Civic Intelligence

International Union United Auto Aerospace & Agricultural Workers

990 • Fiscal year 2013 • EIN 38-0679801

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 16, 2015

8000 E Jefferson AvenueDetroit, MI 48214

(313) 926-5431

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Liabilities / Revenue

12th percentile

0.04x

Higher debt load relative to revenue than 12% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Net Margin

9th percentile

-8.5%

Higher net margin than 9% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Source year 2013

Top Officer Pay

12th percentile

$209,316

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2013 filings • $250M-$1B nonprofits • Source year 2013

Asset Growth

10th percentile

-2.4%

Faster asset growth than 10% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Annualized from 2012 to 2013

Revenue Growth

17th percentile

-4.2%

Faster revenue growth than 17% of similar nonprofits.

2013 filings • $250M-$1B nonprofits • Annualized from 2011 to 2013

Assets

Down

$801,192,515

Down $19,783,279 (-2.4%) from 2012

Net Assets

Down

$794,641,151

Down $19,447,648 (-2.4%) from 2012

Liabilities

Down

$6,551,364

Down $335,631 (-4.9%) from 2012

Revenue

$171,390,562

No earlier filing loaded for comparison.

Expenses

Down

$186,028,029

Down $35,346,321 (-16%) from 2012

Net Income

-$14,637,467

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2010: $907,997,690Liabilities 2010: $4,521,810Net Assets 2010: $903,475,8802010Assets 2011: $868,416,183Liabilities 2011: $7,072,015Net Assets 2011: $861,344,1682011Assets 2012: $820,975,794Liabilities 2012: $6,886,995Net Assets 2012: $814,088,7992012Assets 2013: $801,192,515Liabilities 2013: $6,551,364Net Assets 2013: $794,641,1512013Assets 2014: $797,569,984Liabilities 2014: $6,583,716Net Assets 2014: $790,986,2682014Assets 2015: $761,640,083Liabilities 2015: $9,318,767Net Assets 2015: $752,321,3162015Assets 2016: $809,697,376Liabilities 2016: $135,562,299Net Assets 2016: $674,135,0772016Assets 2017: $874,025,805Liabilities 2017: $122,177,118Net Assets 2017: $751,848,6872017Assets 2018: $922,860,638Liabilities 2018: $115,925,261Net Assets 2018: $806,935,3772018Assets 2019: $905,725,453Liabilities 2019: $107,351,041Net Assets 2019: $798,374,4122019Assets 2020: $974,175,860Liabilities 2020: $101,095,713Net Assets 2020: $873,080,1472020Assets 2021: $1,004,419,854Liabilities 2021: $90,827,680Net Assets 2021: $913,592,1742021Assets 2022: $943,897,009Liabilities 2022: $84,140,734Net Assets 2022: $859,756,2752022Assets 2023: $942,051,406Liabilities 2023: $3,757,429Net Assets 2023: $938,293,9772023Assets 2024: $973,017,644Liabilities 2024: $6,597,463Net Assets 2024: $966,420,1812024

Highlighted filing

2013

Assets$801,192,515
Liabilities$6,551,364
Net Assets$794,641,151

Operations Trend

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

$600M$400M$200M$0-$200MExpenses 2010: $237,355,7552010Revenue 2011: $186,927,012Expenses 2011: $223,564,049Net Income 2011: -$36,637,0372011Expenses 2012: $221,374,3502012Revenue 2013: $171,390,562Expenses 2013: $186,028,029Net Income 2013: -$14,637,4672013Revenue 2014: $171,690,993Expenses 2014: $179,634,629Net Income 2014: -$7,943,6362014Revenue 2015: $212,287,289Expenses 2015: $247,542,349Net Income 2015: -$35,255,0602015Revenue 2016: $217,652,871Expenses 2016: $291,953,382Net Income 2016: -$74,300,5112016Revenue 2017: $233,194,875Expenses 2017: $151,564,817Net Income 2017: $81,630,0582017Revenue 2018: $219,844,342Expenses 2018: $164,320,305Net Income 2018: $55,524,0372018Revenue 2019: $244,587,725Expenses 2019: $251,537,920Net Income 2019: -$6,950,1952019Revenue 2020: $260,774,807Expenses 2020: $176,598,408Net Income 2020: $84,176,3992020Revenue 2021: $264,597,423Expenses 2021: $192,779,428Net Income 2021: $71,817,9952021Revenue 2022: $221,369,279Expenses 2022: $243,655,148Net Income 2022: -$22,285,8692022Revenue 2023: $438,419,851Expenses 2023: $355,418,716Net Income 2023: $83,001,1352023Revenue 2024: $273,009,989Expenses 2024: $240,440,469Net Income 2024: $32,569,5202024

Highlighted filing

2013

Revenue$171,390,562
Expenses$186,028,029
Net Income-$14,637,467
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$171,406,443
Mission and Program Overview

Mission

Collective bargaining, meetings, education, communication, organizing new bargaining units, community action, administration of the organization, maintenance of its properties and assets, delivery of benefits to members, fraternal and social activities, support of unaffiliated and/or subordinate organizations and related activities which further the common interests of the membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$814,088,799$794,651,060▼ $19,437,739
Investments in Publicly Traded Securities$783,827,025$725,852,861▼ $57,974,164
Investments Other Securities$21,979,764$60,471,836▲ $38,492,072
Accounts Receivable$7,582,004$6,319,006▼ $1,262,998
Other Notes and Loans Receivable, Net$2,752,091$4,020,646▲ $1,268,555
Land, Buildings, and Equipment, Net$2,362,133$2,045,832▼ $316,301
Cash and Non-Interest-Bearing Accounts$1,978,484$1,997,950▲ $19,466
Inventories for Sale or Use$494,293$494,293→ $0
Total Assets$820,975,794$801,202,424▼ $19,773,370
Liabilities
Other Liabilities$4,855,783$4,587,970▼ $267,813
Accounts Payable and Accrued Expenses$2,031,212$1,963,394▼ $67,818
Total Liabilities$6,886,995$6,551,364▼ $335,631
Net Assets / Fund Balance
Total Net Assets Fund Balance$814,088,799$794,651,060▼ $19,437,739
Total Liabilities and Net Assets / Fund Balance$820,975,794$801,202,424▼ $19,773,370

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,045,832$39,234,523$41,280,355
Other Securities$125,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert KingPresidentFT$177,127$32,189$209,316
Michael Glenning-FT$172,458$29,080$201,538
Dennis D WilliamsSec-treasureFT$162,055$35,973$198,028
Dennis D WilliamsSec-treasurer-$162,055$35,973$198,028
Danny Trull Sr-FT$163,964$28,603$192,567
General HoliefieldVice PresideFT$154,982$33,620$188,602
General HoliefieldVice President-$154,982$33,620$188,602
James SettlesVice PresideFT$153,715$33,062$186,777
James SettlesVice President-$153,715$33,062$186,777
James Gallagher--$157,788$28,510$186,298
Cynthia EstradaVice PresideFT$155,057$30,972$186,029
Cynthia EstradaVice President-$155,057$30,972$186,029
---$155,377$29,396$184,773
Joseph AshtonVice PresideFT$154,090$30,482$184,572
Joseph AshtonVice President-$154,090$30,482$184,572
Michael Nicholson--$155,670$28,254$183,924
Scott AdamsRegional DirectorFT$149,183$34,469$183,652
Gary JonesRegional DirectorFT$145,687$33,691$179,378
Gerald KariemRegional DirectorFT$145,847$30,532$176,379
Gary CasteelRegional DirectorFT$145,264$31,112$176,376
Kenneth LortzRegional DirectorFT$145,557$30,333$175,890
Julie KushnerRegional DirectorFT$143,442$32,398$175,840
Ronald Mc InroyRegional DirectorFT$145,386$29,848$175,234
Norwood JewellRegional DirectorFT$143,953$29,610$173,563
Rory GambleRegional DirectorFT$143,503$29,516$173,019
Charles HallRegional DirectorFT$141,946$30,563$172,509
Michael WatierTrusteeFT$2,130$285$2,415
Daniel NorrisTrusteeFT$2,130$224$2,354
Phyllis BlustTrusteeFT$1,064$399$1,463

Highest Paid Contractors

ContractorServicesLocationCompensation
Grandview Construction INCConstruction-$810,713
QuadgraphicsGraphic Design-$713,880
Temperature Services INCHvac-$576,121
Smith Brothers Electric INCElectical Srv-$562,396
Mcknight Mc Clow CanzandLegal Services-$532,238
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$109,932,429
Investment Income
$32,807,740
Other Revenue
$28,660,302
Change in Net Assets
$-14,627,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$107,747,893
Other Expenses$73,894,668
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$56,658,931
Other Employee Benefits---$38,623,975
Fees for Services Other---$12,608,265
All Other Expenses---$11,137,114
Travel---$9,153,241
Conferences and Meetings---$9,045,177
Pension Plan Contributions---$5,143,604
Payroll Taxes---$4,909,265
Benefits to Members---$4,385,468
Fees for Services Legal---$4,279,842
Payments to Affiliates---$4,143,355
Insurance---$2,969,099
Current Officers, Directors, Trustees, and Key Employees---$2,412,118
Fees for Service Investment Mgmnt Fees---$1,888,346
Other Expenses---$1,681,264
Occupancy---$1,389,009
Depreciation Depletion---$934,828
Office Expenses---$617,892
Information Technology---$540,476
Advertising---$420,815
Interest---$64,630
Total Functional Expenses$0$0$0$186,028,029
International Activity

International Summary

Offices
1
Employees
4
Spending
$626,776

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesService of Members14$626,776
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Michael GlenningFamily-officerCompensationNo$166,712
Thomas AshtonFamily-officerCompensationNo$125,500
Patrick AshtonFamily-officerCompensationNo$115,125
Justin JewellFamily of DirCompensationNo$110,034
Traci SeelyFamily of DirCompensationNo$65,887
Andrea WilliamsFamily-officerCompensationNo$65,022
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Local Union Rebates Payable$2,879,942
Veba Payable$691,928
Troubled Workers$453,709
Loans Payable$345,000
Payroll Deductions$217,391
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI

Form 990, part vi, line 12a - organization's conflict of interest policy - the organization follows the uaw ethical practices code. Form 990, part vi, line 15 - determination of compensation - the organization's officer and staff compensation is subject to review and approval at each constitutional convention.

Form 990, Page 6, Part VI, Line 6

Uaw membership is governed by the uaw constitution and federal labor law and is freely available to persons working in bargaining units for which the uaw has been designated as the exclusive collective bargaining representative under federal labor law.

Form 990, Page 6, Part VI, Line 7A

Uaw members are entitled to vote for various elected leadership, in accordance with the uaw constitution and federal labor law. As permitted by federal labor law, the uaw elects its leadership through a convention at which elected delegates elect the officers of the international union.

Form 990, Page 6, Part VI, Line 7B

Uaw members are entitled to vote on a variety of subjects, including authorization for strike actions, ratification of collective bargaining agreements and other matters in accordance with the uaw constitution and federal labor law.

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

The form 990 was prepared under the supervision of the international secretary-treasurer who is responsible for such filings under the terms of the uaw constitution.

Form 990, Page 6, Part VI, Line 19

In accordance with federal labor law, various governing documents - including the uaw constitution and the uaw ethical practices code - are freely available to uaw members.

Filing and Contact Details

Filer

EIN
38-0679801
Phone
3139265431

Signing Officer

Name
Gary Casteel
Title
Secretary-treasurer
Phone
3139265431
Signed
2015-02-16

Organization Details

Principal Officer
Gary Casteel
Formed
1941
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
0
Employees
1,162

Preparer

Preparer
James C Johnson
Phone
2483984040
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

Receipts of proceeds from the sale of scrap metal generated from a building maintenance project at the uaw headquarters building has been added to the statement of revenue and the cash is reported on the balance sheet.

FORM 990 - ORGANIZATION'S MISSION

Collective bargaining, meetings, education, communication, organizing new bargaining units, community action, administration of the organization, maintenance of its properties and assets, delivery of benefits to members, fraternal and social activities, support of unaffiliated and/or subordinate organizations and related activities which further the common interests of the membership.

Form 990, Page 2, Part III, Line 4D

Collective bargaining, meetings, education, communication, organizing new bargaining units, community action, administration of the organization, maintenance of its properties and assets, delivery of benefits to members, fraternal and social activities, support of unaffiliated and/or subordinate organizations and related activities which further the common interests of the membership.

Form 990, Part V, Line 4B

CANADA

Form 990, Part XI, Line 9

Current subsidiaries losses not on 990 return -4,248,269 subsidiary value of loan receivable not on 990 63,269 non cash transactions: 0 note rec and misc adv writeoff -3,851 furniture & equipment expensed 461,379 items reported on ubc 990 ein 38-6111612: 0 expenses for ubc paid for by uaw international -280,767 proceeds from assets sold transferred to int'l 560,000 ubc assets purchased by uaw int'l -1,665,509 equipment purchased by uaw int'l -2,677 depreciation recorded on both 990's 159,824 rental income transferred to uaw int'l 146,420

Raw XML AppendixShowing 400 of 938 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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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$973$6.60$966$273$240$32.6
2023Detailed filing. Detailed filing data is available for this year.$942$3.76$938$438$355$83.0
2022Detailed filing. Detailed filing data is available for this year.$944$84.1$860$221$244$22.3
2021Detailed filing. Detailed filing data is available for this year.$1,004$90.8$914$265$193$71.8
2020Detailed filing. Detailed filing data is available for this year.$974$101$873$261$177$84.2
2019Detailed filing. Detailed filing data is available for this year.$906$107$798$245$252$6.95
2018Detailed filing. Detailed filing data is available for this year.$923$116$807$220$164$55.5
2017Detailed filing. Detailed filing data is available for this year.$874$122$752$233$152$81.6
2016Detailed filing. Detailed filing data is available for this year.$810$136$674$218$292$74.3
2015Detailed filing. Detailed filing data is available for this year.$762$9.32$752$212$248$35.3
2014Detailed filing. Detailed filing data is available for this year.$798$6.58$791$172$180$7.94
2013Detailed filing. Detailed filing data is available for this year.$801$6.55$795$171$186$14.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$821$6.89$814$221
2011Summary only. Only limited summary data is available for this year.$868$7.07$861$187$224$36.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$908$4.52$903$237