Civic Intelligence

Carpet Linoleum & Soft Tile Workers Local Union 12

990 • Fiscal year 2020 • EIN 94-3148839

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 18, 2021

2149 Oakland RdSan Jose, CA 95131

(405) 265-4911

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

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

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Net Margin

88th percentile

30%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$3,650

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

6.5%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,938,027

Up $330,506 (+21%) from 2019

Net Assets

Up

$1,938,027

Up $330,506 (+21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$1,143,116

Up $69,975 (+6.5%) from 2019

Expenses

Down

$795,546

Down $35,012 (-4.2%) from 2019

Net Income

Up

$347,570

Up $104,987 (+43%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$1,938,027
Liabilities$0
Net Assets$1,938,027

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,143,116
Expenses$795,546
Net Income$347,570
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 18, 2021
Return Version
2019v5.1
Gross Receipts
$1,632,010
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$720,544$910,327▲ $189,783
Cash and Non-Interest-Bearing Accounts$403,005$524,829▲ $121,824
Investments in Publicly Traded Securities$475,377$495,597▲ $20,220
Land, Buildings, and Equipment, Net$4,245$2,924▼ $1,321
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$1,607,521$1,938,027▲ $330,506
Other Assets Total$4,350$4,350→ $0
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$1,607,521$1,938,027▲ $330,506
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,607,521$1,938,027▲ $330,506
Total Liabilities and Net Assets / Fund Balance$1,607,521$1,938,027▲ $330,506

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,210$22,038$24,248
Leasehold Improvements$714$6,786$7,500
Compensation and Service Providers

Employees

NameTitleBaseTotal
Valerian ChestohinVice President$3,650$3,650
David MathieRecording Secretary$2,200$2,200
Omar LarreaFinancial Secretary$1,700$1,700
David BradfieldPresident$1,400$1,400
Martin GarciaTrustee$1,225$1,225
Ernie CancholaTreasurer$1,200$1,200
Mario HerreraTrustee$1,100$1,100
Greg BraguineTrustee$1,000$1,000
Angel Aragon-lopezTrustee$825$825
Buddy WolfTrustee$750$750

Board Members and Trustees

NameTitle
Omar MontoyaWarden
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,088,306
Investment Income
$54,577
Other Revenue
$233
Change in Net Assets
$347,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,143,116
Revenue Not Reported on Form 990
$-17,064
Total Revenue per Audited Statements
$1,126,052
Total Revenue per Form 990
$1,143,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$709,156
Salaries, Compensation, and Employee Benefits$13,500
Grants and Similar Amounts Paid$9,890
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$353,727
Occupancy---$87,188
Office Expenses---$83,773
Benefits to Members---$63,000
Advertising---$60,501
Other Expenses---$46,656
Conferences and Meetings---$28,942
Fees for Services Accounting---$16,065
Current Officers, Directors, Trustees, and Key Employees---$13,500
Grants to Domestic Orgs---$9,890
Insurance---$5,305
Fees for Service Investment Mgmnt Fees---$4,885
Depreciation Depletion---$2,470
Total Functional Expenses$0$0$0$795,546

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$795,546
Expenses per Audited Statements$790,661
Total Expenses per Audited Statements$790,661
Expenses Not Reported on Financial Statements$4,885
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
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
2021-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Bradfield
Formed
1993
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Catherine Gardner
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 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. 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/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt05305
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt024359
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024359
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0475377
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0495597
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028824
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04245
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02924
IRS990/LandBldgEquipCostOrOtherBssAmt031748
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0488894
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01607521
IRS990/NetAssetsOrFundBalancesEOYAmt01938027
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030218
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030218
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-17064
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01607521
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01938027
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt087188
IRS990/OfficeExpensesGrp/TotalAmt083773
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04350
IRS990/OtherAssetsTotalGrp/EOYAmt04350
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0HOLIDAY DINNER EVENT
IRS990/OtherExpensesGrp/Desc1PER CAPITA TAXES
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP EXPENSES
IRS990/OtherExpensesGrp/TotalAmt08867
IRS990/OtherExpensesGrp/TotalAmt110777
IRS990/OtherExpensesGrp/TotalAmt246656
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0LABOR UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS AND REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0233
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0233
IRS990/OtherRevenueTotalAmt0233
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0353727
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DAVID BRADFIELD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/Desc1FINES, FEES AND ASSESSMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0978251
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1110055
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0978251
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1110055
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0105000
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt018050
IRS990/PYInvestmentIncomeAmt019976
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0692116
IRS990/PYOtherRevenueAmt04163
IRS990/PYProgramServiceRevenueAmt01049002
IRS990/PYRevenuesLessExpensesAmt0242583
IRS990/PYSalariesCompEmpBnftPaidAmt015392
IRS990/PYTotalExpensesAmt0830558
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01073141
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0347570
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/BOYAmt0720544
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0910327
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02210
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024248
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04885
IRS990ScheduleD/ExpensesSubtotalAmt0790661
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt04885
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0714
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06786
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-17064
IRS990ScheduleD/RevenueNotReportedAmt0-17064
IRS990ScheduleD/RevenueSubtotalAmt01143116
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02924
IRS990ScheduleD/TotalExpensesPerForm990Amt0795546
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01143116
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01126052
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0790661
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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 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. 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DISTRICT COUNCIL NO 16
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INT'L UNION OF PAINTERS & ALLIED TRADES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940433056
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1350198600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DIST. COUNCIL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1INT'L
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02705 CONSTITUTION DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt17234 PARKWAY DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LIVERMORE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HANOVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd121076
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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