Civic Intelligence

Construction & General Laborers Union Local 964

990 • Fiscal year 2020 • EIN 25-0694421

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

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

85th percentile

0.07x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.08x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

21st percentile

-3.2%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$98,750

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-2.4%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$445,780

Down $10,891 (-2.4%) from 2019

Net Assets

Down

$414,567

Down $13,046 (-3.1%) from 2019

Liabilities

Up

$31,213

Up $2,155 (+7.4%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin21st percentile

Revenue

Down

$403,902

Down $47,877 (-11%) from 2019

Expenses

Down

$416,948

Down $14,899 (-3.5%) from 2019

Net Income

Down

-$13,046

Down $32,978 (-165%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$445,780
Liabilities$31,213
Net Assets$414,567
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$403,902
Expenses$416,948
Net Income-$13,046
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$403,902
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$279,560$289,351▲ $9,791
Savings and Temporary Cash Investments$84,685$105,716▲ $21,031
Accounts Receivable$18,689$26,468▲ $7,779
Cash and Non-Interest-Bearing Accounts$72,933$22,287▼ $50,646
Land, Buildings, and Equipment, Net$404$1,958▲ $1,554
Prepaid Expenses and Deferred Charges$400$0▼ $400
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$456,671$445,780▼ $10,891
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$29,058$31,213▲ $2,155
Total Liabilities$29,058$31,213▲ $2,155
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$427,613$414,567▼ $13,046
Total Net Assets Fund Balance$427,613$414,567▼ $13,046
Total Liabilities and Net Assets / Fund Balance$456,671$445,780▼ $10,891

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,958$18,912$20,870
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey A GrinnellPresidentFT$98,750$98,750
Chad C JohnsExecutive Board-$720$720
Dan ShiptonExecutive Board-$720$720
Matthew J FenatiExecutive Board-$720$720
Michael McClenahanSecretary-Treas-$720$720
Orlando S WallerTrustee-$720$720
Shawn SullivanSecretary-$720$720
William QuigleySecretaty Trea.-$720$720
Rick MullennixVice President-$600$600
Michael E GarlandTrustee-$420$420
Michael R HudakSargent at Arms-$420$420
Robert NataleExecutive Board-$240$240
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$373,010
Investment Income
$9,965
Other Revenue
$20,927
Change in Net Assets
$-13,046

Audited Revenue Reconciliation

Revenue per Audited Statements
$403,902
Total Revenue per Audited Statements
$403,902
Total Revenue per Form 990
$403,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$272,974
Other Expenses$140,085
Grants and Similar Amounts Paid$3,635
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$105,470--$105,470
Payments to Affiliates---$96,561
Pension Plan Contributions$46,560$11,717-$58,277
Other Salaries and Wages$9,804$45,590-$55,394
Other Employee Benefits$24,612$17,184-$41,796
Payroll Taxes$8,391$3,646-$12,037
Fees for Services Accounting-$7,773-$7,773
Occupancy-$7,200-$7,200
Travel$5,068--$5,068
Grants to Domestic Individuals$3,635--$3,635
Office Expenses-$3,380-$3,380
Information Technology-$2,340-$2,340
Other Expenses-$2,078-$2,078
All Other Expenses$1,529--$1,529
Insurance-$1,074-$1,074
Depreciation Depletion-$359-$359
Conferences and Meetings$297--$297
Benefits to Members$254--$254
Total Functional Expenses$205,620$114,767$0$416,948

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$416,948
Total Expenses per Audited Statements$416,948
Total Expenses per Form 990$416,948
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 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, 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 2A, New Castle, PA 16101

Signing Officer

Name
Jeffrey A Grinnell
Title
Business Manager
Signed
2021-11-08
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
503 Martindale St Ste 680, Pittsburgh, PA 15212
Preparer
Robert G Panagulias
Phone
4123219428
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IRS990/PrincipalOfficerNm0Jeffrey Grinnell
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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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,780
Liabilities
$31,213
Net assets
$414,567
Revenue
$403,902
Expenses
$416,948
Net income
-$13,046
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