Civic Intelligence

International Union Uaw Local 2865

EIN 94-3372418 • 501(c)5 • Berkeley, CA

Profile

To organize all workers for the ultimate goal of social and economic justice. To that end, the officers and business agents of the local collectively bargain with employers on behalf of the local's members.

2730 Telegraph Avenue Flr 1Berkeley, CA 94705

www.uaw2865.org

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

501(c)5 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

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

501(c)5 • $10M-$25M nonprofits • Source year 2024

Net Margin

47th percentile

11%

Higher net margin than 47% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$64,337

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Asset Growth

98th percentile

113%

Faster asset growth than 98% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

85%

Faster revenue growth than 97% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,552,296

Up $1,354,804 (+113%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,552,296

Up $1,354,804 (+113%) from 2023

Revenue

Up

$12,709,138

Up $5,840,371 (+85%) from 2023

Expenses

Up

$11,354,335

Up $4,689,239 (+70%) from 2023

Net Income

Up

$1,354,803

Up $1,151,132 (+565%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $538,570Liabilities 2010: $0Net Assets 2010: $538,5702010Assets 2011: $752,728Liabilities 2011: $0Net Assets 2011: $752,7282011Assets 2012: $673,831Liabilities 2012: $0Net Assets 2012: $673,8312012Assets 2013: $274,742Liabilities 2013: $0Net Assets 2013: $274,7422013Assets 2014: $294,563Liabilities 2014: $0Net Assets 2014: $294,5632014Assets 2015: $544,159Liabilities 2015: $0Net Assets 2015: $544,1592015Assets 2016: $723,822Liabilities 2016: $0Net Assets 2016: $723,8222016Assets 2017: $714,900Liabilities 2017: $0Net Assets 2017: $714,9002017Assets 2018: $418,597Liabilities 2018: $0Net Assets 2018: $418,5972018Assets 2019: $422,422Liabilities 2019: $0Net Assets 2019: $422,4222019Assets 2020: $1,030,983Liabilities 2020: $0Net Assets 2020: $1,030,9832020Assets 2021: $1,867,003Liabilities 2021: $53,581Net Assets 2021: $1,813,4222021Assets 2022: $993,821Liabilities 2022: $0Net Assets 2022: $993,8212022Assets 2023: $1,197,492Liabilities 2023: $0Net Assets 2023: $1,197,4922023Assets 2024: $2,552,296Liabilities 2024: $0Net Assets 2024: $2,552,2962024

Highlighted filing

2024

Assets$2,552,296
Liabilities$0
Net Assets$2,552,296

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,802,9132010Expenses 2011: $2,516,9142011Expenses 2012: $2,424,5552012Revenue 2013: $2,313,947Expenses 2013: $2,713,036Net Income 2013: -$399,0892013Revenue 2014: $2,425,447Expenses 2014: $2,405,626Net Income 2014: $19,8212014Revenue 2015: $3,262,235Expenses 2015: $3,012,639Net Income 2015: $249,5962015Revenue 2016: $3,514,989Expenses 2016: $3,335,326Net Income 2016: $179,6632016Revenue 2017: $3,804,867Expenses 2017: $3,813,789Net Income 2017: -$8,9222017Revenue 2018: $3,488,564Expenses 2018: $3,788,491Net Income 2018: -$299,9272018Revenue 2019: $2,893,762Expenses 2019: $2,889,937Net Income 2019: $3,8252019Revenue 2020: $4,423,690Expenses 2020: $3,815,129Net Income 2020: $608,5612020Revenue 2021: $6,795,909Expenses 2021: $5,960,199Net Income 2021: $835,7102021Revenue 2022: $5,676,386Expenses 2022: $6,521,642Net Income 2022: -$845,2562022Revenue 2023: $6,868,767Expenses 2023: $6,665,096Net Income 2023: $203,6712023Revenue 2024: $12,709,138Expenses 2024: $11,354,335Net Income 2024: $1,354,8032024

Highlighted filing

2024

Revenue$12,709,138
Expenses$11,354,335
Net Income$1,354,803

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$12.7$11.4$1.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$6.87$6.67$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$5.68$6.52$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.05$1.81$6.80$5.96$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$4.42$3.82$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$2.89$2.89$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$3.49$3.79$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$3.80$3.81$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$3.51$3.34$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$3.26$3.01$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$2.43$2.41$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$2.31$2.71$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$2.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$2.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$3.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Gross Receipts
$12,709,138
Mission and Program Overview

Mission

To organize all workers for the ultimate goal of social and economic justice. To that end, the officers and business agents of the local collectively bargain with employers on behalf of the local's members.

To organize all workers for the goal of social and economic justice. The officers and business agents of the local collectively bargain with employers on behalf of the local's members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,184,772$2,537,071▲ $1,352,299
Savings and Temporary Cash Investments$257$2,761▲ $2,504
Land, Buildings, and Equipment, Net$629$629→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,197,492$2,552,296▲ $1,354,804
Other Assets Total$11,834$11,835▲ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,197,492$2,552,296▲ $1,354,804
Total Net Assets Fund Balance$1,197,492$2,552,296▲ $1,354,804
Total Liabilities and Net Assets / Fund Balance$1,197,492$2,552,296▲ $1,354,804

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$629$77,927$78,556
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rafael JaimePresidentPT$64,337$64,337
Jacob FontanaSergeant at Arm-$37,373$37,373
Tanzil ChowdhuryChairman-$34,892$34,892

Board Members and Trustees

NameTitle
Laura CookChairman
Ximena Anleu GilVice President
Jacqueline PerezTrustee
Mia VillegasTrustee
Tessa CookmeyerTrustee
Danea PalmerGuide
Julia Falo SanjuanSecretary
Maya GosztylaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,613,835
Investment Income
$0
Other Revenue
$1,095,303
Change in Net Assets
$1,354,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,608,914
Salaries, Compensation, and Employee Benefits$2,745,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,184,433
Fees for Services Legal---$858,097
Travel---$249,115
Other Employee Benefits---$236,688
All Other Expenses---$192,066
Payroll Taxes---$187,698
Advertising---$164,097
Current Officers, Directors, Trustees, and Key Employees---$136,602
Insurance---$61,281
Other Expenses---$52,689
Fees for Services Other---$40,024
Conferences and Meetings---$9,610
Fees for Services Accounting---$2,300
Total Functional Expenses$0$0$0$11,354,335
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Locals uaw 2865 and uaw 5810 merged to form uaw 4811

Form 990, Part VI, Section A, Line 6

Uaw local 4811 is a labor union representing union-member workers on the campuses of the university of california. Members elect an executive board that governs the union. Executive board decisions are ultimately subject to membership approval.

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

Local 4811 members elect the executive board.

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

Decisions of the executive board are subject to membership approval.

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

No formal review policy is in place. However, the local 4811 esecutive committee informally reviews the 990 and is in the process of establishing a formal review process.

Form 990, Part VI, Section B, Line 15A

Compensation for all regular uaw local 4811 employees, including officers, is governed by the international uaw constitution and uaw local 2865 bylaws. The bylaws establish compensation for regular uaw local employees that is comparable to workers represented by the union. The bylaws are reviewed by the intenational union and approved by the uaw local 2865 membership.

Form 990, Part VI, Section B, Line 15B

SEE LINE 15A

Form 990, Part VI, Section C, Line 19

To the extent governing documents are subject to public disclosure, they will be made available either on the local's website or upon request.

Filing and Contact Details

Filer

Filer Name
International Union Uaw Local 4811
EIN
94-3372418
Phone
5105493863
Address
2730 TELEGRAPH AVENUE FLR 1, BERKELEY, CA 94705

Signing Officer

Name
Rafael Jaime
Title
President
Signed
2025-11-16

Organization Details

Principal Officer
Rafael Jaime
Formed
2000
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
9
Employees
52
Volunteers
50

Preparer

Firm
Lynn Trent CPA
Address
957 Mountain View Dr 3, Lafayette, CA 94549
Preparer
Lynn Trent
Phone
9252839892
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Accrual to cash adjustment = $0

Form 990, Part XI, Line 9

Prior period depreciation = $0

Form 990, Part XI, Line 9

RUNDING = $1

Raw XML AppendixShowing 400 of 402 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.

Path#Value
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IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0136602
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IRS990/ConferencesMeetingsGrp/TotalAmt09610
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt08608914
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IRS990/FeesForServicesAccountingGrp/TotalAmt02300
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Sergeant at Arm
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Guide
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
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IRS990/MissionDesc0UAW LOCAL 2865 IS THE UNION FOR MORE THAN 19,000 TUTORS, READERS, GRADUATE STUDENT INSTRUCTORS AND TEACHING ASSISTANTS AT THE UNIVERSITY OF CALIFORNIA. THE GOAL IS TO ORGANIZE WORKERS FOR SOCIAL AND ECONOMIC JUSTICE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOCALS UAW 2865 AND UAW 5810 MERGED TO FORM UAW 4811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UAW LOCAL 4811 IS A LABOR UNION REPRESENTING UNION-MEMBER WORKERS ON THE CAMPUSES OF THE UNIVERSITY OF CALIFORNIA. MEMBERS ELECT AN EXECUTIVE BOARD THAT GOVERNS THE UNION. EXECUTIVE BOARD DECISIONS ARE ULTIMATELY SUBJECT TO MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOCAL 4811 MEMBERS ELECT THE EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS OF THE EXECUTIVE BOARD ARE SUBJECT TO MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO FORMAL REVIEW POLICY IS IN PLACE. HOWEVER, THE LOCAL 4811 ESECUTIVE COMMITTEE INFORMALLY REVIEWS THE 990 AND IS IN THE PROCESS OF ESTABLISHING A FORMAL REVIEW PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR ALL REGULAR UAW LOCAL 4811 EMPLOYEES, INCLUDING OFFICERS, IS GOVERNED BY THE INTERNATIONAL UAW CONSTITUTION AND UAW LOCAL 2865 BYLAWS. THE BYLAWS ESTABLISH COMPENSATION FOR REGULAR UAW LOCAL EMPLOYEES THAT IS COMPARABLE TO WORKERS REPRESENTED BY THE UNION. THE BYLAWS ARE REVIEWED BY THE INTENATIONAL UNION AND APPROVED BY THE UAW LOCAL 2865 MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SEE LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TO THE EXTENT GOVERNING DOCUMENTS ARE SUBJECT TO PUBLIC DISCLOSURE, THEY WILL BE MADE AVAILABLE EITHER ON THE LOCAL'S WEBSITE OR UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCRUAL TO CASH ADJUSTMENT = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PRIOR PERIOD DEPRECIATION = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10RUNDING = $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part XI, Line 9
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RAFAEL JAIME
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERNATIONAL UNION UAW LOCAL 4811
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UAW LOCAL 4811
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ReturnHeader/Filer/PhoneNum05105493863
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lynn Trent CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0957 Mountain View Dr 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lafayette
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094549
ReturnHeader/PreparerPersonGrp/PhoneNum09252839892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Trent
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-16T16:27:41-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01

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