Civic Intelligence

Local Union No 95 - General Teamsters

990 • Fiscal year 2016 • EIN 54-1190624

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

7294 Merrimac TrailWilliamsburg, VA 23185-5223

(757) 253-2919

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.02x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$130,296

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 39.2% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

44th percentile

-0.4%

Faster revenue growth than 44% of similar nonprofits.

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

Assets

Down

$330,972

Down $59,365 (-15%) from 2015

Net Assets

Down

$325,831

Down $60,511 (-16%) from 2015

Liabilities

Up

$5,141

Up $1,146 (+29%) from 2015

Revenue

Down

$332,600

Down $1,223 (-0.4%) from 2015

Expenses

Up

$393,111

Up $61,141 (+18%) from 2015

Net Income

Down

-$60,511

Down $62,364 (-3366%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $388,429Liabilities 2011: $1,552Net Assets 2011: $386,8772011Assets 2012: $407,430Liabilities 2012: $3,787Net Assets 2012: $403,6432012Assets 2013: $417,979Liabilities 2013: $3,777Net Assets 2013: $414,2022013Assets 2014: $389,175Liabilities 2014: $4,686Net Assets 2014: $384,4892014Assets 2015: $390,337Liabilities 2015: $3,995Net Assets 2015: $386,3422015Assets 2016: $330,972Liabilities 2016: $5,141Net Assets 2016: $325,8312016Assets 2017: $330,533Liabilities 2017: $6,690Net Assets 2017: $323,8432017Assets 2018: $319,347Liabilities 2018: $4,207Net Assets 2018: $315,1402018Assets 2019: $308,922Liabilities 2019: $5,266Net Assets 2019: $303,6562019Assets 2020: $302,346Liabilities 2020: $5,267Net Assets 2020: $297,0792020Assets 2021: $293,604Liabilities 2021: $11,069Net Assets 2021: $282,5352021Assets 2022: $316,119Liabilities 2022: $24,952Net Assets 2022: $291,1672022Assets 2023: $289,795Liabilities 2023: $4,625Net Assets 2023: $285,1702023Assets 2024: $297,258Liabilities 2024: $4,012Net Assets 2024: $293,2462024

Highlighted filing

2016

Assets$330,972
Liabilities$5,141
Net Assets$325,831

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $339,493Expenses 2011: $353,621Net Income 2011: -$14,1282011Revenue 2012: $339,013Expenses 2012: $322,247Net Income 2012: $16,7662012Revenue 2013: $335,780Expenses 2013: $325,221Net Income 2013: $10,5592013Revenue 2014: $329,273Expenses 2014: $358,986Net Income 2014: -$29,7132014Revenue 2015: $333,823Expenses 2015: $331,970Net Income 2015: $1,8532015Revenue 2016: $332,600Expenses 2016: $393,111Net Income 2016: -$60,5112016Revenue 2017: $329,141Expenses 2017: $331,129Net Income 2017: -$1,9882017Revenue 2018: $346,556Expenses 2018: $355,259Net Income 2018: -$8,7032018Revenue 2019: $347,610Expenses 2019: $359,094Net Income 2019: -$11,4842019Revenue 2020: $353,531Expenses 2020: $360,108Net Income 2020: -$6,5772020Revenue 2021: $354,883Expenses 2021: $369,427Net Income 2021: -$14,5442021Revenue 2022: $369,734Expenses 2022: $361,102Net Income 2022: $8,6322022Revenue 2023: $385,723Expenses 2023: $391,720Net Income 2023: -$5,9972023Revenue 2024: $438,208Expenses 2024: $430,132Net Income 2024: $8,0762024

Highlighted filing

2016

Revenue$332,600
Expenses$393,111
Net Income-$60,511
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 1, 2017
Return Version
2016v3.0
Gross Receipts
$332,600
Mission and Program Overview

Mission

Our mission is to organize workers and to secure improved wages, working conditions, and other economic advantages through organization, negotiations, and collective bargaining.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$158,406$154,819▼ $3,587
Investments in Publicly Traded Securities-$124,604-
Savings and Temporary Cash Investments$231,931$51,549▼ $180,382
Total Assets$390,337$330,972▼ $59,365
Liabilities
Other Liabilities$3,995$5,141▲ $1,146
Total Liabilities$3,995$5,141▲ $1,146
Net Assets / Fund Balance
Unrestricted Net Assets$246,344$196,206▼ $50,138
Temporarily Rstr Net Assets$139,998$129,625▼ $10,373
Total Net Assets Fund Balance$386,342$325,831▼ $60,511
Total Liabilities and Net Assets / Fund Balance$390,337$330,972▼ $59,365

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$72,849$72,812$145,661
Land$80,000-$80,000
Equipment$1,970$5,442$7,412
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael Brooks Through 9-8-16Secretary/trFT$111,906$18,390$130,296
Bryan Bishop as of 9-9-16Secretary/trFT$47,417$12,538$59,955
Gil Guaderrama as of 9-9-16President-$4,481$449$4,930
David CombsRecording Se-$2,741$285$3,026
Amjad AlakashTrustee-$2,091$267$2,358
Patrick KennonVice Preside-$1,871$236$2,107
Stuart SwilleyTrustee-$1,537$182$1,719
Andrew Smith as of 9-9-16Trustee-$779$71$850
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$323,602
Investment Income
$2,655
Other Revenue
$6,343
Change in Net Assets
$-60,511

Audited Revenue Reconciliation

Revenue per Audited Statements
$332,600
Total Revenue per Audited Statements
$332,600
Total Revenue per Form 990
$332,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$248,183
Other Expenses$144,928
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---$205,255
Other Salaries and Wages---$20,500
Payroll Taxes---$20,385
Office Expenses---$8,510
Occupancy---$6,431
Information Technology---$6,337
Fees for Services Accounting---$6,302
Depreciation Depletion---$4,647
Travel---$3,927
Fees for Services Legal---$3,901
Fees for Services Other---$3,750
Insurance---$3,413
Other Expenses---$3,042
All Other Expenses---$1,889
Other Employee Benefits---$1,046
Pension Plan Contributions---$997
Conferences and Meetings---$149
Interest---$55
Total Functional Expenses$0$0$0$393,111

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$393,111
Total Expenses per Audited Statements$393,111
Total Expenses per Form 990$393,111
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$5,141
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization is a labor union representing individual members.

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

The organization has written procedures in its by-laws governing the nomination procedures, candidate eligibility, and the election process. Each member in good standing is eligible to participate in the process.

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

There are no other committees with authority to act on behalf of the governing body.

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

The treasurer reviews information contained in the form 990, reports the results of his review to the board, and answers any questions the board may have regarding the form 990. The trustees have access to the form 990 at all times.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Local Union No 95 - General
EIN
54-1190624
Phone
7572532919
Address
7294 MERRIMAC TRAIL, WILLIAMSBURG, VA 23185-5223

Signing Officer

Name
Bryan Bishop as of 9-9-16
Title
Secretary/treasurer
Phone
7572532919
Signed
2017-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Bishop as of 9-9-16
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
0
Employees
11

Preparer

Firm
Wellscoleman
Address
3800 PATTERSON AVE, RICHMOND, VA 23221-2034
Preparer
Rebecca J Tres
Phone
8043581150
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

The union is an organization exempt from income taxes under section 501(c) (5) of the internal revenue code. A return of organization exempt from income tax (form 990) is required to be filed annually with the internal revenue service. The union's federal tax returns from 2013 forward are subject to examination by the internal revenue service, generally for three years after they were filed.

Raw XML Appendix370 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UNION IS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (5) OF THE INTERNAL REVENUE CODE. A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) IS REQUIRED TO BE FILED ANNUALLY WITH THE INTERNAL REVENUE SERVICE. THE UNION'S FEDERAL TAX RETURNS FROM 2013 FORWARD ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A LABOR UNION REPRESENTING INDIVIDUAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS WRITTEN PROCEDURES IN ITS BY-LAWS GOVERNING THE NOMINATION PROCEDURES, CANDIDATE ELIGIBILITY, AND THE ELECTION PROCESS. EACH MEMBER IN GOOD STANDING IS ELIGIBLE TO PARTICIPATE IN THE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER REVIEWS INFORMATION CONTAINED IN THE FORM 990, REPORTS THE RESULTS OF HIS REVIEW TO THE BOARD, AND ANSWERS ANY QUESTIONS THE BOARD MAY HAVE REGARDING THE FORM 990. THE TRUSTEES HAVE ACCESS TO THE FORM 990 AT ALL TIMES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
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 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WASHINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0INTL BROTHERHOOD OF TEAMSTERS
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0393111
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt05141
IRS990/TotalLiabilitiesGrp/BOYAmt03995
IRS990/TotalLiabilitiesGrp/EOYAmt05141
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0325831
IRS990/TotalOtherCompensationAmt032418
IRS990/TotalProgramServiceRevenueAmt0323602
IRS990/TotalReportableCompFromOrgAmt0172823
IRS990/TotalRevenueGrp/ExclusionAmt08845
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0323755
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0332600
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0390337
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0330972
IRS990/TravelGrp/TotalAmt03927
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0246344
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0196206
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023185
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN BISHOP AS OF 9-9-16
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07572532919
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL UNION NO 95 - GENERAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEAMSTERS
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0541190624
ReturnHeader/Filer/PhoneNum07572532919
ReturnHeader/Filer/USAddress/AddressLine1Txt07294 MERRIMAC TRAIL
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0231855223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0216D84C9EC1B5DA7F48235286FD9F0BE5E86DA88
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015B2F77FDEE1892DB7DF804D32267D98101C7366
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540593442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELLSCOLEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 PATTERSON AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232212034
ReturnHeader/PreparerPersonGrp/PhoneNum08043581150
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J TRES
ReturnHeader/ReturnTs02017-04-15T19:30:57+00:00
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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.04$2.93$4.38$4.30$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.05$2.85$3.86$3.92$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.25$2.91$3.70$3.61$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.94$0.11$2.83$3.55$3.69$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.05$2.97$3.54$3.60$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.05$3.04$3.48$3.59$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.19$0.04$3.15$3.47$3.55$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.07$3.24$3.29$3.31$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.31$0.05$3.26$3.33$3.93$0.61
2015Detailed filing. Detailed filing data is available for this year.$3.90$0.04$3.86$3.34$3.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.05$3.84$3.29$3.59$0.30
2013Detailed filing. Detailed filing data is available for this year.$4.18$0.04$4.14$3.36$3.25$0.11
2012Summary only. Only limited summary data is available for this year.$4.07$0.04$4.04$3.39$3.22$0.17
2011Summary only. Only limited summary data is available for this year.$3.88$0.02$3.87$3.39$3.54$0.14