Local 509 Service Employees International Union
Nonprofit profile at a glance
- EIN
- 046190454
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Marlborough, MA, USA
- Phone
- 7748437509
- Rating confidence
- Limited
Reported finances
- Revenue
- $18,487,485
- Expenses
- $16,225,415
- Assets
- $20,405,576
- Liabilities
- $2,974,501
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
103 people listed
Executive titles in this filing
- ORLANDO PENA (PSHS CHAPTER PRESIDENT)
- KIMBERLY N PEPIN (ELDER SERV CHAP PRESIDENT)
- JAMIE POUDRIER (DTA CHAPTER PRESIDENT)
- CELINA REYES (FCC CHAPTER PRESIDENT)
- SCOTT ROGERS (IST CHAPTER PRESIDENT)
- TINA SIMMERMAN (DDS JEB CHAPTER PRESIDENT)
Highest reported compensation
- DAVID FOLEY (PRESIDENT): $199,453 total reported compensation
- ISRAEL PIERRE (TREASURER): $171,762 total reported compensation
- ORLANDO PENA (PSHS CHAPTER PRESIDENT): $164,608 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Local 509 was formed to organize and unite all workers, eligible for membership herein, for their mutual advancement, both socially and economically, eradicate discriminatory practices by employers and society at large, foster the value of public commitment for human services and education, and to promote and encourage the involvement of members in the political process, including elections and other forms of political activities.
What it reported doing in 2024
The local provides support for its members through collective bargaining and grievance assistance.
Operating model
- Revenue model
- Earned-program. 96% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 70
- Accountability: 91
- Sustainability: 60
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 12.2%; rating input score 72; 72nd percentile among comparable filings
- Total-asset coverage ratio: 1.26; rating input score 44; 44th percentile among comparable filings
- Liabilities to assets ratio: 0.15; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 5.9%; rating input score 44; 44th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 5.2% per year; rating input score 100; 45th percentile among comparable filings
- Asset growth: 17.2% per year; rating input score 100; 85th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 103 of 103 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $199K · 103 people listed · 1 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $502K reported
- Consistency: 13 of 13 current checks pass
- Schedules: 5 filed schedules · includes major donors and executive pay
- Filing history: 12 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 40 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
- Moderate — Sustainability: Officer compensation ratio scored 44/100.