Civic Intelligence

Iatse Local 488 Studio Mechanics

990 • Fiscal year 2015 • EIN 93-1081742

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 23, 2016

5105 SW 45th AvenuePortland, OR 97221

(503) 232-1523

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

26%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$72,801

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

0.2%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,435,701

Up $188,141 (+15%) from 2014

Net Assets

Up

$1,431,138

Up $187,075 (+15%) from 2014

Liabilities

Up

$4,563

Up $1,066 (+30%) from 2014

Revenue

Up

$728,926

Up $1,393 (+0.2%) from 2014

Expenses

Up

$541,851

Up $24,834 (+4.8%) from 2014

Net Income

Down

$187,075

Down $23,441 (-11%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $602,203Liabilities 2011: $1,494Net Assets 2011: $600,7092011Assets 2012: $943,564Liabilities 2012: $1,700Net Assets 2012: $941,8642012Assets 2013: $1,037,387Liabilities 2013: $3,840Net Assets 2013: $1,033,5472013Assets 2014: $1,247,560Liabilities 2014: $3,497Net Assets 2014: $1,244,0632014Assets 2015: $1,435,701Liabilities 2015: $4,563Net Assets 2015: $1,431,1382015Assets 2016: $1,433,080Liabilities 2016: $5,963Net Assets 2016: $1,427,1172016Assets 2017: $1,329,124Liabilities 2017: $6,545Net Assets 2017: $1,322,5792017Assets 2018: $1,337,616Liabilities 2018: $13,234Net Assets 2018: $1,324,3822018Assets 2019: $1,311,844Liabilities 2019: $5,679Net Assets 2019: $1,306,1652019Assets 2020: $1,297,495Liabilities 2020: $2,080Net Assets 2020: $1,295,4152020Assets 2021: $1,452,101Liabilities 2021: $14,552Net Assets 2021: $1,437,5492021Assets 2022: $1,351,217Liabilities 2022: $6,691Net Assets 2022: $1,344,5262022Assets 2023: $1,164,432Liabilities 2023: $5,625Net Assets 2023: $1,158,8072023

Highlighted filing

2015

Assets$1,435,701
Liabilities$4,563
Net Assets$1,431,138

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $596,287Expenses 2011: $352,070Net Income 2011: $244,2172011Revenue 2012: $710,979Expenses 2012: $369,824Net Income 2012: $341,1552012Revenue 2013: $556,646Expenses 2013: $464,963Net Income 2013: $91,6832013Revenue 2014: $727,533Expenses 2014: $517,017Net Income 2014: $210,5162014Revenue 2015: $728,926Expenses 2015: $541,851Net Income 2015: $187,0752015Revenue 2016: $652,081Expenses 2016: $656,102Net Income 2016: -$4,0212016Revenue 2017: $607,247Expenses 2017: $711,785Net Income 2017: -$104,5382017Revenue 2018: $694,802Expenses 2018: $692,999Net Income 2018: $1,8032018Revenue 2019: $649,098Expenses 2019: $667,315Net Income 2019: -$18,2172019Revenue 2020: $425,868Expenses 2020: $436,618Net Income 2020: -$10,7502020Revenue 2021: $685,177Expenses 2021: $543,043Net Income 2021: $142,1342021Revenue 2022: $580,168Expenses 2022: $673,191Net Income 2022: -$93,0232022Revenue 2023: $456,530Expenses 2023: $642,249Net Income 2023: -$185,7192023

Highlighted filing

2015

Revenue$728,926
Expenses$541,851
Net Income$187,075
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 23, 2016
Return Version
2015v2.0
Gross Receipts
$728,926
Mission and Program Overview

Mission

The objectives of the union, as the representative of its members, are to improve working conditions and living standards of members through collective bargaining, education, training, and to establish necessary procedures for the amicable adjustment of all disputes which may arise between employers and employees.

To promote wage levels, working conditions and fringe benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,244,063$1,431,138▲ $187,075
Savings and Temporary Cash Investments$1,236,910$1,386,243▲ $149,333
Cash and Non-Interest-Bearing Accounts$10,076$49,216▲ $39,140
Land, Buildings, and Equipment, Net$574$242▼ $332
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,247,560$1,435,701▲ $188,141
Other Assets Total-$0-
Liabilities
Other Liabilities$3,497$4,563▲ $1,066
Total Liabilities$3,497$4,563▲ $1,066
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,244,063$1,431,138▲ $187,075
Total Liabilities and Net Assets / Fund Balance$1,247,560$1,435,701▲ $188,141

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$242$6,224$6,466
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles CarlsenBusiness AgentFT$47,277$25,524$72,801
Robert RiggsBusiness AgentFT$47,277$25,524$72,801
Linda BloomGeneral SecPT$33,660$18,324$51,984
Greg SmithPresidentPT$6,304$16,524$22,828

Board Members and Trustees

NameTitle
Harold WilsonVice President
Alan FefferE-Board-North
Cdavid Hall-CottrillE-Board-North
David Ray RobinsonE-Board-North
Lisa B HammondE-Board-North
Carly SerticE-Board-South
Chris SteeleE-Board-South
Dawnn PavlonnisE-Board-South
Greg McMickleE-Board-South
Michael FineTrustee
Rick LepinskiTrustee
Ron LawlerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$717,074
Investment Income
$11,852
Other Revenue
$0
Change in Net Assets
$187,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,359
Salaries, Compensation, and Employee Benefits$234,032
Grants and Similar Amounts Paid$17,460
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$220,414--$220,414
Payments to Affiliates$158,784--$158,784
Travel$31,647--$31,647
All Other Expenses$18,540--$18,540
Grants to Domestic Orgs$15,660--$15,660
Payroll Taxes$13,053--$13,053
Occupancy$12,048--$12,048
Conferences and Meetings$11,026--$11,026
Advertising$8,375--$8,375
Other Expenses$8,313--$8,313
Fees for Services Accounting$4,000--$4,000
Office Expenses$1,927--$1,927
Grants to Domestic Individuals$1,800--$1,800
Insurance$1,175--$1,175
Other Salaries and Wages$565--$565
Depreciation Depletion$332--$332
Total Functional Expenses$541,851$0$0$541,851
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Charitable OrganizatiPortland, OR-Charitable contributions$10,560
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$1,000
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 Tax Payable$3,634
Credit Cards Payable$929
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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, Line 11B: Form 990 Review Process

Board reviews Form 990 and LM-2 prior to filing

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
IATSE Local 488 Studio Mechanics
EIN
93-1081742
Phone
5032321523
Address
5105 SW 45th Avenue, Portland, OR 97221

Signing Officer

Name
Linda Bloom
Title
Secretary
Signed
2016-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Bloom
Formed
1992
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
5

Preparer

Firm
Bottaini Gallucci & Ohanlon Pc
Address
1500 NE IRVING ST STE 440, PORTLAND, OR 97232-4208
Preparer
EDWIN B O'HANLON
Phone
5032331133
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IRS990/GroupExemptionNum00386
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt01175
IRS990/InsuranceGrp/TotalAmt01175
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt011852
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011852
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06224
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0574
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0242
IRS990/LandBldgEquipCostOrOtherBssAmt06466
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To promote wage levels, working conditions and fringe benefits for members.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01244063
IRS990/NetAssetsOrFundBalancesEOYAmt01431138
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt012048
IRS990/OccupancyGrp/TotalAmt012048
IRS990/OfficeExpensesGrp/ProgramServicesAmt01927
IRS990/OfficeExpensesGrp/TotalAmt01927
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Special Events
IRS990/OtherExpensesGrp/Desc1Meals
IRS990/OtherExpensesGrp/Desc2Telephone/internet
IRS990/OtherExpensesGrp/Desc3Promotional items
IRS990/OtherExpensesGrp/ProgramServicesAmt016300
IRS990/OtherExpensesGrp/ProgramServicesAmt18953
IRS990/OtherExpensesGrp/ProgramServicesAmt28939
IRS990/OtherExpensesGrp/ProgramServicesAmt38313
IRS990/OtherExpensesGrp/TotalAmt016300
IRS990/OtherExpensesGrp/TotalAmt18953
IRS990/OtherExpensesGrp/TotalAmt28939
IRS990/OtherExpensesGrp/TotalAmt38313
IRS990/OtherLiabilitiesGrp/BOYAmt03497
IRS990/OtherLiabilitiesGrp/EOYAmt04563
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0565
IRS990/OtherSalariesAndWagesGrp/TotalAmt0565
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0158784
IRS990/PaymentsToAffiliatesGrp/TotalAmt0158784
IRS990/PayrollTaxesGrp/ProgramServicesAmt013053
IRS990/PayrollTaxesGrp/TotalAmt013053
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0true
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Linda Bloom
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0717074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0717074
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt022572
IRS990/PYInvestmentIncomeAmt010648
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0264293
IRS990/PYProgramServiceRevenueAmt0716885
IRS990/PYRevenuesLessExpensesAmt0210516
IRS990/PYSalariesCompEmpBnftPaidAmt0230152
IRS990/PYTotalExpensesAmt0517017
IRS990/PYTotalRevenueAmt0727533
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0187075
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0717074
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01244063
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01431138
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01236910
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01386243
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/PoliticalExpendituresAmt01000
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0Donations to various political campaigns.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0242
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06224
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06466
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13634
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Cards Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Tax Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0242
IRS990ScheduleD/TotalLiabilityAmt04563
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010560
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Charitable contributions
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Various Charitable Organizati
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05105 SW 45th Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Portland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097221
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0cash
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board reviews Form 990 and LM-2 prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.16$0.01$1.16$0.46$0.64$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.01$1.34$0.58$0.67$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.01$1.44$0.69$0.54$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.43$0.44$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.01$1.31$0.65$0.67$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.01$1.32$0.69$0.69$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.01$1.32$0.61$0.71$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.01$1.43$0.65$0.66$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.43$0.73$0.54$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.24$0.73$0.52$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.03$0.56$0.46$0.09
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.71$0.37$0.34
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.60$0.35$0.24