Civic Intelligence

American Postal Workers Union Local 375

EIN 56-1020933 • 501(c)5 • Charlotte, NC

Profile

Organize workers, secure improve wage, hours working conditions other economic advantages through organization negotiations collective bargaining for 1,128 members.

3521 Mulberry Church RdCharlotte, NC 28208

www.charlotteapwu.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

27th percentile

-1.7%

Higher net margin than 27% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$91,781

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

28th percentile

-1.7%

Faster asset growth than 28% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

5.9%

Faster revenue growth than 56% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$655,201

Down $11,509 (-1.7%) from 2023

Liabilities

Down

$3,643

Down $74 (-2.0%) from 2023

Net Assets

Down

$651,558

Down $11,435 (-1.7%) from 2023

Revenue

Up

$655,635

Up $36,604 (+5.9%) from 2023

Expenses

Down

$667,070

Down $42,717 (-6.0%) from 2023

Net Income

Up

-$11,435

Up $79,321 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $551,226Liabilities 2010: $5,890Net Assets 2010: $545,3362010Assets 2011: $588,579Liabilities 2011: $10,199Net Assets 2011: $578,3802011Assets 2012: $557,913Liabilities 2012: $1,556Net Assets 2012: $556,3572012Assets 2013: $513,006Liabilities 2013: $325Net Assets 2013: $512,6812013Assets 2014: $512,356Liabilities 2014: $566Net Assets 2014: $511,7902014Assets 2015: $631,606Liabilities 2015: $0Net Assets 2015: $631,6062015Assets 2016: $664,733Liabilities 2016: $0Net Assets 2016: $664,7332016Assets 2017: $725,874Liabilities 2017: $1,253Net Assets 2017: $724,6212017Assets 2018: $783,368Liabilities 2018: $1,288Net Assets 2018: $782,0802018Assets 2019: $820,120Liabilities 2019: $819Net Assets 2019: $819,3012019Assets 2020: $909,642Liabilities 2020: $504Net Assets 2020: $909,1382020Assets 2021: $820,653Liabilities 2021: $44Net Assets 2021: $820,6092021Assets 2022: $754,454Liabilities 2022: $705Net Assets 2022: $753,7492022Assets 2023: $666,710Liabilities 2023: $3,717Net Assets 2023: $662,9932023Assets 2024: $655,201Liabilities 2024: $3,643Net Assets 2024: $651,5582024

Highlighted filing

2024

Assets$655,201
Liabilities$3,643
Net Assets$651,558

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $408,0252010Expenses 2011: $382,5692011Expenses 2012: $425,2672012Revenue 2013: $409,022Expenses 2013: $452,698Net Income 2013: -$43,6762013Revenue 2014: $418,378Expenses 2014: $419,268Net Income 2014: -$8902014Revenue 2015: $443,318Expenses 2015: $323,502Net Income 2015: $119,8162015Revenue 2016: $449,777Expenses 2016: $416,650Net Income 2016: $33,1272016Revenue 2017: $491,797Expenses 2017: $431,909Net Income 2017: $59,8882017Revenue 2018: $495,493Expenses 2018: $438,034Net Income 2018: $57,4592018Revenue 2019: $467,742Expenses 2019: $430,521Net Income 2019: $37,2212019Revenue 2020: $467,859Expenses 2020: $378,209Net Income 2020: $89,6502020Revenue 2021: $526,612Expenses 2021: $615,141Net Income 2021: -$88,5292021Revenue 2022: $603,750Expenses 2022: $670,610Net Income 2022: -$66,8602022Revenue 2023: $619,031Expenses 2023: $709,787Net Income 2023: -$90,7562023Revenue 2024: $655,635Expenses 2024: $667,070Net Income 2024: -$11,4352024

Highlighted filing

2024

Revenue$655,635
Expenses$667,070
Net Income-$11,435

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.04$6.52$6.56$6.67$0.11
2023Summary only. Only limited summary data is available for this year.$6.67$0.04$6.63$6.19$7.10$0.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$0.01$7.54$6.04$6.71$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$0.00$8.21$5.27$6.15$0.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.01$9.09$4.68$3.78$0.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.01$8.19$4.68$4.31$0.37
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$0.01$7.82$4.95$4.38$0.57
2017Summary only. Only limited summary data is available for this year.$7.26$0.01$7.25$4.92$4.32$0.60
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.65$0.00$6.65$4.50$4.17$0.33
2015Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$4.43$3.24$1.20
2014Detailed filing. Detailed filing data is available for this year.$5.12$0.01$5.12$4.18$4.19$0.01
2013Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$4.09$4.53$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.02$5.56$4.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.89$0.10$5.78$3.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$0.06$5.45$4.08
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 7, 2023
Return Version
2022v5.0
Gross Receipts
$603,750
Mission and Program Overview

Mission

Organize workers, secure improve wage, hours working conditions other economic advantages through organization negotiations collective bargaining for 1,093 members.

Hours working conditions & other economic advantages through organization negotiations & collective bargaining for 1,186 members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$396,507$396,612▲ $105
Land, Buildings, and Equipment, Net$300,175$303,775▲ $3,600
Cash and Non-Interest-Bearing Accounts$108,700$53,245▼ $55,455
Inventories for Sale or Use$15,271$822▼ $14,449
Total Assets$820,653$754,454▼ $66,199
Liabilities
Other Liabilities$44$705▲ $661
Total Liabilities$44$705▲ $661
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$820,609$753,749▼ $66,860
Total Net Assets Fund Balance$820,609$753,749▼ $66,860
Total Liabilities and Net Assets / Fund Balance$820,653$754,454▼ $66,199

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$79,167$359,226$438,393
Land$224,608-$224,608
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Miriam BellPresidentFT$73,102$19,938$93,040
Hope EllisMaintenancePT$38,048-$38,048
Sandra HillVice PresideFT$13,549-$13,549
Cindy FosterSecretary TrPT$12,644-$12,644
Edeline DoirinClerk Craft-$5,517-$5,517
Linda MooreHealth Plan-$4,805-$4,805
Tereasa McclellanLegislative-$3,902-$3,902
Rosemary GladdenHuman Relati-$3,270-$3,270
Roderick WatkinsAsst Mvs CRA-$2,231-$2,231
Nijara HerndonAsst Clerk C-$2,061-$2,061
Debra GeterOrganization-$1,959-$1,959
Thomas LafauciMvs Craft Di-$1,400-$1,400
Charlotte AllenTrustee Cler-$390-$390
Antonio GaitherTrustee Mvs-$277-$277
Tammy RedmondTrustee Main-$268-$268

Board Members and Trustees

NameTitle
Rodney HuntleyAsst Maint C
Lester BrownAsst Mvs CRA
Warren CharlesMvs Craft Di
Shenita BostResearch & E
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$588,620
Investment Income
$105
Other Revenue
$15,025
Change in Net Assets
$-66,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$367,474
Other Expenses$294,836
Grants and Similar Amounts Paid$8,300
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$183,361
Other Salaries and Wages---$145,085
Travel---$82,079
Occupancy---$44,767
Office Expenses---$34,728
Payroll Taxes---$24,935
Payments to Affiliates---$17,609
Conferences and Meetings---$15,714
Other Employee Benefits---$13,193
Information Technology---$12,887
Fees for Services Accounting---$10,222
Depreciation Depletion---$8,378
Grants to Domestic Orgs---$8,300
Insurance---$7,491
Other Expenses---$6,849
Fees for Services Legal---$6,555
All Other Expenses---$6,144
Fees for Services Other---$2,779
Pension Plan Contributions---$900
Total Functional Expenses$0$0$0$670,610
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
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Withheld From Employees$705
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI

Section b, line 15a: president's salary is established in constitution and by laws to conform to rates as set in the postal service bargaining unit. Other officer salaries are prescribed in the constitution and by laws. Section b, line 15b: employee salaries are approved by membership. Members providing services to local are paid wages based on their hourly rate for time lost from regular job. Section b, line 12a: conflict of interest is reviewed at monthly meetings.

Form 990, Page 6, Part VI, Line 6

The local had 1,186 members at 12/31/22.

Form 990, Page 6, Part VI, Line 7A

All 1,186 members are eligible to vote for members of the governing body.

Form 990, Page 6, Part VI, Line 7B

Certain decisions of the governing body are subject to member approval per the constitution and by laws.

Form 990, Page 6, Part VI, Line 8B

There are no committees with authority to act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 11B

The form is reviewed by the president and treasurer before filing.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
American Postal Workers Union
EIN
56-1020933
Phone
7043945104
Address
3521 MULBERRY CHURCH RD, CHARLOTTE, NC 28208

Signing Officer

Name
Cindy Foster
Title
Secretary Treasurer
Phone
7043945104
Signed
2023-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miriam Bell
Formed
1971
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
0
Employees
37

Preparer

Firm
The Pope CPA Firm Pa
Address
5108 MONROE RD, CHARLOTTE, NC 28205
Preparer
Joellen V Pope Phd CPA
Phone
7045687960
Raw XML AppendixShowing 400 of 425 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
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IRS990/AllOtherExpensesGrp/TotalAmt06144
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CINDY FOSTER
IRS990/BooksInCareOfDetail/PhoneNum07043945104
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt036521 MULBERRY CHURCH ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028208
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0183361
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm6TEREASA MCCLELLAN
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IRS990/Form990PartVIISectionAGrp/PersonNm8RODERICK WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm9NIJARA HERNDON
IRS990/Form990PartVIISectionAGrp/PersonNm10DEBRA GETER
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS LAFAUCI
IRS990/Form990PartVIISectionAGrp/PersonNm12CHARLOTTE ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm13ANTONIO GAITHER
IRS990/Form990PartVIISectionAGrp/PersonNm14TAMMY REDMOND
IRS990/Form990PartVIISectionAGrp/PersonNm15SHENITA BOST
IRS990/Form990PartVIISectionAGrp/PersonNm16LESTER BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm17WARREN CHARLES
IRS990/Form990PartVIISectionAGrp/PersonNm18RODNEY HUNTLEY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1MAINTENANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY TR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLERK CRAFT
IRS990/Form990PartVIISectionAGrp/TitleTxt5HEALTH PLAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6LEGISLATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt7HUMAN RELATI
IRS990/Form990PartVIISectionAGrp/TitleTxt8ASST MVS CRA
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASST CLERK C
IRS990/Form990PartVIISectionAGrp/TitleTxt10ORGANIZATION
IRS990/Form990PartVIISectionAGrp/TitleTxt11MVS CRAFT DI
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE CLER
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE MVS
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE MAIN
IRS990/Form990PartVIISectionAGrp/TitleTxt15RESEARCH & E
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASST MVS CRA
IRS990/Form990PartVIISectionAGrp/TitleTxt17MVS CRAFT DI
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASST MAINT C
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IRS990/MembersOrStockholdersInd0true
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IRS990/MissionDesc0ORGANIZE WORKERS, SECURE & IMPROVE WAGE, HOURS WORKING CONDITIONS & OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION NEGOTIATIONS & COLLECTIVE BARGAINING FOR 1,186 MEMBERS.
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IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0CONTRACTS APRONS
IRS990/OtherExpensesGrp/Desc1REIMBURSED DUES
IRS990/OtherExpensesGrp/Desc2MISC REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc3UNION FUNCTIONS
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IRS990/PrincipalOfficerNm0MIRIAM BELL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION B, LINE 15A: PRESIDENT'S SALARY IS ESTABLISHED IN CONSTITUTION AND BY LAWS TO CONFORM TO RATES AS SET IN THE POSTAL SERVICE BARGAINING UNIT. OTHER OFFICER SALARIES ARE PRESCRIBED IN THE CONSTITUTION AND BY LAWS. SECTION B, LINE 15B: EMPLOYEE SALARIES ARE APPROVED BY MEMBERSHIP. MEMBERS PROVIDING SERVICES TO LOCAL ARE PAID WAGES BASED ON THEIR HOURLY RATE FOR TIME LOST FROM REGULAR JOB. SECTION B, LINE 12A: CONFLICT OF INTEREST IS REVIEWED AT MONTHLY MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LOCAL HAD 1,186 MEMBERS AT 12/31/22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL 1,186 MEMBERS ARE ELIGIBLE TO VOTE FOR MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO MEMBER APPROVAL PER THE CONSTITUTION AND BY LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/WebsiteAddressTxt0HTTP://WWW.CHARLOTTEAPWU.COM/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07043945104
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN POSTAL WORKERS UNION

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