Civic Intelligence

Communications Workers of America

EIN 95-6071675 • 501(c)5 • Camarillo, CA

Profile

To provide representation to members in matters related to employment in accordance with the collective bargaining agreement and the fair employment standards.

321 N Aviador Street Ste 101ACamarillo, CA 93010

www.cwa9575.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.03x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-90%

Higher net margin than 1% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$71,161

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 33.9% of source-year revenue.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

3.1%

Faster asset growth than 41% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-10%

Faster revenue growth than 11% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,010,114

Up $30,312 (+3.1%) from 2023

Liabilities

Down

$6,063

Down $4,103 (-40%) from 2023

Net Assets

Up

$1,004,051

Up $34,415 (+3.5%) from 2023

Revenue

Down

$209,923

Down $24,051 (-10%) from 2023

Expenses

Up

$399,855

Up $974 (+0.2%) from 2023

Net Income

Down

-$189,932

Down $25,025 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $462,935Liabilities 2011: $397Net Assets 2011: $462,5382011Assets 2012: $493,597Liabilities 2012: $1,272Net Assets 2012: $492,3252012Assets 2013: $474,925Liabilities 2013: $4,317Net Assets 2013: $470,6082013Assets 2014: $481,811Liabilities 2014: $392Net Assets 2014: $481,4192014Assets 2015: $421,917Liabilities 2015: $218Net Assets 2015: $421,6992015Assets 2016: $426,752Liabilities 2016: $192Net Assets 2016: $426,5602016Assets 2017: $1,357,142Liabilities 2017: $4,015Net Assets 2017: $1,353,1272017Assets 2018: $1,308,463Liabilities 2018: $74Net Assets 2018: $1,308,3892018Assets 2019: $1,236,943Liabilities 2019: $40Net Assets 2019: $1,236,9032019Assets 2020: $1,228,974Liabilities 2020: $0Net Assets 2020: $1,228,9742020Assets 2021: $1,395,673Liabilities 2021: $265Net Assets 2021: $1,395,4082021Assets 2022: $993,069Liabilities 2022: $4,179Net Assets 2022: $988,8902022Assets 2023: $979,802Liabilities 2023: $10,166Net Assets 2023: $969,6362023Assets 2024: $1,010,114Liabilities 2024: $6,063Net Assets 2024: $1,004,0512024

Highlighted filing

2024

Assets$1,010,114
Liabilities$6,063
Net Assets$1,004,051

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $390,156Expenses 2011: $364,450Net Income 2011: $25,7062011Revenue 2012: $359,783Expenses 2012: $363,379Net Income 2012: -$3,5962012Revenue 2013: $386,383Expenses 2013: $414,678Net Income 2013: -$28,2952013Revenue 2014: $365,657Expenses 2014: $363,702Net Income 2014: $1,9552014Revenue 2015: $299,402Expenses 2015: $336,717Net Income 2015: -$37,3152015Revenue 2016: $265,736Expenses 2016: $271,969Net Income 2016: -$6,2332016Revenue 2017: $1,200,194Expenses 2017: $315,446Net Income 2017: $884,7482017Revenue 2018: $275,698Expenses 2018: $360,976Net Income 2018: -$85,2782018Revenue 2019: $341,488Expenses 2019: $366,698Net Income 2019: -$25,2102019Revenue 2020: $274,310Expenses 2020: $340,228Net Income 2020: -$65,9182020Revenue 2021: $240,886Expenses 2021: $305,597Net Income 2021: -$64,7112021Revenue 2022: $235,631Expenses 2022: $364,744Net Income 2022: -$129,1132022Revenue 2023: $233,974Expenses 2023: $398,881Net Income 2023: -$164,9072023Revenue 2024: $209,923Expenses 2024: $399,855Net Income 2024: -$189,9322024

Highlighted filing

2024

Revenue$209,923
Expenses$399,855
Net Income-$189,932

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.00$0.21$0.40$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.23$0.40$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.24$0.36$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.24$0.31$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.27$0.34$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.34$0.37$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.28$0.36$0.09
2017Summary only. Only limited summary data is available for this year.$1.36$0.00$1.35$1.20$0.32$0.88
2016Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.27$0.27$0.01
2015Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.30$0.34$0.04
2014Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.37$0.36$0.00
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.39$0.41$0.03
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.36$0.36$0.00
2011Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.39$0.36$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Gross Receipts
$209,923
Mission and Program Overview

Mission

To provide representation to members in matters related to employment in accordance with the collective bargaining agreement and the fair employment standards.

The local's primary function includes representing members in matters related to employee-employer relations, including, but not limited to wages, hours and other terms and conditions of employment and to protect and preserve the union as an institution in the performance of its legal and contractual obligations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$923,522$942,734▲ $19,212
Cash and Non-Interest-Bearing Accounts$41,664$54,948▲ $13,284
Land, Buildings, and Equipment, Net$10,377$8,192▼ $2,185
Savings and Temporary Cash Investments$2,003$2,004▲ $1
Total Assets$979,802$1,010,114▲ $30,312
Other Assets Total$2,236$2,236→ $0
Liabilities
Accounts Payable and Accrued Expenses$9,736--
Other Liabilities$430$6,063▲ $5,633
Total Liabilities$10,166$6,063▼ $4,103
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$969,636$1,004,051▲ $34,415
Total Net Assets Fund Balance$969,636$1,004,051▲ $34,415
Total Liabilities and Net Assets / Fund Balance$979,802$1,010,114▲ $30,312

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,192$77,117$85,309
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lisa ShaferPresidentPT$71,161$71,161
Andrea BalentineExecutive VPPT$49,155$49,155
Joseph ManserSecretary TrPT$37,073$37,073
Timothy Aragon-bostonExecutive Bo-$5,667$5,667
Claire KellyExecutive Bo-$1,481$1,481
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$195,651
Investment Income
$14,194
Other Revenue
$78
Change in Net Assets
$-189,932

Audited Revenue Reconciliation

Revenue per Audited Statements
$209,923
Revenue Not Reported on Form 990
$224,347
Total Revenue per Audited Statements
$434,270
Total Revenue per Form 990
$209,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$274,804
Other Expenses$125,051
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$165,232
Other Salaries and Wages---$77,424
Travel---$32,275
Occupancy---$30,652
Office Expenses---$20,474
Payroll Taxes---$19,289
Fees for Services Accounting---$18,050
Other Employee Benefits---$12,859
Fees for Service Investment Mgmnt Fees---$9,341
Insurance---$5,722
Depreciation Depletion---$2,184
Conferences and Meetings---$1,506
Other Expenses---$520
Total Functional Expenses$0$0$0$399,855

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$399,855
Total Expenses per Audited Statements$399,855
Total Expenses per Form 990$399,855
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes & Withholdings Payable$6,063
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
No
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

Form 990, Page 6, Part VI, Line 6

The organization is a membership organization. Members are made up of employees represented under a collective bargaining agreement.

Form 990, Page 6, Part VI, Line 7A

Any person eligible for membership in the communications workers of america as defined in the union constitution, shall be eligible for membership in the local if performing work within the local's assigned jurisdiction, or if employed on a part-time full-time basis by the union. Each member shall pay minimum dues in the amount established by the communications workers of america in the union constitution. Membership dues may be raised above the minimum set by the cwa constitution by two-thirds majority of the membership.

Form 990, Page 6, Part VI, Line 7B

The affairs of this local shall be governed by its membership in accordance with the constitution and policies of the union in the following manner: (a) through action taken in membership meetings and by referendum of the membership. (b) by actions and decisions of the executive board between membership meetings. (c) by actions and decisions of the local officers between membership meetings and meetings of the executive board. (d) by the decision of the membership to overrule any actions or decisions of the local officers between membership meetings and meetings of the executive board, either at the local meeting or by referendum.

Form 990, Page 6, Part VI, Line 11B

The organization's secretary-treasurer reviews the form 990 prior to filing.

Form 990, Page 6, Part VI, Line 19

Financial information and governing documentation are made publicly available on the form lm-2, electronically filed with the department of labor, on the office of labor-management standards website. Any other request for financial information is made available upon request.

Filing and Contact Details

Filer

Filer Name
Communication Workers of America
EIN
95-6071675
Phone
8059877557
Address
321 N AVIADOR STREET STE 101A, CAMARILLO, CA 93010

Signing Officer

Name
Joseph Manser
Title
Secretary Treasurer
Phone
8059877557
Signed
2025-06-11

Organization Details

Principal Officer
Lisa Shafer
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
12

Preparer

Firm
Ybarra & Associates
Address
10370 COMMERCE CENTER DR STE 205, RANCHO CUCAMONGA, CA 91730
Preparer
Patricia Ybarra CPA
Phone
9099890788
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The local's primary function includes representing members in matters related to employee-employer relations, including, but not limited to wages, hours and other terms and conditions of employment and to protect and preserve the union as an institution in the performance of its legal and contractual obligations.

Form 990, Page 2, Part III, Line 4D

Provide representation to members in matters related to employment to establish proper wages, conditions and hours of employment through the process of collective bargaining with employers and to fulfill and require observance thereof.

Raw XML Appendix300 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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IRS990ScheduleD/TotalExpensesPerForm990Amt0399855
IRS990ScheduleD/TotalLiabilityAmt06063
IRS990ScheduleD/TotalRevenuePerForm990Amt0209923
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0434270
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0399855
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LOCAL'S PRIMARY FUNCTION INCLUDES REPRESENTING MEMBERS IN MATTERS RELATED TO EMPLOYEE-EMPLOYER RELATIONS, INCLUDING, BUT NOT LIMITED TO WAGES, HOURS AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT AND TO PROTECT AND PRESERVE THE UNION AS AN INSTITUTION IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE REPRESENTATION TO MEMBERS IN MATTERS RELATED TO EMPLOYMENT TO ESTABLISH PROPER WAGES, CONDITIONS AND HOURS OF EMPLOYMENT THROUGH THE PROCESS OF COLLECTIVE BARGAINING WITH EMPLOYERS AND TO FULFILL AND REQUIRE OBSERVANCE THEREOF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION. MEMBERS ARE MADE UP OF EMPLOYEES REPRESENTED UNDER A COLLECTIVE BARGAINING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY PERSON ELIGIBLE FOR MEMBERSHIP IN THE COMMUNICATIONS WORKERS OF AMERICA AS DEFINED IN THE UNION CONSTITUTION, SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE LOCAL IF PERFORMING WORK WITHIN THE LOCAL'S ASSIGNED JURISDICTION, OR IF EMPLOYED ON A PART-TIME FULL-TIME BASIS BY THE UNION. EACH MEMBER SHALL PAY MINIMUM DUES IN THE AMOUNT ESTABLISHED BY THE COMMUNICATIONS WORKERS OF AMERICA IN THE UNION CONSTITUTION. MEMBERSHIP DUES MAY BE RAISED ABOVE THE MINIMUM SET BY THE CWA CONSTITUTION BY TWO-THIRDS MAJORITY OF THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AFFAIRS OF THIS LOCAL SHALL BE GOVERNED BY ITS MEMBERSHIP IN ACCORDANCE WITH THE CONSTITUTION AND POLICIES OF THE UNION IN THE FOLLOWING MANNER: (A) THROUGH ACTION TAKEN IN MEMBERSHIP MEETINGS AND BY REFERENDUM OF THE MEMBERSHIP. (B) BY ACTIONS AND DECISIONS OF THE EXECUTIVE BOARD BETWEEN MEMBERSHIP MEETINGS. (C) BY ACTIONS AND DECISIONS OF THE LOCAL OFFICERS BETWEEN MEMBERSHIP MEETINGS AND MEETINGS OF THE EXECUTIVE BOARD. (D) BY THE DECISION OF THE MEMBERSHIP TO OVERRULE ANY ACTIONS OR DECISIONS OF THE LOCAL OFFICERS BETWEEN MEMBERSHIP MEETINGS AND MEETINGS OF THE EXECUTIVE BOARD, EITHER AT THE LOCAL MEETING OR BY REFERENDUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S SECRETARY-TREASURER REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FINANCIAL INFORMATION AND GOVERNING DOCUMENTATION ARE MADE PUBLICLY AVAILABLE ON THE FORM LM-2, ELECTRONICALLY FILED WITH THE DEPARTMENT OF LABOR, ON THE OFFICE OF LABOR-MANAGEMENT STANDARDS WEBSITE. ANY OTHER REQUEST FOR FINANCIAL INFORMATION IS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0979802
IRS990/TotalAssetsEOYAmt01010114
IRS990/TotalAssetsGrp/BOYAmt0979802
IRS990/TotalAssetsGrp/EOYAmt01010114
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0399855
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010166
IRS990/TotalLiabilitiesEOYAmt06063
IRS990/TotalLiabilitiesGrp/BOYAmt010166
IRS990/TotalLiabilitiesGrp/EOYAmt06063
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0969636
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01004051
IRS990/TotalProgramServiceRevenueAmt0195651
IRS990/TotalReportableCompFromOrgAmt0164537
IRS990/TotalRevenueGrp/ExclusionAmt014194
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0195729
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0209923
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0979802
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01010114
IRS990/TravelGrp/TotalAmt032275
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0321 N AVIADOR ST STE 101A
IRS990/USAddress/CityNm0CAMARILLO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093010
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.CWA9575.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MANSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08059877557
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNICATION WORKERS OF AMERICA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 9575
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0956071675
ReturnHeader/Filer/PhoneNum08059877557
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 N AVIADOR STREET STE 101A
ReturnHeader/Filer/USAddress/CityNm0CAMARILLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872683828
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YBARRA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010370 COMMERCE CENTER DR STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09099890788
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA YBARRA CPA
ReturnHeader/ReturnTs02025-06-11T13:58:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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