Civic Intelligence

Chicago & Midwest Regional Joint Board

990 • Fiscal year 2018 • EIN 36-2938055

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 25, 2019

333 South Ashland AvenueChicago, IL 60607-2703

(312) 738-6100

Siviq Scores

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

Liabilities / Assets

86th percentile

0.30x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.10x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2018

Net Margin

83rd percentile

26%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

27th percentile

$173,649

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2018 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$4,490,207

No earlier filing loaded for comparison.

Net Assets

$3,158,082

No earlier filing loaded for comparison.

Liabilities

$1,332,125

No earlier filing loaded for comparison.

Revenue

$13,927,319

No earlier filing loaded for comparison.

Expenses

$10,262,567

No earlier filing loaded for comparison.

Net Income

$3,664,752

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2018: $4,490,207Liabilities 2018: $1,332,125Net Assets 2018: $3,158,0822018Assets 2020: $5,568,414Liabilities 2020: $1,172,682Net Assets 2020: $4,395,7322020Assets 2021: $7,694,204Liabilities 2021: $1,058,265Net Assets 2021: $6,635,9392021Assets 2022: $8,058,803Liabilities 2022: $982,193Net Assets 2022: $7,076,6102022Assets 2023: $8,547,470Liabilities 2023: $917,454Net Assets 2023: $7,630,0162023Assets 2024: $8,933,810Liabilities 2024: $12,312Net Assets 2024: $8,921,4982024

Highlighted filing

2018

Assets$4,490,207
Liabilities$1,332,125
Net Assets$3,158,082

Operations Trend

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

$15M$10M$5.0M$0Revenue 2018: $13,927,319Expenses 2018: $10,262,567Net Income 2018: $3,664,7522018Revenue 2020: $9,080,661Expenses 2020: $7,999,070Net Income 2020: $1,081,5912020Revenue 2021: $10,385,993Expenses 2021: $8,145,786Net Income 2021: $2,240,2072021Revenue 2022: $9,376,725Expenses 2022: $8,936,054Net Income 2022: $440,6712022Revenue 2023: $9,369,203Expenses 2023: $8,815,797Net Income 2023: $553,4062023Revenue 2024: $10,107,552Expenses 2024: $8,816,070Net Income 2024: $1,291,4822024

Highlighted filing

2018

Revenue$13,927,319
Expenses$10,262,567
Net Income$3,664,752
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 25, 2019
Return Version
2018v3.1
Gross Receipts
$14,289,111
Mission and Program Overview

Mission

The joint board's purpose is to organize workers for the economic, moral and social advancement of their condition and status in life. The joint board also promotes efficient service to the public and the best interest for member's employers.

The joint board's purpose is to organize workers for the economic, moral and social advancement for their condition and status in life. The joint board also promotes efficient service to the public and the best interest for member's employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$29,329$2,540,729▲ $2,511,400
Investments Other Securities$1,361,665$990,715▼ $370,950
Land, Buildings, and Equipment, Net$625,748$576,680▼ $49,068
Cash and Non-Interest-Bearing Accounts$122,703$343,959▲ $221,256
Accounts Receivable$53,900$29,682▼ $24,218
Inventories for Sale or Use$25,647$4,113▼ $21,534
Total Assets$2,223,321$4,490,207▲ $2,266,886
Other Assets Total$4,329$4,329→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,397,679$1,284,728▼ $112,951
Other Liabilities$1,332,312$47,397▼ $1,284,915
Total Liabilities$2,729,991$1,332,125▼ $1,397,866
Net Assets / Fund Balance
Unrestricted Net Assets$-506,670$3,158,082▲ $3,664,752
Total Net Assets Fund Balance$-506,670$3,158,082▲ $3,664,752
Total Liabilities and Net Assets / Fund Balance$2,223,321$4,490,207▲ $2,266,886

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$129,283$898,366$1,027,649
Other Land Buildings$238,956$547,169$786,125
Equipment$1,751$447,254$449,005
Land$206,690-$206,690
Other Securities$952,897--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger WilliamsSecretary/treasurer - PastFT$129,662$43,987$173,649
Naomi HanshewManagerFT$127,909$43,545$171,454
Douglas WarrenSecretary/treasurer - NewFT$98,817$38,589$137,406
Carlos GinardAssistant Manager - NewFT$97,589$38,770$136,359
John LaceyUnion RepresentativeFT$97,406$38,494$135,900
Christopher RoseUnion Representative - PastFT$97,101$38,494$135,595
Mark MilkoUnion RepresentativeFT$83,266$36,159$119,425
Eric MooreUnion Representative - NewFT$75,084$34,651$109,735
Margarito Diaz JaimesUnion RepresentativeFT$69,241$20,589$89,830
Martin SalgadoUnion Representative - PastFT$43,594$29,359$72,953
Michael HoaglandUnion Representative - NewFT$70,608-$70,608
Richard BurksActivist/executive Board Member-$11,302-$11,302
Stephanye BrownActivist/executive Board Member - New-$5,596-$5,596
Margorie TerrellActivist/executive Board Member-$4,417-$4,417
Tom MoyetActivist/executive Board Member-$2,955-$2,955
Yolanda JonesActivist/executive Board Member-$2,899-$2,899
Kevin LanningActivist/executive Board Member - Past-$2,485-$2,485
Antwan LewisActivist/executive Board Member-$2,434-$2,434
Leta BollActivist/executive Board Member - New-$2,400-$2,400
Jeff LazenbyActivist/executive Board Member - New-$2,331-$2,331
Jeff KellettActivist/executive Board Member-$2,315-$2,315
Irma PalmerinActivist/executive Board Member-$2,269-$2,269
Tamika GilesActivist/executive Board Member-$2,119-$2,119
Matt RhinehartActivist/executive Board Member-$2,007-$2,007
Micaela CastroActivist/executive Board Member-$1,782-$1,782
Renee KellyActivist/executive Board Member-$1,505-$1,505
Dan ColletaActivist/executive Board Member-$1,248-$1,248
Ken SimsActivist/executive Board Member - New-$1,138-$1,138
Virgil NelsonActivist/executive Board Member-$949-$949
Karen BeanActivist/executive Board Member-$652-$652
Jon OzelloActivist/executive Board Member - New-$611-$611
Lillie YoungActivist/executive Board Member-$583-$583
Joann RichardsonActivist/executive Board Member-$456-$456
Tomasa CasianoActivist/executive Board Member - Past-$134-$134

Board Members and Trustees

NameTitle
Karen SharpActivist/executive Board Member
Denise WilliamsActivist/executive Board Member - New
Kyle KemmenahActivist/executive Board Member - New
Catherine WhisenandActivist/executive Board Member - Past
Irma GarciaActivist/executive Board Member - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Dowd Bloch Bennett Cervone AuerbachLegal8 S MICHIGAN AVE STE 1900, Chicago, IL 60603$117,717
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,298,699
Investment Income
$2,280,054
Other Revenue
$1,348,566
Change in Net Assets
$3,664,752

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,927,319
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$13,927,319
Total Revenue per Form 990
$13,927,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,109,680
Other Expenses$5,028,408
Grants and Similar Amounts Paid$29,158
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,468,719
Payments to Affiliates---$2,216,339
Current Officers, Directors, Trustees, and Key Employees---$1,407,501
Other Employee Benefits---$634,541
Occupancy---$544,306
Office Expenses---$390,197
Travel---$370,714
Payroll Taxes---$320,156
Conferences and Meetings---$282,926
Pension Plan Contributions---$278,763
Insurance---$193,179
Fees for Services Legal---$170,853
Depreciation Depletion---$142,882
Information Technology---$116,679
Benefits to Members---$95,321
Other Expenses---$75,098
Interest---$66,374
Fees for Services Other---$61,925
Fees for Services Accounting---$35,067
All Other Expenses---$32,414
Grants to Domestic Orgs---$29,158
Total Functional Expenses$0$0$0$10,262,567

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,262,567
Total Expenses per Audited Statements$10,262,567
Total Expenses per Form 990$10,262,567
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
Yes
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension Contributions$32,265
Payroll Withholdings Not Remitted at Year End$12,250
Accrued Rebates Due to Affiliated Locals$2,882
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

The union is a labor organization whose main objective is to organize workers (members) for their moral, economic and social advancement. The union's members are those covered individuals who work for employers subject to collective bargaining agreements.

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

The officers and executive board of the union are elected to their positions by the union members.

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

The union's membership is made up of those individuals working for employers under collective bargaining agreements with the union. A member is one who has satisfied the requirements for membership and is in good standing with the union. Members have full voting rights and elect the officers and executive board of the union. Amendments to the bylaws and other major proposals are subject to approval by the membership.

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

The manager, assistant manager, secretary/treasurer and comptroller are responsible for the review and filing of the form 990.

Form 990, Part VI, Section C, Line 19

The organization makes its form 990 available for inspection upon request. Other governing documents, including document retention, are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Chicago & Midwest Regional Joint Board
EIN
36-2938055
Phone
3127386100
Address
333 SOUTH ASHLAND AVENUE, CHICAGO, IL 60607-2703

Signing Officer

Name
Naomi Hanshew
Title
Manager
Phone
3127386100
Signed
2019-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Naomi Hanshew
Formed
1930
Legal Domicile
Il
Voting Board Members
32
Independent Board Members
0
Employees
545
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 1:

This organization follows the modified cash basis of accounting.

Financial Statement Notes

PART X, LINE 2:

The joint board is required to evaluate its tax positions and disclose the amount of a tax liability if the joint board has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The joint board is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1ACTIVIST/EXECUTIVE BOARD MEMBER - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt2ACTIVIST/EXECUTIVE BOARD MEMBER - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt3ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ACTIVIST/EXECUTIVE BOARD MEMBER - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ACTIVIST/EXECUTIVE BOARD MEMBER - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt7ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ACTIVIST/EXECUTIVE BOARD MEMBER - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt10ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11UNION REPRESENTATIVE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt12ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13ACTIVIST/EXECUTIVE BOARD MEMBER - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt14ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15UNION REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17UNION REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt18ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22ACTIVIST/EXECUTIVE BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23UNION REPRESENTATIVE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt24UNION REPRESENTATIVE - PAST
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IRS990/Form990PartVIISectionAGrp/TitleTxt27ACTIVIST/EXECUTIVE BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt33UNION REPRESENTATIVE - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt34ACTIVIST/EXECUTIVE BOARD MEMBER - NEW
IRS990/Form990PartVIISectionAGrp/TitleTxt35MANAGER
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0361792
IRS990/LessRentalExpensesGrp/RealAmt00

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