Civic Intelligence

Transport Workers Union of America

990 • Fiscal year 2024 • EIN 86-2676012

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 15, 2025

Organization Profile
1633 Oakdale AvenueSan Francisco, CA 94124

(845) 797-4234

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$201,375

Down $23,046 (-10%) from 2023

Net Assets

Down

$201,375

Down $23,046 (-10%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$270,170

Up $121,203 (+81%) from 2023

Expenses

Up

$293,215

Up $224,957 (+330%) from 2023

Net Income

Down

-$23,045

Down $103,754 (-129%) from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2022: $143,712Net Assets 2022: $143,7122022Assets 2023: $224,421Net Assets 2023: $224,4212023Assets 2024: $201,375Liabilities 2024: $0Net Assets 2024: $201,3752024Assets 2024: $221,912Liabilities 2024: $808Net Assets 2024: $221,1042024

Highlighted filing

2024

Assets$201,375
Liabilities$0
Net Assets$201,375
Open 2024 Filing

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2022: $122,466Expenses 2022: $51,795Net Income 2022: $70,6712022Revenue 2023: $148,967Expenses 2023: $68,258Net Income 2023: $80,7092023Revenue 2024: $270,170Expenses 2024: $293,215Net Income 2024: -$23,0452024Revenue 2024: $210,303Expenses 2024: $172,638Net Income 2024: $37,6652024

Highlighted filing

2024

Revenue$270,170
Expenses$293,215
Net Income-$23,045
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$270,170
Mission and Program Overview

Mission

Employee labor relations and representations

Representation of members in labor relations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$224,420$201,375▼ $23,045
Savings and Temporary Cash Investments-$103,828-
Cash and Non-Interest-Bearing Accounts$223,786$97,125▼ $126,661
Land, Buildings, and Equipment, Net$634$422▼ $212
Total Assets$224,420$201,375▼ $23,045
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$224,420$201,375▼ $23,045
Total Liabilities and Net Assets / Fund Balance$224,420$201,375▼ $23,045

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$422$636$1,058
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stanley JonesSecretary TreasurerPT$9,000$9,000
Anthony FarrarVice presidentPT$6,000$6,000
Edwin AlvesPresidentPT$3,750$3,750
Revenue and Support

Revenue Composition

Contributions and Grants
$266,341
Program Service Revenue
$0
Investment Income
$3,829
Other Revenue
$0
Change in Net Assets
$-23,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,614
Salaries, Compensation, and Employee Benefits$40,601
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$142,309
Fees for Services Legal---$62,765
Travel---$29,908
Current Officers, Directors, Trustees, and Key Employees---$18,750
Other Salaries and Wages---$16,382
Office Expenses---$7,152
Payroll Taxes---$5,469
Fees for Services Accounting---$4,645
Insurance---$1,053
Depreciation Depletion---$212
Other Expenses---$45
Total Functional Expenses$0$0$0$293,215
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

“Copy of 990 available”

Filing and Contact Details

Filer

Filer Name
TWU Local 320
EIN
86-2676012
Phone
8457974234
Address
1633 Oakdale Avenue, San Francisco, CA 94124

Signing Officer

Name
Stanley Jones
Title
Secretary Treadurer
Phone
8457974234
Signed
2025-01-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Stanley Jones
Formed
2020
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
7

Preparer

Firm
Tony Winspear CPA
Address
828 San Pablo Ave 204, Albany, CA 94706
Preparer
Anthony D Winspear
Phone
5105581040
Raw XML Appendix262 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23750
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0270170
IRS990/GroupExemptionNum00694
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt01053
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03829
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt0266341
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Representation of members in labor relations
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt0224420
IRS990/NetAssetsOrFundBalancesEOYAmt0201375
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt07152
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Arbitration
IRS990/OtherExpensesGrp/Desc1Cell phone
IRS990/OtherExpensesGrp/Desc2Committe stipends
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IRS990/OtherExpensesGrp/TotalAmt11125
IRS990/OtherExpensesGrp/TotalAmt22000
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt05469
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0148967
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt039258
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IRS990/PYSalariesCompEmpBnftPaidAmt029000
IRS990/PYTotalExpensesAmt068258
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0224420
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0422
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IRS990/SchoolOperatingInd0false
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/Filer/EIN0862676012
ReturnHeader/Filer/PhoneNum08457974234
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-15T03:20:51-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,375
Liabilities
$0
Net assets
$201,375
Revenue
$270,170
Expenses
$293,215
Net income
-$23,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$2.10$1.73$0.38
2024Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$2.70$2.93$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.24$2.24$1.49$0.68$0.81
2022Detailed filing. Detailed filing data is available for this year.$1.44$1.44$1.22$0.52$0.71