Civic Intelligence

United Steelworkers Local 565

990EZ • Fiscal year 2022 • EIN 52-2024029

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 27, 2023

7902 Gerber Rd 329Sacramento, CA 95828

(916) 317-3832

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.00x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

97th percentile

56%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

74th percentile

$8,994

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

94th percentile

38%

Faster asset growth than 94% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

21%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$218,888

Up $60,445 (+38%) from 2021

Net Assets

Up

$218,888

Up $60,445 (+38%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$108,715

Up $18,783 (+21%) from 2021

Expenses

Down

$48,270

Down $1,906 (-3.8%) from 2021

Net Income

Up

$60,445

Up $20,689 (+52%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $44,294Liabilities 2011: $5,6162011Assets 2012: $57,230Liabilities 2012: $4,6162012Assets 2013: $63,302Liabilities 2013: $5,3112013Assets 2014: $67,336Liabilities 2014: $1,8322014Assets 2015: $74,265Liabilities 2015: $02015Assets 2016: $97,580Liabilities 2016: $02016Assets 2017: $99,703Liabilities 2017: $02017Assets 2018: $101,050Liabilities 2018: $02018Assets 2019: $119,991Liabilities 2019: $02019Assets 2021: $158,443Net Assets 2021: $158,4432021Assets 2022: $218,888Liabilities 2022: $0Net Assets 2022: $218,8882022Assets 2023: $220,068Liabilities 2023: $02023Assets 2024: $216,731Liabilities 2024: $0Net Assets 2024: $216,7312024

Highlighted filing

2022

Assets$218,888
Liabilities$0
Net Assets$218,888

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $59,168Expenses 2011: $63,540Net Income 2011: -$4,3722011Revenue 2012: $61,307Expenses 2012: $48,371Net Income 2012: $12,9362012Revenue 2013: $62,048Expenses 2013: $55,976Net Income 2013: $6,0722013Revenue 2014: $66,396Expenses 2014: $62,362Net Income 2014: $4,0342014Revenue 2015: $66,617Expenses 2015: $59,688Net Income 2015: $6,9292015Revenue 2016: $66,114Expenses 2016: $42,799Net Income 2016: $23,3152016Revenue 2017: $67,625Expenses 2017: $65,502Net Income 2017: $2,1232017Revenue 2018: $77,701Expenses 2018: $76,353Net Income 2018: $1,3482018Revenue 2019: $70,431Expenses 2019: $51,490Net Income 2019: $18,9412019Revenue 2021: $89,932Expenses 2021: $50,176Net Income 2021: $39,7562021Revenue 2022: $108,715Expenses 2022: $48,270Net Income 2022: $60,4452022Revenue 2023: $110,139Expenses 2023: $108,959Net Income 2023: $1,1802023Revenue 2024: $115,389Expenses 2024: $120,139Net Income 2024: -$4,7502024

Highlighted filing

2022

Revenue$108,715
Expenses$48,270
Net Income$60,445
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 27, 2023
Return Version
2022v5.0
Gross Receipts
$108,715
Mission and Program Overview

Mission

Labor Organization

Program Services

DescriptionGrantsExpenses
Collective bargaining and representation for 350 members--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Davon L HamiltonPresident-$8,994-$8,994
Edward D ValdiviaFinancial Secretary-$7,927-$7,927
Jose D MaciasVice President-$4,431-$4,431
Dave LawrenceVice President-$4,400-$4,400
Lo F SaeleeGuide-$2,200-$2,200
Craig R ClarenceRecording Secretary-$2,100-$2,100
Sousan SayachakRecording Secretary-$1,394-$1,394
SirCharles L BrooksTrustee-$524-$524
Filing and Contact Details

Filer

Filer Name
USW Local 565
EIN
52-2024029
Phone
9163173832
Address
7902 Gerber Rd 329, Sacramento, CA 95828

Signing Officer

Name
Edward Valdivia
Title
Financial Secretary
Signed
2023-03-27
Discuss with paid preparer
Yes

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-EZ, Part I, Line 16

Other Expenses: $19,409.38

Form 990-EZ, Part I, Line 16

Postage Reimbursement $120.39 | Refreshments Reimbursement $801.52 | Supplies Reimbursement $3,783.56 | Telephone Reimbursement $599.60 | Bank Charges - Check Printing $45.00 | Bank Charges - Svc Fees NSF etc $176.50 | Refreshments- Meals at Restaurants $2,851.94 | Taxes - Corporate Income Tax $7,135.90 | Technical and Support Fees $3,894.97

Form 990-EZ, Part I, Line 20

Total other changes: $0

Form 990-EZ, Part I, Line 20

Fixed assets $0; Inventories $0; Liabilities $0; Voided checks from a previous year $0

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Edward Valdivia
IRS990EZ/BooksInCareOfDetail/PhoneNum09163173832
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03481 Kauai Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sacramento
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095828
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0153886
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0214331
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt060445
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0158443
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0218888
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0108715
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt04557
IRS990EZ/LandAndBuildingsGrp/EOYAmt04557
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0158443
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0218888
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0158443
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0218888
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0524
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt28994
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt44431
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61394
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt77927
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SirCharles L Brooks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Craig R Clarence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Davon L Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dave Lawrence
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jose D Macias
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lo F Saelee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sousan Sayachak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Edward D Valdivia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Guide
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Financial Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020848
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Labor Organization
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt0108715
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Collective bargaining and representation for 350 members
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt027422
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt048270
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0108715
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Expenses: $19,409.38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Postage Reimbursement $120.39 | Refreshments Reimbursement $801.52 | Supplies Reimbursement $3,783.56 | Telephone Reimbursement $599.60 | Bank Charges - Check Printing $45.00 | Bank Charges - Svc Fees NSF etc $176.50 | Refreshments- Meals at Restaurants $2,851.94 | Taxes - Corporate Income Tax $7,135.90 | Technical and Support Fees $3,894.97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Total other changes: $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fixed assets $0; Inventories $0; Liabilities $0; Voided checks from a previous year $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Edward Valdivia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Financial Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USW Local 565
ReturnHeader/Filer/BusinessNameControlTxt0USWL
ReturnHeader/Filer/EIN0522024029
ReturnHeader/Filer/PhoneNum09163173832
ReturnHeader/Filer/USAddress/AddressLine1Txt07902 Gerber Rd 329
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095828
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844621749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RCS Union Software
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 12th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0Suite 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coralville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052241
ReturnHeader/PreparerPersonGrp/PhoneNum08667278291
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tony Greazel
ReturnHeader/ReturnTs02023-05-08T14:39:59Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Edward
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Valdivia
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings