Civic Intelligence

American Federation of State County & Municipal Employees

990 • Fiscal year 2023 • EIN 87-3928229

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 28, 2024

Organization ProfileN/A
1606 Walnut StreetPhiladelphia, PA 19103-5422

(215) 554-0086

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

99th percentile

80%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

97th percentile

78%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-78%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$101,449

Up $44,554 (+78%) from 2022

Net Assets

Up

$101,449

Up $44,554 (+78%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin99th percentile

Revenue

Down

$55,407

Down $193,817 (-78%) from 2022

Expenses

Down

$10,853

Down $181,476 (-94%) from 2022

Net Income

Down

$44,554

Down $12,341 (-22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$200K$150K$100K$50K$0Assets 2022: $56,895Liabilities 2022: $0Net Assets 2022: $56,8952022Assets 2023: $101,449Liabilities 2023: $0Net Assets 2023: $101,4492023Assets 2024: $179,641Liabilities 2024: $0Net Assets 2024: $179,6412024

Highlighted filing

2023

Assets$101,449
Liabilities$0
Net Assets$101,449
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$300K$200K$100K$0Revenue 2022: $249,224Expenses 2022: $192,329Net Income 2022: $56,8952022Revenue 2023: $55,407Expenses 2023: $10,853Net Income 2023: $44,5542023Revenue 2024: $95,779Expenses 2024: $17,587Net Income 2024: $78,1922024

Highlighted filing

2023

Revenue$55,407
Expenses$10,853
Net Income$44,554
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 28, 2024
Return Version
2023v5.0
Gross Receipts
$55,407
Mission and Program Overview

Mission

To organize workers and to secure improved wages, benefits and working conditions through collective bargaining.

To organize employees and to seek improved wages, benefits and working conditions through collective bargaining.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$56,895$101,449▲ $44,554
Total Assets$56,895$101,449▲ $44,554
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$56,895$101,449▲ $44,554
Total Net Assets Fund Balance$56,895$101,449▲ $44,554
Total Liabilities and Net Assets / Fund Balance$56,895$101,449▲ $44,554
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Halcyone SchillerPresident
Amanda BockVice President
Jenna StaffieriExec Board
Matthew CarrieriExec Board
Adam MazeikaRecording Secretary
Wynne KettellSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$55,407
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$44,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,853
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$3,788--$3,788
Conferences and Meetings$2,931--$2,931
Insurance$1,802--$1,802
Travel$1,087--$1,087
Fees for Services Accounting$1,000--$1,000
Other Expenses$245--$245
Total Functional Expenses$10,853$0$0$10,853
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 A, Line 6

“The local unions have members who are entitled to vote at membership meetings.”

Form 990, Part VI, Section A, Line 7A

“The members of the local unions elect union officers”

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

“A copy of form 990 is reviewed by the executive board members prior to its signature and filing”

Form 990, Part VI, Section C, Line 18

“Copies of the annual reports are available upon request”

Form 990, Part VI, Section C, Line 19

“Copies of governing documents are available for inspection at the union office upon request”

Filing and Contact Details

Filer

Filer Name
Local 397
EIN
87-3928229
Phone
2155540086
Address
1606 WALNUT STREET, PHILADELPHIA, PA 19103-5422

Signing Officer

Name
Halcyone Schiller
Title
President
Phone
2158933733
Signed
2024-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Halcyone Schiller
Formed
2021
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Alan Ross & Company Pc
Address
10 HEARTHSTONE CT, READING, PA 19606-3054
Preparer
Alan D Ross CPA
Phone
6107799555
Raw XML Appendix285 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/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXEC BOARD
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LOCAL UNIONS HAVE MEMBERS WHO ARE ENTITLED TO VOTE AT MEMBERSHIP MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE LOCAL UNIONS ELECT UNION OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS REVIEWED BY THE EXECUTIVE BOARD MEMBERS PRIOR TO ITS SIGNATURE AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE ANNUAL REPORTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES OF GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE UNION OFFICE UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HALCYONE SCHILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02158933733
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-28
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ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0873928229
ReturnHeader/Filer/PhoneNum02155540086
ReturnHeader/Filer/USAddress/AddressLine1Txt01606 WALNUT STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191035422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205367494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALAN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 HEARTHSTONE CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0196063054
ReturnHeader/PreparerPersonGrp/PhoneNum06107799555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN D ROSS CPA
ReturnHeader/ReturnTs02024-03-30T07:41:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HALCYONE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHILLER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,449
Liabilities
$0
Net assets
$101,449
Revenue
$55,407
Expenses
$10,853
Net income
$44,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.96$0.18$0.78
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.55$0.11$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$2.49$1.92$0.57