0617 Local Union FY2024 filing

Not tax-deductible

San Mateo, CA501(c)(5)Since 1909Mutual / membership EIN 94-1095918Revenue $8.9M in FY2024

On file with the IRS1701 Leslie St, 94402-2409 · San Mateo, CATax-exempt since Aug 1940

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

To organize all workers and to secure organization, negotiations and collective bargaining.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$1.4M 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
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
3 of 4
filings with a surplus
Average surplus $1.3M a year · 15% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Pay to officers and key staff
$1.4M
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
34 mo
of spending, in cash
Looks good: 34.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$243K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.9M
+18% vs prior year
Spent
$7.0M
Net assets
$38.2M
By yearFY2021–FY2025
Revenue
$8.9M
FY2024▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2021$8.4M
FY2023$7.5M
FY2024$8.9M
FY2025$9.2M
Expenses
$7.0M
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2021$5.7M
FY2023$6.5M
FY2024$7.0M
FY2025$9.8M
Net assets
$38.2M
FY2024▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2021$34.7M
FY2023$35.7M
FY2024$38.2M
FY2025$38.5M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2024 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

Who runs it and what they're paid

13 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Business Manager
$236,912Pt VII · Sec A
$225,276Pt VII · Sec A
Business Rep
$225,181Pt VII · Sec A
Business Rep
$225,148Pt VII · Sec A
Business Rep
$225,091Pt VII · Sec A
$224,955Pt VII · Sec A
President
$21,244Pt VII · Sec A
Record Sec/Trea
$17,840Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2021
Scott Wein$262,276$236,912$236,912—
Francisco Castano$236,689$225,181$213,805—
Charles Vella$236,644$225,091$213,757$186,301
Maxwell Schaumkel$236,623$4,090$4,090—
Sean Burke$236,602——$4,893
Steven Booker$236,599$225,148$213,638$186,289
Patrick D Gallagher—$225,276—$4,893
Joseph S Fitzgerald—$224,955$214,220$186,217

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 0617 Local Union executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Organizes workers for fair negotiations and collective bargaining.

Questions for 0617 Local Union

Tap to ask. 0617 Local Union sees how many people are interested.

Your first name shows with your question. 0617 Local Union answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · in their own filed words · FY2023
01

To organize all workers and to secure improved wages, hours, working conditions and other economic advantages through organization, negotiations and collective bargaining.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$8.9M
Ln 12
Fees for servicesLn 2g$7.9M
Investment incomeLn 3$1.0M
Money outPt IX
$7.0M
Ln 25
Owns and owesPt X
$38.2M
net assets · Ln 32
Cash and savingsLn 1–2$20.0M
Total assetsLn 16$38.4M
LiabilitiesLn 26$243K
PeoplePt VI, VII
13
listed · VII A
PaidVII A13
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$7.9M
Investment incomeLn 3$1.0M
Gains on assetsLn 7$292K
Total revenueLn 12$8.9M
Assets in detailPt X, end of year
CashLn 1$1.8M
SavingsLn 2$18.2M
Cash and savings togetherLn 1–2$20.0M
InvestmentsLn 11–13$17.1M
Land, buildings, equipmentLn 10c$95K
Other assetsLn 15$12K
Total assetsLn 16$38.4M
LiabilitiesLn 26$243K
Net assetsLn 32$38.2M
OperationsPt I, VI
EmployeesI 523
VolunteersI 60
Fiscal year endsHeaderJune
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 FY24End FY24
Cash and savingsLn 1–2$18.8M$20.0M
InvestmentsLn 11–13$15.7M$17.1M
Land, buildings, equipmentLn 10c$43K$95K
Total assetsLn 16$35.9M$38.4M
LiabilitiesLn 26$206K$243K
Net assetsLn 32$35.7M$38.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$364K
Other salaries and wagesLn 7$2.0M
Pension plan contributionsLn 8$518K
Other employee benefitsLn 9$464K
Payroll taxesLn 10$157K
Legal feesLn 11b$55K
Accounting feesLn 11c$30K
Investment management feesLn 11f$110K
Advertising and promotionLn 12$145K
Office expensesLn 13$167K
OccupancyLn 16$386K
TravelLn 17$70K
Conferences, conventions and meetingsLn 19$202K
Depreciation, depletion and amortizationLn 22$28K
InsuranceLn 23$71K
Other expenses (24a–d)Ln 24$2.1M
All other expensesLn 24e$119K
Total functional expensesLn 25$7.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $9.2M$9.8M−$547K$38.5M 990 PDF
FY2024 Viewing $8.9M$7.0M$1.9M$38.2M 990 PDF
FY2023 $7.5M$6.5M$1.1M$35.7M 990 PDF
FY2022 Not on file
FY2021 $8.4M$5.7M$2.7M$34.7M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $8,937,121 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $6,881,998$7,924,024
I-10 Investment incomePrior year $664,659$1,013,097
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $7,546,657$8,937,121
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 $3,276,224$3,541,887
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,188,618$3,486,035
I-18 Total expensesPrior year $6,464,842$7,027,922
I-19 Revenue less expensesPrior year $1,081,815$1,909,199
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $8,937,121 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,924,024$7,924,024
VIII-3 Investment incomeExcluded from tax $720,924$720,924
VIII-7 Net gain or loss on sales of assetsRelated to mission $292,173$292,173
VIII-12 Total revenueRelated to mission $8,216,197 · Unrelated business $0 · Excluded from tax $720,924$8,937,121
Part IX · Statement of functional expenses $7,027,922 across 17 lines filed
IX-5 Pay of current officers, directors and key staff$364,484
IX-7 Other salaries and wages$2,039,380
IX-8 Pension plan contributions$517,609
IX-9 Other employee benefits$463,793
IX-10 Payroll taxes$156,621
IX-11b Legal fees$54,847
IX-11c Accounting fees$29,782
IX-11f Investment management fees$109,602
IX-12 Advertising and promotion$144,726
IX-13 Office expenses$166,710
IX-16 Occupancy$386,442
IX-17 Travel$70,226
IX-19 Conferences, conventions and meetings$201,912
IX-22 Depreciation, depletion and amortization$28,090
IX-23 Insurance$71,238
IX-24 Other expenses (24a–d)$2,103,477
IX-24e All other expenses$118,983
IX-25 Total functional expenses$7,027,922
Part X · Balance sheet $38,445,702 assets, 12 lines filed
Asset lines not itemized here account for $1,300,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,968,443$1,785,932
X-2 Savings and temporary cash investmentsStart of year $16,860,947$18,201,733
X-10c Land, buildings and equipment, netStart of year $43,335$95,264
X-11 Publicly traded securitiesStart of year $14,861,828$16,157,124
X-12 Other securitiesStart of year $863,554$893,599
X-15 Other assetsStart of year $0$12,050
X-16 Total assetsStart of year $35,898,107$38,445,702
X-17 Accounts payable and accrued expensesStart of year $206,372$243,069
X-26 Total liabilitiesStart of year $206,372$243,069
X-27 Net assets without donor restrictionsStart of year $35,691,735$38,202,633
X-32 Total net assets or fund balancesStart of year $35,691,735$38,202,633
X-33 Total liabilities and net assetsStart of year $35,898,107$38,445,702
Part XI · Reconciliation of net assets $38,202,633 net assets at year end
XI-1 Total revenue$8,937,121
XI-2 Total expenses$7,027,922
XI-3 Revenue less expenses$1,909,199
XI-4 Net assets at start of year$35,691,735
XI-5 Net unrealized gains (losses) on investments$601,699
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$38,202,633

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.