Civic Intelligence

Southwest Regional Joint Board Workers United

990 • Fiscal year 2021 • EIN 43-0822854

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 16, 2022

3235 S Carrier ParkwayGrand Prairie, TX 75052

(792) 639-3201

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

71st percentile

$152,493

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

96th percentile

61%

Faster asset growth than 96% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

15%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$361,191

Up $137,525 (+61%) from 2020

Net Assets

Up

$361,191

Up $137,525 (+61%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$1,080,216

Up $140,901 (+15%) from 2020

Expenses

Up

$942,771

Up $187,132 (+25%) from 2020

Net Income

Down

$137,445

Down $46,231 (-25%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2010: $19,880Liabilities 2010: $40,289Net Assets 2010: -$20,4092010Assets 2011: $116,579Liabilities 2011: $83,527Net Assets 2011: $33,0522011Assets 2012: $33,102Liabilities 2012: $57,305Net Assets 2012: -$24,2032012Assets 2013: $40,101Liabilities 2013: $50,711Net Assets 2013: -$10,6102013Assets 2014: $37,512Liabilities 2014: $37,976Net Assets 2014: -$4642014Assets 2016: $19,090Liabilities 2016: $49,584Net Assets 2016: -$30,4942016Assets 2018: $37,966Liabilities 2018: $23,015Net Assets 2018: $14,9512018Assets 2019: $42,583Liabilities 2019: $0Net Assets 2019: $42,5832019Assets 2020: $223,666Liabilities 2020: $0Net Assets 2020: $223,6662020Assets 2021: $361,191Liabilities 2021: $0Net Assets 2021: $361,1912021Assets 2022: $425,798Liabilities 2022: $38,295Net Assets 2022: $387,5032022Assets 2023: $268,714Liabilities 2023: $41,543Net Assets 2023: $227,1712023Assets 2024: $368,929Liabilities 2024: $65,355Net Assets 2024: $303,5742024

Highlighted filing

2021

Assets$361,191
Liabilities$0
Net Assets$361,191

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $629,742Expenses 2010: $694,734Net Income 2010: -$64,9922010Revenue 2011: $1,035,626Expenses 2011: $982,165Net Income 2011: $53,4612011Revenue 2012: $1,088,670Expenses 2012: $1,158,925Net Income 2012: -$70,2552012Revenue 2013: $1,036,272Expenses 2013: $1,022,679Net Income 2013: $13,5932013Revenue 2014: $999,245Expenses 2014: $989,099Net Income 2014: $10,1462014Revenue 2016: $1,009,645Expenses 2016: $1,024,844Net Income 2016: -$15,1992016Revenue 2018: $916,150Expenses 2018: $873,679Net Income 2018: $42,4712018Revenue 2019: $1,009,311Expenses 2019: $1,004,563Net Income 2019: $4,7482019Revenue 2020: $939,315Expenses 2020: $755,639Net Income 2020: $183,6762020Revenue 2021: $1,080,216Expenses 2021: $942,771Net Income 2021: $137,4452021Revenue 2022: $970,635Expenses 2022: $928,791Net Income 2022: $41,8442022Revenue 2023: $863,930Expenses 2023: $1,061,608Net Income 2023: -$197,6782023Revenue 2024: $1,035,416Expenses 2024: $997,024Net Income 2024: $38,3922024

Highlighted filing

2021

Revenue$1,080,216
Expenses$942,771
Net Income$137,445
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 16, 2022
Return Version
2021v4.0
Gross Receipts
$1,080,216
Mission and Program Overview

Mission

To organize all workers and to secure improved wages hours working conditions and other economic advantages thru organization negotiation and collective bargaining.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$221,827$355,058▲ $133,231
Land, Buildings, and Equipment, Net$1,839$6,133▲ $4,294
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$223,666$361,191▲ $137,525
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$223,666$361,191▲ $137,525
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$223,666$361,191▲ $137,525
Total Liabilities and Net Assets / Fund Balance$223,666$361,191▲ $137,525

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,133$110,696$116,829
Compensation and Service Providers

Employees

NameTitleBaseTotal
Linda GardnerExecutive Board$1,664$1,664
Maria E DelegadoExecutive Board$737$737
Joynell HendersonExecutive Board$721$721
Donna LoganExecutive Board$128$128
Bertha WalkerFinancial Secretary$112$112
Angela TuckerSargeant at Arms$103$103

Board Members and Trustees

NameTitle
Rhonda WoodsPresident
Peggy WoodsVice President
Doris MolizoneExecutive Board
Jean HerveyRegional Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,080,215
Investment Income
$1
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$137,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$474,647
Salaries, Compensation, and Employee Benefits$419,463
Grants and Similar Amounts Paid$48,661
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$0$0$274,454
Payments to Affiliates$0$0$0$213,965
Office Expenses$0$0$0$84,566
Other Employee Benefits$0$0$0$80,742
Occupancy$0$0$0$58,858
Grants to Domestic Individuals$0--$48,661
Pension Plan Contributions$0$0$0$34,758
Conferences and Meetings$0$0$0$34,500
Travel$0$0$0$28,825
Payroll Taxes$0$0$0$25,547
Fees for Services Accounting$0$0$0$21,562
Current Officers, Directors, Trustees, and Key Employees$0$0$0$3,962
Insurance$0$0$0$3,724
Other Expenses$0$0$0$2,554
Fees for Services Other$0$0$0$380
Total Functional Expenses$0$0$0$942,771
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Line 6

The supreme governing body of the organization shall be a meeting of the regional delegates. All decisions made at a regional meeting shall be final and binding upon the organization affiliated local unions and their members. Delegates representing each affiliated local union will be represented by 1 delegate for its first 100 members or less and one additional delegate for each additional 100 members or a majority fraction thereof but in no event to exceed ten. All members of affiliated local unions in good standing shall have equal rights and privileges to participate in the election of officers including regional delegates.

Part VI, Line 7A

The supreme governing body of the organization shall be a meeting of the regional delegates. All decisions made at a regional meeting shall be final and binding upon the organization affiliated local unions and their members. Delegates representing each affiliated local union will be represented by 1 delegate for its first 100 members or less and one additional delegate for each additional 100 members or a majority fraction thereof but in no event to exceed ten. All members of affiliated local unions in good standing shall have equal rights and privileges to participate in the election of officers including regional delegates.

Part VI, Line 7B

All members of affiliated local unions in good standing shall have equal rights and privileges to attend membership meetings to participate in the deliberations and voting upon the business of such meetings to express any views arguments or opinions on any business property before such meetings subject to the rules contained therein.

Part VI, Line 11A

The principal officer review sign and give the order to electronically file the return. The return is made available to the Board at the next meeting.

Part VI, Line 12C

Management reviews LM-30 filings on an annual basis. In addition at least twice a year the policy is reviewed with the officers and staff of the organization at staff meetings. It is reinforced that policy is to be adhered to and any violation of the policy must be reported.

Part VI, Line 15

Under the bylaws of the organization the Director has the authority to set the salaries of all employees of the organization. The Director is also responsible for the selection of the independent accountant.

Part VI, Line 19

Under the bylaws the organization will provide a copy of the bylaws and international constitution upon request of the member. The financial statements and books and records are made available to the members to review at the regional office upon their request. The LM-2 is available to the public through the Department of Labor's website which includes financial and compensation information.

Part VI, Line 6

| Explanation:| All local unions in the jurisdiction of the organization as chartered by Workers United unless exempted by the general executive board delegates representing each affiliated local union will be represented by 1 delegate for its first 100 members or less and one additional delegate for each additional 100 members or a majority fraction thereof but in no event to exceed ten.

Part VII, Line 1A

| Explanation:| Column E: Jean Hervey Regional Director is paid by the affiliated organization for work performed for the organization and the affiliate. The Regional Director does not receive any compensation or benefits from the taxpayer. Other: Schedule J breakdown: Bi - $103,914 Biii - $7,675 C - $16,107 D - $23,017 and Total - $150,713

Filing and Contact Details

Filer

Filer Name
Workers United
EIN
43-0822854
In Care Of
% Jean Hervey
Phone
7926393201
Address
3235 S Carrier Parkway, Grand Prairie, TX 75052

Signing Officer

Name
Jean Hervey
Title
Regional Director
Signed
2022-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Hervey
Formed
1965
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
56
Volunteers
0

Preparer

Preparer
Otis Jones
Phone
8172332988
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IRS990/GamingActivitiesInd0false
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IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
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IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt048661
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt01080216
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
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IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt03724
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01
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IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0110696
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01839
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06133
IRS990/LandBldgEquipCostOrOtherBssAmt0116829
IRS990/LegalDomicileStateCd0TX
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
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IRS990/MissionDesc0To organize all workers and to secure improved wages hours working conditions and other economic advantages thru organization negotiation and collective bargaining.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetAssetsOrFundBalancesBOYAmt0223666
IRS990/NetAssetsOrFundBalancesEOYAmt0361191
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IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0223666
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0361191
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IRS990/OccupancyGrp/TotalAmt058858
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IRS990/OfficeExpensesGrp/TotalAmt084566
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IRS990/Organization501cInd0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt080742
IRS990/OtherExpensesGrp/Desc0Other Per Capita
IRS990/OtherExpensesGrp/Desc1Training
IRS990/OtherExpensesGrp/Desc2Dues and Subscription
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IRS990/OtherExpensesGrp/FundraisingAmt20
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IRS990/OtherExpensesGrp/TotalAmt15873
IRS990/OtherExpensesGrp/TotalAmt28717
IRS990/OtherExpensesGrp/TotalAmt32554
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0274454
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IRS990/PaymentsToAffiliatesGrp/TotalAmt0213965
IRS990/PayrollTaxesGrp/FundraisingAmt00

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