Civic Intelligence

American Postal Workers Union AFL-CIO

990 • Fiscal year 2020 • EIN 52-0913725

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 30, 2021

1300 L Street NW No 200Washington, DC 20005-4128

(202) 842-4215

Siviq Scores

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

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.09x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$211,198

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-3.5%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Assets

Flat

$124,755,681

Flat from 2020

Net Assets

Flat

$119,832,755

Flat from 2020

Liabilities

Flat

$4,922,926

Flat from 2020

Revenue

Flat

$57,886,195

Flat from 2020

Expenses

Flat

$45,188,825

Flat from 2020

Net Income

Flat

$12,697,370

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $39,942,202Liabilities 2010: $5,166,247Net Assets 2010: $34,775,9552010Assets 2011: $37,978,288Liabilities 2011: $4,727,177Net Assets 2011: $33,251,1112011Assets 2012: $39,142,317Liabilities 2012: $2,625,230Net Assets 2012: $36,517,0872012Assets 2013: $43,400,740Liabilities 2013: $2,353,648Net Assets 2013: $41,047,0922013Assets 2014: $46,441,711Liabilities 2014: $2,227,040Net Assets 2014: $44,214,6712014Assets 2015: $53,660,304Liabilities 2015: $2,256,268Net Assets 2015: $51,404,0362015Assets 2016: $59,291,153Liabilities 2016: $2,459,228Net Assets 2016: $56,831,9252016Assets 2017: $78,448,017Liabilities 2017: $2,546,613Net Assets 2017: $75,901,4042017Assets 2018: $93,945,956Liabilities 2018: $4,882,643Net Assets 2018: $89,063,3132018Assets 2019: $109,255,898Liabilities 2019: $4,801,668Net Assets 2019: $104,454,2302019Assets 2020: $124,755,681Liabilities 2020: $4,922,926Net Assets 2020: $119,832,7552020Assets 2020: $124,755,681Liabilities 2020: $4,922,926Net Assets 2020: $119,832,7552020Assets 2021: $140,864,029Liabilities 2021: $5,581,456Net Assets 2021: $135,282,5732021Assets 2022: $139,547,632Liabilities 2022: $6,025,478Net Assets 2022: $133,522,1542022Assets 2024: $168,176,629Liabilities 2024: $3,019,782Net Assets 2024: $165,156,8472024

Highlighted filing

2020

Assets$124,755,681
Liabilities$4,922,926
Net Assets$119,832,755

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $49,732,2732010Revenue 2011: $51,915,105Expenses 2011: $53,733,026Net Income 2011: -$1,817,9212011Revenue 2012: $55,699,237Expenses 2012: $53,016,364Net Income 2012: $2,682,8732012Revenue 2013: $58,275,180Expenses 2013: $53,334,047Net Income 2013: $4,941,1332013Revenue 2014: $52,248,138Expenses 2014: $50,591,056Net Income 2014: $1,657,0822014Revenue 2015: $57,744,913Expenses 2015: $46,838,726Net Income 2015: $10,906,1872015Revenue 2016: $56,846,519Expenses 2016: $51,689,244Net Income 2016: $5,157,2752016Revenue 2017: $59,937,582Expenses 2017: $41,987,127Net Income 2017: $17,950,4552017Revenue 2018: $62,258,549Expenses 2018: $47,277,864Net Income 2018: $14,980,6852018Revenue 2019: $59,999,303Expenses 2019: $46,531,908Net Income 2019: $13,467,3952019Revenue 2020: $57,886,195Expenses 2020: $45,188,825Net Income 2020: $12,697,3702020Revenue 2020: $57,886,195Expenses 2020: $45,188,825Net Income 2020: $12,697,3702020Revenue 2021: $57,883,308Expenses 2021: $40,955,064Net Income 2021: $16,928,2442021Revenue 2022: $61,403,375Expenses 2022: $52,689,530Net Income 2022: $8,713,8452022Revenue 2024: $65,660,243Expenses 2024: $55,153,364Net Income 2024: $10,506,8792024

Highlighted filing

2020

Revenue$57,886,195
Expenses$45,188,825
Net Income$12,697,370
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 30, 2021
Return Version
2020v4.1
Gross Receipts
$64,851,464
Mission and Program Overview

Mission

Apwu is responsible for the negotiation and implementation of a collective bargaining contract with the usps on behalf of the members of the union and employees in the bargaining unit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$93,549,029$101,132,499▲ $7,583,470
Cash and Non-Interest-Bearing Accounts$10,032,492$18,126,128▲ $8,093,636
Land, Buildings, and Equipment, Net$5,337,987$5,190,513▼ $147,474
Savings and Temporary Cash Investments$164,457$178,088▲ $13,631
Accounts Receivable$99,517$57,752▼ $41,765
Total Assets$109,255,898$124,755,681▲ $15,499,783
Other Assets Total$72,416$70,701▼ $1,715
Liabilities
Accounts Payable and Accrued Expenses$4,801,668$4,922,926▲ $121,258
Total Liabilities$4,801,668$4,922,926▲ $121,258
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$104,454,230$119,832,755▲ $15,378,525
Total Net Assets Fund Balance$104,454,230$119,832,755▲ $15,378,525
Total Liabilities and Net Assets / Fund Balance$109,255,898$124,755,681▲ $15,499,783

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,958,404$4,719,800$6,678,204
Buildings$2,188,708$1,108,098$3,296,806
Leasehold Improvements$246,553$1,122,912$1,369,465
Land$782,171-$782,171
Other Land Buildings$14,677$65,381$80,058
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark DimondsteinPresidentFT$178,306$32,892$211,198
Elizabeth PowellSecretary-treasurerFT$159,384$35,918$195,302
Stephen BrooksDirector Support ServicesFT$143,775$48,617$192,392
Debbie SzeredyExecutive Vice-presidentFT$155,429$35,185$190,614
Michael FosterDirector Motor VehicleFT$144,448$42,175$186,623
Jmmie WaldonAsst Director a Maint DivisionFT$151,041$33,235$184,276
Javier PineresAsst Director Mvs/designeeFT$104,450$78,308$182,758
Idowu BalogunDirector Maintenance DivFT$144,738$35,782$180,520
Judy BeardDirector Legislative DeptFT$144,448$35,632$180,080
Lamont BrooksDirector Clerk DivisionFT$144,344$35,666$180,010
Vance ZimmermanDirector Industrial RelationsFT$144,691$35,209$179,900
Sam LisenbeAsst Director C Clerk DivFT$142,231$34,398$176,629
Anna SmithDirector Organization DeptFT$135,639$40,061$175,700
Terry MartinezAsst Director B Maint DivFT$136,337$33,445$169,782
Lynn Pallas-barberAsst Director B Clerk DivFT$136,206$33,293$169,499
Omar GonzalezWestern Rgnl CoordinatorFT$121,203$42,345$163,548
Joyce RobinsonDirector Research & EducFT$135,916$26,011$161,927
Brian DunsmoreNba a Western RegionFT$110,136$46,337$156,473
Phillip TabbitaMngr Neg Spprt & Spcl ProjFT$125,101$31,335$156,436
Arthur JonesEastern Rgnl CoordinatorFT$119,682$35,263$154,945
Doris Orr-richardsonNba B Tampa FlFT$113,157$41,344$154,501
Elizabeth ConollyControllerFT$125,101$29,163$154,264
Twee NguyenAsst ControllerFT$121,696$30,328$152,024
Roger CronkSr Manager Info TechnologyFT$121,696$29,996$151,692
Sharyn StoneCentral Rgnl CoordinatorFT$121,480$30,083$151,563
Daniel SkempNba B St Louis RegFT$110,136$41,010$151,146
Hector BaezNba Western Region MaintFT$110,136$41,010$151,146
James DemauroNba a Atlantic RegFT$110,136$41,010$151,146
Vince TarducciNba Central Reg MaintFT$110,136$41,010$151,146
Jason TreierNba Eastern Reg Maint DivFT$117,916$32,410$150,326
Brian DunnNba B Witchita RegFT$110,136$39,920$150,056
Jack CrawfordNba a Dallas RegionFT$110,136$39,910$150,046
Sonia CancholaNba B Central Reg Maint DivFT$116,340$33,640$149,980
Carlos PazNba Ft Worth Area MaintFT$116,280$33,640$149,920
Charles LockeNba D San Francisco AreaFT$116,280$33,640$149,920
Dave SarnackiNba Ne RegFT$116,280$33,640$149,920
Jeffrey BeatonNba B Central Reg Maint DivFT$116,280$33,640$149,920
Louis KingsleyNba a Western RegionFT$116,280$33,640$149,920
Rachel WalthallNba a Wash Dc RegionFT$116,280$33,640$149,920
Robert RomanowskiNba a Philadelphia RegFT$116,280$33,632$149,912
James StevensonNba C Chicago RegFT$116,222$33,640$149,862
Kenneth BeasleySouthern Regnl CoordinatorFT$128,600$20,701$149,301
Nancy OlumekorDirector Retiree DeptFT$128,530$20,652$149,182
John JacksonNba Philadelphia RegionFT$116,340$32,499$148,839
Linda TurneyNba Central RegFT$116,340$32,499$148,839
Manjusha NairSr Programmer/data MinerFT$128,461$19,164$147,625
Charles TillmanNba B Dallas RegionFT$114,777$32,263$147,040
Tiffany FosterNortheast Rgnl CoordinatorFT$126,320$20,346$146,666
Diann ScurlarkNba C Worth AreaFT$120,131$26,369$146,500
Dyrike ShawNba Sw Sub and So Reg MvsFT$113,316$32,927$146,243
Bruce AmeyNba So Reg Sw Sub-reg MvsFT$116,356$29,325$145,681
William WrightNba Central Reg MvsFT$116,280$28,870$145,150
Vicki CariosNba a Denver RegFT$112,184$32,499$144,683
Daniel SotoNba Caribbean AreaFT$117,077$27,135$144,212
Curtis WalkerNba C Central RegFT$116,482$25,695$142,177
Devendra RathoreNba B Chicago RegFT$108,745$33,404$142,149
Frank RigieroNba a New England RegFT$116,280$25,695$141,975
Ashley CargillNba B Witchita RegFT$109,301$32,290$141,591
Bernard TimmermanNba a Northeast AreaFT$116,280$25,166$141,446
Jerome PittmanNba Western Reg MvsFT$116,280$25,166$141,446
Pamela RichardsonNba B Wash Dc RegFT$116,280$25,166$141,446
Joseph LacapriaNba Northeast Reg MvsFT$122,492$18,776$141,268
Eric Van DykeNba C San Francisco RegFT$112,807$26,758$139,565
John GearhardNba a Southern Reg MaintFT$119,037$19,192$138,229
Michael FunkNba a Western RegionFT$117,800$18,982$136,782
Stella GerhartNba B Denver Co AreaFT$117,778$18,978$136,756
Michael SullivanNba B Tampa FlFT$115,237$21,075$136,312
Stephen LukosusNba B New England RegFT$117,185$18,843$136,028
Michael SchmidNba C Cinn Oh RegFT$117,135$18,848$135,983
Billy WoodsNba Memphis RegFT$117,036$18,852$135,888
Robert KesslerNba a St Louis RegFT$116,848$18,820$135,668
Elizabeth SwigertNba B Northeast RegFT$116,815$18,814$135,629
Peter CoradiNba a New York RegionFT$116,815$18,814$135,629
Thomas ObrienNba C New England RegFT$116,593$18,776$135,369
Shirley TaylorNba B San Francisco AreaFT$116,558$18,770$135,328
William MellenNba a Mnpls Minn RegFT$115,650$18,958$134,608
Rufina PagaduanNba Pacific AreaFT$114,628$18,796$133,424
Martin MaterNba B Mnpls Mn RegFT$113,929$19,196$133,125
Judith MccannNba Support ServicesFT$110,248$22,039$132,287
Craig FisherNba Central Reg MaintFT$110,136$18,723$128,859
Pamela SmithNba B MemphisFT$108,745$18,487$127,232
Kenneth PrinzNba Eastern Reg MvsFT$72,977$12,406$85,383
Susan CarneyDirector Human RelationsFT$69,574$5,463$75,037
Kenneth PrinzAsst Director Mvs/nba Estrn Reg MvsFT$55,514$8,155$63,669
Michael GallagherFormer Eastern Rgnl CoordinatorFT$52,663$265$52,928
Clint BurelsonFormer Director Clerk DivisionFT$48,565$312$48,877
James ScogginsNba C San Francisco RegFT$46,898$243$47,141
Jerry McilvainNba B MemphisFT$46,634$262$46,896
James PatariniNba Alaska Area Part TimeFT$39,734$6,755$46,489
Dwight JohnsonNba Sw Sub and So Reg MvsFT$42,624$237$42,861
John MarcotteDirector Health PlanFT$35,918$3,458$39,376
Francis McmullinNba Eastern Reg MvsFT$25,033$6,875$31,908
Ron SuslakNortheast Rgnl Coor/designeeFT$29,001$851$29,852
Sarah RodriquezDirector Health PlanFT$13,231$2,249$15,480
Garrett LangleyNba Eastern Reg MvsFT$12,165$2,068$14,233
Larry CrawfordNba B Dallas RegionFT$13,880$242$14,122
Ulysses ConewayNba Se Sub & So RegFT$7,913$1,345$9,258
Christine PruittNba B Witchita Reg/designeeFT$5,354$822$6,176
Patricia Davis-weeksNba B Tampa Fl/designeeFT$3,407$505$3,912
MIKE O'HEARNNba B Chicago RegFT$2,221$237$2,458

Highest Paid Contractors

ContractorServicesLocationCompensation
Iheart Media & EntertainmentPublishing & Broadcasting200 EAST BASSE ROAD, San Antonio, TX 78209$590,969
Buying Time LLCAdvertising650 MASSACHUSETTS AVE NW, Washington, DC 20001$541,697
Putnam Partners LLCPolitical Media1100 VERMONT AVE NW SUITE 1200, Cheverly, MD 20785$276,056
Prwrk LLCConsulting2009 N 14TH ST SUITE 408, Arlington, VA 22201$178,502
M&w Government Affairs LLCGovernment Affairs1455 PENNSYLVANIA AVENUE NW SUIT, Washington, DC 20004$150,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,547,843
Investment Income
$2,761,821
Other Revenue
$576,531
Change in Net Assets
$12,697,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,922,280
Other Expenses$20,266,545
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---$12,237,116
Other Salaries and Wages---$5,201,825
Other Employee Benefits---$4,534,821
Advertising---$2,400,263
Occupancy---$2,395,363
Other Expenses---$1,848,734
Fees for Services Legal---$1,801,516
Fees for Services Other---$1,777,317
Pension Plan Contributions---$1,715,361
Office Expenses---$1,564,904
Payroll Taxes---$1,233,157
Depreciation Depletion---$1,170,909
All Other Expenses---$596,124
Information Technology---$379,093
Insurance---$255,970
Travel---$148,489
Fees for Service Investment Mgmnt Fees---$138,703
Fees for Services Accounting---$131,600
Conferences and Meetings---$41,890
Total Functional Expenses$0$0$0$45,188,825
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Section 527 Organizations

OrganizationLocationAmount
52-1130171Washington, DC$0
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

The categories of membership with voting eligility are: active postal, private sector, full dues cash pay and $24 retiree.

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

Members in good standing other than honorary status members are entitled the right to vote.

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

The decisions of the governing body are subject to approval by the delegates and representatives of the members through majority vote during the national conventions.

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

Upon receipt of form 990 from the independent certified public accountant, the president, executive vice president and the secretary-treasurer review the return before filing the form 990 for processing.

Form 990, Part VI, Section C, Line 18

Form 990 is available upon request and also found in the non-for-profit search at foundation center and guidestar.

Form 990, Part VI, Section C, Line 19

The organization's governing documents are publicly available on the department of labor website. The organization provides the financial statements to members upon request. The organization does not have a conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
American Postal Workers Union
EIN
52-0913725
Phone
2028424215
Address
1300 L STREET NW NO 200, WASHINGTON, DC 20005-4128

Signing Officer

Name
Elizabeth Powell
Title
Secretary-treasurer
Phone
2028424215
Signed
2021-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Powell
Formed
1971
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
0
Employees
352
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART IX, LINE 24B: AFFILIATIONS & ASSISTANCE EXPENSES

The apwu participates with some of its affiliated local union on a number of programs related to the exempt function. These programs include organizing programs to increase membership, utilization of local union staff on various assignments and other coordinated efforts. These amounts are reflected as affiliated and assistance expense.

FORM 990, PART XII, LINE 2A:

The financial statements are presented using the modified cash basis of accounting. This has not changed from the prior year.

FORM 990, PART XII, LINE 2C:

The process has not been changed from prior year.

Financial Statement Notes

PART X, LINE 2:

Accounting standards provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. Apwu performed an evaluation of uncertain tax positions for the year ended december 31, 2020, and determined that there were no matters that would require recognition in the consolidated financial statements.

Raw XML AppendixShowing 400 of 1,768 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/Desc0IMPLEMENTATION OF NATIONAL COLLECTIVE BARGAINING AGREEMENT WITH US POSTAL SERVICE FOR 300,000 MEMBERS OF BARGAINING UNIT, INCLUDING NEGOTIATION & GRIEVANCE ARBITRARY PROCEDURES. ORGANIZING-UNION SOLICITS VOLUNTARY MEMBERSHIP FROM EMPLOYEES OF USPS & FROM PRIVATE CONTRACTORS PROVIDING SERVICES TO USPS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$168$3.02$165$65.7$55.2$10.5
2022Summary only. Only limited summary data is available for this year.$140$6.03$134$61.4$52.7$8.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$141$5.58$135$57.9$41.0$16.9
2020Detailed filing. Detailed filing data is available for this year.$125$4.92$120$57.9$45.2$12.7
2020Summary only. Only limited summary data is available for this year.$125$4.92$120$57.9$45.2$12.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$4.80$104$60.0$46.5$13.5
2018Summary only. Only limited summary data is available for this year.$93.9$4.88$89.1$62.3$47.3$15.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.4$2.55$75.9$59.9$42.0$18.0
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$2.46$56.8$56.8$51.7$5.16
2015Detailed filing. Detailed filing data is available for this year.$53.7$2.26$51.4$57.7$46.8$10.9
2014Detailed filing. Detailed filing data is available for this year.$46.4$2.23$44.2$52.2$50.6$1.66
2013Detailed filing. Detailed filing data is available for this year.$43.4$2.35$41.0$58.3$53.3$4.94
2012Summary only. Only limited summary data is available for this year.$39.1$2.63$36.5$55.7$53.0$2.68
2011Summary only. Only limited summary data is available for this year.$38.0$4.73$33.3$51.9$53.7$1.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$5.17$34.8$49.7