Civic Intelligence

Iue-Cwa Skills and Advancement Fund

EIN 26-4520903 • 501(c)6 • Dayton, OH

Profile

Promote and protect the economic interests of domestic industrial manufacturers, suppliers and employees in the united states. Encourage adoption and enforcement of laws, regulations and policies that address unfair and injurious import competition on domestic manufacturers and workers.

2701 Dryden RoadDayton, OH 45439
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-538%

Higher net margin than 3% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

123%

Faster revenue growth than 96% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$775,589

Down $24,646 (-3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$775,589

Down $24,646 (-3.1%) from 2016

Revenue

Down

$16,534

Down $44,749 (-73%) from 2016

Expenses

Up

$119,996

Up $35,009 (+41%) from 2016

Net Income

Down

-$103,462

Down $79,758 (-336%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,208,179Liabilities 2010: $0Net Assets 2010: $1,208,1792010Assets 2012: $1,062,425Liabilities 2012: $0Net Assets 2012: $1,062,4252012Assets 2013: $1,070,091Liabilities 2013: $0Net Assets 2013: $1,070,0912013Assets 2014: $1,048,968Liabilities 2014: $0Net Assets 2014: $1,048,9682014Assets 2015: $823,939Liabilities 2015: $0Net Assets 2015: $823,9392015Assets 2016: $800,235Liabilities 2016: $0Net Assets 2016: $800,2352016Assets 2017: $775,589Liabilities 2017: $0Net Assets 2017: $775,5892017

Highlighted filing

2017

Assets$775,589
Liabilities$0
Net Assets$775,589

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $108,9672010Expenses 2012: $210,6772012Revenue 2013: $197,591Expenses 2013: $189,925Net Income 2013: $7,6662013Revenue 2014: $79,009Expenses 2014: $100,132Net Income 2014: -$21,1232014Revenue 2015: $27Expenses 2015: $225,056Net Income 2015: -$225,0292015Revenue 2016: $61,283Expenses 2016: $84,987Net Income 2016: -$23,7042016Revenue 2017: $16,534Expenses 2017: $119,996Net Income 2017: -$103,4622017

Highlighted filing

2017

Revenue$16,534
Expenses$119,996
Net Income-$103,462

Filings

Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 19, 2016
Return Version
2015v2.1
Gross Receipts
$27
Mission and Program Overview

Mission

Promote and protect the economic interests of domestic industrial manufacturers, suppliers and employees in the united states. Encourage adoption and enforcement of laws, regulations and policies that address unfair and injurious import competition on domestic manufacturers and workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$982,272$776,784▼ $205,488
Savings and Temporary Cash Investments$66,696$47,155▼ $19,541
Total Assets$1,048,968$823,939▼ $225,029
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,048,968$823,939▼ $225,029
Total Net Assets Fund Balance$1,048,968$823,939▼ $225,029
Total Liabilities and Net Assets / Fund Balance$1,048,968$823,939▼ $225,029
Compensation and Service Providers

Board Members and Trustees

NameTitle
James D ClarkChairman
Laura HaganSecretary
Peter MitchellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27
Other Revenue
$0
Change in Net Assets
$-225,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,056
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$190,493--$190,493
Office Expenses$19,477--$19,477
Fees for Services Other$7,708--$7,708
Fees for Service Investment Mgmnt Fees$5,505--$5,505
Other Expenses$71--$71
Total Functional Expenses$225,056$0$0$225,056
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
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The iue-cwa industrial division of the communcations workers of america is considered the charter member of the corporation. Other labor organizations that represent workers engaged in manufacturing in the united states are eligible for class a regular labor membership. Corporations, firms, companies, or other types of organizations that maintain significant manufacturing facilities in the united states are elibible for class b corporate membership.

Form 990, Page 6, Part VI, Line 11B

Form 990 presented to treasurer for distribution to board and authorization to file electronically.

Form 990, Page 6, Part VI, Line 12C

No contract shall be entered into with any entity in which a director and/or an officer has a substantial financial interest without specific approval of a majority of the board.

Form 990, Page 6, Part VI, Line 19

Governing documents available upon request.

Filing and Contact Details

Filer

Filer Name
Iue-cwa Skills and Advancement Fund
EIN
26-4520903
Address
2701 DRYDEN ROAD, DAYTON, OH 45439

Signing Officer

Name
Peter Mitchell
Title
Treasurer
Signed
2016-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James D Clark
Formed
2009
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Hammerman Graf Hughes & Company Inc
Address
4486 INDIAN RIPPLE ROAD, DAYTON, OH 45440-3203
Preparer
Donald E Stewart CPA
Phone
9373201262
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Promote and protect the economic interests of domestic industrial manufacturers, suppliers and employees in the united states. Encourage adoption and enforcement of laws, regulations and policies that address unfair and injurious import competition on domestic manufacturers and workers.

Raw XML Appendix231 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTE AND PROTECT THE ECONOMIC INTERESTS OF DOMESTIC INDUSTRIAL MANUFACTURERS, SUPPLIERS AND EMPLOYEES IN THE UNITED STATES. ENCOURAGE ADOPTION AND ENFORCEMENT OF LAWS, REGULATIONS AND POLICIES THAT ADDRESS UNFAIR AND INJURIOUS IMPORT COMPETITION ON DOMESTIC MANUFACTURERS AND WORKERS.
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/PersonNm0PETER MITCHELL
IRS990/BooksInCareOfDetail/PhoneNum09372989985
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02701 DRYDEN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAYTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045439
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0190493
IRS990/ConferencesMeetingsGrp/TotalAmt0190493
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt027
IRS990/CYOtherExpensesAmt0225056
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-225029
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0225056
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt027
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0EXEMPT PURPOSE OF PROMOTION AND PROTECTION OF ECONOMIC INTERESTS OF DOMESTIC MANUFACTURERS AND THEIR WORKERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
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IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07708
IRS990/FeesForServicesOtherGrp/TotalAmt07708
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt05505
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05505
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES D CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA HAGAN
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER MITCHELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt027
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt027
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0982272
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0776784
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTE AND PROTECT THE ECONOMIC INTERESTS OF DOMESTIC INDUSTRIAL MANUFACTURERS, SUPPLIERS AND EMPLOYEES IN THE UNITED STATES. ENCOURAGE ADOPTION AND ENFORCEMENT OF LAWS, REGULATIONS AND POLICIES THAT ADDRESS UNFAIR AND INJURIOUS IMPORT COMPETITION ON DOMESTIC MANUFACTURERS AND WORKERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01048968
IRS990/NetAssetsOrFundBalancesEOYAmt0823939
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt019477
IRS990/OfficeExpensesGrp/TotalAmt019477
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1FLOWERS AND GIFTS
IRS990/OtherExpensesGrp/ProgramServicesAmt01802
IRS990/OtherExpensesGrp/ProgramServicesAmt171
IRS990/OtherExpensesGrp/TotalAmt01802
IRS990/OtherExpensesGrp/TotalAmt171
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES D CLARK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt079009
IRS990/PYOtherExpensesAmt0100132
IRS990/PYRevenuesLessExpensesAmt0-21123
IRS990/PYTotalExpensesAmt0100132
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IRS990/ReconcilationRevenueExpnssAmt0-225029
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt066696
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047155
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTE AND PROTECT THE ECONOMIC INTERESTS OF DOMESTIC INDUSTRIAL MANUFACTURERS, SUPPLIERS AND EMPLOYEES IN THE UNITED STATES. ENCOURAGE ADOPTION AND ENFORCEMENT OF LAWS, REGULATIONS AND POLICIES THAT ADDRESS UNFAIR AND INJURIOUS IMPORT COMPETITION ON DOMESTIC MANUFACTURERS AND WORKERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE IUE-CWA INDUSTRIAL DIVISION OF THE COMMUNCATIONS WORKERS OF AMERICA IS CONSIDERED THE CHARTER MEMBER OF THE CORPORATION. OTHER LABOR ORGANIZATIONS THAT REPRESENT WORKERS ENGAGED IN MANUFACTURING IN THE UNITED STATES ARE ELIGIBLE FOR CLASS A REGULAR LABOR MEMBERSHIP. CORPORATIONS, FIRMS, COMPANIES, OR OTHER TYPES OF ORGANIZATIONS THAT MAINTAIN SIGNIFICANT MANUFACTURING FACILITIES IN THE UNITED STATES ARE ELIBIBLE FOR CLASS B CORPORATE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 PRESENTED TO TREASURER FOR DISTRIBUTION TO BOARD AND AUTHORIZATION TO FILE ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CONTRACT SHALL BE ENTERED INTO WITH ANY ENTITY IN WHICH A DIRECTOR AND/OR AN OFFICER HAS A SUBSTANTIAL FINANCIAL INTEREST WITHOUT SPECIFIC APPROVAL OF A MAJORITY OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0DAYTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045439
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IUE-CWA SKILLS AND ADVANCEMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0IUE-
ReturnHeader/Filer/EIN0264520903
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 DRYDEN ROAD
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045439
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311183837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMMERMAN GRAF HUGHES & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04486 INDIAN RIPPLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0454403203
ReturnHeader/PreparerPersonGrp/PhoneNum09373201262
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD E STEWART CPA
ReturnHeader/ReturnTs02016-08-19T10:31:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • $500k-$1M nonprofits