Civic Intelligence

University Professional and Technical Employees Cwa Local 9119

990 • Fiscal year 2018 • EIN 94-3124274

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 08, 2019

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

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2018

Net Margin

48th percentile

6.8%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$58,031

Higher top officer pay than 11% of similar nonprofits.

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

2018 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2018

Asset Growth

91st percentile

29%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

7.9%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,918,269

Up $661,909 (+29%) from 2017

Net Assets

Up

$2,875,957

Up $625,134 (+28%) from 2017

Liabilities

Up

$42,312

Up $36,775 (+664%) from 2017

Revenue

Up

$9,154,700

Up $671,499 (+7.9%) from 2017

Expenses

Up

$8,530,952

Up $504,626 (+6.3%) from 2017

Net Income

Up

$623,748

Up $166,873 (+37%) from 2017

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

2018

Assets$2,918,269
Liabilities$42,312
Net Assets$2,875,957

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

2018

Revenue$9,154,700
Expenses$8,530,952
Net Income$623,748
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 8, 2019
Return Version
2017v2.3
Gross Receipts
$9,154,700
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$1,433,207$1,556,411▲ $123,204
Cash and Non-Interest-Bearing Accounts$794,762$1,333,467▲ $538,705
Total Assets$2,256,360$2,918,269▲ $661,909
Other Assets Total$28,391$28,391→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,537$42,312▲ $36,775
Total Liabilities$5,537$42,312▲ $36,775
Net Assets / Fund Balance
Unrestricted Net Assets$2,250,823$2,875,957▲ $625,134
Total Net Assets Fund Balance$2,250,823$2,875,957▲ $625,134
Total Liabilities and Net Assets / Fund Balance$2,256,360$2,918,269▲ $661,909
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa KermishExecutive BoardPT$52,974$5,057$58,031
Jelger KalmijnPresident - PastPT$26,700$2,136$28,836
Shanna VelaTreasurer/executive BoardPT$25,895-$25,895
Joaquin ChavezVice PresidentPT$8,400-$8,400
Paul PhojanakongExecutive Board-$8,400-$8,400
Thom MilazzoExecutive Board-$8,400-$8,400
John MartinExecutive Board - PastPT$7,178-$7,178
Brice NakamuraExecutive Board - Past-$4,200-$4,200
Christine Radke-schmidtSecretary - Past-$2,162-$2,162
Fernando MartinezSecretary/past Executive Board-$923-$923
Jodi BakerExecutive Board-$666-$666
Dan RussellExecutive Vice President/past Executive BdPT$632-$632

Board Members and Trustees

NameTitle
Jamie McdolePresident/ Past Vice President
Jeff ColvinVice President - Past
Bill FitzpatrickExecutive Board
Christie-ann SokolewiczExecutive Board
Elizabeth GenoExecutive Board
Enrique TrinidadExecutive Board
Ian QuesadaExecutive Board
Judy ScarboroughExecutive Board
Ken ShieslerExecutive Board
Kevin TwoExecutive Board
Michele FreemanExecutive Board
Mike FehrExecutive Board
Nate StefanExecutive Board
Steve BalkeExecutive Board
Teresa SalvatoExecutive Board
Bryan PettengillExecutive Board - Past
Damion MillerExecutive Board - Past
Keith PavlikExecutive Board - Past
Philip JohnstonExecutive Board - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Leanard Carder LLPLegal Services1330 BROADWAY SUITE 1450, Oakland, CA 94612$154,324
Autumn Press INCPrinting945 CAMELIA STREET, Berkeley, CA 94710$100,761
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,138,355
Investment Income
$1,464
Other Revenue
$14,881
Change in Net Assets
$623,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,485,668
Salaries, Compensation, and Employee Benefits$3,045,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$3,469,552
Other Salaries and Wages---$2,137,332
Conferences and Meetings---$427,837
Other Employee Benefits---$408,072
Occupancy---$320,109
Travel---$272,430
Fees for Services Legal---$235,728
Payroll Taxes---$189,895
Pension Plan Contributions---$175,229
Office Expenses---$164,939
Current Officers, Directors, Trustees, and Key Employees---$134,756
Information Technology---$70,677
Fees for Services Other---$66,097
Insurance---$60,752
Fees for Services Accounting---$56,120
All Other Expenses---$32,092
Other Expenses---$24,004
Advertising---$17,790
Interest---$1,475
Total Functional Expenses$0$0$0$8,530,952
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
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
2019-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie Mcdole
Formed
1990
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
20
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

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, 2018, 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 2015.

Raw XML AppendixShowing 400 of 515 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm22JOHN MARTIN
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IRS990/Form990PartVIISectionAGrp/PersonNm28PHILIP JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm29DAMION MILLER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/ PAST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VICE PRESIDENT/PAST EXECUTIVE BD
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/EXECUTIVE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/PAST EXECUTIVE BOARD
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 - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE BOARD - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRESIDENT - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE PRESIDENT - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt26SECRETARY - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXECUTIVE BOARD - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE BOARD - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt29EXECUTIVE BOARD - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt30EXECUTIVE BOARD - PAST
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IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09154700
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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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.
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IRS990/OtherExpensesGrp/TotalAmt246439
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IRS990/PrincipalOfficerNm0JAMIE MCDOLE
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IRS990/ProgramServiceRevenueGrp/Desc0DUES AND AGENCY FEES
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IRS990/PYTotalExpensesAmt08026326
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08483201
IRS990/ReconcilationRevenueExpnssAmt0623748
IRS990/RelatedEntityInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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