Civic Intelligence

Utility Workers Union of America California Water Utility Council

990EZ • Fiscal year 2016 • EIN 94-6088207

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 01, 2017

Organization ProfileN/A
PO Box 879Stockton, CA 95201

(415) 686-3838

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-26%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

55th percentile

$1,800

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-24%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

39%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$133,215

Down $41,661 (-24%) from 2015

Net Assets

Down

$133,215

Down $41,661 (-24%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin8th percentile

Revenue

Up

$162,101

Up $45,725 (+39%) from 2015

Expenses

Up

$203,762

Up $64,208 (+46%) from 2015

Net Income

Down

-$41,661

Down $18,483 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$600K$400K$200K$0Assets 2010: $203,442Net Assets 2010: $203,4422010Assets 2011: $194,707Net Assets 2011: $194,7072011Assets 2012: $219,986Net Assets 2012: $219,9862012Assets 2013: $235,271Net Assets 2013: $235,2712013Assets 2014: $198,399Net Assets 2014: $198,3992014Assets 2015: $174,876Net Assets 2015: $174,8762015Assets 2016: $133,215Liabilities 2016: $0Net Assets 2016: $133,2152016Assets 2017: $71,038Liabilities 2017: $0Net Assets 2017: $71,0382017Assets 2018: $126,911Liabilities 2018: $27,485Net Assets 2018: $99,4262018Assets 2019: $131,717Liabilities 2019: $0Net Assets 2019: $131,7172019Assets 2020: $186,299Liabilities 2020: $0Net Assets 2020: $186,2992020Assets 2021: $138,251Liabilities 2021: $0Net Assets 2021: $138,2512021Assets 2022: $155,667Liabilities 2022: $0Net Assets 2022: $155,6672022Assets 2023: $192,409Liabilities 2023: $0Net Assets 2023: $192,4092023Assets 2024: $371,820Liabilities 2024: $0Net Assets 2024: $371,8202024Assets 2025: $508,592Liabilities 2025: $0Net Assets 2025: $508,5922025

Highlighted filing

2016

Assets$133,215
Liabilities$0
Net Assets$133,215
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $75,823Expenses 2010: $39,549Net Income 2010: $36,2742010Revenue 2011: $68,569Expenses 2011: $77,304Net Income 2011: -$8,7352011Revenue 2012: $77,920Expenses 2012: $52,641Net Income 2012: $25,2792012Revenue 2013: $71,778Expenses 2013: $56,493Net Income 2013: $15,2852013Revenue 2014: $79,286Expenses 2014: $116,158Net Income 2014: -$36,8722014Revenue 2015: $116,376Expenses 2015: $139,554Net Income 2015: -$23,1782015Revenue 2016: $162,101Expenses 2016: $203,762Net Income 2016: -$41,6612016Revenue 2017: $130,597Expenses 2017: $192,774Net Income 2017: -$62,1772017Revenue 2018: $176,239Expenses 2018: $147,851Net Income 2018: $28,3882018Revenue 2019: $150,778Expenses 2019: $118,487Net Income 2019: $32,2912019Revenue 2020: $127,612Expenses 2020: $73,030Net Income 2020: $54,5822020Revenue 2021: $184,135Expenses 2021: $232,183Net Income 2021: -$48,0482021Revenue 2022: $201,589Expenses 2022: $184,173Net Income 2022: $17,4162022Revenue 2023: $216,873Expenses 2023: $180,131Net Income 2023: $36,7422023Revenue 2024: $249,336Expenses 2024: $69,925Net Income 2024: $179,4112024Revenue 2025: $272,437Expenses 2025: $135,665Net Income 2025: $136,7722025

Highlighted filing

2016

Revenue$162,101
Expenses$203,762
Net Income-$41,661
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 1, 2017
Return Version
2016v3.0
Gross Receipts
$162,101
Mission and Program Overview

Mission

Education and Representation to Utility Industry

Program Services

DescriptionGrantsExpenses
EDUCATION AND REPRESENTATION OF UTILITY WORKERS$0$0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ROLLETreasurer/E-Board-$1,800-$1,800
AARON GIEGPresident/E-Board-$1,500-$1,500
CINDY MCCORMICKPresident/E-Board - Past-$300-$300
KEVIN URAINESecretary/E-Board-$0--
RICHARD WILSONVice President/E-Board-$0--
Filing and Contact Details

Filer

Filer Name
Utility Workers Union of America
EIN
94-6088207
Phone
4156863838
Address
PO BOX 879, STOCKTON, CA 95201

Signing Officer

Name
James Rolle
Title
Treasurer
Phone
4156863838
Signed
2017-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Michelle L Mccann
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 26.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: reimbursements from california water service for meeting expenses. Amount: 85,403.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting and travel expenses. Amount: 184,472. Description: office expenses. Amount: 10,290. Total to form 990-ez, line 16: 194,762.”

Raw XML Appendix124 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04156863838
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 879
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0174876
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-41661
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AARON GIEG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES ROLLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY MCCORMICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN URAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICHARD WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/E-BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/E-BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT/E-BOARD - PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY/E-BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT/E-BOARD
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0194762
IRS990EZ/OtherRevenueTotalAmt085403
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND REPRESENTATION TO UTILITY INDUSTRY
IRS990EZ/ProgramServiceRevenueAmt076672
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION AND REPRESENTATION OF UTILITY WORKERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0203762
IRS990EZ/TotalRevenueAmt0162101
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REIMBURSEMENTS FROM CALIFORNIA WATER SERVICE FOR MEETING EXPENSES. AMOUNT: 85,403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING AND TRAVEL EXPENSES. AMOUNT: 184,472. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 10,290. TOTAL TO FORM 990-EZ, LINE 16: 194,762.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ROLLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04156863838
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTILITY WORKERS UNION OF AMERICA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA WATER UTILITY COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0946088207
ReturnHeader/Filer/PhoneNum04156863838
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 879
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0826A4C18F58E8E14B0E7F5A981FD18CE04E3C707
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02017-04-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:20:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE L MCCANN
ReturnHeader/ReturnTs02017-04-01T12:20:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,215
Liabilities
$0
Net assets
$133,215
Revenue
$162,101
Expenses
$203,762
Net income
-$41,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$2.72$1.36$1.37
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$2.49$0.70$1.79
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.17$1.80$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$2.02$1.84$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.84$2.32$0.48
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.28$0.73$0.55
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.51$1.18$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.27$0.99$1.76$1.48$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.31$1.93$0.62
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.62$2.04$0.42
2015Detailed filing. Detailed filing data is available for this year.$1.75$1.75$1.16$1.40$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.98$1.98$0.79$1.16$0.37
2013Detailed filing. Detailed filing data is available for this year.$2.35$2.35$0.72$0.56$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$2.20$0.78$0.53$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$1.95$0.69$0.77$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$2.03$0.76$0.40$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • <$500k nonprofits