← OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION

Form 990 for tax year 2023

Filed by OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION.

Totals

Total revenue: $770,206
Total expenses: $713,601
Contributions and grants received: $311,753
Grants paid: $159,600
Program service revenue: $457,942
Investment income: $200
Other revenue: $311
Total assets, end of year: $259,734
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $259,734
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

$0
1c · Fundraising events

$15,387
1d · Related organizations

$296,366
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$0
1g · Noncash contributions included above

$0
2a · Program service revenue: Dues Income

total $456,422 · related or exempt $456,422 · unrelated business $0 · excluded $0
2b · Program service revenue: Initiation Fees

total $1,520 · related or exempt $1,520 · 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 $200 · related or exempt $200 · 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
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$15,387
11a · Other revenue: Insurance rebate

total $311 · related or exempt $311 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$311

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0
2 · Grants to domestic individuals

total $159,600
3 · Grants to foreign organizations and individuals

total $0
4 · Benefits paid to or for members

total $0
5 · Compensation of officers, directors and key employees

total $175,386
6 · Compensation of disqualified persons

total $4,450
7 · Other salaries and wages

total $0
8 · Pension plan contributions

total $28,197
9 · Other employee benefits

total $1,276
10 · Payroll taxes

total $14,128
11a · Fees: management

total $0
11b · Fees: legal

total $76,368
11c · Fees: accounting

total $291
11d · Fees: lobbying

total $0
11e · Fees: professional fundraising services

total $0
11f · Fees: investment management

total $0
11g · Fees: other

total $0
12 · Advertising and promotion

total $0
13 · Office expenses

total $14,982
14 · Information technology

total $2,530
15 · Royalties

total $0
16 · Occupancy

total $8,100
17 · Travel

total $213
18 · Travel or entertainment for public officials

total $0
19 · Conferences, conventions and meetings

total $27,226
20 · Interest

total $0
21 · Payments to affiliates

total $144,171
22 · Depreciation, depletion and amortization

total $0
23 · Insurance

total $6,139
24a · Other expenses: Strike Expenses

total $30,365
24b · Other expenses: Bargaining/Organizing

total $20,179

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $137,402 · end of year $194,017
2 · Savings and temporary cash investments

beginning of year $65,613 · end of year $65,667
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 $50 · end of year $50
11 · Investments: publicly traded securities

beginning of year $0 · end of year $0
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 $0 · end of year $0
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $203,065 · end of year $259,734

Mission and programs · 2023

Mission

Our mission is to promote and champion the legitimate struggles of professional, technical and clerical employees.

To promote and champion the legitimate struggles of professional, technical and clerical employees toward achieving economic well-being, general welfare and rights as workers and citizens. This local services more than 600 members.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

M Kathryn Bartlett-Mulvihill

President/Business Agent

Total calculated

$84,329

From this org

$80,181

From related orgs

$0

Other

$4,148

Hours/week

40
Debra Eveland

Trustee/Business Agent

Total calculated

$66,023

From this org

$61,781

From related orgs

$0

Other

$4,242

Hours/week

30
Joseph Evica

Business Agent

Total calculated

$32,566

From this org

$25,920

From related orgs

$0

Other

$6,646

Hours/week

40

Schedule J breakdown matched by us

Base

$25,920

Bonus

$0

Other

$6,646

Deferred

$0

Nontaxable benefits

$0

Filer's total

$32,566
Lori Richardson

Secretary/Treasurer

Total calculated

$4,058

From this org

$3,568

From related orgs

$0

Other

$490

Hours/week

10
Michael Farwell

Vice President

Total calculated

$3,623

From this org

$700

From related orgs

$0

Other

$2,923

Hours/week

5
Bryan Barber

Trustee/Organizer

Total calculated

$3,608

From this org

$2,055

From related orgs

$0

Other

$1,553

Hours/week

4
Kelsey Hahn

Recording Secretary

Total calculated

$3,574

From this org

$0

From related orgs

$0

Other

$3,574

Hours/week

5
Joel Bryhan

Trustee

Total calculated

$3,029

From this org

$700

From related orgs

$0

Other

$2,329

Hours/week

1
Sarah Larsen

Trustee

Total calculated

$2,914

From this org

$630

From related orgs

$0

Other

$2,284

Hours/week

1
DeAnna Braaksma

Trustee

Total calculated

$1,966

From this org

$700

From related orgs

$0

Other

$1,266

Hours/week

1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I, Line 3: Business Agent Joseph Evica left employment in November 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 1 May 2024
IRS schema version: 2023v5.0
Source object: 202441229349301534

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.