Civic Intelligence

Office & Professional Employees

990 • Fiscal year 2016 • EIN 91-0344245

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 18, 2017

2800 First Avenue Room 304Seattle, WA 98121

(206) 441-8880

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.00x

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

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Net Margin

43rd percentile

3.1%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$151,990

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2016

Asset Growth

88th percentile

26%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

15%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$617,496

Up $126,853 (+26%) from 2015

Net Assets

Up

$617,496

Up $126,853 (+26%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$4,099,722

Up $538,450 (+15%) from 2015

Expenses

Up

$3,972,869

Up $425,250 (+12%) from 2015

Net Income

Up

$126,853

Up $113,200 (+829%) from 2015

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $320,547Liabilities 2010: $0Net Assets 2010: $320,5472010Assets 2011: $511,311Liabilities 2011: $0Net Assets 2011: $511,3112011Assets 2012: $512,489Liabilities 2012: $0Net Assets 2012: $512,4892012Assets 2013: $524,302Liabilities 2013: $0Net Assets 2013: $524,3022013Assets 2014: $457,284Liabilities 2014: $0Net Assets 2014: $457,2842014Assets 2015: $490,643Liabilities 2015: $0Net Assets 2015: $490,6432015Assets 2016: $617,496Liabilities 2016: $0Net Assets 2016: $617,4962016Assets 2017: $807,434Liabilities 2017: $1,947Net Assets 2017: $805,4872017Assets 2018: $1,053,363Liabilities 2018: $1,919Net Assets 2018: $1,051,4442018Assets 2019: $1,470,393Liabilities 2019: $3,559Net Assets 2019: $1,466,8342019Assets 2020: $1,671,985Liabilities 2020: $3,695Net Assets 2020: $1,668,2902020Assets 2021: $2,297,205Liabilities 2021: $7,447Net Assets 2021: $2,289,7582021Assets 2022: $2,691,790Liabilities 2022: $7,062Net Assets 2022: $2,684,7282022Assets 2023: $2,989,633Liabilities 2023: $2,179Net Assets 2023: $2,987,4542023Assets 2024: $3,303,453Liabilities 2024: $4,299Net Assets 2024: $3,299,1542024

Highlighted filing

2016

Assets$617,496
Liabilities$0
Net Assets$617,496

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,560,2412010Expenses 2011: $2,593,3732011Expenses 2012: $2,888,0922012Revenue 2013: $2,913,734Expenses 2013: $2,901,921Net Income 2013: $11,8132013Revenue 2014: $3,011,736Expenses 2014: $3,078,754Net Income 2014: -$67,0182014Revenue 2015: $3,561,272Expenses 2015: $3,547,619Net Income 2015: $13,6532015Revenue 2016: $4,099,722Expenses 2016: $3,972,869Net Income 2016: $126,8532016Revenue 2017: $4,457,261Expenses 2017: $4,269,270Net Income 2017: $187,9912017Revenue 2018: $4,582,561Expenses 2018: $4,336,604Net Income 2018: $245,9572018Revenue 2019: $5,138,462Expenses 2019: $4,723,072Net Income 2019: $415,3902019Revenue 2020: $5,199,286Expenses 2020: $4,990,402Net Income 2020: $208,8842020Revenue 2021: $5,546,628Expenses 2021: $4,925,160Net Income 2021: $621,4682021Revenue 2022: $5,767,496Expenses 2022: $5,372,526Net Income 2022: $394,9702022Revenue 2023: $6,415,376Expenses 2023: $6,112,650Net Income 2023: $302,7262023Revenue 2024: $6,786,992Expenses 2024: $6,475,292Net Income 2024: $311,7002024

Highlighted filing

2016

Revenue$4,099,722
Expenses$3,972,869
Net Income$126,853
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 18, 2017
Return Version
2016v3.0
Gross Receipts
$4,099,722
Mission and Program Overview

Mission

To organize all unorganized professional, technical, office, clerical and health care employees, to secure terms of employment for its members, secure fair wages, and good working conditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$304,753$304,905▲ $152
Cash and Non-Interest-Bearing Accounts$148,124$270,094▲ $121,970
Investments in Publicly Traded Securities$30,919$31,751▲ $832
Land, Buildings, and Equipment, Net$6,347$10,246▲ $3,899
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$490,643$617,496▲ $126,853
Other Assets Total$500$500→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$490,643$617,496▲ $126,853
Total Net Assets Fund Balance$490,643$617,496▲ $126,853
Total Liabilities and Net Assets / Fund Balance$490,643$617,496▲ $126,853

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,246$104,318$114,564
Leasehold Improvements-$23,150$23,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne ModeBusiness ManagerFT$97,998$53,992$151,990
Cindy SchuSecretary-TreasFT$100,944$39,272$140,216
Phedra QuinceyExecutive Board-$2,597-$2,597
Rosalinda AguirreRecord Secre-$2,121-$2,121
Tara McIntoshExecutive Board-$1,821-$1,821
Audrey GundersonExecutive Board-$1,661-$1,661
John AdamsExecutive Board-$1,421-$1,421
Lisa JonesExecutive Board-$1,370-$1,370
Janice HerreraExecutive Board-$1,335-$1,335
Nallely FloresExecutive Board-$1,250-$1,250
John O'KeefeExecutive Board-$1,208-$1,208
Anthony ForteExecutive Board-$862-$862
Robin SullivanExecutive Board-$798-$798
Sue LaguanaExecutive Board-$757-$757
Crystal HelselExecutive Board-$703-$703
Shannon SalinasExecutive Board-$654-$654
David OliveraExecutive Board-$626-$626

Board Members and Trustees

NameTitle
Kellie McGuirePresident
Katherine ScottVice President
Barb BrennanExecutive Board
Doris TuckerExecutive Board
Fred HutchinsExecutive Board
Janet HaysExecutive Board
Janette AbbergerExecutive Board
Karen WhiteExecutive Board
Ruthie CuthrellExecutive Board
Sara Jimenez-OrozcoExecutive Board
Sue O'ConnorExecutive Board
Tesia RolandExecutive Board
Valancy BlackwellPast Exec Board
Carol RozumalskiPast Trustee
Joan WeissTrustee
Lois JamiesonTrustee
Phyllis NaiadTrustee
Richard CoxTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Robblee Detwiler & Black PLLPLegal services2101 Fourth Ave Suite 1000, Seattle, WA 98121$132,356
Revenue and Support

Revenue Composition

Contributions and Grants
$13,554
Program Service Revenue
$4,085,107
Investment Income
$1,061
Other Revenue
$0
Change in Net Assets
$126,853

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,099,722
Total Revenue per Audited Statements
$4,099,722
Total Revenue per Form 990
$4,099,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,105,864
Other Expenses$1,832,077
Grants and Similar Amounts Paid$26,985
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,248,475
Payments to Affiliates---$1,092,132
Pension Plan Contributions---$295,863
Other Employee Benefits---$285,539
Fees for Services Legal---$174,464
Current Officers, Directors, Trustees, and Key Employees---$159,400
Payroll Taxes---$116,587
Office Expenses---$84,701
Conferences and Meetings---$83,616
Travel---$69,773
Occupancy---$69,412
All Other Expenses---$49,689
Grants to Domestic Orgs---$26,985
Other Expenses---$21,233
Fees for Services Accounting---$14,295
Insurance---$8,648
Benefits to Members---$7,943
Depreciation Depletion---$3,724
Total Functional Expenses$0$0$0$3,972,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,972,869
Total Expenses per Audited Statements$3,972,869
Total Expenses per Form 990$3,972,869
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
Yes
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$19,869
Total Exempt Function Spending$19,380
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The local union has members that are employed by employers that are signatory to various collective bargaining agreements.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Officers and the executive board are nominated and elected by the membership in the general election.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Governing Board meetings are held monthly. Members meet and approve Board actions at General Membership Assemblies which are held twice a year at various locations around the state of Washington.

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft copy of form 990 is provided to the governing body for their review prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The Executive Board monitors and enforces the conflict of interest policy.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation review and approval is performed by the Executive Board and membership. Compensation is determined using a formula based on member contracts.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Conflict of interest policy available upon request. Governing documents are available on the local union's web site. Forms 990 are available on request at the offices of the local. Additional more detailed financial information is available through the department of labor web site on form lm-2 which the organization is required to file.

Filing and Contact Details

Filer

Filer Name
Office & Professional Employees
EIN
91-0344245
Phone
2064418880
Address
2800 FIRST AVENUE ROOM 304, SEATTLE, WA 98121

Signing Officer

Name
Cindy Schu
Title
Secretary-treasurer
Signed
2017-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Schu
Formed
1945
Legal Domicile
Wa
Voting Board Members
21
Independent Board Members
20
Employees
18

Preparer

Firm
Huebner Dooley & Mcginness Ps
Address
1424 NE 155TH ST STE 100, SHORELINE, WA 98155-7104
Preparer
Chris McGinness
Phone
2065228000
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Income Tax Status:Office & Professional Employees International Union Local 8 is exempt from federal income taxes under Internal Revenue Code Section 501(c)(5) and, therefore, has made no provision for federal income taxes in the accompanying financial statements. During the year ended December 31, 2016, the Local Union recorded no unrelated business income and recognized no income tax related interest or penalties.The Local Union accounts for tax positions in accordance with FASB Accounting Standards Codification Topic 740, Income Taxes. With few exceptions, the Local Union is subject to federal and state income tax examinations by tax authorities for the prior three years. Management has reviewed the Local Union's tax positions and determined there were no uncertain tax positions as of December 31, 2016.

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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/PersonNm7Ruthie Cuthrell
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IRS990/Form990PartVIISectionAGrp/PersonNm10Audrey Gunderson
IRS990/Form990PartVIISectionAGrp/PersonNm11Janet Hays
IRS990/Form990PartVIISectionAGrp/PersonNm12Phyllis Naiad
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IRS990/Form990PartVIISectionAGrp/PersonNm14David Olivera
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IRS990/Form990PartVIISectionAGrp/PersonNm16Robin Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm17Sara Jimenez-Orozco
IRS990/Form990PartVIISectionAGrp/PersonNm18Karen White
IRS990/Form990PartVIISectionAGrp/PersonNm19Richard Cox
IRS990/Form990PartVIISectionAGrp/PersonNm20Doris Tucker
IRS990/Form990PartVIISectionAGrp/PersonNm21Janice Herrera
IRS990/Form990PartVIISectionAGrp/PersonNm22Janette Abberger
IRS990/Form990PartVIISectionAGrp/PersonNm23Fred Hutchins
IRS990/Form990PartVIISectionAGrp/PersonNm24Lisa Jones
IRS990/Form990PartVIISectionAGrp/PersonNm25Crystal Helsel
IRS990/Form990PartVIISectionAGrp/PersonNm26Sue O'Connor
IRS990/Form990PartVIISectionAGrp/PersonNm27Tesia Roland
IRS990/Form990PartVIISectionAGrp/PersonNm28Shannon Salinas
IRS990/Form990PartVIISectionAGrp/PersonNm29Carol Rozumalski
IRS990/Form990PartVIISectionAGrp/PersonNm30Cindy Schu
IRS990/Form990PartVIISectionAGrp/PersonNm31Kellie McGuire
IRS990/Form990PartVIISectionAGrp/PersonNm32Katherine Scott
IRS990/Form990PartVIISectionAGrp/PersonNm33Rosalinda Aguirre
IRS990/Form990PartVIISectionAGrp/PersonNm34Suzanne Mode
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt4Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt5Past Exec Board
IRS990/Form990PartVIISectionAGrp/TitleTxt6Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt18Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt19Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt21Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt22Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt23Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt24Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt25Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt26Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt27Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt28Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt29Past Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt30Secretary-Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt31President
IRS990/Form990PartVIISectionAGrp/TitleTxt32Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt33Record Secre
IRS990/Form990PartVIISectionAGrp/TitleTxt34Business Manager
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.00$3.30$6.79$6.48$0.31
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$6.42$6.11$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.01$2.68$5.77$5.37$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.01$2.29$5.55$4.93$0.62
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$5.20$4.99$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$5.14$4.72$0.42
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$4.58$4.34$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$4.46$4.27$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$4.10$3.97$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$3.56$3.55$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$3.01$3.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$2.91$2.90$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$2.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$2.56