0763 Local Union FY2021 filing

Not tax-deductible

Omaha, NE501(c)(5)Since 1918EIN 47-0463237Revenue $575K in FY2021

On file with the IRS13306 Stevens St Ste 101, 68137-1778 · Omaha, NETax-exempt since Aug 1940

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Improve the working members economic status and working conditions through the collective bargaining process.

83¢ of each $1 spent went to programs.
$70K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $119K a year · 19% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$70K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 9.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$778
0.05% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$575K
+14% vs prior year
Spent
$389K
To programs
83%
Net assets
$1.7M
By yearFY2020–FY2025
Revenue
$575K
FY2021▲ +14%
Tap a bar for its year
Revenue by fiscal year
FY2020$506K
FY2021$575K
FY2022$558K
FY2023$604K
FY2024$715K
FY2025$834K
Expenses
$389K
FY2021▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$376K
FY2021$389K
FY2022$541K
FY2023$560K
FY2024$518K
FY2025$697K
Net assets
$1.7M
FY2021▲ +23%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.7M
FY2022$1.5M
FY2023$1.6M
FY2024$1.9M
FY2025$2.2M

From the FY2021 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1940.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $322K Management & general 17% · $67K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $70K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$16,474Pt VII · Sec A
Financial Secretary
$7,701Pt VII · Sec A
$7,700Pt VII · Sec A
Vice-President
$7,700Pt VII · Sec A
Recording Secretary
$7,700Pt VII · Sec A
Executive Board
$5,460Pt VII · Sec A
Executive Board
$4,278Pt VII · Sec A
Executive Board
$4,278Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
David P Benak$17,271$18,006$17,565$16,906$16,474$11,684
Jason M Cavanaugh$9,594$8,489$8,262$7,923$7,700$7,476
Ryan C Long$8,766$8,489$8,242$7,923$7,700$5,839
Bradley R Erickson$8,766$8,489$8,262$7,923$7,701$7,476
Steven D Redler$8,766$8,489$8,242$7,923$7,700$7,476
Douglas J Madison—————$7,812
Louava L Deal-Wright——$2,254$5,537$5,460$6,487
Brent a Sass$5,201$4,716$4,590$4,401$4,278$2,107

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 0763 Local 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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advocates for workers on job conditions and negotiates contracts.

Provided by the organization

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1 program · $322K · in their own filed words · FY2021
01

Labor union in the electrical industry.

$322Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$575K
Ln 12
Fees for servicesLn 2g$487K
Investment incomeLn 3$75K
Other incomeLn 4–11$13K
Money outPt IX
$389K
Ln 25
Programscol B$322K
Managementcol C$67K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$303K
Total assetsLn 16$1.7M
LiabilitiesLn 26$778
PeoplePt VI, VII
10
listed · VII A
PaidVII A10
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$487K
Investment incomeLn 3$75K
Other incomeLn 4–11$13K
Total revenueLn 12$575K
Assets in detailPt X, end of year
CashLn 1$257K
SavingsLn 2$46K
Cash and savings togetherLn 1–2$303K
InvestmentsLn 11–13$1.4M
Total assetsLn 16$1.7M
LiabilitiesLn 26$778
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 510
VolunteersI 60
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 FY21End FY21
Cash and savingsLn 1–2$222K$303K
InvestmentsLn 11–13$1.1M$1.4M
Total assetsLn 16$1.4M$1.7M
LiabilitiesLn 26$777$778
Net assetsLn 32$1.4M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$58K$58K
Other salaries and wagesLn 7$12K$12K
Payroll taxesLn 10$6K$5K$588
Management feesLn 11a$3K$3K
Legal feesLn 11b$450$450
Accounting feesLn 11c$14K$14K
Advertising and promotionLn 12$14K$14K
Office expensesLn 13$25K$25K
OccupancyLn 16$13K$13K
TravelLn 17$4K$4K
Conferences, conventions and meetingsLn 19$2K$2K
Payments to affiliatesLn 21$186K$186K
Other expenses (24a–d)Ln 24$54K$51K$3K
Total functional expensesLn 25$389K$322K$67K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $834K$697K$137K$2.2M 990 PDF
FY2024 $715K$518K$197K$1.9M 990 PDF
FY2023 $604K$560K$44K$1.6M 990 PDF
FY2022 $558K$541K$16K$1.5M 990 PDF
FY2021 Viewing $575K$389K$186K$1.7M 990 PDF
FY2020 $506K$376K$130K$1.4M 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 FY2021 990 (6 parts)
Part I · Summary $574,686 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $470,991$487,131
I-10 Investment incomePrior year $27,057$74,878
I-11 Other revenuePrior year $7,594$12,677
I-12 Total revenuePrior year $505,642$574,686
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $71,902$75,723
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $303,618$312,842
I-18 Total expensesPrior year $375,520$388,565
I-19 Revenue less expensesPrior year $130,122$186,121
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $574,686 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $487,131$487,131
VIII-3 Investment incomeRelated to mission $74,878$74,878
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $12,677$12,677
VIII-12 Total revenueRelated to mission $574,686 · Unrelated business $0 · Excluded from tax $0$574,686
Part IX · Statement of functional expenses $388,565 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $57,949$57,949
IX-7 Other salaries and wagesManagement $11,898$11,898
IX-10 Payroll taxesPrograms $5,288 · Management $588$5,876
IX-11a Management feesPrograms $2,700$2,700
IX-11b Legal feesPrograms $450$450
IX-11c Accounting feesManagement $13,959$13,959
IX-12 Advertising and promotionPrograms $13,583$13,583
IX-13 Office expensesManagement $24,951$24,951
IX-16 OccupancyManagement $12,600$12,600
IX-17 TravelPrograms $3,545$3,545
IX-19 Conferences, conventions and meetingsPrograms $1,650$1,650
IX-21 Payments to affiliatesPrograms $185,618$185,618
IX-24 Other expenses (24a–d)Programs $51,216 · Management $2,570$53,786
IX-25 Total functional expensesPrograms $321,999 · Management $66,566 · Fundraising $0$388,565
Part X · Balance sheet $1,669,812 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $175,867$257,050
X-2 Savings and temporary cash investmentsStart of year $45,694$45,745
X-11 Publicly traded securitiesStart of year $1,136,376$1,367,017
X-16 Total assetsStart of year $1,357,937$1,669,812
X-25 Other liabilitiesStart of year $777$778
X-26 Total liabilitiesStart of year $777$778
X-27 Net assets without donor restrictionsStart of year $1,357,160$1,669,034
X-32 Total net assets or fund balancesStart of year $1,357,160$1,669,034
X-33 Total liabilities and net assetsStart of year $1,357,937$1,669,812
Part XI · Reconciliation of net assets $1,669,034 net assets at year end
XI-1 Total revenue$574,686
XI-2 Total expenses$388,565
XI-3 Revenue less expenses$186,121
XI-4 Net assets at start of year$1,357,160
XI-5 Net unrealized gains (losses) on investments$156,753
XI-9 Other changes in net assets−$31,000
XI-10 Net assets at end of year$1,669,034

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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