Civic Intelligence

Transport Workers Union of America

990 • Fiscal year 2013 • EIN 22-2670371

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

1451 Highway 88 West08724

(732) 785-0700

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

54th percentile

0.00x

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

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Net Margin

19th percentile

-10.0%

Higher net margin than 19% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Top Officer Pay

89th percentile

$51,938

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2013 filings • 501(c)5 • <$500k nonprofits • Source year 2013

Asset Growth

21st percentile

-9.2%

Faster asset growth than 21% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

70th percentile

6.2%

Faster revenue growth than 70% of similar nonprofits.

2013 filings • 501(c)5 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$253,417

Down $25,580 (-9.2%) from 2012

Net Assets

Down

$253,417

Down $23,372 (-8.4%) from 2012

Liabilities

Down

$0

Down $2,208 (-100%) from 2012

Revenue

Up

$293,607

Up $17,150 (+6.2%) from 2012

Expenses

Down

$322,927

Down $42,817 (-12%) from 2012

Net Income

Up

-$29,320

Up $59,967 (+67%) from 2012

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2011: $363,415Liabilities 2011: $1,856Net Assets 2011: $361,5592011Assets 2012: $278,997Liabilities 2012: $2,208Net Assets 2012: $276,7892012Assets 2013: $253,417Liabilities 2013: $0Net Assets 2013: $253,4172013Assets 2014: $235,433Liabilities 2014: $2,513Net Assets 2014: $232,9202014Assets 2015: $199,536Liabilities 2015: $1,349Net Assets 2015: $198,1872015Assets 2016: $180,076Liabilities 2016: $2,488Net Assets 2016: $177,5882016Assets 2017: $157,921Liabilities 2017: $2,693Net Assets 2017: $155,2282017Assets 2018: $109,041Liabilities 2018: $0Net Assets 2018: $109,0412018Assets 2019: $176,264Liabilities 2019: $913Net Assets 2019: $175,3512019Assets 2020: $209,894Liabilities 2020: -$801Net Assets 2020: $210,6952020Assets 2021: $235,399Liabilities 2021: -$1,195Net Assets 2021: $236,5942021Assets 2022: $227,570Liabilities 2022: -$1,262Net Assets 2022: $228,8322022Assets 2023: $407,110Liabilities 2023: -$5,592Net Assets 2023: $412,7022023

Highlighted filing

2013

Assets$253,417
Liabilities$0
Net Assets$253,417

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $272,405Expenses 2011: $362,387Net Income 2011: -$89,9822011Revenue 2012: $276,457Expenses 2012: $365,744Net Income 2012: -$89,2872012Revenue 2013: $293,607Expenses 2013: $322,927Net Income 2013: -$29,3202013Revenue 2014: $311,237Expenses 2014: $328,418Net Income 2014: -$17,1812014Revenue 2015: $305,937Expenses 2015: $342,163Net Income 2015: -$36,2262015Revenue 2016: $325,273Expenses 2016: $349,392Net Income 2016: -$24,1192016Revenue 2017: $370,312Expenses 2017: $382,592Net Income 2017: -$12,2802017Revenue 2018: $338,863Expenses 2018: $384,562Net Income 2018: -$45,6992018Revenue 2019: $337,229Expenses 2019: $269,642Net Income 2019: $67,5872019Revenue 2020: $319,166Expenses 2020: $283,765Net Income 2020: $35,4012020Revenue 2021: $321,627Expenses 2021: $295,788Net Income 2021: $25,8392021Revenue 2022: $314,724Expenses 2022: $320,100Net Income 2022: -$5,3762022Revenue 2023: $337,296Expenses 2023: $157,142Net Income 2023: $180,1542023

Highlighted filing

2013

Revenue$293,607
Expenses$322,927
Net Income-$29,320
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$293,607
Mission and Program Overview

Mission

Representation for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$256,789$233,417▼ $23,372
Investments in Publicly Traded Securities$74,339$88,592▲ $14,253
Savings and Temporary Cash Investments$50,111$53,379▲ $3,268
Pd in Cap Srpls Land Bldg Eqp Fund$20,000$20,000→ $0
Land, Buildings, and Equipment, Net$229$0▼ $229
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$278,997$253,417▼ $25,580
Other Assets Total$154,318$111,446▼ $42,872
Liabilities
Other Liabilities$2,208--
Total Liabilities$2,208$0▼ $2,208
Net Assets / Fund Balance
Total Net Assets Fund Balance$276,789$253,417▼ $23,372
Total Liabilities and Net Assets / Fund Balance$278,997$253,417▼ $25,580

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$32,820$32,820
Leasehold Improvements-$4,899$4,899
Other Assets Org$700--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joyce KramerSecretary/treasFT$51,938$51,938
John MenshonPresidentFT$12,997$12,997
Christina ScottExec VPPT$5,345$5,345
Margaret ReddanRec SecretaryPT$5,095$5,095
Barry AgenVice PresidentPT$1,274$1,274
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$280,380
Investment Income
$12,448
Other Revenue
$779
Change in Net Assets
$-29,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,079
Salaries, Compensation, and Employee Benefits$86,848
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$92,272--$92,272
Current Officers, Directors, Trustees, and Key Employees$80,713--$80,713
Fees for Services Legal$24,285--$24,285
Occupancy$17,425--$17,425
Travel-$10,628-$10,628
Office Expenses-$7,264-$7,264
Payroll Taxes-$6,135-$6,135
Fees for Services Accounting-$4,766-$4,766
Insurance-$4,204-$4,204
Other Expenses$4,503$3,301-$3,301
All Other Expenses$2,819$214-$3,033
Conferences and Meetings-$1,695-$1,695
Depreciation Depletion-$229-$229
Total Functional Expenses$284,491$38,436$0$322,927
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
Lobbying 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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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, Line 11B: Form 990 Review Process

The 990 is reviewed before filing

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

Available upon request

Filing and Contact Details

Filer

EIN
22-2670371
Phone
7327850700

Signing Officer

Name
John Menshon
Title
President
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
Nj
Voting Board Members
5
Independent Board Members
5
Employees
6

Preparer

Preparer
Kathryn Perry CPA
Phone
7322407377
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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/TotalAssetsGrp/BOYAmt0278997
IRS990/TotalAssetsGrp/EOYAmt0253417
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0284491
IRS990/TotalFunctionalExpensesGrp/TotalAmt0322927
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02208
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02208
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0276789
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0253417
IRS990/TotalProgramServiceExpensesAmt0306018
IRS990/TotalProgramServiceRevenueAmt0280380
IRS990/TotalReportableCompFromOrgAmt076649
IRS990/TotalRevenueGrp/ExclusionAmt0293607
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0293607
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0278997
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253417
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt010628
IRS990/TravelGrp/TotalAmt010628
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MENSHON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRANSPORT WORKERS UNION OF AMERICA
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0222670371
ReturnHeader/Filer/PhoneNum07327850700
ReturnHeader/Filer/USAddress/AddressLine101451 HIGHWAY 88 WEST
ReturnHeader/Filer/USAddress/City0BRICK
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jump Perry and Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012 Lexington Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Toms River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0087537545
ReturnHeader/PreparerPersonGrp/PhoneNum07322407377
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN PERRY CPA
ReturnHeader/ReturnTs02014-11-17T16:51:58-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.07$0.06$4.13$3.37$1.57$1.80
2022Summary only. Only limited summary data is available for this year.$2.28$0.01$2.29$3.15$3.20$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.01$2.37$3.22$2.96$0.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.01$2.11$3.19$2.84$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.01$1.75$3.37$2.70$0.68
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$3.39$3.85$0.46
2017Summary only. Only limited summary data is available for this year.$1.58$0.03$1.55$3.70$3.83$0.12
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.02$1.78$3.25$3.49$0.24
2015Summary only. Only limited summary data is available for this year.$2.00$0.01$1.98$3.06$3.42$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.03$2.33$3.11$3.28$0.17
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$2.94$3.23$0.29
2012Summary only. Only limited summary data is available for this year.$2.79$0.02$2.77$2.76$3.66$0.89
2011Summary only. Only limited summary data is available for this year.$3.63$0.02$3.62$2.72$3.62$0.90
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)5 • <$500k nonprofits