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Nonprofiteer
← AMERICAN POSTAL WORKERS UNION

Form 990 for tax year 2023

Filed by AMERICAN POSTAL WORKERS UNION.

Totals

Total revenue
$161,962
Total expenses
$198,791
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$159,704
Investment income
$2,258
Other revenue
$0
Total assets, end of year
$141,051
Total liabilities, end of year
$2,643
Net assets or fund balances, end of year
$138,408
Program services expenses (Part IX)
$124,212
Management and general expenses
$74,579
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 62.5% 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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $116,675 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: CONFERENCE REGISTRATIONS

    total $43,029 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $4,311 · unrelated business $0 · excluded $4,311

  • 7a · Gross sales of assets other than inventory

    securities $37,130

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

    securities $39,183

  • 7c · Gain or loss

    securities -$2,053

  • 7d · Net gain or loss

    total -$2,053 · related or exempt $0 · unrelated business $0 · excluded -$2,053

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,090 · program services $3,090

  • 5 · Compensation of officers, directors and key employees

    total $48,814 · program services $24,407 · management and general $24,407 · fundraising $0

  • 7 · Other salaries and wages

    total $11,526 · program services $11,526 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $5,318 · program services $3,168 · management and general $2,150 · fundraising $0

  • 11b · Fees: legal

    total $16,441 · program services $0 · management and general $16,441 · fundraising $0

  • 11c · Fees: accounting

    total $6,720 · program services $0 · management and general $6,720 · fundraising $0

  • 11f · Fees: investment management

    total $1,252 · program services $0 · management and general $1,252 · fundraising $0

  • 11g · Fees: other

    total $1,893 · program services $1,893 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $7,134 · program services $0 · management and general $7,134 · fundraising $0

  • 17 · Travel

    total $26,354 · program services $26,354 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $46,441 · program services $46,441 · management and general $0 · fundraising $0

  • 20 · Interest

    total $45 · program services $0 · management and general $45 · fundraising $0

  • 23 · Insurance

    total $3,071 · program services $0 · management and general $3,071 · fundraising $0

  • 24a · Other expenses: BANK SERVICE CHARGES

    total $52 · program services $0 · management and general $52 · fundraising $0

  • 24b · Other expenses: POSTAGE

    total $3,506 · program services $3,506 · management and general $0 · fundraising $0

  • 24c · Other expenses: TELEPHONE EXPENSE

    total $800 · program services $0 · management and general $800 · fundraising $0

  • 24d · Other expenses: PER CAPITA TAX

    total $2,827 · program services $2,827 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $13,507 · program services $1,000 · management and general $12,507 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,367 · end of year $14,288

  • 2 · Savings and temporary cash investments

    beginning of year $798 · end of year $3,192

  • 11 · Investments: publicly traded securities

    beginning of year $162,402 · end of year $123,371

  • 15 · Other assets

    beginning of year $200 · end of year $200

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,530 · end of year $2,643

  • 31 · Retained earnings, endowment or other funds

    beginning of year $175,237 · end of year $138,408

Mission and programs · 2023

Mission

DEFEND AND EDUCATE MEMBERSHIP BY PROVIDING ADVICE, REPRESENTATION AND GUIDANCE CONCERNING BENEFITS, GRIEVANCES, AND LABOR/MANAGEMENT ISSUES.

Activities or mission (Part I)

DEFEND AND EDUCATE MEMBERSHIP BY PROVIDING ADVICE, REPRESENTATION AND GUIDANCE CONCERNING BENEFITS, GRIEVANCES AND LABOR/MANAGEMENT ISSUES.

  • DEFENDED THE MEMBERSHIP FROM DISCIPLINE THROUGH THE GRIEVANCE AND ARBITRATION PROCESS AND EDUCATED MEMBERS REGARDING THEIR RIGHTS.

As filed on the 2023 return.

Listed in Part VII

  • Dorothy Tyler

    SECRETARY

    Total calculated
    $12,571
    From this org
    $12,571
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.4

  • Jeffrey Watson

    CLERK CRAFT DIRECTOR

    Total calculated
    $1,943
    From this org
    $1,943
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.4

  • Phyllis Robinson

    TREASURER

    Total calculated
    $11,134
    From this org
    $11,134
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.9

  • Trina Bennett-Fair

    PRESIDENT

    Total calculated
    $15,944
    From this org
    $15,944
    From related orgs
    $0
    Other
    $0
    Hours/week
    8.9

  • Charles L Grant III

    MVS CRAFT DIRECTOR

    Total calculated
    $1,643
    From this org
    $1,643
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.6

  • Joseph H Lee Jr

    MAINT. CRAFT DIRECTOR

    Total calculated
    $1,426
    From this org
    $1,426
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.9

  • Roger Rhodes

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $2,647
    From this org
    $2,647
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.6

  • Shannon Spates

    HEALTHCARE DIRECTOR

    Total calculated
    $1,506
    From this org
    $1,506
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.4

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2024
IRS schema version
2023v5.1
Source object
202433209349326213

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