Civic Intelligence

Unite Here Local 11

990 • Fiscal year 2013 • EIN 95-2938571

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

464 Lucas Ave Ste 201Suite90017-2074

(213) 481-8530

Siviq Scores

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

Liabilities / Assets

81st percentile

0.31x

Higher debt load relative to assets than 81% of similar nonprofits.

2013 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

0.32x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2013

Net Margin

41st percentile

3.4%

Higher net margin than 41% of similar nonprofits.

2013 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

11th percentile

$124,597

Higher top officer pay than 11% of similar nonprofits.

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

2013 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2013

Asset Growth

53rd percentile

5.9%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

74th percentile

8.1%

Faster revenue growth than 74% of similar nonprofits.

2013 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2010 to 2013

Assets

Up

$12,118,668

Up $675,716 (+5.9%) from 2012

Net Assets

Up

$8,360,229

Up $412,566 (+5.2%) from 2012

Liabilities

Up

$3,758,439

Up $263,150 (+7.5%) from 2012

Revenue

$11,733,121

No earlier filing loaded for comparison.

Expenses

Up

$11,338,328

Up $164,062 (+1.5%) from 2012

Net Income

$394,793

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $9,331,422Liabilities 2010: $2,539,538Net Assets 2010: $6,791,8842010Assets 2011: $11,697,877Liabilities 2011: $3,272,267Net Assets 2011: $8,425,6102011Assets 2012: $11,442,952Liabilities 2012: $3,495,289Net Assets 2012: $7,947,6632012Assets 2013: $12,118,668Liabilities 2013: $3,758,439Net Assets 2013: $8,360,2292013Assets 2014: $10,712,358Liabilities 2014: $1,974,273Net Assets 2014: $8,738,0852014Assets 2015: $11,302,899Liabilities 2015: $2,131,954Net Assets 2015: $9,170,9452015Assets 2016: $12,959,962Liabilities 2016: $2,331,355Net Assets 2016: $10,628,6072016Assets 2017: $15,167,291Liabilities 2017: $2,280,288Net Assets 2017: $12,887,0032017Assets 2018: $15,418,886Liabilities 2018: $2,512,523Net Assets 2018: $12,906,3632018Assets 2019: $17,488,996Liabilities 2019: $2,421,417Net Assets 2019: $15,067,5792019Assets 2020: $24,814,512Liabilities 2020: $4,702,418Net Assets 2020: $20,112,0942020Assets 2021: $28,361,092Liabilities 2021: $6,897,692Net Assets 2021: $21,463,4002021Assets 2022: $32,316,621Liabilities 2022: $16,901,499Net Assets 2022: $15,415,1222022Assets 2023: $26,643,987Liabilities 2023: $15,580,274Net Assets 2023: $11,063,7132023Assets 2024: $26,667,414Liabilities 2024: $15,045,894Net Assets 2024: $11,621,5202024

Highlighted filing

2013

Assets$12,118,668
Liabilities$3,758,439
Net Assets$8,360,229

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2010: $9,282,420Expenses 2010: $9,911,462Net Income 2010: -$629,0422010Expenses 2011: $10,205,8242011Expenses 2012: $11,174,2662012Revenue 2013: $11,733,121Expenses 2013: $11,338,328Net Income 2013: $394,7932013Revenue 2014: $12,029,535Expenses 2014: $11,647,946Net Income 2014: $381,5892014Revenue 2015: $14,305,320Expenses 2015: $13,662,710Net Income 2015: $642,6102015Revenue 2016: $15,754,088Expenses 2016: $14,566,721Net Income 2016: $1,187,3672016Revenue 2017: $17,094,739Expenses 2017: $15,277,842Net Income 2017: $1,816,8972017Revenue 2018: $19,460,885Expenses 2018: $18,733,114Net Income 2018: $727,7712018Revenue 2019: $20,260,562Expenses 2019: $18,817,945Net Income 2019: $1,442,6172019Revenue 2020: $15,804,610Expenses 2020: $11,296,324Net Income 2020: $4,508,2862020Revenue 2021: $15,026,744Expenses 2021: $13,826,493Net Income 2021: $1,200,2512021Revenue 2022: $16,777,429Expenses 2022: $19,298,042Net Income 2022: -$2,520,6132022Revenue 2023: $24,126,815Expenses 2023: $31,161,701Net Income 2023: -$7,034,8862023Revenue 2024: $28,034,771Expenses 2024: $28,008,560Net Income 2024: $26,2112024

Highlighted filing

2013

Revenue$11,733,121
Expenses$11,338,328
Net Income$394,793
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Gross Receipts
$12,542,955
Mission and Program Overview

Mission

Unite members into one organization for the purpose of improving economic conditions through collective bargaining and to promote education and social awareness of its membership.

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,345,451$5,268,259▼ $77,192
Cash and Non-Interest-Bearing Accounts$2,142,330$2,872,689▲ $730,359
Investments in Publicly Traded Securities$1,449,681$2,245,691▲ $796,010
Accounts Receivable$1,009,871$1,041,059▲ $31,188
Savings and Temporary Cash Investments$377,296$369,032▼ $8,264
Investments Other Securities$1,098,760$306,700▼ $792,060
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 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$11,442,952$12,118,668▲ $675,716
Other Assets Total$19,563$15,238▼ $4,325
Liabilities
Accounts Payable and Accrued Expenses$2,497,892$2,867,434▲ $369,542
Mortgage Notes Payable Secured by Investment Property$856,944$830,402▼ $26,542
Other Liabilities$140,453$60,603▼ $79,850
Grants Payable$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$3,495,289$3,758,439▲ $263,150
Net Assets / Fund Balance
Unrestricted Net Assets$7,947,663$8,360,229▲ $412,566
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$7,947,663$8,360,229▲ $412,566
Total Liabilities and Net Assets / Fund Balance$11,442,952$12,118,668▲ $675,716

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,023,263$1,252,970$5,276,233
Land$1,207,406-$1,207,406
Equipment$37,590$101,398$138,988
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan MinatoExec. Vice PresidentFT-$124,597$124,597
Thomas WalshPresidentFT-$117,795$117,795
Ada BricenoSECRETARY-tREASURERFT$77,805$16,753$94,558
Austin LynchExecutive BoardFT$64,761$18,066$82,827
Edward ChavezExecutive BoardFT$57,154$15,357$72,511
Martin LopezRecording SecretaryFT$54,702$16,753$71,455
Lori CondinusVice PresidentFT$45,052$16,753$61,805
Emma WorthingtonExecutive BoardFT$45,106$13,769$58,875
Ignacio RuizExecutive BoardPT$2,037-$2,037
Martin HernandezExecutive BoardPT$1,343-$1,343
Marlene MendozaVice PresidentPT$1,328-$1,328
Herminda GilExecutive BoardPT$1,211-$1,211
Jacqueline MartinExecutive BoardPT$1,200-$1,200
Kristine PaniaguaExecutive BoardPT$1,200-$1,200
Jose Luis AcostaVice PresidentPT$1,112-$1,112
Denise EdwardsTrusteePT$1,079-$1,079
Juan ArevaloExecutive BoardPT$900-$900
Margarita RubioTrusteePT$728-$728
Damian HolguinExecutive BoardPT$700-$700
Ana CortezExecutive BoardPT$464-$464
Armando GarciaChair of TrusteesPT$100-$100

Board Members and Trustees

NameTitle
Martha SantamariaVice President
Kristin ReegExecutive Board
Donald WilsonChaplain

Highest Paid Contractors

ContractorServicesLocationCompensation
David Cowell Bowe Law FirmLegal Counsel-$264,056
miller kaplan arase llpaudit & info. return-$117,440
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,432,825
Investment Income
$-6,519
Other Revenue
$1,306,815
Change in Net Assets
$394,793

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,733,121
Revenue Not Reported on Form 990
$17,773
Total Revenue per Audited Statements
$11,750,894
Total Revenue per Form 990
$11,733,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,150,007
Salaries, Compensation, and Employee Benefits$5,176,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$3,981,497
Other Salaries and Wages---$3,141,473
Other Employee Benefits---$896,310
Current Officers, Directors, Trustees, and Key Employees---$455,433
Pension Plan Contributions---$378,344
Travel---$359,966
Payroll Taxes---$304,612
Fees for Services Legal---$299,986
Occupancy---$274,153
Other Expenses---$227,115
Office Expenses---$221,515
Depreciation Depletion---$163,516
Fees for Services Accounting---$120,219
All Other Expenses---$87,725
Fees for Services Other---$64,055
Insurance---$50,119
Information Technology---$29,035
Benefits to Members---$12,149
Fees for Service Investment Mgmnt Fees---$6,371
Interest---$5,496
Total Functional Expenses$0$0$0$11,338,328

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,338,328
Total Expenses per Audited Statements$11,338,328
Total Expenses per Form 990$11,338,328
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Thomas Walsh--No$87,500
Los Angeles Alliance for a New EconDirectorOrganizing ExpensesNo$0

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
International Union Loan Payable$55,490
Security Deposits$5,113
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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
Filing and Contact Details

Filer

EIN
95-2938571
In Care Of
% THOMAS WALSH
Phone
2134818530

Signing Officer

Name
Ada F Briceno
Title
Secretary-treasurer
Phone
2134818530
Signed
2014-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Walsh
Formed
1923
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
3
Employees
222
Volunteers
0

Preparer

Preparer
Miller Kaplan Arase Llp
Phone
8187692010
Supplemental Narrative

Additional Explanations

Unite Members Into One Organization for the Purpose of Improving

ECONOMIC CONDITIONS THROUGH COLLECTIVE BARGAINING AND TO PROMOTE EDUCATION AND SOCIAL AWARENESS OF ITS MEMBERSHIP. PART VI, LINES 6, 7A AND 7B: THE VOTING MEMBers OF THE LOCAL UNION ARE REGULAR 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 11B: FORM 990 WAS DISTRIBUTED TO ALL LOCAL UNION OFFICERS AND REVIEWED DURING THE EXECUTIVE BOARD MEETING BEFORE IT WAS FILED. PART VI, LINE 12C: OFFICERS ARE REQUIRED TO NOTIFY THE LOCAL UNION OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINES 15A AND 15B: COMPENSATION TO OFFICERS IS APPROVED BY THE MEMBERSHIP AND DESCRIBED IN THE LOCAL UNION'S BY-LAWS. PART VI, LINE 19: the LOCAL UNION'S BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE LOCAL UNION'S OFFICE AND ARE AVAILABLE UPON REQUEST.

Financial Statement Notes

The Local Union has adopted guidance on accounting for uncertainty in

income taxes issued by the Financial Accounting Standards Board. Management believes that the Local Union has taken no uncertain tax positions that require adjustment to the financial statements in order to comply with the provisions of this guidance. Information returns filed by the Local Union are subject to examination by authorities.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR OF TRUSTEES
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt16CHAPLAIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE BOARD
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$15.0$11.6$28.0$28.0$0.03
2023Summary only. Only limited summary data is available for this year.$26.6$15.6$11.1$24.1$31.2$7.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.3$16.9$15.4$16.8$19.3$2.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$6.90$21.5$15.0$13.8$1.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$4.70$20.1$15.8$11.3$4.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$2.42$15.1$20.3$18.8$1.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$2.51$12.9$19.5$18.7$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$2.28$12.9$17.1$15.3$1.82
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$2.33$10.6$15.8$14.6$1.19
2015Detailed filing. Detailed filing data is available for this year.$11.3$2.13$9.17$14.3$13.7$0.64
2014Detailed filing. Detailed filing data is available for this year.$10.7$1.97$8.74$12.0$11.6$0.38
2013Detailed filing. Detailed filing data is available for this year.$12.1$3.76$8.36$11.7$11.3$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$3.50$7.95$11.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$3.27$8.43$10.2
2010Summary only. Only limited summary data is available for this year.$9.33$2.54$6.79$9.28$9.91$0.63
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)5 • $10M-$25M nonprofits