Civic Intelligence

Utility Workers Union of America AFL Cio

990 • Fiscal year 2019 • EIN 38-0826713

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 22, 2020

15160 North Commerce DriveDearborn, MI 48120-1225

(734) 664-2006

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

53rd percentile

0.01x

Higher debt load relative to revenue than 53% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

88th percentile

28%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$13,261

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

10%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$988,837

Up $156,167 (+19%) from 2018

Net Assets

Up

$987,025

Up $156,468 (+19%) from 2018

Liabilities

Down

$1,812

Down $301 (-14%) from 2018

Revenue

Up

$203,643

Up $19,050 (+10%) from 2018

Expenses

Down

$146,932

Down $10,714 (-6.8%) from 2018

Net Income

Up

$56,711

Up $29,764 (+110%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $394,338Liabilities 2011: $1,1652011Assets 2012: $385,615Liabilities 2012: $1,3302012Assets 2013: $395,789Liabilities 2013: $1,391Net Assets 2013: $394,3982013Assets 2014: $429,609Liabilities 2014: $1,197Net Assets 2014: $428,4122014Assets 2015: $833,034Liabilities 2015: $547Net Assets 2015: $832,4872015Assets 2016: $850,782Liabilities 2016: $963Net Assets 2016: $849,8192016Assets 2017: $868,618Liabilities 2017: $1,584Net Assets 2017: $867,0342017Assets 2018: $832,670Liabilities 2018: $2,113Net Assets 2018: $830,5572018Assets 2019: $988,837Liabilities 2019: $1,812Net Assets 2019: $987,0252019Assets 2020: $1,149,583Liabilities 2020: $2,349Net Assets 2020: $1,147,2342020Assets 2021: $1,295,889Liabilities 2021: $1,702Net Assets 2021: $1,294,1872021Assets 2022: $1,202,110Liabilities 2022: $1,632Net Assets 2022: $1,200,4782022Assets 2023: $1,338,246Liabilities 2023: $1,960Net Assets 2023: $1,336,2862023

Highlighted filing

2019

Assets$988,837
Liabilities$1,812
Net Assets$987,025

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $119,760Expenses 2011: $130,198Net Income 2011: -$10,4382011Revenue 2012: $120,924Expenses 2012: $129,812Net Income 2012: -$8,8882012Revenue 2013: $124,698Expenses 2013: $114,585Net Income 2013: $10,1132013Revenue 2014: $143,999Expenses 2014: $109,985Net Income 2014: $34,0142014Revenue 2015: $571,439Expenses 2015: $168,513Net Income 2015: $402,9262015Revenue 2016: $182,254Expenses 2016: $163,773Net Income 2016: $18,4812016Revenue 2017: $185,783Expenses 2017: $168,568Net Income 2017: $17,2152017Revenue 2018: $184,593Expenses 2018: $157,646Net Income 2018: $26,9472018Revenue 2019: $203,643Expenses 2019: $146,932Net Income 2019: $56,7112019Revenue 2020: $206,289Expenses 2020: $107,319Net Income 2020: $98,9702020Revenue 2021: $220,162Expenses 2021: $113,197Net Income 2021: $106,9652021Revenue 2022: $196,806Expenses 2022: $147,944Net Income 2022: $48,8622022Revenue 2023: $223,749Expenses 2023: $151,639Net Income 2023: $72,1102023

Highlighted filing

2019

Revenue$203,643
Expenses$146,932
Net Income$56,711
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 22, 2020
Return Version
2019v5.1
Gross Receipts
$934,295
Mission and Program Overview

Mission

To secure improved wages, hours and working conditions through organizing, negotiations and collective bargaining.

To secure improved wages, hours and working conditions for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$600,736$699,725▲ $98,989
Cash and Non-Interest-Bearing Accounts$108,095$157,320▲ $49,225
Savings and Temporary Cash Investments$79,511$88,071▲ $8,560
Land, Buildings, and Equipment, Net$44,328$43,721▼ $607
Total Assets$832,670$988,837▲ $156,167
Liabilities
Other Liabilities$2,113$1,812▼ $301
Total Liabilities$2,113$1,812▼ $301
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$830,557$987,025▲ $156,468
Total Net Assets Fund Balance$830,557$987,025▲ $156,468
Total Liabilities and Net Assets / Fund Balance$832,670$988,837▲ $156,167

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$37,880$18,940$56,820
Equipment$5,841$29,991$35,832
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Christopher JonesChief StewardFT$13,261$13,261
Ignatius BrennanVice ChairmanFT$13,261$13,261
John SteffesTreasurerFT$13,261$13,261
Todd MihalyfiRecording SecretaryFT$13,261$13,261
Marc LittleChairmanFT$10,500$10,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$186,086
Investment Income
$11,935
Other Revenue
$5,622
Change in Net Assets
$56,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,845
Salaries, Compensation, and Employee Benefits$69,087
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$63,544
Conferences and Meetings---$31,090
Office Expenses---$15,880
Travel---$10,127
Fees for Services Accounting---$6,200
Payroll Taxes---$5,543
Fees for Service Investment Mgmnt Fees---$4,124
Depreciation Depletion---$3,484
Information Technology---$2,853
Insurance---$587
Other Expenses---$565
Total Functional Expenses$0$0$0$146,932
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Withholdings$1,812
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The local union consists of dues paying members.

Form 990, Part VI, Section A, Line 7A

All members in good standing are entitled to vote for the executive board.

Form 990, Part VI, Section A, Line 7B

Certain decisions of the executive board are subject to the approval by the general membership as detailed in the international constitution and the local union by-laws.

Form 990, Part VI, Section A, Line 8B

The local union does not have committees that act on behalf of the governing board.

Form 990, Part VI, Section B, Line 11B

The organization's form 990 is available for review by the governing board prior to filing at the union hall. The form 990 is reviewed by the principal officer at the time of signing.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Utility Workers Afl-cio
EIN
38-0826713
Phone
7346642006
Address
15160 NORTH COMMERCE DRIVE, DEARBORN, MI 48120-1225

Signing Officer

Name
John Steffes
Title
Treasurer
Phone
7346642006
Signed
2020-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Steffes
Formed
2002
Legal Domicile
Mi
Voting Board Members
5
Independent Board Members
0
Employees
5
Volunteers
0

Preparer

Firm
Kushner Kippelman & Taub Pllc
Address
28580 ORCHARD LAKE ROAD SUITE 250, FARMINGTON HILLS, MI 48334
Preparer
David R Taubcpa
Phone
2486265258
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gain on investments 99,757.

Raw XML Appendix312 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/BooksInCareOfDetail/PhoneNum07346642006
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019329
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0600736
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LOCAL UNION CONSISTS OF DUES PAYING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS IN GOOD STANDING ARE ENTITLED TO VOTE FOR THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN DECISIONS OF THE EXECUTIVE BOARD ARE SUBJECT TO THE APPROVAL BY THE GENERAL MEMBERSHIP AS DETAILED IN THE INTERNATIONAL CONSTITUTION AND THE LOCAL UNION BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE LOCAL UNION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR REVIEW BY THE GOVERNING BOARD PRIOR TO FILING AT THE UNION HALL. THE FORM 990 IS REVIEWED BY THE PRINCIPAL OFFICER AT THE TIME OF SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAIN ON INVESTMENTS 99,757.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
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IRS990/TaxExemptBondsInd00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN STEFFES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07346642006
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTILITY WORKERS AFL-CIO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL UNION NO 223 GAS UNIT/DIVISION
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0380826713
ReturnHeader/Filer/PhoneNum07346642006
ReturnHeader/Filer/USAddress/AddressLine1Txt015160 NORTH COMMERCE DRIVE
ReturnHeader/Filer/USAddress/CityNm0DEARBORN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0481201225
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02E61D5A0CB29968F7F43A4CD9A557593CBD54CE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08D3E637587C047335C758A5C707D8BF5CF7EB061
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.58.221.201
ReturnHeader/FilingSecurityInformation/IPDt02020-03-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:21:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261482899
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KUSHNER KIPPELMAN & TAUB PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028580 ORCHARD LAKE ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048334
ReturnHeader/PreparerPersonGrp/PhoneNum02486265258
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R TAUBCPA
ReturnHeader/ReturnTs02020-05-08T07:42:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.22$0.15$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.20$0.15$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.29$0.22$0.11$0.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.21$0.11$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.20$0.15$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.18$0.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.19$0.17$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.18$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.57$0.17$0.40
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.14$0.11$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.40$0.00$0.39$0.12$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$0.39$0.00$0.12$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$0.39$0.00$0.12$0.13$0.01