Civic Intelligence

Iatse Local 728

EIN 95-0865931 • 501(c)5 • Burbank, CA

Profile

To improve the social and economic condition of its members through negotiation and enforcement of collective bargaining agreement.

1001 W Magnolia BlvdBurbank, CA 91506

iatse728.org

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

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

Liabilities / Revenue

13th percentile

0.00x

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

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

Net Margin

8th percentile

-8.2%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

16th percentile

-1.1%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$9,512,788

Down $103,942 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$9,512,788

Down $103,942 (-1.1%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin8th percentile

Revenue

Up

$3,495,910

Up $436,316 (+14%) from 2023

Expenses

Up

$3,782,687

Up $362,344 (+11%) from 2023

Net Income

Up

-$286,777

Up $73,972 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$10M$5.0M$0Assets 2011: $6,651,505Liabilities 2011: $528,128Net Assets 2011: $6,123,3772011Assets 2012: $6,698,351Liabilities 2012: $472,201Net Assets 2012: $6,226,1502012Assets 2013: $6,712,100Liabilities 2013: $386,186Net Assets 2013: $6,325,9142013Assets 2014: $6,662,042Liabilities 2014: $463,015Net Assets 2014: $6,199,0272014Assets 2015: $6,652,281Liabilities 2015: $472,464Net Assets 2015: $6,179,8172015Assets 2016: $7,252,880Liabilities 2016: $526,004Net Assets 2016: $6,726,8762016Assets 2017: $7,528,898Liabilities 2017: $572,352Net Assets 2017: $6,956,5462017Assets 2018: $7,993,195Liabilities 2018: $590,137Net Assets 2018: $7,403,0582018Assets 2019: $8,423,388Liabilities 2019: $644,353Net Assets 2019: $7,779,0352019Assets 2020: $7,714,764Liabilities 2020: $640,845Net Assets 2020: $7,073,9192020Assets 2021: $9,370,135Liabilities 2021: $681,890Net Assets 2021: $8,688,2452021Assets 2022: $9,792,139Liabilities 2022: $0Net Assets 2022: $9,792,1392022Assets 2023: $9,616,730Liabilities 2023: $0Net Assets 2023: $9,616,7302023Assets 2024: $9,512,788Liabilities 2024: $0Net Assets 2024: $9,512,7882024

Highlighted filing

2024

Assets$9,512,788
Liabilities$0
Net Assets$9,512,788
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,908,031Expenses 2011: $1,829,583Net Income 2011: $78,4482011Revenue 2012: $1,907,222Expenses 2012: $1,804,449Net Income 2012: $102,7732012Revenue 2013: $1,950,090Expenses 2013: $1,850,326Net Income 2013: $99,7642013Revenue 2014: $1,933,626Expenses 2014: $2,060,515Net Income 2014: -$126,8892014Revenue 2015: $2,045,910Expenses 2015: $2,065,120Net Income 2015: -$19,2102015Revenue 2016: $2,628,607Expenses 2016: $2,081,548Net Income 2016: $547,0592016Revenue 2017: $2,574,933Expenses 2017: $2,345,263Net Income 2017: $229,6702017Revenue 2018: $2,773,006Expenses 2018: $2,326,494Net Income 2018: $446,5122018Revenue 2019: $3,057,273Expenses 2019: $2,681,296Net Income 2019: $375,9772019Revenue 2020: $1,576,758Expenses 2020: $2,281,874Net Income 2020: -$705,1162020Revenue 2021: $4,172,723Expenses 2021: $2,558,397Net Income 2021: $1,614,3262021Revenue 2022: $4,499,278Expenses 2022: $3,487,612Net Income 2022: $1,011,6662022Revenue 2023: $3,059,594Expenses 2023: $3,420,343Net Income 2023: -$360,7492023Revenue 2024: $3,495,910Expenses 2024: $3,782,687Net Income 2024: -$286,7772024

Highlighted filing

2024

Revenue$3,495,910
Expenses$3,782,687
Net Income-$286,777
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,512,788
Liabilities
$0
Net assets
$9,512,788
Revenue
$3,495,910
Expenses
$3,782,687
Net income
-$286,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$3.50$3.78$0.29
2023Detailed filing. Detailed filing data is available for this year.$9.62$0.00$9.62$3.06$3.42$0.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.79$0.00$9.79$4.50$3.49$1.01
2021Detailed filing. Detailed filing data is available for this year.$9.37$0.68$8.69$4.17$2.56$1.61
2020Detailed filing. Detailed filing data is available for this year.$7.71$0.64$7.07$1.58$2.28$0.71
2019Detailed filing. Detailed filing data is available for this year.$8.42$0.64$7.78$3.06$2.68$0.38
2018Detailed filing. Detailed filing data is available for this year.$7.99$0.59$7.40$2.77$2.33$0.45
2017Detailed filing. Detailed filing data is available for this year.$7.53$0.57$6.96$2.57$2.35$0.23
2016Detailed filing. Detailed filing data is available for this year.$7.25$0.53$6.73$2.63$2.08$0.55
2015Summary only. Only limited summary data is available for this year.$6.65$0.47$6.18$2.05$2.07$0.02
2014Summary only. Only limited summary data is available for this year.$6.66$0.46$6.20$1.93$2.06$0.13
2013Summary only. Only limited summary data is available for this year.$6.71$0.39$6.33$1.95$1.85$0.10
2012Summary only. Only limited summary data is available for this year.$6.70$0.47$6.23$1.91$1.80$0.10
2011Summary only. Only limited summary data is available for this year.$6.65$0.53$6.12$1.91$1.83$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 12, 2025
Return Version
2024v5.1
Gross Receipts
$4,287,720
Mission and Program Overview

Mission

LABOR UNION LOCAL

To improve the social and economic condition of its members through negotiation and enforcement of collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,616,730$9,512,788▼ $103,942
Investments in Publicly Traded Securities$3,196,357$3,414,486▲ $218,129
Land, Buildings, and Equipment, Net$3,265,813$3,215,293▼ $50,520
Savings and Temporary Cash Investments$2,208,638$1,830,548▼ $378,090
Other Notes and Loans Receivable, Net$614,350$561,810▼ $52,540
Cash and Non-Interest-Bearing Accounts$331,572$490,651▲ $159,079
Accounts Receivable$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
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$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$9,616,730$9,512,788▼ $103,942
Other Assets Total$0$0→ $0
Liabilities
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
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,616,730$9,512,788▼ $103,942
Total Liabilities and Net Assets / Fund Balance$9,616,730$9,512,788▼ $103,942

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,568,699$2,014,095$3,582,794
Land$1,500,945-$1,500,945
Equipment$145,649$187,677$333,326
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pascal M GuillemardTreasurer/call StewardFT$236,042$39,516$275,558
Greg ReevesBus. Rep./secretaryFT$227,646$39,012$266,658
Alan M Rowesafety & training directorFT$208,917$37,889$246,806
Jonathan EpsteinExecutive Board/asst.bus.repFT$168,238$34,543$202,781
Sean HarkessAdministrative AssistantFT$105,283$24,427$129,710
Julianna BesseyBookkeeperFT$101,206$24,182$125,388
Martin WeeksPresident-$22,571-$22,571
Malakhi SimmonsVice President-$8,244-$8,244
Janette ShugartExecutive Board-$3,500-$3,500
Greg MayerExecutive Board-$2,200-$2,200
Jason R YoungExecutive Board-$1,869-$1,869
Jeremy SchonwaldExecutive Board-$1,762-$1,762
Fernando MontesExecutive Board-$1,212-$1,212
Jimmy CornickExecutive Board-$751-$751
Michael Paul OreficeExecutive Board-$706-$706
David GravesExecutive Board-$160-$160

Board Members and Trustees

NameTitle
Darryl HerzonExecutive Board
IAIN O'HIGGINSExecutive Board
Lorne MacdougallExecutive Board
Matt HeinzExecutive Board
Robert DechellisExecutive Board
Jason E LordExecutive Board - Past
Laura StewartExecutive Board - Past
Michael E GipsExecutive Board - Past
Timothy RyanExecutive Board - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,372,670
Investment Income
$110,476
Other Revenue
$12,764
Change in Net Assets
$-286,777

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,495,910
Revenue Not Reported on Form 990
$182,835
Total Revenue per Audited Statements
$3,678,745
Total Revenue per Form 990
$3,495,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,900,915
Salaries, Compensation, and Employee Benefits$1,556,617
Grants and Similar Amounts Paid$48,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$1,034,778
Payments to Affiliates---$874,678
Other Salaries and Wages---$352,094
Office Expenses---$303,778
Benefits to Members---$276,755
Conferences and Meetings---$154,448
Other Expenses---$147,885
Occupancy---$89,733
Payroll Taxes---$87,547
Advertising---$71,752
Insurance---$68,346
Grants to Domestic Individuals---$48,400
Fees for Services Legal---$47,039
Other Employee Benefits---$46,670
Pension Plan Contributions---$35,528
Fees for Services Accounting---$34,920
All Other Expenses---$16,479
Total Functional Expenses$0$0$0$3,782,687

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,782,687
Total Expenses per Audited Statements$3,782,687
Total Expenses per Form 990$3,782,687
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
Subject to proxy tax
No
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
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, LINES 6-7:

“The voting members of the local union are active members who pay full dues. These members elect the members of the governing body and approve significant decisions of the governing body.”

PART VI, LINE 8B:

“The local union does not have any committees with authority to act on behalf of the governing body.”

PART VI, LINE 11B:

“Form 990 was reviewed by an officer prior to filing.”

PART VI, LINE 19:

“Governing documents disclosure explanation documents are available on the department of labor, labor-management website.”

Filing and Contact Details

Filer

Filer Name
Iatse Local 728
EIN
95-0865931
In Care Of
% MARTIN WEEKS
Phone
8189540728
Address
1001 W MAGNOLIA BLVD, BURBANK, CA 91506

Signing Officer

Name
Pascal M Guillemard
Title
Treasurer
Phone
8189540728
Signed
2025-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Weeks
Formed
1939
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
6
Employees
41
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Alexandra Chernyak
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting standards require management to evaluate tax positions taken by the local union and recognize a tax liability if the local union has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The local union is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 676 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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