Civic Intelligence

Southwest Florida Area Localapwu

990EZ • Fiscal year 2014 • EIN 59-1837980

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

11000 Metro ParkwayRoom/Suite 8Fort Myers, FL 33966

(239) 275-1007

Siviq Scores

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

Liabilities / Assets

77th percentile

0.03x

Higher debt load relative to assets than 77% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.02x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

34th percentile

-2.0%

Higher net margin than 34% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

88th percentile

$37,229

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

35th percentile

-2.6%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

5.0%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$128,852

Down $3,389 (-2.6%) from 2013

Net Assets

Down

$125,007

Down $3,638 (-2.8%) from 2013

Liabilities

Up

$3,845

Up $249 (+6.9%) from 2013

Revenue

Up

$186,422

Up $8,854 (+5.0%) from 2013

Expenses

Up

$190,059

Up $12,070 (+6.8%) from 2013

Net Income

Down

-$3,637

Down $3,216 (-764%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $116,718Liabilities 2010: $17,998Net Assets 2010: $98,7202010Assets 2011: $118,223Liabilities 2011: $7,232Net Assets 2011: $110,9912011Assets 2012: $131,195Liabilities 2012: $2,129Net Assets 2012: $129,0662012Assets 2013: $132,241Liabilities 2013: $3,596Net Assets 2013: $128,6452013Assets 2014: $128,852Liabilities 2014: $3,845Net Assets 2014: $125,0072014Assets 2015: $123,532Liabilities 2015: $3,760Net Assets 2015: $119,7722015Assets 2016: $122,343Liabilities 2016: $6,196Net Assets 2016: $116,1472016Assets 2017: $104,443Liabilities 2017: $12,171Net Assets 2017: $92,2722017Assets 2018: $102,227Liabilities 2018: $7,186Net Assets 2018: $95,0412018Assets 2019: $78,895Liabilities 2019: $3,760Net Assets 2019: $75,1352019Assets 2020: $87,975Liabilities 2020: $2,094Net Assets 2020: $85,8812020Assets 2021: $111,628Liabilities 2021: $4,301Net Assets 2021: $107,3272021Assets 2024: $88,384Liabilities 2024: $288Net Assets 2024: $88,0962024

Highlighted filing

2014

Assets$128,852
Liabilities$3,845
Net Assets$125,007

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $206,9652010Expenses 2011: $189,3272011Expenses 2012: $186,1472012Revenue 2013: $177,568Expenses 2013: $177,989Net Income 2013: -$4212013Revenue 2014: $186,422Expenses 2014: $190,059Net Income 2014: -$3,6372014Revenue 2015: $197,110Expenses 2015: $202,346Net Income 2015: -$5,2362015Revenue 2016: $229,537Expenses 2016: $233,167Net Income 2016: -$3,6302016Revenue 2017: $222,119Expenses 2017: $224,642Net Income 2017: -$2,5232017Revenue 2018: $227,321Expenses 2018: $224,552Net Income 2018: $2,7692018Revenue 2019: $214,476Expenses 2019: $234,382Net Income 2019: -$19,9062019Revenue 2020: $217,896Expenses 2020: $207,150Net Income 2020: $10,7462020Revenue 2021: $228,787Expenses 2021: $207,341Net Income 2021: $21,4462021Revenue 2024: $277,091Expenses 2024: $295,991Net Income 2024: -$18,9002024

Highlighted filing

2014

Revenue$186,422
Expenses$190,059
Net Income-$3,637
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Gross Receipts
$186,422
Mission and Program Overview

Mission

To provide representation to assure postal workers receive fair treatment at arbitrations, collective bargaining meetings and conferences.

Program Services

DescriptionGrantsExpenses
TO PROVIDE REPRESENTATION TO ASSURE POSTAL WORKERS RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.-$190,059
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL WOODPresidentPT$37,229-$37,229
FELICIA GLUHAREFFSecretary/TrPT$10,841-$10,841
KATHLEEN MOYEREditor-$8,793-$8,793
DANIEL GRAYVice Preside-$8,755-$8,755
DANIEL CARINCITrustee-$3,450-$3,450
PAUL MCAVOYClerk Craft-$2,629-$2,629
MICHELE SZYMONIKMaint Craft-$2,400-$2,400
GRACE BAERTrustee-$1,530-$1,530
DAVID GRANTTrustee-$697-$697
Filing and Contact Details

Filer

Filer Name
Southwest Florida Area Localapwu
EIN
59-1837980
Phone
2392751007
Address
11000 METRO PARKWAY, ROOM/SUITE 8, FORT MYERS, FL 33966

Signing Officer

Name
Felicia Gluhareff
Title
Secretary/treasurer
Phone
2392751007
Signed
2015-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Myers Brettholtz & Company Pa
Address
12671 WHITEHALL DR, FORT MYERS, FL 33907-3626
Preparer
Steven M Brettholtz CPA
Phone
2399395775
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 3,097 total 3,097

Form 990-ez, Part I, Line 16

Expenses subsciption and dues 185 copier 3,913 supplies 4,701 computer supplies 427 computer maintenance 159 office aol 399 convention 7,195 insurance 1,830 bank charges 26 benevolence 79 building maintenace 325 condominium dues 2,000 dues & registration 130 entertainment 99 furniture & equip 148 grievance 669 incidental 176 membership 11,121 miscellaneous 1,602 pr exp other 213 school 691 taxes 81 telephone 10,302 trustee lwop 1,310 t shirt costs 1,150 non-investment depreciation 124 total 49,055

Form 990-ez, Part II, Line 24

Equipment 620 620 less accumulated depreciation 465 589 total 155 31

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 998 0 credit cards payable 445 1,108 payroll taxes payable 2,154 2,737

Form 990-ez, Part III

To provide representation to assure postal workers receive fair treatment at arbitrations, collective bargaining meetings and conferences.

Raw XML Appendix136 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FELICIA GLUHAREFF
IRS990EZ/BooksInCareOfDetail/PhoneNum02398230053
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011000 METRO PARKWAY STE 8
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033966
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057017
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056700
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3637
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01911
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0132241
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128852
IRS990EZ/GrossReceiptsAmt0186422
IRS990EZ/GroupExemptionNum02474
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0285
IRS990EZ/LandAndBuildingsGrp/BOYAmt075069
IRS990EZ/LandAndBuildingsGrp/EOYAmt072121
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0183040
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0128644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125007
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0128644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125007
IRS990EZ/OccupancyRentUtltsAndMaintAmt05337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt018.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt037229
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt18755
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210841
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt38793
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42629
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61530
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt73450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8697
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMUEL WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FELICIA GLUHAREFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHLEEN MOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL MCAVOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELE SZYMONIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GRACE BAER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DANIEL CARINCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CLERK CRAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MAINT CRAFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0155
IRS990EZ/OtherAssetsTotalDetail/EOYAmt031
IRS990EZ/OtherExpensesTotalAmt049055
IRS990EZ/OtherRevenueTotalAmt03097
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE REPRESENTATION TO ASSURE POSTAL WORKERS RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.
IRS990EZ/PrintingPublicationsPostageAmt011817
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE REPRESENTATION TO ASSURE POSTAL WORKERS RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0190059
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0121939
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03597
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03845
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0190059
IRS990EZ/TotalProgramServiceExpensesAmt0190059
IRS990EZ/TotalRevenueAmt0186422
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SWFLORIDAAPWU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 3,097 TOTAL 3,097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUBSCIPTION AND DUES 185 COPIER 3,913 SUPPLIES 4,701 COMPUTER SUPPLIES 427 COMPUTER MAINTENANCE 159 OFFICE AOL 399 CONVENTION 7,195 INSURANCE 1,830 BANK CHARGES 26 BENEVOLENCE 79 BUILDING MAINTENACE 325 CONDOMINIUM DUES 2,000 DUES & REGISTRATION 130 ENTERTAINMENT 99 FURNITURE & EQUIP 148 GRIEVANCE 669 INCIDENTAL 176 MEMBERSHIP 11,121 MISCELLANEOUS 1,602 PR EXP OTHER 213 SCHOOL 691 TAXES 81 TELEPHONE 10,302 TRUSTEE LWOP 1,310 T SHIRT COSTS 1,150 NON-INVESTMENT DEPRECIATION 124 TOTAL 49,055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 620 620 LESS ACCUMULATED DEPRECIATION 465 589 TOTAL 155 31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 998 0 CREDIT CARDS PAYABLE 445 1,108 PAYROLL TAXES PAYABLE 2,154 2,737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE REPRESENTATION TO ASSURE POSTAL WORKERS RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FELICIA GLUHAREFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02392751007
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA AREA LOCALAPWU
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0591837980
ReturnHeader/Filer/PhoneNum02392751007
ReturnHeader/Filer/USAddress/AddressLine1Txt011000 METRO PARKWAY
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 8
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033966
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592445709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MYERS BRETTHOLTZ & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012671 WHITEHALL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339073626
ReturnHeader/PreparerPersonGrp/PhoneNum02399395775
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BRETTHOLTZ CPA
ReturnHeader/ReturnTs02015-05-22T10:44:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$2.77$2.96$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.04$1.07$2.29$2.07$0.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.02$0.86$2.18$2.07$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.04$0.75$2.14$2.34$0.20
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.07$0.95$2.27$2.25$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.12$0.92$2.22$2.25$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.06$1.16$2.30$2.33$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.04$1.20$1.97$2.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.04$1.25$1.86$1.90$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.04$1.29$1.78$1.78$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.02$1.29$1.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.07$1.11$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.18$0.99$2.07