Civic Intelligence

National Treasury Employees Union Chapter 97

990 • Fiscal year 2014 • EIN 94-2333677

Oct 01, 2013 to Sep 30, 2014 • Filed on Dec 31, 2014

4974 N Fresno St Ste 19393726

(559) 454-7249

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

96th percentile

46%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$24,681

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

91st percentile

37%

Faster asset growth than 91% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

-0.4%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Up

$497,992

Up $135,706 (+37%) from 2013

Net Assets

Up

$497,992

Up $135,706 (+37%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$297,695

No earlier filing loaded for comparison.

Expenses

Down

$161,989

Down $123,440 (-43%) from 2013

Net Income

$135,706

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $219,924Liabilities 2010: $0Net Assets 2010: $219,9242010Assets 2011: $243,746Liabilities 2011: $0Net Assets 2011: $243,7462011Assets 2012: $317,466Liabilities 2012: $0Net Assets 2012: $317,4662012Assets 2013: $362,286Liabilities 2013: $0Net Assets 2013: $362,2862013Assets 2014: $497,992Liabilities 2014: $0Net Assets 2014: $497,9922014Assets 2015: $540,423Liabilities 2015: $0Net Assets 2015: $540,4232015Assets 2016: $527,298Liabilities 2016: $0Net Assets 2016: $527,2982016Assets 2017: $625,823Liabilities 2017: $16,925Net Assets 2017: $608,8982017Assets 2018: $742,716Liabilities 2018: $0Net Assets 2018: $742,7162018Assets 2019: $806,296Liabilities 2019: $0Net Assets 2019: $806,2962019

Highlighted filing

2014

Assets$497,992
Liabilities$0
Net Assets$497,992

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2010: $315,753Expenses 2010: $255,189Net Income 2010: $60,5642010Revenue 2011: $300,860Expenses 2011: $262,637Net Income 2011: $38,2232011Expenses 2012: $250,8872012Expenses 2013: $285,4292013Revenue 2014: $297,695Expenses 2014: $161,989Net Income 2014: $135,7062014Revenue 2015: $300,000Expenses 2015: $257,569Net Income 2015: $42,4312015Revenue 2016: $311,099Expenses 2016: $236,659Net Income 2016: $74,4402016Revenue 2017: $306,847Expenses 2017: $225,247Net Income 2017: $81,6002017Revenue 2018: $321,491Expenses 2018: $187,673Net Income 2018: $133,8182018Revenue 2019: $372,232Expenses 2019: $267,686Net Income 2019: $104,5462019

Highlighted filing

2014

Revenue$297,695
Expenses$161,989
Net Income$135,706
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Dec 31, 2014
Return Version
2013v4.0
Gross Receipts
$297,695
Mission and Program Overview

Mission

Filed grievences, fought for rights for legal representation, negotiated benifits for irs employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$362,286$497,992▲ $135,706
Rtn Earn Endowment Incm Other Fnds$362,286$497,992▲ $135,706
Total Assets$362,286$497,992▲ $135,706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$362,286$497,992▲ $135,706
Total Liabilities and Net Assets / Fund Balance$362,286$497,992▲ $135,706
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jason SiskPresidentFT$24,681$24,681
Michelle GardeaVice PresideFT$15,638$15,638
Ricardo QuintanaTreasurerPT$13,608$13,608
Revenue and Support

Revenue Composition

Contributions and Grants
$297,601
Program Service Revenue
$0
Investment Income
$94
Other Revenue
$0
Change in Net Assets
$135,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,475
Salaries, Compensation, and Employee Benefits$58,514
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$24,681$29,246-$53,927
Travel-$43,710-$43,710
Advertising-$29,864-$29,864
Fees for Services Legal-$15,010-$15,010
Office Expenses-$6,923-$6,923
Conferences and Meetings-$5,480-$5,480
Payroll Taxes-$4,587-$4,587
Fees for Services Accounting-$2,488-$2,488
Total Functional Expenses$24,681$137,308$0$161,989
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
94-2333677
Phone
5594547249

Signing Officer

Name
Jason Sisk
Title
President
Phone
5594547249
Signed
2014-12-31

Organization Details

Legal Domicile
CA
Voting Board Members
4,690
Independent Board Members
4,690
Employees
3

Preparer

Preparer
Crystal R Ramos
Phone
5592520858
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

PRESIDENT'S PAYROLL.

Raw XML Appendix234 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FILED GRIEVENCES, FOUGHT FOR RIGHTS FOR LEGAL REPRESENTATION, NEGOTIATED BENIFITS FOR IRS EMPLOYEES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt029864
IRS990/AdvertisingGrp/TotalAmt029864
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0RICARDO QUINTANA
IRS990/BooksInCareOfDetail/PhoneNum05594547229
IRS990/BooksInCareOfDetail/USAddress/AddressLine104974 N FRESNO ST 193
IRS990/BooksInCareOfDetail/USAddress/City0FRESNO
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode093726
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0362286
IRS990/CashNonInterestBearingGrp/EOYAmt0497992
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt029246
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt024681
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt053927
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05480
IRS990/ConferencesMeetingsGrp/TotalAmt05480
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0297601
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt094
IRS990/CYOtherExpensesAmt0103475
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0135706
IRS990/CYSalariesCompEmpBnftPaidAmt058514
IRS990/CYTotalExpensesAmt0161989
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0297695
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0REPRESENTED EMPLOYEES IN THE GRIEVANCE AND ARBITRATION PROCESS IN WORKPLACE DISPUTES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt012341
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02488
IRS990/FeesForServicesAccountingGrp/TotalAmt02488
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt015010
IRS990/FeesForServicesLegalGrp/TotalAmt015010
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON SISK
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE GARDEA
IRS990/Form990PartVIISectionAGrp/PersonNm2RICARDO QUINTANA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt024681
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt115638
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt213608
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04690
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0297695
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04690
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt094
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt094
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt0297601
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FILED GRIEVENCES, FOUGHT FOR RIGHTS FOR LEGAL REPRESENTATION, NEGOTIATED BENIFITS FOR IRS EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0362286
IRS990/NetAssetsOrFundBalancesEOYAmt0497992
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06923
IRS990/OfficeExpensesGrp/TotalAmt06923
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04587
IRS990/PayrollTaxesGrp/TotalAmt04587
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0REPRESENTED EMPLOYEES AND HELPED THEM THROUGH THEIR EEO CASES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02468
IRS990/ProgSrvcAccomActy3Grp/Desc0HELPED NEGOTIATE THE IMPACT OF EMPLOYEES IN PROPOSED MANAGEMENT CHANGES IN THEIR WORKING CONDITIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09872
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PRESIDENT'S PAYROLL.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0124365
IRS990/PYContributionsGrantsAmt0315431
IRS990/PYInvestmentIncomeAmt0162
IRS990/PYOtherExpensesAmt0102349
IRS990/PYRevenuesLessExpensesAmt030164
IRS990/PYSalariesCompEmpBnftPaidAmt058715
IRS990/PYTotalExpensesAmt0285429
IRS990/PYTotalRevenueAmt0315593
IRS990/ReconcilationRevenueExpnssAmt0135706
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0362286
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0497992
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT'S PAYROLL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0362286
IRS990/TotalAssetsEOYAmt0497992
IRS990/TotalAssetsGrp/BOYAmt0362286
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0297601
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0137308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024681
IRS990/TotalFunctionalExpensesGrp/TotalAmt0161989
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0362286
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IRS990/TotalProgramServiceExpensesAmt024681
IRS990/TotalReportableCompFromOrgAmt053927
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0297695
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0362286
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0497992
IRS990/TravelGrp/ManagementAndGeneralAmt043710
IRS990/TravelGrp/TotalAmt043710
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04690
IRS990/VotingMembersIndependentCnt04690
IRS990/WebsiteAddressTxt0NTEU97.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON SISK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05594547249
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10NATIONAL TREASURY EMPLOYEES UNION
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHAPTER 97
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0942333677
ReturnHeader/Filer/PhoneNum05594547249
ReturnHeader/Filer/USAddress/AddressLine104974 N FRESNO ST STE 193
ReturnHeader/Filer/USAddress/City0FRESNO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093726
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273956609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10T L RUSH BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10637 S CHESTNUT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FRESNO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093702
ReturnHeader/PreparerPersonGrp/PhoneNum05592520858
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRYSTAL R RAMOS
ReturnHeader/ReturnTs02015-01-06T17:55:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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Filings