Civic Intelligence

Iupat Local 364

EIN 27-3280319 • 501(c)5

Profile

The primary exempt purpose of the local union is to organize workers and secure improved wages, hours and working conditions and other economic advantages through organizing, negotiations and collective bargaining.

6770 E Marginal Way So Bldg E98108
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 2017

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$1,261

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $514,562 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $514,562 (-100%) from 2016

Operations
Liabilities / Revenue60th percentileNet Margin77th percentile

Revenue

Down

$408,627

Down $99,869 (-20%) from 2016

Expenses

Down

$330,043

Down $31,118 (-8.6%) from 2016

Net Income

Down

$78,584

Down $68,751 (-47%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$600K$400K$200K$0Assets 2012: $325,767Liabilities 2012: $0Net Assets 2012: $325,7672012Assets 2013: $303,776Liabilities 2013: $0Net Assets 2013: $303,7762013Assets 2014: $256,091Net Assets 2014: $256,0912014Assets 2015: $367,227Liabilities 2015: $0Net Assets 2015: $367,2272015Assets 2016: $514,562Liabilities 2016: $0Net Assets 2016: $514,5622016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $245,1912012Expenses 2013: $252,4872013Revenue 2014: $197,511Expenses 2014: $245,196Net Income 2014: -$47,6852014Revenue 2015: $374,696Expenses 2015: $263,560Net Income 2015: $111,1362015Revenue 2016: $508,496Expenses 2016: $361,161Net Income 2016: $147,3352016Revenue 2017: $408,627Expenses 2017: $330,043Net Income 2017: $78,5842017

Highlighted filing

2017

Revenue$408,627
Expenses$330,043
Net Income$78,584
Open 2017 Filing

Filings

Most recent year

2017 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$408,627
Expenses
$330,043
Net income
$78,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$4.09$3.30$0.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$5.08$3.61$1.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$3.75$2.64$1.11
2014Detailed filing. Detailed filing data is available for this year.$2.56$2.56$1.98$2.45$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$2.52
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$2.45
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$197,511
Mission and Program Overview

Mission

The primary exempt purpose of the local union is to organize workers and secure improved wages, hours and working conditions and other economic advantages through organizing, negotiations and collective bargaining.

Program Services

DescriptionGrantsExpenses
THE LOCAL UNION'S PROGRAM SERVICE ACTIVITY AND ACCOMPLISHMENT IS TO ORGANIZE ALL WORKERS, AND TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZING, NEGOTIATIONS AND COLLECTIVE BARGAINING.--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim MuddPast President-$0--
Frank TassaraTreasurer-$0--
Randy WestbrookVice President-$0--
Kim SlaterRecording Secre-$0--
Lucio MoralesPast Trustee-$0--
Matt FerrierFinancial Secre-$0--
Steve DoreTrustee-$0--
Sue KlinkerPast Treasurer-$0--
Aaron CallowayTrustee-$0--
Steve HansonPresident-$0--
John BouffordExecutive Board-$0--
Israel SalazarTrustee-$0--
Austin MortonWarden-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

EIN
27-3280319
Phone
2064416922

Signing Officer

Name
Steve Hanson
Title
President
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
Chris McGinness
Phone
2065228000
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“Name: IUPAT GST Galis | Address: PO Box 824248 Philadelphia, PA 19182 | Purpose of payment: Per Capita | Amount: $129871”

Other Expenses.1002

“Office Expenses $7765”

Other Expenses.1007

“Conferences, Conventions, and Meetings $5548”

Other Expenses.1012

“Insurance $1311”

Other Expenses.1

“Reimbursement Expense $64382”

Other Expenses.2

“Executive board fees $2660”

Other Expenses.4

“Purchase of goods for resale $1596”

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt05283
IRS990EZ/BooksInCareOfDetail/PersonNm0Office Manager
IRS990EZ/BooksInCareOfDetail/PhoneNum02064416922
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine106770 E Marginal Way So Bldg E
IRS990EZ/BooksInCareOfDetail/USAddress/City0Seattle
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0303776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0256091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-47685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09058
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0303776
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0256091
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0135476
IRS990EZ/GrossReceiptsAmt0197511
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0460
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0195201
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0303776
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0256091
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0303776
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0256091
IRS990EZ/OccupancyRentUtltsAndMaintAmt09954
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Mudd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Frank Tassara
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Randy Westbrook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kim Slater
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lucio Morales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Matt Ferrier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Steve Dore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sue Klinker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Aaron Calloway
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Steve Hanson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10John Boufford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Israel Salazar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Austin Morton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Past Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Financial Secre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Executive Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Warden
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt083262
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE OF THE LOCAL UNION IS TO ORGANIZE WORKERS AND SECURE IMPROVED WAGES, HOURS AND WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZING, NEGOTIATIONS AND COLLECTIVE BARGAINING.
IRS990EZ/PrintingPublicationsPostageAmt02163
IRS990EZ/ProgramServiceRevenueAmt01850
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE LOCAL UNION'S PROGRAM SERVICE ACTIVITY AND ACCOMPLISHMENT IS TO ORGANIZE ALL WORKERS, AND TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZING, NEGOTIATIONS AND COLLECTIVE BARGAINING.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0245196
IRS990EZ/TotalRevenueAmt0197511
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: IUPAT GST Galis | Address: PO Box 824248 Philadelphia, PA 19182 | Purpose of payment: Per Capita | Amount: $129871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $7765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $5548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reimbursement Expense $64382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE BOARD FEES $2660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Purchase of goods for resale $1596
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Hanson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10IUPAT LOCAL 364
ReturnHeader/Filer/BusinessNameControlTxt0IUPA
ReturnHeader/Filer/EIN0273280319
ReturnHeader/Filer/PhoneNum02064416922
ReturnHeader/Filer/USAddress/AddressLine106770 E Marginal Way So Bldg E
ReturnHeader/Filer/USAddress/City0Seattle
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HUEBNER DOOLEY & MCGINNESS PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101424 NE 155TH ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SHORELINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0981557104
ReturnHeader/PreparerPersonGrp/PhoneNum02065228000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris McGinness
ReturnHeader/ReturnTs02014-11-07T16:55:39-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)5 • <$500k nonprofits