American Postal Workers Union FY2022 filing

Not tax-deductible

Reynoldsburg, OH501(c)(5)EIN 31-0829611Revenue $572K in FY2022

On file with the IRS610 Lancaster Ave, 43068-1127 · Reynoldsburg, OHTax-exempt since Nov 1973

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Provide representation for bargaining unit employees in the clerk, maintenance, and motor vehicle crafts of the usps concerning the interpretation and enforcement of the collective bargaining agreement between the usps and the American Postal Workers Union.

100¢ of each $1 spent went to programs.
$221K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $60K a year · 10% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$221K
to officers and key staff · 41% of spending
Concern: pay to officers and key staff is 41% of spending; over 30%.
Pt VII · Sec A
11 mo
of spending, in cash
Looks good: 11.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$11K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1100 voting members
Concern: none of 1100 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$572K
+6% vs prior year
Spent
$533K
To programs
100%
Net assets
$1.2M
By yearFY2020–FY2024
Revenue
$572K
FY2022▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$514K
FY2021$540K
FY2022$572K
FY2023$611K
FY2024$656K
Expenses
$533K
FY2022▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$414K
FY2021$462K
FY2022$533K
FY2023$556K
FY2024$626K
Net assets
$1.2M
FY2022▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.1M
FY2022$1.2M
FY2023$1.2M
FY2024$1.3M

From the FY2022 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1973.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $533K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

45 people listed on the 990; $221K paid to officers and key staff.

Part VII, Section A · reportable compensation
$92,662Pt VII · Sec A
Office Secre
$38,131Pt VII · Sec A
Secretary/Tr
$19,656Pt VII · Sec A
Craft Direct
$12,852Pt VII · Sec A
Vice Preside
$6,595Pt VII · Sec A
Craft Direct
$4,280Pt VII · Sec A
Asst Craft D
$3,545Pt VII · Sec A
Chief Stewar
$3,342Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jennifer Sigmon$98,448$95,922$92,662$83,028$91,686
Kimberly Ference——$38,131$37,400$37,526
Angela Lyshe$25,783$25,177$19,656$19,420$18,332
Norma Quijas—$2,818$12,852$4,297$1,611
Ken Bradley$8,733$8,506$3,268$4,260$3,373
Richard Farrell$5,413$5,307$6,595$5,942$1,539
Xaviare Reed$6,579$3,747$4,280$1,956$688
Amobi Nwokejiobi$3,531$6,040$2,588$938—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See American Postal Workers Union executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for USPS workers in clerk, maintenance, and motor vehicle crafts regarding their union contract.

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1 program · in their own filed words · FY2022
01

Representation for bargaining unit employees was provided to those employees as needed.

Pt IX · col B

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$572K
Ln 12
Gifts and grantsLn 1h$543K
Other incomeLn 4–11$28K
Investment incomeLn 3$4K
Money outPt IX
$533K
Ln 25
Programscol B$533K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$489K
Total assetsLn 16$1.2M
LiabilitiesLn 26$11K
PeoplePt VI, VII
45
listed · VII A
PaidVII A45
Voting boardVI 1a1,100
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$543K
Investment incomeLn 3$4K
Other incomeLn 4–11$28K
Gains on assetsLn 7−$9K
Total revenueLn 12$572K
Assets in detailPt X, end of year
CashLn 1$489K
Cash and savings togetherLn 1–2$489K
InvestmentsLn 11–13$94K
Land, buildings, equipmentLn 10c$607K
Total assetsLn 16$1.2M
LiabilitiesLn 26$11K
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 544
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$444K$489K
InvestmentsLn 11–13$94K
Land, buildings, equipmentLn 10c$620K$607K
Total assetsLn 16$1.2M$1.2M
LiabilitiesLn 26$18K$11K
Net assetsLn 32$1.1M$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$222K$222K
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$21K$21K
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$1K$1K
Office expensesLn 13$24K$24K
OccupancyLn 16$15K$15K
TravelLn 17$4K$4K
Conferences, conventions and meetingsLn 19$22K$22K
Depreciation, depletion and amortizationLn 22$19K$19K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$160K$160K
All other expensesLn 24e$32K$32K
Total functional expensesLn 25$533K$533K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $656K$626K$30K$1.3M 990 PDF
FY2023 $611K$556K$56K$1.2M 990 PDF
FY2022 Viewing $572K$533K$39K$1.2M 990 PDF
FY2021 $540K$462K$78K$1.1M 990 PDF
FY2020 $514K$414K$100K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $571,752 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $508,352$543,317
I-9 Program service revenue$0
I-10 Investment incomePrior year $2,013−$4,722
I-11 Other revenuePrior year $29,269$33,157
I-12 Total revenuePrior year $539,634$571,752
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $228,793$245,229
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $232,709$287,712
I-18 Total expensesPrior year $461,502$532,941
I-19 Revenue less expensesPrior year $78,132$38,811
Part VI · Governance 0 of 1,100 board members independent, 5 to look at
VI-1a Voting members of the governing body1,100
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $571,752 across 7 lines filed
Lines not itemized here account for $710 of total revenue; see the IRS return.
VIII-1b Membership dues$523,739
VIII-1f All other contributions, gifts and grants$19,578
VIII-1h Total contributions, gifts and grants$543,317
VIII-3 Investment incomeRelated to mission $4,347$4,347
VIII-6 Net rental income or lossRelated to mission $32,447$32,447
VIII-7 Net gain or loss on sales of assetsRelated to mission −$9,069−$9,069
VIII-12 Total revenueRelated to mission $28,435$571,752
Part IX · Statement of functional expenses $532,941 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $222,347$222,347
IX-9 Other employee benefitsPrograms $2,294$2,294
IX-10 Payroll taxesPrograms $20,588$20,588
IX-11c Accounting feesPrograms $5,355$5,355
IX-11f Investment management feesPrograms $1,126$1,126
IX-13 Office expensesPrograms $23,640$23,640
IX-16 OccupancyPrograms $14,680$14,680
IX-17 TravelPrograms $3,694$3,694
IX-19 Conferences, conventions and meetingsPrograms $22,257$22,257
IX-22 Depreciation, depletion and amortizationPrograms $18,828$18,828
IX-23 InsurancePrograms $5,908$5,908
IX-24 Other expenses (24a–d)Programs $160,343$160,343
IX-24e All other expensesPrograms $31,881$31,881
IX-25 Total functional expensesPrograms $532,941 · Management $0 · Fundraising $0$532,941
Part X · Balance sheet $1,191,336 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $444,108$489,246
X-8 Inventories for sale or useStart of year $430$1,877
X-10c Land, buildings and equipment, netStart of year $620,410$606,683
X-11 Publicly traded securities$93,530
X-16 Total assetsStart of year $1,164,996$1,191,336
X-17 Accounts payable and accrued expensesStart of year $11,936$2,951
X-25 Other liabilitiesStart of year $5,839$7,838
X-26 Total liabilitiesStart of year $17,775$10,789
X-27 Net assets without donor restrictionsStart of year $1,147,221$1,180,547
X-32 Total net assets or fund balancesStart of year $1,147,221$1,180,547
X-33 Total liabilities and net assetsStart of year $1,164,996$1,191,336
Part XI · Reconciliation of net assets $1,180,547 net assets at year end
XI-1 Total revenue$571,752
XI-2 Total expenses$532,941
XI-3 Revenue less expenses$38,811
XI-4 Net assets at start of year$1,147,221
XI-5 Net unrealized gains (losses) on investments−$5,485
XI-10 Net assets at end of year$1,180,547

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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