Civic Intelligence

Local Union 721

990 • Fiscal year 2019 • EIN 62-0423355

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 21, 2020

P O Box 931Hixson, TN 37343

(423) 842-7551

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

36th percentile

-0.6%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

75th percentile

$8,902

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-1.4%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-2.4%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$61,601

Down $880 (-1.4%) from 2018

Net Assets

Down

$61,573

Down $889 (-1.4%) from 2018

Liabilities

Up

$28

Up $9 (+47%) from 2018

Revenue

Down

$151,959

Down $3,780 (-2.4%) from 2018

Expenses

Down

$152,848

Down $5,928 (-3.7%) from 2018

Net Income

Up

-$889

Up $2,148 (+71%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $51,850Liabilities 2011: $216Net Assets 2011: $51,6342011Assets 2012: $78,135Liabilities 2012: $133Net Assets 2012: $78,0022012Assets 2013: $86,166Liabilities 2013: $56Net Assets 2013: $86,1102013Assets 2014: $82,550Liabilities 2014: $30Net Assets 2014: $82,5202014Assets 2015: $94,030Liabilities 2015: $41Net Assets 2015: $93,9892015Assets 2016: $75,350Liabilities 2016: $30Net Assets 2016: $75,3202016Assets 2017: $65,531Liabilities 2017: $32Net Assets 2017: $65,4992017Assets 2018: $62,481Liabilities 2018: $19Net Assets 2018: $62,4622018Assets 2019: $61,601Liabilities 2019: $28Net Assets 2019: $61,5732019Assets 2020: $85,462Liabilities 2020: $31Net Assets 2020: $85,4312020Assets 2021: $118,525Liabilities 2021: $30Net Assets 2021: $118,4952021Assets 2022: $108,898Liabilities 2022: $18Net Assets 2022: $108,8802022Assets 2023: $119,077Liabilities 2023: -$1,166Net Assets 2023: $120,2432023

Highlighted filing

2019

Assets$61,601
Liabilities$28
Net Assets$61,573

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $180,8732011Expenses 2012: $173,2492012Revenue 2013: $180,474Expenses 2013: $172,366Net Income 2013: $8,1082013Revenue 2014: $179,207Expenses 2014: $182,797Net Income 2014: -$3,5902014Revenue 2015: $172,831Expenses 2015: $161,362Net Income 2015: $11,4692015Revenue 2016: $161,529Expenses 2016: $180,198Net Income 2016: -$18,6692016Revenue 2017: $153,868Expenses 2017: $163,689Net Income 2017: -$9,8212017Revenue 2018: $155,739Expenses 2018: $158,776Net Income 2018: -$3,0372018Revenue 2019: $151,959Expenses 2019: $152,848Net Income 2019: -$8892019Revenue 2020: $161,457Expenses 2020: $137,599Net Income 2020: $23,8582020Revenue 2021: $172,143Expenses 2021: $139,079Net Income 2021: $33,0642021Revenue 2022: $173,087Expenses 2022: $182,702Net Income 2022: -$9,6152022Revenue 2023: $186,346Expenses 2023: $174,983Net Income 2023: $11,3632023

Highlighted filing

2019

Revenue$151,959
Expenses$152,848
Net Income-$889
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 21, 2020
Return Version
2019v5.1
Gross Receipts
$151,959
Mission and Program Overview

Mission

LABOR UNION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$62,481$61,601▼ $880
Rtn Earn Endowment Incm Other Fnds$62,462$61,573▼ $889
Total Assets$62,481$61,601▼ $880
Liabilities
Accounts Payable and Accrued Expenses$19$28▲ $9
Total Liabilities$19$28▲ $9
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,462$61,573▼ $889
Total Liabilities and Net Assets / Fund Balance$62,481$61,601▼ $880
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sue L DonilonTreasurerPT$8,902$8,902
David WilliamsPresidentPT$8,712$8,712
Larry a HancockFinancial SecPT$7,529$7,529
Daniel F PhillipsOfficer-$5,043$5,043
Gabriel C JohnsonRecording SecPT$1,657$1,657
Revenue and Support

Revenue Composition

Contributions and Grants
$151,463
Program Service Revenue
$0
Investment Income
$496
Other Revenue
$0
Change in Net Assets
$-889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,421
Salaries, Compensation, and Employee Benefits$40,427
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$37,398--$37,398
Travel$6,879--$6,879
Payroll Taxes$3,029--$3,029
Fees for Services Accounting$1,850--$1,850
All Other Expenses$1,656--$1,656
Occupancy$1,224--$1,224
Office Expenses$1,222--$1,222
Conferences and Meetings$695--$695
Other Expenses$674--$674
Total Functional Expenses$152,848$0$0$152,848
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
In-house lobbying only
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

GOVERNING BODY REVIEW

Conflict of interest policy compliance Part VI line 12C

Conflict of interest policy compliance

Governing documents etc available to public Part VI line 19

Available to public at union hall during normal business hours

Filing and Contact Details

Filer

Filer Name
Local Union 721
EIN
62-0423355
Address
P O BOX 931, HIXSON, TN 37343
Doing Business As
Int Brotherhood of Elect Wks

Signing Officer

Name
Sue Donilon
Title
Treasurer
Phone
4238427551
Signed
2020-04-21
Discuss with paid preparer
No

Organization Details

Principal Officer
David Williams
Formed
1910
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
6

Preparer

Firm
Schultz and Associates Inc
Address
6310 Bonny Oaks Drive, Chattanooga, TN 37416
Preparer
Mary Kirby
Phone
4238991130
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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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ReturnHeader/FilingSecurityInformation/IPDt02020-04-24
ReturnHeader/FilingSecurityInformation/IPTm016:15:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621553378
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06310 Bonny Oaks Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chattanooga
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
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ReturnHeader/PreparerPersonGrp/PhoneNum04238991130
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Kirby
ReturnHeader/ReturnTs02020-04-24T16:14:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.19$0.01$1.20$1.86$1.75$0.11
2022Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$1.73$1.83$0.10
2021Summary only. Only limited summary data is available for this year.$1.19$0.00$1.18$1.72$1.39$0.33
2020Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$1.61$1.38$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.52$1.53$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$1.56$1.59$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.65$1.54$1.64$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$1.62$1.80$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.73$1.61$0.11
2014Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$1.79$1.83$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.80$1.72$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$1.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$1.81
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)5 • <$500k nonprofits