Civic Intelligence

International Brthrhd of Teamsters Local Union 623

990 • Fiscal year 2017 • EIN 23-6003359

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 09, 2018

Organization ProfileWWW.TEAMSTERS623.ORG
4369 Richmond StreetPhiladelphia, PA 19137

(215) 289-0580

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

45th percentile

4.2%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

81st percentile

$179,311

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

5.1%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

5.7%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,698,577

Up $27,582 (+1.7%) from 2015

Net Assets

Up

$1,697,901

Up $27,423 (+1.6%) from 2015

Liabilities

Up

$676

Up $159 (+31%) from 2015

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin45th percentile

Revenue

Up

$1,957,011

Up $126,334 (+6.9%) from 2015

Expenses

Up

$1,874,536

Up $163,447 (+9.6%) from 2015

Net Income

Down

$82,475

Down $37,113 (-31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,428,331Liabilities 2010: $17Net Assets 2010: $1,428,3142010Assets 2012: $1,548,223Liabilities 2012: $68,154Net Assets 2012: $1,480,0692012Assets 2013: $1,420,720Liabilities 2013: $0Net Assets 2013: $1,420,7202013Assets 2014: $1,551,058Liabilities 2014: $168Net Assets 2014: $1,550,8902014Assets 2015: $1,670,995Liabilities 2015: $517Net Assets 2015: $1,670,4782015Assets 2017: $1,698,577Liabilities 2017: $676Net Assets 2017: $1,697,9012017Assets 2019: $2,332,519Liabilities 2019: $676Net Assets 2019: $2,331,8432019Assets 2020: $2,932,807Liabilities 2020: $676Net Assets 2020: $2,932,1312020Assets 2021: $3,399,041Liabilities 2021: $761Net Assets 2021: $3,398,2802021Assets 2022: $3,609,322Liabilities 2022: $1,452Net Assets 2022: $3,607,8702022Assets 2024: $2,847,172Liabilities 2024: $928Net Assets 2024: $2,846,2442024

Highlighted filing

2017

Assets$1,698,577
Liabilities$676
Net Assets$1,697,901
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,367,5952010Expenses 2012: $1,467,0532012Revenue 2013: $1,451,965Expenses 2013: $1,511,314Net Income 2013: -$59,3492013Revenue 2014: $1,705,018Expenses 2014: $1,574,848Net Income 2014: $130,1702014Revenue 2015: $1,830,677Expenses 2015: $1,711,089Net Income 2015: $119,5882015Revenue 2017: $1,957,011Expenses 2017: $1,874,536Net Income 2017: $82,4752017Revenue 2019: $2,543,272Expenses 2019: $2,225,050Net Income 2019: $318,2222019Revenue 2020: $3,046,807Expenses 2020: $2,446,519Net Income 2020: $600,2882020Revenue 2021: $3,118,029Expenses 2021: $2,651,880Net Income 2021: $466,1492021Revenue 2022: $3,078,895Expenses 2022: $2,869,305Net Income 2022: $209,5902022Revenue 2024: $2,388,706Expenses 2024: $2,820,040Net Income 2024: -$431,3342024

Highlighted filing

2017

Revenue$1,957,011
Expenses$1,874,536
Net Income$82,475
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 9, 2018
Return Version
2017v2.2
Gross Receipts
$1,957,011
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,550,602$1,561,215▲ $10,613
Land, Buildings, and Equipment, Net$24,700$94,483▲ $69,783
Cash and Non-Interest-Bearing Accounts$40,800$42,879▲ $2,079
Total Assets$1,616,102$1,698,577▲ $82,475
Liabilities
Accounts Payable and Accrued Expenses$676$676→ $0
Total Liabilities$676$676→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,615,426$1,697,901▲ $82,475
Total Net Assets Fund Balance$1,615,426$1,697,901▲ $82,475
Total Liabilities and Net Assets / Fund Balance$1,616,102$1,698,577▲ $82,475

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$92,518$443,299$535,817
Equipment$965$61,819$62,784
Land$1,000-$1,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert WhartenbyTrusteebusiness AgentFT$110,661$68,650$179,311
William MorrisPresidentFT$108,081$68,650$176,731
Kevin MalleeRecording SecretaryFT$107,759$68,650$176,409
William J ShanahanSec TreasurerFT$107,053$68,655$175,708
Joan McgovernVice PresidentFT$107,052$68,655$175,707
Izzy GrayTrustee-$10,891$3,857$14,748
Nathan Daniels IiiTrusteePT$7,513$2,466$9,979
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,905,466
Investment Income
$17,771
Other Revenue
$33,774
Change in Net Assets
$82,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,957,011
Total Revenue per Audited Statements
$1,957,011
Total Revenue per Form 990
$1,957,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,101,780
Other Expenses$751,616
Grants and Similar Amounts Paid$21,140
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$908,608
Payments to Affiliates---$445,683
Other Salaries and Wages---$79,576
Travel---$77,613
Payroll Taxes---$49,798
Occupancy---$39,969
Fees for Services Legal---$38,277
Office Expenses---$36,170
Pension Plan Contributions---$35,866
Other Employee Benefits---$27,932
Fees for Services Accounting---$22,750
Grants to Domestic Orgs---$21,140
Depreciation Depletion---$18,234
Insurance---$17,320
Fees for Services Other---$11,915
Conferences and Meetings---$11,817
Other Expenses$5,804--$5,804
Information Technology---$795
Total Functional Expenses$0$0$0$1,874,536

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,874,536
Total Expenses per Audited Statements$1,874,536
Total Expenses per Form 990$1,874,536
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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

Members or stockholder classes and rights Part VI line 6

“Teamsters local no 623 is a member organization. The qualifications for and duties of membership are described in section 20 of the organizations bylaws which are available upon request. Dues and initiation fees are described in section 18 of the by-laws.”

Member election for additional members Part VI line 7A

“The nominations and elections of teamsters local no 623s governing body are described in section 17 of the organizations by-laws”

Form 990 governing body review Part VI line 11

“Teamsters local no 623s form 990 is prepared by its independent public accountant who then forwards the completed return to the organizations secretary-treasurer for presentation to the governing body and signature”

CEO executive director top management comp Part VI line 15A

“The process for determining officers and key employees salaries, allowances and benefits are described under sections 14 and 16, respectively, of the organizations by-laws which are available upon request.”

Other officer or key employee compensation Part VI line 15B

“The process for determining officers and key employees salaries, allowances and benefits are described under sections 14 and 16, respectively , of the organizations by-laws which are available upon request”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local Union 623
EIN
23-6003359
Address
4369 RICHMOND STREET, PHILADELPHIA, PA 19137

Signing Officer

Name
William J Shanahan
Title
Secretary Treas
Signed
2018-07-09
Discuss with paid preparer
No

Organization Details

Principal Officer
William J Shanahan
Formed
1930
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
0
Employees
10

Preparer

Firm
Perry N Blackman CPA
Address
506 Corporate Drive West, Langhorne, PA 19047
Preparer
Perry N Blackman
Phone
2677570720
Supplemental Narrative

Additional Explanations

Other or change in accounting method Part XII line 1

“Teamsters local union no 623 uses the modified cash basis of accounting.”

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“Management is required to evaluate tax positions taken by the local and recongnize a tax liability if the local has taken an undertain postion that, more likely than not, would no be sustained upon exemination by the us federal, state, or local taxing authorities. The local is subject to reoutine aduits by taxig jurisdictions. However, there are currently no audits for any tax periods in progress. Typically, tax years will remian open for three years; however, this may differ depending upon the circumstances of local 623.”

Raw XML AppendixShowing 400 of 410 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL AND RECONGNIZE A TAX LIABILITY IF THE LOCAL HAS TAKEN AN UNDERTAIN POSTION THAT, MORE LIKELY THAN NOT, WOULD NO BE SUSTAINED UPON EXEMINATION BY THE US FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE LOCAL IS SUBJECT TO REOUTINE ADUITS BY TAXIG JURISDICTIONS. HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMIAN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF LOCAL 623.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WILLIAM J SHANAHAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOAN MCGOVERN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2WILLIAM MORRIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3KEVIN MALLEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4ROBERT WHARTENBY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SEC TREASURER
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4TRUSTEEBUSINESS AGENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEAMSTERS LOCAL NO 623 IS A MEMBER ORGANIZATION. THE QUALIFICATIONS FOR AND DUTIES OF MEMBERSHIP ARE DESCRIBED IN SECTION 20 OF THE ORGANIZATIONS BYLAWS WHICH ARE AVAILABLE UPON REQUEST. DUES AND INITIATION FEES ARE DESCRIBED IN SECTION 18 OF THE BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NOMINATIONS AND ELECTIONS OF TEAMSTERS LOCAL NO 623S GOVERNING BODY ARE DESCRIBED IN SECTION 17 OF THE ORGANIZATIONS BY-LAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEAMSTERS LOCAL NO 623S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE ORGANIZATIONS SECRETARY-TREASURER FOR PRESENTATION TO THE GOVERNING BODY AND SIGNATURE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR DETERMINING OFFICERS AND KEY EMPLOYEES SALARIES, ALLOWANCES AND BENEFITS ARE DESCRIBED UNDER SECTIONS 14 AND 16, RESPECTIVELY, OF THE ORGANIZATIONS BY-LAWS WHICH ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR DETERMINING OFFICERS AND KEY EMPLOYEES SALARIES, ALLOWANCES AND BENEFITS ARE DESCRIBED UNDER SECTIONS 14 AND 16, RESPECTIVELY , OF THE ORGANIZATIONS BY-LAWS WHICH ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEAMSTERS LOCAL UNION NO 623 USES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other or change in accounting method Part XII line 1
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1W J COOKE MEMEORIAL SCHOLARSHIP FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2TEAMSTERS LOCAL NO 623 POLITICAL AC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LEGAL SERVICES FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SCHOLARSHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2POLITICAL ACTION COMMITTEE527
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14369 RICHMOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt24639 RICHMOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PHILADELPHIA
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01698577
IRS990/TotalAssetsGrp/BOYAmt01616102
IRS990/TotalAssetsGrp/EOYAmt01698577
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01874536
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0676
IRS990/TotalLiabilitiesEOYAmt0676
IRS990/TotalLiabilitiesGrp/BOYAmt0676
IRS990/TotalLiabilitiesGrp/EOYAmt0676
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01697901
IRS990/TotalOtherCompensationAmt0349583
IRS990/TotalProgramServiceRevenueAmt01905466
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt01615426
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01697901
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.TEAMSTERS623.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J SHANAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREAS
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ReturnHeader/FilingSecurityInformation/IPDt02018-07-09
ReturnHeader/FilingSecurityInformation/IPTm013:57:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232244789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Perry N Blackman CPA
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,698,577
Liabilities
$676
Net assets
$1,697,901
Revenue
$1,957,011
Expenses
$1,874,536
Net income
$82,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$2.39$2.82$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.00$3.61$3.08$2.87$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$3.12$2.65$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$3.05$2.45$0.60
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.00$2.33$2.54$2.23$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.96$1.87$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.83$1.71$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.71$1.57$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$1.45$1.51$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.07$1.48$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$1.37