Civic Intelligence

American Postal Workers Union

990 • Fiscal year 2021 • EIN 94-6086961

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 02, 2022

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

78th percentile

0.03x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Net Margin

48th percentile

9.0%

Higher net margin than 48% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

96th percentile

$88,253

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 25.8% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

70th percentile

15%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

1.2%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$242,644

Up $32,373 (+15%) from 2020

Net Assets

Up

$235,934

Up $30,564 (+15%) from 2020

Liabilities

Up

$6,710

Up $1,809 (+37%) from 2020

Revenue

Up

$341,454

Up $3,989 (+1.2%) from 2020

Expenses

Down

$310,890

Down $23,355 (-7.0%) from 2020

Net Income

Up

$30,564

Up $27,344 (+849%) from 2020

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

2021

Assets$242,644
Liabilities$6,710
Net Assets$235,934

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

2021

Revenue$341,454
Expenses$310,890
Net Income$30,564
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 2, 2022
Return Version
2021v4.0
Gross Receipts
$341,454
Mission and Program Overview

Mission

Promote the welfare of postal workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$147,153$179,526▲ $32,373
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$210,271$242,644▲ $32,373
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$4,901$6,710▲ $1,809
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$4,901$6,710▲ $1,809
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$205,370$235,934▲ $30,564
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$205,370$235,934▲ $30,564
Total Liabilities and Net Assets / Fund Balance$210,271$242,644▲ $32,373

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert L JeffreyPresidentFT$88,253-$88,253
Geraldine L ManzoSecretary-treasurerFT$80,748-$80,748
Paul B LewRecords SecretaryPT$8,820-$8,820
Michael E RodriguezChief TrusteePT$7,639-$7,639
Anna M VillalobosDirector Motor Vehicle ServicesPT$4,560-$4,560
Michael L HinesDirector Clerk CraftPT$4,260$150$4,410
Kenneth MitchellDirector Maintenance CraftPT$4,260-$4,260
Sandra G QuinteroTrustee-$1,800-$1,800
Darla L HollyTrustee-$1,200-$1,200
Reginald T JamesSergeant-at-arms-$1,177-$1,177
Roy T BaldwinChief Steward Maintenance Craft-$660-$660
Beatriz B JuarezChief Steward Stations-$420-$420
Melvin C Paynes--$350-$350
Erica T CloudAssistant Director Motor Vehicle Services-$290-$290
Ron J MendietaAssistant Director Maintenance-$220-$220

Board Members and Trustees

NameTitle
Jose a CaballeroChief Steward Clerk Craft Tour 2

Highest Paid Contractors

ContractorServicesLocationCompensation
None--$0
Revenue and Support

Revenue Composition

Contributions and Grants
$337,693
Program Service Revenue
$0
Investment Income
$227
Other Revenue
$3,534
All Other Contributions
$0
Change in Net Assets
$30,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$245,448
Other Expenses$65,442
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$204,807
Occupancy$0$0$0$29,670
Office Expenses$0$0$0$18,374
Payroll Taxes$0$0$0$16,801
Pension Plan Contributions$0$0$0$13,322
Other Employee Benefits$0$0$0$9,438
Insurance$0$0$0$5,999
Fees for Services Legal$0$0$0$5,617
Information Technology$0$0$0$3,659
Payments to Affiliates$0$0$0$1,792
Other Salaries and Wages$0$0$0$1,080
Conferences and Meetings$0$0$0$117
Travel$0$0$0$3
Total Functional Expenses$0$0$0$310,890
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
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$6,710
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, 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 recommendation 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 orgainization's financial trustees is to ensure that all tax reports are filed timely by the 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 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

Signing Officer

Name
Paul Lew
Title
Secetary-treasurer
Signed
2022-03-02
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert Jeffrey
Formed
1980
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
1
Employees
20
Volunteers
14
Raw XML AppendixShowing 400 of 668 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2RECORDS SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR MOTOR VEHICLE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR MAINTENANCE CRAFT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR CLERK CRAFT
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9SERGEANT-AT-ARMS
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF STEWARD CLERK CRAFT TOUR 2
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF STEWARD STATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12ASSISTANT DIRECTOR MOTOR VEHICLE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT DIRECTOR MAINTENANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF STEWARD MAINTENANCE CRAFT
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IRS990/FormationYr01980
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt012
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IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
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IRS990/GrossRentsGrp/RealAmt00
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IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
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IRS990/IndependentVotingMemberCnt01
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt03659
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
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IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt039437
IRS990/InvestmentsPubTradedSecGrp/EOYAmt039437
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt045995
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023681
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023681
IRS990/LandBldgEquipCostOrOtherBssAmt069676
IRS990/LegalDomicileStateCd0CA
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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IRS990/MissionDesc0PROMOTE THE WELFARE OF POSTAL WORKERS
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt0235934
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0235934
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IRS990/OccupancyGrp/ManagementAndGeneralAmt00

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