Civic Intelligence

Transport Workers Union Local 505

EIN 94-1094628 • 501(c)5 • Burlingame, CA

Profile

Employee labor relations and representations

1521 Rollins RoadBurlingame, CA 94010-2305
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

32nd percentile

-4.4%

Higher net margin than 32% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$11,400

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-3.7%

Faster asset growth than 35% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-2.0%

Faster revenue growth than 40% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$213,047

Up $20,388 (+11%) from 2022

Liabilities

Down

$0

Down $742 (-100%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Up

$182,457

Up $41,829 (+30%) from 2022

Expenses

Up

$161,327

Up $42,037 (+35%) from 2022

Net Income

Down

$21,130

Down $208 (-1.0%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $105,422Liabilities 2011: $1,6722011Assets 2012: $108,327Liabilities 2012: $787Net Assets 2012: $107,5402012Assets 2013: $125,442Liabilities 2013: $377Net Assets 2013: $125,0652013Assets 2014: $125,220Liabilities 2014: $1712014Assets 2015: $124,990Liabilities 2015: $352Net Assets 2015: $124,6382015Assets 2016: $131,258Liabilities 2016: $530Net Assets 2016: $130,7282016Assets 2017: $135,092Liabilities 2017: $9802017Assets 2018: $146,180Liabilities 2018: $879Net Assets 2018: $145,3012018Assets 2019: $127,735Liabilities 2019: $882Net Assets 2019: $126,8532019Assets 2020: $124,923Liabilities 2020: $743Net Assets 2020: $124,1802020Assets 2021: $171,405Liabilities 2021: $8262021Assets 2022: $192,659Liabilities 2022: $742Net Assets 2022: $191,9172022Assets 2023: $213,047Liabilities 2023: $02023

Highlighted filing

2023

Assets$213,047
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $160,671Expenses 2011: $146,572Net Income 2011: $14,0992011Revenue 2012: $155,566Expenses 2012: $151,776Net Income 2012: $3,7902012Revenue 2013: $111,046Expenses 2013: $93,521Net Income 2013: $17,5252013Revenue 2014: $91,217Expenses 2014: $91,233Net Income 2014: -$162014Revenue 2015: $97,443Expenses 2015: $97,854Net Income 2015: -$4112015Revenue 2016: $98,483Expenses 2016: $92,393Net Income 2016: $6,0902016Revenue 2017: $115,126Expenses 2017: $111,742Net Income 2017: $3,3842017Revenue 2018: $115,521Expenses 2018: $104,335Net Income 2018: $11,1862018Revenue 2019: $125,250Expenses 2019: $143,698Net Income 2019: -$18,4482019Revenue 2020: $113,128Expenses 2020: $115,801Net Income 2020: -$2,6732020Revenue 2021: $140,508Expenses 2021: $94,109Net Income 2021: $46,3992021Revenue 2022: $140,628Expenses 2022: $119,290Net Income 2022: $21,3382022Revenue 2023: $182,457Expenses 2023: $161,327Net Income 2023: $21,1302023

Highlighted filing

2023

Revenue$182,457
Expenses$161,327
Net Income$21,130
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$213,047
Liabilities
$0
Net assets
-
Revenue
$182,457
Expenses
$161,327
Net income
$21,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.13$0.00$1.82$1.61$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.92$1.41$1.19$0.21
2021Summary only. Only limited summary data is available for this year.$1.71$0.01$1.41$0.94$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.01$1.24$1.13$1.16$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.01$1.27$1.25$1.44$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.01$1.45$1.16$1.04$0.11
2017Summary only. Only limited summary data is available for this year.$1.35$0.01$1.15$1.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.31$0.98$0.92$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.97$0.98$0.00
2014Summary only. Only limited summary data is available for this year.$1.25$0.00$0.91$0.91$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.11$0.94$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.01$1.08$1.56$1.52$0.04
2011Summary only. Only limited summary data is available for this year.$1.05$0.02$1.61$1.47$0.14
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$140,628
Mission and Program Overview

Mission

Employee labor relations and representations

Program Services

DescriptionGrantsExpenses
Representation of members in labor relations--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer PlattPresidentPT$7,200-$7,200
Skip HvorkaVP-$3,600-$3,600
Nathan HarmsSec TreasPT$3,600-$3,600
Leilani KapewaEboard-$900-$900
Raman BhanotChairman-$600-$600
Filing and Contact Details

Filer

Filer Name
Transport Workers Union Local 505
EIN
94-1094628
Phone
6506921051
Address
1521 Rollins Road, Burlingame, CA 94010-2305

Signing Officer

Name
Jennifer Platt
Title
President
Phone
6506921051
Signed
2023-05-15
Discuss with paid preparer
No

Preparer

Firm
Tony Winspear CPA
Address
828 San Pablo Ave 204, Albany, CA 94706
Preparer
Anthony D Winspear
Phone
5105581040
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Rental income 42,761”

Form 990-EZ, Part I, Line 8, Other Revenue

“Misc income 3”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 6,390”

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 2,540”

Form 990-EZ, Part I, Line 16, Other Expenses

“Depreciation 1,498”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 2,946”

Form 990-EZ, Part I, Line 16, Other Expenses

“Payments to affiliated organizations 2,348”

Form 990-EZ, Part I, Line 16, Other Expenses

“Payroll taxes 2,565”

Form 990-EZ, Part I, Line 16, Other Expenses

“Reimbursemetns 14,705”

Form 990-EZ, Part I, Line 16, Other Expenses

“Lost time wages 25,215”

Form 990-EZ, Part I, Line 16, Other Expenses

“Membership appreciation 2,678”

Form 990-EZ, Part I, Line 16, Other Expenses

“International 18”

Form 990-EZ, Part II, Line 26, Liabilities

“Payroll taxes payable Beginning of year 826, End of year 742”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Nathan Harms
IRS990EZ/BooksInCareOfDetail/PhoneNum06506921051
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01521 Rollins Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Burlingame
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094010
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100280
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0123032
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021338
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014486
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0171405
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0192659
IRS990EZ/GrossReceiptsAmt0140628
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0109
IRS990EZ/LandAndBuildingsGrp/BOYAmt071125
IRS990EZ/LandAndBuildingsGrp/EOYAmt069627
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt097755
IRS990EZ/MethodOfAccountingOtherDesc0Modified cash
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0170579
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0191917
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0170579
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0191917
IRS990EZ/OccupancyRentUtltsAndMaintAmt028001
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0016.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Platt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Skip Hvorka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leilani Kapewa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nathan Harms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Raman Bhanot
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Eboard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Sec Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060903
IRS990EZ/OtherRevenueTotalAmt042764
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Employee labor relations and representations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Representation of members in labor relations
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015900
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0826
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0742
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119290
IRS990EZ/TotalRevenueAmt0140628
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rental income 42,761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Misc income 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 6,390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone 2,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 1,498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 2,946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payments to affiliated organizations 2,348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payroll taxes 2,565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Reimbursemetns 14,705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Lost time wages 25,215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Membership appreciation 2,678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11International 18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Payroll taxes payable Beginning of year 826, End of year 742
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Platt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06506921051
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Transport Workers Union Local 505
ReturnHeader/Filer/BusinessNameControlTxt0TRAN
ReturnHeader/Filer/EIN0941094628
ReturnHeader/Filer/PhoneNum06506921051
ReturnHeader/Filer/USAddress/AddressLine1Txt01521 Rollins Road
ReturnHeader/Filer/USAddress/CityNm0Burlingame
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940102305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943289035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tony Winspear CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0828 San Pablo Ave 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094706
ReturnHeader/PreparerPersonGrp/PhoneNum05105581040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony D Winspear
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-15T02:23:03-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Platt
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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No mirrored PDF or thumbnail assets are attached yet.