Civic Intelligence

Unite Here Local 362

990 • Fiscal year 2014 • EIN 59-3674422

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

1255 LA Quinta DriveRoom/Suite 212Orlando, FL 32809-7740

(407) 851-0626

Siviq Scores

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

Liabilities / Assets

78th percentile

0.17x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Net Margin

66th percentile

8.5%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

15%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$784,722

Up $142,106 (+22%) from 2013

Net Assets

Up

$647,745

Up $161,270 (+33%) from 2013

Liabilities

Down

$136,977

Down $19,164 (-12%) from 2013

Revenue

Up

$1,907,488

Up $250,322 (+15%) from 2013

Expenses

Up

$1,746,218

Up $181,225 (+12%) from 2013

Net Income

Up

$161,270

Up $69,097 (+75%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $368,665Liabilities 2010: $113,421Net Assets 2010: $255,2442010Assets 2011: $430,651Liabilities 2011: $129,200Net Assets 2011: $301,4512011Assets 2012: $535,016Liabilities 2012: $140,714Net Assets 2012: $394,3022012Assets 2013: $642,616Liabilities 2013: $156,141Net Assets 2013: $486,4752013Assets 2014: $784,722Liabilities 2014: $136,977Net Assets 2014: $647,7452014Assets 2015: $767,034Liabilities 2015: $130,849Net Assets 2015: $636,1852015Assets 2016: $663,726Liabilities 2016: $140,281Net Assets 2016: $523,4452016Assets 2017: $562,847Liabilities 2017: $169,947Net Assets 2017: $392,9002017Assets 2018: $562,896Liabilities 2018: $179,242Net Assets 2018: $383,6542018Assets 2019: $598,637Liabilities 2019: $331,959Net Assets 2019: $266,6782019Assets 2020: $1,680,178Liabilities 2020: $92,725Net Assets 2020: $1,587,4532020Assets 2021: $2,081,043Liabilities 2021: $521,516Net Assets 2021: $1,559,5272021Assets 2022: $2,218,584Liabilities 2022: $438,985Net Assets 2022: $1,779,5992022Assets 2023: $1,988,870Liabilities 2023: $303,357Net Assets 2023: $1,685,5132023Assets 2024: $2,177,415Liabilities 2024: $326,692Net Assets 2024: $1,850,7232024

Highlighted filing

2014

Assets$784,722
Liabilities$136,977
Net Assets$647,745

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,395,7132010Expenses 2011: $1,364,9622011Expenses 2012: $1,424,8222012Revenue 2013: $1,657,166Expenses 2013: $1,564,993Net Income 2013: $92,1732013Revenue 2014: $1,907,488Expenses 2014: $1,746,218Net Income 2014: $161,2702014Revenue 2015: $1,783,526Expenses 2015: $1,795,086Net Income 2015: -$11,5602015Revenue 2016: $1,807,285Expenses 2016: $1,920,025Net Income 2016: -$112,7402016Revenue 2017: $1,990,393Expenses 2017: $2,120,938Net Income 2017: -$130,5452017Revenue 2018: $2,488,450Expenses 2018: $2,497,696Net Income 2018: -$9,2462018Revenue 2019: $2,559,955Expenses 2019: $2,676,931Net Income 2019: -$116,9762019Revenue 2020: $2,677,795Expenses 2020: $1,357,020Net Income 2020: $1,320,7752020Revenue 2021: $3,225,407Expenses 2021: $3,253,333Net Income 2021: -$27,9262021Revenue 2022: $3,039,907Expenses 2022: $2,819,835Net Income 2022: $220,0722022Revenue 2023: $3,558,771Expenses 2023: $3,652,857Net Income 2023: -$94,0862023Revenue 2024: $3,703,282Expenses 2024: $3,538,072Net Income 2024: $165,2102024

Highlighted filing

2014

Revenue$1,907,488
Expenses$1,746,218
Net Income$161,270
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Gross Receipts
$1,907,488
Mission and Program Overview

Mission

The local's purpose is to promote and improve the welfare of the local's members and their families. It also enforces contracts for the purpose of preserving the member's rights to safe working conditions, equal opportunity and fair labor rates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$296,766$304,447▲ $7,681
Cash and Non-Interest-Bearing Accounts$213,021$269,779▲ $56,758
Accounts Receivable$118,942$173,358▲ $54,416
Prepaid Expenses and Deferred Charges$10,198$32,995▲ $22,797
Land, Buildings, and Equipment, Net$987$1,441▲ $454
Total Assets$642,616$784,722▲ $142,106
Other Assets Total$2,702$2,702→ $0
Liabilities
Accounts Payable and Accrued Expenses$155,786$136,620▼ $19,166
Deferred Revenue$355$320▼ $35
Other Liabilities-$37-
Total Liabilities$156,141$136,977▼ $19,164
Net Assets / Fund Balance
Unrestricted Net Assets$486,475$647,745▲ $161,270
Total Net Assets Fund Balance$486,475$647,745▲ $161,270
Total Liabilities and Net Assets / Fund Balance$642,616$784,722▲ $142,106

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,441$33,806$35,247
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric B ClintonPresidentFT$55,540$30,920$86,460
Eli RiveraExecutive Bo-$13,200-$13,200
Michael V CoccoBoard of Aud-$4,686-$4,686
James R MykinsSecretary/tr-$2,404-$2,404
Travis JoynerExecutive Bo-$2,013-$2,013
Kim HanleyExecutive Bo-$1,914-$1,914
Alice Marie TuckerExecutive Bo-$698-$698
Aurelia McintoshExecutive Bo-$586-$586
Jesse MassasExecutive Bo-$538-$538
Tony AnthuenisExecutive Bo-$508-$508
Michael BeaverExecutive Bo-$461-$461
Christine WaldenBoard of Aud-$458-$458
Thomas PearceExecutive Bo-$269-$269
Dawn SutherlandBoard of Aud-$126-$126
Neftali ColonExecutive Bo-$98-$98

Board Members and Trustees

NameTitle
Isaac CroppVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,896,147
Investment Income
$1,057
Other Revenue
$10,284
Change in Net Assets
$161,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,287,836
Salaries, Compensation, and Employee Benefits$454,540
Grants and Similar Amounts Paid$3,842
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$196,662-$196,662
Other Employee Benefits-$109,062-$109,062
Current Officers, Directors, Trustees, and Key Employees-$83,499-$83,499
Pension Plan Contributions-$41,239-$41,239
Occupancy-$35,536-$35,536
Office Expenses-$29,308-$29,308
Payroll Taxes-$24,078-$24,078
Insurance-$23,367-$23,367
All Other Expenses-$19,439-$19,439
Conferences and Meetings-$17,094-$17,094
Other Expenses-$12,353-$12,353
Fees for Services Accounting-$8,905-$8,905
Fees for Services Other-$5,071-$5,071
Grants to Domestic Orgs$3,842--$3,842
Fees for Services Lobbying-$3,505-$3,505
Fees for Services Legal-$1,505-$1,505
Depreciation Depletion-$1,319-$1,319
Total Functional Expenses$3,842$1,742,376$0$1,746,218
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$3,505
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unite Here 737 Union Dues Payable$33
Tip Contributions Payable$4
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 6

The organization is a union and consists of members employed by walt disney, ssp america, skychefs, aramark, gate gourmet, and areas usa mco.

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

The members of the union have full voting rights to elect members of the governing body.

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

All decisions of the governing body are subject to approval by the members.

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

The governing body of the union is not provided with a copy of form 990 prior to its filing, however the form 990 is reviewed for accuracy by the president and secretary/treasurer prior to filing.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is distributed to and reviewed with the staff and reviewed and approved by the executive board and membership.

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

The process for determining the compensation of the union's president includes approval by the executive board and membership.

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

All other officers of the union do not receive a regular salary. Key employees and staff compensation is approved by the executive board and membership.

Form 990, Page 6, Part VI, Line 19

The union makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Unite Here Local 362
EIN
59-3674422
Phone
4078510626
Address
1255 LA QUINTA DRIVE, ROOM/SUITE 212, ORLANDO, FL 32809-7740

Signing Officer

Name
Eric Clinton
Title
President
Phone
4078510626
Signed
2015-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Clinton
Formed
2000
Legal Domicile
Fl
Voting Board Members
16
Independent Board Members
1
Employees
46

Preparer

Firm
Tattersall & Tattersall Pa
Address
668 N ORLANDO AVE STE 1007, MAITLAND, FL 32751-4460
Preparer
Brian D Mcgraw CPA 21578
Phone
4078942272
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The local's purpose is to promote and improve the welfare of the local's members and their families. It also enforces contracts for the purpose of preserving the member's rights to safe working conditions, equal opportunity and fair labor rates.

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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0LOBBYING LEGISLATORS AT FLORIDA STATE CAPITOL RELATING TO ISSUES OF WORKING FAMILIES.
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt1POLITICAL CONTRIBUTIONS WERE MADE TO 2 CANDIDATES FOR 500 EACH IN 2014.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE C, PART IV
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TIP CONTRIBUTIONS PAYABLE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A UNION AND CONSISTS OF MEMBERS EMPLOYED BY WALT DISNEY, SSP AMERICA, SKYCHEFS, ARAMARK, GATE GOURMET, AND AREAS USA MCO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE UNION HAVE FULL VOTING RIGHTS TO ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING BODY OF THE UNION IS NOT PROVIDED WITH A COPY OF FORM 990 PRIOR TO ITS FILING, HOWEVER THE FORM 990 IS REVIEWED FOR ACCURACY BY THE PRESIDENT AND SECRETARY/TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO AND REVIEWED WITH THE STAFF AND REVIEWED AND APPROVED BY THE EXECUTIVE BOARD AND MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS FOR DETERMINING THE COMPENSATION OF THE UNION'S PRESIDENT INCLUDES APPROVAL BY THE EXECUTIVE BOARD AND MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL OTHER OFFICERS OF THE UNION DO NOT RECEIVE A REGULAR SALARY. KEY EMPLOYEES AND STAFF COMPENSATION IS APPROVED BY THE EXECUTIVE BOARD AND MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE UNION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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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 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
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ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.33$1.85$3.70$3.54$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.30$1.69$3.56$3.65$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.44$1.78$3.04$2.82$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.52$1.56$3.23$3.25$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.09$1.59$2.68$1.36$1.32
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.33$0.27$2.56$2.68$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.18$0.38$2.49$2.50$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.17$0.39$1.99$2.12$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.14$0.52$1.81$1.92$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.13$0.64$1.78$1.80$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.14$0.65$1.91$1.75$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.16$0.49$1.66$1.56$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.14$0.39$1.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.13$0.30$1.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.11$0.26$1.40