Civic Intelligence

National Treasury Employees Union Chapter 239

EIN 68-0037544 • 501(c)5 • Sacramento, CA

Profile

Labor union

4330 Watt Ave STE SA5351Sacramento, CA 95821
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

52nd percentile

4.7%

Higher net margin than 52% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

1.3%

Faster asset growth than 48% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-4.7%

Faster revenue growth than 33% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$147,911

Up $1,887 (+1.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$147,911

Up $1,887 (+1.3%) from 2021

Operations
Liabilities / Revenue60th percentileNet Margin52nd percentile

Revenue

Down

$15,663

Down $771 (-4.7%) from 2021

Expenses

Up

$14,924

Up $7,853 (+111%) from 2021

Net Income

Down

$739

Down $8,624 (-92%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$150K$100K$50K$0Assets 2011: $113,823Liabilities 2011: $02011Assets 2018: $126,926Liabilities 2018: $02018Assets 2019: $128,499Liabilities 2019: $02019Assets 2020: $136,661Liabilities 2020: $02020Assets 2021: $146,024Liabilities 2021: $0Net Assets 2021: $146,0242021Assets 2022: $147,911Liabilities 2022: $0Net Assets 2022: $147,9112022

Highlighted filing

2022

Assets$147,911
Liabilities$0
Net Assets$147,911
Open 2022 Filing

Operations Trend

Revenue Growth33rd percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2011: $31,548Expenses 2011: $32,531Net Income 2011: -$9832011Revenue 2018: $19,547Expenses 2018: $17,957Net Income 2018: $1,5902018Revenue 2019: $23,004Expenses 2019: $21,431Net Income 2019: $1,5732019Revenue 2020: $17,789Expenses 2020: $9,627Net Income 2020: $8,1622020Revenue 2021: $16,434Expenses 2021: $7,071Net Income 2021: $9,3632021Revenue 2022: $15,663Expenses 2022: $14,924Net Income 2022: $7392022

Highlighted filing

2022

Revenue$15,663
Expenses$14,924
Net Income$739
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,911
Liabilities
$0
Net assets
$147,911
Revenue
$15,663
Expenses
$14,924
Net income
$739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.16$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.16$0.07$0.09
2020Summary only. Only limited summary data is available for this year.$1.37$0.00$0.18$0.10$0.08
2019Summary only. Only limited summary data is available for this year.$1.28$0.00$0.23$0.21$0.02
2018Summary only. Only limited summary data is available for this year.$1.27$0.00$0.20$0.18$0.02
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$0.32$0.33$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Dec 21, 2022
Return Version
2021v4.2
Gross Receipts
$15,663
Mission and Program Overview

Mission

Labor union

Program Services

DescriptionGrantsExpenses
Representing NTEU members and nonmember IRS employees within the bargaining unit.-$14,924
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha AguirrePresidentPT$0--
Constance StarkFirst Vice PresidentPT$0--
Marissa AltonSecond Vice President-$0--
Howard KnudsenSecretary-$0--
Filing and Contact Details

Filer

Filer Name
National Treasury Employees Union Chapter 239
EIN
68-0037544
Address
4330 Watt Ave STE SA5351, Sacramento, CA 95821

Signing Officer

Name
Constance Stark
Title
Vice President
Phone
9167922960
Signed
2022-12-21
Discuss with paid preparer
No

Preparer

Firm
Howard Knudsen CPA
Address
3900 Lennane Dr Suite 125, Sacramento, CA 95834
Preparer
Howard Knudsen
Phone
9164252555
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMisc Revenue 160”

Description of other expenses Part I line 16

“Description AmountTraining and other union expenses 8,271”

Other changes in net assets or fund balances Part I line 20

“Description AmountAdjustment made to assets 1,148”

Description of other assets Part II line 24

“Category Beginning of Year End of YearOffice Equipment 975 975”

Raw XML Appendix126 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/BenefitsPaidToOrForMembersAmt03290
IRS990EZ/BooksInCareOfDetail/PersonNm0Constance Stark
IRS990EZ/BooksInCareOfDetail/PhoneNum09169745099
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04330 Watt Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sacramento
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0145049
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0146936
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0739
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0146024
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0147911
IRS990EZ/GrossReceiptsAmt015663
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0519
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014984
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0146024
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0147911
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0146024
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0147911
IRS990EZ/OccupancyRentUtltsAndMaintAmt02811
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Martha Aguirre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Constance Stark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marissa Alton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Howard Knudsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1First Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Second Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0975
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0975
IRS990EZ/OtherChangesInNetAssetsAmt01148
IRS990EZ/OtherExpensesTotalAmt08271
IRS990EZ/OtherRevenueTotalAmt0160
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Labor union
IRS990EZ/PrintingPublicationsPostageAmt0152
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Representing NTEU members and nonmember IRS employees within the bargaining unit.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014924
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014924
IRS990EZ/TotalProgramServiceExpensesAmt014924
IRS990EZ/TotalRevenueAmt015663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Labor Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMisc Revenue 160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountTraining and other union expenses 8,271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountAdjustment made to assets 1,148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearOffice Equipment 975 975
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Constance Stark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum09167922960
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Treasury Employees Union Chapter 239
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0680037544
ReturnHeader/Filer/USAddress/AddressLine1Txt04330 Watt Ave STE SA5351
ReturnHeader/Filer/USAddress/CityNm0Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095821
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873939841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Howard Knudsen CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 Lennane Dr Suite 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095834
ReturnHeader/PreparerPersonGrp/PhoneNum09164252555
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Howard Knudsen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-21T18:23:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Constance
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Stark
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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