American Postal Workers Union 128 FY2021 filing

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To support the struggle for social and economic justice for all working families, dignity and respect on the job, decent pay and benefits, and safe working conditions.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
76¢ of each $1 spent went to programs.
$196K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · 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
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
5 of 5
filings with a surplus
Average surplus $42K a year · 9% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$196K
to officers and key staff · 55% of spending
Concern: pay to officers and key staff is 55% of spending; over 30%.
Pt VII · Sec A
22 mo
of spending, in cash
Looks good: 21.7 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 11 voting members
Concern: none of 11 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$447K
+4% vs prior year
Spent
$356K
To programs
76%
Net assets
$855K
By yearFY2020–FY2024
Revenue
$447K
FY2021▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$431K
FY2021$447K
FY2022$489K
FY2023$542K
FY2024$574K
Expenses
$356K
FY2021▼ -17%
Tap a bar for its year
Expenses by fiscal year
FY2020$427K
FY2021$356K
FY2022$472K
FY2023$476K
FY2024$539K
Net assets
$855K
FY2021▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2020$764K
FY2021$855K
FY2022$871K
FY2023$937K
FY2024$972K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2021 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

76 cents of each dollar spent went to programs.

Program services 76% · $270K Management & general 24% · $87K

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

11 people listed on the 990; $196K paid to officers and key staff.

Part VII, Section A · reportable compensation
President
$79,537Pt VII · Sec A
Vice President
$77,978Pt VII · Sec A
Treasurer
$17,027Pt VII · Sec A
$4,904Pt VII · Sec A
Organization Di
$4,185Pt VII · Sec A
Education Dir
$3,294Pt VII · Sec A
Mvs Craft Dir
$2,191Pt VII · Sec A
Clerk Craft Dir
$2,178Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
William Martin$105,458$99,784$83,325$77,978$92,060
Joe Cogan—$97,208$84,885$79,537$83,983
Cheryl Walton$89,023$1,821$4,613$2,178$1,431
Debora Battle$25,482$18,208$15,333$17,027$17,835
Cynthia Mcquade-Klotz$8,197————
Travis Epes$7,607$6,588$7,726$4,904—
Jonie Oramas$6,457$6,619$4,409$3,294$1,461
Azeb Embaye$5,451————

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 128 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 working families' rights to fair pay, safe jobs, and dignity.

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1 program · in their own filed words · FY2021
01

Support and represent postal workers in the Portland area.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$447K
Ln 12
Fees for servicesLn 2g$445K
Investment incomeLn 3$2K
Money outPt IX
$356K
Ln 25
Programscol B$270K
Managementcol C$87K
Owns and owesPt X
$855K
net assets · Ln 32
Cash and savingsLn 1–2$644K
Total assetsLn 16$855K
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A11
Voting boardVI 1a11
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$445K
Investment incomeLn 3$2K
Gains on assetsLn 7$0
Total revenueLn 12$447K
Assets in detailPt X, end of year
CashLn 1$194K
SavingsLn 2$450K
Cash and savings togetherLn 1–2$644K
InvestmentsLn 11–13$126K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$855K
LiabilitiesLn 26$0
Net assetsLn 32$855K
OperationsPt I, VI
EmployeesI 518
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$554K$644K
InvestmentsLn 11–13$126K$126K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$764K$855K
LiabilitiesLn 26$0$0
Net assetsLn 32$764K$855K
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$4K$4K
Pay of current officers, directors and key staffLn 5$192K$175K$17K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$12K$12K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$1K$1K
Payroll taxesLn 10$17K$15K$2K
Management feesLn 11a$0
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$7K$7K
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$22K$22K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$33K$33K
TravelLn 17$846$846
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$625$625
InterestLn 20$0
Payments to affiliatesLn 21$33K$33K
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$632$632
Other expenses (24a–d)Ln 24$29K$29K
All other expensesLn 24e$150$150
Total functional expensesLn 25$356K$270K$87K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $574K$539K$35K$972K 990 PDF
FY2023 $542K$476K$66K$937K 990 PDF
FY2022 $489K$472K$17K$871K 990 PDF
FY2021 Viewing $447K$356K$91K$855K 990 PDF
FY2020 $431K$427K$4K$764K 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 FY2021 990 (6 parts)
Part I · Summary $446,761 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $428,502$444,661
I-10 Investment incomePrior year $2,316$2,100
I-11 Other revenue$0
I-12 Total revenuePrior year $430,818$446,761
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $6,725$3,960
I-15 Salaries and benefitsPrior year $285,042$221,975
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $135,358$130,208
I-18 Total expensesPrior year $427,125$356,143
I-19 Revenue less expensesPrior year $3,693$90,618
Part VI · Governance 0 of 11 board members independent, 4 to look at
VI-1a Voting members of the governing body11
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 $446,761 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $444,661$444,661
VIII-3 Investment incomeExcluded from tax $2,100$2,100
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $444,661 · Excluded from tax $2,100$446,761
Part IX · Statement of functional expenses $356,143 across 31 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 membersPrograms $3,960$3,960
IX-5 Pay of current officers, directors and key staffPrograms $174,699 · Management $17,027$191,726
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $11,924$11,924
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $1,200$1,200
IX-10 Payroll taxesPrograms $15,422 · Management $1,703$17,125
IX-11a Management fees$0
IX-11b Legal feesManagement $4,626$4,626
IX-11c Accounting feesManagement $6,595$6,595
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $21,802$21,802
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyManagement $33,470$33,470
IX-17 TravelPrograms $846$846
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsManagement $625$625
IX-20 Interest$0
IX-21 Payments to affiliatesPrograms $32,569$32,569
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $632$632
IX-24 Other expenses (24a–d)Programs $28,893$28,893
IX-24e All other expensesManagement $150$150
IX-25 Total functional expensesPrograms $269,513 · Management $86,630 · Fundraising $0$356,143
Part X · Balance sheet $854,676 assets, 16 lines filed
Asset lines not itemized here account for $84,607; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $105,257$193,975
X-2 Savings and temporary cash investmentsStart of year $448,383$450,283
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investmentsStart of year $125,811$125,811
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $764,058$854,676
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $764,058$854,676
X-33 Total liabilities and net assetsStart of year $764,058$854,676
Part XI · Reconciliation of net assets $854,676 net assets at year end
XI-1 Total revenue$446,761
XI-2 Total expenses$356,143
XI-3 Revenue less expenses$90,618
XI-4 Net assets at start of year$764,058
XI-10 Net assets at end of year$854,676

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

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