Civic Intelligence

International Union of Elevator Construc Tors Local 20

EIN 61-0572503 • 501(c)5 • Louisville, KY

Profile

LABOR ORGANIZATION

7711 Beulah Church RoadLouisville, KY 40228

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.01x

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

501(c)5 • $500k-$1M nonprofits • Source year 2025

Net Margin

53rd percentile

7.8%

Higher net margin than 53% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

98th percentile

$236,659

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 49.6% of source-year revenue.

501(c)5 • $500k-$1M nonprofits • Source year 2025

Asset Growth

61st percentile

6.9%

Faster asset growth than 61% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

8.7%

Faster revenue growth than 64% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$543,161

Up $1,537 (+0.3%) from 2022

Liabilities

Up

$8,554

Up $673 (+8.5%) from 2022

Net Assets

Up

$534,607

Up $864 (+0.2%) from 2022

Revenue

Up

$397,160

Up $11,919 (+3.1%) from 2022

Expenses

Up

$396,296

Up $16,924 (+4.5%) from 2022

Net Income

Down

$864

Down $5,005 (-85%) from 2022

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $234,021Liabilities 2011: $0Net Assets 2011: $234,0212011Assets 2012: $215,737Liabilities 2012: $0Net Assets 2012: $215,7372012Assets 2013: $196,097Liabilities 2013: $0Net Assets 2013: $196,0972013Assets 2014: $224,984Liabilities 2014: $0Net Assets 2014: $224,9842014Assets 2015: $247,503Liabilities 2015: $0Net Assets 2015: $247,5032015Assets 2016: $276,402Liabilities 2016: $0Net Assets 2016: $276,4022016Assets 2017: $306,164Liabilities 2017: $0Net Assets 2017: $306,1642017Assets 2018: $400,986Liabilities 2018: $0Net Assets 2018: $400,9862018Assets 2019: $466,546Liabilities 2019: $0Net Assets 2019: $466,5462019Assets 2020: $472,527Liabilities 2020: $1Net Assets 2020: $472,5262020Assets 2021: $527,876Liabilities 2021: $2Net Assets 2021: $527,8742021Assets 2022: $541,624Liabilities 2022: $7,881Net Assets 2022: $533,7432022Assets 2023: $543,161Liabilities 2023: $8,554Net Assets 2023: $534,6072023

Highlighted filing

2023

Assets$543,161
Liabilities$8,554
Net Assets$534,607

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $200,314Expenses 2011: $224,170Net Income 2011: -$23,8562011Revenue 2012: $215,759Expenses 2012: $222,948Net Income 2012: -$7,1892012Revenue 2013: $222,970Expenses 2013: $242,610Net Income 2013: -$19,6402013Revenue 2014: $258,255Expenses 2014: $229,368Net Income 2014: $28,8872014Revenue 2015: $270,554Expenses 2015: $248,035Net Income 2015: $22,5192015Revenue 2016: $300,065Expenses 2016: $271,166Net Income 2016: $28,8992016Revenue 2017: $335,652Expenses 2017: $305,890Net Income 2017: $29,7622017Revenue 2018: $431,611Expenses 2018: $336,789Net Income 2018: $94,8222018Revenue 2019: $425,132Expenses 2019: $359,572Net Income 2019: $65,5602019Revenue 2020: $398,231Expenses 2020: $392,249Net Income 2020: $5,9822020Revenue 2021: $412,671Expenses 2021: $357,323Net Income 2021: $55,3482021Revenue 2022: $385,241Expenses 2022: $379,372Net Income 2022: $5,8692022Revenue 2023: $397,160Expenses 2023: $396,296Net Income 2023: $8642023

Highlighted filing

2023

Revenue$397,160
Expenses$396,296
Net Income$864

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.43$0.09$5.35$3.97$3.96$0.01
2022Summary only. Only limited summary data is available for this year.$5.42$0.08$5.34$3.85$3.79$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.00$5.28$4.13$3.57$0.55
2020Summary only. Only limited summary data is available for this year.$4.73$0.00$4.73$3.98$3.92$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$4.25$3.60$0.66
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.00$4.01$4.32$3.37$0.95
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$3.36$3.06$0.30
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$3.00$2.71$0.29
2015Summary only. Only limited summary data is available for this year.$2.48$0.00$2.48$2.71$2.48$0.23
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$2.58$2.29$0.29
2013Summary only. Only limited summary data is available for this year.$1.96$0.00$1.96$2.23$2.43$0.20
2012Summary only. Only limited summary data is available for this year.$2.16$0.00$2.16$2.16$2.23$0.07
2011Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$2.00$2.24$0.24
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$431,611
Mission and Program Overview

Mission

LABOR ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$194,791$268,282▲ $73,491
Cash and Non-Interest-Bearing Accounts$111,373$132,704▲ $21,331
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$306,164$400,986▲ $94,822
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$306,164$400,986▲ $94,822
Total Net Assets Fund Balance$306,164$400,986▲ $94,822
Total Liabilities and Net Assets / Fund Balance$306,164$400,986▲ $94,822
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Vernon SoederBusiness MgrFT$110,520$110,520
Tim FlahiveBusiness MgrFT$10,985$10,985
Paul LewisRecording Sec-$360$360
Jamie MckuneTrustee-$284$284
Jason PryorTrustee-$284$284
Kenny JuneTrustee-$284$284

Board Members and Trustees

NameTitle
David PoolePresident
Revenue and Support

Revenue Composition

Contributions and Grants
$427,883
Program Service Revenue
$0
Investment Income
$3,651
Other Revenue
$77
All Other Contributions
$8,650
Change in Net Assets
$94,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,204
Other Expenses$122,888
Grants and Similar Amounts Paid$450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$110,520--$122,717
Payments to Affiliates---$95,781
Pension Plan Contributions---$76,547
Benefits to Members---$10,247
Occupancy---$6,452
Insurance---$4,746
Office Expenses---$4,143
Payroll Taxes---$3,580
Fees for Services Accounting---$3,065
Conferences and Meetings---$3,034
Information Technology---$2,450
Travel---$2,050
Grants to Domestic Orgs---$450
Other Salaries and Wages---$360
Other Expenses---$105
Total Functional Expenses$110,520$0$0$336,789
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Union members/have full voting rights if dues are paid.

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
International Union of Elevator Construc
EIN
61-0572503
Phone
5022310136
Address
7711 BEULAH CHURCH ROAD, LOUISVILLE, KY 40228

Signing Officer

Name
Vernon Soeder
Title
Business Mgr
Phone
5022310136
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Poole
Legal Domicile
Ky
Voting Board Members
114
Independent Board Members
114
Employees
2
Volunteers
10

Preparer

Firm
Mcintyre & Wooldridge Psc
Address
3103 BRECKENRIDGE LN STE 3, LOUISVILLE, KY 40220
Preparer
Paula E Wooldridge
Phone
5024939373
Raw XML Appendix374 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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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0INDIRECT POLITICAL ACTIVITY THROUGH INTERNATIONAL UNION HEADQUARTERS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION MEMBERS/HAVE FULL VOTING RIGHTS IF DUES ARE PAID.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0272642007
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRUST FOR UNION MEMBER BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07711 BEULAH CHURCH RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOUISVILLE
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0400986
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt0122717
IRS990/TotalRevenueGrp/ExclusionAmt077
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03651
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0431611
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0306164
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0400986
IRS990/TravelGrp/TotalAmt02050
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0306164
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0400986
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07711 BEULAH CHURCH ROAD
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040228
IRS990/VotingMembersGoverningBodyCnt0114
IRS990/VotingMembersIndependentCnt0114
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VERNON SOEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum05022310136
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERNATIONAL UNION OF ELEVATOR CONSTRUC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TORS LOCAL 20
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0610572503
ReturnHeader/Filer/PhoneNum05022310136
ReturnHeader/Filer/USAddress/AddressLine1Txt07711 BEULAH CHURCH ROAD
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040228
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611273970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCINTYRE & WOOLDRIDGE PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03103 BRECKENRIDGE LN STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040220
ReturnHeader/PreparerPersonGrp/PhoneNum05024939373
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA E WOOLDRIDGE
ReturnHeader/ReturnTs02019-05-13T10:50:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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