Civic Intelligence

Twu Local 555

990 • Fiscal year 2017 • EIN 75-2288867

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

2608 Inwood Rd Suite 150Dallas, TX 75235-7449

(214) 358-5404

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.26x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.12x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$113,206

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Asset Growth

99th percentile

83%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

13%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,884,329

Up $1,307,969 (+83%) from 2016

Net Assets

Up

$2,125,007

Up $872,660 (+70%) from 2016

Liabilities

Up

$759,322

Up $435,309 (+134%) from 2016

Revenue

Up

$6,210,626

Up $734,849 (+13%) from 2016

Expenses

Down

$5,337,966

Down $127,389 (-2.3%) from 2016

Net Income

Up

$872,660

Up $862,238 (+8273%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $821,544Liabilities 2011: $0Net Assets 2011: $821,5442011Assets 2012: $779,855Liabilities 2012: $0Net Assets 2012: $779,8552012Assets 2013: $1,103,465Liabilities 2013: $0Net Assets 2013: $1,103,4652013Assets 2014: $923,751Liabilities 2014: $8,147Net Assets 2014: $915,6042014Assets 2015: $1,247,417Liabilities 2015: $5,492Net Assets 2015: $1,241,9252015Assets 2016: $1,576,360Liabilities 2016: $324,013Net Assets 2016: $1,252,3472016Assets 2017: $2,884,329Liabilities 2017: $759,322Net Assets 2017: $2,125,0072017Assets 2018: $4,678,410Liabilities 2018: $756,305Net Assets 2018: $3,922,1052018Assets 2019: $5,111,855Liabilities 2019: $254,790Net Assets 2019: $4,857,0652019Assets 2020: $6,764,804Liabilities 2020: $220,691Net Assets 2020: $6,544,1132020Assets 2021: $7,395,146Liabilities 2021: $487,048Net Assets 2021: $6,908,0982021Assets 2022: $7,527,554Liabilities 2022: $278,119Net Assets 2022: $7,249,4352022Assets 2023: $8,452,597Liabilities 2023: $257,040Net Assets 2023: $8,195,5572023Assets 2024: $9,733,736Liabilities 2024: $528,226Net Assets 2024: $9,205,5102024

Highlighted filing

2017

Assets$2,884,329
Liabilities$759,322
Net Assets$2,125,007

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,490,205Expenses 2011: $3,907,134Net Income 2011: -$416,9292011Expenses 2012: $4,069,7852012Revenue 2013: $4,250,411Expenses 2013: $3,927,166Net Income 2013: $323,2452013Revenue 2014: $4,559,924Expenses 2014: $4,747,785Net Income 2014: -$187,8612014Revenue 2015: $4,693,268Expenses 2015: $4,366,947Net Income 2015: $326,3212015Revenue 2016: $5,475,777Expenses 2016: $5,465,355Net Income 2016: $10,4222016Revenue 2017: $6,210,626Expenses 2017: $5,337,966Net Income 2017: $872,6602017Revenue 2018: $6,585,515Expenses 2018: $4,788,417Net Income 2018: $1,797,0982018Revenue 2019: $7,080,647Expenses 2019: $6,145,687Net Income 2019: $934,9602019Revenue 2020: $7,605,450Expenses 2020: $5,918,402Net Income 2020: $1,687,0482020Revenue 2021: $7,237,862Expenses 2021: $6,873,878Net Income 2021: $363,9842021Revenue 2022: $7,628,903Expenses 2022: $7,287,566Net Income 2022: $341,3372022Revenue 2023: $8,934,237Expenses 2023: $7,971,661Net Income 2023: $962,5762023Revenue 2024: $10,786,867Expenses 2024: $9,776,913Net Income 2024: $1,009,9542024

Highlighted filing

2017

Revenue$6,210,626
Expenses$5,337,966
Net Income$872,660
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 14, 2018
Return Version
2017v2.3
Gross Receipts
$6,211,622
Mission and Program Overview

Mission

Contract negotiation and administration

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$-37,530$1,477,099▲ $1,514,629
Savings and Temporary Cash Investments$1,531,550$1,322,889▼ $208,661
Land, Buildings, and Equipment, Net$67,202$69,202▲ $2,000
Other Notes and Loans Receivable, Net$14,947$14,948▲ $1
Total Assets$1,576,360$2,884,329▲ $1,307,969
Other Assets Total$191$191→ $0
Liabilities
Other Liabilities$324,013$759,322▲ $435,309
Total Liabilities$324,013$759,322▲ $435,309
Net Assets / Fund Balance
Unrestricted Net Assets$1,252,347$2,125,007▲ $872,660
Total Net Assets Fund Balance$1,252,347$2,125,007▲ $872,660
Total Liabilities and Net Assets / Fund Balance$1,576,360$2,884,329▲ $1,307,969

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$27,974$94,606$122,580
Leasehold Improvements$31,585$15,685$47,270
Equipment$9,643$24,538$34,181
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tyler CluffDistrict 6 RPT$113,206$113,206
Jessica HayesSec/treasFT$86,610$86,610
Mike RoachDistrict 7 RFT$86,529$86,529
Tony SlavingsDistrict 4 RPT$83,559$83,559
Morial HayesDistrict 1 RPT$77,885$77,885
Abilio VillaverdeDistrict 8 RPT$74,113$74,113

Board Members and Trustees

NameTitle
Charles CerfPresident
Andre SuttonTrustee
Albert Barbosa2nd Vice Pre
Karl MagerDistrict 2 R
Dan ChrissDistrict 3 R
Robert BettingerDistrict 5 R
Juan CordovaRecording Se
Jerry MccrummenVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$6,161,399
Program Service Revenue
$0
Investment Income
$-57
Other Revenue
$49,284
Change in Net Assets
$872,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,311,096
Salaries, Compensation, and Employee Benefits$2,026,870
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$1,950,446
Other Salaries and Wages---$1,060,399
Current Officers, Directors, Trustees, and Key Employees---$521,902
Comp Disqual Persons---$434,589
Conferences and Meetings---$400,675
Fees for Services Legal---$353,615
Occupancy---$188,049
Office Expenses---$84,237
Advertising---$71,161
Fees for Services Accounting---$43,962
Insurance---$36,405
Depreciation Depletion---$23,986
Other Expenses---$11,878
Payroll Taxes---$9,980
All Other Expenses---$6,147
Total Functional Expenses$0$0$0$5,337,966
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
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$743,254
401k Payables$14,281
Line of Credit$1,787
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Twu local 555 is a membership organization. Members elect the members of the governing body and approve significant decisions of the governing body.

Form 990, Page 6, Part VI, Line 7A

The officers and executive board are elected by the membership. Employees of swa are required to join as members of local 555, if they work in ramp, operations, cargo or provisioning.

Form 990, Page 6, Part VI, Line 7B

Members have the right to approve or amend changes to governing documents.

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the treasurer and president prior to filing.

Form 990, Page 6, Part VI, Line 19

Members may examine governing documents upon request at the union office, or on the union members website.

Form 990, Part VII

Local 555 does not pay its officers via w-2 and/or form 1099. The amount reported in column d represents the lost time for each officer that was reimbursed by local 555 to southwest airlines during the previous year.

Filing and Contact Details

Filer

Filer Name
Twu Local 555
EIN
75-2288867
Phone
2143585404
Address
2608 INWOOD RD SUITE 150, DALLAS, TX 75235-7449

Signing Officer

Name
Andre Sutton
Title
Trustee
Phone
8005957672
Signed
2018-08-14

Organization Details

Principal Officer
Andre Sutton
Formed
1996
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
0
Employees
2

Preparer

Firm
Andy D Plagens LLC
Address
14465 WEBB CHAPEL RD STE 217, DALLAS, TX 75234-3675
Preparer
Andy D Plagens
Phone
9726200961
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

.

Raw XML Appendix377 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.

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IRS990/PYTotalExpensesAmt05465355
IRS990/PYTotalRevenueAmt05475777
IRS990/ReconcilationRevenueExpnssAmt0872660
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01531550
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01322889
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt024538
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt034181
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt031585
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt015685
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt047270
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027974
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt094606
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0122580
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114281
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21787
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1401K PAYABLES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LINE OF CREDIT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt069202
IRS990ScheduleD/TotalLiabilityAmt0759322
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TWU LOCAL 555 IS A MEMBERSHIP ORGANIZATION. MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICERS AND EXECUTIVE BOARD ARE ELECTED BY THE MEMBERSHIP. EMPLOYEES OF SWA ARE REQUIRED TO JOIN AS MEMBERS OF LOCAL 555, IF THEY WORK IN RAMP, OPERATIONS, CARGO OR PROVISIONING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS HAVE THE RIGHT TO APPROVE OR AMEND CHANGES TO GOVERNING DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED BY THE TREASURER AND PRESIDENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS MAY EXAMINE GOVERNING DOCUMENTS UPON REQUEST AT THE UNION OFFICE, OR ON THE UNION MEMBERS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LOCAL 555 DOES NOT PAY ITS OFFICERS VIA W-2 AND/OR FORM 1099. THE AMOUNT REPORTED IN COLUMN D REPRESENTS THE LOST TIME FOR EACH OFFICER THAT WAS REIMBURSED BY LOCAL 555 TO SOUTHWEST AIRLINES DURING THE PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII
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IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01576360
IRS990/TotalAssetsGrp/EOYAmt02884329
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IRS990/TotalContributionsAmt06161399
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05337966
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0324013
IRS990/TotalLiabilitiesEOYAmt0759322
IRS990/TotalLiabilitiesGrp/BOYAmt0324013
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02125007
IRS990/TotalReportableCompFromOrgAmt0521902
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06210626
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01576360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02884329
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt01252347
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02125007
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02608 INWOOD ROAD SUITE 150
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0752357449
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0TWU555.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRE SUTTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08005957672
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWU LOCAL 555
ReturnHeader/Filer/BusinessNameControlTxt0TWUL
ReturnHeader/Filer/EIN0752288867
ReturnHeader/Filer/PhoneNum02143585404
ReturnHeader/Filer/USAddress/AddressLine1Txt02608 INWOOD RD SUITE 150
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752357449
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098B5350C2054AF0D4D1A48CAEAEF27CE341900EE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F17B78EF9C70389103DFEEE1C2C1A250377C264
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.105.91.110
ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:20:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454387125
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDY D PLAGENS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014465 WEBB CHAPEL RD STE 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752343675
ReturnHeader/PreparerPersonGrp/PhoneNum09726200961
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDY D PLAGENS
ReturnHeader/ReturnTs02018-08-20T13:20:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$9.73$0.53$9.21$10.8$9.78$1.01
2023Detailed filing. Detailed filing data is available for this year.$8.45$0.26$8.20$8.93$7.97$0.96
2022Detailed filing. Detailed filing data is available for this year.$7.53$0.28$7.25$7.63$7.29$0.34
2021Detailed filing. Detailed filing data is available for this year.$7.40$0.49$6.91$7.24$6.87$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.76$0.22$6.54$7.61$5.92$1.69
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.25$4.86$7.08$6.15$0.93
2018Detailed filing. Detailed filing data is available for this year.$4.68$0.76$3.92$6.59$4.79$1.80
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.76$2.13$6.21$5.34$0.87
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.32$1.25$5.48$5.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$4.69$4.37$0.33
2014Summary only. Only limited summary data is available for this year.$0.92$0.01$0.92$4.56$4.75$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$4.25$3.93$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$4.07
2011Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$3.49$3.91$0.42