Civic Intelligence

Construction & General Laborers Union Local 964

990 • Fiscal year 2024 • EIN 25-0694421

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 03, 2025

Organization ProfileN/A
20 South Mercer Street 2ANew Castle, PA 16101

(724) 654-5551

Siviq Scores

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

Liabilities / Assets

81st percentile

0.06x

Higher debt load relative to assets than 81% of similar nonprofits.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.08x

Higher debt load relative to revenue than 82% of similar nonprofits.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$98,655

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

82nd percentile

17%

Faster asset growth than 82% of similar nonprofits.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

2.0%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$651,318

Up $92,304 (+17%) from 2023

Net Assets

Up

$612,355

Up $81,865 (+15%) from 2023

Liabilities

Up

$38,963

Up $10,439 (+37%) from 2023

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin73rd percentile

Revenue

Up

$480,109

Up $9,197 (+2.0%) from 2023

Expenses

Up

$398,244

Up $6,827 (+1.7%) from 2023

Net Income

Up

$81,865

Up $2,370 (+3.0%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$800K$600K$400K$200K$0Assets 2014: $466,002Liabilities 2014: $32,448Net Assets 2014: $433,5542014Assets 2015: $434,648Liabilities 2015: $32,322Net Assets 2015: $402,3262015Assets 2016: $397,454Liabilities 2016: $33,816Net Assets 2016: $363,6382016Assets 2017: $391,918Liabilities 2017: $27,954Net Assets 2017: $363,9642017Assets 2018: $434,500Liabilities 2018: $26,819Net Assets 2018: $407,6812018Assets 2019: $456,671Liabilities 2019: $29,058Net Assets 2019: $427,6132019Assets 2020: $445,780Liabilities 2020: $31,213Net Assets 2020: $414,5672020Assets 2021: $427,021Liabilities 2021: $26,769Net Assets 2021: $400,2522021Assets 2022: $478,355Liabilities 2022: $27,360Net Assets 2022: $450,9952022Assets 2023: $559,014Liabilities 2023: $28,524Net Assets 2023: $530,4902023Assets 2024: $651,318Liabilities 2024: $38,963Net Assets 2024: $612,3552024

Highlighted filing

2024

Assets$651,318
Liabilities$38,963
Net Assets$612,355
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $486,354Expenses 2014: $428,518Net Income 2014: $57,8362014Revenue 2015: $401,411Expenses 2015: $432,639Net Income 2015: -$31,2282015Revenue 2016: $398,140Expenses 2016: $436,828Net Income 2016: -$38,6882016Revenue 2017: $432,057Expenses 2017: $431,731Net Income 2017: $3262017Revenue 2018: $481,643Expenses 2018: $437,926Net Income 2018: $43,7172018Revenue 2019: $451,779Expenses 2019: $431,847Net Income 2019: $19,9322019Revenue 2020: $403,902Expenses 2020: $416,948Net Income 2020: -$13,0462020Revenue 2021: $391,872Expenses 2021: $406,187Net Income 2021: -$14,3152021Revenue 2022: $446,897Expenses 2022: $396,154Net Income 2022: $50,7432022Revenue 2023: $470,912Expenses 2023: $391,417Net Income 2023: $79,4952023Revenue 2024: $480,109Expenses 2024: $398,244Net Income 2024: $81,8652024

Highlighted filing

2024

Revenue$480,109
Expenses$398,244
Net Income$81,865
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$480,109
Mission and Program Overview

Mission

Local 964 is engaged in the business of organizing workers to secure improved wages, working conditions and other economic benefits through negotiations and collective bargaining.

Local 964 is engaged in the business of organizing workers to secure improved wages, working conditions and other economic benefits through negotiation and collective bargaining.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$320,729$404,454▲ $83,725
Cash and Non-Interest-Bearing Accounts$151,675$152,825▲ $1,150
Savings and Temporary Cash Investments$43,376$43,420▲ $44
Accounts Receivable$41,291$35,636▼ $5,655
Land, Buildings, and Equipment, Net$1,943$1,677▼ $266
Total Assets$559,014$651,318▲ $92,304
Other Assets Total$0$13,306▲ $13,306
Liabilities
Accounts Payable and Accrued Expenses$28,524$25,877▼ $2,647
Other Liabilities$0$13,086▲ $13,086
Total Liabilities$28,524$38,963▲ $10,439
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$530,490$612,355▲ $81,865
Total Net Assets Fund Balance$530,490$612,355▲ $81,865
Total Liabilities and Net Assets / Fund Balance$559,014$651,318▲ $92,304

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,677$19,251$20,928
Leasehold Improvements$0$692$692
Other Securities$72,399--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey a GrinnellPresidentFT$98,655$98,655
Bob MurphyTrustee-$840$840
Joe BelloTrustee-$840$840
Mackenzie PalmerTrustee-$840$840
Matthew J FenatiSecretary-$840$840
Michael McclenahanSecretary-treasurer-$840$840
Seth AyresTrustee-$840$840
Michael R HudakSargent at Arms-$770$770

Board Members and Trustees

NameTitle
Michael E GarlandVice President
Brad ReagleTrustee
Orlando S Waller Thru 724Trustee
Travis Morian as of 724Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$464,726
Investment Income
$13,769
Other Revenue
$1,614
Change in Net Assets
$81,865

Audited Revenue Reconciliation

Revenue per Audited Statements
$480,109
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$480,109
Total Revenue per Form 990
$480,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,473
Other Expenses$132,252
Grants and Similar Amounts Paid$881
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$91,593--$91,593
Payments to Affiliates$71,764--$71,764
Pension Plan Contributions$49,894$13,581-$63,475
Other Salaries and Wages$9,880$49,435-$59,315
Other Employee Benefits$19,726$17,856-$37,582
Payroll Taxes$7,727$3,781-$11,508
Fees for Services Accounting-$8,643-$8,643
Occupancy-$7,800-$7,800
Travel$7,375--$7,375
Other Expenses$7,852$4,404-$4,404
Conferences and Meetings$2,345--$2,345
Benefits to Members$1,638--$1,638
Insurance-$1,276-$1,276
All Other Expenses-$908-$908
Grants to Domestic Orgs$881--$881
Depreciation Depletion-$266-$266
Office Expenses-$81-$81
Total Functional Expenses$270,675$127,569$0$398,244

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$398,244
Total Expenses per Audited Statements$398,244
Total Expenses per Form 990$398,244
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Obligations Under Operating Leases$10,539
Current Portion of Obligations Under Operating Leases$2,547
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“Documented in board of director minutes.”

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

“Yes, documented in board of director minutes.”

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

“Reviewed by the president/business manager (the principal officer of local 964) and the secretary-treasurer before form 990 was filed.”

Form 990, Part VI, Section B, Line 12C

“SEE SCHEDULE O”

Form 990, Part VI, Section C, Line 19

“The constitution (governing document) and ethics and disciplinary procedure (conflict of interest policy) are available through the us department of labor, olms, online public disclosure room. The information is filed under laborers' international union of north america, which files the information on behalf of all affiliated organizations. In addition, local 964 files an annual financial report with the department of labor which can also be obtained on the online public disclosure room.”

Form 990, Part VI, Section B, Line 12C-monitoring & Enforcement of Conflict

“The written conflict of interest policy is included in the ethics and disciplinary procedure that is part of the constitution by which local 964 is governed. Any member or employee of local 964 can contact the liuna (an affiliated organization also governed by the constitution) inspector general with any complaint arising under the constitution, the ethical practices code, or any other disciplinary rule, regulation, practice or procedure adopted by liuna general executive board. The ethical practices code explains the disciplinary procedures that must be followed when necessary and the independent officers who are entrusted to enforce the code.”

Filing and Contact Details

Filer

Filer Name
Construction & General Laborers Union
EIN
25-0694421
Phone
7246545551
Address
20 SOUTH MERCER STREET 2A, NEW CASTLE, PA 16101

Signing Officer

Name
Jeffrey a Grinnell
Title
Business Manager/president
Phone
7246545551
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey a Grinnell
Formed
1959
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
3
Employees
3
Volunteers
0

Preparer

Firm
Packer Thomas
Address
2815 WILMINGTON ROAD SUITE 2, NEW CASTLE, PA 16105
Preparer
Joseph Gabriel CPA
Phone
7246572880
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit oversight process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 428 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt028524
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025877
IRS990/AccountsReceivableGrp/BOYAmt041291
IRS990/AccountsReceivableGrp/EOYAmt035636
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0LOCAL 964 IS ENGAGED IN THE BUSINESS OF ORGANIZING WORKERS TO SECURE IMPROVED WAGES, WORKING CONDITIONS AND OTHER ECONOMIC BENEFITS THROUGH NEGOTIATION AND COLLECTIVE BARGAINING.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0908
IRS990/AllOtherExpensesGrp/TotalAmt0908
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01638
IRS990/BenefitsToMembersGrp/TotalAmt01638
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFFREY A GRINNELL
IRS990/BooksInCareOfDetail/PhoneNum07246545551
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt020 SOUTH MERCER STREET 2A
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW CASTLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd016101
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0151675
IRS990/CashNonInterestBearingGrp/EOYAmt0152825
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt091593
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt091593
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02345
IRS990/ConferencesMeetingsGrp/TotalAmt02345
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01638
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0881
IRS990/CYInvestmentIncomeAmt013769
IRS990/CYOtherExpensesAmt0132252
IRS990/CYOtherRevenueAmt01614
IRS990/CYProgramServiceRevenueAmt0464726
IRS990/CYRevenuesLessExpensesAmt081865
IRS990/CYSalariesCompEmpBnftPaidAmt0263473
IRS990/CYTotalExpensesAmt0398244
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0480109
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0266
IRS990/DepreciationDepletionGrp/TotalAmt0266
IRS990/Desc0TO ORGANIZE ALL WORKERS AND TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATION AND COLLECTIVE BARGAINING.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0270675
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08643
IRS990/FeesForServicesAccountingGrp/TotalAmt08643
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY A GRINNELL
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL MCCLENAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW J FENATI
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL R HUDAK
IRS990/Form990PartVIISectionAGrp/PersonNm4JOE BELLO
IRS990/Form990PartVIISectionAGrp/PersonNm5ORLANDO S WALLER THRU 724
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL E GARLAND
IRS990/Form990PartVIISectionAGrp/PersonNm7MACKENZIE PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm8SETH AYRES
IRS990/Form990PartVIISectionAGrp/PersonNm9BOB MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm10BRAD REAGLE
IRS990/Form990PartVIISectionAGrp/PersonNm11TRAVIS MORIAN AS OF 724
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt098655
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3770
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3SARGENT AT ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0881
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0881
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0881
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0480109
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01276
IRS990/InsuranceGrp/TotalAmt01276
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013769
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013769
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0320729
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0404454
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019943
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01943
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01677
IRS990/LandBldgEquipCostOrOtherBssAmt021620
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0LOCAL 964 IS ENGAGED IN THE BUSINESS OF ORGANIZING WORKERS TO SECURE IMPROVED WAGES, WORKING CONDITIONS AND OTHER ECONOMIC BENEFITS THROUGH NEGOTIATION AND COLLECTIVE BARGAINING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0530490
IRS990/NetAssetsOrFundBalancesEOYAmt0612355
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0530490
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0612355
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07800
IRS990/OccupancyGrp/TotalAmt07800
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt081
IRS990/OfficeExpensesGrp/TotalAmt081
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt013306
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017856
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019726
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037582
IRS990/OtherExpensesGrp/Desc0AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/Desc1EXECUTIVE BOARD
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012366
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17172
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24404
IRS990/OtherExpensesGrp/ProgramServicesAmt07852
IRS990/OtherExpensesGrp/TotalAmt012366
IRS990/OtherExpensesGrp/TotalAmt17852
IRS990/OtherExpensesGrp/TotalAmt27172
IRS990/OtherExpensesGrp/TotalAmt34404
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt013086
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CREDIT CARD DISCOUNTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01614
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01614
IRS990/OtherRevenueTotalAmt01614
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049435
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09880
IRS990/OtherSalariesAndWagesGrp/TotalAmt059315
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt071764
IRS990/PaymentsToAffiliatesGrp/TotalAmt071764
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03781
IRS990/PayrollTaxesGrp/ProgramServicesAmt07727
IRS990/PayrollTaxesGrp/TotalAmt011508
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt013581
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt049894
IRS990/PensionPlanContributionsGrp/TotalAmt063475
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY A GRINNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0464726
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0464726
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04989
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0500
IRS990/PYInvestmentIncomeAmt010865
IRS990/PYOtherExpensesAmt0116189
IRS990/PYOtherRevenueAmt0320
IRS990/PYProgramServiceRevenueAmt0459727
IRS990/PYRevenuesLessExpensesAmt079495
IRS990/PYSalariesCompEmpBnftPaidAmt0269739
IRS990/PYTotalExpensesAmt0391417
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0470912
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt081865
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0480109
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043376
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043420
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01677
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019251
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020928
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0398244
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0692
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0692
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02547
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110539
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT PORTION OF OBLIGATIONS UNDER OPERATING LEASES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OBLIGATIONS UNDER OPERATING LEASES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0164711
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1167344
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt272399
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JACKSON NATIONAL LIFE INS. AN
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIDELITY & GUARANTY LIFE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2WESBANCO BANK SHORT-TERM INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0480109
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01677
IRS990ScheduleD/TotalBookValueSecuritiesAmt0404454
IRS990ScheduleD/TotalExpensesPerForm990Amt0398244
IRS990ScheduleD/TotalLiabilityAmt013086
IRS990ScheduleD/TotalRevenuePerForm990Amt0480109
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0480109
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0398244
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOCUMENTED IN BOARD OF DIRECTOR MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES, DOCUMENTED IN BOARD OF DIRECTOR MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY THE PRESIDENT/BUSINESS MANAGER (THE PRINCIPAL OFFICER OF LOCAL 964) AND THE SECRETARY-TREASURER BEFORE FORM 990 WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE SCHEDULE O
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONSTITUTION (GOVERNING DOCUMENT) AND ETHICS AND DISCIPLINARY PROCEDURE (CONFLICT OF INTEREST POLICY) ARE AVAILABLE THROUGH THE US DEPARTMENT OF LABOR, OLMS, ONLINE PUBLIC DISCLOSURE ROOM. THE INFORMATION IS FILED UNDER LABORERS' INTERNATIONAL UNION OF NORTH AMERICA, WHICH FILES THE INFORMATION ON BEHALF OF ALL AFFILIATED ORGANIZATIONS. IN ADDITION, LOCAL 964 FILES AN ANNUAL FINANCIAL REPORT WITH THE DEPARTMENT OF LABOR WHICH CAN ALSO BE OBTAINED ON THE ONLINE PUBLIC DISCLOSURE ROOM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE WRITTEN CONFLICT OF INTEREST POLICY IS INCLUDED IN THE ETHICS AND DISCIPLINARY PROCEDURE THAT IS PART OF THE CONSTITUTION BY WHICH LOCAL 964 IS GOVERNED. ANY MEMBER OR EMPLOYEE OF LOCAL 964 CAN CONTACT THE LIUNA (AN AFFILIATED ORGANIZATION ALSO GOVERNED BY THE CONSTITUTION) INSPECTOR GENERAL WITH ANY COMPLAINT ARISING UNDER THE CONSTITUTION, THE ETHICAL PRACTICES CODE, OR ANY OTHER DISCIPLINARY RULE, REGULATION, PRACTICE OR PROCEDURE ADOPTED BY LIUNA GENERAL EXECUTIVE BOARD. THE ETHICAL PRACTICES CODE EXPLAINS THE DISCIPLINARY PROCEDURES THAT MUST BE FOLLOWED WHEN NECESSARY AND THE INDEPENDENT OFFICERS WHO ARE ENTRUSTED TO ENFORCE THE CODE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C-MONITORING & ENFORCEMENT OF CONFLICT
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0559014
IRS990/TotalAssetsEOYAmt0651318
IRS990/TotalAssetsGrp/BOYAmt0559014
IRS990/TotalAssetsGrp/EOYAmt0651318
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0127569
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0270675
IRS990/TotalFunctionalExpensesGrp/TotalAmt0398244
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028524
IRS990/TotalLiabilitiesEOYAmt038963
IRS990/TotalLiabilitiesGrp/BOYAmt028524
IRS990/TotalLiabilitiesGrp/EOYAmt038963
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0530490
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0612355
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0270675
IRS990/TotalProgramServiceRevenueAmt0464726
IRS990/TotalReportableCompFromOrgAmt0104465
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0480109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0480109
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0559014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0651318
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07375
IRS990/TravelGrp/TotalAmt07375
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020 SOUTH MERCER STREET 2A
IRS990/USAddress/CityNm0NEW CASTLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016101
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$651,318
Liabilities
$38,963
Net assets
$612,355
Revenue
$480,109
Expenses
$398,244
Net income
$81,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.51$0.39$6.12$4.80$3.98$0.82
2023Detailed filing. Detailed filing data is available for this year.$5.59$0.29$5.30$4.71$3.91$0.79
2022Detailed filing. Detailed filing data is available for this year.$4.78$0.27$4.51$4.47$3.96$0.51
2021Detailed filing. Detailed filing data is available for this year.$4.27$0.27$4.00$3.92$4.06$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.46$0.31$4.15$4.04$4.17$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.29$4.28$4.52$4.32$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.27$4.08$4.82$4.38$0.44
2017Detailed filing. Detailed filing data is available for this year.$3.92$0.28$3.64$4.32$4.32$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.97$0.34$3.64$3.98$4.37$0.39
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.32$4.02$4.01$4.33$0.31
2014Detailed filing. Detailed filing data is available for this year.$4.66$0.32$4.34$4.86$4.29$0.58