Civic Intelligence

American Postal Workers Union Stockton Local 320

990EZ • Fiscal year 2014 • EIN 68-0146677

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

2027 Grand Canal BlvdRoom/Suite 30Stockton, CA 95207

(209) 983-6410

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

3rd percentile

-51%

Higher net margin than 3% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

70th percentile

$7,514

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-20%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-26%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$93,158

Down $23,188 (-20%) from 2013

Net Assets

Down

$93,158

Down $23,188 (-20%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$43,392

Down $15,139 (-26%) from 2013

Expenses

Down

$65,621

Down $6,136 (-8.6%) from 2013

Net Income

Down

-$22,229

Down $9,003 (-68%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $153,978Net Assets 2010: $153,9782010Assets 2011: $135,647Net Assets 2011: $135,6472011Assets 2012: $131,739Net Assets 2012: $131,7392012Assets 2013: $116,346Net Assets 2013: $116,3462013Assets 2014: $93,158Net Assets 2014: $93,1582014Assets 2015: $104,112Net Assets 2015: $104,1122015Assets 2016: $107,042Net Assets 2016: $107,0422016Assets 2017: $108,848Net Assets 2017: $108,8482017Assets 2018: $107,435Net Assets 2018: $107,4352018Assets 2019: $88,192Net Assets 2019: $88,1922019Assets 2020: $86,892Net Assets 2020: $86,8922020Assets 2021: $88,856Net Assets 2021: $88,8562021Assets 2022: $56,873Net Assets 2022: $56,8732022Assets 2023: $62,882Net Assets 2023: $62,8822023Assets 2024: $55,746Net Assets 2024: $55,7462024

Highlighted filing

2014

Assets$93,158
Liabilities-
Net Assets$93,158

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $91,218Expenses 2010: $91,230Net Income 2010: -$122010Revenue 2011: $84,857Expenses 2011: $97,590Net Income 2011: -$12,7332011Revenue 2012: $84,860Expenses 2012: $87,244Net Income 2012: -$2,3842012Revenue 2013: $58,531Expenses 2013: $71,757Net Income 2013: -$13,2262013Revenue 2014: $43,392Expenses 2014: $65,621Net Income 2014: -$22,2292014Revenue 2015: $34,638Expenses 2015: $22,637Net Income 2015: $12,0012015Revenue 2016: $28,564Expenses 2016: $24,486Net Income 2016: $4,0782016Revenue 2017: $30,031Expenses 2017: $27,074Net Income 2017: $2,9572017Revenue 2018: $30,691Expenses 2018: $31,018Net Income 2018: -$3272018Revenue 2019: $30,700Expenses 2019: $48,810Net Income 2019: -$18,1102019Revenue 2020: $32,518Expenses 2020: $32,459Net Income 2020: $592020Revenue 2021: $37,079Expenses 2021: $37,487Net Income 2021: -$4082021Revenue 2022: $33,588Expenses 2022: $67,067Net Income 2022: -$33,4792022Revenue 2023: $41,188Expenses 2023: $36,879Net Income 2023: $4,3092023Revenue 2024: $42,775Expenses 2024: $51,825Net Income 2024: -$9,0502024

Highlighted filing

2014

Revenue$43,392
Expenses$65,621
Net Income-$22,229
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Gross Receipts
$43,392
Mission and Program Overview

Mission

Represent general membership for the benefits of ecomomic support and promote better working conditions.

Program Services

DescriptionGrantsExpenses
REPRESENT THE GENERAL MEMBERSHIP FOR THE BENEFITS, SUPPORT AND PROMOTE BETTER WORKING CONDITIONS.--
REPRESENT THE GENERAL MEMBERSHIP FOR THE BENEFITS, SUPPORT AND PROMOTE--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN M BANTAPresident-$7,514-$7,514
CHRISTINE ZARATEVice Preside-$5,753-$5,753
ROSA ROCHASecretary-$4,853-$4,853
-Treasurer-$4,853-$4,853
DANIEL L PERRYCraft Direct-$1,200-$1,200
-Trustee-$300-$300
KARLA REICHELTTrustee-$225-$225
COLETTE SCOTTTrustee-$200-$200
VIRGINIA JACQUESTrustee-$150-$150
ERIC WHEELOCKMaintenance-$100-$100
Filing and Contact Details

Filer

Filer Name
American Postal Workers Union
EIN
68-0146677
Phone
2099836410
Address
2027 GRAND CANAL BLVD, ROOM/SUITE 30, STOCKTON, CA 95207

Signing Officer

Name
Kathryn M Banta
Title
President
Phone
2099836410
Signed
2015-05-04

Preparer

Firm
Buster Donelson CPA
Address
18831 MT MORGAN CIRCLE, FOUNTAIN VALLEY, CA 92708-6517
Preparer
Buster Donelson
Phone
7149646009
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Refunds/rebates 2,254 total 2,254

Form 990-ez, Part I, Line 10

Apwu of calif per capita tax 426 p.o. Box 70432 shasta lake ca 96079

Form 990-ez, Part I, Line 16

Expenses office & administrative 2,171 computer expenses 2,376 aba 1,787 dues/association 872 public relation- members 1,475 taxes 10 telephone 1,204 non-investment depreciation 3,619 total 13,514

Form 990-ez, Part I, Line 20

Book / tax depreciation difference -959

Form 990-ez, Part II, Line 24

Office bldg. & office equip. 102,736 108,635 less accumulated depreciation 73,434 78,012 stamp on hand 27 0 total 29,329 30,623

Form 990-ez, Part III

Represent general membership for the benefits of ecomomic support and promote better working conditions.

Form 990-ez, Part III, Line 31

Represent the general membership for the benefits, support and promote

Raw XML Appendix145 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/BooksInCareOfDetail/PersonNm0KATHRYN BANTA
IRS990EZ/BooksInCareOfDetail/PhoneNum02099836410
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02027 GRAND CANAL 30
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0952130697
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042286
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22229
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02922
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116346
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093158
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0426
IRS990EZ/GrossReceiptsAmt043392
IRS990EZ/GroupExemptionNum02474
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LandAndBuildingsGrp/BOYAmt044731
IRS990EZ/LandAndBuildingsGrp/EOYAmt044731
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041119
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0116346
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093158
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0116346
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt093158
IRS990EZ/OccupancyRentUtltsAndMaintAmt07333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0JAMIE LIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1MARY MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07514
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34853
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt75753
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt8300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt94853
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHRYN M BANTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC WHEELOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARLA REICHELT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROSA ROCHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLETTE SCOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VIRGINIA JACQUES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANIEL L PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRISTINE ZARATE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MAINTENANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CRAFT DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt029329
IRS990EZ/OtherAssetsTotalDetail/EOYAmt030623
IRS990EZ/OtherChangesInNetAssetsAmt0-959
IRS990EZ/OtherExpensesTotalAmt013514
IRS990EZ/OtherRevenueTotalAmt02254
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENT GENERAL MEMBERSHIP FOR THE BENEFITS OF ECOMOMIC SUPPORT AND PROMOTE BETTER WORKING CONDITIONS.
IRS990EZ/PrintingPublicationsPostageAmt01337
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENT THE GENERAL MEMBERSHIP FOR THE BENEFITS, SUPPORT AND PROMOTE BETTER WORKING CONDITIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REPRESENT THE GENERAL MEMBERSHIP FOR THE BENEFITS, SUPPORT AND PROMOTE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt040089
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065621
IRS990EZ/TotalRevenueAmt043392
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0ORGANIZATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDS/REBATES 2,254 TOTAL 2,254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1APWU OF CALIF PER CAPITA TAX 426 P.O. BOX 70432 SHASTA LAKE CA 96079
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE & ADMINISTRATIVE 2,171 COMPUTER EXPENSES 2,376 ABA 1,787 DUES/ASSOCIATION 872 PUBLIC RELATION- MEMBERS 1,475 TAXES 10 TELEPHONE 1,204 NON-INVESTMENT DEPRECIATION 3,619 TOTAL 13,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE -959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE BLDG. & OFFICE EQUIP. 102,736 108,635 LESS ACCUMULATED DEPRECIATION 73,434 78,012 STAMP ON HAND 27 0 TOTAL 29,329 30,623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPRESENT GENERAL MEMBERSHIP FOR THE BENEFITS OF ECOMOMIC SUPPORT AND PROMOTE BETTER WORKING CONDITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REPRESENT THE GENERAL MEMBERSHIP FOR THE BENEFITS, SUPPORT AND PROMOTE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN M BANTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02099836410
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN POSTAL WORKERS UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STOCKTON LOCAL 320
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0680146677
ReturnHeader/Filer/PhoneNum02099836410
ReturnHeader/Filer/USAddress/AddressLine1Txt02027 GRAND CANAL BLVD
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 30
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095207
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330930449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSTER DONELSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018831 MT MORGAN CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOUNTAIN VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927086517
ReturnHeader/PreparerPersonGrp/PhoneNum07149646009
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BUSTER DONELSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-07T18:05:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.43$0.52$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.41$0.37$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.34$0.67$0.33
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.37$0.37$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.33$0.32$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.31$0.49$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.31$0.31$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.30$0.27$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.29$0.24$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.35$0.23$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.43$0.66$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.59$0.72$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$1.32$0.85$0.87$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$1.36$0.85$0.98$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$1.54$0.91$0.91$0.00