Civic Intelligence

Pennsylvania Joint Board Workers United Seiu

990 • Fiscal year 2019 • EIN 23-2929642

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

5050 W Tilghman St No 450Allentown, PA 18104-9153

(610) 433-7445

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Net Margin

13th percentile

-4.1%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$182,344

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2019

Asset Growth

18th percentile

-1.2%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-17%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Down

$8,965,286

Down $106,636 (-1.2%) from 2018

Net Assets

Down

$8,939,916

Down $106,826 (-1.2%) from 2018

Liabilities

Up

$25,370

Up $190 (+0.8%) from 2018

Revenue

Down

$2,849,413

Down $565,390 (-17%) from 2018

Expenses

Up

$2,966,873

Up $283,327 (+11%) from 2018

Net Income

Down

-$117,460

Down $848,717 (-116%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $8,751,688Liabilities 2010: $545,278Net Assets 2010: $8,206,4102010Assets 2011: $8,134,633Liabilities 2011: $33,341Net Assets 2011: $8,101,2922011Assets 2012: $7,827,504Liabilities 2012: $27,396Net Assets 2012: $7,800,1082012Assets 2013: $7,914,086Liabilities 2013: $26,405Net Assets 2013: $7,887,6812013Assets 2014: $8,293,736Liabilities 2014: $25,417Net Assets 2014: $8,268,3192014Assets 2015: $8,626,933Liabilities 2015: $184,469Net Assets 2015: $8,442,4642015Assets 2016: $8,108,906Liabilities 2016: $49,372Net Assets 2016: $8,059,5342016Assets 2017: $7,939,723Liabilities 2017: $26,508Net Assets 2017: $7,913,2152017Assets 2018: $9,071,922Liabilities 2018: $25,180Net Assets 2018: $9,046,7422018Assets 2019: $8,965,286Liabilities 2019: $25,370Net Assets 2019: $8,939,9162019Assets 2020: $9,779,163Liabilities 2020: $24,890Net Assets 2020: $9,754,2732020Assets 2021: $10,278,700Liabilities 2021: $25,310Net Assets 2021: $10,253,3902021Assets 2022: $9,887,547Liabilities 2022: $26,064Net Assets 2022: $9,861,4832022Assets 2023: $10,126,762Liabilities 2023: $9,460Net Assets 2023: $10,117,3022023Assets 2024: $11,041,671Liabilities 2024: $23,169Net Assets 2024: $11,018,5022024

Highlighted filing

2019

Assets$8,965,286
Liabilities$25,370
Net Assets$8,939,916

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $3,025,516Expenses 2010: $2,793,055Net Income 2010: $232,4612010Expenses 2011: $2,671,8832011Expenses 2012: $2,486,5242012Revenue 2013: $2,404,844Expenses 2013: $2,305,688Net Income 2013: $99,1562013Revenue 2014: $2,772,866Expenses 2014: $2,399,468Net Income 2014: $373,3982014Revenue 2015: $2,786,244Expenses 2015: $2,606,688Net Income 2015: $179,5562015Revenue 2016: $2,551,410Expenses 2016: $2,933,107Net Income 2016: -$381,6972016Revenue 2017: $2,651,655Expenses 2017: $2,808,577Net Income 2017: -$156,9222017Revenue 2018: $3,414,803Expenses 2018: $2,683,546Net Income 2018: $731,2572018Revenue 2019: $2,849,413Expenses 2019: $2,966,873Net Income 2019: -$117,4602019Revenue 2020: $2,830,008Expenses 2020: $2,323,001Net Income 2020: $507,0072020Revenue 2021: $3,260,717Expenses 2021: $2,703,616Net Income 2021: $557,1012021Revenue 2022: $3,319,503Expenses 2022: $3,286,472Net Income 2022: $33,0312022Revenue 2023: $3,508,943Expenses 2023: $3,336,963Net Income 2023: $171,9802023Revenue 2024: $4,270,335Expenses 2024: $3,299,202Net Income 2024: $971,1332024

Highlighted filing

2019

Revenue$2,849,413
Expenses$2,966,873
Net Income-$117,460
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.1
Gross Receipts
$2,849,413
Mission and Program Overview

Mission

Pennsylvania joint board, worker united's objectives shall be to unite all workers within its jurisdiction, regardless of race, religion or creed, color, national origin, sex, age, disability, marital status, sexual preference or orientation, gender identification or citizenship status. Some of the important purposes are as follows:(i)to organize unorganized workers;(ii)to improve the working conditions, terms of employment and welfare of such workers, increase their job security, and assure full employment;(iii)to establish and maintain collective bargaining throughout the trades and industries within its jurisdiction; and to present, adjust and settle bona fide grievances against employers, through all lawful means, including strike action;(iv)to advance the economic, social and political interests of workers united, its affiliates, their members and their dependents;(v)to facilitate the moral and social advancement of its members' condition and status in life;

Pennsylvania joint board, workers united's objectives shall be to unite all workers within its jurisdiction, regardless of race, religion or creed, color, national origin, sex, age, disability, marital status, sexual preference or orientation, gender identification or citizenship status. Some of the important purposes are as follows:(i)to organize unorganized workers;(ii)to improve the working conditions, terms of employment and welfare of such workers, increase their job security, and assure full employment;(iii)to establish and maintain collective bargaining throughout the trades and industries within its jurisdiction; and to present, adjust and settle bona fide grievances against employers, through all lawful means, including strike action;(iv)to advance the economic, social and political interests of workers united, its affiliates, their members and their dependents;(v)to facilitate the moral and social advancement of its members' condition and status in life;

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,537,960$5,606,066▲ $68,106
Savings and Temporary Cash Investments$3,515,298$2,986,047▼ $529,251
Investments Other Securities-$210,000-
Land, Buildings, and Equipment, Net$0$120,791▲ $120,791
Cash and Non-Interest-Bearing Accounts$3,409$1,548▼ $1,861
Total Assets$9,071,922$8,965,286▼ $106,636
Other Assets Total$15,255$40,834▲ $25,579
Liabilities
Other Liabilities$25,034$24,703▼ $331
Accounts Payable and Accrued Expenses$146$667▲ $521
Total Liabilities$25,180$25,370▲ $190
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,046,742$8,939,916▼ $106,826
Total Net Assets Fund Balance$9,046,742$8,939,916▼ $106,826
Total Liabilities and Net Assets / Fund Balance$9,071,922$8,965,286▼ $106,636

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$79,427$3,413$82,840
Equipment$41,364$5,383$46,747
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David MelmanManagerFT$136,461$45,883$182,344
Kwan LouieControllerFT$123,797$42,213$166,010
Jocelyn LunneyAssociate ManagerFT$101,634$40,401$142,035
John ThomasPresident-$2,652-$2,652
Lois GenselVice President-$2,095-$2,095
Joseph ByankVice President (p)-$2,009-$2,009
Kelli TrentVice President-$1,660-$1,660
Alejandro MatosVice President-$1,499-$1,499
David LeeVice President (p)-$994-$994
Miranda ChemchickVice President-$850-$850
Samuel PattiVice President (p)-$651-$651
Patricia MohnVice President-$623-$623
Ronald LabarSecretary-$544-$544
John L Cochran JrVice President-$472-$472
Marie DelgadoVice President (p)-$343-$343
Lori HertzogVice President-$319-$319
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,626,420
Investment Income
$222,993
Other Revenue
$0
Change in Net Assets
$-117,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,550,387
Other Expenses$1,409,028
Grants and Similar Amounts Paid$7,458
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$792,619
Payments to Affiliates---$772,956
Current Officers, Directors, Trustees, and Key Employees---$358,478
Other Employee Benefits---$216,185
Travel---$144,908
Conferences and Meetings---$122,823
Payroll Taxes---$94,633
Pension Plan Contributions---$88,472
Office Expenses---$61,854
Occupancy---$55,039
Fees for Services Legal---$54,816
Fees for Services Other---$30,849
Fees for Services Accounting---$28,000
Insurance---$13,955
Advertising---$10,277
Information Technology---$10,033
Depreciation Depletion---$7,902
Grants to Domestic Orgs---$7,458
All Other Expenses---$5,190
Other Expenses---$3,394
Total Functional Expenses$0$0$0$2,966,873
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alico Service CorpRelated Organization Penn. Jt. Board, David Melman Is Board of DirectorSeries a Perpetual Cumulative Convertible Preferred StockNo$210,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Outsourcing Payments$24,703
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Pennsylvania joint board, workers united is a membership organization. Membership to pennsylvania joint board, workers united is discussed in article x of its constitution which is available upon request.

Form 990, Part VI, Section A, Line 7A

Election of pennsylvania joint board, workers united's officers is discussed in article vii of its constitution which is available upon request.

Form 990, Part VI, Section B, Line 11B

Pennsylvania joint board, workers united's form 990 is prepared by its independent public accountant who then forwards the completed return to the organization's administrator for review prior to filing. There was not an opportunity to present to governing body prior to filing.

Form 990, Part VI, Section C, Line 19

Pennsylvania joint board, workers united's governing documents and financial staements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pennsylvania Joint Board Workers United
EIN
23-2929642
Phone
6104337445
Address
5050 W TILGHMAN ST NO 450, ALLENTOWN, PA 18104-9153

Signing Officer

Name
David Melman
Title
Manager
Phone
6104337445
Signed
2020-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Melman
Formed
1998
Legal Domicile
Pa
Voting Board Members
65
Independent Board Members
54
Employees
176
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

Pennsylvania joint board, workers united's financial statements are prepared using the modified cash basis of accounting.

FORM 990, PART XII, LINE 2C:

Pennsylvania joint board, workers united's officers are responsible for overseeing the financial statement compilation and selection of the independent accountant that performs the audit.

Financial Statement Notes

PART X, LINE 2:

Management is required to evaluate tax positions taken by the joint board and recognize a tax liability if the joint board has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state or local taxing authorities. The joint board is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the joint board.

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IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15CONTROLLER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt065
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07458
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02849413
IRS990/GroupExemptionNum05890
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt054
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt010033
IRS990/InsuranceGrp/TotalAmt013955
IRS990/InvestmentIncomeGrp/ExclusionAmt0222993
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0222993
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0210000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05537960
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05606066
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08796
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0120791
IRS990/LandBldgEquipCostOrOtherBssAmt0129587
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PENNSYLVANIA JOINT BOARD, WORKER UNITED'S OBJECTIVES SHALL BE TO UNITE ALL WORKERS WITHIN ITS JURISDICTION, REGARDLESS OF RACE, RELIGION OR CREED, COLOR, NATIONAL ORIGIN, SEX, AGE, DISABILITY, MARITAL STATUS, SEXUAL PREFERENCE OR ORIENTATION, GENDER IDENTIFICATION OR CITIZENSHIP STATUS. SOME OF THE IMPORTANT PURPOSES ARE AS FOLLOWS:(I)TO ORGANIZE UNORGANIZED WORKERS;(II)TO IMPROVE THE WORKING CONDITIONS, TERMS OF EMPLOYMENT AND WELFARE OF SUCH WORKERS, INCREASE THEIR JOB SECURITY, AND ASSURE FULL EMPLOYMENT;(III)TO ESTABLISH AND MAINTAIN COLLECTIVE BARGAINING THROUGHOUT THE TRADES AND INDUSTRIES WITHIN ITS JURISDICTION; AND TO PRESENT, ADJUST AND SETTLE BONA FIDE GRIEVANCES AGAINST EMPLOYERS, THROUGH ALL LAWFUL MEANS, INCLUDING STRIKE ACTION;(IV)TO ADVANCE THE ECONOMIC, SOCIAL AND POLITICAL INTERESTS OF WORKERS UNITED, ITS AFFILIATES, THEIR MEMBERS AND THEIR DEPENDENTS;(V)TO FACILITATE THE MORAL AND SOCIAL ADVANCEMENT OF ITS MEMBERS' CONDITION AND STATUS IN LIFE;
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09046742
IRS990/NetAssetsOrFundBalancesEOYAmt08939916
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010634
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09046742
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08939916
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt055039
IRS990/OfficeExpensesGrp/TotalAmt061854
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015255
IRS990/OtherAssetsTotalGrp/EOYAmt040834
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0216185
IRS990/OtherExpensesGrp/Desc0STEWARDS EXPENSES
IRS990/OtherExpensesGrp/Desc1NEGOTIATION EXPENSE
IRS990/OtherExpensesGrp/Desc2EDUCATION EXPENSE
IRS990/OtherExpensesGrp/Desc3RALLY EXPENSES
IRS990/OtherExpensesGrp/TotalAmt044905
IRS990/OtherExpensesGrp/TotalAmt131092
IRS990/OtherExpensesGrp/TotalAmt211035
IRS990/OtherExpensesGrp/TotalAmt33394
IRS990/OtherLiabilitiesGrp/BOYAmt025034
IRS990/OtherLiabilitiesGrp/EOYAmt024703
IRS990/OtherSalariesAndWagesGrp/TotalAmt0792619
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0772956
IRS990/PayrollTaxesGrp/TotalAmt094633
IRS990/PensionPlanContributionsGrp/TotalAmt088472
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID MELMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1REIMBURSED SHARED EXPE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02503354
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1123066
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02503354
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1123066
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt05824
IRS990/PYInvestmentIncomeAmt0795981
IRS990/PYOtherExpensesAmt01246198
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02618822
IRS990/PYRevenuesLessExpensesAmt0731257
IRS990/PYSalariesCompEmpBnftPaidAmt01431524
IRS990/PYTotalExpensesAmt02683546
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03414803
IRS990/ReconcilationRevenueExpnssAmt0-117460
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03515298
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02986047
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt041364
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05383
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046747
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt079427
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03413
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt082840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024703
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OUTSOURCING PAYMENTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE JOINT BOARD AND RECOGNIZE A TAX LIABILITY IF THE JOINT BOARD HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE OR LOCAL TAXING AUTHORITIES. THE JOINT BOARD IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE JOINT BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0120791
IRS990ScheduleD/TotalLiabilityAmt024703
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FINANCE COMMITTEE MEETS ON A PERIODIC BASIS TO REVIEW ALL INVOICES THAT HAVE BEEN PAID. THIS PROCEDURE IS NOTED AT THE EXECUTIVE BOARD MEETINGS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES SPECIAL RELIEF CONTRIBUTIONS AND SOCIAL SERVICE CONTRIBUTIONS TO WORKERS UNITED ORGANIZATIONS FROM REQUESTS FOR FINANCIAL ASSISTENCE DUE TO WEATHER RELATED OR OTHER REQUEST FROM HARDSHIP FOR FINANCIAL ASSISTANCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART IX, LINE 1:
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0136461
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1123797
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt020341
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt117001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt025542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt125212
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID MELMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KWAN LOUIE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CONTROLLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0182344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1166010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ALICO SERVICE CORP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0RELATED ORGANIZATION PENN. JT. BOARD, DAVID MELMAN IS BOARD OF DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0210000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SERIES A PERPETUAL CUMULATIVE CONVERTIBLE PREFERRED STOCK
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PENNSYLVANIA JOINT BOARD, WORKERS UNITED IS A MEMBERSHIP ORGANIZATION. MEMBERSHIP TO PENNSYLVANIA JOINT BOARD, WORKERS UNITED IS DISCUSSED IN ARTICLE X OF ITS CONSTITUTION WHICH IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTION OF PENNSYLVANIA JOINT BOARD, WORKERS UNITED'S OFFICERS IS DISCUSSED IN ARTICLE VII OF ITS CONSTITUTION WHICH IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PENNSYLVANIA JOINT BOARD, WORKERS UNITED'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE ORGANIZATION'S ADMINISTRATOR FOR REVIEW PRIOR TO FILING. THERE WAS NOT AN OPPORTUNITY TO PRESENT TO GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PENNSYLVANIA JOINT BOARD, WORKERS UNITED'S GOVERNING DOCUMENTS AND FINANCIAL STAEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PENNSYLVANIA JOINT BOARD, WORKERS UNITED'S FINANCIAL STATEMENTS ARE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PENNSYLVANIA JOINT BOARD, WORKERS UNITED'S OFFICERS ARE RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT COMPILATION AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNION WELFARE ASSOCIATES OF LEHIGH VALLEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PENNSYLVANIA JOINT BOARD WORKERS UNITED PAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231392606
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1232929642
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1SECTION 527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION BUILDING CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1POLITICAL ACTION COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05050 W TILGHMAN ST SUITE 450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15050 W TILGHMAN ST SUITE 450
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALLENTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ALLENTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0181049153
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1181049153
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.02$11.0$4.27$3.30$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.01$10.1$3.51$3.34$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.89$0.03$9.86$3.32$3.29$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.03$10.3$3.26$2.70$0.56
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.78$0.02$9.75$2.83$2.32$0.51
2019Detailed filing. Detailed filing data is available for this year.$8.97$0.03$8.94$2.85$2.97$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.07$0.03$9.05$3.41$2.68$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.94$0.03$7.91$2.65$2.81$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.05$8.06$2.55$2.93$0.38
2015Detailed filing. Detailed filing data is available for this year.$8.63$0.18$8.44$2.79$2.61$0.18
2014Detailed filing. Detailed filing data is available for this year.$8.29$0.03$8.27$2.77$2.40$0.37
2013Detailed filing. Detailed filing data is available for this year.$7.91$0.03$7.89$2.40$2.31$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$0.03$7.80$2.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$0.03$8.10$2.67
2010Summary only. Only limited summary data is available for this year.$8.75$0.55$8.21$3.03$2.79$0.23