Civic Intelligence

Trustees of Local 823

990EZ • Fiscal year 2014 • EIN 44-6011747

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 15, 2015

Organization ProfileN/A
PO Box 1299Joplin, MO 64802

(417) 623-0640

Siviq Scores

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

Liabilities / Assets

64th percentile

0.11x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.32x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)2 • <$500k nonprofits • Source year 2014

Asset Growth

45th percentile

-2.3%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)2 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$28,036

Down $666 (-2.3%) from 2013

Net Assets

Up

$24,815

Up $1,176 (+5.0%) from 2013

Liabilities

Down

$3,221

Down $1,842 (-36%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin61st percentile

Revenue

Flat

$10,200

Flat from 2013

Expenses

Up

$9,024

Up $1,117 (+14%) from 2013

Net Income

Down

$1,176

Down $1,117 (-49%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$30K$20K$10K$0Assets 2011: $18,768Liabilities 2011: $9,4212011Assets 2012: $28,602Liabilities 2012: $7,256Net Assets 2012: $21,3462012Assets 2013: $28,702Liabilities 2013: $5,063Net Assets 2013: $23,6392013Assets 2014: $28,036Liabilities 2014: $3,221Net Assets 2014: $24,8152014Assets 2015: $17,333Liabilities 2015: $9,421Net Assets 2015: $7,9122015Assets 2016: $26,379Net Assets 2016: $26,3792016Assets 2017: $26,283Net Assets 2017: $26,2832017Assets 2018: $26,231Net Assets 2018: $26,2312018Assets 2019: $26,323Liabilities 2019: $02019Assets 2020: $25,958Net Assets 2020: $25,9582020Assets 2021: $24,892Net Assets 2021: $24,8922021Assets 2022: $23,229Liabilities 2022: $02022Assets 2023: $12,004Liabilities 2023: $02023Assets 2024: $12,004Net Assets 2024: $12,0042024

Highlighted filing

2014

Assets$28,036
Liabilities$3,221
Net Assets$24,815
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

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

$20K$10K$0-$10KRevenue 2011: $10,200Expenses 2011: $8,710Net Income 2011: $1,4902011Revenue 2012: $18,810Expenses 2012: $6,811Net Income 2012: $11,9992012Revenue 2013: $10,200Expenses 2013: $7,907Net Income 2013: $2,2932013Revenue 2014: $10,200Expenses 2014: $9,024Net Income 2014: $1,1762014Revenue 2015: $1,700Expenses 2015: $6,080Net Income 2015: -$4,3802015Revenue 2016: $10,200Expenses 2016: $11,058Net Income 2016: -$8582016Revenue 2017: $10,200Expenses 2017: $10,296Net Income 2017: -$962017Revenue 2018: $10,200Expenses 2018: $10,252Net Income 2018: -$522018Revenue 2019: $10,200Expenses 2019: $10,108Net Income 2019: $922019Revenue 2020: $10,200Expenses 2020: $10,565Net Income 2020: -$3652020Revenue 2021: $10,200Expenses 2021: $11,266Net Income 2021: -$1,0662021Revenue 2022: $10,200Expenses 2022: $11,863Net Income 2022: -$1,6632022Revenue 2023: $10,250Expenses 2023: $12,602Net Income 2023: -$2,3522023Revenue 2024: $02024

Highlighted filing

2014

Revenue$10,200
Expenses$9,024
Net Income$1,176
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 15, 2015
Return Version
2014v5.0
Gross Receipts
$10,200
Mission and Program Overview

Mission

The real estate holding trust for local 823

Program Services

DescriptionGrantsExpenses
REAL ESTATE HOLDING ENTITY FOR TEAMSTER GENERAL DRIVERS AND HELPERS LOCAL UNION NO. 823--
DEPRECIATION EXPENSE--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROD TAYLORTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trustees of Local 823
EIN
44-6011747
Phone
4176230640
Address
PO BOX 1299, JOPLIN, MO 64802

Signing Officer

Name
Rod Taylor
Title
President
Phone
4176230640
Signed
2015-04-15

Preparer

Firm
Novak Birks Pc
Address
4600 MADISON STE 120, KANSAS CITY, MO 64112
Preparer
Keith F Novak
Phone
8169316111
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 3,983 total 3,983”

Form 990-ez, Part II, Line 26

“Due to local 823 5,063 3,221”

Form 990-ez, Part III, Line 31

“DEPRECIATION EXPENSE”

Raw XML Appendix89 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LOCAL UNION 823
IRS990EZ/BooksInCareOfDetail/PhoneNum04176230640
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01601 MAIDEN LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOPLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07713
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08101
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01176
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028702
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028036
IRS990EZ/GrossReceiptsAmt010200
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt020989
IRS990EZ/LandAndBuildingsGrp/EOYAmt019935
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023639
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024815
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023639
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024815
IRS990EZ/OccupancyRentUtltsAndMaintAmt05041
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROD TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03983
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE REAL ESTATE HOLDING TRUST FOR LOCAL 823
IRS990EZ/ProgramServiceRevenueAmt010200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REAL ESTATE HOLDING ENTITY FOR TEAMSTER GENERAL DRIVERS AND HELPERS LOCAL UNION NO. 823
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DEPRECIATION EXPENSE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05063
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03221
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09024
IRS990EZ/TotalRevenueAmt010200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 3,983 TOTAL 3,983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO LOCAL 823 5,063 3,221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEPRECIATION EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROD TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04176230640
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES OF LOCAL 823
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0446011747
ReturnHeader/Filer/PhoneNum04176230640
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1299
ReturnHeader/Filer/USAddress/CityNm0JOPLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431122456
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK BIRKS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 MADISON STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064112
ReturnHeader/PreparerPersonGrp/PhoneNum08169316111
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH F NOVAK
ReturnHeader/ReturnTs02015-04-22T09:02:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,036
Liabilities
$3,221
Net assets
$24,815
Revenue
$10,200
Expenses
$9,024
Net income
$1,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.0$12.0$0.00
2023Summary only. Only limited summary data is available for this year.$12.0$0.00$10.3$12.6$2.35
2022Summary only. Only limited summary data is available for this year.$23.2$0.00$10.2$11.9$1.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$24.9$10.2$11.3$1.07
2020Detailed filing. Detailed filing data is available for this year.$26.0$26.0$10.2$10.6$0.37
2019Summary only. Only limited summary data is available for this year.$26.3$0.00$10.2$10.1$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$26.2$10.2$10.3$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$26.3$10.2$10.3$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$26.4$10.2$11.1$0.86
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$9.42$7.91$1.70$6.08$4.38
2014Detailed filing. Detailed filing data is available for this year.$28.0$3.22$24.8$10.2$9.02$1.18
2013Detailed filing. Detailed filing data is available for this year.$28.7$5.06$23.6$10.2$7.91$2.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$7.26$21.3$18.8$6.81$12.0
2011Summary only. Only limited summary data is available for this year.$18.8$9.42$10.2$8.71$1.49
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)2 • <$500k nonprofits