Civic Intelligence

Afge-Local 609

990 • Fiscal year 2021 • EIN 35-2127650

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 31, 2021

5674 Caito DriveIndianapolis, IN 46226

(317) 554-0000

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.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.05x

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

37th percentile

3.6%

Higher net margin than 37% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-23%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-29%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$156,966

Down $45,588 (-23%) from 2020

Net Assets

Down

$146,758

Down $41,694 (-22%) from 2020

Liabilities

Down

$10,208

Down $3,894 (-28%) from 2020

Revenue

Down

$217,878

Down $88,330 (-29%) from 2020

Expenses

Down

$210,007

Down $18,210 (-8.0%) from 2020

Net Income

Down

$7,871

Down $70,120 (-90%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $106,169Liabilities 2016: $0Net Assets 2016: $106,1692016Assets 2017: $83,855Liabilities 2017: $13,893Net Assets 2017: $69,9622017Assets 2018: $65,071Liabilities 2018: $14,132Net Assets 2018: $50,9392018Assets 2019: $124,452Liabilities 2019: $13,991Net Assets 2019: $110,4612019Assets 2020: $202,554Liabilities 2020: $14,102Net Assets 2020: $188,4522020Assets 2021: $156,966Liabilities 2021: $10,208Net Assets 2021: $146,7582021Assets 2022: $135,009Liabilities 2022: $10,887Net Assets 2022: $124,1222022Assets 2023: $43,145Liabilities 2023: $14,677Net Assets 2023: $28,4682023Assets 2024: $67,573Liabilities 2024: $15,435Net Assets 2024: $52,1382024Assets 2025: $122,694Liabilities 2025: $10,073Net Assets 2025: $112,6212025

Highlighted filing

2021

Assets$156,966
Liabilities$10,208
Net Assets$146,758

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $246,276Expenses 2016: $287,682Net Income 2016: -$41,4062016Revenue 2017: $275,877Expenses 2017: $312,084Net Income 2017: -$36,2072017Revenue 2018: $295,930Expenses 2018: $314,954Net Income 2018: -$19,0242018Revenue 2019: $308,442Expenses 2019: $73,726Net Income 2019: $234,7162019Revenue 2020: $306,208Expenses 2020: $228,217Net Income 2020: $77,9912020Revenue 2021: $217,878Expenses 2021: $210,007Net Income 2021: $7,8712021Revenue 2022: $229,190Expenses 2022: $251,826Net Income 2022: -$22,6362022Revenue 2023: $282,536Expenses 2023: $376,753Net Income 2023: -$94,2172023Revenue 2024: $316,767Expenses 2024: $293,097Net Income 2024: $23,6702024Revenue 2025: $344,883Expenses 2025: $284,513Net Income 2025: $60,3702025

Highlighted filing

2021

Revenue$217,878
Expenses$210,007
Net Income$7,871
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 31, 2021
Return Version
2020v4.1
Gross Receipts
$217,878
Mission and Program Overview

Mission

Provide members with contract negotiation, education and arbitration assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$202,245$156,966▼ $45,279
Rtn Earn Endowment Incm Other Fnds$188,452$146,758▼ $41,694
Land, Buildings, and Equipment, Net$309$0▼ $309
Total Assets$202,554$156,966▼ $45,588
Liabilities
Accounts Payable and Accrued Expenses$14,102$10,208▼ $3,894
Total Liabilities$14,102$10,208▼ $3,894
Net Assets / Fund Balance
Total Net Assets Fund Balance$188,452$146,758▼ $41,694
Total Liabilities and Net Assets / Fund Balance$202,554$156,966▼ $45,588

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$20,895$20,895
Other Land Buildings$0$7,320$7,320
Land$0-$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Terri JamesPresident
MJ BurkeVice President
Alesia WilliamsSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$212,087
Program Service Revenue
$5,720
Investment Income
$71
Other Revenue
$0
Change in Net Assets
$7,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,007
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
Payments to Affiliates$131,506$0$0$131,506
All Other Expenses$33,552$0$0$33,552
Fees for Services Other$17,623$0$0$17,623
Occupancy$9,750$0$0$9,750
Fees for Services Accounting$0$7,975$0$7,975
Fees for Services Legal$5,200$0$0$5,200
Depreciation Depletion$2,458$0$0$2,461
Office Expenses$1,261$0$0$1,261
Information Technology$557$0$0$557
Conferences and Meetings$75$0$0$75
Travel$42$5$0$47
Total Functional Expenses$202,024$7,980$0$210,007
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
Yes
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
Filing and Contact Details

Filer

Filer Name
AFGE-Local 609
EIN
35-2127650
Phone
3175540000
Address
5674 Caito Drive, Indianapolis, IN 46226

Signing Officer

Name
Alesia Williams-Smith
Title
Treasurer
Phone
3175540000
Signed
2021-10-31
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
In
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
CPA Network LLC
Address
320 2nd Street SW, CARMEL, IN 46032
Preparer
Frederick S Grief CPA
Phone
3175754260
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

Members are elected to the board every three years.

Pt VI, Line 7B

Annual Budget is prepared by the president and approved by the membership annually.

Pt VI, Line 11B

Form 990 is reviewed by the president and treasurer within two weeks of the filing deadline.

Pt VI, Line 12C

The organization reviews the event(s) on a facts and circumstances basis. Updates and enforcement rules are updated based upon the situation.

Pt XI

Distribution to Local 610. AFGE Locals 609 & 610 seperated at the beginning of this fiscal year. This distribution reflected AFGE 610s proportionate share of the bank balance.

Form 990, Part IX, Line 24E

Bank Service Charge 258. 258.

Form 990, Part IX, Line 24E

Organizing Expense:Cost of Organizing Items 1507. 1507.

Form 990, Part IX, Line 24E

Organizing Expense:Org. Lunch & Learn 6079. 6079.

Form 990, Part IX, Line 24E

Organizing Expense:Recruitment Rebates 15050. 15050.

Form 990, Part IX, Line 24E

Occupancy Costs:Repairs & Maint. 587. 587.

Form 990, Part IX, Line 24E

Organizing Expense:Org. Union Fair 4807. 4807.

Form 990, Part IX, Line 24E

Postage 1746. 1746.

Form 990, Part IX, Line 24E

Printing:Publications 2839. 2839.

Form 990, Part IX, Line 24E

Subscriptions 679. 679.

Raw XML Appendix333 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.

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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028215
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0309
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt028215
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members are elected to the board every three years.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual Budget is prepared by the president and approved by the membership annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed by the president and treasurer within two weeks of the filing deadline.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization reviews the event(s) on a facts and circumstances basis. Updates and enforcement rules are updated based upon the situation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Distribution to Local 610. AFGE Locals 609 & 610 seperated at the beginning of this fiscal year. This distribution reflected AFGE 610s proportionate share of the bank balance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Service Charge 258. 258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Organizing Expense:Cost of Organizing Items 1507. 1507.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Subscriptions 679. 679.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
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IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046202
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alesia Williams-Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03175540000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AFGE-Local 609
ReturnHeader/Filer/BusinessNameControlTxt0AFGE
ReturnHeader/Filer/EIN0352127650
ReturnHeader/Filer/PhoneNum03175540000
ReturnHeader/Filer/USAddress/AddressLine1Txt05674 Caito Drive
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA Network LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 2nd Street SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046032
ReturnHeader/PreparerPersonGrp/PhoneNum03175754260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick S Grief CPA
ReturnHeader/ReturnTs02021-12-09T10:26:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alesia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Williams-Smith
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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