Civic Intelligence

Teamsters Local No 401

990 • Fiscal year 2017 • EIN 24-0740310

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 06, 2018

Organization ProfileN/A
260 S Washington StWilkesbarre, PA 18701

(570) 823-3121

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

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

Liabilities / Revenue

39th percentile

0.01x

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

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

Net Margin

48th percentile

5.1%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

88th percentile

$202,482

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

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

Asset Growth

61st percentile

9.1%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

78th percentile

12%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$1,515,223

Up $125,767 (+9.1%) from 2016

Net Assets

Up

$1,508,981

Up $137,328 (+10%) from 2016

Liabilities

Down

$6,242

Down $11,561 (-65%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin48th percentile

Revenue

Up

$989,742

Up $105,834 (+12%) from 2016

Expenses

Up

$939,266

Up $44,391 (+5.0%) from 2016

Net Income

Up

$50,476

Up $61,443 (+560%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,170,926Liabilities 2010: $0Net Assets 2010: $1,170,9262010Assets 2011: $1,246,362Liabilities 2011: $10,788Net Assets 2011: $1,235,5742011Assets 2012: $1,274,457Liabilities 2012: $0Net Assets 2012: $1,274,4572012Assets 2013: $1,357,377Liabilities 2013: $0Net Assets 2013: $1,357,3772013Assets 2014: $1,342,491Liabilities 2014: $8,636Net Assets 2014: $1,333,8552014Assets 2015: $1,342,061Liabilities 2015: $31,735Net Assets 2015: $1,310,3262015Assets 2016: $1,389,456Liabilities 2016: $17,803Net Assets 2016: $1,371,6532016Assets 2017: $1,515,223Liabilities 2017: $6,242Net Assets 2017: $1,508,9812017Assets 2018: $1,430,463Liabilities 2018: $13,211Net Assets 2018: $1,417,2522018Assets 2019: $1,575,055Liabilities 2019: $7,557Net Assets 2019: $1,567,4982019Assets 2020: $1,650,025Liabilities 2020: $0Net Assets 2020: $1,650,0252020Assets 2021: $2,035,158Liabilities 2021: $23,130Net Assets 2021: $2,012,0282021Assets 2022: $1,742,041Liabilities 2022: $10,588Net Assets 2022: $1,731,4532022Assets 2023: $1,842,161Liabilities 2023: $0Net Assets 2023: $1,842,1612023Assets 2024: $1,920,421Liabilities 2024: $1,634Net Assets 2024: $1,918,7872024

Highlighted filing

2017

Assets$1,515,223
Liabilities$6,242
Net Assets$1,508,981
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $749,2542010Expenses 2011: $753,0142011Expenses 2012: $798,8572012Revenue 2013: $907,863Expenses 2013: $824,943Net Income 2013: $82,9202013Revenue 2014: $857,507Expenses 2014: $888,152Net Income 2014: -$30,6452014Revenue 2015: $897,070Expenses 2015: $859,911Net Income 2015: $37,1592015Revenue 2016: $883,908Expenses 2016: $894,875Net Income 2016: -$10,9672016Revenue 2017: $989,742Expenses 2017: $939,266Net Income 2017: $50,4762017Revenue 2018: $996,942Expenses 2018: $980,925Net Income 2018: $16,0172018Revenue 2019: $951,340Expenses 2019: $975,913Net Income 2019: -$24,5732019Revenue 2020: $954,640Expenses 2020: $1,006,728Net Income 2020: -$52,0882020Revenue 2021: $1,203,374Expenses 2021: $948,012Net Income 2021: $255,3622021Revenue 2022: $1,071,275Expenses 2022: $978,684Net Income 2022: $92,5912022Revenue 2023: $1,051,058Expenses 2023: $1,023,545Net Income 2023: $27,5132023Revenue 2024: $1,152,932Expenses 2024: $1,030,402Net Income 2024: $122,5302024

Highlighted filing

2017

Revenue$989,742
Expenses$939,266
Net Income$50,476
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 6, 2018
Return Version
2017v2.3
Gross Receipts
$1,061,878
Mission and Program Overview

Mission

LABOR UNION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$965,062$1,089,018▲ $123,956
Savings and Temporary Cash Investments$215,143$216,983▲ $1,840
Cash and Non-Interest-Bearing Accounts$85,031$111,131▲ $26,100
Land, Buildings, and Equipment, Net$124,220$98,091▼ $26,129
Total Assets$1,389,456$1,515,223▲ $125,767
Liabilities
Unsecured Notes Loans Payable$17,803$6,242▼ $11,561
Total Liabilities$17,803$6,242▼ $11,561
Net Assets / Fund Balance
Unrestricted Net Assets$1,371,653$1,508,981▲ $137,328
Total Net Assets Fund Balance$1,371,653$1,508,981▲ $137,328
Total Liabilities and Net Assets / Fund Balance$1,389,456$1,515,223▲ $125,767

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$52,388$253,387$305,775
Equipment$38,836$63,394$102,230
Other Land Buildings-$15,774$15,774
Land$6,867-$6,867
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick ConnorsSec/treasFT$130,067$72,415$202,482
Scott KucharskiPresidentFT$90,948$62,900$153,848
John ColwellTrusteePT$2,745-$2,745
Martin BinnerTrusteePT$2,745-$2,745
Thomas SissickVice PresidePT$2,745-$2,745
Dale KellerTrusteePT$2,460-$2,460
Neil MartinchekRecording Se-$460-$460
Ranee SmithRecording Se-$460-$460
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$918,210
Investment Income
$41,988
Other Revenue
$29,544
Change in Net Assets
$50,476

Audited Revenue Reconciliation

Revenue per Audited Statements
$986,699
Revenue Not Reported on Financial Statements
$3,043
Revenue Not Reported on Form 990
$86,852
Total Revenue per Audited Statements
$1,073,551
Total Revenue per Form 990
$989,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$494,140
Other Expenses$445,126
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$230,867
Payments to Affiliates---$221,177
Pension Plan Contributions---$115,637
Other Employee Benefits---$78,173
Other Salaries and Wages---$46,665
Fees for Services Legal---$31,815
Fees for Services Accounting---$31,600
Depreciation Depletion---$26,129
Occupancy---$24,299
Payroll Taxes---$22,798
Travel---$16,643
All Other Expenses---$16,389
Insurance---$7,757
Office Expenses---$6,577
Other Expenses---$3,228
Fees for Service Investment Mgmnt Fees---$3,043
Conferences and Meetings---$738
Interest---$441
Total Functional Expenses$0$0$0$939,266

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$939,266
Expenses per Audited Statements$936,223
Total Expenses per Audited Statements$936,223
Expenses Not Reported on Financial Statements$3,043
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The local is a membership organization. Membership is described in the local's by-laws which are available upon request.”

Form 990, Page 6, Part VI, Line 7A

“The members of the local elect the officers of the governing board of the local.”

Form 990, Page 6, Part VI, Line 7B

“Certain decisions of the governing board are subject to general membership approval - such as the purchase or sale of real estate.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is prepared by the local's independant certified public accounting firm. It is then forwarded to the local for review and signature by an officer.”

Form 990, Page 6, Part VI, Line 15A

“The trustees review pay scales and benefit packages for all staff at trustees meetings with written minutes as substantiation of actions taken.”

Form 990, Page 6, Part VI, Line 15B

“The trustees review pay scales and benefit packages for all staff at trustees meetings with written minutes as substantiation of actions taken.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are made available to the public on request. A trustees report summarizing the monthly revenues and expenditures are reviewed at monthly union meetings. The trustees report is also filed with the parent organization - the international brotherhood of teamsters.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local No 401
EIN
24-0740310
Phone
5708233121
Address
260 S WASHINGTON ST, WILKESBARRE, PA 18701

Signing Officer

Name
Patrick Connors
Title
Sec/treas
Phone
5708233121
Signed
2018-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Connors
Formed
1922
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
0
Employees
11

Preparer

Firm
Kosmerl & Company Pc
Address
535 N 5TH ST, READING, PA 19601
Preparer
John C Kosmerl CPA
Phone
6103725815
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Organize workers & secure improved collective bargaining”

Raw XML Appendix373 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/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015774
IRS990ScheduleD/RevenueNotReportedAmt086852
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03043
IRS990ScheduleD/RevenueSubtotalAmt0986699
IRS990ScheduleD/TotalBookValueLandBuildingsAmt098091
IRS990ScheduleD/TotalExpensesPerForm990Amt0939266
IRS990ScheduleD/TotalRevenuePerForm990Amt0989742
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01073551
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0936223
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt190948
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt043569
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt137622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt028846
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZE WORKERS & SECURE IMPROVED COLLECTIVE BARGAINING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LOCAL IS A MEMBERSHIP ORGANIZATION. MEMBERSHIP IS DESCRIBED IN THE LOCAL'S BY-LAWS WHICH ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE LOCAL ELECT THE OFFICERS OF THE GOVERNING BOARD OF THE LOCAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CERTAIN DECISIONS OF THE GOVERNING BOARD ARE SUBJECT TO GENERAL MEMBERSHIP APPROVAL - SUCH AS THE PURCHASE OR SALE OF REAL ESTATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS PREPARED BY THE LOCAL'S INDEPENDANT CERTIFIED PUBLIC ACCOUNTING FIRM. IT IS THEN FORWARDED TO THE LOCAL FOR REVIEW AND SIGNATURE BY AN OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEES REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUSTEES REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST. A TRUSTEES REPORT SUMMARIZING THE MONTHLY REVENUES AND EXPENDITURES ARE REVIEWED AT MONTHLY UNION MEETINGS. THE TRUSTEES REPORT IS ALSO FILED WITH THE PARENT ORGANIZATION - THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01389456
IRS990/TotalAssetsEOYAmt01515223
IRS990/TotalAssetsGrp/BOYAmt01389456
IRS990/TotalAssetsGrp/EOYAmt01515223
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IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0939266
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017803
IRS990/TotalLiabilitiesEOYAmt06242
IRS990/TotalLiabilitiesGrp/BOYAmt017803
IRS990/TotalLiabilitiesGrp/EOYAmt06242
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01371653
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01508981
IRS990/TotalOtherCompensationAmt0135315
IRS990/TotalProgramServiceRevenueAmt0918210
IRS990/TotalReportableCompFromOrgAmt0232630
IRS990/TotalRevenueGrp/ExclusionAmt043272
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0946470
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0989742
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01389456
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01515223
IRS990/TravelGrp/TotalAmt016643
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01371653
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01508981
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt017803
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt06242
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0260 S WASHINGTON ST
IRS990/USAddress/CityNm0WILKES BARRE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018703
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK CONNORS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum05708233121
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL NO 401
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0240740310
ReturnHeader/Filer/PhoneNum05708233121
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 S WASHINGTON ST
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7642E7219E1BA7591D5224DC9163471DB1D9771
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.163.95.246
ReturnHeader/FilingSecurityInformation/IPDt02018-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:08:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232872012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSMERL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 N 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019601
ReturnHeader/PreparerPersonGrp/PhoneNum06103725815
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C KOSMERL CPA
ReturnHeader/ReturnTs02018-07-20T13:08:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,515,223
Liabilities
$6,242
Net assets
$1,508,981
Revenue
$989,742
Expenses
$939,266
Net income
$50,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.15$1.03$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$1.05$1.02$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$1.07$0.98$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.02$2.01$1.20$0.95$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.95$1.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.95$0.98$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$1.00$0.98$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.01$1.51$0.99$0.94$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.02$1.37$0.88$0.89$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.03$1.31$0.90$0.86$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$0.86$0.89$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.91$0.82$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.01$1.24$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.75