,428,461Liabilities 2014: $0Net Assets 2014: $3,428,4612014Assets 2015: $3,428,461Liabilities 2015: $0Net Assets 2015: $3,428,4612015Assets 2016: $3,428,461Liabilities 2016: $0Net Assets 2016: $3,428,4612016Assets 2017: $3,434,805Liabilities 2017: $0Net Assets 2017: $3,434,8052017Assets 2018: $23,719Liabilities 2018: $0Net Assets 2018: $23,7192018Assets 2019: $23,719Net Assets 2019: $23,7192019Assets 2020: $23,719Liabilities 2020: $02020Assets 2021: $23,719Net Assets 2021: $23,7192021Assets 2022: $23,719Net Assets 2022: $23,7192022Assets 2023: $23,719Liabilities 2023: $02023Assets 2024: $23,719Net Assets 2024: $23,7192024

Highlighted filing

2016

Assets$3,428,461
Liabilities$0
Net Assets$3,428,461

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $489,4382010Revenue 2011: $0Expenses 2011: $9,810Net Income 2011: -$9,8102011Expenses 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: -$252,662Expenses 2014: $0Net Income 2014: -$252,6622014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $6,344Expenses 2017: $0Net Income 2017: $6,3442017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2016

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

Member services. Membership dues and investment income were received to support the organizations labor purpose

Member services. Membership dues and investment income were received to support the organizatyions labor purpose

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,404,400$3,404,400→ $0
Land, Buildings, and Equipment, Net$23,719$23,719→ $0
Accounts Receivable$342$342→ $0
Total Assets$3,428,461$3,428,461→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,428,461$3,428,461→ $0
Total Net Assets Fund Balance$3,428,461$3,428,461→ $0
Total Liabilities and Net Assets / Fund Balance$3,428,461$3,428,461→ $0

Asset Categories

AssetBook ValueDepreciationBasis
Land$23,719-$23,719
Other Securities$300--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Fred KaplanAssistant Manager$111,344$111,344
Julie KellyManager$110,974$110,974
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 12C

It will examine the lm 30 filings which are available of any officer or employee.

Form 990, Part VI, Section B, Line 13

The whistleblower policy encourages all personnel to come forward with credible information on illegal practices or serious violations of adopted policies.

Form 990, Part VI, Section B, Line 14

Union staff and officers are prohibited from destroying documents with the intent to obstruct an investigation by federal, state or local authorities.

Filing and Contact Details

Filer

Filer Name
Local 169 Workers United
EIN
13-5472865
Address
33 WEST 14TH STREET, NEW YORK, NY 10011

Signing Officer

Name
Julie Kelly
Title
Manager
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Kelly
Formed
2000
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Rocco J Ricciardi CPA
Address
100 QUENTIN ROOSEVELT BLVD SUITE 20, GARDEN CITY, NY 10530
Preparer
Rocco J Ricciardi
Phone
5165243501
Raw XML Appendix254 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/FormationYr02000
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03404400
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03404400
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/NondeductibleContributionsInd0false
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0true
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IRS990/ReconcilationRevenueExpnssAmt00
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03404100
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IT WILL EXAMINE THE LM 30 FILINGS WHICH ARE AVAILABLE OF ANY OFFICER OR EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE WHISTLEBLOWER POLICY ENCOURAGES ALL PERSONNEL TO COME FORWARD WITH CREDIBLE INFORMATION ON ILLEGAL PRACTICES OR SERIOUS VIOLATIONS OF ADOPTED POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNION STAFF AND OFFICERS ARE PROHIBITED FROM DESTROYING DOCUMENTS WITH THE INTENT TO OBSTRUCT AN INVESTIGATION BY FEDERAL, STATE OR LOCAL AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 14
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ReturnHeader/Filer/EIN0135472865
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T08:13:57-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$0.02$0.02
2023Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.02
2020Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.25$0.00$0.25
2013Summary only. Only limited summary data is available for this year.$3.68$0.00$3.68$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$0.00
2011Summary only. Only limited summary data is available for this year.$3.68$0.00$3.68$0.00$0.01$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.00$3.69$0.49