Civic Intelligence

Southwest Florida Area Localapwu

990EZ • Fiscal year 2015 • EIN 59-1837980

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 21, 2016

Organization ProfileWWW.SWFLORIDAAPWU.ORG
11000 Metro Parkway 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.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

31st percentile

-2.7%

Higher net margin than 31% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

88th percentile

$39,395

Higher top officer pay than 88% of similar nonprofits.

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

29th percentile

-4.1%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

5.7%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$123,532

Down $5,320 (-4.1%) from 2014

Net Assets

Down

$119,772

Down $5,235 (-4.2%) from 2014

Liabilities

Down

$3,760

Down $85 (-2.2%) from 2014

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin31st percentile

Revenue

Up

$197,110

Up $10,688 (+5.7%) from 2014

Expenses

Up

$202,346

Up $12,287 (+6.5%) from 2014

Net Income

Down

-$5,236

Down $1,599 (-44%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2015

Assets$123,532
Liabilities$3,760
Net Assets$119,772
Open 2015 Filing

Operations Trend

Revenue Growth64th percentile

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

2015

Revenue$197,110
Expenses$202,346
Net Income-$5,236
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 21, 2016
Return Version
2015v2.1
Gross Receipts
$197,110
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.-$202,346
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL WOODPresidentPT$39,395-$39,395
DANIEL GRAYVice Preside-$11,077-$11,077
FELICIA GLUHAREFFSecretary/TrPT$10,939-$10,939
KATHLEEN MOYEREditor-$7,696-$7,696
PAUL MCAVOYClerk Craft-$3,557-$3,557
MICHELE SZYMONIKMaint Craft-$2,400-$2,400
DANIEL CARINCITrustee-$2,345-$2,345
GRACE BAERTrustee-$2,220-$2,220
DAVID GRANTTrustee-$447-$447
Filing and Contact Details

Filer

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

Signing Officer

Name
Samuel Wood
Title
President
Phone
2392751007
Signed
2016-03-21
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 16

“Expenses copier 3,452 supplies 4,780 computer supplies 849 computer maintenance 469 computer fees 179 office aol 435 convention 4,358 insurance 8,627 bank charges 60 benevolence 125 building maintenance 593 condominium dues 2,040 subscriptions & dues 125 dues & registration 538 educational materials 44 entertainment 58 furniture & equip 438 grievance 2,012 incidental 782 membership 10,115 miscellaneous 1,172 school 554 taxes 41 telephone 9,774 non-investment depreciation 31 total 51,651”

Form 990-ez, Part II, Line 24

“Equipment 620 620 less accumulated depreciation 589 620 total 31 0”

Form 990-ez, Part II, Line 26

“Credit cards payable 1,108 882 payroll liabilities 2,737 2,878”

Form 990-ez, Part III

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

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/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/BOYAmt056701
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054360
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5236
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02479
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128853
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0123532
IRS990EZ/GrossReceiptsAmt0197110
IRS990EZ/GroupExemptionNum02474
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt072121
IRS990EZ/LandAndBuildingsGrp/EOYAmt069172
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0197105
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0125008
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119772
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0125008
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119772
IRS990EZ/OccupancyRentUtltsAndMaintAmt05459
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/CompensationAmt039395
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt111077
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210939
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt37696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43557
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt52400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt62220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt72345
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8447
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/BOYAmt031
IRS990EZ/OtherExpensesTotalAmt051651
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE REPRESENTATION TO ASSURE POSTAL WORKERS RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.
IRS990EZ/PrintingPublicationsPostageAmt011921
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE REPRESENTATION TO ASSURE POSTAL WORKERS RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0202346
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0130836
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03845
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03760
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0202346
IRS990EZ/TotalProgramServiceExpensesAmt0202346
IRS990EZ/TotalRevenueAmt0197110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SWFLORIDAAPWU.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES COPIER 3,452 SUPPLIES 4,780 COMPUTER SUPPLIES 849 COMPUTER MAINTENANCE 469 COMPUTER FEES 179 OFFICE AOL 435 CONVENTION 4,358 INSURANCE 8,627 BANK CHARGES 60 BENEVOLENCE 125 BUILDING MAINTENANCE 593 CONDOMINIUM DUES 2,040 SUBSCRIPTIONS & DUES 125 DUES & REGISTRATION 538 EDUCATIONAL MATERIALS 44 ENTERTAINMENT 58 FURNITURE & EQUIP 438 GRIEVANCE 2,012 INCIDENTAL 782 MEMBERSHIP 10,115 MISCELLANEOUS 1,172 SCHOOL 554 TAXES 41 TELEPHONE 9,774 NON-INVESTMENT DEPRECIATION 31 TOTAL 51,651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 620 620 LESS ACCUMULATED DEPRECIATION 589 620 TOTAL 31 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARDS PAYABLE 1,108 882 PAYROLL LIABILITIES 2,737 2,878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE REPRESENTATION TO ASSURE POSTAL WORKERS RECEIVE FAIR TREATMENT AT ARBITRATIONS, COLLECTIVE BARGAINING MEETINGS AND CONFERENCES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02392751007
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA AREA LOCALAPWU
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0591837980
ReturnHeader/Filer/PhoneNum02392751007
ReturnHeader/Filer/USAddress/AddressLine1Txt011000 METRO PARKWAY 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/PreparationDt02016-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BRETTHOLTZ CPA
ReturnHeader/ReturnTs02016-04-01T09:44:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$123,532
Liabilities
$3,760
Net assets
$119,772
Revenue
$197,110
Expenses
$202,346
Net income
-$5,236
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)5 • <$500k nonprofits