Civic Intelligence

Lower Merion Township Workers Assoc

990EZ • Fiscal year 2018 • EIN 23-2042188

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 29, 2019

Organization ProfileN/A
770 Mount Moro RoadVillanova, PA 19085

(610) 645-6113

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

88th percentile

25%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$1,794

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

6.4%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

47th percentile

-0.8%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$130,003

Up $7,797 (+6.4%) from 2017

Net Assets

Up

$130,003

Up $7,797 (+6.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$31,008

Down $251 (-0.8%) from 2017

Expenses

Up

$23,211

Up $1,051 (+4.7%) from 2017

Net Income

Down

$7,797

Down $1,302 (-14%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$300K$200K$100K$0Assets 2012: $103,269Net Assets 2012: $103,2692012Assets 2013: $103,601Net Assets 2013: $103,6012013Assets 2014: $105,222Net Assets 2014: $105,2222014Assets 2015: $112,610Net Assets 2015: $112,6102015Assets 2016: $113,107Net Assets 2016: $113,1072016Assets 2017: $122,206Net Assets 2017: $122,2062017Assets 2018: $130,003Net Assets 2018: $130,0032018Assets 2019: $143,311Net Assets 2019: $143,3112019Assets 2020: $152,929Net Assets 2020: $152,9292020Assets 2021: $168,084Net Assets 2021: $168,0842021Assets 2022: $178,841Net Assets 2022: $178,8412022Assets 2023: $188,407Net Assets 2023: $188,4072023Assets 2024: $201,037Net Assets 2024: $201,0372024Assets 2025: $209,919Net Assets 2025: $209,9192025

Highlighted filing

2018

Assets$130,003
Liabilities-
Net Assets$130,003
Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $22,820Expenses 2012: $24,613Net Income 2012: -$1,7932012Revenue 2013: $21,413Expenses 2013: $21,081Net Income 2013: $3322013Revenue 2014: $21,936Expenses 2014: $20,315Net Income 2014: $1,6212014Revenue 2015: $22,641Expenses 2015: $15,253Net Income 2015: $7,3882015Revenue 2016: $22,216Expenses 2016: $21,719Net Income 2016: $4972016Revenue 2017: $31,259Expenses 2017: $22,160Net Income 2017: $9,0992017Revenue 2018: $31,008Expenses 2018: $23,211Net Income 2018: $7,7972018Revenue 2019: $35,352Expenses 2019: $22,044Net Income 2019: $13,3082019Revenue 2020: $31,815Expenses 2020: $22,197Net Income 2020: $9,6182020Revenue 2021: $31,265Expenses 2021: $16,110Net Income 2021: $15,1552021Revenue 2022: $30,484Expenses 2022: $19,727Net Income 2022: $10,7572022Revenue 2023: $30,770Expenses 2023: $21,204Net Income 2023: $9,5662023Revenue 2024: $30,793Expenses 2024: $18,163Net Income 2024: $12,6302024Revenue 2025: $29,827Expenses 2025: $20,945Net Income 2025: $8,8822025

Highlighted filing

2018

Revenue$31,008
Expenses$23,211
Net Income$7,797
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 29, 2019
Return Version
2018v3.1
Gross Receipts
$31,008
Mission and Program Overview

Mission

Collective bargaining representative

Program Services

DescriptionGrantsExpenses
COLLECTIVE BARGAINING BENEFIT FOR MEMBERS--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES GREGORYVice-Preside-$1,794-$1,794
GARY GRATOPresident-$1,750-$1,750
JOHN MCGINTYTreasurer-$1,649-$1,649
CYDNEE BAFFASecretary-$1,350-$1,350
LOUIS WILLIAMSExecutive Bo-$400-$400
JORDAN JACKSONExecutive Bo-$400-$400
Filing and Contact Details

Filer

Filer Name
Lower Merion Township Workers Assoc
EIN
23-2042188
Phone
6106456113
Address
770 MOUNT MORO ROAD, VILLANOVA, PA 19085

Signing Officer

Name
John Mcginty
Title
Treasurer
Phone
6106456113
Signed
2019-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Sklar Carmosin & Company
Address
801 OLD YORK RD STE 402, JENKINTOWN, PA 19046
Preparer
Stephen J Smart
Phone
2158855811
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 106 holiday gifts 4,750 board meeting expenses 38 insurance 2,753 steward training 900 tax penalty 1,246 total 9,793”

Form 990-ez, Part II, Line 24

“Bank error refund receivable 0 1,415 total 0 1,415”

Raw XML Appendix113 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt01800
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN MCGINTY
IRS990EZ/BooksInCareOfDetail/PhoneNum06106456113
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0770 MOUNT MORO ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VILLANOVA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019085
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0122206
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128588
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07797
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04275
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0122206
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0130003
IRS990EZ/GrossReceiptsAmt031008
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0386
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030622
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0122206
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0130003
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0122206
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0130003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11794
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31649
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY GRATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES GREGORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYDNEE BAFFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN MCGINTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LOUIS WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JORDAN JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE BO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE BO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01415
IRS990EZ/OtherExpensesTotalAmt09793
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COLLECTIVE BARGAINING REPRESENTATIVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTIVE BARGAINING BENEFIT FOR MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07343
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023211
IRS990EZ/TotalRevenueAmt031008
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 106 HOLIDAY GIFTS 4,750 BOARD MEETING EXPENSES 38 INSURANCE 2,753 STEWARD TRAINING 900 TAX PENALTY 1,246 TOTAL 9,793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK ERROR REFUND RECEIVABLE 0 1,415 TOTAL 0 1,415
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MCGINTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106456113
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER MERION TOWNSHIP WORKERS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0232042188
ReturnHeader/Filer/PhoneNum06106456113
ReturnHeader/Filer/USAddress/AddressLine1Txt0770 MOUNT MORO ROAD
ReturnHeader/Filer/USAddress/CityNm0VILLANOVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019085
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9729576AD788AD5DCE29B014CEEAF7E8FC491DB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D9729576AD788AD5DCE29B014CEEAF7E8FC491DB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.52.203.2
ReturnHeader/FilingSecurityInformation/IPDt02019-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:52:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231285212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKLAR CARMOSIN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 OLD YORK RD STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158855811
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN J SMART
ReturnHeader/ReturnTs02019-05-02T13:52:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,003
Liabilities
-
Net assets
$130,003
Revenue
$31,008
Expenses
$23,211
Net income
$7,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.10$2.10$0.30$0.21$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.01$2.01$0.31$0.18$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.31$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.79$1.79$0.30$0.20$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.68$1.68$0.31$0.16$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.32$0.22$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.35$0.22$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.31$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.31$0.22$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.22$0.22$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.23$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.22$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.21$0.21$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.23$0.25$0.02