American Postal Workers Union FY2022 filing

Not tax-deductible

Des Moines, IA501(c)(5)EIN 42-0835932Revenue $340K in FY2022

On file with the IRS1200 E Euclid Ave, 50316-1216 · Des Moines, IATax-exempt since Nov 1973

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Representation and education of our bargaining unit including the negotiation and implementation of the collective bargaining agreement.

$74K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

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
3 of 5
filings with a surplus
Average surplus $9K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$74K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 13 voting members
Concern: none of 13 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$340K
+4% vs prior year
Spent
$379K
To programs
0%
Net assets
$341K
By yearFY2020–FY2024
Revenue
$340K
FY2022▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$323K
FY2021$325K
FY2022$340K
FY2023$424K
FY2024$365K
Expenses
$379K
FY2022▲ +21%
Tap a bar for its year
Expenses by fiscal year
FY2020$297K
FY2021$313K
FY2022$379K
FY2023$368K
FY2024$374K
Net assets
$341K
FY2022▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$367K
FY2021$380K
FY2022$341K
FY2023$397K
FY2024$388K

From the FY2022 Form 990 · see the original

Form 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

Who runs it and what they're paid

13 people listed on the 990; $74K paid to officers and key staff.

Part VII, Section A · reportable compensation
Treasurer
$18,347Pt VII · Sec A
President
$14,644Pt VII · Sec A
Clerk Craft Director
$6,483Pt VII · Sec A
Vice-President
$6,236Pt VII · Sec A
Sergeant-At-Arms
$5,260Pt VII · Sec A
Recording Secretary
$5,174Pt VII · Sec A
$4,005Pt VII · Sec A
Maintenance Craft Director
$3,454Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Jon Arnold$4,400$11,558$18,347$15,366$15,447
Michael Bates$15,151$13,830$14,644$15,529$10,834
Julie Bates$5,862$5,249$6,483$8,500$11,128
Stephanie Grover$3,585$6,879———
Michael Gillespie$3,966$3,915$6,236$4,904$5,221
David Bostwick—$2,322$5,174$6,021$4,270
Jason Courtney$5,075$5,721———
Bryon Preminger$3,810$5,602———

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 workers by negotiating contracts and providing education.

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Provided by the organization

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3 programs · in their own filed words · FY2022
01

Organization of the bargaining unit through social functions, membership recruitment incentives, and sale or gift of organizational items.

Pt IX · col B
02

Education of and communication with members through printed matter, training programs, membership meetings, etc.

Pt IX · col B
03

Negotiation and implementation of the collective bargaining agreement including the arbitration of grievances.

Pt IX · col B

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$340K
Ln 12
Gifts and grantsLn 1h$318K
Other incomeLn 4–11$22K
Investment incomeLn 3$26
Money outPt IX
$379K
Ln 25
Owns and owesPt X
$341K
net assets · Ln 32
Cash and savingsLn 1–2$106K
Total assetsLn 16$345K
LiabilitiesLn 26$4K
PeoplePt VI, VII
13
listed · VII A
PaidVII A13
Voting boardVI 1a13
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$318K
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Investment incomeLn 3$26
Other incomeLn 4–11$22K
Gains on assetsLn 7$0
Total revenueLn 12$340K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$106K
Cash and savings togetherLn 1–2$106K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$239K
Other assetsLn 15$0
Total assetsLn 16$345K
LiabilitiesLn 26$4K
Net assetsLn 32$341K
OperationsPt I, VI
EmployeesI 543
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$146K$106K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$244K$239K
Total assetsLn 16$389K$345K
LiabilitiesLn 26$9K$4K
Net assetsLn 32$380K$341K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$74K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$96K
Pension plan contributionsLn 8$2K
Other employee benefitsLn 9$2K
Payroll taxesLn 10$14K
Management feesLn 11a$0
Legal feesLn 11b$2K
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$23K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$39K
TravelLn 17$42K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$3K
InterestLn 20$314
Payments to affiliatesLn 21$35K
Depreciation, depletion and amortizationLn 22$5K
Other expenses (24a–d)Ln 24$36K
All other expensesLn 24e$313
Total functional expensesLn 25$379K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $365K$374K−$9K$388K 990 PDF
FY2023 $424K$368K$56K$397K 990 PDF
FY2022 Viewing $340K$379K−$39K$341K 990 PDF
FY2021 $325K$313K$13K$380K 990 PDF
FY2020 $323K$297K$25K$367K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $339,907 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $306,488$317,720
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $31$26
I-11 Other revenuePrior year $18,758$22,161
I-12 Total revenuePrior year $325,277$339,907
I-13 Grants and similar amounts paidPrior year $5,750$5,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $155,178$187,823
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $151,688$185,758
I-18 Total expensesPrior year $312,616$378,581
I-19 Revenue less expensesPrior year $12,661−$38,674
Part VI · Governance 0 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
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-15a Process for setting top official's payNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $339,907 across 15 lines filed
Lines not itemized here account for $6,610 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$311,346
VIII-1c Fundraising events$0
VIII-1d Related organizations$6,374
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$317,720
VIII-3 Investment incomeRelated to mission $26 · Unrelated business $0 · Excluded from tax $0$26
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $250 · Unrelated business $0 · Excluded from tax $0$250
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $15,301 · Unrelated business $0 · Excluded from tax $0$15,301
VIII-12 Total revenueRelated to mission $22,187 · Unrelated business $0 · Excluded from tax $0$339,907
Part IX · Statement of functional expenses $378,581 across 30 lines filed
IX-1 Grants to domestic organizations$5,000
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$73,970
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$95,874
IX-8 Pension plan contributions$1,766
IX-9 Other employee benefits$2,475
IX-10 Payroll taxes$13,738
IX-11a Management fees$0
IX-11b Legal fees$1,763
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expenses$23,157
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$39,139
IX-17 Travel$42,097
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$3,230
IX-20 Interest$314
IX-21 Payments to affiliates$34,514
IX-22 Depreciation, depletion and amortization$4,984
IX-24 Other expenses (24a–d)$36,247
IX-24e All other expenses$313
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$378,581
Part X · Balance sheet $344,993 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $145,706$106,193
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $243,784$238,800
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $389,490$344,993
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $9,473$3,650
X-32 Total net assets or fund balancesStart of year $380,017$341,343
X-33 Total liabilities and net assetsStart of year $389,490$344,993
Part XI · Reconciliation of net assets $341,343 net assets at year end
XI-1 Total revenue$339,907
XI-2 Total expenses$378,581
XI-3 Revenue less expenses−$38,674
XI-4 Net assets at start of year$380,017
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$341,343

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

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