Civic Intelligence

Workers United Local 50

990 • Fiscal year 2017 • EIN 20-1601433

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization ProfileWWW.LOCAL50.COM

View Organization Page

527 S Harbor BlvdAnaheim, CA 92805

(714) 502-0220

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.09x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$106,138

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Asset Growth

41st percentile

4.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

6.2%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$5,557,204

Flat from 2017

Net Assets

Flat

$5,340,031

Flat from 2017

Liabilities

Flat

$217,173

Flat from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin63rd percentile

Revenue

Flat

$2,351,984

Flat from 2017

Expenses

Flat

$2,066,552

Flat from 2017

Net Income

Flat

$285,432

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$10M$5.0M$0Assets 2011: $3,079,186Liabilities 2011: $835,508Net Assets 2011: $2,243,6782011Assets 2012: $3,744,818Liabilities 2012: $691,524Net Assets 2012: $3,053,2942012Assets 2013: $4,330,883Liabilities 2013: $445,061Net Assets 2013: $3,885,8222013Assets 2014: $4,332,600Liabilities 2014: $101,431Net Assets 2014: $4,231,1692014Assets 2015: $4,795,896Liabilities 2015: $105,371Net Assets 2015: $4,690,5252015Assets 2016: $5,306,059Liabilities 2016: $247,423Net Assets 2016: $5,058,6362016Assets 2017: $5,557,204Liabilities 2017: $217,173Net Assets 2017: $5,340,0312017Assets 2017: $5,557,204Liabilities 2017: $217,173Net Assets 2017: $5,340,0312017Assets 2018: $6,405,599Liabilities 2018: $185,581Net Assets 2018: $6,220,0182018Assets 2019: $6,376,377Liabilities 2019: $193,181Net Assets 2019: $6,183,1962019Assets 2020: $5,476,215Liabilities 2020: $93,214Net Assets 2020: $5,383,0012020Assets 2021: $6,239,194Liabilities 2021: $274,459Net Assets 2021: $5,964,7352021Assets 2022: $7,466,741Liabilities 2022: $202,441Net Assets 2022: $7,264,3002022Assets 2023: $8,130,789Liabilities 2023: $158,935Net Assets 2023: $7,971,8542023Assets 2024: $9,298,974Liabilities 2024: $228,812Net Assets 2024: $9,070,1622024

Highlighted filing

2017

Assets$5,557,204
Liabilities$217,173
Net Assets$5,340,031
Open 2017 Filing

Operations Trend

Revenue Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,414,771Expenses 2011: $1,809,229Net Income 2011: -$394,4582011Revenue 2012: $1,712,864Expenses 2012: $1,393,048Net Income 2012: $319,8162012Revenue 2013: $2,171,099Expenses 2013: $1,458,455Net Income 2013: $712,6442013Revenue 2014: $2,275,833Expenses 2014: $1,930,486Net Income 2014: $345,3472014Revenue 2015: $2,371,979Expenses 2015: $1,908,762Net Income 2015: $463,2172015Revenue 2016: $2,215,170Expenses 2016: $1,846,252Net Income 2016: $368,9182016Revenue 2017: $2,351,984Expenses 2017: $2,066,552Net Income 2017: $285,4322017Revenue 2017: $2,351,984Expenses 2017: $2,066,552Net Income 2017: $285,4322017Revenue 2018: $2,438,892Expenses 2018: $2,500,389Net Income 2018: -$61,4972018Revenue 2019: $2,609,422Expenses 2019: $2,652,314Net Income 2019: -$42,8922019Revenue 2020: $1,020,717Expenses 2020: $1,168,060Net Income 2020: -$147,3432020Revenue 2021: $1,656,846Expenses 2021: $1,403,980Net Income 2021: $252,8662021Revenue 2022: $2,749,220Expenses 2022: $2,139,818Net Income 2022: $609,4022022Revenue 2023: $3,000,943Expenses 2023: $2,815,088Net Income 2023: $185,8552023Revenue 2024: $3,073,025Expenses 2024: $2,773,813Net Income 2024: $299,2122024

Highlighted filing

2017

Revenue$2,351,984
Expenses$2,066,552
Net Income$285,432
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$3,058,462
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,058,636$5,340,031▲ $281,395
Investments Other Securities$1,799,809$1,799,809→ $0
Cash and Non-Interest-Bearing Accounts$1,057,677$1,282,025▲ $224,348
Land, Buildings, and Equipment, Net$1,144,700$1,173,154▲ $28,454
Investments in Publicly Traded Securities$975,905$999,830▲ $23,925
Accounts Receivable$290,078$266,466▼ $23,612
Savings and Temporary Cash Investments$28,521$25,937▼ $2,584
Prepaid Expenses and Deferred Charges$9,369$9,983▲ $614
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,306,059$5,557,204▲ $251,145
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$178,828$123,681▼ $55,147
Other Liabilities$68,595$93,492▲ $24,897
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$247,423$217,173▼ $30,250
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,058,636$5,340,031▲ $281,395
Total Liabilities and Net Assets / Fund Balance$5,306,059$5,557,204▲ $251,145

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$537,912$309,008$846,920
Land$570,000-$570,000
Equipment$10,932$48,724$59,656
Other Land Buildings$54,310$3,195$57,505
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher DuartePresidentFT$99,888$6,250$106,138
Angel EsparzaFirst Vice PresidentFT$83,667$3,311$86,978
Charles Martin JrSecond Vice PresidentFT$62,608$21,183$83,791
Pedro OcegueraRecording Secretary-$12,899-$12,899
Jeannette JaureguiTreasurer-$10,898-$10,898
Christopher ShivelyExecutive Board-$7,965-$7,965
Ada JimenezExecutive Board-$7,051-$7,051
Mitchell SechrestExecutive Board-$6,353-$6,353
Matthew GrenertExecutive Board-$6,030-$6,030
Eunice GomezExecutive Board-$4,614-$4,614
Cristina CruzExecutive Board-$3,887-$3,887
Shannon NickersonExecutive Board-$3,839-$3,839
Erlinda BoyerExecutive Board-$3,700-$3,700
Norene LorenzoExecutive Board-$3,480-$3,480
Miguel LopezExecutive Board-$1,476-$1,476
Alicia FranksTrustee-$463-$463

Board Members and Trustees

NameTitle
Amanda WechslerTrustee
Sergio ProaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,312,889
Investment Income
$38,955
Other Revenue
$140
Change in Net Assets
$285,432

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,351,984
Revenue Not Reported on Form 990
$-4,037
Total Revenue per Audited Statements
$2,347,947
Total Revenue per Form 990
$2,351,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,360,078
Salaries, Compensation, and Employee Benefits$700,542
Grants and Similar Amounts Paid$5,932
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$847,386
Current Officers, Directors, Trustees, and Key Employees---$349,562
Other Salaries and Wages---$216,873
Fees for Services Legal---$135,999
Fees for Services Accounting---$89,900
Other Employee Benefits---$79,080
Payroll Taxes---$49,222
Office Expenses---$38,009
Depreciation Depletion---$35,043
Occupancy---$29,595
Conferences and Meetings---$27,616
Travel---$15,789
Fees for Services Other---$14,936
Information Technology---$14,856
Other Expenses---$10,684
Grants to Domestic Individuals---$5,932
Pension Plan Contributions---$5,805
Insurance---$4,594
All Other Expenses---$4,228
Fees for Service Investment Mgmnt Fees---$2,020
Total Functional Expenses$0$0$0$2,066,552

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,066,552
Total Expenses per Audited Statements$2,066,552
Total Expenses per Form 990$2,066,552
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unsettled Investment Purchases$54,919
Due to Other Locals$25,859
Accrued Vacation$9,885
Collected Wages$2,825
Payroll Deductions Payable$4
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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
Filing and Contact Details

Filer

Filer Name
Workers United Local 50
EIN
20-1601433
In Care Of
% CHRISTOPHER DUARTE
Phone
7145020220
Address
527 S HARBOR BLVD, ANAHEIM, CA 92805

Signing Officer

Name
Christopher Duarte
Title
President
Phone
7145020220
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Duarte
Formed
2004
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
0
Employees
52
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Alexandra Chernyak
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“The local union is engaged in the implementation of its objectives, which are to organize all persons within its jurisdiction; to establish and maintain equitable wage scales and working conditions; to elevate moral, social and intellectual standing of its members; to guard their financial interests; to promote their general welfare and the local union's cardinal principles of truth, justice and morality; to secure employment for its members and to uphold the dignity of labor; and to assist employers in the theme park, entertainment venues and their restaurants and related industries in all legitimate ways. Part vi, line 6: the organization has approximately 6,600 members at december 31, 2017. Part vi, line 7a: officer elections are held every 3 years. The local union members elect the officers of the local union. Part vi, line 7b: members vote on recommendations of the executive board. Part vi, lines 11a and 11b: the form 990 has been reviewed by the executive board. Part vi, lines 15a and 15b: compensation of the president and the officers of the local union are based on comparable salaries within workers united that is reviewed and approved by the executive board. The local union does not have any key employees. Part vi, line 19: the local union makes its governing documents, conflict of interest policy and financial statements available upon request.”

Financial Statement Notes

PART X, LINE 2:

“The Local UNION is tax-exempt under Internal Revenue Code Section 501 (c)(5) and from the state of California under Revenue and Taxation Code Section 23701a; therefore, no provision is made for federal or state income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Local UNION and recognize a tax liability if the Local UNION has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Local UNION is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE BOARD
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,557,204
Liabilities
$217,173
Net assets
$5,340,031
Revenue
$2,351,984
Expenses
$2,066,552
Net income
$285,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$0.23$9.07$3.07$2.77$0.30
2023Summary only. Only limited summary data is available for this year.$8.13$0.16$7.97$3.00$2.82$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$0.20$7.26$2.75$2.14$0.61
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$0.27$5.96$1.66$1.40$0.25
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.09$5.38$1.02$1.17$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.19$6.18$2.61$2.65$0.04
2018Summary only. Only limited summary data is available for this year.$6.41$0.19$6.22$2.44$2.50$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.56$0.22$5.34$2.35$2.07$0.29
2017Summary only. Only limited summary data is available for this year.$5.56$0.22$5.34$2.35$2.07$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.25$5.06$2.22$1.85$0.37
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$0.11$4.69$2.37$1.91$0.46
2014Detailed filing. Detailed filing data is available for this year.$4.33$0.10$4.23$2.28$1.93$0.35
2013Summary only. Only limited summary data is available for this year.$4.33$0.45$3.89$2.17$1.46$0.71
2012Summary only. Only limited summary data is available for this year.$3.74$0.69$3.05$1.71$1.39$0.32
2011Summary only. Only limited summary data is available for this year.$3.08$0.84$2.24$1.41$1.81$0.39