Civic Intelligence

Utility Workers Union of America Local 123 Wua

EIN 38-6091249 • 501(c)5 • Dewitt, MI

Profile

Contractual support for union employees uwua local 123 membership working on property of consumers energy located at 530 w willow, lansing mi

P O Box 504Dewitt, MI 48820

n/A

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

82nd percentile

24%

Higher net margin than 82% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$9,137

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

34%

Faster asset growth than 91% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

20%

Faster revenue growth than 84% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Using 2023 Form 990EZ data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$94,806

Down $28,443 (-23%) from 2022

Liabilities

Up

$171

Up $1 (+0.6%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue65th percentileNet Margin82nd percentile

Revenue

Up

$108,915

Up $17,335 (+19%) from 2022

Expenses

Up

$137,359

Up $41,002 (+43%) from 2022

Net Income

Down

-$28,444

Down $23,667 (-495%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$150K$100K$50K$0Assets 2018: $89,090Liabilities 2018: $02018Assets 2019: $87,815Liabilities 2019: $762019Assets 2020: $104,816Liabilities 2020: $762020Assets 2021: $128,231Liabilities 2021: $375Net Assets 2021: $127,8562021Assets 2022: $123,249Liabilities 2022: $170Net Assets 2022: $123,0792022Assets 2023: $94,806Liabilities 2023: $1712023

Latest loaded filing

2023

Assets$94,806
Liabilities$171
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $142,563Expenses 2018: $132,557Net Income 2018: $10,0062018Revenue 2019: $63,407Expenses 2019: $64,682Net Income 2019: -$1,2752019Revenue 2020: $65,207Expenses 2020: $48,206Net Income 2020: $17,0012020Revenue 2021: $66,406Expenses 2021: $43,290Net Income 2021: $23,1162021Revenue 2022: $91,580Expenses 2022: $96,357Net Income 2022: -$4,7772022Revenue 2023: $108,915Expenses 2023: $137,359Net Income 2023: -$28,4442023

Latest loaded filing

2023

Revenue$108,915
Expenses$137,359
Net Income-$28,444
Open 2023 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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.$0.95$0.00$1.09$1.37$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.92$0.96$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.66$0.43$0.23
2020Summary only. Only limited summary data is available for this year.$1.05$0.00$0.65$0.48$0.17
2019Summary only. Only limited summary data is available for this year.$0.88$0.00$0.63$0.65$0.01
2018Summary only. Only limited summary data is available for this year.$0.89$0.00$1.43$1.33$0.10
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.0
Gross Receipts
$66,406
Mission and Program Overview

Mission

Support Union Employees UWUA

Contractual support for union employees uwua local 123 membership working on property of consumers energy located at 530 w willow, lansing mi

Program Services

DescriptionGrantsExpenses
RETIREMENT & MEMORIALS--
RETIREMENT & MEMORIALS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT PLINEFinancial SePT$5,018-$5,018
ROBERT PAYNERecording Se-$3,958-$3,958
RYAN PHILLIPSVice Preside-$3,303-$3,303
JEREMY SAYERPresident-$3,089-$3,089
JOHN CASTILLONPresident-$2,993-$2,993
Filing and Contact Details

Filer

Filer Name
Utility Workers Union of America
EIN
38-6091249
Phone
5179302242
Address
P O BOX 504, DEWITT, MI 48820

Signing Officer

Name
Scott Pline
Title
Financial Secretary
Phone
5179302242
Signed
2022-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Simply Balanced Accountants Inc
Address
200 E CESAR E CHAVEZ AVE, LANSING, MI 48906
Preparer
Martha Drumheller
Phone
5173211853
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Hall rental 457 total 457”

Form 990-ez, Part I, Line 16

“Expenses office 2,638 travel 1,917 insurance 2,297 donations 3,389 total 10,241”

Form 990-ez, Part I, Line 20

“ACCOUNTS PAYABLE 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 76 375”

Form 990-ez, Part III

“Contractual support for union employees uwua local 123 membership working on property of consumers energy located at 530 w willow, lansing mi”

Form 990-ez, Part III, Line 31

“RETIREMENT & MEMORIALS”

Raw XML Appendix121 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UTILITY WORKERS UNION OF AMERICA
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0LOCAL UNION 123
IRS990EZ/BooksInCareOfDetail/PhoneNum05179302242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 504
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0P O BOX 504
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DEWITT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048820
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049574
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072989
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065904
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023116
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0104816
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128231
IRS990EZ/GrossReceiptsAmt066406
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt045
IRS990EZ/LandAndBuildingsGrp/BOYAmt055242
IRS990EZ/LandAndBuildingsGrp/EOYAmt055242
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0104740
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127856
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0104740
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127856
IRS990EZ/OccupancyRentUtltsAndMaintAmt010337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02993
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13089
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23958
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33303
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt45018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN CASTILLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEREMY SAYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT PAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RYAN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT PLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010241
IRS990EZ/OtherRevenueTotalAmt0457
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONTRACTUAL SUPPORT FOR UNION EMPLOYEES UWUA LOCAL 123 MEMBERSHIP WORKING ON PROPERTY OF CONSUMERS ENERGY LOCATED AT 530 W WILLOW, LANSING MI
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RETIREMENT & MEMORIALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RETIREMENT & MEMORIALS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021962
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt076
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0375
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt043290
IRS990EZ/TotalRevenueAmt066406
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HALL RENTAL 457 TOTAL 457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 2,638 TRAVEL 1,917 INSURANCE 2,297 DONATIONS 3,389 TOTAL 10,241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 76 375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACTUAL SUPPORT FOR UNION EMPLOYEES UWUA LOCAL 123 MEMBERSHIP WORKING ON PROPERTY OF CONSUMERS ENERGY LOCATED AT 530 W WILLOW, LANSING MI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RETIREMENT & MEMORIALS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT PLINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05179302242
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTILITY WORKERS UNION OF AMERICA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 123
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0386091249
ReturnHeader/Filer/PhoneNum05179302242
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 504
ReturnHeader/Filer/USAddress/CityNm0DEWITT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048820
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842278408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMPLY BALANCED ACCOUNTANTS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 E CESAR E CHAVEZ AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048906
ReturnHeader/PreparerPersonGrp/PhoneNum05173211853
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA DRUMHELLER
ReturnHeader/ReturnTs02022-05-10T12:53:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PLINE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.