Civic Intelligence

Construction & General Laborers Union Local 964

990 • Fiscal year 2018 • EIN 25-0694421

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileN/A
20 South Mercer StreetNew Castle, PA 16101

(724) 654-5551

Siviq Scores

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

Liabilities / Assets

84th percentile

0.06x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.06x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

64th percentile

9.1%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

97th percentile

$113,815

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

11%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$434,500

Up $42,582 (+11%) from 2017

Net Assets

Up

$407,681

Up $43,717 (+12%) from 2017

Liabilities

Down

$26,819

Down $1,135 (-4.1%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin64th percentile

Revenue

Up

$481,643

Up $49,586 (+11%) from 2017

Expenses

Up

$437,926

Up $6,195 (+1.4%) from 2017

Net Income

Up

$43,717

Up $43,391 (+13310%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$434,500
Liabilities$26,819
Net Assets$407,681
Open 2018 Filing

Operations Trend

Revenue Growth79th 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

2018

Revenue$481,643
Expenses$437,926
Net Income$43,717
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$481,643
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$262,126$270,310▲ $8,184
Savings and Temporary Cash Investments$76,101$76,330▲ $229
Cash and Non-Interest-Bearing Accounts$22,194$55,067▲ $32,873
Accounts Receivable$31,272$31,827▲ $555
Land, Buildings, and Equipment, Net$225$667▲ $442
Prepaid Expenses and Deferred Charges-$299-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$391,918$434,500▲ $42,582
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$27,954$26,819▼ $1,135
Total Liabilities$27,954$26,819▼ $1,135
Net Assets / Fund Balance
Unrestricted Net Assets$363,964$407,681▲ $43,717
Total Net Assets Fund Balance$363,964$407,681▲ $43,717
Total Liabilities and Net Assets / Fund Balance$391,918$434,500▲ $42,582

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$667$18,290$18,957
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald ManginoPresidentFT$95,815$18,000$113,815
Dan ShiptonTrustee-$720-$720
Jeffrey GrinnellExecutive Board-$720-$720
Jodi PanellaVice President-$720-$720
John KeanExecutive Board-$720-$720
Michael McClenahanSgt-At-Arms-$720-$720
Rick MullennixTrustee-$720-$720
Robert NataleExecutive Board-$720-$720
Shawn SullivanRecording Secre-$720-$720
William QuigleySecretaty Trea.-$720-$720
Gregory TarrTrustee-$120-$120
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$468,380
Investment Income
$8,424
Other Revenue
$4,839
Change in Net Assets
$43,717

Audited Revenue Reconciliation

Revenue per Audited Statements
$481,643
Total Revenue per Audited Statements
$481,643
Total Revenue per Form 990
$481,643
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$278,391
Other Expenses$155,897
Grants and Similar Amounts Paid$1,060
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$113,024
Current Officers, Directors, Trustees, and Key Employees$102,415--$102,415
Pension Plan Contributions$53,151$10,923-$64,074
Other Salaries and Wages$9,918$42,162-$52,080
Other Employee Benefits$23,820$23,820-$47,640
Payroll Taxes$8,662$3,520-$12,182
Fees for Services Accounting-$7,726-$7,726
Travel$6,200--$6,200
Occupancy-$5,481-$5,481
Office Expenses-$2,775-$2,775
Benefits to Members$2,578--$2,578
All Other Expenses$939$1,534-$2,473
Information Technology-$2,340-$2,340
Insurance-$2,016-$2,016
Other Expenses$3,432$1,576-$1,576
Grants to Domestic Orgs$1,060--$1,060
Conferences and Meetings$668--$668
Depreciation Depletion-$250-$250
Total Functional Expenses$212,843$112,059$0$437,926

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$437,926
Total Expenses per Audited Statements$437,926
Total Expenses per Form 990$437,926
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Constitution (Governing Document) and Ethics and Disciplanary 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.”

Filing and Contact Details

Filer

Filer Name
Construction & General Laborers Union
EIN
25-0694421
Phone
7246545551
Address
20 South Mercer Street, New Castle, PA 16101

Signing Officer

Name
Jeffrey Grinnell
Title
Business Manager
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Grinnell
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
0
Employees
3

Preparer

Firm
C J Panagulias & Co
Address
127 Anderson Street Ste 127, Pittsburgh, PA 15212
Preparer
Robert G Panagulias
Phone
4123219428
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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/OccupancyGrp/ManagementAndGeneralAmt05481
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02775
IRS990/OfficeExpensesGrp/TotalAmt02775
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023820
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt023820
IRS990/OtherEmployeeBenefitsGrp/TotalAmt047640
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Education and Publicity
IRS990/OtherExpensesGrp/Desc2Members Social Activities
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04360
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13576
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21576
IRS990/OtherExpensesGrp/ProgramServicesAmt03432
IRS990/OtherExpensesGrp/TotalAmt04360
IRS990/OtherExpensesGrp/TotalAmt13576
IRS990/OtherExpensesGrp/TotalAmt23432
IRS990/OtherExpensesGrp/TotalAmt31576
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Credit Card Rebate
IRS990/OtherRevenueMiscGrp/Desc1Laborer's Dist. C. Subsid
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14534
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14534
IRS990/OtherRevenueTotalAmt04839
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042162
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09918
IRS990/OtherSalariesAndWagesGrp/TotalAmt052080
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0113024
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03520
IRS990/PayrollTaxesGrp/ProgramServicesAmt08662
IRS990/PayrollTaxesGrp/TotalAmt012182
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010923
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt053151
IRS990/PensionPlanContributionsGrp/TotalAmt064074
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0299
IRS990/PrincipalOfficerNm0Jeffrey Grinnell
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0468380
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0468380
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt03767
IRS990/PYGrantsAndSimilarPaidAmt0610
IRS990/PYInvestmentIncomeAmt08280
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0158431
IRS990/PYOtherRevenueAmt01844
IRS990/PYProgramServiceRevenueAmt0421933
IRS990/PYRevenuesLessExpensesAmt0326
IRS990/PYSalariesCompEmpBnftPaidAmt0268923
IRS990/PYTotalExpensesAmt0431731
IRS990/PYTotalRevenueAmt0432057
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt043717
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0481643
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt076101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076330
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0437926
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0667
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018290
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt018957
IRS990ScheduleD/RevenueSubtotalAmt0481643
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0667
IRS990ScheduleD/TotalBookValueSecuritiesAmt0270310
IRS990ScheduleD/TotalExpensesPerForm990Amt0437926
IRS990ScheduleD/TotalRevenuePerForm990Amt0481643
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0481643
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0437926
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reviewed by the President/Business Manager ( the principal officer of Local 964) and the Secretary-Treasurer before Form 990 was filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2The Constitution (Governing Document) and Ethics and Disciplanary 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/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0434500
IRS990/TotalAssetsGrp/BOYAmt0391918
IRS990/TotalAssetsGrp/EOYAmt0434500
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0112059
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0212843
IRS990/TotalFunctionalExpensesGrp/TotalAmt0437926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027954
IRS990/TotalLiabilitiesEOYAmt026819
IRS990/TotalLiabilitiesGrp/BOYAmt027954
IRS990/TotalLiabilitiesGrp/EOYAmt026819
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0363964
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0407681
IRS990/TotalProgramServiceExpensesAmt0212843
IRS990/TotalProgramServiceRevenueAmt0468380
IRS990/TotalReportableCompFromOrgAmt0102415
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0481643
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0481643
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0391918
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0434500
IRS990/TotReportableCompRltdOrgAmt018000
IRS990/TravelGrp/ProgramServicesAmt06200
IRS990/TravelGrp/TotalAmt06200
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0363964
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0407681
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020 South Mercer Street 2A
IRS990/USAddress/CityNm0New Castle
IRS990/USAddress/StateAbbreviationCd0PA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$434,500
Liabilities
$26,819
Net assets
$407,681
Revenue
$481,643
Expenses
$437,926
Net income
$43,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$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