Civic Intelligence

Office & Professional Employees

990 • Fiscal year 2018 • EIN 91-0344245

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 08, 2019

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

50th percentile

5.4%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

78th percentile

$172,548

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

30%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

2.8%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,053,363

Up $245,929 (+30%) from 2017

Net Assets

Up

$1,051,444

Up $245,957 (+31%) from 2017

Liabilities

Down

$1,919

Down $28 (-1.4%) from 2017

Revenue

Up

$4,582,561

Up $125,300 (+2.8%) from 2017

Expenses

Up

$4,336,604

Up $67,334 (+1.6%) from 2017

Net Income

Up

$245,957

Up $57,966 (+31%) from 2017

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

2018

Assets$1,053,363
Liabilities$1,919
Net Assets$1,051,444

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

2018

Revenue$4,582,561
Expenses$4,336,604
Net Income$245,957
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 8, 2019
Return Version
2018v3.1
Gross Receipts
$4,582,561
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
Cash and Non-Interest-Bearing Accounts$460,360$656,820▲ $196,460
Savings and Temporary Cash Investments$305,058$355,235▲ $50,177
Investments in Publicly Traded Securities$32,445$33,218▲ $773
Land, Buildings, and Equipment, Net$9,071$7,590▼ $1,481
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$807,434$1,053,363▲ $245,929
Other Assets Total$500$500→ $0
Liabilities
Other Liabilities$1,947$1,919▼ $28
Total Liabilities$1,947$1,919▼ $28
Net Assets / Fund Balance
Unrestricted Net Assets$805,487$1,051,444▲ $245,957
Total Net Assets Fund Balance$805,487$1,051,444▲ $245,957
Total Liabilities and Net Assets / Fund Balance$807,434$1,053,363▲ $245,929

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,185$109,586$116,771
Leasehold Improvements$405$23,251$23,656
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne ModeBusiness ManagerFT$115,415$57,133$172,548
Mary MaloyUnion RepFT$106,414$42,340$148,754
Valarie PeaphonUnion RepFT$103,046$43,874$146,920
Leslie LiddleUnion RepFT$103,607$42,223$145,830
Shelby MooneyUnion RepFT$101,143$43,728$144,871
Cindy SchuSecretary-TreasPT$3,048$1,224$4,272

Board Members and Trustees

NameTitle
Kellie McGuirePresident
John AdamsVice President
Ana EscobarExecutive Board
Anthony ForteExecutive Board
Barb BrennanExecutive Board
Crystal HelselExecutive Board
David OliveraExecutive Board
Fred HutchinsExecutive Board
Karen WhiteExecutive Board
Paul BenderExecutive Board
Rick NesbittExecutive Board
Robin SullivanExecutive Board
Sara Jimenez-OrozcoExecutive Board
Shannon SalinasExecutive Board
Sue O'ConnorExecutive Board
Tara McIntoshExecutive Board
Tara PowellExecutive Board
Tesia RolandExecutive Board
David EvansTrustee
Janette AbbergerTrustee
Lois JamiesonTrustee
Richard CoxTrustee
Rosalinda AguirreRecord Secre

Highest Paid Contractors

ContractorServicesLocationCompensation
Robblee Detwiler & Black PLLPLegal services2101 Fourth Ave Suite 1000, Seattle, WA 98121$232,769
Revenue and Support

Revenue Composition

Contributions and Grants
$23,359
Program Service Revenue
$4,553,596
Investment Income
$1,528
Other Revenue
$4,078
Change in Net Assets
$245,957

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,582,561
Total Revenue per Audited Statements
$4,582,561
Total Revenue per Form 990
$4,582,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,291,769
Other Expenses$2,006,712
Grants and Similar Amounts Paid$26,369
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,473,443
Payments to Affiliates---$1,212,945
Pension Plan Contributions---$364,819
Other Employee Benefits---$324,004
Fees for Services Legal---$240,857
Payroll Taxes---$125,231
Conferences and Meetings---$91,248
Office Expenses---$79,441
Travel---$75,641
Occupancy---$69,358
Grants to Domestic Orgs---$26,369
All Other Expenses---$23,563
Insurance---$20,385
Other Expenses---$15,394
Fees for Services Accounting---$14,680
Benefits to Members---$11,754
Current Officers, Directors, Trustees, and Key Employees---$4,272
Depreciation Depletion---$2,990
Total Functional Expenses$0$0$0$4,336,604

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,336,604
Total Expenses per Audited Statements$4,336,604
Total Expenses per Form 990$4,336,604
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$16,031
Section 527 Activity Spending$15,979
Total Exempt Function Spending$15,979

Section 527 Organizations

OrganizationLocationAmount
-New York, NY$3,779
-University Place, WA$1,000
-Longview, WA$1,000
-Seattle, WA$1,000
-Bellevue, WA$1,000
-Shoreline, WA$600
-Puyallup, WA$500
-Covington, WA$500
-White Salmon, WA$500
-Pullman, WA$500
-Issaquah, WA$400
-Port Orchard, WA$350
-Lakewood, WA$350
-Adna, WA$350
-Vancouver, WA$300
-Spokane, WA$300
-Ephrata, WA$300
-Gig Harbor, WA$300
-Seattle, WA$250
-Mill Creek, WA$250
-Kent, WA$250
-Pasco, WA$250
-Vancouver, WA$250
-University Place, WA$250
-Spokane, WA$250
-Tacoma, WA$250
-Seattle, WA$250
-Pasco, WA$250
-Seattle, WA$250
-Marysville, WA$200
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholding Payable$1,919
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
2019-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Schu
Formed
1945
Legal Domicile
Wa
Voting Board Members
24
Independent Board Members
23
Employees
21

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, 2018, 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, 2018.

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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/PersonNm0Cindy Schu
IRS990/Form990PartVIISectionAGrp/PersonNm1Kellie McGuire
IRS990/Form990PartVIISectionAGrp/PersonNm2Shannon Salinas
IRS990/Form990PartVIISectionAGrp/PersonNm3Janette Abberger
IRS990/Form990PartVIISectionAGrp/PersonNm4Lois Jamieson
IRS990/Form990PartVIISectionAGrp/PersonNm5Tara McIntosh
IRS990/Form990PartVIISectionAGrp/PersonNm6Richard Cox
IRS990/Form990PartVIISectionAGrp/PersonNm7Barb Brennan
IRS990/Form990PartVIISectionAGrp/PersonNm8John Adams
IRS990/Form990PartVIISectionAGrp/PersonNm9Anthony Forte
IRS990/Form990PartVIISectionAGrp/PersonNm10Ana Escobar
IRS990/Form990PartVIISectionAGrp/PersonNm11David Evans
IRS990/Form990PartVIISectionAGrp/PersonNm12David Olivera
IRS990/Form990PartVIISectionAGrp/PersonNm13Rosalinda Aguirre
IRS990/Form990PartVIISectionAGrp/PersonNm14Robin Sullivan
IRS990/Form990PartVIISectionAGrp/PersonNm15Sara Jimenez-Orozco
IRS990/Form990PartVIISectionAGrp/PersonNm16Karen White
IRS990/Form990PartVIISectionAGrp/PersonNm17Rick Nesbitt
IRS990/Form990PartVIISectionAGrp/PersonNm18Tara Powell
IRS990/Form990PartVIISectionAGrp/PersonNm19Paul Bender
IRS990/Form990PartVIISectionAGrp/PersonNm20Fred Hutchins
IRS990/Form990PartVIISectionAGrp/PersonNm21Crystal Helsel
IRS990/Form990PartVIISectionAGrp/PersonNm22Sue O'Connor
IRS990/Form990PartVIISectionAGrp/PersonNm23Tesia Roland
IRS990/Form990PartVIISectionAGrp/PersonNm24Suzanne Mode
IRS990/Form990PartVIISectionAGrp/PersonNm25Mary Maloy
IRS990/Form990PartVIISectionAGrp/PersonNm26Shelby Mooney
IRS990/Form990PartVIISectionAGrp/PersonNm27Leslie Liddle
IRS990/Form990PartVIISectionAGrp/PersonNm28Valarie Peaphon
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary-Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt13Record Secre
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt18Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt21Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt22Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt23Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt24Business Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt25Union Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt26Union Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt27Union Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt28Union Rep
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IncludeFIN48FootnoteInd0true
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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NondeductibleContriDisclInd0true
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IRS990/OfficeExpensesGrp/TotalAmt079441
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0500
IRS990/OtherAssetsTotalGrp/EOYAmt0500
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0324004
IRS990/OtherExpensesGrp/Desc0Education
IRS990/OtherExpensesGrp/Desc1Dues pass-through pmts
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Refund of dues and fees

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