Civic Intelligence

Teamsters Local 325 Labor Management

990EZ • Fiscal year 2019 • EIN 05-0578591

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 14, 2020

5533 11th StreetRockford, IL 61109

(815) 874-6307

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-13%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-11%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$46,054

Down $7,037 (-13%) from 2018

Net Assets

Down

$46,048

Down $7,043 (-13%) from 2018

Liabilities

Up

$6

Up $6 from 2018

Revenue

Down

$41,206

Down $4,980 (-11%) from 2018

Expenses

Up

$48,249

Up $2,646 (+5.8%) from 2018

Net Income

Down

-$7,043

Down $7,626 (-1308%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $15,848Liabilities 2011: $02011Assets 2012: $35,617Liabilities 2012: $02012Assets 2013: $52,748Liabilities 2013: $02013Assets 2014: $53,796Liabilities 2014: $4992014Assets 2015: $53,910Liabilities 2015: $2712015Assets 2016: $66,033Liabilities 2016: $0Net Assets 2016: $66,0332016Assets 2017: $52,508Liabilities 2017: $0Net Assets 2017: $52,5082017Assets 2018: $53,091Liabilities 2018: $0Net Assets 2018: $53,0912018Assets 2019: $46,054Liabilities 2019: $6Net Assets 2019: $46,0482019Assets 2020: $63,805Liabilities 2020: $58Net Assets 2020: $63,7472020Assets 2021: $85,476Liabilities 2021: $188Net Assets 2021: $85,2882021Assets 2022: $89,817Liabilities 2022: $87Net Assets 2022: $89,7302022Assets 2023: $106,214Liabilities 2023: $543Net Assets 2023: $105,6712023Assets 2024: $83,606Liabilities 2024: $650Net Assets 2024: $82,9562024

Highlighted filing

2019

Assets$46,054
Liabilities$6
Net Assets$46,048

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $32,854Expenses 2011: $27,696Net Income 2011: $5,1582011Revenue 2012: $35,030Expenses 2012: $15,261Net Income 2012: $19,7692012Revenue 2013: $30,845Expenses 2013: $13,714Net Income 2013: $17,1312013Revenue 2014: $41,632Expenses 2014: $41,083Net Income 2014: $5492014Revenue 2015: $49,258Expenses 2015: $48,916Net Income 2015: $3422015Revenue 2016: $49,246Expenses 2016: $36,852Net Income 2016: $12,3942016Revenue 2017: $46,792Expenses 2017: $60,317Net Income 2017: -$13,5252017Revenue 2018: $46,186Expenses 2018: $45,603Net Income 2018: $5832018Revenue 2019: $41,206Expenses 2019: $48,249Net Income 2019: -$7,0432019Revenue 2020: $55,168Expenses 2020: $37,469Net Income 2020: $17,6992020Revenue 2021: $63,032Expenses 2021: $41,491Net Income 2021: $21,5412021Revenue 2022: $59,454Expenses 2022: $55,012Net Income 2022: $4,4422022Revenue 2023: $80,813Expenses 2023: $64,872Net Income 2023: $15,9412023Revenue 2024: $57,317Expenses 2024: $80,032Net Income 2024: -$22,7152024

Highlighted filing

2019

Revenue$41,206
Expenses$48,249
Net Income-$7,043
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Gross Receipts
$41,206
Mission and Program Overview

Mission

Labor management task force

Program Services

DescriptionGrantsExpenses
TO IMPROVE COMMUNICATIONS AND RELATIONS BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY AND PROVIDE A FORUM FOR DISCUSSIONS OF MUTUAL INTEREST$0$0
TO PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES FOR MEMBERS OF TEAMSTERS LOCAL 325 AND EMPLOYERS IN THE INDUSTRY$0$0
TO PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS OF TEAMSTERS AND EMPLOYERS IN THE INDUSTRY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK CALVERTCo-Chair - Union-$0--
GLEN TURPOFFCo-Chair - Employer-$0--
DAVID ANSPAUGHTrustee - Employer-$0--
REGAN CHESTERTrustee - Union - New-$0--
Filing and Contact Details

Filer

Filer Name
Teamsters Local 325 Labor Management
EIN
05-0578591
Phone
8158746307
Address
5533 11TH STREET, ROCKFORD, IL 61109

Signing Officer

Name
Erik Calvert
Title
Co-chair
Phone
8158746307
Signed
2020-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR 700, WESTCHESTER, IL 60154
Preparer
Brandon Wolber
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 109. Description: reimbursements from related organization. Amount: 2,313. Total to form 990-ez, line 8: 2,422.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 310. Description: other. Amount: 56. Total to form 990-ez, line 16: 366.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll witholdings not remitted at y/e. Beg. Of year amount: 0. End of year amount: 6.

Raw XML Appendix126 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ERIK CALVERT
IRS990EZ/BooksInCareOfDetail/PhoneNum08158746307
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05533 11TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCKFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd061109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053091
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046054
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7043
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06461
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053091
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046054
IRS990EZ/GrossReceiptsAmt041206
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053091
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046048
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053091
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046048
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIK CALVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLEN TURPOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID ANSPAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REGAN CHESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR - UNION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIR - EMPLOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE - EMPLOYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE - UNION - NEW
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0366
IRS990EZ/OtherRevenueTotalAmt02422
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LABOR MANAGEMENT TASK FORCE
IRS990EZ/PrintingPublicationsPostageAmt099
IRS990EZ/ProgramServiceRevenueAmt038784
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO IMPROVE COMMUNICATIONS AND RELATIONS BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY AND PROVIDE A FORUM FOR DISCUSSIONS OF MUTUAL INTEREST
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES FOR MEMBERS OF TEAMSTERS LOCAL 325 AND EMPLOYERS IN THE INDUSTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS OF TEAMSTERS AND EMPLOYERS IN THE INDUSTRY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt041323
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt048249
IRS990EZ/TotalRevenueAmt041206
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 109. DESCRIPTION: REIMBURSEMENTS FROM RELATED ORGANIZATION. AMOUNT: 2,313. TOTAL TO FORM 990-EZ, LINE 8: 2,422.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 310. DESCRIPTION: OTHER. AMOUNT: 56. TOTAL TO FORM 990-EZ, LINE 16: 366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYROLL WITHOLDINGS NOT REMITTED AT Y/E. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIK CALVERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08158746307
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL 325 LABOR MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TASK FORCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0050578591
ReturnHeader/Filer/PhoneNum08158746307
ReturnHeader/Filer/USAddress/AddressLine1Txt05533 11TH STREET
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061109
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04FACE35E664BE34504C05171139E07BD5A8DA47B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0013BD4BEA457AB31DE8385915B9401809CC4B7ED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.235.239.120
ReturnHeader/FilingSecurityInformation/IPDt02020-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:50:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 WESTBROOK CORPORATE CTR 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRANDON WOLBER
ReturnHeader/ReturnTs02020-02-14T11:50:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.57$0.80$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.06$0.81$0.65$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.59$0.55$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.63$0.41$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.55$0.37$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.41$0.48$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.46$0.46$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.47$0.60$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.49$0.37$0.12
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.49$0.49$0.00
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.42$0.41$0.01
2013Summary only. Only limited summary data is available for this year.$0.53$0.00$0.31$0.14$0.17
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$0.35$0.15$0.20
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.33$0.28$0.05