Civic Intelligence

Uaw Local 2309

990EZ • Fiscal year 2016 • EIN 61-0962168

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 25, 2017

Organization Profile
3234 Bremer WayLouisville, KY 40213

(502) 608-5575

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$9,386

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

5.8%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

7.9%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$147,154

Up $8,115 (+5.8%) from 2015

Net Assets

$146,003

No earlier filing loaded for comparison.

Liabilities

Up

$1,151

Up $43 (+3.9%) from 2015

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin55th percentile

Revenue

Up

$149,028

Up $10,901 (+7.9%) from 2015

Expenses

Down

$140,956

Down $11,257 (-7.4%) from 2015

Net Income

Up

$8,072

Up $22,158 (+157%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2011: $105,245Liabilities 2011: $02011Assets 2012: $130,043Liabilities 2012: $02012Assets 2013: $143,669Liabilities 2013: $1,0602013Assets 2014: $153,319Liabilities 2014: $1,3022014Assets 2015: $139,039Liabilities 2015: $1,1082015Assets 2016: $147,154Liabilities 2016: $1,151Net Assets 2016: $146,0032016Assets 2017: $121,165Liabilities 2017: $741Net Assets 2017: $120,4242017Assets 2018: $128,099Liabilities 2018: $1,813Net Assets 2018: $126,2862018Assets 2019: $126,524Liabilities 2019: $903Net Assets 2019: $125,6212019Assets 2020: $129,246Liabilities 2020: $11,2882020Assets 2021: $104,706Liabilities 2021: $1,245Net Assets 2021: $103,4612021Assets 2022: $74,713Liabilities 2022: $2,332Net Assets 2022: $72,3812022Assets 2023: $60,758Liabilities 2023: $800Net Assets 2023: $59,9582023Assets 2024: $52,239Liabilities 2024: $1,505Net Assets 2024: $50,7342024

Highlighted filing

2016

Assets$147,154
Liabilities$1,151
Net Assets$146,003
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $112,726Expenses 2011: $105,095Net Income 2011: $7,6312011Revenue 2012: $129,143Expenses 2012: $104,345Net Income 2012: $24,7982012Revenue 2013: $132,471Expenses 2013: $118,845Net Income 2013: $13,6262013Revenue 2014: $128,936Expenses 2014: $119,528Net Income 2014: $9,4082014Revenue 2015: $138,127Expenses 2015: $152,213Net Income 2015: -$14,0862015Revenue 2016: $149,028Expenses 2016: $140,956Net Income 2016: $8,0722016Revenue 2017: $133,570Expenses 2017: $159,149Net Income 2017: -$25,5792017Revenue 2018: $131,079Expenses 2018: $125,217Net Income 2018: $5,8622018Revenue 2019: $139,071Expenses 2019: $139,736Net Income 2019: -$6652019Revenue 2020: $105,179Expenses 2020: $102,512Net Income 2020: $2,6672020Revenue 2021: $111,159Expenses 2021: $135,799Net Income 2021: -$24,6402021Revenue 2022: $117,586Expenses 2022: $148,666Net Income 2022: -$31,0802022Revenue 2023: $121,232Expenses 2023: $133,655Net Income 2023: -$12,4232023Revenue 2024: $114,694Expenses 2024: $123,918Net Income 2024: -$9,2242024

Highlighted filing

2016

Revenue$149,028
Expenses$140,956
Net Income$8,072
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 25, 2017
Return Version
2016v3.0
Gross Receipts
$149,028
Mission and Program Overview

Mission

LABOR UNION

Program Services

DescriptionGrantsExpenses
UNION REPRESENTATION OF MEMBERS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAUN PHIPPSFncl Secry-$9,338$48$9,386
PATRICK WHEELERRec Sec-$5,847$43$5,890
CHIP CARTERPresident-$5,456$24$5,480
DONALD JACKSONVice President-$4,264$12$4,276
ESTELL JUDDSgt Of Arms-$1,338$36$1,374
DAVID JOHNSONChief Trustee-$484-$484
CHARLES THORNSBERRYTrustee-$418-$418
DONALD DURBINTrustee-$418-$418
Filing and Contact Details

Filer

Filer Name
Uaw Local 2309
EIN
61-0962168
Address
3234 BREMER WAY, LOUISVILLE, KY 40213

Signing Officer

Name
Chip Carter
Title
President
Phone
5026085575
Signed
2017-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth J Burge Inc
Address
4017 Landherr Drive, Louisville, KY 40299
Preparer
Deborah a Pecore
Phone
5022400681
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrebate from intnl strike fund 2,486”

Description of other expenses Part I line 16

“Description amountbank charges 36depreciation 29technical and support fees 600travel 336donations 1,700miscellaneous 232prof and legal 4,505payroll taxes 3,245”

Description of other assets Part II line 24

“Category beginning of year end of yearfurniture and equipment 129 100”

Description of total liabilities Part II line 26

“Category beginning of year end of yearpayroll taxes payable 1,108 1,151”

Raw XML Appendix147 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/BenefitsPaidToOrForMembersAmt094271
IRS990EZ/BooksInCareOfDetail/PersonNm0SHAUN PHIPPS
IRS990EZ/BooksInCareOfDetail/PhoneNum05026085575
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03234 BREMER WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0138910
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0147054
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08072
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139039
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147154
IRS990EZ/GrossReceiptsAmt0149028
IRS990EZ/GroupExemptionNum00427
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0146542
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137931
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0146003
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137931
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0146003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt09338
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11338
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt35847
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5484
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt64264
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt75456
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt048
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt343
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt612
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt724
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHAUN PHIPPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ESTELL JUDD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLES THORNSBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICK WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONALD DURBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DONALD JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHIP CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FNCL SECRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SGT OF ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3REC SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHIEF TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0129
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0100
IRS990EZ/OtherExpensesTotalAmt010683
IRS990EZ/OtherRevenueTotalAmt02486
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION
IRS990EZ/PrintingPublicationsPostageAmt01265
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNION REPRESENTATION OF MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034737
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01108
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01151
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0140956
IRS990EZ/TotalRevenueAmt0149028
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTREBATE FROM INTNL STRIKE FUND 2,486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 36DEPRECIATION 29TECHNICAL AND SUPPORT FEES 600TRAVEL 336DONATIONS 1,700MISCELLANEOUS 232PROF AND LEGAL 4,505PAYROLL TAXES 3,245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARFURNITURE AND EQUIPMENT 129 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARPAYROLL TAXES PAYABLE 1,108 1,151
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHIP CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05026085575
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UAW LOCAL 2309
ReturnHeader/Filer/BusinessNameControlTxt0UAWL
ReturnHeader/Filer/EIN0610962168
ReturnHeader/Filer/USAddress/AddressLine1Txt03234 BREMER WAY
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040213
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0451DF38FE6106BBDC1362B85D2A9B37C48F4D463
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0451DF38FE6106BBDC1362B85D2A9B37C48F4D463
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId061347920170444d4znw4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-02-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.139.117.8
ReturnHeader/FilingSecurityInformation/IPDt02017-02-13
ReturnHeader/FilingSecurityInformation/IPTm018:18:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611064163
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth J Burge Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04017 Landherr Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040299
ReturnHeader/PreparerPersonGrp/PhoneNum05022400681
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH A PECORE
ReturnHeader/ReturnTs02017-02-13T18:17:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,154
Liabilities
$1,151
Net assets
$146,003
Revenue
$149,028
Expenses
$140,956
Net income
$8,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.51$1.15$1.24$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$1.21$1.34$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.72$1.18$1.49$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.03$1.11$1.36$0.25
2020Summary only. Only limited summary data is available for this year.$1.29$0.11$1.05$1.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$1.39$1.40$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$1.31$1.25$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$1.34$1.59$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$1.49$1.41$0.08
2015Summary only. Only limited summary data is available for this year.$1.39$0.01$1.38$1.52$0.14
2014Summary only. Only limited summary data is available for this year.$1.53$0.01$1.29$1.20$0.09
2013Summary only. Only limited summary data is available for this year.$1.44$0.01$1.32$1.19$0.14
2012Summary only. Only limited summary data is available for this year.$1.30$0.00$1.29$1.04$0.25
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.13$1.05$0.08