Civic Intelligence

Ibt Local No 29

990 • Fiscal year 2013 • EIN 54-0739139

Jan 01, 2013 to Dec 31, 2013 • Filed on May 20, 2014

12 Cedar Park Lane24482

(540) 942-2909

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.00x

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

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Net Margin

55th percentile

4.7%

Higher net margin than 55% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$155,978

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2013

Asset Growth

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

2013 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$708,171

Up $34,590 (+5.1%) from 2012

Net Assets

Up

$708,171

Up $34,590 (+5.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$739,300

No earlier filing loaded for comparison.

Expenses

Up

$704,710

Up $37,937 (+5.7%) from 2012

Net Income

$34,590

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.

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $587,143Liabilities 2010: $0Net Assets 2010: $587,1432010Assets 2011: $647,542Liabilities 2011: $0Net Assets 2011: $647,5422011Assets 2012: $673,581Liabilities 2012: $0Net Assets 2012: $673,5812012Assets 2013: $708,171Liabilities 2013: $0Net Assets 2013: $708,1712013Assets 2014: $745,848Liabilities 2014: $0Net Assets 2014: $745,8482014Assets 2015: $799,632Liabilities 2015: $0Net Assets 2015: $799,6322015Assets 2016: $854,982Liabilities 2016: $0Net Assets 2016: $854,9822016Assets 2017: $880,668Liabilities 2017: $0Net Assets 2017: $880,6682017Assets 2018: $993,725Liabilities 2018: $0Net Assets 2018: $993,7252018Assets 2019: $1,052,372Liabilities 2019: $2,148Net Assets 2019: $1,050,2242019Assets 2020: $1,134,233Liabilities 2020: $22Net Assets 2020: $1,134,2112020Assets 2021: $1,327,145Liabilities 2021: $13Net Assets 2021: $1,327,1322021Assets 2022: $1,492,826Liabilities 2022: -$2,172Net Assets 2022: $1,494,9982022Assets 2023: $1,619,338Liabilities 2023: $240Net Assets 2023: $1,619,0982023Assets 2024: $1,645,660Liabilities 2024: $567Net Assets 2024: $1,645,0932024

Highlighted filing

2013

Assets$708,171
Liabilities$0
Net Assets$708,171

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2010: $623,7172010Expenses 2011: $639,3772011Expenses 2012: $666,7732012Revenue 2013: $739,300Expenses 2013: $704,710Net Income 2013: $34,5902013Revenue 2014: $757,156Expenses 2014: $722,030Net Income 2014: $35,1262014Revenue 2015: $804,571Expenses 2015: $750,787Net Income 2015: $53,7842015Revenue 2016: $824,192Expenses 2016: $768,842Net Income 2016: $55,3502016Revenue 2017: $840,870Expenses 2017: $815,184Net Income 2017: $25,6862017Revenue 2018: $976,758Expenses 2018: $863,701Net Income 2018: $113,0572018Revenue 2019: $926,173Expenses 2019: $869,674Net Income 2019: $56,4992019Revenue 2020: $969,965Expenses 2020: $885,978Net Income 2020: $83,9872020Revenue 2021: $1,196,578Expenses 2021: $1,003,657Net Income 2021: $192,9212021Revenue 2022: $1,183,233Expenses 2022: $1,015,367Net Income 2022: $167,8662022Revenue 2023: $1,293,078Expenses 2023: $1,168,978Net Income 2023: $124,1002023Revenue 2024: $1,313,613Expenses 2024: $1,287,618Net Income 2024: $25,9952024

Highlighted filing

2013

Revenue$739,300
Expenses$704,710
Net Income$34,590
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 20, 2014
Return Version
2013v3.1
Gross Receipts
$773,046
Mission and Program Overview

Mission

LABOR UNION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$673,581$708,171▲ $34,590
Savings and Temporary Cash Investments$625,417$406,110▼ $219,307
Land, Buildings, and Equipment, Net$48,164$296,619▲ $248,455
Prepaid Expenses and Deferred Charges-$5,442-
Total Assets$673,581$708,171▲ $34,590
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$673,581$708,171▲ $34,590
Total Liabilities and Net Assets / Fund Balance$673,581$708,171▲ $34,590

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$208,424$4,318-
Other Land Buildings$3,391$11,624-
Land$74,600--
Equipment$10,204$10,910-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John D FarrishSec/treasFT$113,822$42,156$155,978
Robert D CrouchPresidentFT$108,402$37,056$145,458
Teresa MorrisBookkeeperFT$44,179$37,056$81,235
Clifford D PolkRecording Secretary-$2,340-$2,340
Brent WardTrustee-$2,145-$2,145
Eugene E Vaughn JrVice-president-$2,145-$2,145
Robert V Duff JrTrustee-$2,145-$2,145
Keneth W McdonaldsonTrustee-$1,950-$1,950
Revenue and Support

Revenue Composition

Contributions and Grants
$710,216
Program Service Revenue
$0
Investment Income
$29,084
Other Revenue
$0
All Other Contributions
$13,742
Change in Net Assets
$34,590

Audited Revenue Reconciliation

Revenue per Audited Statements
$739,300
Total Revenue per Audited Statements
$739,300
Total Revenue per Form 990
$739,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$410,015
Other Expenses$245,992
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---$277,127
Other Expenses---$153,188
Pension Plan Contributions---$71,890
Benefits to Members---$48,703
Other Employee Benefits---$39,280
Payroll Taxes---$21,718
All Other Expenses---$21,195
Travel---$17,725
Occupancy---$15,059
Depreciation Depletion---$13,033
Office Expenses---$8,250
Fees for Services Accounting---$5,080
Fees for Services Legal---$3,701
Insurance---$2,713
Conferences and Meetings---$1,625
Fees for Services Other---$1,346
Total Functional Expenses$0$0$0$704,710

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$704,710
Expenses per Audited Statements$702,032
Total Expenses per Audited Statements$702,032
Expenses Not Reported on Financial Statements$2,678
Other Expense Adjustments$2,678
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
Lobbying activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

EIN
54-0739139
Phone
5409422909

Signing Officer

Name
John Farrish
Title
Secretary-treasurer
Phone
5409422909
Signed
2014-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Farrish
Formed
1963
Legal Domicile
Va
Voting Board Members
982
Independent Board Members
982
Employees
8
Volunteers
0

Preparer

Preparer
John L Matherly
Phone
5409437147
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

The organization makes its governing documents, conflict of interest

Pt VI, Line 19

Policy and financial statements available to the public upon request at

Pt VI, Line 19

The local office in verona, virginia.

Pt VI, Line 6

The organization includes an association of members who elect the governing body.

Pt VI, Line 6

The members also approve significant decisions of the governing body.

Pt VI, Line 7A

The organization includes an association of members who elect the governing body.

Pt VI, Line 7B

The decisions of the governing body are subject to approval by the members.

Pt VI, Line 11B

A draft of form 990 was prepared and delivered to the president and

Pt VI, Line 6

Secretary-treasurer prior to filing. They reviewed the 990 with the

Pt VI, Line 6

Trustees and approved the draft.

Pt VI, Line 12C

Trustees review payments and disbursements monthly and note

Pt VI, Line 6

Any payments to officers and trustees.

Pt VI, Line 15A

The executive board reviews and approves all salaries in january

Pt VI, Line 6

Of each year. They are based upon a 63 hour week for the principal

Pt VI, Line 6

Officer, a 60 hour week for other full-time officers and business

Pt VI, Line 6

Agents. These hours are multiplied by the ups feeder doubles rate

Pt VI, Line 6

OF PAY.

Pt VI, Line 15B

SEE ANSWER TO 15a above.

Form 990, Part IX, Line 24F

Auto expense 4938. Funds for transmittal 713. Other refunds 13. Misc 15553. Withholdings not disbursed -22.

Pt VI, Line 6

In january of each year. Any part-time employee is paid based upon

Pt VI, Line 6

The part-time ups skilled start rate as defined in the national

Pt VI, Line 6

MASTER UPS AGREEMENT.

Financial Statement Notes

Pt XII Line 4B

Book depreciation is 10355 tax depreciation is 13033 difference between book/tax is 2678

Raw XML Appendix366 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/SupplementalInformationDetail/ExplanationTxt0BOOK DEPRECIATION IS 10355 TAX DEPRECIATION IS 13033 DIFFERENCE BETWEEN BOOK/TAX IS 2678
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE LOCAL OFFICE IN VERONA, VIRGINIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION INCLUDES AN ASSOCIATION OF MEMBERS WHO ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MEMBERS ALSO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION INCLUDES AN ASSOCIATION OF MEMBERS WHO ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7A DRAFT OF FORM 990 WAS PREPARED AND DELIVERED TO THE PRESIDENT AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SECRETARY-TREASURER PRIOR TO FILING. THEY REVIEWED THE 990 WITH THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRUSTEES AND APPROVED THE DRAFT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TRUSTEES REVIEW PAYMENTS AND DISBURSEMENTS MONTHLY AND NOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ANY PAYMENTS TO OFFICERS AND TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12THE EXECUTIVE BOARD REVIEWS AND APPROVES ALL SALARIES IN JANUARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OF EACH YEAR. THEY ARE BASED UPON A 63 HOUR WEEK FOR THE PRINCIPAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OFFICER, A 60 HOUR WEEK FOR OTHER FULL-TIME OFFICERS AND BUSINESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15AGENTS. THESE HOURS ARE MULTIPLIED BY THE UPS FEEDER DOUBLES RATE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16OF PAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SEE ANSWER TO 15a above.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18AUTO EXPENSE 4938. FUNDS FOR TRANSMITTAL 713. OTHER REFUNDS 13. MISC 15553. WITHHOLDINGS NOT DISBURSED -22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19IN JANUARY OF EACH YEAR. ANY PART-TIME EMPLOYEE IS PAID BASED UPON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20THE PART-TIME UPS SKILLED START RATE AS DEFINED IN THE NATIONAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21MASTER UPS AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24f
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Pt VI, Line 6
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0673581
IRS990/TotalAssetsEOYAmt0708171
IRS990/TotalAssetsGrp/BOYAmt0673581
IRS990/TotalAssetsGrp/EOYAmt0708171
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0710216
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt0704710
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0673581
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0708171
IRS990/TotalOtherCompensationAmt0111168
IRS990/TotalReportableCompFromOrgAmt0277128
IRS990/TotalRevenueGrp/ExclusionAmt029084
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0739300
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0673581
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0708171
IRS990/TotReportableCompRltdOrgAmt05100
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt017725
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10371 YORKSHIRE AVE
IRS990/USAddress/City0WAYNESBORO
IRS990/USAddress/State0VA
IRS990/USAddress/ZIPCode022980
IRS990/VotingMembersGoverningBodyCnt0982
IRS990/VotingMembersIndependentCnt0982
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FARRISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05409422909
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10IBT LOCAL NO 29
ReturnHeader/Filer/BusinessNameControlTxt0IBTL
ReturnHeader/Filer/EIN0540739139
ReturnHeader/Filer/PhoneNum05409422909
ReturnHeader/Filer/USAddress/AddressLine1012 CEDAR PARK LANE
ReturnHeader/Filer/USAddress/City0VERONA
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode024482
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOHN L MATHERLY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1423
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WAYNESBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode022980
ReturnHeader/PreparerPersonGrp/PhoneNum05409437147
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L MATHERLY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-20T06:08:33-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.31$1.29$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.29$1.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.18$1.02$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.20$1.00$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.97$0.89$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.93$0.87$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.98$0.86$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.84$0.82$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.82$0.77$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.80$0.75$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.76$0.72$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.74$0.70$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.62