Civic Intelligence

Internatl Longshoremen & Warehouse 46

990 • Fiscal year 2014 • EIN 95-1209184

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 01, 2015

P O Box 100Port Hueneme, CA 93041

(805) 488-2944

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

66th percentile

$5,466

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

99th percentile

448%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

31%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$45,610

Up $37,288 (+448%) from 2013

Net Assets

Up

$45,610

Up $37,288 (+448%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$319,933

Up $74,876 (+31%) from 2013

Expenses

Up

$282,645

Up $36,523 (+15%) from 2013

Net Income

Up

$37,288

Up $38,353 (+3601%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $15,236Liabilities 2011: $02011Assets 2012: $9,387Liabilities 2012: $0Net Assets 2012: $9,3872012Assets 2013: $8,322Liabilities 2013: $0Net Assets 2013: $8,3222013Assets 2014: $45,610Liabilities 2014: $0Net Assets 2014: $45,6102014Assets 2015: $67,932Liabilities 2015: $0Net Assets 2015: $67,9322015Assets 2016: $107,450Liabilities 2016: $0Net Assets 2016: $107,4502016Assets 2017: $126,163Liabilities 2017: $0Net Assets 2017: $126,1632017Assets 2018: $134,196Liabilities 2018: $0Net Assets 2018: $134,1962018Assets 2019: $170,752Liabilities 2019: $0Net Assets 2019: $170,7522019Assets 2020: $177,547Liabilities 2020: $0Net Assets 2020: $177,5472020Assets 2021: $253,882Liabilities 2021: $0Net Assets 2021: $253,8822021Assets 2022: $266,217Liabilities 2022: $0Net Assets 2022: $266,2172022Assets 2023: $255,625Liabilities 2023: $0Net Assets 2023: $255,6252023Assets 2024: $248,480Liabilities 2024: $0Net Assets 2024: $248,4802024

Highlighted filing

2014

Assets$45,610
Liabilities$0
Net Assets$45,610

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $192,296Expenses 2011: $210,518Net Income 2011: -$18,2222011Revenue 2012: $259,310Expenses 2012: $265,159Net Income 2012: -$5,8492012Revenue 2013: $245,057Expenses 2013: $246,122Net Income 2013: -$1,0652013Revenue 2014: $319,933Expenses 2014: $282,645Net Income 2014: $37,2882014Revenue 2015: $267,039Expenses 2015: $244,717Net Income 2015: $22,3222015Revenue 2016: $270,376Expenses 2016: $230,858Net Income 2016: $39,5182016Revenue 2017: $272,993Expenses 2017: $254,280Net Income 2017: $18,7132017Revenue 2018: $318,565Expenses 2018: $310,532Net Income 2018: $8,0332018Revenue 2019: $348,386Expenses 2019: $311,830Net Income 2019: $36,5562019Revenue 2020: $329,552Expenses 2020: $322,757Net Income 2020: $6,7952020Revenue 2021: $373,049Expenses 2021: $296,714Net Income 2021: $76,3352021Revenue 2022: $394,182Expenses 2022: $381,847Net Income 2022: $12,3352022Revenue 2023: $400,051Expenses 2023: $410,643Net Income 2023: -$10,5922023Revenue 2024: $401,800Expenses 2024: $408,945Net Income 2024: -$7,1452024

Highlighted filing

2014

Revenue$319,933
Expenses$282,645
Net Income$37,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 1, 2015
Return Version
2014v5.0
Gross Receipts
$319,933
Mission and Program Overview

Mission

Labor union to organize and represent longshoremen and warehouse workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,322$45,610▲ $37,288
Savings and Temporary Cash Investments$7,136$43,480▲ $36,344
Land, Buildings, and Equipment, Net$979$1,777▲ $798
Intangible Assets-$146-
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,322$45,610▲ $37,288
Other Assets Total$207$207→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,322$45,610▲ $37,288
Total Liabilities and Net Assets / Fund Balance$8,322$45,610▲ $37,288

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,777$7,888$9,665
Other Land Buildings-$3,504$3,504
Compensation and Service Providers

Employees

NameTitleBaseTotal
Mario FrancoVice President$5,466$5,466
Larry CarltonTrustee$1,750$1,750
Warren SheltonSecretary/treas$1,347$1,347
Magdeleno FloresPresident$635$635

Board Members and Trustees

NameTitle
Charlene ValdiviaTrustee
John MerrillTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$319,929
Investment Income
$4
Other Revenue
$0
Change in Net Assets
$37,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$273,447
Salaries, Compensation, and Employee Benefits$9,198
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$177,579
Fees for Services Legal---$65,260
Current Officers, Directors, Trustees, and Key Employees---$9,198
Fees for Services Accounting---$5,983
Office Expenses---$5,529
Travel---$1,871
Insurance---$1,088
Other Expenses---$675
All Other Expenses---$629
Depreciation Depletion---$569
Total Functional Expenses$0$0$0$282,645
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

International longshoremen & warehouse local 46 had 151 paid members at december 31, 2014. Members are qualified to perform the duties necessary for general longshore work.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Membership annually elects its officers. A monthly meeting of the full membership is held, at which time the officers present reports to the full membership.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The general membership must approve changes to the Constitution or By-Laws, dues and assessments, and approve other actions such as authorization for action against their employers.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 reviewed by officers of the local.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Officers and members of Local 46 are expected to abide by the Constitution and By-Laws of the organization. Any member of the union who has information relative to any action of another member, which action may discredit the union, must report such action in writing to the Secretary, who shall notify the person whose conduct is in question that a charge is pending against him. The charge shall be read at the next general membership meeting after its receipt by the Secretary. The By-Laws outline the procedure to follow to deal with such allogations.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Local 46 does not have a paid ceo or executive director. Officers and members are paid a stipend for attending various meetings per the bylaws.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Officers of Local 46 are not paid a salary by the Local. Officers and other members attending various meetings are paid a stipend as set by the membership.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All members of the local are given a copy of the bylaws and have access to the financial statements upon request.

Filing and Contact Details

Filer

Filer Name
Internatl Longshoremen & Warehouse 46
EIN
95-1209184
Phone
8054882944
Address
P O BOX 100, PORT HUENEME, CA 93041

Signing Officer

Name
Warren Shelton
Title
Secretary/treas
Signed
2015-06-01
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Soares Sandall Bernacchi and Petrovich Llp
Address
405 E ESPLANADE DR STE 300, OXNARD, CA 93036-2116
Preparer
Richard C Heldwein
Phone
8054857965
Raw XML Appendix337 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/PersonNm1CHARLENE VALDIVIA
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN MERRILL
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTERNATIONAL LONGSHOREMEN & WAREHOUSE LOCAL 46 HAD 151 PAID MEMBERS AT DECEMBER 31, 2014. MEMBERS ARE QUALIFIED TO PERFORM THE DUTIES NECESSARY FOR GENERAL LONGSHORE WORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP ANNUALLY ELECTS ITS OFFICERS. A MONTHLY MEETING OF THE FULL MEMBERSHIP IS HELD, AT WHICH TIME THE OFFICERS PRESENT REPORTS TO THE FULL MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The general membership must approve changes to the Constitution or By-Laws, dues and assessments, and approve other actions such as authorization for action against their employers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 REVIEWED BY OFFICERS OF THE LOCAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Officers and members of Local 46 are expected to abide by the Constitution and By-Laws of the organization. Any member of the union who has information relative to any action of another member, which action may discredit the union, must report such action in writing to the Secretary, who shall notify the person whose conduct is in question that a charge is pending against him. The charge shall be read at the next general membership meeting after its receipt by the Secretary. The By-Laws outline the procedure to follow to deal with such allogations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LOCAL 46 DOES NOT HAVE A PAID CEO OR EXECUTIVE DIRECTOR. OFFICERS AND MEMBERS ARE PAID A STIPEND FOR ATTENDING VARIOUS MEETINGS PER THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Officers of Local 46 are not paid a salary by the Local. Officers and other members attending various meetings are paid a stipend as set by the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL MEMBERS OF THE LOCAL ARE GIVEN A COPY OF THE BYLAWS AND HAVE ACCESS TO THE FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08322
IRS990/TotalAssetsEOYAmt045610
IRS990/TotalAssetsGrp/BOYAmt08322
IRS990/TotalAssetsGrp/EOYAmt045610
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08322
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt045610
IRS990/TotalProgramServiceExpensesAmt0282645
IRS990/TotalProgramServiceRevenueAmt0319929
IRS990/TotalReportableCompFromOrgAmt09198
IRS990/TotalRevenueGrp/ExclusionAmt04
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0319929
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0319933
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08322
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt045610
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt01871
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WARREN SHELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERNATL LONGSHOREMEN & WAREHOUSE 46
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0951209184
ReturnHeader/Filer/PhoneNum08054882944
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 100
ReturnHeader/Filer/USAddress/CityNm0PORT HUENEME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOARES SANDALL BERNACCHI AND PETROVICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 E ESPLANADE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXNARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0930362116
ReturnHeader/PreparerPersonGrp/PhoneNum08054857965
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard C Heldwein
ReturnHeader/ReturnTs02015-06-01T15:06:41-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$2.48$0.00$2.48$4.02$4.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$4.00$4.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$3.94$3.82$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$3.73$2.97$0.76
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$3.30$3.23$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$3.48$3.12$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$3.19$3.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$2.73$2.54$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$2.70$2.31$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$2.67$2.45$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$3.20$2.83$0.37
2013Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.45$2.46$0.01
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$2.59$2.65$0.06
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$1.92$2.11$0.18