Civic Intelligence

Iron Workers Regional Shop Local Union 854

EIN 84-4645627 • 501(c)5 • Fredericksburg, VA

Profile

Representing iron worker for the improvement of working conditions and benefits through collective bargaining on their behalf

513 Prince Edward StFredericksburg, VA 22401

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

32nd percentile

-4.8%

Higher net margin than 32% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

32nd percentile

-5.2%

Faster asset growth than 32% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-14%

Faster revenue growth than 21% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$161,396

Down $8,890 (-5.2%) from 2024

Liabilities

Down

$1,010

Down $2,265 (-69%) from 2024

Net Assets

$160,386

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue69th percentileNet Margin32nd percentile

Revenue

Down

$137,813

Down $22,198 (-14%) from 2024

Expenses

Up

$144,438

Up $50,488 (+54%) from 2024

Net Income

Down

-$6,625

Down $72,686 (-110%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$200K$150K$100K$50K$0Assets 2020: $26,385Liabilities 2020: $2772020Assets 2021: $42,739Liabilities 2021: $02021Assets 2022: $87,908Liabilities 2022: $02022Assets 2023: $106,449Liabilities 2023: $5,4992023Assets 2024: $170,286Liabilities 2024: $3,2752024Assets 2025: $161,396Liabilities 2025: $1,010Net Assets 2025: $160,3862025

Highlighted filing

2025

Assets$161,396
Liabilities$1,010
Net Assets$160,386
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $3,716Expenses 2020: $4,923Net Income 2020: -$1,2072020Revenue 2021: $84,842Expenses 2021: $68,211Net Income 2021: $16,6312021Revenue 2022: $114,892Expenses 2022: $69,723Net Income 2022: $45,1692022Revenue 2023: $128,999Expenses 2023: $115,957Net Income 2023: $13,0422023Revenue 2024: $160,011Expenses 2024: $93,950Net Income 2024: $66,0612024Revenue 2025: $137,813Expenses 2025: $144,438Net Income 2025: -$6,6252025

Highlighted filing

2025

Revenue$137,813
Expenses$144,438
Net Income-$6,625
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,396
Liabilities
$1,010
Net assets
$160,386
Revenue
$137,813
Expenses
$144,438
Net income
-$6,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.60$1.38$1.44$0.07
2024Summary only. Only limited summary data is available for this year.$1.70$0.03$1.60$0.94$0.66
2023Summary only. Only limited summary data is available for this year.$1.06$0.05$1.29$1.16$0.13
2022Summary only. Only limited summary data is available for this year.$0.88$0.00$1.15$0.70$0.45
2021Summary only. Only limited summary data is available for this year.$0.43$0.00$0.85$0.68$0.17
2020Summary only. Only limited summary data is available for this year.$0.26$0.00$0.04$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 26, 2025
Return Version
2024v5.2
Gross Receipts
$137,813
Mission and Program Overview

Mission

Representing iron worker for the improvement of working conditions and benefits through collective bargaining on their behalf

Program Services

DescriptionGrantsExpenses
REPRESENTING IRON WORKERS FOR THE IMPROVEMENT OF WORKINGCONDITIONS AND BENEFITS ON THEIR BEHALF--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENDALL MARTINAdministrator-$0--
Filing and Contact Details

Filer

Filer Name
Iron Workers Regional Shop Local Union 854
EIN
84-4645627
Phone
2027024848
Address
513 PRINCE EDWARD ST, FREDERICKSBURG, VA 22401

Signing Officer

Name
Kendall Martin
Title
Administrator
Phone
2027024848
Signed
2025-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Diane Hagelstein CPA
Address
1349 ELECTRIC CT, VIRGINIA BEACH, VA 23451
Preparer
Diane Hagelstein CPA
Phone
7573482480
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Transfer from affiliates 147.”

Form 990EZ, Part I, Line 8

“VENDOR REFUND 30.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 291.”

Form 990EZ, Part I, Line 16

“CONTIBUTIES 500.”

Form 990EZ, Part I, Line 16

“PRINTING COSTS 1103.”

Form 990EZ, Part I, Line 16

“NEGOTIATION COSTS 501.”

Form 990EZ, Part I, Line 16

“PER CAPITA 104330.”

Form 990EZ, Part I, Line 16

“Per capita - affiliates 23479.”

Form 990EZ, Part I, Line 16

“SUBSCRIPTIONS 2111.”

Form 990EZ, Part I, Line 16

“Transfers to affiliate 419.”

Form 990EZ, Part I, Line 16

“TRAINING COSTS 799.”

Form 990EZ, Part I, Line 16

“Advertising & promotion 4939.”

Form 990EZ, Part II, Line 26

“Local dues payable 3275. 1010.”

Raw XML Appendix121 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KENDALL MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum02027024848
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0513 PRINCE EDWARD ST SUITE 224
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FREDERICKSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0170286
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161396
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6625
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05966
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0170286
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161396
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0137813
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0137636
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0167011
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0160386
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0167011
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0160386
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENDALL MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMINISTRATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0138472
IRS990EZ/OtherRevenueTotalAmt0177
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENTING IRON WORKER FOR THE IMPROVEMENT OF WORKING CONDITIONS AND BENEFITS THROUGH COLLECTIVE BARGAINING ON THEIR BEHALF
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENTING IRON WORKERS FOR THE IMPROVEMENT OF WORKINGCONDITIONS AND BENEFITS ON THEIR BEHALF
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03275
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01010
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0144438
IRS990EZ/TotalRevenueAmt0137813
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRANSFER FROM AFFILIATES 147.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VENDOR REFUND 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES 291.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTIBUTIES 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRINTING COSTS 1103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEGOTIATION COSTS 501.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PER CAPITA 104330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PER CAPITA - AFFILIATES 23479.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUBSCRIPTIONS 2111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRANSFERS TO AFFILIATE 419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TRAINING COSTS 799.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ADVERTISING & PROMOTION 4939.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LOCAL DUES PAYABLE 3275. 1010.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDALL MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02027024848
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS REGIONAL SHOP LOCAL UNION 854
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0844645627
ReturnHeader/Filer/PhoneNum02027024848
ReturnHeader/Filer/USAddress/AddressLine1Txt0513 PRINCE EDWARD ST
ReturnHeader/Filer/USAddress/CityNm0FREDERICKSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262904107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIANE HAGELSTEIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01349 ELECTRIC CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023451
ReturnHeader/PreparerPersonGrp/PhoneNum07573482480
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE HAGELSTEIN CPA
ReturnHeader/ReturnTs02025-09-26T06:20:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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