Civic Intelligence

International Union Uaw Local 869

EIN 38-1357912 • 501(c)5 • Warren, MI

View Organization Page

Profile

Promote social and economic justice through collective bargaining, meetings, education, communication, organizing new bargaining units, community action, administration of the organization, maintenance of its property and assets, delivery of benefits to represent members, fraternal and social activities and related activities which further the common interest of the membership.

24257 Mound RdWarren, MI 48091

uawlocal869.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.04x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-21%

Higher net margin than 5% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$51,115

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-23%

Faster asset growth than 4% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-5.2%

Faster revenue growth than 17% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$1,028,040

Down $309,919 (-23%) from 2023

Liabilities

Down

$62,445

Down $63,705 (-50%) from 2023

Net Assets

Down

$965,595

Down $246,214 (-20%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin5th percentile

Revenue

Down

$1,500,933

Down $82,609 (-5.2%) from 2023

Expenses

Up

$1,812,954

Up $207,710 (+13%) from 2023

Net Income

Down

-$312,021

Down $290,319 (-1338%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $388,306Liabilities 2011: $59,902Net Assets 2011: $328,4042011Assets 2014: $566,868Liabilities 2014: $85,772Net Assets 2014: $481,0962014Assets 2015: $802,965Liabilities 2015: $78,620Net Assets 2015: $724,3452015Assets 2016: $939,749Liabilities 2016: $94,842Net Assets 2016: $844,9072016Assets 2017: $866,996Liabilities 2017: $90,363Net Assets 2017: $776,6332017Assets 2018: $1,029,238Liabilities 2018: $109,412Net Assets 2018: $919,8262018Assets 2019: $1,525,135Liabilities 2019: $342,612Net Assets 2019: $1,182,5232019Assets 2020: $1,384,415Liabilities 2020: $161,870Net Assets 2020: $1,222,5452020Assets 2021: $1,429,125Liabilities 2021: $100,724Net Assets 2021: $1,328,4012021Assets 2022: $1,358,971Liabilities 2022: $82,341Net Assets 2022: $1,276,6302022Assets 2023: $1,337,959Liabilities 2023: $126,150Net Assets 2023: $1,211,8092023Assets 2024: $1,028,040Liabilities 2024: $62,445Net Assets 2024: $965,5952024

Highlighted filing

2024

Assets$1,028,040
Liabilities$62,445
Net Assets$965,595
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,036,726Expenses 2011: $1,029,590Net Income 2011: $7,1362011Revenue 2014: $1,452,600Expenses 2014: $1,377,465Net Income 2014: $75,1352014Revenue 2015: $1,755,507Expenses 2015: $1,548,263Net Income 2015: $207,2442015Revenue 2016: $1,840,240Expenses 2016: $1,703,869Net Income 2016: $136,3712016Revenue 2017: $1,757,647Expenses 2017: $1,829,701Net Income 2017: -$72,0542017Revenue 2018: $1,985,603Expenses 2018: $1,824,735Net Income 2018: $160,8682018Revenue 2019: $2,093,927Expenses 2019: $1,614,638Net Income 2019: $479,2892019Revenue 2020: $1,564,540Expenses 2020: $1,706,795Net Income 2020: -$142,2552020Revenue 2021: $1,669,070Expenses 2021: $1,625,267Net Income 2021: $43,8032021Revenue 2022: $1,639,295Expenses 2022: $1,710,881Net Income 2022: -$71,5862022Revenue 2023: $1,583,542Expenses 2023: $1,605,244Net Income 2023: -$21,7022023Revenue 2024: $1,500,933Expenses 2024: $1,812,954Net Income 2024: -$312,0212024

Highlighted filing

2024

Revenue$1,500,933
Expenses$1,812,954
Net Income-$312,021
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,028,040
Liabilities
$62,445
Net assets
$965,595
Revenue
$1,500,933
Expenses
$1,812,954
Net income
-$312,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.06$0.97$1.50$1.81$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.13$1.21$1.58$1.61$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.08$1.28$1.64$1.71$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.43$0.10$1.33$1.67$1.63$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.16$1.22$1.56$1.71$0.14
2019Summary only. Only limited summary data is available for this year.$1.53$0.34$1.18$2.09$1.61$0.48
2018Summary only. Only limited summary data is available for this year.$1.03$0.11$0.92$1.99$1.82$0.16
2017Summary only. Only limited summary data is available for this year.$0.87$0.09$0.78$1.76$1.83$0.07
2016Summary only. Only limited summary data is available for this year.$0.94$0.09$0.84$1.84$1.70$0.14
2015Summary only. Only limited summary data is available for this year.$0.80$0.08$0.72$1.76$1.55$0.21
2014Summary only. Only limited summary data is available for this year.$0.57$0.09$0.48$1.45$1.38$0.08
2011Summary only. Only limited summary data is available for this year.$0.39$0.06$0.33$1.04$1.03$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 26, 2025
Return Version
2024v5.0
Gross Receipts
$1,500,933
Mission and Program Overview

Mission

Promote social/economic justice through collective bargaining, meetings, education, communication, organizing, community action, administration, maintenance of property/assets, delivery of benefits to represented mbrs, fraternal and social activities and activities which further common interests of the membership.

Promote social/economic justice through collective bargaining, meetings, education, communication, organizing, community action, administration, maintenance of property/assets, delivery of benefits to represented mbrs, fraternal & social activities & activities which further common interests of the mbrship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$991,397$679,374▼ $312,023
Cap Stk Tr Prin Current Funds$865,247$616,929▼ $248,318
Pd in Cap Srpls Land Bldg Eqp Fund$346,562$348,666▲ $2,104
Land, Buildings, and Equipment, Net$345,722$347,774▲ $2,052
Inventories for Sale or Use$840$892▲ $52
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,337,959$1,028,040▼ $309,919
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$117,416$59,645▼ $57,771
Accounts Payable and Accrued Expenses$8,734$2,800▼ $5,934
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$126,150$62,445▼ $63,705
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,211,809$965,595▼ $246,214
Total Liabilities and Net Assets / Fund Balance$1,337,959$1,028,040▼ $309,919

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$236,000-$236,000
Equipment$100,774-$100,774
Land$11,000-$11,000
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kim CarterFinancial SecretaryFT$51,115$51,115
Romaine McKinney IIIPresidentPT$43,444$43,444
Sonya SargentRecording SecretaryPT$31,541$31,541
Lorien Grimes-WilliamsVice-PresidentPT$27,324$27,324
Latrice FrostTrustee-ChairPT$6,782$6,782
James R Easton JrSk-T Committeeman-$5,308$5,308
Pamela Mooretrustee-$3,968$3,968
Ladonna S GardnerTrustee-$3,737$3,737
Thumel A JamesCommitteeman-$3,197$3,197
Alonzo BrownCommitteeman-$1,717$1,717
Bernard F HurchallaRetirees Chair-L869-$660$660
Jarell G DobsonSgt-At-Arms-$592$592
William F PattersonRetirees V.P-L869-$540$540
Charles R HowardRetiree-SgtAtArms869-$455$455
Geneva MurffRetirees Chair-L961-$450$450
Linda WalkerRetirees RS-Local961-$450$450
Ileen BerryRetirees Fn Secy-869-$420$420
William GouldRetiree-Trustee-L869-$420$420
Lanvis V WilliamsRetirees-RS-L869-$315$315
Kerry BurnsCommitteeman-$246$246
Bernard PolselliRetirees'-F.S-L1200-$120$120
Richard LoftonRetirees'-Local 1200-$110$110
Ronyetta SmithGuide-$101$101
Gerald L WittChief Steward-$50$50
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,427,326
Investment Income
$60
Other Revenue
$73,547
All Other Contributions
$0
Change in Net Assets
$-312,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,358,386
Salaries, Compensation, and Employee Benefits$454,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$917,124
Occupancy---$218,471
Current Officers, Directors, Trustees, and Key Employees---$183,062
Other Salaries and Wages---$174,195
Travel---$61,406
Other Employee Benefits---$55,956
Payroll Taxes---$32,446
Conferences and Meetings---$28,910
All Other Expenses---$17,931
Information Technology---$14,692
Office Expenses---$13,551
Pension Plan Contributions---$8,909
Other Expenses---$5,288
Fees for Services Other---$4,232
Total Functional Expenses$0$0$0$1,812,954
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
International Union PCT$55,504
UAW Michigan CAP$1,160
UAW Region 1 CAP$1,160
State Tax - December 2024$888
M.E.S.C. - 4th Qtr. 2024$764
Form #940 - 4th Qtr. 2024$169
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Governance Explanations

Form 990, Part VI, Line 19

“Copies are provided upon request. Inspection offered during regular business hours.”

Form 990, Part VI, Line 12C

“All Officers are covered under the policy. Local unions may determine if conflicts exist by constitutionally required trustee audits and the review of monthly financial reports. The parent organization also conducts periodic audits. Restrictions imposed are described in the International Constitution.”

Form 990, Part VI, Line 11B

“There is no process used by the organization to review this form before filing.”

Form 990, Part VI, Line 7B

“All decisions are subject to membership approval.”

Form 990, Part VI, Line 6

“Anyone who has applied for and been accepted for membership is a regular member.”

Filing and Contact Details

Filer

Filer Name
International Union UAW Local 869
EIN
38-1357912
Phone
5867553300
Address
24257 Mound Rd, Warren, MI 48091
Doing Business As
Local Union 869 UAW

Signing Officer

Name
Kim Carter
Title
Financial Secretary
Signed
2025-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Romaine McKinney III
Formed
1950
Legal Domicile
Mi
Voting Board Members
24
Independent Board Members
0
Employees
77
Volunteers
57

Preparer

Firm
RCS Union Software
Address
250 12th Ave, Suite 150, Coralville, IA 52241
Preparer
Tony Greazel
Phone
8667278291
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Changes in Net assets equals $65,807. This figure was arrived at using the following information: . . Change in inventory for sale (Part X, Line 8 B-A): $52 . . Change in Fixed Assets (Part X, line 10C B-A): $2,052 . . Change in total liabilities (Part X, Line 26 A-B): $63,705 . . Change due to rounding: ($2)”

Raw XML AppendixShowing 400 of 589 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/Form990PartVIISectionAGrp/PersonNm0Kim Carter
IRS990/Form990PartVIISectionAGrp/PersonNm1Romaine McKinney III
IRS990/Form990PartVIISectionAGrp/PersonNm2Sonya Sargent
IRS990/Form990PartVIISectionAGrp/PersonNm3Lorien Grimes-Williams
IRS990/Form990PartVIISectionAGrp/PersonNm4Latrice Frost
IRS990/Form990PartVIISectionAGrp/PersonNm5James R Easton Jr
IRS990/Form990PartVIISectionAGrp/PersonNm6Pamela Moore
IRS990/Form990PartVIISectionAGrp/PersonNm7Ladonna S Gardner
IRS990/Form990PartVIISectionAGrp/PersonNm8Thumel A James
IRS990/Form990PartVIISectionAGrp/PersonNm9Alonzo Brown
IRS990/Form990PartVIISectionAGrp/PersonNm10Bernard F Hurchalla
IRS990/Form990PartVIISectionAGrp/PersonNm11Jarell G Dobson
IRS990/Form990PartVIISectionAGrp/PersonNm12William F Patterson
IRS990/Form990PartVIISectionAGrp/PersonNm13Charles R Howard
IRS990/Form990PartVIISectionAGrp/PersonNm14Geneva Murff
IRS990/Form990PartVIISectionAGrp/PersonNm15Linda Walker
IRS990/Form990PartVIISectionAGrp/PersonNm16Ileen Berry
IRS990/Form990PartVIISectionAGrp/PersonNm17William Gould
IRS990/Form990PartVIISectionAGrp/PersonNm18Lanvis V Williams
IRS990/Form990PartVIISectionAGrp/PersonNm19Kerry Burns
IRS990/Form990PartVIISectionAGrp/PersonNm20Bernard Polselli
IRS990/Form990PartVIISectionAGrp/PersonNm21Richard Lofton
IRS990/Form990PartVIISectionAGrp/PersonNm22Ronyetta Smith
IRS990/Form990PartVIISectionAGrp/PersonNm23Gerald L Witt
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2350
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0Financial Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sk-T Committeeman
IRS990/Form990PartVIISectionAGrp/TitleTxt6trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Committeeman
IRS990/Form990PartVIISectionAGrp/TitleTxt9Committeeman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Retirees Chair-L869
IRS990/Form990PartVIISectionAGrp/TitleTxt11Sgt-At-Arms
IRS990/Form990PartVIISectionAGrp/TitleTxt12Retirees V.P-L869
IRS990/Form990PartVIISectionAGrp/TitleTxt13Retiree-SgtAtArms869
IRS990/Form990PartVIISectionAGrp/TitleTxt14Retirees Chair-L961
IRS990/Form990PartVIISectionAGrp/TitleTxt15Retirees RS-Local961
IRS990/Form990PartVIISectionAGrp/TitleTxt16Retirees Fn Secy-869
IRS990/Form990PartVIISectionAGrp/TitleTxt17Retiree-Trustee-L869
IRS990/Form990PartVIISectionAGrp/TitleTxt18Retirees-RS-L869
IRS990/Form990PartVIISectionAGrp/TitleTxt19Committeeman
IRS990/Form990PartVIISectionAGrp/TitleTxt20Retirees'-F.S-L1200
IRS990/Form990PartVIISectionAGrp/TitleTxt21Retirees'-Local 1200
IRS990/Form990PartVIISectionAGrp/TitleTxt22Guide
IRS990/Form990PartVIISectionAGrp/TitleTxt23Chief Steward
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IRS990/MissionDesc0Promote social and economic justice through collective bargaining, meetings, education, communication, organizing new bargaining units, community action, administration of the organization, maintenance of its property and assets, delivery of benefits to represent members, fraternal and social activities and related activities which further the common interest of the membership.
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IRS990/PrincipalOfficerNm0Romaine McKinney III
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099

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