Civic Intelligence

University Professional and Technical Employees Cwa Local 9119

990 • Fiscal year 2017 • EIN 94-3124274

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

P O Box 4443Berkeley, CA 94704

(510) 704-8783

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.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Net Margin

43rd percentile

5.4%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$47,992

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2017

Asset Growth

87th percentile

25%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

7.0%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,256,360

Up $449,538 (+25%) from 2016

Net Assets

Up

$2,250,823

Up $456,875 (+25%) from 2016

Liabilities

Down

$5,537

Down $7,337 (-57%) from 2016

Revenue

Up

$8,483,201

Up $554,224 (+7.0%) from 2016

Expenses

Up

$8,026,326

Up $764,472 (+11%) from 2016

Net Income

Down

$456,875

Down $210,248 (-32%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2011: $605,791Liabilities 2011: $1,119,018Net Assets 2011: -$513,2272011Assets 2012: $926,913Liabilities 2012: $967,407Net Assets 2012: -$40,4942012Assets 2013: $998,159Liabilities 2013: $779,852Net Assets 2013: $218,3072013Assets 2014: $996,614Liabilities 2014: $56,623Net Assets 2014: $939,9912014Assets 2015: $1,131,555Liabilities 2015: $4,730Net Assets 2015: $1,126,8252015Assets 2016: $1,806,822Liabilities 2016: $12,874Net Assets 2016: $1,793,9482016Assets 2017: $2,256,360Liabilities 2017: $5,537Net Assets 2017: $2,250,8232017Assets 2018: $2,918,269Liabilities 2018: $42,312Net Assets 2018: $2,875,9572018Assets 2019: $1,981,156Liabilities 2019: $13,807Net Assets 2019: $1,967,3492019Assets 2020: $3,456,435Liabilities 2020: $35,288Net Assets 2020: $3,421,1472020Assets 2021: $4,856,485Liabilities 2021: $44,559Net Assets 2021: $4,811,9262021Assets 2022: $6,665,341Liabilities 2022: $40,415Net Assets 2022: $6,624,9262022Assets 2023: $8,739,099Liabilities 2023: $56,202Net Assets 2023: $8,682,8972023Assets 2024: $9,320,686Liabilities 2024: $77,930Net Assets 2024: $9,242,7562024

Highlighted filing

2017

Assets$2,256,360
Liabilities$5,537
Net Assets$2,250,823

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,011,510Expenses 2011: $5,910,151Net Income 2011: $101,3592011Revenue 2012: $6,554,146Expenses 2012: $6,081,779Net Income 2012: $472,3672012Revenue 2013: $6,988,218Expenses 2013: $6,729,417Net Income 2013: $258,8012013Revenue 2014: $7,716,618Expenses 2014: $6,994,934Net Income 2014: $721,6842014Revenue 2015: $7,374,056Expenses 2015: $7,187,222Net Income 2015: $186,8342015Revenue 2016: $7,928,977Expenses 2016: $7,261,854Net Income 2016: $667,1232016Revenue 2017: $8,483,201Expenses 2017: $8,026,326Net Income 2017: $456,8752017Revenue 2018: $9,154,700Expenses 2018: $8,530,952Net Income 2018: $623,7482018Revenue 2019: $6,897,549Expenses 2019: $7,806,157Net Income 2019: -$908,6082019Revenue 2020: $7,360,964Expenses 2020: $5,936,785Net Income 2020: $1,424,1792020Revenue 2021: $7,677,786Expenses 2021: $6,359,544Net Income 2021: $1,318,2422021Revenue 2022: $8,088,220Expenses 2022: $6,314,191Net Income 2022: $1,774,0292022Revenue 2023: $9,388,071Expenses 2023: $7,374,215Net Income 2023: $2,013,8562023Revenue 2024: $11,414,117Expenses 2024: $10,854,258Net Income 2024: $559,8592024

Highlighted filing

2017

Revenue$8,483,201
Expenses$8,026,326
Net Income$456,875
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$8,483,201
Mission and Program Overview

Mission

To organize workers for their moral, economic and social advancement. To that end, the officers and representatives of the local collectively bargain with employers on behalf of the local's members.

A labor union for the betterment and advancement of its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,115,383$1,433,207▲ $317,824
Cash and Non-Interest-Bearing Accounts$655,764$794,762▲ $138,998
Receivables From Officers Etc$284--
Total Assets$1,806,822$2,256,360▲ $449,538
Other Assets Total$35,391$28,391▼ $7,000
Liabilities
Accounts Payable and Accrued Expenses$12,874$5,537▼ $7,337
Total Liabilities$12,874$5,537▼ $7,337
Net Assets / Fund Balance
Unrestricted Net Assets$1,793,948$2,250,823▲ $456,875
Total Net Assets Fund Balance$1,793,948$2,250,823▲ $456,875
Total Liabilities and Net Assets / Fund Balance$1,806,822$2,256,360▲ $449,538
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa KermishExecutive BoardFT$43,555$4,437$47,992
Jelger KalmijnPresidentFT$26,197$2,092$28,289
Joaquin ChavezExecutive Board-$22,105-$22,105
Shanna VelaTreasurer/executive BoardPT$17,715-$17,715
Jamie McdoleVice PresidentPT$7,000-$7,000
John MartinExecutive BoardPT$5,585-$5,585
Margaret Crowley - PastExecutive Board-$4,908-$4,908
Brice NakamuraExecutive Board-$3,000-$3,000
Darlene Haines - PastExecutive Board-$2,857-$2,857
Thom MilazzoExecutive Board-$2,800-$2,800
Margaret Mccormick - PastExecutive Board-$2,147-$2,147
Christine Radke-schmidtSecretary-$2,031-$2,031

Board Members and Trustees

NameTitle
Jeff ColvinExecutive Vice President
Barbara Gaerlan - PastExecutive Board
Bill FitzpatrickExecutive Board
Bryan PettengillExecutive Board
Dan RussellExecutive Board
Enrique TrinidadExecutive Board
Esther Buie - PastExecutive Board
Fernando MartinezExecutive Board
Ian QuesadaExecutive Board
Keith PavlikExecutive Board
Ken ShieslerExecutive Board
Kevin TwoExecutive Board
Philip JohnstonExecutive Board
Robert Melsh - PastExecutive Board
Sheila Stittiams - PastExecutive Board
Steve BalkeExecutive Board
Teresa SalvatoExecutive Board
Yvette Piceno - PastExecutive Board
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,469,566
Investment Income
$1,268
Other Revenue
$12,367
Change in Net Assets
$456,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,940,550
Salaries, Compensation, and Employee Benefits$3,085,776
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$3,216,394
Other Salaries and Wages---$2,096,010
Other Employee Benefits---$489,798
Occupancy---$312,604
Conferences and Meetings---$311,971
Travel---$220,687
Office Expenses---$210,806
Payroll Taxes---$185,130
Pension Plan Contributions---$169,856
Current Officers, Directors, Trustees, and Key Employees---$144,982
Fees for Services Legal---$105,342
Insurance---$65,768
Information Technology---$60,052
Fees for Services Accounting---$54,000
Fees for Services Other---$47,295
Advertising---$18,567
Other Expenses---$12,538
All Other Expenses---$11,807
Total Functional Expenses$0$0$0$8,026,326
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
Receivables from Officers, Directors, Trustees, and Key Employees$284--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The local represents various types of members, including: health care members, research members, technical members, administrative members, los alamos national lab members, lawrence livermore national lab members, lawrence berkeley national lab members, and associate faculty members.

Form 990, Part VI, Section A, Line 7A

In accordance with the local's constitution and bylaws, the local has an executive board, which is elected by the local's members every three years. Members of the local are eligible to vote in the elections; agency fee payers are not members and, therefore, do not have voting rights.

Form 990, Part VI, Section A, Line 7B

The decisions made by the executive board are subject to approval by the members. This includes ratification of contracts, elections, and amendments to the constitution and bylaws. In addition, all executive board meeting minutes are available on the organization's website, which is restricted to members only. The local holds an annual convention (at least every 16 months), and additional conventions can be held as needed. The highest authority is vested in the annual convention. Each chapter is entitled to send delegates to the convention. The number of delegates is based on the average number of members in each chapter.

Form 990, Part VI, Section A, Line 8B

There is no committee to act on behalf of the executive board.

Form 990, Part VI, Section B, Line 11B

Form 990 was not provided to all members of the executive board before filing with the irs. The form was reviewed by the treasurer and president before filing with the irs. The form is subsequently posted to a website to which only members have access.

Form 990, Part VI, Section B, Line 15

The salaries for the president, vice president, treasurer, executive vice president, officers of the local and member staff are reviewed by a compensation committee that submits its recommendation to the executive board based on comparable salaries paid for similar jobs at universities. Based on these recommendations, the salaries are determined by the executive board.

Form 990, Part VI, Section C, Line 19

The local makes its governing documents available on its website. In addition, the financial statements are made available to the public upon request. The financial statements are also posted on the internal website and are available for review by the members.

Filing and Contact Details

Filer

Filer Name
University Professional and Technical
EIN
94-3124274
Phone
5107048783
Address
P O BOX 4443, BERKELEY, CA 94704

Signing Officer

Name
Shanna Vela
Title
Treasurer
Phone
5107048783
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jelger Kalmijn
Formed
1990
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
18
Employees
54
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 1

The organization uses the modified cash basis of accounting.

Form 990, Part XII, Line 2C

Explanation: the executive board assumes the responsibility for oversight of the audit of the local's financial statements and selection of the independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The local has analyzed the tax positions taken and has concluded that, as of june 30, 2017, there are no uncertain positions taken, or expected to be taken, that would require disclosure in the financial statements. The local is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The local believes it is no longer subject to income tax examinations for the fiscal years prior to 2014.

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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/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE BOARD
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
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE BOARD
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/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08483201
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt060052
IRS990/InsuranceGrp/TotalAmt065768
IRS990/InvestmentIncomeGrp/ExclusionAmt01268
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01268
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ORGANIZE WORKERS FOR THEIR MORAL, ECONOMIC AND SOCIAL ADVANCEMENT. TO THAT END, THE OFFICERS AND REPRESENTATIVES OF THE LOCAL COLLECTIVELY BARGAIN WITH EMPLOYERS ON BEHALF OF THE LOCAL'S MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01793948
IRS990/NetAssetsOrFundBalancesEOYAmt02250823
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0312604
IRS990/OfficeExpensesGrp/TotalAmt0210806
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt035391
IRS990/OtherAssetsTotalGrp/EOYAmt028391
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0489798
IRS990/OtherExpensesGrp/Desc0LEASED EMPLOYEES
IRS990/OtherExpensesGrp/Desc1AGENCY FEE EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES REFUND
IRS990/OtherExpensesGrp/Desc3DONATIONS
IRS990/OtherExpensesGrp/TotalAmt0208565
IRS990/OtherExpensesGrp/TotalAmt169416
IRS990/OtherExpensesGrp/TotalAmt214738
IRS990/OtherExpensesGrp/TotalAmt312538
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012367
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012367
IRS990/OtherRevenueTotalAmt012367
IRS990/OtherSalariesAndWagesGrp/TotalAmt02096010
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt03216394
IRS990/PayrollTaxesGrp/TotalAmt0185130
IRS990/PensionPlanContributionsGrp/TotalAmt0169856
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JELGER KALMIJN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0DUES AND AGENCY FEES
IRS990/ProgramServiceRevenueGrp/Desc1REIMBURSEMENTS FROM CW
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08261353
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1208213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08261353
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1208213
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01027
IRS990/PYOtherExpensesAmt04421487
IRS990/PYOtherRevenueAmt021084
IRS990/PYProgramServiceRevenueAmt07906866
IRS990/PYRevenuesLessExpensesAmt0667123
IRS990/PYSalariesCompEmpBnftPaidAmt02840367
IRS990/PYTotalExpensesAmt07261854
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07928977
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0284
IRS990/ReconcilationRevenueExpnssAmt0456875
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01115383
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01433207
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LOCAL REPRESENTS VARIOUS TYPES OF MEMBERS, INCLUDING: HEALTH CARE MEMBERS, RESEARCH MEMBERS, TECHNICAL MEMBERS, ADMINISTRATIVE MEMBERS, LOS ALAMOS NATIONAL LAB MEMBERS, LAWRENCE LIVERMORE NATIONAL LAB MEMBERS, LAWRENCE BERKELEY NATIONAL LAB MEMBERS, AND ASSOCIATE FACULTY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN ACCORDANCE WITH THE LOCAL'S CONSTITUTION AND BYLAWS, THE LOCAL HAS AN EXECUTIVE BOARD, WHICH IS ELECTED BY THE LOCAL'S MEMBERS EVERY THREE YEARS. MEMBERS OF THE LOCAL ARE ELIGIBLE TO VOTE IN THE ELECTIONS; AGENCY FEE PAYERS ARE NOT MEMBERS AND, THEREFORE, DO NOT HAVE VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DECISIONS MADE BY THE EXECUTIVE BOARD ARE SUBJECT TO APPROVAL BY THE MEMBERS. THIS INCLUDES RATIFICATION OF CONTRACTS, ELECTIONS, AND AMENDMENTS TO THE CONSTITUTION AND BYLAWS. IN ADDITION, ALL EXECUTIVE BOARD MEETING MINUTES ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, WHICH IS RESTRICTED TO MEMBERS ONLY. THE LOCAL HOLDS AN ANNUAL CONVENTION (AT LEAST EVERY 16 MONTHS), AND ADDITIONAL CONVENTIONS CAN BE HELD AS NEEDED. THE HIGHEST AUTHORITY IS VESTED IN THE ANNUAL CONVENTION. EACH CHAPTER IS ENTITLED TO SEND DELEGATES TO THE CONVENTION. THE NUMBER OF DELEGATES IS BASED ON THE AVERAGE NUMBER OF MEMBERS IN EACH CHAPTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO COMMITTEE TO ACT ON BEHALF OF THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 WAS NOT PROVIDED TO ALL MEMBERS OF THE EXECUTIVE BOARD BEFORE FILING WITH THE IRS. THE FORM WAS REVIEWED BY THE TREASURER AND PRESIDENT BEFORE FILING WITH THE IRS. THE FORM IS SUBSEQUENTLY POSTED TO A WEBSITE TO WHICH ONLY MEMBERS HAVE ACCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SALARIES FOR THE PRESIDENT, VICE PRESIDENT, TREASURER, EXECUTIVE VICE PRESIDENT, OFFICERS OF THE LOCAL AND MEMBER STAFF ARE REVIEWED BY A COMPENSATION COMMITTEE THAT SUBMITS ITS RECOMMENDATION TO THE EXECUTIVE BOARD BASED ON COMPARABLE SALARIES PAID FOR SIMILAR JOBS AT UNIVERSITIES. BASED ON THESE RECOMMENDATIONS, THE SALARIES ARE DETERMINED BY THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE LOCAL MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. IN ADDITION, THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO POSTED ON THE INTERNAL WEBSITE AND ARE AVAILABLE FOR REVIEW BY THE MEMBERS.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.32$0.08$9.24$11.4$10.9$0.56
2023Detailed filing. Detailed filing data is available for this year.$8.74$0.06$8.68$9.39$7.37$2.01
2022Detailed filing. Detailed filing data is available for this year.$6.67$0.04$6.62$8.09$6.31$1.77
2021Detailed filing. Detailed filing data is available for this year.$4.86$0.04$4.81$7.68$6.36$1.32
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.04$3.42$7.36$5.94$1.42
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$6.90$7.81$0.91
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.04$2.88$9.15$8.53$0.62
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.01$2.25$8.48$8.03$0.46
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.79$7.93$7.26$0.67
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$7.37$7.19$0.19
2014Summary only. Only limited summary data is available for this year.$1.00$0.06$0.94$7.72$6.99$0.72
2013Summary only. Only limited summary data is available for this year.$1.00$0.78$0.22$6.99$6.73$0.26
2012Summary only. Only limited summary data is available for this year.$0.93$0.97$0.04$6.55$6.08$0.47
2011Summary only. Only limited summary data is available for this year.$0.61$1.12$0.51$6.01$5.91$0.10