Civic Intelligence

Carpet Linoleum & Soft Tile Workers Local

EIN 94-3148839 • 501(c)5 • San Jose, CA

2149 Oakland RdSan Jose, CA 95131

n/A

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

501(c)5 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

501(c)5 • $1M-$5M nonprofits • Source year 2025

Net Margin

10th percentile

-12%

Higher net margin than 10% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

28th percentile

-0.1%

Faster asset growth than 28% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

44th percentile

4.6%

Faster revenue growth than 44% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Down

$2,434,395

Down $47,922 (-1.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,434,395

Down $47,922 (-1.9%) from 2024

Revenue

Up

$788,262

Up $74,021 (+10%) from 2024

Expenses

Up

$882,476

Up $177,278 (+25%) from 2024

Net Income

Down

-$94,214

Down $103,257 (-1142%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $858,660Liabilities 2011: $0Net Assets 2011: $858,6602011Assets 2012: $812,498Liabilities 2012: $0Net Assets 2012: $812,4982012Assets 2013: $654,810Liabilities 2013: $0Net Assets 2013: $654,8102013Assets 2014: $720,874Liabilities 2014: $0Net Assets 2014: $720,8742014Assets 2015: $790,393Liabilities 2015: $0Net Assets 2015: $790,3932015Assets 2016: $883,912Liabilities 2016: $0Net Assets 2016: $883,9122016Assets 2017: $1,165,029Liabilities 2017: $0Net Assets 2017: $1,165,0292017Assets 2018: $1,350,605Liabilities 2018: $0Net Assets 2018: $1,350,6052018Assets 2019: $1,607,521Liabilities 2019: $0Net Assets 2019: $1,607,5212019Assets 2020: $1,938,027Liabilities 2020: $0Net Assets 2020: $1,938,0272020Assets 2021: $2,333,763Liabilities 2021: $0Net Assets 2021: $2,333,7632021Assets 2022: $2,297,378Liabilities 2022: $0Net Assets 2022: $2,297,3782022Assets 2023: $2,436,975Liabilities 2023: $0Net Assets 2023: $2,436,9752023Assets 2024: $2,482,317Liabilities 2024: $0Net Assets 2024: $2,482,3172024Assets 2025: $2,434,395Liabilities 2025: $0Net Assets 2025: $2,434,3952025

Highlighted filing

2025

Assets$2,434,395
Liabilities$0
Net Assets$2,434,395

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $545,605Expenses 2011: $467,551Net Income 2011: $78,0542011Revenue 2012: $517,542Expenses 2012: $559,768Net Income 2012: -$42,2262012Revenue 2013: $649,084Expenses 2013: $806,408Net Income 2013: -$157,3242013Revenue 2014: $649,522Expenses 2014: $596,507Net Income 2014: $53,0152014Revenue 2015: $677,357Expenses 2015: $598,695Net Income 2015: $78,6622015Revenue 2016: $778,809Expenses 2016: $665,919Net Income 2016: $112,8902016Revenue 2017: $930,079Expenses 2017: $664,415Net Income 2017: $265,6642017Revenue 2018: $1,036,038Expenses 2018: $862,538Net Income 2018: $173,5002018Revenue 2019: $1,073,141Expenses 2019: $830,558Net Income 2019: $242,5832019Revenue 2020: $1,143,116Expenses 2020: $795,546Net Income 2020: $347,5702020Revenue 2021: $811,460Expenses 2021: $496,349Net Income 2021: $315,1112021Revenue 2022: $561,420Expenses 2022: $492,820Net Income 2022: $68,6002022Revenue 2023: $719,842Expenses 2023: $610,437Net Income 2023: $109,4052023Revenue 2024: $714,241Expenses 2024: $705,198Net Income 2024: $9,0432024Revenue 2025: $788,262Expenses 2025: $882,476Net Income 2025: -$94,2142025

Highlighted filing

2025

Revenue$788,262
Expenses$882,476
Net Income-$94,214

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.79$0.88$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.71$0.71$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.72$0.61$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.56$0.49$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.81$0.50$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$1.14$0.80$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.07$0.83$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.04$0.86$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.93$0.66$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.78$0.67$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.68$0.60$0.08
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.65$0.60$0.05
2013Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.65$0.81$0.16
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.52$0.56$0.04
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.55$0.47$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$1,146,987
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,306,355$1,114,195▼ $192,160
Investments in Publicly Traded Securities$601,454$670,040▲ $68,586
Cash and Non-Interest-Bearing Accounts$564,705$611,363▲ $46,658
Land, Buildings, and Equipment, Net$5,453$35,225▲ $29,772
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,482,317$2,434,395▼ $47,922
Other Assets Total$4,350$3,572▼ $778
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,482,317$2,434,395▼ $47,922
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$2,482,317$2,434,395▼ $47,922
Total Liabilities and Net Assets / Fund Balance$2,482,317$2,434,395▼ $47,922

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,225$29,899$65,124
Compensation and Service Providers

Employees

NameTitleBaseTotal
Omar LarreaRecording Secretary$3,300$3,300
Salvador De La TorreTrustee$2,400$2,400
Felipe AguilarTrustee$2,100$2,100
Ernie CancholaTreasurer$1,800$1,800
Hugo GutierrezTrustee$1,600$1,600
Omar MontoyaTrustee$1,500$1,500
David BradfieldPresident$1,200$1,200
Donald QuidachayWarden$1,200$1,200
Phi HoMember at Large$600$600

Board Members and Trustees

NameTitle
Valerian ChestohinVice President
Mario HerreraTrustee (term)
David MathieFinancial Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$630,828
Investment Income
$57,711
Other Revenue
$99,723
Change in Net Assets
$-94,214

Audited Revenue Reconciliation

Revenue per Audited Statements
$784,929
Revenue Not Reported on Financial Statements
$3,333
Revenue Not Reported on Form 990
$46,292
Total Revenue per Audited Statements
$831,221
Total Revenue per Form 990
$788,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$511,743
Grants and Similar Amounts Paid$264,933
Salaries, Compensation, and Employee Benefits$15,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$264,933
Office Expenses---$167,404
Occupancy---$105,284
Benefits to Members---$90,200
Conferences and Meetings---$45,660
Advertising---$43,878
Fees for Services Accounting---$19,500
Current Officers, Directors, Trustees, and Key Employees---$15,600
Fees for Service Investment Mgmnt Fees---$3,333
Other Expenses---$1,994
Total Functional Expenses$0$0$0$882,476

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$882,476
Expenses per Audited Statements$879,143
Total Expenses per Audited Statements$879,143
Expenses Not Reported on Financial Statements$3,333
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland Ballers Baseball Club IncOakland, CA501(c)(5)Donation$6,500
Community Giving Foundation IncOakland, CA501(c)(3)Donation$6,000
Smcuca Hardship FundSan Mateo, CA-Donation$6,000
Napa Solano Building Trades CouncilFairfield, CA501(c)(5)Sponsorship$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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 35% controlled entity
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
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:

Eligibility for membership in this local union is set forth in the international constitution.

PART VI, LINE 7A:

Members in good standing, according to the international constitution may vote for local union officers, executive board members and delegates to district council 16.

PART VI, LINE 7B:

The executive board shall be vested with the authority of recommendation only, unless otherwise specifically authorized by the local union membership voting at a regular or special called meeting; provided, however, that during the interim between meetings it shall be authorized to act for the local union in cases of emergency, subject to review at the next regular meeting.

PART VI, LINE 8B:

The local union does not have any committees with authority to act on behalf of the governing body.

PART VI, LINE 11B:

The executive board has a mandatory review of form 990. Members are able to obtain a copy of form 990 upon request.

PART VI, LINE 12C:

Monitoring and enforcing compliance with the conflict of interest policy: the written conflict of interest policy is included in the constitution by which the local union is governed. Any member or employee of the local union can contact the international union of painters and affiliated trades (an affiliated organization also governed by the constitution) with any complaint arising under the constitution, or any other disciplinary rule, regulation, practice, or procedure conducted by an officer of the local union. The u.s. Department of labor requires all non-clerical employees to report on form lm-30 potential situations where there may be conflicts of interest. This information is open to the public.

PART VI, LINE 15B:

Compensation is defined in article ix of the local union's by-laws.

PART VI, LINE 19:

The website at www.dc16iupat.org has the local union's governing documents and agreements which are available to the public. The local union files an annual financial report (lm-2) with the department of labor which can also be obtained on the online public disclosure room.

Filing and Contact Details

Filer

Filer Name
Carpet Linoleum & Soft Tile Workers Local
EIN
94-3148839
In Care Of
% OMAR LARREA
Phone
4052654911
Address
2149 OAKLAND RD, SAN JOSE, CA 95131

Signing Officer

Name
David Bradfield
Title
President
Phone
4088241280
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Bradfield
Formed
1993
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Macgregor Waite
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

To foster and adopt ways and means for the continuous improvement of the working and living standards of the members of this union; to secure legislation in the interests of our members; to bring about higher wages, shorter hours and better working conditions for them; to influence public opinion by peaceful and legal methods in favor of our affiliated organizations and all organized labor generally; to promote, encourage and bring into existence satisfactory contractual relationships with employers in the industries from which the members of our affiliates are drawn; to advance and maintain better relations between our members and their employers; and to otherwise enrich the lives of our members and their families.

PART XII, LINE 1:

The local union's policy is to prepare its financial statements on the modified cash basis of accounting, which is a basis of accounting other than accounting principles generally accepted in the united states of america. Revenues are recognized when received rather than when earned, and expenses are recognized when cash is disbursed rather than when the obligation is incurred.

Financial Statement Notes

PART X, LINE 2:

Accounting principles require management to evaluate tax positions taken by the Union and recognize a tax liability if the Union has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Union is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10FINANCIAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE (TERM)
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IRS990/FormationYr01993
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IRS990/GainOrLossGrp/SecuritiesAmt05288
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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt046292
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02482317
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02434395
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0105284
IRS990/OfficeExpensesGrp/TotalAmt0167404
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04350
IRS990/OtherAssetsTotalGrp/EOYAmt03572
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP AFFAIRS
IRS990/OtherExpensesGrp/Desc1DEPRECIATION EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0124690
IRS990/OtherExpensesGrp/TotalAmt11994
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0LABOR UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueMiscGrp/Desc0REFUNDS AND REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1SETTLEMENT
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IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt094863
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14860
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14860
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IRS990/PrincipalOfficerNm0DAVID BRADFIELD
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IRS990/ProgramServiceRevenueGrp/Desc1FINES, FEES AND ASSESSMENT
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0624858
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15970
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
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IRS990/PYBenefitsPaidToMembersAmt062050
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IRS990/PYGrantsAndSimilarPaidAmt0129049
IRS990/PYInvestmentIncomeAmt051979
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IRS990/PYOtherExpensesAmt0497149
IRS990/PYOtherRevenueAmt01250
IRS990/PYProgramServiceRevenueAmt0661012
IRS990/PYRevenuesLessExpensesAmt09043
IRS990/PYSalariesCompEmpBnftPaidAmt016950
IRS990/PYTotalExpensesAmt0705198
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0714241
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-94214
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/BOYAmt01306355
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01114195
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt029899
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03333
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/RevenueNotReportedAmt046292
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03333
IRS990ScheduleD/RevenueSubtotalAmt0784929
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles require management to evaluate tax positions taken by the Union and recognize a tax liability if the Union has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Union is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Donation
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SPONSORSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY GIVING FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NAPA SOLANO BUILDING TRADES COUNCIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2OAKLAND BALLERS BASEBALL CLUB INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SMCUCA HARDSHIP FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0680660611
IRS990ScheduleI/RecipientTable/RecipientEIN1941000835
IRS990ScheduleI/RecipientTable/RecipientEIN2994479918
IRS990ScheduleI/RecipientTable/RecipientEIN3731656669

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