Civic Intelligence

Teamsters Joint Council No75

990 • Fiscal year 2016 • EIN 59-0902820

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

5818 E Martin Luther King Jr BlvdTampa, FL 33619

(813) 621-1391

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

19th percentile

0.00x

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

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

Net Margin

94th percentile

34%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

28th percentile

$30,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

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

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

56th percentile

4.0%

Faster revenue growth than 56% of similar nonprofits.

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

Assets

Up

$1,202,599

Up $220,328 (+22%) from 2015

Net Assets

Up

$1,202,599

Up $220,328 (+22%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$510,218

Up $19,451 (+4.0%) from 2015

Expenses

Up

$338,886

Up $93,629 (+38%) from 2015

Net Income

Down

$171,332

Down $74,178 (-30%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $525,581Liabilities 2011: $291,000Net Assets 2011: $234,5812011Assets 2012: $403,760Liabilities 2012: $0Net Assets 2012: $403,7602012Assets 2013: $572,743Liabilities 2013: $0Net Assets 2013: $572,7432013Assets 2014: $826,886Liabilities 2014: $0Net Assets 2014: $826,8862014Assets 2015: $982,271Liabilities 2015: $0Net Assets 2015: $982,2712015Assets 2016: $1,202,599Liabilities 2016: $0Net Assets 2016: $1,202,5992016Assets 2017: $1,467,587Liabilities 2017: $0Net Assets 2017: $1,467,5872017Assets 2018: $1,419,781Liabilities 2018: $172Net Assets 2018: $1,419,6092018Assets 2019: $1,881,266Liabilities 2019: $297Net Assets 2019: $1,880,9692019Assets 2020: $1,990,414Liabilities 2020: $306Net Assets 2020: $1,990,1082020Assets 2021: $2,234,073Liabilities 2021: $270Net Assets 2021: $2,233,8032021Assets 2022: $1,954,461Liabilities 2022: $274Net Assets 2022: $1,954,1872022Assets 2023: $2,127,147Liabilities 2023: $0Net Assets 2023: $2,127,1472023Assets 2024: $2,544,615Liabilities 2024: $1,832Net Assets 2024: $2,542,7832024

Highlighted filing

2016

Assets$1,202,599
Liabilities$0
Net Assets$1,202,599

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $952,388Expenses 2011: $1,032,917Net Income 2011: -$80,5292011Expenses 2012: $462,4762012Revenue 2013: $534,168Expenses 2013: $363,280Net Income 2013: $170,8882013Revenue 2014: $517,678Expenses 2014: $283,756Net Income 2014: $233,9222014Revenue 2015: $490,767Expenses 2015: $245,257Net Income 2015: $245,5102015Revenue 2016: $510,218Expenses 2016: $338,886Net Income 2016: $171,3322016Revenue 2017: $482,167Expenses 2017: $333,190Net Income 2017: $148,9772017Revenue 2018: $546,708Expenses 2018: $476,114Net Income 2018: $70,5942018Revenue 2019: $563,311Expenses 2019: $386,135Net Income 2019: $177,1762019Revenue 2020: $559,332Expenses 2020: $529,663Net Income 2020: $29,6692020Revenue 2021: $557,521Expenses 2021: $423,725Net Income 2021: $133,7962021Revenue 2022: $647,767Expenses 2022: $570,004Net Income 2022: $77,7632022Revenue 2023: $916,899Expenses 2023: $743,939Net Income 2023: $172,9602023Revenue 2024: $971,518Expenses 2024: $555,882Net Income 2024: $415,6362024

Highlighted filing

2016

Revenue$510,218
Expenses$338,886
Net Income$171,332
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Gross Receipts
$616,727
Mission and Program Overview

Mission

Assist local unions in representing members in human relations issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$797,666$1,025,834▲ $228,168
Cash and Non-Interest-Bearing Accounts$184,481$176,679▼ $7,802
Land, Buildings, and Equipment, Net$124$86▼ $38
Total Assets$982,271$1,202,599▲ $220,328
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$982,271$1,202,599▲ $220,328
Total Net Assets Fund Balance$982,271$1,202,599▲ $220,328
Total Liabilities and Net Assets / Fund Balance$982,271$1,202,599▲ $220,328

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$86$2,664$2,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kenneth WoodPresidentPT$30,000$30,000
James Shurling JrSec/treasurePT$7,600$7,600
Michael ScottVice-presidePT$7,200$7,200
Jim GookinsRecording SePT$5,600$5,600
Michael StapletonPast Sec/tre-$5,600$5,600
Maurice CobbTrusteePT$4,800$4,800
Randall M BrownTrusteePT$4,800$4,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$476,532
Investment Income
$31,604
Other Revenue
$2,082
Change in Net Assets
$171,332

Audited Revenue Reconciliation

Revenue per Audited Statements
$510,218
Revenue Not Reported on Form 990
$78,057
Total Revenue per Audited Statements
$588,275
Total Revenue per Form 990
$510,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,367
Salaries, Compensation, and Employee Benefits$86,969
Grants and Similar Amounts Paid$24,550
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$65,600
Fees for Services Legal---$25,993
Grants to Domestic Orgs---$24,550
Office Expenses---$21,739
Other Salaries and Wages---$19,025
Conferences and Meetings---$16,806
Travel---$14,646
Fees for Service Investment Mgmnt Fees---$12,087
Fees for Services Accounting---$7,825
Payroll Taxes---$2,344
Insurance---$383
Other Expenses---$370
Depreciation Depletion---$37
All Other Expenses---$-17,512
Total Functional Expenses$0$0$0$338,886

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$367,947
Expenses per Audited Statements$338,886
Total Expenses per Form 990$338,886
Expenses Not Reported on Form 990$29,061
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Breaking Barriers-hope Is AliveUniontown, OHXDonation$10,000
Hoffa Scholarship FundWashington, DCXScholarship Donation$8,000
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$17,589
Section 527 Activity Spending$17,589
Total Exempt Function Spending$17,589

Section 527 Organizations

OrganizationLocationAmount
59-0304160Tampa, FL$10,115
59-1156070Orlando, FL$2,804
59-1106762Bradenton, FL$2,242
63-0152728Mobile, AL$1,279
59-0542900Jacksonville, FL$1,149
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 11B

The organization's president will review the 990 prior to mailing.

Form 990, Page 6, Part VI, Line 19

Governing documents are available for public inspection at our office upon request.

Filing and Contact Details

Filer

Filer Name
Teamsters Joint Council No 75
EIN
59-0902820
Phone
8136211391
Address
5818 E MARTIN LUTHER KING JR BLVD, TAMPA, FL 33619

Signing Officer

Name
Kenneth Wood
Title
President
Phone
8136851832
Signed
2017-04-10

Organization Details

Principal Officer
Kenneth Wood
Formed
2003
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
5
Employees
1

Preparer

Firm
Hamilton & Phillips LLC
Address
3447 BROOK CROSSING DR, BRANDON, FL 33511
Preparer
Laura Phillips CPA
Phone
8136897480
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Assist local unions in representing members in human relations issues.

Form 990, Part XI, Line 9

Nonded. Political expenses -17,589 form 1120-pol tax 2015 -7,648 ppd 1120-pol tax 2016 -3,824 total -29,061

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

Nonded. Political expenses 17,589 1120-pol tax 11,472

Raw XML Appendix381 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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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd033619
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd132811
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd236602
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd334208
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd432254
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0TEAMSTERS JOINT COUNCIL 75 ENTERED INTO AN AGREEMENT WITH THE FLORIDA LOCAL UNIONS TO SEND UNION REPRESENTATIVES TO TALLAHASSEE, FL FOR THE 2016 LEGISLATIVE SESSION IN ORDER TO HAVE A POLITICAL PRESENCE THERE. FOR THE AGREEMENT, THE COUNCIL WILL REIMBURSE PARTICIPATING LOCAL UNIONS 50% OF THEIR REPRESENTATIVE'S MEALS, LODGING, AND MILEAGE EXPENSES DURING THEIR STAY IN TALLAHASSEE. REIMBURSEMENTS TOTALING 17,589 WERE MADE AS OF 12/31/16.
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt1THIS IS A LABOR ORGANIZATION EXEMPT FROM 6033(E)PROXY TAX.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART I-A, LINE 1
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE C, PART IV
IRS990ScheduleC/TotalExemptFunctionExpendAmt017589
IRS990ScheduleD/EquipmentGrp/BookValueAmt086
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02664
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02750
IRS990ScheduleD/ExpensesNotReportedAmt029061
IRS990ScheduleD/ExpensesSubtotalAmt0338886
IRS990ScheduleD/NetUnrealizedGainsInvstAmt078057
IRS990ScheduleD/OtherExpensesIncludedAmt029061
IRS990ScheduleD/RevenueNotReportedAmt078057
IRS990ScheduleD/RevenueSubtotalAmt0510218
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NONDED. POLITICAL EXPENSES 17,589 1120-POL TAX 11,472
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt086
IRS990ScheduleD/TotalExpensesPerForm990Amt0338886
IRS990ScheduleD/TotalRevenuePerForm990Amt0510218
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0588275
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0367947
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0X
IRS990ScheduleI/RecipientTable/IRCSectionDesc1X
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOFFA SCHOLARSHIP FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BREAKING BARRIERS-HOPE IS ALIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt025 LOUISIANA AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 534
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1UNIONTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144685
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ASSIST LOCAL UNIONS IN REPRESENTING MEMBERS IN HUMAN RELATIONS ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S PRESIDENT WILL REVIEW THE 990 PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT OUR OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NONDED. POLITICAL EXPENSES -17,589 FORM 1120-POL TAX 2015 -7,648 PPD 1120-POL TAX 2016 -3,824 TOTAL -29,061
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0982271
IRS990/TotalAssetsEOYAmt01202599
IRS990/TotalAssetsGrp/BOYAmt0982271
IRS990/TotalAssetsGrp/EOYAmt01202599
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0338886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0982271
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01202599
IRS990/TotalProgramServiceRevenueAmt0476532
IRS990/TotalReportableCompFromOrgAmt065600
IRS990/TotalRevenueGrp/ExclusionAmt037278
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0472940
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0510218
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0982271
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01202599
IRS990/TravelGrp/TotalAmt014646
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0982271
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01202599
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05818 E DR MARTIN LUTHER KING JR BL
IRS990/USAddress/CityNm0TAMPA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033547
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.TEAMSTERSJC75.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08136851832
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS JOINT COUNCIL NO 75
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0590902820
ReturnHeader/Filer/PhoneNum08136211391
ReturnHeader/Filer/USAddress/AddressLine1Txt05818 E MARTIN LUTHER KING JR BLVD
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033619
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F8DA1CA24E96FDB236727D7A786CEDCD9823B05
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CCCA9011C19B24D830D07A6325CD33DBF1792E80
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592479783
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON & PHILLIPS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03447 BROOK CROSSING DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRANDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033511
ReturnHeader/PreparerPersonGrp/PhoneNum08136897480
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA PHILLIPS CPA
ReturnHeader/ReturnTs02017-05-11T09:00:46-04:00
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
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.97$0.56$0.42
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.92$0.74$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.65$0.57$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.56$0.42$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.56$0.53$0.03
2019Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.56$0.39$0.18
2018Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.55$0.48$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.48$0.33$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.51$0.34$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.49$0.25$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.52$0.28$0.23
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.53$0.36$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.46
2011Summary only. Only limited summary data is available for this year.$0.53$0.29$0.23$0.95$1.03$0.08