Civic Intelligence

American Postal Workers Union

990 • Fiscal year 2020 • EIN 94-6086961

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

7901 Oakport St Ste 2300Oakland, CA 94621-2010

(510) 635-8497

Siviq Scores

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

Liabilities / Assets

76th percentile

0.02x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Net Margin

29th percentile

1.0%

Higher net margin than 29% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

95th percentile

$85,463

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

2.5%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-2.2%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$210,271

Up $5,129 (+2.5%) from 2019

Net Assets

Up

$205,370

Up $3,220 (+1.6%) from 2019

Liabilities

Up

$4,901

Up $1,909 (+64%) from 2019

Revenue

Down

$337,465

Down $7,648 (-2.2%) from 2019

Expenses

Down

$334,245

Down $82,236 (-20%) from 2019

Net Income

Up

$3,220

Up $74,588 (+105%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $541,642Liabilities 2011: $507Net Assets 2011: $541,1352011Assets 2012: $533,652Liabilities 2012: $277Net Assets 2012: $533,3752012Assets 2013: $488,739Liabilities 2013: $277Net Assets 2013: $488,4622013Assets 2014: $458,483Liabilities 2014: $277Net Assets 2014: $458,2062014Assets 2015: $439,676Liabilities 2015: $1,669Net Assets 2015: $438,0072015Assets 2016: $352,487Liabilities 2016: $3,107Net Assets 2016: $349,3802016Assets 2017: $307,443Liabilities 2017: $3,594Net Assets 2017: $303,8492017Assets 2018: $276,510Liabilities 2018: $3,306Net Assets 2018: $273,2042018Assets 2019: $205,142Liabilities 2019: $2,992Net Assets 2019: $202,1502019Assets 2020: $210,271Liabilities 2020: $4,901Net Assets 2020: $205,3702020Assets 2021: $242,644Liabilities 2021: $6,710Net Assets 2021: $235,9342021Assets 2022: $218,863Liabilities 2022: $7,769Net Assets 2022: $211,0942022Assets 2023: $233,226Liabilities 2023: $6,926Net Assets 2023: $226,3002023Assets 2024: $211,925Liabilities 2024: $8,867Net Assets 2024: $203,0582024Assets 2025: $191,240Liabilities 2025: $9,980Net Assets 2025: $181,2602025

Highlighted filing

2020

Assets$210,271
Liabilities$4,901
Net Assets$205,370

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $406,500Expenses 2011: $433,707Net Income 2011: -$27,2072011Revenue 2012: $405,556Expenses 2012: $421,723Net Income 2012: -$16,1672012Revenue 2013: $372,661Expenses 2013: $417,851Net Income 2013: -$45,1902013Revenue 2014: $375,814Expenses 2014: $406,070Net Income 2014: -$30,2562014Revenue 2015: $381,863Expenses 2015: $400,670Net Income 2015: -$18,8072015Revenue 2016: $356,799Expenses 2016: $454,445Net Income 2016: -$97,6462016Revenue 2017: $376,406Expenses 2017: $421,937Net Income 2017: -$45,5312017Revenue 2018: $360,756Expenses 2018: $391,401Net Income 2018: -$30,6452018Revenue 2019: $345,113Expenses 2019: $416,481Net Income 2019: -$71,3682019Revenue 2020: $337,465Expenses 2020: $334,245Net Income 2020: $3,2202020Revenue 2021: $341,454Expenses 2021: $310,890Net Income 2021: $30,5642021Revenue 2022: $324,250Expenses 2022: $349,090Net Income 2022: -$24,8402022Revenue 2023: $329,553Expenses 2023: $331,264Net Income 2023: -$1,7112023Revenue 2024: $333,672Expenses 2024: $356,914Net Income 2024: -$23,2422024Revenue 2025: $308,112Expenses 2025: $329,910Net Income 2025: -$21,7982025

Highlighted filing

2020

Revenue$337,465
Expenses$334,245
Net Income$3,220
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$337,465
Mission and Program Overview

Mission

Promote the welfare of postal workers

Promote the welfare of postal workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$142,024$147,153▲ $5,129
Investments in Publicly Traded Securities$39,437$39,437→ $0
Land, Buildings, and Equipment, Net$23,681$23,681→ $0
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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$205,142$210,271▲ $5,129
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,992$4,901▲ $1,909
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
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,992$4,901▲ $1,909
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$202,150$205,370▲ $3,220
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$202,150$205,370▲ $3,220
Total Liabilities and Net Assets / Fund Balance$205,142$210,271▲ $5,129

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,681$-45,995$69,676
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert JeffreyPresidentFT$85,342$121$85,463
Geraldine L ManzoExecutive Vice PresidentFT$81,726-$81,726
Michael E RodriguezDirector Clerk CraftPT$7,380-$7,380
Paul LewSecretary-TreasurerPT$5,145$93$5,238
Michael L HinesDirector Maintenance CraftPT$4,510$600$5,110
Anna M VillalobosRecords SecretaryPT$4,560-$4,560
Kenneth MitchellDirector Motor Vehicle ServicesPT$4,260-$4,260
Sandra G QuinteroChief Trustee-$1,800-$1,800
Erica T CloudChief Steward Stations Branches-$1,740-$1,740
Darla L HollyTrustee-$1,200-$1,200
Reginald T JamesTrustee-$1,200-$1,200
Ron J MendietaAssistant Director Motor Vehicle Services-$660-$660
Roy T BaldwinAssistant Director Maintenance Craft-$660-$660
Beatriz B JuarezChief Steward Clerk Craft Tour 2-$420-$420
Melvin C PaynesChief Steward Maintenance Craft-$420-$420
Dwayne D SimmonsHealth Plan Director-$168-$168

Board Members and Trustees

NameTitle
Jose a CaballeroSergeant-At-Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$333,316
Program Service Revenue
$0
Investment Income
$726
Other Revenue
$3,423
All Other Contributions
$0
Change in Net Assets
$3,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$246,940
Other Expenses$87,185
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$0$0$202,005
Occupancy$0$0$0$41,670
Office Expenses$0$0$0$24,671
Payroll Taxes$0$0$0$16,579
Other Employee Benefits$0$0$0$14,727
Pension Plan Contributions$0$0$0$12,210
Fees for Services Legal$0$0$0$9,315
Insurance$0$0$0$6,223
Information Technology$0$0$0$3,042
Payments to Affiliates$0$0$0$1,840
Other Salaries and Wages$0$0$0$1,419
Conferences and Meetings$0$0$0$141
Benefits to Members$0--$120
Travel$0$0$0$33
Total Functional Expenses$0$0$0$334,245
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
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Oakland Local Retiree Chapter Funds$4,901
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 1

The organization's membership elects the members of the governing body; approve or reject all recommendations of the governing body; and have the right to participate in the organization's governance via monthly membership meetings. The organization has no committees which are empowered to act on behalf of the governing body.

Part VI, Line 6

The organization's membership elects the members of the governing body; approve or reject all recommendations of the governing body; and have the right to participate in the organization's governance via monthly membership meetings. The organization also has "inactive members," who are USPS Management promoted from the bargaining unit who voluntarily continue to pay full membership dues to the organization but have neither voice nor vote within the organization.

Part VI, Line 7A

The organization's Constitution & Bylaws allow the President to appoint members to vacancies on the governing body.

Part VI, Line 7B

All recommendations of the governing body must be approved by the membership at monthly membership meetings. If quorum is not attained at the monthly membership meetings which follow the meetings of the governing body the recommendations of the governing body are then adopted. Constitution & Bylaw amendments can only be made by the general membership and not by the governing body unless such amendment to the Constitution & Bylaws is mandated either by law or by the American Postal Workers Union National Constitution & Bylaws.

Part VI, Line 8A

The organization has no committees which are empowered to act on behalf of the governing body.

Part VI, Line 11B

The primary responsibility of the organization's financial Trustees is to ensure that all tax reports are filed timely by the organization's Secretary-Treasurer. The review of Form 990 is completed by the financial Trustees after Form 990 is submitted to the Internal Revenue Service.

Part VI, Line 19

The organization is a labor union and is also monitored by the Department of Labor. The organization is obligated to submit annual financial reports to the Department of Labor which are available for review by the public on the Department of Labor's website. The annual financial reports also include the organization's Constitution & Bylaws. Monthly financial reports are part of the regular order of business at the organization's monthly governing body and membership meetings.

Filing and Contact Details

Filer

Filer Name
American Postal Workers Union
EIN
94-6086961
In Care Of
% ROBERT JEFFREY
Phone
5106358497
Address
7901 OAKPORT ST STE 2300, OAKLAND, CA 94621-2010
Doing Business As
Apwu Oakland Local 78

Signing Officer

Name
Paul Lew
Title
Secretary-Treasuer
Signed
2021-11-09
Discuss with paid preparer
No

Organization Details

Formed
1980
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
0
Employees
24
Volunteers
15
Raw XML AppendixShowing 400 of 665 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary-Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Records Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director Motor Vehicle Services
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director Maintenance Craft
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director Clerk Craft
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chief Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Sergeant-At-Arms
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chief Steward Clerk Craft Tour 2
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chief Steward Stations Branches
IRS990/Form990PartVIISectionAGrp/TitleTxt13Assistant Director Motor Vehicle Services
IRS990/Form990PartVIISectionAGrp/TitleTxt14Assistant Director Maintenance Craft
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chief Steward Maintenance Craft
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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.$1.91$0.10$1.81$3.08$3.30$0.22
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.09$2.03$3.34$3.57$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.07$2.26$3.30$3.31$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.08$2.11$3.24$3.49$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.07$2.36$3.41$3.11$0.31
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.05$2.05$3.37$3.34$0.03
2019Summary only. Only limited summary data is available for this year.$2.05$0.03$2.02$3.45$4.16$0.71
2018Summary only. Only limited summary data is available for this year.$2.77$0.03$2.73$3.61$3.91$0.31
2017Summary only. Only limited summary data is available for this year.$3.07$0.04$3.04$3.76$4.22$0.46
2016Summary only. Only limited summary data is available for this year.$3.52$0.03$3.49$3.57$4.54$0.98
2015Summary only. Only limited summary data is available for this year.$4.40$0.02$4.38$3.82$4.01$0.19
2014Summary only. Only limited summary data is available for this year.$4.58$0.00$4.58$3.76$4.06$0.30
2013Summary only. Only limited summary data is available for this year.$4.89$0.00$4.88$3.73$4.18$0.45
2012Summary only. Only limited summary data is available for this year.$5.34$0.00$5.33$4.06$4.22$0.16
2011Summary only. Only limited summary data is available for this year.$5.42$0.01$5.41$4.07$4.34$0.27