Civic Intelligence

Southwest Florida Area Localapwu

990 • Fiscal year 2017 • EIN 59-1837980

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

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

89th percentile

0.12x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.05x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

33rd percentile

-1.1%

Higher net margin than 33% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$40,721

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

33rd percentile

-3.2%

Faster revenue growth than 33% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$104,443

Down $17,900 (-15%) from 2016

Net Assets

Down

$92,272

Down $23,875 (-21%) from 2016

Liabilities

Up

$12,171

Up $5,975 (+96%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin33rd percentile

Revenue

Down

$222,119

Down $7,418 (-3.2%) from 2016

Expenses

Down

$224,642

Down $8,525 (-3.7%) from 2016

Net Income

Up

-$2,523

Up $1,107 (+30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$104,443
Liabilities$12,171
Net Assets$92,272
Open 2017 Filing

Operations Trend

Revenue Growth33rd 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

2017

Revenue$222,119
Expenses$224,642
Net Income-$2,523
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Gross Receipts
$222,119
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$66,223$63,275▼ $2,948
Savings and Temporary Cash Investments$54,648$22,892▼ $31,756
Cash and Non-Interest-Bearing Accounts$1,472$18,276▲ $16,804
Total Assets$122,343$104,443▼ $17,900
Liabilities
Other Liabilities$6,196$12,171▲ $5,975
Total Liabilities$6,196$12,171▲ $5,975
Net Assets / Fund Balance
Unrestricted Net Assets$116,147$92,272▼ $23,875
Total Net Assets Fund Balance$116,147$92,272▼ $23,875
Total Liabilities and Net Assets / Fund Balance$122,343$104,443▼ $17,900

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$63,275$51,725$115,000
Equipment-$620$620
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Samuel WoodPresidentPT$40,721$40,721
Jamie RobertsonSecretary/trPT$18,115$18,115
Danny CarinciVice Preside-$6,585$6,585
Kathleen MoyerEditor-$5,708$5,708
Grace BaerClerk Craft-$4,172$4,172
Jeremiah StrunkMaint Craft-$2,986$2,986
Daniel GrayVice Preside-$2,904$2,904
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$218,517
Investment Income
$101
Other Revenue
$3,501
Change in Net Assets
$-2,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$140,761
Other Expenses$83,881
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$81,191
Other Salaries and Wages---$44,056
Office Expenses---$24,015
Payroll Taxes---$9,950
Travel---$8,211
Conferences and Meetings---$7,551
Insurance---$5,908
Other Employee Benefits---$5,564
All Other Expenses---$5,519
Occupancy---$5,151
Other Expenses---$3,454
Depreciation Depletion---$2,949
Fees for Services Accounting---$1,290
Total Functional Expenses$0$0$0$224,642
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$12,171
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 4

“The following changes were made to the constitution, effective 1/1/17: article 5 - duties of officers section 530 secretary/treasurer - addition of bill payment by electronic funds transfer article 5 - duties of officers section 550 editor - newsletter frequency changed to bi-monthly (with corresponding change in stipend) article 16 - salaries - union leave on non-scheduled day will be reimbursed at overtime rate, up to 8-hour day”

Form 990, Page 6, Part VI, Line 6

“The organization is a union; its members consist of active-career employees and inactive-retired employees.”

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

“Officers of the organization are elected by the active members with voting privileges during routinely scheduled elections.”

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

“Some decisions of the governing board are subject to approval by its members, as outlined in the organization's by-laws.”

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

“A draft of the tax return is reviewed by the board for accuracy and completeness prior to signing and filing the tax return.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is outlined in the organization's constitution and by-laws. Any compenstaion outside of that must be approved by the members at large.”

Form 990, Page 6, Part VI, Line 15B

“Compensation is outlined in the organization's constitution and by-laws. Any compenstaion outside of that must be approved by the members at large.”

Form 990, Page 6, Part VI, Line 19

“Upon request, the organization's governing documents and financial statements can be reviewed on the premises of the organization.”

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
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel Wood
Formed
2000
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
13

Preparer

Firm
Myers Brettholtz & Company Pa
Address
12671 WHITEHALL DR, FORT MYERS, FL 33907-3626
Preparer
Steven M Brettholtz CPA
Phone
2399395775
Raw XML Appendix321 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLERK CRAFT
IRS990/Form990PartVIISectionAGrp/TitleTxt5MAINT CRAFT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING CHANGES WERE MADE TO THE CONSTITUTION, EFFECTIVE 1/1/17: ARTICLE 5 - DUTIES OF OFFICERS SECTION 530 SECRETARY/TREASURER - ADDITION OF BILL PAYMENT BY ELECTRONIC FUNDS TRANSFER ARTICLE 5 - DUTIES OF OFFICERS SECTION 550 EDITOR - NEWSLETTER FREQUENCY CHANGED TO BI-MONTHLY (WITH CORRESPONDING CHANGE IN STIPEND) ARTICLE 16 - SALARIES - UNION LEAVE ON NON-SCHEDULED DAY WILL BE REIMBURSED AT OVERTIME RATE, UP TO 8-HOUR DAY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A UNION; ITS MEMBERS CONSIST OF ACTIVE-CAREER EMPLOYEES AND INACTIVE-RETIRED EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS OF THE ORGANIZATION ARE ELECTED BY THE ACTIVE MEMBERS WITH VOTING PRIVILEGES DURING ROUTINELY SCHEDULED ELECTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOME DECISIONS OF THE GOVERNING BOARD ARE SUBJECT TO APPROVAL BY ITS MEMBERS, AS OUTLINED IN THE ORGANIZATION'S BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A DRAFT OF THE TAX RETURN IS REVIEWED BY THE BOARD FOR ACCURACY AND COMPLETENESS PRIOR TO SIGNING AND FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS OUTLINED IN THE ORGANIZATION'S CONSTITUTION AND BY-LAWS. ANY COMPENSTAION OUTSIDE OF THAT MUST BE APPROVED BY THE MEMBERS AT LARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION IS OUTLINED IN THE ORGANIZATION'S CONSTITUTION AND BY-LAWS. ANY COMPENSTAION OUTSIDE OF THAT MUST BE APPROVED BY THE MEMBERS AT LARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST, THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS CAN BE REVIEWED ON THE PREMISES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalEmployeeCnt013
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:34:25
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,443
Liabilities
$12,171
Net assets
$92,272
Revenue
$222,119
Expenses
$224,642
Net income
-$2,523
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
2017Detailed filing. Detailed filing data is available for this year.$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