Collective bargaining for Union benefits

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$375K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2024 · 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 $42K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$375K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$10K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 6 voting members
Worth a look: 2 of 6 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
+4% vs prior year
Spent
$2.7M
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$2.5M
FY2024▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.0M
FY2021$2.0M
FY2022$2.2M
FY2023$2.4M
FY2024$2.5M
Expenses
$2.7M
FY2024▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.9M
FY2022$2.0M
FY2023$2.5M
FY2024$2.7M
Net assets
$1.7M
FY2024▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$1.8M
FY2022$2.0M
FY2023$1.8M
FY2024$1.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1941.

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

Who runs it and what they're paid

9 people listed on the 990; $375K paid to officers and key staff.

Part VII, Section A · reportable compensation
Secretary/Treasurer
$108,896Pt VII · Sec A
Recording Secretary
$94,353Pt VII · Sec A
$55,575Pt VII · Sec A
Trustee (thru June 2024)
$55,506Pt VII · Sec A
President (retired May 2024)
$50,414Pt VII · Sec A
$3,808Pt VII · Sec A
Vice President
$3,766Pt VII · Sec A
$1,550Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Erin Foley$108,896$114,948$96,947$87,336$79,304
Jason Thompson$94,353$69,228$3,250$1,125—
Aaron Ralph$50,414$83,642$81,820$79,757$77,318
Ray Schonsberg$55,575$29,749$4,500$5,791$3,100
Jd Olson$55,506————
Terry Bartle———$146$31,197
Mackenzie Keltner——$625$5,812$2,350
Kalani Paea$3,808$5,204$2,375——

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.

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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

Negotiates contracts to secure better wages and benefits for workers.

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Provided by the organization

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1 program · in their own filed words · FY2024
01

Collective bargaining, legal representation, achieving union benefits and international affiliation.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Fees for servicesLn 2g$2.4M
Investment incomeLn 3$40K
Other incomeLn 4–11$9K
Money outPt IX
$2.7M
Ln 25
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$902K
Total assetsLn 16$1.7M
LiabilitiesLn 26$10K
PeoplePt VI, VII
9
listed · VII A
PaidVII A9
Voting boardVI 1a6
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.4M
Investment incomeLn 3$40K
Other incomeLn 4–11$9K
Gains on assetsLn 7$326
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$165K
SavingsLn 2$737K
Cash and savings togetherLn 1–2$902K
InvestmentsLn 11–13$533K
Land, buildings, equipmentLn 10c$230K
Total assetsLn 16$1.7M
LiabilitiesLn 26$10K
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 519
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.1M$902K
InvestmentsLn 11–13$504K$533K
Land, buildings, equipmentLn 10c$206K$230K
Total assetsLn 16$1.8M$1.7M
LiabilitiesLn 26$87$10K
Net assetsLn 32$1.8M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4K
Pay of current officers, directors and key staffLn 5$514K
Other salaries and wagesLn 7$558K
Pension plan contributionsLn 8$123K
Other employee benefitsLn 9$220K
Payroll taxesLn 10$84K
Legal feesLn 11b$156K
Accounting feesLn 11c$26K
Other fees for servicesLn 11g$8K
Office expensesLn 13$76K
OccupancyLn 16$30K
TravelLn 17$104K
Conferences, conventions and meetingsLn 19$15K
Depreciation, depletion and amortizationLn 22$46K
InsuranceLn 23$18K
Other expenses (24a–d)Ln 24$663K
All other expensesLn 24e$32K
Total functional expensesLn 25$2.7M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.5M$2.7M−$201K$1.7M 990 PDF
FY2023 $2.4M$2.5M−$110K$1.8M 990 PDF
FY2022 $2.2M$2.0M$158K$2.0M 990 PDF
FY2021 $2.0M$1.9M$124K$1.8M 990 PDF
FY2020 $2.0M$1.7M$236K$1.7M 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 FY2024 990 (6 parts)
Part I · Summary $2,476,623 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $2,337,162$2,428,109
I-10 Investment incomePrior year $13,092$39,708
I-11 Other revenuePrior year $36,516$8,806
I-12 Total revenuePrior year $2,386,770$2,476,623
I-13 Grants and similar amounts paidPrior year $0$3,830
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,414,328$1,499,098
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,082,824$1,174,469
I-18 Total expensesPrior year $2,497,152$2,677,397
I-19 Revenue less expensesPrior year −$110,382−$200,774
Part VI · Governance 2 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members2
VI-12a Written conflict of interest policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,476,623 across 6 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,428,109$2,428,109
VIII-3 Investment incomeExcluded from tax $39,382$39,382
VIII-6 Net rental income or lossExcluded from tax $3,845$3,845
VIII-7 Net gain or loss on sales of assetsExcluded from tax $326$326
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,961$4,961
VIII-12 Total revenueRelated to mission $2,433,070 · Unrelated business $0 · Excluded from tax $43,553$2,476,623
Part IX · Statement of functional expenses $2,677,397 across 17 lines filed
IX-1 Grants to domestic organizations$3,830
IX-5 Pay of current officers, directors and key staff$514,292
IX-7 Other salaries and wages$558,122
IX-8 Pension plan contributions$122,984
IX-9 Other employee benefits$219,765
IX-10 Payroll taxes$83,935
IX-11b Legal fees$155,683
IX-11c Accounting fees$26,150
IX-11g Other fees for services$8,434
IX-13 Office expenses$75,972
IX-16 Occupancy$30,418
IX-17 Travel$104,396
IX-19 Conferences, conventions and meetings$15,409
IX-22 Depreciation, depletion and amortization$45,635
IX-23 Insurance$17,570
IX-24 Other expenses (24a–d)$662,721
IX-24e All other expenses$32,081
IX-25 Total functional expenses$2,677,397
Part X · Balance sheet $1,664,418 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $249,179$164,648
X-2 Savings and temporary cash investmentsStart of year $884,447$737,480
X-10c Land, buildings and equipment, netStart of year $206,046$229,771
X-11 Publicly traded securities$531,460
X-12 Other securitiesStart of year $503,539$1,059
X-16 Total assetsStart of year $1,843,211$1,664,418
X-17 Accounts payable and accrued expensesStart of year $0$10,297
X-25 Other liabilitiesStart of year $87$0
X-26 Total liabilitiesStart of year $87$10,297
X-27 Net assets without donor restrictionsStart of year $1,843,124$1,654,121
X-32 Total net assets or fund balancesStart of year $1,843,124$1,654,121
X-33 Total liabilities and net assetsStart of year $1,843,211$1,664,418
Part XI · Reconciliation of net assets $1,654,121 net assets at year end
XI-1 Total revenue$2,476,623
XI-2 Total expenses$2,677,397
XI-3 Revenue less expenses−$200,774
XI-4 Net assets at start of year$1,843,124
XI-5 Net unrealized gains (losses) on investments$11,771
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,654,121

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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