Civic Intelligence

Retail Wholesale & Department Store Union No 110

990 • Fiscal year 2016 • EIN 42-0616781

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 01, 2017

526 F Avenue NWCedar Rapids, IA 52405

(319) 363-4525

Siviq Scores

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

Liabilities / Assets

85th percentile

0.20x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

43rd percentile

2.2%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$22,284

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

6.0%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$656,686

Down $2,697 (-0.4%) from 2015

Net Assets

Up

$526,068

Up $10,070 (+2.0%) from 2015

Liabilities

Down

$130,618

Down $12,767 (-8.9%) from 2015

Revenue

Up

$430,250

Up $24,441 (+6.0%) from 2015

Expenses

Up

$420,776

Up $79,846 (+23%) from 2015

Net Income

Down

$9,474

Down $55,405 (-85%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $565,992Liabilities 2011: $192,067Net Assets 2011: $373,9252011Assets 2012: $532,793Liabilities 2012: $181,338Net Assets 2012: $351,4552012Assets 2013: $551,244Liabilities 2013: $169,045Net Assets 2013: $382,1992013Assets 2014: $602,935Liabilities 2014: $156,034Net Assets 2014: $446,9012014Assets 2015: $659,383Liabilities 2015: $143,385Net Assets 2015: $515,9982015Assets 2016: $656,686Liabilities 2016: $130,618Net Assets 2016: $526,0682016Assets 2017: $706,636Liabilities 2017: $115,903Net Assets 2017: $590,7332017Assets 2018: $638,302Liabilities 2018: $102,472Net Assets 2018: $535,8302018Assets 2019: $579,794Liabilities 2019: $88,447Net Assets 2019: $491,3472019Assets 2020: $802,910Liabilities 2020: $71,396Net Assets 2020: $731,5142020Assets 2021: $763,862Liabilities 2021: $52,370Net Assets 2021: $711,4922021Assets 2022: $853,982Liabilities 2022: $33,527Net Assets 2022: $820,4552022Assets 2023: $974,144Liabilities 2023: $17,416Net Assets 2023: $956,7282023Assets 2024: $1,179,975Liabilities 2024: $1,298Net Assets 2024: $1,178,6772024Assets 2025: $1,434,344Liabilities 2025: $1,331Net Assets 2025: $1,433,0132025

Highlighted filing

2016

Assets$656,686
Liabilities$130,618
Net Assets$526,068

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $347,5362011Expenses 2012: $389,8492012Revenue 2013: $338,725Expenses 2013: $308,390Net Income 2013: $30,3352013Revenue 2014: $421,881Expenses 2014: $357,907Net Income 2014: $63,9742014Revenue 2015: $405,809Expenses 2015: $340,930Net Income 2015: $64,8792015Revenue 2016: $430,250Expenses 2016: $420,776Net Income 2016: $9,4742016Revenue 2017: $448,505Expenses 2017: $385,048Net Income 2017: $63,4572017Revenue 2018: $403,017Expenses 2018: $457,535Net Income 2018: -$54,5182018Revenue 2019: $518,407Expenses 2019: $566,277Net Income 2019: -$47,8702019Revenue 2020: $769,178Expenses 2020: $531,775Net Income 2020: $237,4032020Revenue 2021: $730,763Expenses 2021: $753,559Net Income 2021: -$22,7962021Revenue 2022: $776,690Expenses 2022: $666,372Net Income 2022: $110,3182022Revenue 2023: $834,172Expenses 2023: $695,701Net Income 2023: $138,4712023Revenue 2024: $866,184Expenses 2024: $642,488Net Income 2024: $223,6962024Revenue 2025: $957,701Expenses 2025: $701,318Net Income 2025: $256,3832025

Highlighted filing

2016

Revenue$430,250
Expenses$420,776
Net Income$9,474
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 1, 2017
Return Version
2016v3.0
Gross Receipts
$430,250
Mission and Program Overview

Mission

The objectives of this local union are to unite into this organization all workers employed into its jurisdiction in order to advance and safeguard their economic and social welfare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$515,998$526,068▲ $10,070
Land, Buildings, and Equipment, Net$387,469$387,469→ $0
Savings and Temporary Cash Investments$218,205$214,751▼ $3,454
Investments in Publicly Traded Securities$53,709$54,466▲ $757
Total Assets$659,383$656,686▼ $2,697
Liabilities
Mortgage Notes Payable Secured by Investment Property$142,634$129,145▼ $13,489
Accounts Payable and Accrued Expenses$751$1,473▲ $722
Total Liabilities$143,385$130,618▼ $12,767
Net Assets / Fund Balance
Total Net Assets Fund Balance$515,998$526,068▲ $10,070
Total Liabilities and Net Assets / Fund Balance$659,383$656,686▼ $2,697

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$343,847-$343,847
Equipment$43,622-$43,622
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Phillip OndlerRecorderPT$22,284$22,284
Shane ForbesPresidentPT$21,592$21,592
Jason SennettSecretary/trPT$18,936$18,936
Bob Dixon1st Vice PrePT$16,817$16,817
Kelly Bos2nd Vice PrePT$13,056$13,056
Kelly CavalierHealth & SafPT$10,045$10,045
Mark Woldruff3rd Vice PrePT$7,919$7,919
Todd Murphy4th Director-$5,814$5,814
Marcus Langton1st Director-$5,118$5,118
Robert Wells3rd Director-$2,943$2,943
Cecil Hankins2nd Director-$2,680$2,680
Revenue and Support

Revenue Composition

Contributions and Grants
$250
Program Service Revenue
$424,064
Investment Income
$811
Other Revenue
$5,125
All Other Contributions
$250
Change in Net Assets
$9,474
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,860
Salaries, Compensation, and Employee Benefits$161,601
Grants and Similar Amounts Paid$6,315
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$152,205
Current Officers, Directors, Trustees, and Key Employees---$127,204
Other Salaries and Wages---$31,879
Fees for Services Legal---$30,170
Occupancy---$20,084
Interest---$6,825
Grants to Domestic Orgs---$6,315
Insurance---$4,982
All Other Expenses---$4,115
Travel---$3,639
Fees for Services Accounting---$3,520
Payroll Taxes---$2,518
Other Expenses---$2,099
Office Expenses---$2,041
Fees for Services Other---$1,699
Information Technology---$1,173
Conferences and Meetings---$400
Advertising---$360
Total Functional Expenses$0$0$0$420,776
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
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, Page 6, Part VI, Line 6

All persons engaged in work within the trade and geographical jurisdiction of this local union are eligible for membership in the organization. Regular membership is limited to active employees. An individual eligible for active membership must have paid current dues and the required initiation or reinstatement fee to be an active member. All members have the right to vote at regular and special meetings, to hold any office and to be elected as a delegate if otherwise qualified.

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

All officers are elected by a secret ballot of the membership of the union. All members in good standing are eligible to vote.

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

Membership approval is required for anything not related to day-to-day operations.

Form 990, Page 6, Part VI, Line 8B

The organization has non-conforming committees.

Form 990, Page 6, Part VI, Line 10B

The organization does not have its own written policies; however, it follows the department of labor regulations.

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

A copy of form 990 is distributed to the governing body for review prior to filing the return.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents and financial statements are available upon request.

Form 990, Part VII

All officer compensation is paid as a reimbursement to the officer's employer for lost time rather than paid directly to the officer by the organization. The rate of pay for services provided to the union is equal to each officer's regular hourly rate that he or she is paid by his or her respective employer, including any overtime pay if applicable.

Filing and Contact Details

Filer

Filer Name
Retail Wholesale & Department
EIN
42-0616781
Phone
3193634525
Address
526 F AVENUE NW, CEDAR RAPIDS, IA 52405

Signing Officer

Name
Shane Forbes
Title
President
Phone
3193634525
Signed
2017-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shane Forbes
Formed
1948
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
4

Preparer

Firm
Hogan - Hansen Pc
Address
2750 FIRST AVENUE NE SUITE 150, CEDAR RAPIDS, IA 52402-4800
Preparer
Kevin L Ballard CPA
Phone
3193668267
Raw XML Appendix361 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/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0515998
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0526068
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0218205
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0214751
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0343847
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0343847
IRS990ScheduleD/EquipmentGrp/BookValueAmt043622
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043622
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0387469
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL PERSONS ENGAGED IN WORK WITHIN THE TRADE AND GEOGRAPHICAL JURISDICTION OF THIS LOCAL UNION ARE ELIGIBLE FOR MEMBERSHIP IN THE ORGANIZATION. REGULAR MEMBERSHIP IS LIMITED TO ACTIVE EMPLOYEES. AN INDIVIDUAL ELIGIBLE FOR ACTIVE MEMBERSHIP MUST HAVE PAID CURRENT DUES AND THE REQUIRED INITIATION OR REINSTATEMENT FEE TO BE AN ACTIVE MEMBER. ALL MEMBERS HAVE THE RIGHT TO VOTE AT REGULAR AND SPECIAL MEETINGS, TO HOLD ANY OFFICE AND TO BE ELECTED AS A DELEGATE IF OTHERWISE QUALIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS ARE ELECTED BY A SECRET BALLOT OF THE MEMBERSHIP OF THE UNION. ALL MEMBERS IN GOOD STANDING ARE ELIGIBLE TO VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP APPROVAL IS REQUIRED FOR ANYTHING NOT RELATED TO DAY-TO-DAY OPERATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NON-CONFORMING COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT HAVE ITS OWN WRITTEN POLICIES; HOWEVER, IT FOLLOWS THE DEPARTMENT OF LABOR REGULATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COPY OF FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL OFFICER COMPENSATION IS PAID AS A REIMBURSEMENT TO THE OFFICER'S EMPLOYER FOR LOST TIME RATHER THAN PAID DIRECTLY TO THE OFFICER BY THE ORGANIZATION. THE RATE OF PAY FOR SERVICES PROVIDED TO THE UNION IS EQUAL TO EACH OFFICER'S REGULAR HOURLY RATE THAT HE OR SHE IS PAID BY HIS OR HER RESPECTIVE EMPLOYER, INCLUDING ANY OVERTIME PAY IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0659383
IRS990/TotalAssetsEOYAmt0656686
IRS990/TotalAssetsGrp/BOYAmt0659383
IRS990/TotalAssetsGrp/EOYAmt0656686
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0250
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0420776
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0143385
IRS990/TotalLiabilitiesEOYAmt0130618
IRS990/TotalLiabilitiesGrp/BOYAmt0143385
IRS990/TotalLiabilitiesGrp/EOYAmt0130618
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0515998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0526068
IRS990/TotalProgramServiceRevenueAmt0424064
IRS990/TotalReportableCompFromOrgAmt0127204
IRS990/TotalRevenueGrp/ExclusionAmt03811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0426189
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0430250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0659383
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0656686
IRS990/TravelGrp/TotalAmt03639
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0526 F AVENUE NW
IRS990/USAddress/CityNm0CEDAR RAPIDS
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052405
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANE FORBES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03193634525
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETAIL WHOLESALE & DEPARTMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STORE UNION NO 110
ReturnHeader/Filer/BusinessNameControlTxt0RETA
ReturnHeader/Filer/EIN0420616781
ReturnHeader/Filer/PhoneNum03193634525
ReturnHeader/Filer/USAddress/AddressLine1Txt0526 F AVENUE NW
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0714D0CF91DD5C79F4758ECB4052EA1BFD66A95A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02DD8C931F92421EC5B73F697E051182245944874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02750 FIRST AVENUE NE SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0524024800
ReturnHeader/PreparerPersonGrp/PhoneNum03193668267
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN L BALLARD CPA
ReturnHeader/ReturnTs02017-03-11T14:22:32-06:00
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
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.96$0.70$0.26
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.87$0.64$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.02$0.96$0.83$0.70$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.03$0.82$0.78$0.67$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.05$0.71$0.73$0.75$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.07$0.73$0.77$0.53$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.09$0.49$0.52$0.57$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.10$0.54$0.40$0.46$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.12$0.59$0.45$0.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.13$0.53$0.43$0.42$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.14$0.52$0.41$0.34$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.16$0.45$0.42$0.36$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.17$0.38$0.34$0.31$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.18$0.35$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.19$0.37$0.35