Civic Intelligence

Auto Transportation Union Local 964

990 • Fiscal year 2017 • EIN 34-0241030

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 19, 2018

Organization ProfileWWW.IBTLOCAL964.ORG
6511 Eastland Road Ste 120Brook Park, OH 44142

(440) 243-8715

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

53rd percentile

5.7%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$122,850

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

4.4%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$154,829

Up $36,831 (+31%) from 2016

Net Assets

Up

$154,829

Up $36,831 (+31%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin53rd percentile

Revenue

Up

$644,167

Up $27,376 (+4.4%) from 2016

Expenses

Down

$607,336

Down $9,158 (-1.5%) from 2016

Net Income

Up

$36,831

Up $36,534 (+12301%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$400K$300K$200K$100K$0Assets 2011: $202,894Liabilities 2011: $0Net Assets 2011: $202,8942011Assets 2012: $163,449Liabilities 2012: $0Net Assets 2012: $163,4492012Assets 2013: $110,777Liabilities 2013: $0Net Assets 2013: $110,7772013Assets 2014: $111,891Liabilities 2014: $0Net Assets 2014: $111,8912014Assets 2015: $117,701Liabilities 2015: $0Net Assets 2015: $117,7012015Assets 2016: $117,998Liabilities 2016: $0Net Assets 2016: $117,9982016Assets 2017: $154,829Liabilities 2017: $0Net Assets 2017: $154,8292017Assets 2018: $205,397Liabilities 2018: $0Net Assets 2018: $205,3972018Assets 2019: $212,447Liabilities 2019: $8,120Net Assets 2019: $204,3272019Assets 2020: $191,778Liabilities 2020: $5,800Net Assets 2020: $185,9782020Assets 2021: $205,014Liabilities 2021: $5,800Net Assets 2021: $199,2142021Assets 2022: $200,881Liabilities 2022: $2,900Net Assets 2022: $197,9812022Assets 2023: $274,212Liabilities 2023: $4,400Net Assets 2023: $269,8122023Assets 2024: $372,251Liabilities 2024: $5,200Net Assets 2024: $367,0512024

Highlighted filing

2017

Assets$154,829
Liabilities$0
Net Assets$154,829
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.0M$500K$0-$500KExpenses 2011: $802,3622011Expenses 2012: $644,9492012Revenue 2013: $600,160Expenses 2013: $652,832Net Income 2013: -$52,6722013Revenue 2014: $652,341Expenses 2014: $651,227Net Income 2014: $1,1142014Revenue 2015: $609,346Expenses 2015: $603,536Net Income 2015: $5,8102015Revenue 2016: $616,791Expenses 2016: $616,494Net Income 2016: $2972016Revenue 2017: $644,167Expenses 2017: $607,336Net Income 2017: $36,8312017Revenue 2018: $670,044Expenses 2018: $619,476Net Income 2018: $50,5682018Revenue 2019: $642,724Expenses 2019: $643,794Net Income 2019: -$1,0702019Revenue 2020: $597,450Expenses 2020: $615,799Net Income 2020: -$18,3492020Revenue 2021: $627,352Expenses 2021: $614,116Net Income 2021: $13,2362021Revenue 2022: $539,927Expenses 2022: $541,160Net Income 2022: -$1,2332022Revenue 2023: $636,038Expenses 2023: $564,207Net Income 2023: $71,8312023Revenue 2024: $748,141Expenses 2024: $650,902Net Income 2024: $97,2392024

Highlighted filing

2017

Revenue$644,167
Expenses$607,336
Net Income$36,831
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 19, 2018
Return Version
2017v2.2
Gross Receipts
$644,167
Mission and Program Overview

Mission

To provide union representation to its members

To provide union representation to approximately 650 members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$117,219$154,324▲ $37,105
Land, Buildings, and Equipment, Net$779$505▼ $274
Total Assets$117,998$154,829▲ $36,831
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$117,998$154,829▲ $36,831
Total Net Assets Fund Balance$117,998$154,829▲ $36,831
Total Liabilities and Net Assets / Fund Balance$117,998$154,829▲ $36,831

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$159,637$159,637
Equipment$505$42,564$43,069
Buildings$0--
Other Land Buildings$0--
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017----$0
2016----$0
2015----$0
2014----$0
2013----$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William FriskySecretary - TreasurerFT$85,600$37,250$122,850
Michael MoatsPresidentFT$85,484$37,250$122,734
Dwight HuddlestonVice President-$5,350-$5,350
Edward KayRecording Secretary-$4,800-$4,800
Clell JonesTrustee-$3,600-$3,600
Michael KarjalaTrustee-$3,600-$3,600
Michael MeglichTrustee-$3,600-$3,600
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$608,179
Investment Income
$438
Other Revenue
$35,550
Change in Net Assets
$36,831

Audited Revenue Reconciliation

Revenue per Audited Statements
$644,167
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$644,167
Total Revenue per Form 990
$644,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$384,109
Other Expenses$223,227
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---$266,534
Payments to Affiliates---$140,459
Other Salaries and Wages---$62,414
Payroll Taxes---$20,839
Other Expenses---$20,072
Occupancy---$19,547
Pension Plan Contributions---$18,508
Other Employee Benefits---$15,814
Office Expenses---$9,971
Fees for Services Legal---$9,377
Travel---$8,430
Fees for Services Accounting---$7,200
All Other Expenses$0$0$0$3,442
Insurance---$3,406
Conferences and Meetings---$1,049
Depreciation Depletion---$274
Total Functional Expenses$0$0$0$607,336

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$607,336
Total Expenses per Audited Statements$607,336
Total Expenses per Form 990$607,336
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

Reported Spending and Taxes

Line ItemAmount
Total Exempt Function Spending$0
Total Nondeductible Lobbying and Political Cost$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 6

“Auto transportation union local 964 is a membership organization as outlined in its bylaws.”

Form 990, Part VI, Section A, Line 7A

“The governing body is elected by members of the organization.”

Form 990, Part VI, Section A, Line 7B

“Certain decisions are subject to the approval of members of the organization in accordance with its bylaws.”

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

“The form 990 is prepared by an independent accounting firm and provided to the officers of the organization for review prior to the form's submission.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Auto Transportation Union Local 964
EIN
34-0241030
Phone
4402438715
Address
6511 EASTLAND ROAD STE 120, BROOK PARK, OH 44142

Signing Officer

Name
William Frisky
Title
Secretary - Treasurer
Phone
4402438715
Signed
2018-06-19
Discuss with paid preparer
No

Organization Details

Formed
1941
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
5
Employees
8
Volunteers
0

Preparer

Firm
J Schaefer & Company LLC
Address
1360 W 9TH STREET SUITE 420, CLEVELAND, OH 44113
Preparer
John R Schaefer CPA
Phone
2162737661
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 21

“Payments to affiliates represent per capita amounts paid to organizations affiliated with the international brotherhood of teamsters.”

Form 990, Part XII, Line 1

“The organization uses the modified cash basis of accounting.”

Raw XML Appendix381 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SECRETARY
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IRS990ScheduleD/EndingBalanceAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0505
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042564
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043069
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0607336
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0159637
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0159637
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0644167
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0505
IRS990ScheduleD/TotalBookValueOtherAssetsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt00
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IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0644167
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0644167
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0607336
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AUTO TRANSPORTATION UNION LOCAL 964 IS A MEMBERSHIP ORGANIZATION AS OUTLINED IN ITS BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY IS ELECTED BY MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CERTAIN DECISIONS ARE SUBJECT TO THE APPROVAL OF MEMBERS OF THE ORGANIZATION IN ACCORDANCE WITH ITS BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND PROVIDED TO THE OFFICERS OF THE ORGANIZATION FOR REVIEW PRIOR TO THE FORM'S SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYMENTS TO AFFILIATES REPRESENT PER CAPITA AMOUNTS PAID TO ORGANIZATIONS AFFILIATED WITH THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 1
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0117998
IRS990/TotalAssetsGrp/EOYAmt0154829
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0117998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0154829
IRS990/TotalOtherCompensationAmt074500
IRS990/TotalProgramServiceRevenueAmt0608179
IRS990/TotalReportableCompFromOrgAmt0192034
IRS990/TotalRevenueGrp/ExclusionAmt0438
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0643729
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0644167
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0117998
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0154829
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08430
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0117998
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0154829
IRS990/UponRequestInd0X
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM FRISKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY - TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04402438715
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-19
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.8.210.102
ReturnHeader/FilingSecurityInformation/IPDt02018-06-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:24:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823706925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J SCHAEFER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 W 9TH STREET SUITE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum02162737661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R SCHAEFER CPA
ReturnHeader/ReturnTs02018-06-21T17:26:12-04:00
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
$154,829
Liabilities
$0
Net assets
$154,829
Revenue
$644,167
Expenses
$607,336
Net income
$36,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.05$3.67$7.48$6.51$0.97
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.04$2.70$6.36$5.64$0.72
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.03$1.98$5.40$5.41$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.06$1.99$6.27$6.14$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.06$1.86$5.97$6.16$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.08$2.04$6.43$6.44$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$6.70$6.19$0.51
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$6.44$6.07$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$6.17$6.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$6.09$6.04$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$6.52$6.51$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$6.00$6.53$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$6.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$8.02