Civic Intelligence

Carpet Linoleum & Soft Tile Workers Local Union 12

990 • Fiscal year 2021 • EIN 94-3148839

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 18, 2022

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

23rd percentile

0.00x

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

39%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$2,700

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-29%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,333,763

Up $395,736 (+20%) from 2020

Net Assets

Up

$2,333,763

Up $395,736 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$811,460

Down $331,656 (-29%) from 2020

Expenses

Down

$496,349

Down $299,197 (-38%) from 2020

Net Income

Down

$315,111

Down $32,459 (-9.3%) from 2020

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

2021

Assets$2,333,763
Liabilities$0
Net Assets$2,333,763

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

2021

Revenue$811,460
Expenses$496,349
Net Income$315,111
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 18, 2022
Return Version
2020v4.1
Gross Receipts
$843,569
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$910,327$1,490,398▲ $580,071
Investments in Publicly Traded Securities$495,597$598,162▲ $102,565
Cash and Non-Interest-Bearing Accounts$524,829$239,792▼ $285,037
Land, Buildings, and Equipment, Net$2,924$1,061▼ $1,863
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$1,938,027$2,333,763▲ $395,736
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$1,938,027$2,333,763▲ $395,736
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,938,027$2,333,763▲ $395,736
Total Liabilities and Net Assets / Fund Balance$1,938,027$2,333,763▲ $395,736

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,061$30,687$31,748
Compensation and Service Providers

Employees

NameTitleBaseTotal
Omar LarreaFinancial Secretary$2,700$2,700
David MathieRecording Secretary$1,600$1,600
Martin GarciaTrustee$825$825
Ernie CancholaTreasurer$625$625
Angel Aragon-lopezTrustee$600$600
David BradfieldPresident$600$600
Buddy WolfTrustee (former)$500$500
Valerian ChestohinVice President$500$500
Mario HerreraTrustee$450$450
Omar MontoyaWarden$400$400
Greg BraguineTrustee$350$350
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$777,775
Investment Income
$25,942
Other Revenue
$7,743
Change in Net Assets
$315,111

Audited Revenue Reconciliation

Revenue per Audited Statements
$805,909
Revenue Not Reported on Financial Statements
$5,551
Revenue Not Reported on Form 990
$80,625
Total Revenue per Audited Statements
$886,534
Total Revenue per Form 990
$811,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$399,349
Grants and Similar Amounts Paid$12,925
Salaries, Compensation, and Employee Benefits$7,075
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$210,973
Office Expenses---$80,689
Benefits to Members---$77,000
Occupancy---$70,338
Fees for Services Accounting---$16,365
Grants to Domestic Orgs---$12,925
Current Officers, Directors, Trustees, and Key Employees---$7,075
Fees for Service Investment Mgmnt Fees---$5,551
Other Expenses---$4,837
Insurance---$3,184
Fees for Services Legal---$3,151
Depreciation Depletion---$1,863
Conferences and Meetings---$1,453
Advertising---$945
Total Functional Expenses$0$0$0$496,349

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$496,349
Expenses per Audited Statements$490,798
Total Expenses per Audited Statements$490,798
Expenses Not Reported on Financial Statements$5,551
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
2022-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Bradfield
Formed
1993
Legal Domicile
CA
Voting Board Members
10
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/GrantsToOrganizationsInd0false
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt03184
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt017964
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017964
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0495597
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0598162
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030687
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02924
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01061
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IRS990/LegalDomicileStateCd0CA
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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/NetAssetsOrFundBalancesBOYAmt01938027
IRS990/NetAssetsOrFundBalancesEOYAmt02333763
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07978
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07978
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt080625
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01938027
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02333763
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/TotalAmt080689
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/BOYAmt04350
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP EXPENSES
IRS990/OtherExpensesGrp/TotalAmt04837
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherOrganizationDsc0LABOR UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS AND REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07743
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07743
IRS990/OtherRevenueTotalAmt07743
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0210973
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DAVID BRADFIELD
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0DUES
IRS990/ProgramServiceRevenueGrp/Desc1FINES, FEES AND ASSESSMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0692064
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt185711
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0692064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt185711
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt063000
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt09890
IRS990/PYInvestmentIncomeAmt054577
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0709156
IRS990/PYOtherRevenueAmt0233
IRS990/PYProgramServiceRevenueAmt01088306
IRS990/PYRevenuesLessExpensesAmt0347570
IRS990/PYSalariesCompEmpBnftPaidAmt013500
IRS990/PYTotalExpensesAmt0795546
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01143116
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0315111
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/BOYAmt0910327
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01490398
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01061
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030687
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt031748
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05551
IRS990ScheduleD/ExpensesSubtotalAmt0490798
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05551
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05551
IRS990ScheduleD/NetUnrealizedGainsInvstAmt080625
IRS990ScheduleD/RevenueNotReportedAmt080625
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05551
IRS990ScheduleD/RevenueSubtotalAmt0805909
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/TotalBookValueLandBuildingsAmt01061
IRS990ScheduleD/TotalExpensesPerForm990Amt0496349
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0811460
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0886534
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0490798
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
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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

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