Civic Intelligence

Utility Workers Union of America AFL-CIO

990EZ • Fiscal year 2022 • EIN 94-6326507

Jan 01, 2022 to Dec 31, 2022 • Filed on May 08, 2023

PO Box 51231Pacific Grove, CA 93950

(831) 809-9449

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

56th percentile

$2,986

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-2.1%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$140,803

Up $3,184 (+2.3%) from 2021

Net Assets

Up

$140,803

Up $3,184 (+2.3%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$49,509

Down $1,048 (-2.1%) from 2021

Expenses

Up

$46,325

Up $14,628 (+46%) from 2021

Net Income

Down

$3,184

Down $15,676 (-83%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $58,262Liabilities 2011: $02011Assets 2012: $61,654Liabilities 2012: $02012Assets 2013: $65,938Liabilities 2013: $0Net Assets 2013: $65,9382013Assets 2014: $76,701Liabilities 2014: $0Net Assets 2014: $76,7012014Assets 2015: $78,931Liabilities 2015: $0Net Assets 2015: $78,9312015Assets 2016: $82,208Liabilities 2016: $0Net Assets 2016: $82,2082016Assets 2017: $87,742Liabilities 2017: $02017Assets 2018: $87,142Liabilities 2018: $02018Assets 2019: $92,442Liabilities 2019: $02019Assets 2020: $118,759Liabilities 2020: $02020Assets 2021: $137,619Net Assets 2021: $137,6192021Assets 2022: $140,803Net Assets 2022: $140,8032022Assets 2023: $152,555Net Assets 2023: $152,5552023Assets 2024: $155,501Net Assets 2024: $155,5012024

Highlighted filing

2022

Assets$140,803
Liabilities-
Net Assets$140,803

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $39,982Expenses 2011: $28,565Net Income 2011: $11,4172011Revenue 2012: $39,982Expenses 2012: $28,565Net Income 2012: $11,4172012Revenue 2013: $38,897Expenses 2013: $31,221Net Income 2013: $7,6762013Revenue 2014: $41,209Expenses 2014: $30,446Net Income 2014: $10,7632014Revenue 2015: $42,027Expenses 2015: $39,797Net Income 2015: $2,2302015Revenue 2016: $44,831Expenses 2016: $41,554Net Income 2016: $3,2772016Revenue 2017: $45,644Expenses 2017: $40,110Net Income 2017: $5,5342017Revenue 2018: $47,853Expenses 2018: $57,191Net Income 2018: -$9,3382018Revenue 2019: $50,576Expenses 2019: $46,852Net Income 2019: $3,7242019Revenue 2020: $52,251Expenses 2020: $25,934Net Income 2020: $26,3172020Revenue 2021: $50,557Expenses 2021: $31,697Net Income 2021: $18,8602021Revenue 2022: $49,509Expenses 2022: $46,325Net Income 2022: $3,1842022Revenue 2023: $51,927Expenses 2023: $40,175Net Income 2023: $11,7522023Revenue 2024: $51,882Expenses 2024: $48,936Net Income 2024: $2,9462024

Highlighted filing

2022

Revenue$49,509
Expenses$46,325
Net Income$3,184
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Gross Receipts
$49,509
Mission and Program Overview

Mission

Labor Union

Non-profit Union organization

Program Services

DescriptionGrantsExpenses
none$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andy KolonicsPresidentPT$2,986-$2,986
Mark HerbstTreasurerPT$1,807-$1,807
Paul RappaTrusteePT$980-$980
Veronica AguileraVice PresidentPT$803-$803
James MartinTrsuteePT$129-$129
Ryan BrickerTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Utility Workers Union of America Afl-cio
EIN
94-6326507
Address
PO Box 51231, Pacific Grove, CA 93950

Signing Officer

Name
Mark M Herbst
Title
Treasurer
Signed
2023-05-08
Supplemental Narrative

Additional Explanations

Part I, Line 16

other expenses include travel to conferences and training. Meals during travel and meals during Union contract negotiations. Majority of the other expenses are dues paid to the National Union

Raw XML Appendix105 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mark Herbst
IRS990EZ/BooksInCareOfDetail/PhoneNum08318099449
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013 Paseo Hermoso
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Salinas
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093908
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137619
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140803
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03184
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01829
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0137619
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140803
IRS990EZ/GrossReceiptsAmt049509
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049497
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137619
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140803
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137619
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140803
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02986
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1803
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2129
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31807
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4980
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andy Kolonics
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Veronica Aguilera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2James Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mark Herbst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Paul Rappa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ryan Bricker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trsutee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt037791
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Non-profit Union organization
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0none
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06705
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046325
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt049509
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Labor Union
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0other expenses include travel to conferences and training. Meals during travel and meals during Union contract negotiations. Majority of the other expenses are dues paid to the National Union
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark M Herbst
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTILITY WORKERS UNION OF AMERICA AFL-CIO
ReturnHeader/Filer/BusinessNameControlTxt0UTIL
ReturnHeader/Filer/EIN0946326507
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 51231
ReturnHeader/Filer/USAddress/CityNm0Pacific Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093950
ReturnHeader/ReturnTs02023-05-08T04:21:55Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.52$0.49$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.52$0.40$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.50$0.46$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.51$0.32$0.19
2020Summary only. Only limited summary data is available for this year.$1.19$0.00$0.52$0.26$0.26
2019Summary only. Only limited summary data is available for this year.$0.92$0.00$0.51$0.47$0.04
2018Summary only. Only limited summary data is available for this year.$0.87$0.00$0.48$0.57$0.09
2017Summary only. Only limited summary data is available for this year.$0.88$0.00$0.46$0.40$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.45$0.42$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.42$0.40$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.41$0.30$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.39$0.31$0.08
2012Summary only. Only limited summary data is available for this year.$0.62$0.00$0.40$0.29$0.11
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.40$0.29$0.11