Civic Intelligence

Ibt Local No 29

990 • Fiscal year 2017 • EIN 54-0739139

Jan 01, 2017 to Dec 31, 2017 • Filed on May 23, 2018

Organization ProfileN/A
12 Cedar Park LaneVerona, VA 24482

(540) 248-1200

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

43rd percentile

3.1%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$170,059

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

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

Asset Growth

46th percentile

3.0%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

51st percentile

2.0%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$880,668

Up $25,686 (+3.0%) from 2016

Net Assets

Up

$880,668

Up $25,686 (+3.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin43rd percentile

Revenue

Up

$840,870

Up $16,678 (+2.0%) from 2016

Expenses

Up

$815,184

Up $46,342 (+6.0%) from 2016

Net Income

Down

$25,686

Down $29,664 (-54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2017

Assets$880,668
Liabilities$0
Net Assets$880,668
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

2017

Revenue$840,870
Expenses$815,184
Net Income$25,686
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 23, 2018
Return Version
2017v2.2
Gross Receipts
$840,870
Mission and Program Overview

Mission

LABOR UNION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$563,054$599,770▲ $36,716
Land, Buildings, and Equipment, Net$291,928$280,898▼ $11,030
Total Assets$854,982$880,668▲ $25,686
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$854,982$880,668▲ $25,686
Total Net Assets Fund Balance$854,982$880,668▲ $25,686
Total Liabilities and Net Assets / Fund Balance$854,982$880,668▲ $25,686

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$186,604$26,138-
Other Land Buildings$1,060$7,865-
Land$74,600--
Equipment$18,634$8,260-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John D FarrishSecretary-treasurerFT$124,683$45,376$170,059
John D Farrish--$124,683$45,376$170,059
William M MartinPresidentFT$79,024$34,253$113,277
---$79,024$34,252$113,276
Teresa J MorrisBookkeeperFT$52,096$45,376$97,472
Robert D CrouchFormer PresidentFT$63,529$17,970$81,499
William M Martin--$63,529$17,970$81,499
Robert V Duff JrRecording Secretary-$4,322-$4,322
Robert K Gooch IvTrustee-$2,340-$2,340
Brent C WardVice-president-$1,950-$1,950
Kenneth W McdonaldsonTrustee-$1,950-$1,950
Lavela C HarrisTrustee-$780-$780
Revenue and Support

Revenue Composition

Contributions and Grants
$836,795
Program Service Revenue
$0
Investment Income
$4,075
Other Revenue
$0
All Other Contributions
$27,638
Change in Net Assets
$25,686

Audited Revenue Reconciliation

Revenue per Audited Statements
$840,870
Total Revenue per Audited Statements
$840,870
Total Revenue per Form 990
$840,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$499,237
Other Expenses$263,762
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---$330,673
Other Expenses---$180,546
Pension Plan Contributions---$91,063
Benefits to Members---$52,185
Other Employee Benefits---$51,912
Payroll Taxes---$25,589
Travel---$16,468
Office Expenses---$15,086
Depreciation Depletion---$11,029
Occupancy---$10,189
All Other Expenses---$6,753
Fees for Services Accounting---$5,570
Fees for Services Legal---$4,571
Conferences and Meetings---$1,790
Total Functional Expenses$0$0$0$815,184

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$815,184
Total Expenses per Audited Statements$815,184
Total Expenses per Form 990$815,184
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
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
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

Filer Name
Ibt Local No 29
EIN
54-0739139
Phone
5402481200
Address
12 CEDAR PARK LANE, VERONA, VA 24482

Signing Officer

Name
John Farrish
Title
Secretary-treasurer
Phone
5402481200
Signed
2018-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Farrish
Formed
1963
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
0
Employees
9
Volunteers
0

Preparer

Firm
John L Matherly CPA
Address
PO BOX 1423, WAYNESBORO, VA 22980
Preparer
John L Matherly
Phone
5409437147
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The organization consists of an association of members.”

Pt VI, Line 7A

“The organization consists of an association of members who elect the governing body.”

Pt VI, Line 7B

“Members of the organization approve significant decisions made by the governing body.”

Pt VI, Line 11B

“A draft of form 990 was prepared and delivered to the union president and secretary-treasurer, who reviewed and approved the draft with the trustees prior to filing.”

Pt VI, Line 12C

“Trustees review all disbursements monthly, including any payments to officers and/or trustees. The board of trustees also reviews the conflict of interest policy annually.”

Pt VI, Line 15A

“The executive board reviews and approves all salaries in january of each year. Salaries are based upon a 63-hour week for the principal officer, and a 60-hour week for other full-time officers and business agents. Salaries are calculated as the number of hours multiplied by the ups feeder doubles rate of pay.”

Pt VI, Line 15B

“SEE 15A ABOVE.”

Pt VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to members and to the public upon request at the local office in verona, va.”

Pt XII, Line 1

“The organization prepares its financial statements using the modified cash basis of accounting.”

Form 990, Part IX, Line 24E

“AUTO EXPENSE 4569.”

Form 990, Part IX, Line 24E

“OTHER TAXES 2059.”

Form 990, Part IX, Line 24E

“REFUNDS 125.”

Raw XML Appendix369 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN D FARRISH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1WILLIAM M MARTIN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF AN ASSOCIATION OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION CONSISTS OF AN ASSOCIATION OF MEMBERS WHO ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ORGANIZATION APPROVE SIGNIFICANT DECISIONS MADE BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT OF FORM 990 WAS PREPARED AND DELIVERED TO THE UNION PRESIDENT AND SECRETARY-TREASURER, WHO REVIEWED AND APPROVED THE DRAFT WITH THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEES REVIEW ALL DISBURSEMENTS MONTHLY, INCLUDING ANY PAYMENTS TO OFFICERS AND/OR TRUSTEES. THE BOARD OF TRUSTEES ALSO REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE BOARD REVIEWS AND APPROVES ALL SALARIES IN JANUARY OF EACH YEAR. SALARIES ARE BASED UPON A 63-HOUR WEEK FOR THE PRINCIPAL OFFICER, AND A 60-HOUR WEEK FOR OTHER FULL-TIME OFFICERS AND BUSINESS AGENTS. SALARIES ARE CALCULATED AS THE NUMBER OF HOURS MULTIPLIED BY THE UPS FEEDER DOUBLES RATE OF PAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SEE 15A ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO MEMBERS AND TO THE PUBLIC UPON REQUEST AT THE LOCAL OFFICE IN VERONA, VA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION PREPARES ITS FINANCIAL STATEMENTS USING THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AUTO EXPENSE 4569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER TAXES 2059.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11REFUNDS 125.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0880668
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IRS990/USAddress/AddressLine1Txt0371 YORKSHIRE AVE
IRS990/USAddress/CityNm0WAYNESBORO
IRS990/USAddress/StateAbbreviationCd0VA
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FARRISH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05402481200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBT LOCAL NO 29
ReturnHeader/Filer/BusinessNameControlTxt0IBTL
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ReturnHeader/Filer/PhoneNum05402481200
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ReturnHeader/Filer/USAddress/CityNm0VERONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId017D73A9EA69A381CFB60FDA86E464D14F3DB1372
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.221.104.171
ReturnHeader/FilingSecurityInformation/IPDt02018-06-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:31:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN L MATHERLY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1423
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNESBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022980
ReturnHeader/PreparerPersonGrp/PhoneNum05409437147
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L MATHERLY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-18T11:31:12-07:00
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
$880,668
Liabilities
$0
Net assets
$880,668
Revenue
$840,870
Expenses
$815,184
Net income
$25,686
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