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Nonprofiteer
← AMERICAN POSTAL WORKERS UNION

Form 990 for tax year 2022

Filed by AMERICAN POSTAL WORKERS UNION.

Totals

Total revenue
$324,250
Total expenses
$349,090
Contributions and grants received
$321,454
Grants paid
$0
Program service revenue
$0
Investment income
$171
Other revenue
$2,625
Total assets, end of year
$218,863
Total liabilities, end of year
$7,769
Net assets or fund balances, end of year
$211,094
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $321,454

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2b · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2c · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2d · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2e · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $171 · related or exempt $171 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: RETIREES CHAPTER DUES

    total $1,795 · related or exempt $1,795 · unrelated business $0 · excluded $0

  • 11b · Other revenue: OTHER RECEIPTS

    total $830 · related or exempt $830 · unrelated business $0 · excluded $0

  • 11c · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $2,625

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $221,522 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $2,327 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $14,226 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $7,470 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $17,399 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $9,173 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $12,704 · program services $0 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $1,406 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $30,570 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $3,735 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $9,378 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $80 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $2,393 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $6,349 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: OAKLAND RETIREE CHAPTER

    total $736 · program services $0 · management and general $0 · fundraising $0

  • 24b · Other expenses: GENERAL ELECTION

    total $9,622 · program services $0 · management and general $0 · fundraising $0

  • 24c · Other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24d · Other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $179,526 · end of year $155,745

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $69,676

  • 10b · Land, buildings and equipment: accumulated depreciation

    $45,995

  • 10c · Land, buildings and equipment, net

    beginning of year $23,681 · end of year $23,681

  • 11 · Investments: publicly traded securities

    beginning of year $39,437 · end of year $39,437

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,710 · end of year $7,769

  • 27 · Net assets without donor restrictions

    beginning of year $235,934 · end of year $211,094

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

PROMOTE THE WELFARE OF POSTAL WORKERS

  • ENFORCING THE COLLECTIVE BARGAINING AGREEMENT BY THE FILING OF 335 GRIEVANCES MOST APPEALED FROM THE LOCAL LEVEL TO THE NATIONAL LEVEL OR BINDING ARBITRATION AT FIFTEEN FACILITIES IN OAKLAND CALIFORNIA; AND TWO ADDITIONAL VEHICLE MAINTENANCE FACILITIES NEAR OAKLAND CALIFORNIA; IN A BARGAINING UNIT OF ABOUT 850 EMPLOYEES IN THE CLERK MOTOR VEHICLE AND MAINTENANCE CRAFTS; WITH SHOP STEWARDS ON-SITE 24 HOURS PER DAY SEVEN DAYS PER WEEK INCLUDING HOLIDAYS; WORKING FROM TWO UNION OFFICE LOCATIONS.

  • STRENGTHENING COLLECTIVE BARGAINING THROUGH PARTICIPATION IN THE AMERICAN POSTAL WORKERS UNION BIENNIAL NATIONAL CONVENTION; CLERK MAINTENANCE AND MOTOR VEHICLE CRAFT MEETINGS ON-SITE AT POSTAL FACILITIES WITH THE USPS; AND HOSTING CLOSED MEETINGS WITH CLERK MAINTENANCE AND MOTOR VEHICLE CRAFT UNION MEMBERS AT BOTH THE LOCAL LEVEL AND REGIONAL CALIFORNIA-WIDE LEVEL AT OUR LOCAL UNION OFFICE; CONDUCTING WORKPLACE SAFETY INSPECTIONS WITH THE USPS AT ALL POSTAL FACILITIES AND INCLUDING DETACHED MAILING UNITS DMU; PARTICIPATING IN NATIONAL AND CALIFORNIA STATE AMERICAN POSTAL WORKERS UNION SEMINARS AND CONFERENCES.

  • EDUCATION OF THE MEMBERSHIP THROUGH TOPICAL SEMINARS ON POSTAL WORKER ISSUES; PUBLICATION OF TIMELY INFORMATIONAL BULLETINS; MONTHLY MEMBERSHIP MEETINGS; ASSISTANCE TO MEMBERS IN THE APPROPRIATE FILING OF MERIT SYSTEMS PROTECTION BOARD MSPB APPEALS; EQUAL EMPLOYMENT OPPORTUNITY EEO COMPLAINTS; OFFICE OF WORKER'S COMPENSATION PROGRAMS OWCP CLAIMS; OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION OSHA COMPLAINTS; AND EMPLOYMENT DEVELOPMENT DEPARTMENT EDD CLAIMS; AS A PARTIAL LISTING AND INCLUDING REPRESENTATION OF THOSE MEMBERS AT HEARINGS HELD BY THE AFOREMENTIONED AGENCIES; AND MAINTAINING A WEB SITE TO FACILITATE COMMUNICATIONS OF POSTAL ISSUES AND RESOURCES.

As filed on the 2022 return.

Listed in Part VII

  • Robert L Jeffrey

    PRESIDENT

    Total calculated
    $91,778
    From this org
    $91,778
    From related orgs
    $0
    Other
    $0
    Hours/week
    50
  • Geraldine L Manzo

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $89,144
    From this org
    $88,472
    From related orgs
    $0
    Other
    $672
    Hours/week
    50
  • Paul B Lew

    SECRETARY-TREASURER

    Total calculated
    $8,820
    From this org
    $8,820
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Anna M Villalobos

    RECORDS SECRETARY

    Total calculated
    $4,540
    From this org
    $4,540
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Kenneth Mitchell

    DIRECTOR MOTOR VEHICLE SERVICES

    Total calculated
    $5,742
    From this org
    $5,070
    From related orgs
    $0
    Other
    $672
    Hours/week
    10
  • Michael L Hines

    DIRECTOR MAINTENANCE CRAFT

    Total calculated
    $4,912
    From this org
    $4,240
    From related orgs
    $0
    Other
    $672
    Hours/week
    10
  • Michael E Rodriguez

    DIRECTOR CLERK CRAFT

    Total calculated
    $7,360
    From this org
    $7,360
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Richard M Lindgren

    TRUSTEE

    Total calculated
    $500
    From this org
    $500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Darla L Holly

    CHIEF TRUSTEE

    Total calculated
    $1,450
    From this org
    $1,450
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Reginald T James

    TRUSTEE

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Beatriz B Juarez

    CHIEF STEWARD CLERK CRAFT TOUR 2

    Total calculated
    $420
    From this org
    $420
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Roy T Baldwin

    ASSISTANT DIRECTOR MAINTENANCE

    Total calculated
    $660
    From this org
    $660
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Jason D Simpson

    SERGEANT-AT-ARMS

    Total calculated
    $825
    From this org
    $825
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • James L Perry

    ASST DIRECTOR MOTOR VEHICLE SERVICES

    Total calculated
    $794
    From this org
    $360
    From related orgs
    $0
    Other
    $434
    Hours/week
    2
  • Eterei Wong-Lyons

    ASST DIRECTOR CLERK CRAFT

    Total calculated
    $840
    From this org
    $840
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Cheryl Paez

    CHIEF STEWARD STATIONS

    Total calculated
    $865
    From this org
    $865
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Nicholas Thompson

    CHIEF STEWARD T-3

    Total calculated
    $315
    From this org
    $315
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Robert M Erhardt

    CHIEF STEWARD MVS

    Total calculated
    $250
    From this org
    $250
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
22 February 2023
IRS schema version
2022v4.1
Source object
202310539349300401

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