Usw Local Union 5252 FY2021 filing

Not tax-deductible

Kearny, AZ501(c)(5)EmploymentEIN 86-0139721Revenue $674K in FY2021

On file with the IRSPo Box 896, 85137-0115 · Kearny, AZTax-exempt since Feb 2022

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Local Union enorced the Collective Barganing Agreetment to better the working conditions of the Local Union and provide Representation to its members.

$2K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · 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
4 of 4
filings with a surplus
Average surplus $108K a year · 47% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Pay to officers and key staff
$2K
to officers and key staff · 0.4% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
13 mo
of spending, in cash
Looks good: 13.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 5 voting members
Concern: none of 5 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$674K
Spent
$418K
Net assets
$516K
By yearFY2021–FY2025
Revenue
$674K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$674K
FY2022$130K
FY2023$69K
FY2025$52K
Expenses
$418K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$418K
FY2022$22K
FY2023$23K
FY2025$28K
Net assets
$516K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$516K
FY2022$624K
FY2023$670K
FY2025$96K

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. Exemption reinstated (2011-05-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Feb 2022.

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

Who runs it and what they're paid

7 people listed on the 990; $2K paid to officers and key staff.

Part VII, Section A · reportable compensation
$570Pt VII · Sec A
Recording Secretary
$552Pt VII · Sec A
$411Pt VII · Sec A
Vice President
$246Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Financial Secretary
$0Pt VII · Sec A

Shanon Reece’s $2K as Financial Secretary is at the 18th percentile of top reported officer pay among 290 <$100K employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2025FY2023FY2022FY2021
Lyle Murphy—$6,495$776—
Robert Tippetts JR—$3,440—$246
Shanon Reece$2,314———
Richard M Sosa—$1,198—$570
Rene Robbago$829———
Letecia Garcia———$552
Eloy Garcia———$411
Lely Murphy$321———

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 Usw Local Union 5252 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 by enforcing agreements and providing representation to improve job conditions.

Provided by the organization

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1 program · in their own filed words · FY2021
01

The Local Union continues in an ongoing effort to defend and enforce the negotiated collective bargaining agreement for our members wages, benefits and working condition. The members dues and related income and expenses are used to carry out these activities, The Local Union is continually striving to maintain or accomplish improvements…

Pt IX · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$674K
Ln 12
Other incomeLn 4–11$666K
Fees for servicesLn 2g$7K
Money outPt IX
$418K
Ln 25
Owns and owesPt X
$516K
net assets · Ln 32
Cash and savingsLn 1–2$464K
Total assetsLn 16$516K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A4
Voting boardVI 1a5
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$7K
Other incomeLn 4–11$666K
Total revenueLn 12$674K
Assets in detailPt X, end of year
CashLn 1$464K
Cash and savings togetherLn 1–2$464K
Land, buildings, equipmentLn 10c$51K
Total assetsLn 16$516K
LiabilitiesLn 26$0
Net assetsLn 32$516K
OperationsPt I, VI
EmployeesI 55
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$209K$464K
Land, buildings, equipmentLn 10c$51K$51K
Total assetsLn 16$260K$516K
LiabilitiesLn 26$0$0
Net assetsLn 32$260K$516K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
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$2K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$411
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$457
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$5K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$411K
All other expensesLn 24e$0
Total functional expensesLn 25$418K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $52K$28K$24K$96K 990 PDF
FY2024 Not on file
FY2023 $69K$23K$46K$670K 990 PDF
FY2022 $130K$22K$108K$624K 990 PDF
FY2021 Viewing $674K$418K$255K$516K 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 $673,855 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $164$7,436
I-10 Investment income$0
I-11 Other revenuePrior year $1,328,786$666,419
I-12 Total revenuePrior year $1,328,950$673,855
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $86$2,648
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,143,850$415,727
I-18 Total expensesPrior year $1,143,936$418,375
I-19 Revenue less expensesPrior year $185,014$255,480
Part VI · Governance 0 of 5 board members independent, 4 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members0
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 $673,855 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,436$7,436
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $666,419$666,419
VIII-12 Total revenueRelated to mission $673,855$673,855
Part IX · Statement of functional expenses $418,375 across 30 lines filed
IX-1 Grants to domestic organizations$0
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$1,780
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$411
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$457
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying 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$4,881
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)$410,846
IX-24e All other expenses$0
IX-25 Total functional expenses$418,375
Part X · Balance sheet $515,579 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $208,646$464,126
X-10c Land, buildings and equipment, netStart of year $51,453$51,453
X-16 Total assetsStart of year $260,099$515,579
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $260,099$515,579
X-33 Total liabilities and net assetsStart of year $260,099$515,579
Part XI · Reconciliation of net assets $515,579 net assets at year end
XI-1 Total revenue$673,855
XI-2 Total expenses$418,375
XI-3 Revenue less expenses$255,480
XI-4 Net assets at start of year$260,099
XI-10 Net assets at end of year$515,579

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

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