Civic Intelligence

Service Employees International Union

990 • Fiscal year 2013 • EIN 91-2126024

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

1914 N 34 Street No 10098103

(206) 322-3010

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

24th percentile

$113,317

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Asset Growth

43rd percentile

1.3%

Faster asset growth than 43% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

29th percentile

-0.9%

Faster revenue growth than 29% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Assets

Up

$8,267,535

Up $108,484 (+1.3%) from 2012

Net Assets

Up

$8,242,034

Up $107,374 (+1.3%) from 2012

Liabilities

Up

$25,501

Up $1,110 (+4.6%) from 2012

Revenue

Down

$9,017,268

Down $84,576 (-0.9%) from 2012

Expenses

Up

$8,753,124

Up $131,372 (+1.5%) from 2012

Net Income

Down

$264,144

Down $215,948 (-45%) from 2012

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $7,073,711Liabilities 2010: $215,466Net Assets 2010: $6,858,2452010Assets 2011: $7,678,621Liabilities 2011: $24,053Net Assets 2011: $7,654,5682011Assets 2012: $8,159,051Liabilities 2012: $24,391Net Assets 2012: $8,134,6602012Assets 2013: $8,267,535Liabilities 2013: $25,501Net Assets 2013: $8,242,0342013Assets 2014: $7,624,916Liabilities 2014: $21,014Net Assets 2014: $7,603,9022014Assets 2015: $8,228,709Liabilities 2015: $9,966Net Assets 2015: $8,218,7432015Assets 2016: $8,110,279Liabilities 2016: $98,246Net Assets 2016: $8,012,0332016Assets 2017: $8,872,231Liabilities 2017: $63,030Net Assets 2017: $8,809,2012017Assets 2018: $10,142,923Liabilities 2018: $28,647Net Assets 2018: $10,114,2762018Assets 2019: $11,392,459Liabilities 2019: $27,891Net Assets 2019: $11,364,5682019Assets 2020: $12,760,576Liabilities 2020: $11,564Net Assets 2020: $12,749,0122020Assets 2021: $12,968,885Liabilities 2021: $47,370Net Assets 2021: $12,921,5152021Assets 2022: $14,332,247Liabilities 2022: $37,648Net Assets 2022: $14,294,5992022Assets 2023: $15,733,981Liabilities 2023: $35,544Net Assets 2023: $15,698,4372023Assets 2024: $17,421,256Liabilities 2024: $15,832Net Assets 2024: $17,405,4242024

Highlighted filing

2013

Assets$8,267,535
Liabilities$25,501
Net Assets$8,242,034

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,017,7742010Expenses 2011: $8,192,7082011Revenue 2012: $9,101,844Expenses 2012: $8,621,752Net Income 2012: $480,0922012Revenue 2013: $9,017,268Expenses 2013: $8,753,124Net Income 2013: $264,1442013Revenue 2014: $8,994,986Expenses 2014: $10,189,343Net Income 2014: -$1,194,3572014Revenue 2015: $9,325,494Expenses 2015: $9,056,233Net Income 2015: $269,2612015Revenue 2016: $9,789,176Expenses 2016: $9,641,783Net Income 2016: $147,3932016Revenue 2017: $9,841,679Expenses 2017: $9,044,511Net Income 2017: $797,1682017Revenue 2018: $9,701,941Expenses 2018: $8,396,866Net Income 2018: $1,305,0752018Revenue 2019: $9,263,037Expenses 2019: $8,012,745Net Income 2019: $1,250,2922019Revenue 2020: $9,517,280Expenses 2020: $8,132,836Net Income 2020: $1,384,4442020Revenue 2021: $9,224,067Expenses 2021: $7,959,268Net Income 2021: $1,264,7992021Revenue 2022: $9,431,639Expenses 2022: $8,058,555Net Income 2022: $1,373,0842022Revenue 2023: $10,468,066Expenses 2023: $9,064,228Net Income 2023: $1,403,8382023Revenue 2024: $11,825,946Expenses 2024: $10,118,959Net Income 2024: $1,706,9872024

Highlighted filing

2013

Revenue$9,017,268
Expenses$8,753,124
Net Income$264,144
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$9,017,268
Mission and Program Overview

Mission

UNION REPRESENTATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,019,727$2,390,983▲ $371,256
Cash and Non-Interest-Bearing Accounts$2,264,112$2,100,042▼ $164,070
Other Notes and Loans Receivable, Net$1,939,497$1,941,835▲ $2,338
Investments Other Securities$531,792$696,873▲ $165,081
Land, Buildings, and Equipment, Net$280,735$297,777▲ $17,042
Prepaid Expenses and Deferred Charges$7,099$7,751▲ $652
Total Assets$8,002,281$8,267,535▲ $265,254
Other Assets Total$959,319$832,274▼ $127,045
Liabilities
Accounts Payable and Accrued Expenses$23,661$25,501▲ $1,840
Mortgage Notes Payable Secured by Investment Property$730--
Total Liabilities$24,391$25,501▲ $1,110
Net Assets / Fund Balance
Unrestricted Net Assets$7,977,890$8,242,034▲ $264,144
Total Net Assets Fund Balance$7,977,890$8,242,034▲ $264,144
Total Liabilities and Net Assets / Fund Balance$8,002,281$8,267,535▲ $265,254

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$102,360$261,620$363,980
Leasehold Improvements$190,787$11,410$202,197
Buildings$0$13,374$13,374
Land$4,630-$4,630
Other Assets Org$832,274--
Closely Held Equity Interests$696,873--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia SchroederExecutive Vice PresidentFT$80,848$32,469$113,317
Karen HartPresidentFT$81,869$27,797$109,666
Adair DammannSecretary TreasurerFT$78,348$29,569$107,917
Carol HarrisVice President-$1,002-$1,002

Board Members and Trustees

NameTitle
Rhonda NofsingerSww Vice President
Katherine YasiVice President
Alisha Gregory-davisExecutive Board
Allan BottsExecutive Board
Anne LawsonExecutive Board
Arnold PradoExecutive Board
Beverly TylerExecutive Board
Charles HarrahExecutive Board
Christine LakeyExecutive Board
Colleen BradleyExecutive Board
Duane EvansExecutive Board
Fran OlsonExecutive Board
Jacquelin WheelerExecutive Board
John ParksExecutive Board
Jordan RehmExecutive Board
Jose MayorgaExecutive Board
Laura ChandlerExecutive Board
Laura HarringtonExecutive Board
Lavonne CounleyExecutive Board
Linda BreedExecutive Board
Linda MatsumotoExecutive Board
Lylburn Layer IiExecutive Board
Mark HandExecutive Board
Mary WatkinsExecutive Board
Megan BentleyExecutive Board
Michelle SaundersExecutive Board
Noel BainExecutive Board
Ramona BrandesExecutive Board
Raymond ThomasExecutive Board
Russell CarletonExecutive Board
Sandra VandorenExecutive Board
Scott CollettExecutive Board
Susan BowersExecutive Board
Torry GowerExecutive Board
Tracy ClaryExecutive Board
Umberto LenziExecutive Board
Vicki WhiteExecutive Board

Highest Paid Contractors

ContractorServicesLocationCompensation
9to5 LLC Yates Wood Client TrustRent-$314,733
Schwerin Campbell Bernard Iglitzin &Legal Services-$148,222
Douglas Drachler & Mckee LLPLegal Services-$114,721
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,007,093
Investment Income
$10,175
Other Revenue
$0
Change in Net Assets
$264,144

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,017,268
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$67,515
Total Revenue per Audited Statements
$9,084,783
Total Revenue per Form 990
$9,017,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,699,578
Salaries, Compensation, and Employee Benefits$4,002,920
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$2,766,092
Other Salaries and Wages---$2,353,453
Other Employee Benefits---$630,075
Occupancy---$406,637
Pension Plan Contributions---$406,568
Current Officers, Directors, Trustees, and Key Employees---$344,573
Fees for Services Legal---$282,197
Travel---$269,482
Payroll Taxes---$268,251
Conferences and Meetings---$222,339
Fees for Services Other---$192,366
Office Expenses---$190,484
Depreciation Depletion---$175,044
Benefits to Members---$50,626
Information Technology---$26,636
Fees for Services Accounting---$22,900
Insurance---$7,630
Advertising---$4,495
Other Expenses---$3,300
All Other Expenses---$2,601
Total Functional Expenses$0$0$0$8,753,124

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,803,562
Expenses per Audited Statements$8,753,124
Total Expenses per Form 990$8,753,124
Expenses Not Reported on Form 990$50,438
Expenses Not Reported on Financial Statements$0
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

Section 527 Organizations

OrganizationLocationAmount
20-0859683-$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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 10B

A bylaws committee of the board reviews and approves chapter bylaws for conformity with the organizations bylaws.

Form 990, Part VI, Section B, Line 11

Draft tax return distributed on board meeting for review and approval.

Form 990, Part VI, Section B, Line 15

Board reviews compensation levels in the region to set salaries for the 3 executive officers. The president negotiates with the staff to set staff salaries.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

EIN
91-2126024
Phone
2063223010

Signing Officer

Name
Adair Dammann
Title
Secretary/treasurer
Phone
2063223010
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Hart
Formed
2001
Legal Domicile
Wa
Voting Board Members
41
Independent Board Members
39
Employees
64
Volunteers
0

Preparer

Preparer
Steven Bass CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The audit committee has oversite of these functions. The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Local 925 is a labor organization as defined by internal revenue code section 501(c)(5). Income derived from its exempt purpose activities is not subject to income tax. Other income of local 925 not specifically derived within the exempt purpose is potentially subject to unrelated business income tax. No taxes were owed for the years ended december 31, 2013 and 2012 and, accordingly, no provision for such tax has been made in these financial statements. Local 925 follows financial accounting standards board (fasb) accounting standards codification (asc) topic 740, income taxes (topic 740). Topic 740 clarifies the accounting for uncertainty in income taxes. Management evaluated local 925s tax positions and concluded that local 925 had taken no uncertain tax positions that require adjustments to the financial statements to comply with the provisions of this guidance. Should that status be challenged in the future, local 925s tax returns for 2010 and through the current tax year are open for examination by the internal revenue service.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

PAC FUND REVENUE 67,515.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Pac fund expenses 50,438.

Raw XML AppendixShowing 400 of 678 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/PersonNm5ALLAN BOTTS
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN BOWERS
IRS990/Form990PartVIISectionAGrp/PersonNm7COLLEEN BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8RAMONA BRANDES
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDA BREED
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IRS990/Form990PartVIISectionAGrp/PersonNm11LAURA CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm12TRACY CLARY
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT COLLETT
IRS990/Form990PartVIISectionAGrp/PersonNm14LAVONNE COUNLEY
IRS990/Form990PartVIISectionAGrp/PersonNm15DUANE EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm16TORRY GOWER
IRS990/Form990PartVIISectionAGrp/PersonNm17ALISHA GREGORY-DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm18MARK HAND
IRS990/Form990PartVIISectionAGrp/PersonNm19CHARLES HARRAH
IRS990/Form990PartVIISectionAGrp/PersonNm20LAURA HARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm21CHRISTINE LAKEY
IRS990/Form990PartVIISectionAGrp/PersonNm22ANNE LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm23LYLBURN LAYER II
IRS990/Form990PartVIISectionAGrp/PersonNm24UMBERTO LENZI
IRS990/Form990PartVIISectionAGrp/PersonNm25LINDA MATSUMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm26JOSE MAYORGA
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IRS990/Form990PartVIISectionAGrp/PersonNm29ARNOLD PRADO
IRS990/Form990PartVIISectionAGrp/PersonNm30JORDAN REHM
IRS990/Form990PartVIISectionAGrp/PersonNm31MICHELLE SAUNDERS
IRS990/Form990PartVIISectionAGrp/PersonNm32RAYMOND THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm33BEVERLY TYLER
IRS990/Form990PartVIISectionAGrp/PersonNm34SANDRA VANDOREN
IRS990/Form990PartVIISectionAGrp/PersonNm35MARY WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm36JACQUELIN WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm37VICKI WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm38KAREN HART
IRS990/Form990PartVIISectionAGrp/PersonNm39ADAIR DAMMANN
IRS990/Form990PartVIISectionAGrp/PersonNm40PATRICIA SCHROEDER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt400
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SWW VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE BOARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE BOARD
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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/TitleTxt24EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt26EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt29EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt30EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt31EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt32EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt33EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt34EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt35EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt36EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt37EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt38PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt39SECRETARY TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt40EXECUTIVE VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt041
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09017268
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt039
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.02$17.4$11.8$10.1$1.71
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.04$15.7$10.5$9.06$1.40
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.04$14.3$9.43$8.06$1.37
2021Detailed filing. Detailed filing data is available for this year.$13.0$0.05$12.9$9.22$7.96$1.26
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.01$12.7$9.52$8.13$1.38
2019Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.4$9.26$8.01$1.25
2018Detailed filing. Detailed filing data is available for this year.$10.1$0.03$10.1$9.70$8.40$1.31
2017Detailed filing. Detailed filing data is available for this year.$8.87$0.06$8.81$9.84$9.04$0.80
2016Detailed filing. Detailed filing data is available for this year.$8.11$0.10$8.01$9.79$9.64$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.23$0.01$8.22$9.33$9.06$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.62$0.02$7.60$8.99$10.2$1.19
2013Detailed filing. Detailed filing data is available for this year.$8.27$0.03$8.24$9.02$8.75$0.26
2012Summary only. Only limited summary data is available for this year.$8.16$0.02$8.13$9.10$8.62$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.68$0.02$7.65$8.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.07$0.22$6.86$8.02