Civic Intelligence

American Postal Workers Union Sacramento Area Local 66

990 • Fiscal year 2023 • EIN 23-7016872

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 26, 2024

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

76th percentile

0.05x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.04x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$101,997

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Asset Growth

78th percentile

13%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

7.2%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$722,312

Up $82,893 (+13%) from 2022

Net Assets

Up

$689,260

Up $73,606 (+12%) from 2022

Liabilities

Up

$33,052

Up $9,287 (+39%) from 2022

Revenue

Up

$749,767

Up $50,304 (+7.2%) from 2022

Expenses

Down

$674,572

Down $108,398 (-14%) from 2022

Net Income

Up

$75,195

Up $158,702 (+190%) from 2022

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

2023

Assets$722,312
Liabilities$33,052
Net Assets$689,260

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

2023

Revenue$749,767
Expenses$674,572
Net Income$75,195
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 26, 2024
Return Version
2023v5.0
Gross Receipts
$749,767
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$451,779$538,086▲ $86,307
Land, Buildings, and Equipment, Net$153,512$148,910▼ $4,602
Cash and Non-Interest-Bearing Accounts$34,128$35,316▲ $1,188
Total Assets$639,419$722,312▲ $82,893
Liabilities
Accounts Payable and Accrued Expenses$23,765$33,052▲ $9,287
Total Liabilities$23,765$33,052▲ $9,287
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$615,654$689,260▲ $73,606
Total Net Assets Fund Balance$615,654$689,260▲ $73,606
Total Liabilities and Net Assets / Fund Balance$639,419$722,312▲ $82,893

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$79,922$243,989$323,911
Land$68,988-$68,988
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bryan EmbryPresidentFT$101,997$101,997
Robert RodriguezVice PresideFT$97,720$97,720
David AlbaClerk CraftPT$17,933$17,933
Michelle DawsonLeg DirectorPT$14,067$14,067
Geraldine WaldonTreasurerPT$12,472$12,472
Joshua PottsMaint DirectPT$11,556$11,556
Scott VredenburgMvs Director-$10,216$10,216
Ronald SlayTrusteePT$5,222$5,222
Jose EstesTrustee-$3,327$3,327
Willie PolkEditor-$3,279$3,279
Lindsey KozlowskiHr DirectorPT$1,750$1,750
Leonard BoweSgt of Arms-$351$351
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$729,164
Investment Income
$990
Other Revenue
$19,613
Change in Net Assets
$75,195

Audited Revenue Reconciliation

Revenue per Audited Statements
$749,767
Total Revenue per Audited Statements
$749,767
Total Revenue per Form 990
$749,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$456,498
Other Expenses$218,074
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$279,900--$279,900
Other Salaries and Wages$84,651--$84,651
Office Expenses$62,034--$62,034
Conferences and Meetings$37,960--$37,960
Other Employee Benefits$37,381--$37,381
Payroll Taxes$29,645--$29,645
Pension Plan Contributions$24,921--$24,921
Fees for Services Accounting$19,537--$19,537
Information Technology$17,954--$17,954
Advertising$14,986--$14,986
Travel$13,940--$13,940
Payments to Affiliates$10,852--$10,852
Insurance$6,405--$6,405
Occupancy$3,158--$3,158
Depreciation Depletion$3,012--$3,012
Other Expenses$2,899--$2,899
All Other Expenses$2,740--$2,740
Fees for Services Legal$900--$900
Total Functional Expenses$674,572$0$0$674,572

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$676,161
Expenses per Audited Statements$674,572
Total Expenses per Form 990$674,572
Expenses Not Reported on Form 990$1,589
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
Bryan Embry
Title
President
Phone
9169276896
Signed
2024-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Embry
Formed
1971
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
0
Employees
41

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 -1,589 total -1,589

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 1,589

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

Per capita tax 0 aba insurance 0

Raw XML Appendix373 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/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0934
IRS990/PYOtherExpensesAmt0297968
IRS990/PYOtherRevenueAmt01398
IRS990/PYProgramServiceRevenueAmt0697131
IRS990/PYRevenuesLessExpensesAmt0-83507
IRS990/PYSalariesCompEmpBnftPaidAmt0485002
IRS990/PYTotalExpensesAmt0782970
IRS990/PYTotalRevenueAmt0699463
IRS990/ReconcilationRevenueExpnssAmt075195
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0451779
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0538086
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt079922
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0243989
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0323911
IRS990ScheduleD/ExpensesNotReportedAmt01589
IRS990ScheduleD/ExpensesSubtotalAmt0674572
IRS990ScheduleD/LandGrp/BookValueAmt068988
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt068988
IRS990ScheduleD/OtherExpensesIncludedAmt01589
IRS990ScheduleD/RevenueSubtotalAmt0749767
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PER CAPITA TAX 0 ABA INSURANCE 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE 1,589
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/TotalBookValueLandBuildingsAmt0148910
IRS990ScheduleD/TotalExpensesPerForm990Amt0674572
IRS990ScheduleD/TotalRevenuePerForm990Amt0749767
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0749767
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0676161
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 -1,589 TOTAL -1,589
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/TotalAssetsBOYAmt0639419
IRS990/TotalAssetsEOYAmt0722312
IRS990/TotalAssetsGrp/BOYAmt0639419
IRS990/TotalAssetsGrp/EOYAmt0722312
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0674572
IRS990/TotalFunctionalExpensesGrp/TotalAmt0674572
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023765
IRS990/TotalLiabilitiesEOYAmt033052
IRS990/TotalLiabilitiesGrp/BOYAmt023765
IRS990/TotalLiabilitiesGrp/EOYAmt033052
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0615654
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0689260
IRS990/TotalProgramServiceRevenueAmt0729164
IRS990/TotalReportableCompFromOrgAmt0279890
IRS990/TotalRevenueGrp/ExclusionAmt0749767
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0749767
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0639419
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0722312
IRS990/TravelGrp/ProgramServicesAmt013940
IRS990/TravelGrp/TotalAmt013940
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt05301 MADISON AVE
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095841
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN EMBRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09169276896
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-26
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/PreparationDt02024-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BUSTER DONELSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-31T21:15:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
2023Detailed filing. Detailed filing data is available for this year.$7.22$0.33$6.89$7.50$6.75$0.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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