Civic Intelligence

Chauffeurs Teamsters and Helpers Local

990 • Fiscal year 2016 • EIN 23-1147664

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 08, 2017

2552 Jefferson StreetHarrisburg, PA 17110

(717) 233-8766

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

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

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Net Margin

39th percentile

3.9%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

31st percentile

$136,708

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Asset Growth

47th percentile

5.8%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

1.0%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,018,850

Up $276,936 (+5.8%) from 2015

Net Assets

Up

$4,924,339

Up $247,975 (+5.3%) from 2015

Liabilities

Up

$94,511

Up $28,961 (+44%) from 2015

Revenue

Up

$5,284,343

Up $52,173 (+1.0%) from 2015

Expenses

Up

$5,077,931

Up $349,484 (+7.4%) from 2015

Net Income

Down

$206,412

Down $297,311 (-59%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $3,840,369Liabilities 2011: $58,583Net Assets 2011: $3,781,7862011Assets 2012: $4,173,096Liabilities 2012: $81,153Net Assets 2012: $4,091,9432012Assets 2013: $4,435,452Liabilities 2013: $62,314Net Assets 2013: $4,373,1382013Assets 2014: $4,354,918Liabilities 2014: $48,311Net Assets 2014: $4,306,6072014Assets 2015: $4,741,914Liabilities 2015: $65,550Net Assets 2015: $4,676,3642015Assets 2016: $5,018,850Liabilities 2016: $94,511Net Assets 2016: $4,924,3392016Assets 2017: $5,583,839Liabilities 2017: $77,389Net Assets 2017: $5,506,4502017Assets 2018: $5,697,805Liabilities 2018: $11,775Net Assets 2018: $5,686,0302018Assets 2019: $6,444,854Liabilities 2019: $9,507Net Assets 2019: $6,435,3472019Assets 2020: $7,846,665Liabilities 2020: $20,024Net Assets 2020: $7,826,6412020Assets 2021: $8,599,974Liabilities 2021: $14,040Net Assets 2021: $8,585,9342021Assets 2022: $8,457,234Liabilities 2022: $30,526Net Assets 2022: $8,426,7082022Assets 2023: $10,258,544Liabilities 2023: $23,573Net Assets 2023: $10,234,9712023Assets 2024: $11,955,106Liabilities 2024: $24,917Net Assets 2024: $11,930,1892024

Highlighted filing

2016

Assets$5,018,850
Liabilities$94,511
Net Assets$4,924,339

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $4,649,7142011Revenue 2012: $4,778,129Expenses 2012: $4,555,064Net Income 2012: $223,0652012Revenue 2013: $4,973,498Expenses 2013: $4,831,074Net Income 2013: $142,4242013Revenue 2014: $5,075,899Expenses 2014: $5,080,696Net Income 2014: -$4,7972014Revenue 2015: $5,232,170Expenses 2015: $4,728,447Net Income 2015: $503,7232015Revenue 2016: $5,284,343Expenses 2016: $5,077,931Net Income 2016: $206,4122016Revenue 2017: $5,432,955Expenses 2017: $5,021,991Net Income 2017: $410,9642017Revenue 2018: $5,636,111Expenses 2018: $5,193,770Net Income 2018: $442,3412018Revenue 2019: $5,699,429Expenses 2019: $5,332,191Net Income 2019: $367,2382019Revenue 2020: $6,283,010Expenses 2020: $5,268,204Net Income 2020: $1,014,8062020Revenue 2021: $6,465,374Expenses 2021: $5,504,309Net Income 2021: $961,0652021Revenue 2022: $6,290,572Expenses 2022: $5,637,327Net Income 2022: $653,2452022Revenue 2023: $7,620,940Expenses 2023: $6,446,101Net Income 2023: $1,174,8392023Revenue 2024: $7,641,052Expenses 2024: $6,456,509Net Income 2024: $1,184,5432024

Highlighted filing

2016

Revenue$5,284,343
Expenses$5,077,931
Net Income$206,412
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 8, 2017
Return Version
2016v3.0
Gross Receipts
$7,017,119
Mission and Program Overview

Mission

To organize workers and to secure improved wages, hours, working conditions, and other economic advantages through organization, negotiation, and collective bargaining.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,913,683$3,052,362▲ $138,679
Investments in Publicly Traded Securities$1,306,072$1,428,680▲ $122,608
Land, Buildings, and Equipment, Net$500,340$514,130▲ $13,790
Inventories for Sale or Use$6,647$8,736▲ $2,089
Prepaid Expenses and Deferred Charges$7,637$7,023▼ $614
Accounts Receivable$672$815▲ $143
Cash and Non-Interest-Bearing Accounts$500$500→ $0
Total Assets$4,741,914$5,018,850▲ $276,936
Other Assets Total$6,363$6,604▲ $241
Liabilities
Mortgage Notes Payable Secured by Investment Property$55,402$81,599▲ $26,197
Other Liabilities$9,476$12,097▲ $2,621
Accounts Payable and Accrued Expenses$672$815▲ $143
Total Liabilities$65,550$94,511▲ $28,961
Net Assets / Fund Balance
Unrestricted Net Assets$4,676,364$4,924,339▲ $247,975
Total Net Assets Fund Balance$4,676,364$4,924,339▲ $247,975
Total Liabilities and Net Assets / Fund Balance$4,741,914$5,018,850▲ $276,936

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$264,280$868,961$1,133,241
Other Land Buildings$146,346$751,303$897,649
Land$103,504-$103,504
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edgar ThompsonPresidentFT$90,439$46,269$136,708
Ronald HicksSec/treasFT$88,198$39,652$127,850
David WolfRec./secr.FT$86,572$39,652$126,224
Robert SmileyTrusteePT$16,162-$16,162
Patrick HollingsheadTrusteePT$12,927-$12,927
David PogueVice Pres.PT$11,320-$11,320
Lindsay DepewTrusteePT$7,748-$7,748
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,055,704
Investment Income
$131,797
Other Revenue
$96,842
Change in Net Assets
$206,412

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,284,343
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$41,563
Total Revenue per Audited Statements
$5,325,906
Total Revenue per Form 990
$5,284,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,519,492
Salaries, Compensation, and Employee Benefits$2,456,384
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,100,063
Other Employee Benefits---$490,914
Fees for Services Legal---$443,079
Current Officers, Directors, Trustees, and Key Employees---$438,939
Pension Plan Contributions---$285,696
All Other Expenses---$219,204
Office Expenses---$174,574
Payroll Taxes---$140,772
Benefits to Members---$102,055
Travel---$69,487
Other Expenses---$65,278
Depreciation Depletion---$64,359
Conferences and Meetings---$34,227
Fees for Services Other---$32,332
Insurance---$28,104
Fees for Services Accounting---$24,050
Interest---$3,649
Total Functional Expenses$0$0$0$5,077,931

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,077,931
Total Expenses per Audited Statements$5,077,931
Total Expenses per Form 990$5,077,931
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Taxes$12,097
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

No, form 990 is normally prepared by an accounting professional, reviewed by the secreatary/treasurer and signed by an officer of the local union, and filed.

Form 990, Part VI, Section B, line 15

Salaries for full time organizers and full time office staff are determined by the local union executive board and the bylaws of the local union.

Form 990, Part VI, Section C, line 19

Governing documents and financial statements are available upon request. Teamsters 776 does not have a conflict of interest policy.

Filing and Contact Details

Filer

Filer Name
International Brotherhood of Teamster
EIN
23-1147664
Phone
7172338766
Address
2552 JEFFERSON STREET, HARRISBURG, PA 17110

Signing Officer

Name
Ronald W Hicks
Title
Treasurer
Phone
7172338766
Signed
2017-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald W Hicks
Formed
1937
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
0
Employees
175
Volunteers
0

Preparer

Firm
Boyer & Ritter
Address
211 House Avenue, Camp Hill, PA 17011
Preparer
Brian Straub
Phone
7177617210
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 1

MODIFIED CASH BASIS

Raw XML Appendix371 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
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02913683
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03052362
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0264280
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0868961
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01133241
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05077931
IRS990ScheduleD/LandGrp/BookValueAmt0103504
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0103504
IRS990ScheduleD/NetUnrealizedGainsInvstAmt041563
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0146346
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0751303
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0897649
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012097
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES
IRS990ScheduleD/RevenueNotReportedAmt041563
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05284343
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0514130
IRS990ScheduleD/TotalExpensesPerForm990Amt05077931
IRS990ScheduleD/TotalLiabilityAmt012097
IRS990ScheduleD/TotalRevenuePerForm990Amt05284343
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05325906
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05077931
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO, FORM 990 IS NORMALLY PREPARED BY AN ACCOUNTING PROFESSIONAL, REVIEWED BY THE SECREATARY/TREASURER AND SIGNED BY AN OFFICER OF THE LOCAL UNION, AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALARIES FOR FULL TIME ORGANIZERS AND FULL TIME OFFICE STAFF ARE DETERMINED BY THE LOCAL UNION EXECUTIVE BOARD AND THE BYLAWS OF THE LOCAL UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. TEAMSTERS 776 DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 1
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04741914
IRS990/TotalAssetsEOYAmt05018850
IRS990/TotalAssetsGrp/BOYAmt04741914
IRS990/TotalAssetsGrp/EOYAmt05018850
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt0175
IRS990/TotalFunctionalExpensesGrp/TotalAmt05077931
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt065550
IRS990/TotalLiabilitiesEOYAmt094511
IRS990/TotalLiabilitiesGrp/BOYAmt065550
IRS990/TotalLiabilitiesGrp/EOYAmt094511
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04676364
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04924339
IRS990/TotalOtherCompensationAmt0125573
IRS990/TotalProgramServiceRevenueAmt05055704
IRS990/TotalReportableCompFromOrgAmt0313366
IRS990/TotalRevenueGrp/ExclusionAmt055004
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05229339
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05284343
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04741914
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05018850
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt069487
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04676364
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04924339
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02552 JEFFERSON STREET
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017110
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.TEAMSTERSLOCAL776.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD W HICKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07172338766
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERNATIONAL BROTHERHOOD OF TEAMSTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL UNION 776
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0231147664
ReturnHeader/Filer/PhoneNum07172338766
ReturnHeader/Filer/USAddress/AddressLine1Txt02552 JEFFERSON STREET
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D9FEE20A0BB118DB1DB3A8050D24E9F1A8A028BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.201.234.14
ReturnHeader/FilingSecurityInformation/IPDt02017-06-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:46:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231311005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boyer & Ritter
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 House Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Camp Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017011
ReturnHeader/PreparerPersonGrp/PhoneNum07177617210
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Straub
ReturnHeader/ReturnTs02017-06-13T09:34:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$12.0$0.02$11.9$7.64$6.46$1.18
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.02$10.2$7.62$6.45$1.17
2022Detailed filing. Detailed filing data is available for this year.$8.46$0.03$8.43$6.29$5.64$0.65
2021Detailed filing. Detailed filing data is available for this year.$8.60$0.01$8.59$6.47$5.50$0.96
2020Detailed filing. Detailed filing data is available for this year.$7.85$0.02$7.83$6.28$5.27$1.01
2019Detailed filing. Detailed filing data is available for this year.$6.44$0.01$6.44$5.70$5.33$0.37
2018Summary only. Only limited summary data is available for this year.$5.70$0.01$5.69$5.64$5.19$0.44
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.08$5.51$5.43$5.02$0.41
2016Detailed filing. Detailed filing data is available for this year.$5.02$0.09$4.92$5.28$5.08$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.74$0.07$4.68$5.23$4.73$0.50
2014Detailed filing. Detailed filing data is available for this year.$4.35$0.05$4.31$5.08$5.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.44$0.06$4.37$4.97$4.83$0.14
2012Summary only. Only limited summary data is available for this year.$4.17$0.08$4.09$4.78$4.56$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.06$3.78$4.65
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • $5M-$10M nonprofits