Civic Intelligence

American Postal Workers Union Sacramento Area Local 66

990 • Fiscal year 2022 • EIN 23-7016872

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

5301 Madison Ave Rm/Ste 202Sacramento, CA 95841

(916) 927-6896

Siviq Scores

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

Liabilities / Assets

75th percentile

0.04x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Net Margin

15th percentile

-12%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

77th percentile

$87,838

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Asset Growth

15th percentile

-11%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

9.3%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$639,419

Down $79,264 (-11%) from 2021

Net Assets

Down

$615,654

Down $88,214 (-13%) from 2021

Liabilities

Up

$23,765

Up $8,950 (+60%) from 2021

Revenue

Up

$699,463

Up $59,685 (+9.3%) from 2021

Expenses

Up

$782,970

Up $264,776 (+51%) from 2021

Net Income

Down

-$83,507

Down $205,091 (-169%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $424,003Liabilities 2010: $7,991Net Assets 2010: $416,0122010Assets 2011: $454,143Liabilities 2011: $14,280Net Assets 2011: $439,8632011Assets 2012: $500,406Liabilities 2012: $1,057Net Assets 2012: $499,3492012Assets 2013: $565,121Liabilities 2013: $19,325Net Assets 2013: $545,7962013Assets 2014: $617,377Liabilities 2014: $27,003Net Assets 2014: $590,3742014Assets 2015: $595,718Liabilities 2015: $40,612Net Assets 2015: $555,1062015Assets 2016: $554,573Liabilities 2016: $5,168Net Assets 2016: $549,4052016Assets 2017: $622,353Liabilities 2017: $11,276Net Assets 2017: $611,0772017Assets 2018: $645,664Liabilities 2018: $13,737Net Assets 2018: $631,9272018Assets 2019: $512,926Liabilities 2019: $0Net Assets 2019: $512,9262019Assets 2020: $607,676Liabilities 2020: $23,634Net Assets 2020: $584,0422020Assets 2021: $718,683Liabilities 2021: $14,815Net Assets 2021: $703,8682021Assets 2022: $639,419Liabilities 2022: $23,765Net Assets 2022: $615,6542022Assets 2023: $722,312Liabilities 2023: $33,052Net Assets 2023: $689,2602023Assets 2024: $731,255Liabilities 2024: $33,511Net Assets 2024: $697,7442024

Highlighted filing

2022

Assets$639,419
Liabilities$23,765
Net Assets$615,654

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $516,0682010Expenses 2011: $508,1632011Expenses 2012: $487,0012012Revenue 2013: $535,668Expenses 2013: $486,783Net Income 2013: $48,8852013Revenue 2014: $527,947Expenses 2014: $485,784Net Income 2014: $42,1632014Revenue 2015: $528,298Expenses 2015: $592,823Net Income 2015: -$64,5252015Revenue 2016: $556,484Expenses 2016: $553,291Net Income 2016: $3,1932016Revenue 2017: $593,092Expenses 2017: $522,094Net Income 2017: $70,9982017Revenue 2018: $594,226Expenses 2018: $560,921Net Income 2018: $33,3052018Revenue 2019: $590,273Expenses 2019: $706,369Net Income 2019: -$116,0962019Revenue 2020: $603,682Expenses 2020: $518,292Net Income 2020: $85,3902020Revenue 2021: $639,778Expenses 2021: $518,194Net Income 2021: $121,5842021Revenue 2022: $699,463Expenses 2022: $782,970Net Income 2022: -$83,5072022Revenue 2023: $749,767Expenses 2023: $674,572Net Income 2023: $75,1952023Revenue 2024: $860,961Expenses 2024: $852,477Net Income 2024: $8,4842024

Highlighted filing

2022

Revenue$699,463
Expenses$782,970
Net Income-$83,507
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$699,463
Mission and Program Overview

Mission

Labor organization representing postal employees for better working conditions and wages.

The mission of the organization is to organize all workers for the economic, social and moral advancement of their condition and status.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$452,977$451,779▼ $1,198
Land, Buildings, and Equipment, Net$161,230$153,512▼ $7,718
Cash and Non-Interest-Bearing Accounts$104,476$34,128▼ $70,348
Total Assets$718,683$639,419▼ $79,264
Liabilities
Accounts Payable and Accrued Expenses$14,815$23,765▲ $8,950
Total Liabilities$14,815$23,765▲ $8,950
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$703,868$615,654▼ $88,214
Total Net Assets Fund Balance$703,868$615,654▼ $88,214
Total Liabilities and Net Assets / Fund Balance$718,683$639,419▼ $79,264

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$84,524$239,366$323,890
Land$68,988-$68,988
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bryan K EmbryPresidentFT$87,838$87,838
Robert RodriguezVice PresideFT$84,737$84,737
Geraldine WaldonTreasurerPT$17,693$17,693
David AlbaClerk CraftPT$15,897$15,897
Michelle DawsonLeg DirectorPT$13,182$13,182
Scott VredenburgMvs Director-$12,099$12,099
Joshua PottsMaint DirectPT$10,013$10,013
Jose EstesTrustee-$8,272$8,272
Ronald SlayTrusteePT$7,447$7,447
Lindsey KozlowskiHr DirectorPT$3,415$3,415
Phillip ZeppMvs-$651$651
Ricardo BarrentoDirectorPT$572$572
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$697,131
Investment Income
$934
Other Revenue
$1,398
Change in Net Assets
$-83,507

Audited Revenue Reconciliation

Revenue per Audited Statements
$699,463
Total Revenue per Audited Statements
$699,463
Total Revenue per Form 990
$699,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$485,002
Other Expenses$297,968
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$262,221--$262,221
Office Expenses$86,021--$86,021
Other Salaries and Wages$85,385--$85,385
Comp Disqual Persons$52,949--$52,949
Conferences and Meetings$38,368--$38,368
Other Employee Benefits$34,944--$34,944
Payroll Taxes$34,527--$34,527
Travel$33,000--$33,000
Information Technology$22,836--$22,836
Advertising$19,787--$19,787
Fees for Services Accounting$18,655--$18,655
Pension Plan Contributions$14,976--$14,976
Occupancy$11,682--$11,682
Payments to Affiliates$9,937--$9,937
Insurance$9,546--$9,546
Fees for Services Other$6,842--$6,842
Other Expenses$5,600--$5,600
Fees for Services Legal$5,319--$5,319
All Other Expenses$4,289--$4,289
Depreciation Depletion$3,012--$3,012
Total Functional Expenses$782,970$0$0$782,970

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$787,677
Expenses per Audited Statements$782,970
Total Expenses per Form 990$782,970
Expenses Not Reported on Form 990$4,707
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
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
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, Page 6, Part VI, Line 11B

The 990 preparation is compared to the annual audited financial statement for the year then ended.

Form 990, Page 6, Part VI, Line 19

Local's documents are only available to its members and its national organization.

Filing and Contact Details

Filer

Filer Name
American Postal Workers Union
EIN
23-7016872
Phone
9169276896
Address
5301 MADISON AVE RM/STE 202, SACRAMENTO, CA 95841

Signing Officer

Name
Geraldine Waldon
Title
Treasurer
Phone
9169276896
Signed
2023-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan K Embry
Formed
1971
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
0
Employees
45

Preparer

Firm
Buster Donelson CPA
Address
18831 MT MORGAN CIRCLE, FOUNTAIN VALLEY, CA 92708-6517
Preparer
Buster Donelson CPA
Phone
7142962640
Supplemental Narrative

Additional Explanations

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

Labor organization for the betterment of its members for work conditions and wages.

Form 990, Part XI, Line 9

Per capita tax 0 aba insurance 0 per capita tax 0 aba insurance 0 book / tax depreciation difference -4,707 total -4,707

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

Per capita tax 0 aba insurance 0

Schedule D, Page 4, Part XII, Line 2D

Book / tax depreciation difference 4,707

Schedule D, Page 4, Part XII, Line 4B

Per capita tax 0 aba insurance 0

Raw XML Appendix378 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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IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0697131
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0697131
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LABOR ORGANIZATION FOR THE BETTERMENT OF ITS MEMBERS FOR WORK CONDITIONS AND WAGES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0529
IRS990/PYOtherExpensesAmt0174589
IRS990/PYOtherRevenueAmt02916
IRS990/PYProgramServiceRevenueAmt0636333
IRS990/PYRevenuesLessExpensesAmt0121584
IRS990/PYSalariesCompEmpBnftPaidAmt0343605
IRS990/PYTotalExpensesAmt0518194
IRS990/PYTotalRevenueAmt0639778
IRS990/ReconcilationRevenueExpnssAmt0-83507
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0452977
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0451779
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt084524
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0239366
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0323890
IRS990ScheduleD/ExpensesNotReportedAmt04707
IRS990ScheduleD/ExpensesSubtotalAmt0782970
IRS990ScheduleD/LandGrp/BookValueAmt068988
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt068988
IRS990ScheduleD/OtherExpensesIncludedAmt04707
IRS990ScheduleD/RevenueSubtotalAmt0699463
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PER CAPITA TAX 0 ABA INSURANCE 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE 4,707
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2PER CAPITA TAX 0 ABA INSURANCE 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0153512
IRS990ScheduleD/TotalExpensesPerForm990Amt0782970
IRS990ScheduleD/TotalRevenuePerForm990Amt0699463
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0699463
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0787677
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LABOR ORGANIZATION FOR THE BETTERMENT OF ITS MEMBERS FOR WORK CONDITIONS AND WAGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 PREPARATION IS COMPARED TO THE ANNUAL AUDITED FINANCIAL STATEMENT FOR THE YEAR THEN ENDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOCAL'S DOCUMENTS ARE ONLY AVAILABLE TO ITS MEMBERS AND ITS NATIONAL ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PER CAPITA TAX 0 ABA INSURANCE 0 PER CAPITA TAX 0 ABA INSURANCE 0 BOOK / TAX DEPRECIATION DIFFERENCE -4,707 TOTAL -4,707
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0718683
IRS990/TotalAssetsEOYAmt0639419
IRS990/TotalAssetsGrp/BOYAmt0718683
IRS990/TotalAssetsGrp/EOYAmt0639419
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt045
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0782970
IRS990/TotalFunctionalExpensesGrp/TotalAmt0782970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014815
IRS990/TotalLiabilitiesEOYAmt023765
IRS990/TotalLiabilitiesGrp/BOYAmt014815
IRS990/TotalLiabilitiesGrp/EOYAmt023765
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0703868
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0615654
IRS990/TotalProgramServiceRevenueAmt0697131
IRS990/TotalReportableCompFromOrgAmt0261816
IRS990/TotalRevenueGrp/ExclusionAmt0699463
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0699463
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0718683
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0639419
IRS990/TravelGrp/ProgramServicesAmt033000
IRS990/TravelGrp/TotalAmt033000
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt05301 MADISON AVE STE 202
IRS990/USAddress/CityNm0SACREMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095841
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALDINE WALDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09169276896
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN POSTAL WORKERS UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SACRAMENTO AREA LOCAL 66
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0237016872
ReturnHeader/Filer/PhoneNum09169276896
ReturnHeader/Filer/USAddress/AddressLine1Txt05301 MADISON AVE RM/STE 202
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095841
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330930449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSTER DONELSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018831 MT MORGAN CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOUNTAIN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927086517
ReturnHeader/PreparerPersonGrp/PhoneNum07142962640
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BUSTER DONELSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-04-28T14:43:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GERALDINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALDON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.34$6.98$8.61$8.52$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.22$0.33$6.89$7.50$6.75$0.75
2022Detailed filing. Detailed filing data is available for this year.$6.39$0.24$6.16$6.99$7.83$0.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$0.15$7.04$6.40$5.18$1.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.24$5.84$6.04$5.18$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$5.90$7.06$1.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.14$6.32$5.94$5.61$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.11$6.11$5.93$5.22$0.71
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.05$5.49$5.56$5.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.96$0.41$5.55$5.28$5.93$0.65
2014Detailed filing. Detailed filing data is available for this year.$6.17$0.27$5.90$5.28$4.86$0.42
2013Detailed filing. Detailed filing data is available for this year.$5.65$0.19$5.46$5.36$4.87$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.01$4.99$4.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.14$4.40$5.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$0.08$4.16$5.16