Civic Intelligence

United Independent Union

990 • Fiscal year 2017 • EIN 23-1722780

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 17, 2017

4937 National StreetPhiladelphia, PA 19135

(215) 338-4150

Siviq Scores

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

Liabilities / Assets

88th percentile

0.24x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.24x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

78th percentile

16%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$124,282

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

0.5%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$674,011

Up $96,630 (+17%) from 2016

Net Assets

Up

$514,631

Up $106,442 (+26%) from 2016

Liabilities

Down

$159,380

Down $9,812 (-5.8%) from 2016

Revenue

Up

$666,174

Up $3,170 (+0.5%) from 2016

Expenses

Down

$559,732

Down $33,705 (-5.7%) from 2016

Net Income

Up

$106,442

Up $36,875 (+53%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $488,264Liabilities 2011: $0Net Assets 2011: $488,2642011Assets 2012: $387,716Liabilities 2012: $15,833Net Assets 2012: $371,8832012Assets 2013: $242,826Liabilities 2013: $0Net Assets 2013: $242,8262013Assets 2014: $542,699Liabilities 2014: $287,549Net Assets 2014: $255,1502014Assets 2015: $517,195Liabilities 2015: $178,573Net Assets 2015: $338,6222015Assets 2016: $577,381Liabilities 2016: $169,192Net Assets 2016: $408,1892016Assets 2017: $674,011Liabilities 2017: $159,380Net Assets 2017: $514,6312017Assets 2018: $713,512Liabilities 2018: $149,034Net Assets 2018: $564,4782018Assets 2019: $785,301Liabilities 2019: $140,058Net Assets 2019: $645,2432019Assets 2020: $755,142Liabilities 2020: $128,531Net Assets 2020: $626,6112020Assets 2021: $665,060Liabilities 2021: $116,474Net Assets 2021: $548,5862021Assets 2022: $615,835Liabilities 2022: $0Net Assets 2022: $615,8352022Assets 2023: $425,278Liabilities 2023: $0Net Assets 2023: $425,2782023Assets 2024: $463,550Liabilities 2024: $0Net Assets 2024: $463,5502024

Highlighted filing

2017

Assets$674,011
Liabilities$159,380
Net Assets$514,631

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $675,441Expenses 2011: $652,935Net Income 2011: $22,5062011Revenue 2012: $651,519Expenses 2012: $767,900Net Income 2012: -$116,3812012Revenue 2013: $546,876Expenses 2013: $675,933Net Income 2013: -$129,0572013Revenue 2014: $605,489Expenses 2014: $593,165Net Income 2014: $12,3242014Revenue 2015: $731,899Expenses 2015: $648,427Net Income 2015: $83,4722015Revenue 2016: $663,004Expenses 2016: $593,437Net Income 2016: $69,5672016Revenue 2017: $666,174Expenses 2017: $559,732Net Income 2017: $106,4422017Revenue 2018: $662,836Expenses 2018: $612,989Net Income 2018: $49,8472018Revenue 2019: $666,547Expenses 2019: $585,782Net Income 2019: $80,7652019Revenue 2020: $578,550Expenses 2020: $612,075Net Income 2020: -$33,5252020Revenue 2021: $509,759Expenses 2021: $587,784Net Income 2021: -$78,0252021Revenue 2022: $601,269Expenses 2022: $534,020Net Income 2022: $67,2492022Revenue 2023: $502,635Expenses 2023: $693,192Net Income 2023: -$190,5572023Revenue 2024: $618,741Expenses 2024: $580,469Net Income 2024: $38,2722024

Highlighted filing

2017

Revenue$666,174
Expenses$559,732
Net Income$106,442
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 17, 2017
Return Version
2016v3.0
Gross Receipts
$666,174
Mission and Program Overview

Mission

To protect and promote the interest of members in connection with their employment and improvement of working conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$408,189$514,631▲ $106,442
Savings and Temporary Cash Investments$279,254$394,628▲ $115,374
Land, Buildings, and Equipment, Net$282,895$274,580▼ $8,315
Cash and Non-Interest-Bearing Accounts$15,232$4,803▼ $10,429
Total Assets$577,381$674,011▲ $96,630
Liabilities
Other Liabilities$169,192$159,380▼ $9,812
Total Liabilities$169,192$159,380▼ $9,812
Net Assets / Fund Balance
Total Net Assets Fund Balance$408,189$514,631▲ $106,442
Total Liabilities and Net Assets / Fund Balance$577,381$674,011▲ $96,630

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$230,893$19,742$250,635
Land$38,240-$38,240
Equipment$5,447$6,198$11,645
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron FergusonPresidentFT$96,600$27,682$124,282
Alexander MaldonadoExec Vice PrFT$76,300$32,665$108,965
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$484,726
Investment Income
$994
Other Revenue
$180,454
Change in Net Assets
$106,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$399,825
Other Expenses$159,907
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---$185,700
Other Salaries and Wages---$87,291
Other Employee Benefits---$60,374
Payments to Affiliates---$40,921
Office Expenses---$33,625
Pension Plan Contributions---$31,800
Payroll Taxes---$23,760
Insurance---$20,961
Conferences and Meetings---$17,220
Comp Disqual Persons---$10,900
Depreciation Depletion---$8,314
Interest---$7,758
Occupancy---$6,602
Fees for Services Accounting---$6,150
Travel---$5,661
Other Expenses---$1,600
Total Functional Expenses$0$0$0$559,732
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
Mortgage Payable$159,380
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
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, Page 6, Part VI, Line 7A

The executive board of affiliate locals 1 & 2 appoint the governing body.

Form 990, Page 6, Part VI, Line 7B

Executive board approve all decisions.

Form 990, Page 6, Part VI, Line 10B

BY-LAWS

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by executive board before it is filed

Form 990, Page 6, Part VI, Line 12C

Conflicts of interest are reviewed annually at board meetings.

Form 990, Page 6, Part VI, Line 15B

Executive board local 1 & 2

Form 990, Page 6, Part VI, Line 19

WWW.GUIDESTAR.ORG

Filing and Contact Details

Filer

Filer Name
United Independent Union
EIN
23-1722780
Phone
2153384150
Address
4937 NATIONAL STREET, PHILADELPHIA, PA 19135

Signing Officer

Name
Ron Ferguson
Title
President
Phone
2153384150
Signed
2017-11-17

Organization Details

Principal Officer
Ron Ferguson
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
0
Employees
10

Preparer

Firm
Baratz & Associates Pa
Address
7 EVES DRIVE SUITE 100, MARLTON, NJ 08053-3196
Preparer
John Fekete CPA
Phone
8569855688
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To protect and promote the interest of members in connection with their employment and improvement working conditions.

Raw XML Appendix343 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROTECT AND PROMOTE THE INTEREST OF MEMBERS IN CONNECTION WITH THEIR EMPLOYMENT AND IMPROVEMENT WORKING CONDITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE BOARD OF AFFILIATE LOCALS 1 & 2 APPOINT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE BOARD APPROVE ALL DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BY-LAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED BY EXECUTIVE BOARD BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFLICTS OF INTEREST ARE REVIEWED ANNUALLY AT BOARD MEETINGS.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd219135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd319135
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt082025
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ALLOCATION PERCENTAGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED INDEPENDENT UNION WELFARE FD
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0577381
IRS990/TotalAssetsEOYAmt0674011
IRS990/TotalAssetsGrp/BOYAmt0577381
IRS990/TotalAssetsGrp/EOYAmt0674011
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0559732
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0169192
IRS990/TotalLiabilitiesEOYAmt0159380
IRS990/TotalLiabilitiesGrp/BOYAmt0169192
IRS990/TotalLiabilitiesGrp/EOYAmt0159380
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0408189
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0514631
IRS990/TotalOtherCompensationAmt060347
IRS990/TotalProgramServiceRevenueAmt0484726
IRS990/TotalReportableCompFromOrgAmt0172900
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0666174
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0666174
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0577381
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0674011
IRS990/TravelGrp/TotalAmt05661
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RON FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02153384150
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED INDEPENDENT UNION
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0231722780
ReturnHeader/Filer/PhoneNum02153384150
ReturnHeader/Filer/USAddress/AddressLine1Txt04937 NATIONAL STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019135
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07860AAC23DED494199A0126DADFDF65ED399F2CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0469661B0ED90E3206E7909E1C3F33E4BD651B080
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222212404
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARATZ & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 EVES DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARLTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0080533196
ReturnHeader/PreparerPersonGrp/PhoneNum08569855688
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN FEKETE CPA
ReturnHeader/ReturnTs02017-12-05T09:57:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$6.19$5.80$0.38
2023Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$5.03$6.93$1.91
2022Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$6.01$5.34$0.67
2021Detailed filing. Detailed filing data is available for this year.$6.65$1.16$5.49$5.10$5.88$0.78
2020Detailed filing. Detailed filing data is available for this year.$7.55$1.29$6.27$5.79$6.12$0.34
2019Detailed filing. Detailed filing data is available for this year.$7.85$1.40$6.45$6.67$5.86$0.81
2018Detailed filing. Detailed filing data is available for this year.$7.14$1.49$5.64$6.63$6.13$0.50
2017Detailed filing. Detailed filing data is available for this year.$6.74$1.59$5.15$6.66$5.60$1.06
2016Detailed filing. Detailed filing data is available for this year.$5.77$1.69$4.08$6.63$5.93$0.70
2015Detailed filing. Detailed filing data is available for this year.$5.17$1.79$3.39$7.32$6.48$0.83
2014Detailed filing. Detailed filing data is available for this year.$5.43$2.88$2.55$6.05$5.93$0.12
2013Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$5.47$6.76$1.29
2012Summary only. Only limited summary data is available for this year.$3.88$0.16$3.72$6.52$7.68$1.16
2011Summary only. Only limited summary data is available for this year.$4.88$0.00$4.88$6.75$6.53$0.23