Civic Intelligence

American Postal Workers Union

990EZ • Fiscal year 2022 • EIN 81-0330821

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

PO Box 30512Billings, MT 59107

(406) 561-7609

Siviq Scores

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

Liabilities / Assets

87th percentile

0.08x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.04x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$8,147

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

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

Asset Growth

6th percentile

-37%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

57th percentile

3.4%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Down

$32,899

Down $19,297 (-37%) from 2021

Net Assets

Down

$30,391

Down $20,360 (-40%) from 2021

Liabilities

Up

$2,508

Up $1,063 (+74%) from 2021

Revenue

Up

$68,560

Up $2,236 (+3.4%) from 2021

Expenses

Up

$88,920

Up $40,027 (+82%) from 2021

Net Income

Down

-$20,360

Down $37,791 (-217%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $43,427Liabilities 2011: $2,859Net Assets 2011: $40,5682011Assets 2012: $55,330Liabilities 2012: $1,838Net Assets 2012: $53,4922012Assets 2013: $70,523Liabilities 2013: $1,925Net Assets 2013: $68,5982013Assets 2014: $80,948Liabilities 2014: $2,511Net Assets 2014: $78,4372014Assets 2015: $81,604Liabilities 2015: $2,292Net Assets 2015: $79,3122015Assets 2016: $53,743Liabilities 2016: $2,186Net Assets 2016: $51,5572016Assets 2017: $50,657Liabilities 2017: $1,931Net Assets 2017: $48,7262017Assets 2018: $19,328Liabilities 2018: $2,063Net Assets 2018: $17,2652018Assets 2019: $19,736Liabilities 2019: $2,252Net Assets 2019: $17,4842019Assets 2020: $35,329Liabilities 2020: $2,009Net Assets 2020: $33,3202020Assets 2021: $52,196Liabilities 2021: $1,445Net Assets 2021: $50,7512021Assets 2022: $32,899Liabilities 2022: $2,508Net Assets 2022: $30,3912022Assets 2023: $36,026Liabilities 2023: $2,4432023

Highlighted filing

2022

Assets$32,899
Liabilities$2,508
Net Assets$30,391

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $65,432Expenses 2011: $70,673Net Income 2011: -$5,2412011Revenue 2012: $63,861Expenses 2012: $50,937Net Income 2012: $12,9242012Revenue 2013: $58,070Expenses 2013: $42,964Net Income 2013: $15,1062013Revenue 2014: $56,901Expenses 2014: $47,062Net Income 2014: $9,8392014Revenue 2015: $60,327Expenses 2015: $59,452Net Income 2015: $8752015Revenue 2016: $63,974Expenses 2016: $91,729Net Income 2016: -$27,7552016Revenue 2017: $62,998Expenses 2017: $65,829Net Income 2017: -$2,8312017Revenue 2018: $63,998Expenses 2018: $95,459Net Income 2018: -$31,4612018Revenue 2019: $61,612Expenses 2019: $61,393Net Income 2019: $2192019Revenue 2020: $62,934Expenses 2020: $47,098Net Income 2020: $15,8362020Revenue 2021: $66,324Expenses 2021: $48,893Net Income 2021: $17,4312021Revenue 2022: $68,560Expenses 2022: $88,920Net Income 2022: -$20,3602022Revenue 2023: $74,357Expenses 2023: $71,165Net Income 2023: $3,1922023

Highlighted filing

2022

Revenue$68,560
Expenses$88,920
Net Income-$20,360
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$68,560
Mission and Program Overview

Mission

Providing benefits and support for local postal workers

Program Services

DescriptionGrantsExpenses
PROVIDING BENEFITS AND SUPPORT FOR LOCAL POSTAL WORKERS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMIE MARQUEZTreasurer/Clerk Craft Dire-$8,147-$8,147
CHRIS FOOSPresident-$5,704-$5,704
THERESA ANGELETTIMaintenance Craft Director-$3,694-$3,694
LYNNE BOWIE-ELLISVice-President-$2,749-$2,749
BRENDAN MARTELLSecretary-$2,091-$2,091
Filing and Contact Details

Filer

Filer Name
American Postal Workers Union
EIN
81-0330821
Phone
4065617609
Address
PO BOX 30512, BILLINGS, MT 59107

Signing Officer

Name
Tammie Marquez
Title
Treasurer
Phone
4065617609
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Summers Mcnea & Co Pc
Address
15 AVANTA WAY SUITE 1, BILLINGS, MT 59102
Preparer
Tim C Seymour
Phone
4066522320
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 5.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: t-shirt sales. Amount: 300. Description: other income & refunds. Amount: 1,599. Total to form 990-ez, line 8: 1,899.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 843. Description: bank charges. Amount: 120. Description: computer & internet expenses. Amount: 1,295. Description: conventions & seminars. Amount: 3,558. Description: office expenses. Amount: 1,737. Description: training. Amount: 350. Description: travel. Amount: 16,712. Total to form 990-ez, line 16: 24,615.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 5. End of year amount: 5.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 1,392. End of year amount: 658. Description: credit card payable. Beg. Of year amount: 53. End of year amount: 1,850.

Raw XML Appendix136 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt06966
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TAMMIE MARQUEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum04065617609
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 30512
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BILLINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052191
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032894
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20360
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03842
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052196
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032899
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04675
IRS990EZ/GrossReceiptsAmt068560
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt066656
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050751
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030391
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050751
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030391
IRS990EZ/OccupancyRentUtltsAndMaintAmt01945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt08147
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12091
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25704
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32749
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43694
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAMMIE MARQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDAN MARTELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS FOOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNNE BOWIE-ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THERESA ANGELETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER/CLERK CRAFT DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MAINTENANCE CRAFT DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt024615
IRS990EZ/OtherRevenueTotalAmt01899
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING BENEFITS AND SUPPORT FOR LOCAL POSTAL WORKERS
IRS990EZ/PrintingPublicationsPostageAmt0687
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING BENEFITS AND SUPPORT FOR LOCAL POSTAL WORKERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt046190
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01445
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02508
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt088920
IRS990EZ/TotalRevenueAmt068560
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: T-SHIRT SALES. AMOUNT: 300. DESCRIPTION: OTHER INCOME & REFUNDS. AMOUNT: 1,599. TOTAL TO FORM 990-EZ, LINE 8: 1,899.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 843. DESCRIPTION: BANK CHARGES. AMOUNT: 120. DESCRIPTION: COMPUTER & INTERNET EXPENSES. AMOUNT: 1,295. DESCRIPTION: CONVENTIONS & SEMINARS. AMOUNT: 3,558. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,737. DESCRIPTION: TRAINING. AMOUNT: 350. DESCRIPTION: TRAVEL. AMOUNT: 16,712. TOTAL TO FORM 990-EZ, LINE 16: 24,615.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 5. END OF YEAR AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 1,392. END OF YEAR AMOUNT: 658. DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 53. END OF YEAR AMOUNT: 1,850.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMIE MARQUEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04065617609
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN POSTAL WORKERS UNION
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0810330821
ReturnHeader/Filer/PhoneNum04065617609
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30512
ReturnHeader/Filer/USAddress/CityNm0BILLINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810386935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUMMERS MCNEA & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 AVANTA WAY SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BILLINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059102
ReturnHeader/PreparerPersonGrp/PhoneNum04066522320
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM C SEYMOUR
ReturnHeader/ReturnTs02023-05-17T16:18:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARQUEZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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.$36.0$2.44$74.4$71.2$3.19
2022Detailed filing. Detailed filing data is available for this year.$32.9$2.51$30.4$68.6$88.9$20.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$1.45$50.8$66.3$48.9$17.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.3$2.01$33.3$62.9$47.1$15.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$2.25$17.5$61.6$61.4$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$2.06$17.3$64.0$95.5$31.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.7$1.93$48.7$63.0$65.8$2.83
2016Detailed filing. Detailed filing data is available for this year.$53.7$2.19$51.6$64.0$91.7$27.8
2015Detailed filing. Detailed filing data is available for this year.$81.6$2.29$79.3$60.3$59.5$0.88
2014Detailed filing. Detailed filing data is available for this year.$80.9$2.51$78.4$56.9$47.1$9.84
2013Detailed filing. Detailed filing data is available for this year.$70.5$1.93$68.6$58.1$43.0$15.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$1.84$53.5$63.9$50.9$12.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$2.86$40.6$65.4$70.7$5.24