Civic Intelligence

C W a Staff Union

990EZ • Fiscal year 2017 • EIN 56-0935635

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 27, 2017

5305 Reserve WaySheffield Village, OH 44054

(440) 227-4326

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • NTEE J40 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.01x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • NTEE J40 • <$500k nonprofits • Source year 2017

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2017 filings • NTEE J40 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$13,164

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2017 filings • NTEE J40 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

0.1%

Faster asset growth than 34% of similar nonprofits.

2017 filings • NTEE J40 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-3.7%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • NTEE J40 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$428,681

Up $455 (+0.1%) from 2016

Net Assets

Down

$427,791

Down $435 (-0.1%) from 2016

Liabilities

Up

$890

Up $890 from 2016

Revenue

Down

$123,268

Down $4,752 (-3.7%) from 2016

Expenses

Down

$109,442

Down $5,134 (-4.5%) from 2016

Net Income

Up

$13,826

Up $382 (+2.8%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $387,831Liabilities 2014: $2,6702014Assets 2015: $414,782Liabilities 2015: $0Net Assets 2015: $414,7822015Assets 2016: $428,226Liabilities 2016: $0Net Assets 2016: $428,2262016Assets 2017: $428,681Liabilities 2017: $890Net Assets 2017: $427,7912017Assets 2018: $431,622Liabilities 2018: $976Net Assets 2018: $430,6462018Assets 2019: $415,987Liabilities 2019: $1,900Net Assets 2019: $414,0872019Assets 2020: $402,310Liabilities 2020: $0Net Assets 2020: $402,3102020Assets 2021: $467,712Liabilities 2021: $150Net Assets 2021: $467,5622021Assets 2022: $525,620Liabilities 2022: $0Net Assets 2022: $525,6202022Assets 2023: $585,405Liabilities 2023: $0Net Assets 2023: $585,4052023Assets 2024: $583,886Liabilities 2024: $0Net Assets 2024: $583,8862024Assets 2025: $557,085Liabilities 2025: $0Net Assets 2025: $557,0852025

Highlighted filing

2017

Assets$428,681
Liabilities$890
Net Assets$427,791

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $120,000Expenses 2014: $88,561Net Income 2014: $31,4392014Revenue 2015: $115,847Expenses 2015: $86,226Net Income 2015: $29,6212015Revenue 2016: $128,020Expenses 2016: $114,576Net Income 2016: $13,4442016Revenue 2017: $123,268Expenses 2017: $109,442Net Income 2017: $13,8262017Revenue 2018: $125,766Expenses 2018: $123,549Net Income 2018: $2,2172018Revenue 2019: $123,939Expenses 2019: $138,145Net Income 2019: -$14,2062019Revenue 2020: $130,601Expenses 2020: $154,892Net Income 2020: -$24,2912020Revenue 2021: $139,053Expenses 2021: $87,329Net Income 2021: $51,7242021Revenue 2022: $147,296Expenses 2022: $87,395Net Income 2022: $59,9012022Revenue 2023: $156,012Expenses 2023: $96,227Net Income 2023: $59,7852023Revenue 2024: $170,320Expenses 2024: $176,121Net Income 2024: -$5,8012024Revenue 2025: $201,347Expenses 2025: $226,011Net Income 2025: -$24,6642025

Highlighted filing

2017

Revenue$123,268
Expenses$109,442
Net Income$13,826
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 27, 2017
Return Version
2016v3.0
Gross Receipts
$123,268
Mission and Program Overview

Mission

We represent members who are employed by the communications workers of america, afl-cio with the titles of cwa representative, district organizing coordinator, temporary staff, represented attorneys and iue cwa staff representatives from the cio who merged with us. We also represent professional and occupational employees who are employed by the alliance for growth and development, and the pa state afl-cio staff.we bargain cba's for our members.we process grievances for our members.we engage in dispute resolution for our members.we conduct executive board meetings.we conduct membership meetings.

Program Services

DescriptionGrantsExpenses
EXPENSES RELATED TO REPRESENTATION OF ITS MEMBERSHIP WITH THEIR EMPLOYERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK E O'NEILPresidentPT$13,164-$13,164
WILLIAM BAINVice PresidentPT$7,285-$7,285
MM SMITHEx PresidentPT$5,602-$5,602
RUTH MARRIOTTSecretary-TreasurerPT$5,397-$5,397
Filing and Contact Details

Filer

Filer Name
Cwa Staff Union
EIN
56-0935635
Phone
4402274326
Address
5305 RESERVE WAY, SHEFFIELD VILLAGE, OH 44054

Signing Officer

Name
Ruth Marriott
Title
Secretary - Treasurer
Phone
4402274326
Signed
2017-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Birnbrey Minsk Minsk & Perling LLC
Address
1801 PEACHTREE ST NE SUITE 300, ATLANTA, GA 30309-1815
Preparer
Richard M Mendel
Phone
4043553870
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest - savings. Amount: 1,854.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 291.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 298. Description: insurance - labor bond. Amount: 663. Description: payroll tax. Amount: 2,406. Description: conferences, conventions & meetings. Amount: 58,298. Description: retiree gifts. Amount: 4,775. Description: office supplies. Amount: 99. Description: telephone. Amount: 600. Description: electronic voting. Amount: 584. Total to form 990-ez, line 16: 67,723.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized loss - goldman sach cd. Amount: -14,261.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 529. End of year amount: 238.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 0. End of year amount: 890.

Raw XML Appendix131 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04402274326
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05305 RESERVE WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHEFFIELD VILLAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0427697
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0428443
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt013826
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03900
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0428226
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0428681
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt0123268
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01854
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0121414
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0428226
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0427791
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0428226
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0427791
IRS990EZ/OccupancyRentUtltsAndMaintAmt0291
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt013164
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt17285
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25397
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35602
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATRICK E O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM BAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RUTH MARRIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EX PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0529
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0238
IRS990EZ/OtherChangesInNetAssetsAmt0-14261
IRS990EZ/OtherExpensesTotalAmt067723
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WE REPRESENT MEMBERS WHO ARE EMPLOYED BY THE COMMUNICATIONS WORKERS OF AMERICA, AFL-CIO WITH THE TITLES OF CWA REPRESENTATIVE, DISTRICT ORGANIZING COORDINATOR, TEMPORARY STAFF, REPRESENTED ATTORNEYS AND IUE CWA STAFF REPRESENTATIVES FROM THE CIO WHO MERGED WITH US. WE ALSO REPRESENT PROFESSIONAL AND OCCUPATIONAL EMPLOYEES WHO ARE EMPLOYED BY THE ALLIANCE FOR GROWTH AND DEVELOPMENT, AND THE PA STATE AFL-CIO STAFF.WE BARGAIN CBA'S FOR OUR MEMBERS.WE PROCESS GRIEVANCES FOR OUR MEMBERS.WE ENGAGE IN DISPUTE RESOLUTION FOR OUR MEMBERS.WE CONDUCT EXECUTIVE BOARD MEETINGS.WE CONDUCT MEMBERSHIP MEETINGS.
IRS990EZ/PrintingPublicationsPostageAmt080
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENSES RELATED TO REPRESENTATION OF ITS MEMBERSHIP WITH THEIR EMPLOYERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt031448
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0890
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0109442
IRS990EZ/TotalRevenueAmt0123268
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CWASTAFFUNION.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST - SAVINGS. AMOUNT: 1,854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 291.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK CHARGES. AMOUNT: 298. DESCRIPTION: INSURANCE - LABOR BOND. AMOUNT: 663. DESCRIPTION: PAYROLL TAX. AMOUNT: 2,406. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 58,298. DESCRIPTION: RETIREE GIFTS. AMOUNT: 4,775. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 99. DESCRIPTION: TELEPHONE. AMOUNT: 600. DESCRIPTION: ELECTRONIC VOTING. AMOUNT: 584. TOTAL TO FORM 990-EZ, LINE 16: 67,723.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS - GOLDMAN SACH CD. AMOUNT: -14,261.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 529. END OF YEAR AMOUNT: 238.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 890.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH MARRIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY - TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04402274326
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CWA STAFF UNION
ReturnHeader/Filer/BusinessNameControlTxt0CWAS
ReturnHeader/Filer/EIN0560935635
ReturnHeader/Filer/PhoneNum04402274326
ReturnHeader/Filer/USAddress/AddressLine1Txt05305 RESERVE WAY
ReturnHeader/Filer/USAddress/CityNm0SHEFFIELD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044054
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B587AF61D280D62312C93ACDAB7E32B492F3472A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B587AF61D280D62312C93ACDAB7E32B492F3472A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.79.226.230
ReturnHeader/FilingSecurityInformation/IPDt02017-07-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:33:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580644812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIRNBREY MINSK MINSK & PERLING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PEACHTREE ST NE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303091815
ReturnHeader/PreparerPersonGrp/PhoneNum04043553870
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M MENDEL
ReturnHeader/ReturnTs02017-08-01T15:25:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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Filings