American Postal Workers Union FY2020 filing

Not tax-deductible

Ft Myers, FL501(c)(5)EIN 59-1837980Revenue $218K in FY2020

On file with the IRSswfloridaapwu.org11000 Metro Pkwy Ste 8, 33966-1210 · Ft Myers, FLTax-exempt since Nov 1973

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To provide representation to assure postal workers receive fair treatment at arbitrations, collective bargaining meetings and conferences.

57¢ of each $1 spent went to programs.
$49K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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 $3K a year · 1% 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
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$49K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$218K
Spent
$207K
To programs
57%
Net assets
$86K
By yearFY2020–FY2024
Revenue
$218K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$218K
FY2021$229K
FY2022$273K
FY2023$269K
FY2024$277K
Expenses
$207K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$207K
FY2021$207K
FY2022$274K
FY2023$269K
FY2024$296K
Net assets
$86K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$86K
FY2021$107K
FY2022$107K
FY2023$107K
FY2024$88K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 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

57 cents of each dollar spent went to programs.

Program services 57% · $118K Management & general 43% · $89K

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

9 people listed on the 990; $49K paid to officers and key staff.

Part VII, Section A · reportable compensation
Presidentdirector
$24,837Pt VII · Sec A
Secretarytreasurerdirector
$17,955Pt VII · Sec A
Vice Presidentdirector
$6,692Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2020
Samuel Wood$34,797$32,051$27,513$24,837
Jamie L Robertson$30,611———
Jamie Robertson—$29,750$23,962$17,955
Daniel Carinci$12,201$10,216$11,436—
Jeremiah Strunk$7,267$11,181$2,400—
Candace Ratliff$9,554$7,799——
Danny Carinci———$6,692
Kathy Moyer——$6,181—

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

Programs and updates

Advocates for postal workers in negotiations and arbitration to ensure fair treatment.

Questions for American Postal Workers Union

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Provided by the organization

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1 program · $118K · in their own filed words · FY2020
01

Provided postal workers with assurance that they receive fair treatment at arbitrations, collective bargaining meetings and conferences .

$118Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$218K
Ln 12
Fees for servicesLn 2g$214K
Other incomeLn 4–11$4K
Investment incomeLn 3$65
Money outPt IX
$207K
Ln 25
Programscol B$118K
Managementcol C$89K
Owns and owesPt X
$86K
net assets · Ln 32
Cash and savingsLn 1–2$23K
Total assetsLn 16$88K
LiabilitiesLn 26$2K
PeoplePt VI, VII
9
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$214K
Investment incomeLn 3$65
Other incomeLn 4–11$4K
Total revenueLn 12$218K
Assets in detailPt X, end of year
CashLn 1$16K
SavingsLn 2$7K
Cash and savings togetherLn 1–2$23K
Land, buildings, equipmentLn 10c$54K
Other assetsLn 15$10K
Total assetsLn 16$88K
LiabilitiesLn 26$2K
Net assetsLn 32$86K
OperationsPt I, VI
EmployeesI 513
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 FY20End FY20
Cash and savingsLn 1–2$11K$23K
Land, buildings, equipmentLn 10c$57K$54K
Total assetsLn 16$79K$88K
LiabilitiesLn 26$4K$2K
Net assetsLn 32$75K$86K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$49K$25K$24K
Other salaries and wagesLn 7$61K$31K$30K
Payroll taxesLn 10$9K$4K$4K
Accounting feesLn 11c$2K$2K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$17K$17K
OccupancyLn 16$3K$3K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$9K$232$9K
Other expenses (24a–d)Ln 24$16K$10K$6K
All other expensesLn 24e$34K$26K$8K
Total functional expensesLn 25$207K$118K$89K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $277K$296K−$19K$88K 990 PDF
FY2023 $269K$269K$389$107K 990 PDF
FY2022 $273K$274K−$773$107K 990 PDF
FY2021 $229K$207K$21K$107K 990 PDF
FY2020 Viewing $218K$207K$11K$86K 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 FY2020 990 (6 parts)
Part I · Summary $217,896 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $214,452$213,936
I-10 Investment incomePrior year $24$65
I-11 Other revenue$3,895
I-12 Total revenuePrior year $214,476$217,896
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $134,234$119,401
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $100,148$87,749
I-18 Total expensesPrior year $234,382$207,150
I-19 Revenue less expensesPrior year −$19,906$10,746
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $217,896 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $213,936$213,936
VIII-3 Investment incomeExcluded from tax $65$65
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,895$3,895
VIII-12 Total revenueRelated to mission $217,831 · Unrelated business $0 · Excluded from tax $65$217,896
Part IX · Statement of functional expenses $207,150 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $25,166 · Management $24,318$49,484
IX-7 Other salaries and wagesPrograms $31,165 · Management $30,115$61,280
IX-10 Payroll taxesPrograms $4,393 · Management $4,244$8,637
IX-11c Accounting feesManagement $2,026$2,026
IX-12 Advertising and promotionPrograms $3,224$3,224
IX-13 Office expensesPrograms $17,224$17,224
IX-16 OccupancyManagement $2,625$2,625
IX-22 Depreciation, depletion and amortizationManagement $2,949$2,949
IX-23 InsurancePrograms $232 · Management $8,969$9,201
IX-24 Other expenses (24a–d)Programs $10,443 · Management $5,857$16,300
IX-24e All other expensesPrograms $26,041 · Management $8,159$34,200
IX-25 Total functional expensesPrograms $117,888 · Management $89,262 · Fundraising $0$207,150
Part X · Balance sheet $87,975 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $4,433$15,600
X-2 Savings and temporary cash investmentsStart of year $6,581$7,423
X-4 Accounts receivableStart of year $204$204
X-10c Land, buildings and equipment, netStart of year $57,376$54,427
X-15 Other assetsStart of year $10,301$10,321
X-16 Total assetsStart of year $78,895$87,975
X-25 Other liabilitiesStart of year $3,760$2,094
X-26 Total liabilitiesStart of year $3,760$2,094
X-27 Net assets without donor restrictionsStart of year $75,135$85,881
X-32 Total net assets or fund balancesStart of year $75,135$85,881
X-33 Total liabilities and net assetsStart of year $78,895$87,975
Part XI · Reconciliation of net assets $85,881 net assets at year end
XI-1 Total revenue$217,896
XI-2 Total expenses$207,150
XI-3 Revenue less expenses$10,746
XI-4 Net assets at start of year$75,135
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$85,881

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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