Civic Intelligence

Office and Professional Employees Local Union No 29

990 • Fiscal year 2014 • EIN 94-0730155

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 22, 2015

Organization ProfileN/A
7677 Oakport St Ste 480SuiteOakland, CA 94621

(510) 746-5960

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Net Margin

39th percentile

1.3%

Higher net margin than 39% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

78th percentile

$162,873

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Asset Growth

25th percentile

-2.5%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

1.0%

Faster revenue growth than 40% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$799,376

Down $20,370 (-2.5%) from 2013

Net Assets

Up

$798,723

Up $24,079 (+3.1%) from 2013

Liabilities

Down

$653

Down $44,449 (-99%) from 2013

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin39th percentile

Revenue

Up

$1,911,663

Up $18,792 (+1.0%) from 2013

Expenses

Down

$1,887,584

Down $1,152 (-0.1%) from 2013

Net Income

Up

$24,079

Up $19,944 (+482%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $793,116Liabilities 2011: $43,991Net Assets 2011: $749,1252011Assets 2012: $815,137Liabilities 2012: $44,628Net Assets 2012: $770,5092012Assets 2013: $819,746Liabilities 2013: $45,102Net Assets 2013: $774,6442013Assets 2014: $799,376Liabilities 2014: $653Net Assets 2014: $798,7232014Assets 2015: $756,041Liabilities 2015: $446Net Assets 2015: $755,5952015Assets 2016: $1,167,759Liabilities 2016: $0Net Assets 2016: $1,167,7592016Assets 2017: $1,060,851Liabilities 2017: $3,608Net Assets 2017: $1,057,2432017Assets 2018: $1,026,839Liabilities 2018: $2,004Net Assets 2018: $1,024,8352018Assets 2019: $879,704Liabilities 2019: $22,182Net Assets 2019: $857,5222019Assets 2020: $940,798Liabilities 2020: $72,692Net Assets 2020: $868,1062020Assets 2021: $1,187,749Liabilities 2021: $409,555Net Assets 2021: $778,1942021Assets 2022: $1,135,374Liabilities 2022: $1,877Net Assets 2022: $1,133,4972022Assets 2023: $1,082,848Liabilities 2023: $2,600Net Assets 2023: $1,080,2482023Assets 2024: $1,586,699Liabilities 2024: $4,627Net Assets 2024: $1,582,0722024

Highlighted filing

2014

Assets$799,376
Liabilities$653
Net Assets$798,723
Open 2014 Filing

Operations Trend

Revenue Growth40th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,916,450Expenses 2011: $1,968,276Net Income 2011: -$51,8262011Revenue 2012: $1,960,841Expenses 2012: $1,939,457Net Income 2012: $21,3842012Revenue 2013: $1,892,871Expenses 2013: $1,888,736Net Income 2013: $4,1352013Revenue 2014: $1,911,663Expenses 2014: $1,887,584Net Income 2014: $24,0792014Revenue 2015: $1,956,797Expenses 2015: $1,999,925Net Income 2015: -$43,1282015Revenue 2016: $2,831,428Expenses 2016: $2,713,819Net Income 2016: $117,6092016Revenue 2017: $2,928,711Expenses 2017: $3,039,227Net Income 2017: -$110,5162017Revenue 2018: $3,044,111Expenses 2018: $3,076,519Net Income 2018: -$32,4082018Revenue 2019: $3,091,732Expenses 2019: $3,188,712Net Income 2019: -$96,9802019Revenue 2020: $3,024,916Expenses 2020: $3,014,332Net Income 2020: $10,5842020Revenue 2021: $3,038,973Expenses 2021: $3,128,885Net Income 2021: -$89,9122021Revenue 2022: $3,108,580Expenses 2022: $3,161,188Net Income 2022: -$52,6082022Revenue 2023: $3,325,583Expenses 2023: $3,378,832Net Income 2023: -$53,2492023Revenue 2024: $4,171,611Expenses 2024: $3,669,787Net Income 2024: $501,8242024

Highlighted filing

2014

Revenue$1,911,663
Expenses$1,887,584
Net Income$24,079
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 22, 2015
Return Version
2014v5.0
Gross Receipts
$1,911,663
Mission and Program Overview

Mission

To promote and protect the economic well being, general welfare and rights of professional, technical, office and clerical employees in the local union's jurisdiction.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$775,143$772,395▼ $2,748
Land, Buildings, and Equipment, Net$27,185$17,499▼ $9,686
Prepaid Expenses and Deferred Charges$16,918$8,982▼ $7,936
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$819,746$799,376▼ $20,370
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$45,102$653▼ $44,449
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$45,102$653▼ $44,449
Net Assets / Fund Balance
Unrestricted Net Assets$774,644$798,723▲ $24,079
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$774,644$798,723▲ $24,079
Total Liabilities and Net Assets / Fund Balance$819,746$799,376▼ $20,370

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,499$77,934$95,433
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tamara RubynPresident/business ManagerFT$100,707$49,971$150,678
Patricia G SanchezSec.-treas./business RepFT$92,964$48,280$141,244
Kelly GschwendVP/business RepFT$84,911$45,434$130,345
Terry KellerInside Guard/business RepFT$77,231$44,370$121,601
Holly CareyTrustee-$228-$228

Board Members and Trustees

NameTitle
Alice RobinsonExecutive Board
Deborah KrauschExecutive Board
Eric SisnerosExecutive Board
Jacqueline DewExecutive Board
Jo Lynn PascalExecutive Board
Joyce LauExecutive Board
Rosanna WiebeExecutive Board
Maya GarciaTrustee
Sheila WiltzTrustee
Esmeralda GomezRecording Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,905,823
Investment Income
$1,768
Other Revenue
$4,072
Change in Net Assets
$24,079

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,911,663
Total Revenue per Audited Statements
$1,911,663
Total Revenue per Form 990
$1,911,663
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,044,299
Other Expenses$842,385
Grants and Similar Amounts Paid$900
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$544,096
Payments to Affiliates---$466,895
Other Salaries and Wages---$279,275
Other Employee Benefits---$106,821
Occupancy---$95,562
Pension Plan Contributions---$59,374
Payroll Taxes---$54,733
Office Expenses---$53,414
Travel---$39,962
Fees for Services Legal---$30,459
Fees for Services Accounting---$28,649
Conferences and Meetings---$24,515
Information Technology---$11,126
Depreciation Depletion---$9,686
Fees for Services Other---$6,236
Other Expenses---$1,757
Insurance---$1,038
Grants to Domestic Orgs---$900
Total Functional Expenses$0$0$0$1,887,584

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,887,584
Total Expenses per Audited Statements$1,887,584
Total Expenses per Form 990$1,887,584
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $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

Part VI, Line 6:

“The LOCAL UNION has dues paying members who are eligible to vote at all meetings and in all elections or referenda. Part VI, Line 7A: Active members elect executive board members. Part VI, Line 7B: All decisions and actions of the Executive Board are subject to review and approval by the membership of the LOCAL UNION at a duly constituted meeting of the membership unless the Board deems it necessary to take emergency action. PART VI, LINE 11B: The President, Secretary/Treasurer and Trustees review and approve the form 990 prior to being submitted. Part VI, Line 12C: All officers must review and sign a conflict of interest policy each year. PART VI, LINE 15: Compensation is defined in the local union's constitution and bylaws. Part VI, Line 19: The LOCAL UNION only provides documents to members upon request. Form LM-2 Labor Organization Annual Report is filed with the Department of Labor and is available on their website. PART XII, LINE 1: The Local Union's policy is to prepare its financial statements on the modified cash basis of accounting. Revenues are recognized when received rather than when earned, and expenses are recognized when cash is disbursed rather than when the obligation is incurred.”

Filing and Contact Details

Filer

Filer Name
Office and Professional Employees
EIN
94-0730155
In Care Of
% PATRICIA G SANCHEZ
Phone
5107465960
Address
7677 Oakport St Ste 480, Suite, OAKLAND, CA 94621

Signing Officer

Name
tamara rubyn
Title
president business manager
Phone
5107465960
Signed
2015-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tamara Rubyn
Formed
1946
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
10
Employees
25
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
Preparer
Miller Kaplan Arase Llp
Phone
5107465960
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The local union has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. Management believes that the Local UNION has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Management believes the local union is no longer subject to income tax examinations for years prior to 2011.”

Raw XML AppendixShowing 400 of 508 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt045102
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0653
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE AND PROTECT THE ECONOMIC WELL BEING, GENERAL WELFARE AND RIGHTS OF PROFESSIONAL, TECHNICAL, OFFICE AND CLERICAL EMPLOYEES IN THE LOCAL UNION'S JURISDICTION.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PATRICIA G SANCHEZ
IRS990/BooksInCareOfDetail/PhoneNum05107465960
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07677 OAKPORT ST STE 480
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094621
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0500
IRS990/CashNonInterestBearingGrp/EOYAmt0500
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0544096
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt024515
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0900
IRS990/CYInvestmentIncomeAmt01768
IRS990/CYOtherExpensesAmt0842385
IRS990/CYOtherRevenueAmt04072
IRS990/CYProgramServiceRevenueAmt01905823
IRS990/CYRevenuesLessExpensesAmt024079
IRS990/CYSalariesCompEmpBnftPaidAmt01044299
IRS990/CYTotalExpensesAmt01887584
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01911663
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt09686
IRS990/Desc0TO PROMOTE AND PROTECT THE ECONOMIC WELL BEING, GENERAL WELFARE AND RIGHTS OF PROFESSIONAL, TECHNICAL, OFFICE AND CLERICAL EMPLOYEES IN THE LOCAL UNION'S JURISDICTION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt028649
IRS990/FeesForServicesLegalGrp/TotalAmt030459
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt06236
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt310.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt350.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt450.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt550.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt650.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt351248
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt445434
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt548280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt644370
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0MAYA GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm1SHEILA WILTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2HOLLY CAREY
IRS990/Form990PartVIISectionAGrp/PersonNm3TAMARA RUBYN
IRS990/Form990PartVIISectionAGrp/PersonNm4KELLY GSCHWEND
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICIA G SANCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6TERRY KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm7ALICE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm8ERIC SISNEROS
IRS990/Form990PartVIISectionAGrp/PersonNm9ESMERALDA GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm10JACQUELINE DEW
IRS990/Form990PartVIISectionAGrp/PersonNm11JO LYNN PASCAL
IRS990/Form990PartVIISectionAGrp/PersonNm12DEBORAH KRAUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm13JOYCE LAU
IRS990/Form990PartVIISectionAGrp/PersonNm14ROSANNA WIEBE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2228
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3100707
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt484911
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt592964
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt677231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310918
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT/BUSINESS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP/BUSINESS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt5SEC.-TREAS./BUSINESS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt6INSIDE GUARD/BUSINESS REP
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt9RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Board
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE BOARD
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01946
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0900
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01911663
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt011126
IRS990/InsuranceGrp/TotalAmt01038
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01768
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01768
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt077934
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027185
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017499
IRS990/LandBldgEquipCostOrOtherBssAmt095433
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE AND PROTECT THE ECONOMIC WELL BEING, GENERAL WELFARE AND RIGHTS OF PROFESSIONAL, TECHNICAL, OFFICE AND CLERICAL EMPLOYEES IN THE LOCAL UNION'S JURISDICTION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0774644
IRS990/NetAssetsOrFundBalancesEOYAmt0798723
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt095562
IRS990/OfficeExpensesGrp/TotalAmt053414
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0106821
IRS990/OtherExpensesGrp/Desc0PER CAPITA TAXES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP EVENTS & PROMO.
IRS990/OtherExpensesGrp/Desc2MEMBER NEWSLETTER
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt053261
IRS990/OtherExpensesGrp/TotalAmt1939
IRS990/OtherExpensesGrp/TotalAmt218886
IRS990/OtherExpensesGrp/TotalAmt31757
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0LABOR ORG.
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04072
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04072
IRS990/OtherRevenueTotalAmt04072
IRS990/OtherSalariesAndWagesGrp/TotalAmt0279275
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0466895
IRS990/PayrollTaxesGrp/TotalAmt054733
IRS990/PensionPlanContributionsGrp/TotalAmt059374
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016918
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08982
IRS990/PrincipalOfficerNm0TAMARA RUBYN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1INITIATION AND REINSTATEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01854820
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt151003
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01854820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt151003
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01990
IRS990/PYInvestmentIncomeAmt01419
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0897633
IRS990/PYOtherRevenueAmt03359
IRS990/PYProgramServiceRevenueAmt01888093
IRS990/PYRevenuesLessExpensesAmt04135
IRS990/PYSalariesCompEmpBnftPaidAmt0989113
IRS990/PYTotalExpensesAmt01888736
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01892871
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt024079
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0775143
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0772395
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt017499
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077934
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095433
IRS990ScheduleD/ExpensesSubtotalAmt01887584
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt01911663
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The local union has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. Management believes that the Local UNION has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Management believes the local union is no longer subject to income tax examinations for years prior to 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017499
IRS990ScheduleD/TotalExpensesPerForm990Amt01887584
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01911663
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01911663
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01887584
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0100707
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt010918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt029101
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt01277
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt020870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TAMARA RUBYN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/BUSINESS MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt012195
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The LOCAL UNION has dues paying members who are eligible to vote at all meetings and in all elections or referenda. Part VI, Line 7A: Active members elect executive board members. Part VI, Line 7B: All decisions and actions of the Executive Board are subject to review and approval by the membership of the LOCAL UNION at a duly constituted meeting of the membership unless the Board deems it necessary to take emergency action. PART VI, LINE 11B: The President, Secretary/Treasurer and Trustees review and approve the form 990 prior to being submitted. Part VI, Line 12C: All officers must review and sign a conflict of interest policy each year. PART VI, LINE 15: Compensation is defined in the local union's constitution and bylaws. Part VI, Line 19: The LOCAL UNION only provides documents to members upon request. Form LM-2 Labor Organization Annual Report is filed with the Department of Labor and is available on their website. PART XII, LINE 1: The Local Union's policy is to prepare its financial statements on the modified cash basis of accounting. Revenues are recognized when received rather than when earned, and expenses are recognized when cash is disbursed rather than when the obligation is incurred.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 6:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$799,376
Liabilities
$653
Net assets
$798,723
Revenue
$1,911,663
Expenses
$1,887,584
Net income
$24,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.58$4.17$3.67$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$3.33$3.38$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.13$3.11$3.16$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.41$0.78$3.04$3.13$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.07$0.87$3.02$3.01$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.02$0.86$3.09$3.19$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.02$3.04$3.08$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$2.93$3.04$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$2.83$2.71$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.96$2.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.91$1.89$0.02
2013Summary only. Only limited summary data is available for this year.$0.82$0.05$0.77$1.89$1.89$0.00
2012Summary only. Only limited summary data is available for this year.$0.82$0.04$0.77$1.96$1.94$0.02
2011Summary only. Only limited summary data is available for this year.$0.79$0.04$0.75$1.92$1.97$0.05