Civic Intelligence

Workers United Local 50

990 • Fiscal year 2020 • EIN 20-1601433

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.WULOCAL50.ORG

View Organization Page

527 S Harbor BoulevardAnaheim, CA 92805

(714) 502-0220

Siviq Scores

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

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.09x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2020

Net Margin

7th percentile

-14%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$159,199

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2020

Asset Growth

2nd percentile

-14%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-61%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$5,476,215

Down $900,162 (-14%) from 2019

Net Assets

Down

$5,383,001

Down $800,195 (-13%) from 2019

Liabilities

Down

$93,214

Down $99,967 (-52%) from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin7th percentile

Revenue

Down

$1,020,717

Down $1,588,705 (-61%) from 2019

Expenses

Down

$1,168,060

Down $1,484,254 (-56%) from 2019

Net Income

Down

-$147,343

Down $104,451 (-244%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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 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

2020

Assets$5,476,215
Liabilities$93,214
Net Assets$5,383,001
Open 2020 Filing

Operations Trend

Revenue Growth1st 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 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

2020

Revenue$1,020,717
Expenses$1,168,060
Net Income-$147,343
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$1,756,100
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,265,006$2,653,745▼ $611,261
Land, Buildings, and Equipment, Net$1,087,297$1,041,151▼ $46,146
Cash and Non-Interest-Bearing Accounts$1,230,496$1,022,038▼ $208,458
Investments Other Securities$500,000$500,000→ $0
Accounts Receivable$247,795$204,944▼ $42,851
Savings and Temporary Cash Investments$35,495$44,584▲ $9,089
Prepaid Expenses and Deferred Charges$10,288$9,753▼ $535
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,376,377$5,476,215▼ $900,162
Other Assets Total-$0-
Liabilities
Other Liabilities$25,109$83,373▲ $58,264
Accounts Payable and Accrued Expenses$168,072$9,841▼ $158,231
Total Liabilities$193,181$93,214▼ $99,967
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,183,196$5,383,001▼ $800,195
Total Net Assets Fund Balance$6,183,196$5,383,001▼ $800,195
Total Liabilities and Net Assets / Fund Balance$6,376,377$5,476,215▼ $900,162

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$455,794$392,328$848,122
Land$570,000-$570,000
Equipment$15,357$55,436$70,793
Other Land Buildings-$57,505$57,505
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher DuartePresidentFT$132,415$26,784$132,415
Angel EsparzaVice PresidentFT$80,737$17,473$98,210
Jose AlatorreVice PresidentFT$36,720$1,178$37,898
David ShumakerExec. Board-$18,724$337$19,061
Charles Martin JrExec. BoardFT$11,409$22$11,431
Pedro OcegueraSecretary-$8,198$1,367$9,565
Matthew GrenertExec. Board-$5,127$355$5,482
Grace TorresTreasurer-$2,426$620$3,046
Christopher ShivelyExec. Board-$1,468$1,064$2,532
Mitchell SechrestExec. Board-$1,288$1,111$2,399
Adrian DavisExec. Board-$1,020$620$1,640
Vincent SanchezExec. Board-$672-$672
Isabel MalpicaExec. Board-$300$248$548

Board Members and Trustees

NameTitle
Erlinda BoyerChair of Trust
Ada JimenezExec. Board
Shannon NickersonExec. Board
Alia HuanteTrustee
Lillian HarrisonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$18,822
Program Service Revenue
$900,883
Investment Income
$101,012
Other Revenue
$0
All Other Contributions
$18,822
Change in Net Assets
$-147,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,018,564
Revenue Not Reported on Financial Statements
$2,153
Revenue Not Reported on Form 990
$-652,852
Total Revenue per Audited Statements
$365,712
Total Revenue per Form 990
$1,020,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$592,333
Salaries, Compensation, and Employee Benefits$575,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$388,016
Payments to Affiliates---$304,688
Other Employee Benefits---$144,407
Depreciation Depletion---$46,146
Fees for Services Accounting---$44,000
Occupancy---$39,756
Fees for Services Legal---$39,074
Payroll Taxes---$33,052
Information Technology---$31,570
Office Expenses---$27,683
Conferences and Meetings---$11,321
Pension Plan Contributions---$10,252
Insurance---$6,612
Fees for Services Other---$6,538
Fees for Service Investment Mgmnt Fees---$2,153
Other Expenses---$846
Total Functional Expenses$0$0$0$1,168,060

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,168,060
Total Expenses per Audited Statements$1,168,060
Total Expenses per Form 990$1,168,060
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
Insider Transactions and Loans

Loans and Receivables

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

Other Reported Liabilities

LiabilityAmount
Unsettled Investment Purchase$59,956
Accrued Vacation$14,116
Payroll Deductions Payable$6,178
Collected Wages$3,123
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 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
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, Line 6: Explanation of Classes of Members or Shareholder

“The organization has approximately 5,135 members at december 31, 2020.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Officer elections are held every 3 years. The local union members elect the officers of the local union.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Members vote on recommendations of the executive board.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 has been reviewed by the executive board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“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.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“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.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The local union makes its governing documents, conflict of interest policy and financial statements available upong request.”

Filing and Contact Details

Filer

Filer Name
Workers United Local 50
EIN
20-1601433
Phone
7145020220
Address
527 S HARBOR BOULEVARD, ANAHEIM, CA 92805

Signing Officer

Name
Christopher Duarte
Title
President
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Duarte
Formed
2004
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
28

Preparer

Firm
YSR CPA Group PC
Address
2529 Foothill Blvd Suite 212, La Crescenta, CA 91214
Preparer
Emin Shahbazian CPA
Phone
8183309752
Supplemental Narrative

Additional Explanations

PART 1, 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.”

Financial Statement Notes

Part X : FIN48 Footnote

“The local union is exempt from income taxes under section 501(c)(5) of the internal revenue code and section 23701(a) of the california revenue and taxation code. The local union has been determined by the internal revenue service not to be a private foundation within the meaning of section 509(a) of the internal revenue code. Income generated from activities unrelated to the local union's exempt purpose is subject to tax under irc section 511. The local union did not have any unrealized business income for the year ended december 31, 2020, and, therefore, no provision for income taxes has been made. The local union follows the provision of uncertain tax positions as addressed in fasb accounting standards codification. The local union recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable. The local union believes that it has taken no significant uncertain tax positions for the year ended december 31, 2020. Management believes the local union is no longer subject to income tax examinations by applicable taxing jurisdictions for the years prior to december 31, 2015.accounting principles generally accepted in the united states of american equire management to evaluate tax positions taken by the local union and recognize a tax liability if the local union has taken position that more likely than not would not be sustained upon examination by a tax authority. The local union is subject to routing audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
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IRS990ScheduleD/EquipmentGrp/BookValueAmt015357
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055436
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COLLECTED WAGES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL DEDUCTIONS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3UNSETTLED INVESTMENT PURCHASE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE LOCAL UNION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND SECTION 23701(A) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE LOCAL UNION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE LOCAL UNION'S EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE LOCAL UNION DID NOT HAVE ANY UNREALIZED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2020, AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE LOCAL UNION FOLLOWS THE PROVISION OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ACCOUNTING STANDARDS CODIFICATION. THE LOCAL UNION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THE LOCAL UNION BELIEVES THAT IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2020. MANAGEMENT BELIEVES THE LOCAL UNION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR THE YEARS PRIOR TO DECEMBER 31, 2015.ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICAN EQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL UNION AND RECOGNIZE A TAX LIABILITY IF THE LOCAL UNION HAS TAKEN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE LOCAL UNION IS SUBJECT TO ROUTING AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0500000
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IRS990ScheduleD/TotalLiabilityAmt083373
IRS990ScheduleD/TotalRevenuePerForm990Amt01020717
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0365712
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRISTOPHER DUARTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS APPROXIMATELY 5,135 MEMBERS AT DECEMBER 31, 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICER ELECTIONS ARE HELD EVERY 3 YEARS. THE LOCAL UNION MEMBERS ELECT THE OFFICERS OF THE LOCAL UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS VOTE ON RECOMMENDATIONS OF THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 HAS BEEN REVIEWED BY THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION 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.

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,476,215
Liabilities
$93,214
Net assets
$5,383,001
Revenue
$1,020,717
Expenses
$1,168,060
Net income
-$147,343
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
2020Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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