Civic Intelligence

Local Union #413

990 • Fiscal year 2018 • EIN 23-0724885

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

222 Penn StreetChester, PA 19013

(610) 872-5328

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.23x

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

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

90th percentile

29%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

86th percentile

$198,995

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

16%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$4,253,053

Up $459,644 (+12%) from 2017

Net Assets

Up

$3,882,954

Up $474,541 (+14%) from 2017

Liabilities

Down

$370,099

Down $14,897 (-3.9%) from 2017

Revenue

Up

$1,638,365

Up $220,116 (+16%) from 2017

Expenses

Up

$1,163,824

Up $107,372 (+10%) from 2017

Net Income

Up

$474,541

Up $112,744 (+31%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $3,287,801Liabilities 2011: $567,554Net Assets 2011: $2,720,2472011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $3,194,144Liabilities 2013: $454,615Net Assets 2013: $2,739,5292013Assets 2014: $3,054,143Liabilities 2014: $385,178Net Assets 2014: $2,668,9652014Assets 2015: $3,189,427Liabilities 2015: $412,676Net Assets 2015: $2,776,7512015Assets 2016: $3,445,808Liabilities 2016: $399,194Net Assets 2016: $3,046,6142016Assets 2017: $3,793,409Liabilities 2017: $384,996Net Assets 2017: $3,408,4132017Assets 2018: $4,253,053Liabilities 2018: $370,099Net Assets 2018: $3,882,9542018Assets 2019: $4,760,839Liabilities 2019: $354,471Net Assets 2019: $4,406,3682019Assets 2020: $5,084,996Liabilities 2020: $367,904Net Assets 2020: $4,717,0922020Assets 2021: $6,205,667Liabilities 2021: $343,558Net Assets 2021: $5,862,1092021Assets 2022: $7,458,607Liabilities 2022: $267,442Net Assets 2022: $7,191,1652022Assets 2023: $7,787,757Liabilities 2023: $234,929Net Assets 2023: $7,552,8282023Assets 2024: $8,083,332Liabilities 2024: $200,926Net Assets 2024: $7,882,4062024

Highlighted filing

2018

Assets$4,253,053
Liabilities$370,099
Net Assets$3,882,954

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $817,345Expenses 2011: $841,071Net Income 2011: -$23,7262011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $877,276Expenses 2013: $927,585Net Income 2013: -$50,3092013Revenue 2014: $944,594Expenses 2014: $968,126Net Income 2014: -$23,5322014Revenue 2015: $1,119,155Expenses 2015: $1,011,369Net Income 2015: $107,7862015Revenue 2016: $1,213,481Expenses 2016: $943,618Net Income 2016: $269,8632016Revenue 2017: $1,418,249Expenses 2017: $1,056,452Net Income 2017: $361,7972017Revenue 2018: $1,638,365Expenses 2018: $1,163,824Net Income 2018: $474,5412018Revenue 2019: $1,822,487Expenses 2019: $1,299,077Net Income 2019: $523,4102019Revenue 2020: $1,681,860Expenses 2020: $1,371,136Net Income 2020: $310,7242020Revenue 2021: $2,465,693Expenses 2021: $1,320,676Net Income 2021: $1,145,0172021Revenue 2022: $2,810,520Expenses 2022: $1,403,119Net Income 2022: $1,407,4012022Revenue 2023: $2,095,235Expenses 2023: $1,779,690Net Income 2023: $315,5452023Revenue 2024: $2,226,737Expenses 2024: $1,877,137Net Income 2024: $349,6002024

Highlighted filing

2018

Revenue$1,638,365
Expenses$1,163,824
Net Income$474,541
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$1,638,365
Mission and Program Overview

Mission

To better the working conditions of members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$915,865$1,523,496▲ $607,631
Savings and Temporary Cash Investments$1,587,550$1,503,343▼ $84,207
Land, Buildings, and Equipment, Net$1,289,994$1,222,173▼ $67,821
Total Assets$3,793,409$4,253,053▲ $459,644
Other Assets Total-$4,041-
Liabilities
Mortgage Notes Payable Secured by Investment Property$384,996$370,099▼ $14,897
Total Liabilities$384,996$370,099▼ $14,897
Net Assets / Fund Balance
Unrestricted Net Assets$3,408,413$3,882,954▲ $474,541
Total Net Assets Fund Balance$3,408,413$3,882,954▲ $474,541
Total Liabilities and Net Assets / Fund Balance$3,793,409$4,253,053▲ $459,644

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,065,439$506,015$1,571,454
Other Land Buildings$60,752$93,567$154,319
Land$88,000-$88,000
Equipment$7,982$52,521$60,503
Other Assets Org$4,041--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James Harper JrBusiness ManagerFT$126,500$72,495$198,995
Anthony MossVice PresidentFT$97,350$64,184$161,534
Jonathan MorganSecretary TreasurerPT$53,425$33,037$86,462
Mark FreemanPresident-$3,500$910$4,410
Devon RobertsEx Bd-$2,800$728$3,528
Norman ColemanEx Bd-$2,800$728$3,528
Rosco GreenRecording Secretary-$2,800$728$3,528
Creighton RichardsonAuditor-$840$218$1,058
Michael FreemanAuditor-$840$218$1,058
Warren SantoneAuditor-$840$218$1,058
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,634,930
Investment Income
$3,435
Other Revenue
$0
Change in Net Assets
$474,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$597,535
Salaries, Compensation, and Employee Benefits$566,289
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---$293,587
Pension Plan Contributions---$121,105
Other Employee Benefits---$91,900
All Other Expenses---$90,538
Depreciation Depletion---$70,321
Other Expenses$44,743--$44,743
Insurance---$34,452
Other Salaries and Wages---$33,110
Conferences and Meetings---$27,312
Payroll Taxes---$26,587
Fees for Services Accounting---$21,200
Office Expenses---$20,469
Interest---$18,217
Information Technology---$4,357
Advertising---$1,300
Fees for Services Other---$375
Fees for Services Legal---$300
Total Functional Expenses$0$0$0$1,163,824
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Members hold rights to vote to elect members of the governing body.

Member election for additional members Part VI line 7A

Members hold elections to select members of the governing body.

Governing body decisions Part VI line 7B

Decisions made by the governing board are voted on by the membership.

Form 990 governing body review Part VI line 11

Form 990 reviewed prior to signature and filing.

Conflict of interest policy compliance Part VI line 12C

The written conflict of interest policy is included in the code of best practices that is part of the constitution by which our organization is governed. Any member or employee of the organization can contact the liuna (an affilieated organization also governed by the constitution) general president with any complaint arising under the constitution, the code of best practices, or any other disciplinary rule, regulation, practice, or procedure adopted by the liuna general executive board. The code of best practices explains the disciplinary procedure that must be followed when necessary and the independent officers who are entrusted to enforce the code. The us department of labor requires all non-clerical employees to report on form lm-30 potential situations where there may be conflicts of interest. This information os open to the public.

Governing documents etc available to public Part VI line 19

The constituion (governing documents) and code of best practices (conflict of interest policy) is available through the united states department of labor, olms, online public disclosure room. The information is filed under laborers international union of north america, which files the information on behalf of all affiliated organizations. In addition, our organization files an annual financial report with the department of labor which can also be obtained on the online public disclosure room.

Filing and Contact Details

Filer

Filer Name
LOCAL UNION #413
EIN
23-0724885
Address
222 PENN STREET, CHESTER, PA 19013

Signing Officer

Name
Jonathan Morgan
Title
Sec Treasurer
Phone
6108725328
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Harper Jr
Formed
1939
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
0
Employees
12

Preparer

Firm
Perry N Blackman CPA
Address
506 Corporate Drive West, Langhorne, PA 19047
Preparer
Perry N Blackman
Phone
2677570720
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

SEE OVERFLOW STATEMENT

Raw XML Appendix368 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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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt088000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04041
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PREPAID EXPENSES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt060752
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt093567
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0154319
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01222173
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04041
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt071183
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt163604
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES HARPER JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ANTHONY MOSS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0BUSINESS MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS HOLD RIGHTS TO VOTE TO ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS HOLD ELECTIONS TO SELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS MADE BY THE GOVERNING BOARD ARE VOTED ON BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 REVIEWED PRIOR TO SIGNATURE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE WRITTEN CONFLICT OF INTEREST POLICY IS INCLUDED IN THE CODE OF BEST PRACTICES THAT IS PART OF THE CONSTITUTION BY WHICH OUR ORGANIZATION IS GOVERNED. ANY MEMBER OR EMPLOYEE OF THE ORGANIZATION CAN CONTACT THE LIUNA (AN AFFILIEATED ORGANIZATION ALSO GOVERNED BY THE CONSTITUTION) GENERAL PRESIDENT WITH ANY COMPLAINT ARISING UNDER THE CONSTITUTION, THE CODE OF BEST PRACTICES, OR ANY OTHER DISCIPLINARY RULE, REGULATION, PRACTICE, OR PROCEDURE ADOPTED BY THE LIUNA GENERAL EXECUTIVE BOARD. THE CODE OF BEST PRACTICES EXPLAINS THE DISCIPLINARY PROCEDURE THAT MUST BE FOLLOWED WHEN NECESSARY AND THE INDEPENDENT OFFICERS WHO ARE ENTRUSTED TO ENFORCE THE CODE. THE US DEPARTMENT OF LABOR REQUIRES ALL NON-CLERICAL EMPLOYEES TO REPORT ON FORM LM-30 POTENTIAL SITUATIONS WHERE THERE MAY BE CONFLICTS OF INTEREST. THIS INFORMATION OS OPEN TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONSTITUION (GOVERNING DOCUMENTS) AND CODE OF BEST PRACTICES (CONFLICT OF INTEREST POLICY) IS AVAILABLE THROUGH THE UNITED STATES DEPARTMENT OF LABOR, OLMS, ONLINE PUBLIC DISCLOSURE ROOM. THE INFORMATION IS FILED UNDER LABORERS INTERNATIONAL UNION OF NORTH AMERICA, WHICH FILES THE INFORMATION ON BEHALF OF ALL AFFILIATED ORGANIZATIONS. IN ADDITION, OUR ORGANIZATION FILES AN ANNUAL FINANCIAL REPORT WITH THE DEPARTMENT OF LABOR WHICH CAN ALSO BE OBTAINED ON THE ONLINE PUBLIC DISCLOSURE ROOM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SEE OVERFLOW STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0384996
IRS990/TotalLiabilitiesEOYAmt0370099
IRS990/TotalLiabilitiesGrp/BOYAmt0384996
IRS990/TotalLiabilitiesGrp/EOYAmt0370099
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03408413
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03882954
IRS990/TotalOtherCompensationAmt0171572
IRS990/TotalProgramServiceRevenueAmt01634930
IRS990/TotalReportableCompFromOrgAmt0293587
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01638365
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01638365
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03793409
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04253053
IRS990/TotReportableCompRltdOrgAmt00
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ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06108725328
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL UNION #413
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0230724885
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 PENN STREET
ReturnHeader/Filer/USAddress/CityNm0CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C5AA8DD54CDC1F5AE51B6DF01D56CE2D648659A8
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.150.165.121
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTm016:22:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232244789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Perry N Blackman CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0506 Corporate Drive West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Langhorne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019047
ReturnHeader/PreparerPersonGrp/PhoneNum02677570720
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Perry N Blackman
ReturnHeader/ReturnTs02019-11-08T16:21:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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.$8.08$0.20$7.88$2.23$1.88$0.35
2023Detailed filing. Detailed filing data is available for this year.$7.79$0.23$7.55$2.10$1.78$0.32
2022Detailed filing. Detailed filing data is available for this year.$7.46$0.27$7.19$2.81$1.40$1.41
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.34$5.86$2.47$1.32$1.15
2020Detailed filing. Detailed filing data is available for this year.$5.08$0.37$4.72$1.68$1.37$0.31
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.35$4.41$1.82$1.30$0.52
2018Detailed filing. Detailed filing data is available for this year.$4.25$0.37$3.88$1.64$1.16$0.47
2017Detailed filing. Detailed filing data is available for this year.$3.79$0.38$3.41$1.42$1.06$0.36
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.40$3.05$1.21$0.94$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.19$0.41$2.78$1.12$1.01$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.39$2.67$0.94$0.97$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.19$0.45$2.74$0.88$0.93$0.05
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$3.29$0.57$2.72$0.82$0.84$0.02