Civic Intelligence

Teamsters Local Number 5

990 • Fiscal year 2017 • EIN 72-0376063

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 16, 2018

1772 Dallas DriveBaton Rouge, LA 70806-1438

(225) 924-3886

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.00x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

44th percentile

2.5%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$94,999

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

47th percentile

0.3%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$81,409

Up $4,075 (+5.3%) from 2016

Net Assets

Up

$81,100

Up $8,060 (+11%) from 2016

Liabilities

Down

$309

Down $3,985 (-93%) from 2016

Revenue

Up

$324,361

Up $1,029 (+0.3%) from 2016

Expenses

Down

$316,301

Down $7,091 (-2.2%) from 2016

Net Income

Up

$8,060

Up $8,120 (+13533%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $72,006Liabilities 2011: $0Net Assets 2011: $72,0062011Assets 2012: $59,679Liabilities 2012: $0Net Assets 2012: $59,6792012Assets 2013: $29,152Liabilities 2013: $0Net Assets 2013: $29,1522013Assets 2014: $33,442Liabilities 2014: $0Net Assets 2014: $33,4422014Assets 2015: $75,795Liabilities 2015: $2,695Net Assets 2015: $73,1002015Assets 2016: $77,334Liabilities 2016: $4,294Net Assets 2016: $73,0402016Assets 2017: $81,409Liabilities 2017: $309Net Assets 2017: $81,1002017Assets 2018: $69,353Liabilities 2018: $284Net Assets 2018: $69,0692018Assets 2019: $95,112Liabilities 2019: $302Net Assets 2019: $94,8102019Assets 2020: $112,372Liabilities 2020: $229Net Assets 2020: $112,1432020Assets 2021: $115,557Liabilities 2021: $333Net Assets 2021: $115,2242021Assets 2022: $107,760Liabilities 2022: $281Net Assets 2022: $107,4792022Assets 2023: $112,396Liabilities 2023: $681Net Assets 2023: $111,7152023Assets 2024: $101,867Liabilities 2024: $1,111Net Assets 2024: $100,7562024

Highlighted filing

2017

Assets$81,409
Liabilities$309
Net Assets$81,100

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $401,1062011Expenses 2012: $357,9282012Revenue 2013: $317,960Expenses 2013: $348,487Net Income 2013: -$30,5272013Revenue 2014: $329,453Expenses 2014: $325,164Net Income 2014: $4,2892014Revenue 2015: $380,514Expenses 2015: $340,856Net Income 2015: $39,6582015Revenue 2016: $323,332Expenses 2016: $323,392Net Income 2016: -$602016Revenue 2017: $324,361Expenses 2017: $316,301Net Income 2017: $8,0602017Revenue 2018: $297,802Expenses 2018: $309,833Net Income 2018: -$12,0312018Revenue 2019: $345,696Expenses 2019: $319,955Net Income 2019: $25,7412019Revenue 2020: $326,102Expenses 2020: $308,768Net Income 2020: $17,3342020Revenue 2021: $312,646Expenses 2021: $309,565Net Income 2021: $3,0812021Revenue 2022: $324,887Expenses 2022: $332,632Net Income 2022: -$7,7452022Revenue 2023: $323,076Expenses 2023: $328,477Net Income 2023: -$5,4012023Revenue 2024: $338,492Expenses 2024: $349,451Net Income 2024: -$10,9592024

Highlighted filing

2017

Revenue$324,361
Expenses$316,301
Net Income$8,060
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 16, 2018
Return Version
2017v2.2
Gross Receipts
$324,361
Mission and Program Overview

Mission

To unite workers to secure improved wages, hours and working conditions; to educate and train members; to advance collective bargaining and the rights of workers; to engage in activities which advance the interest of the organization and its members.

Provide the benefits of organized labor to its membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,280$67,409▲ $4,129
Land, Buildings, and Equipment, Net$14,054$14,000▼ $54
Total Assets$77,334$81,409▲ $4,075
Liabilities
Accounts Payable and Accrued Expenses$4,294$309▼ $3,985
Total Liabilities$4,294$309▼ $3,985
Net Assets / Fund Balance
Unrestricted Net Assets$73,040$81,100▲ $8,060
Total Net Assets Fund Balance$73,040$81,100▲ $8,060
Total Liabilities and Net Assets / Fund Balance$77,334$81,409▲ $4,075

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$118,771-
Land$14,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Keith PartinSecretary-treasurerFT$94,999$94,999
Albert LopezVice PresidentPT$1,100$1,100
Rex PiersonPresidentPT$1,015$1,015
Joseph MilliganTrusteePT$900$900
Willie PartinTrusteePT$900$900
Michael JarrellTrusteePT$700$700
Jerry BarnumTrusteePT$400$400
Mike TaylorTrusteePT$400$400
Revenue and Support

Revenue Composition

Contributions and Grants
$324,361
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$8,060

Audited Revenue Reconciliation

Revenue per Audited Statements
$324,361
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$324,361
Total Revenue per Form 990
$324,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$177,044
Other Expenses$139,257
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---$100,414
Payments to Affiliates---$78,467
Other Employee Benefits---$33,545
Other Salaries and Wages---$32,003
Office Expenses---$20,962
Travel---$18,469
Payroll Taxes---$11,082
Fees for Services Accounting---$10,868
Fees for Services Legal---$7,309
Insurance---$2,427
Interest---$247
Depreciation Depletion---$54
Other Expenses---$42
Total Functional Expenses$0$0$0$316,301

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$316,301
Total Expenses per Audited Statements$316,301
Total Expenses per Form 990$316,301
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Draft return is presented to the governing body and the final return is reviewed when signed by the treasurer.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Teamsters Local Number 5
EIN
72-0376063
Phone
2259243886
Address
1772 DALLAS DRIVE, BATON ROUGE, LA 70806-1438

Signing Officer

Name
Keith Partin
Title
Secretary/treasurer
Phone
2259243886
Signed
2018-04-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Partin
Formed
1946
Legal Domicile
La
Voting Board Members
7
Independent Board Members
6
Employees
9
Volunteers
0

Preparer

Firm
Provost Salter Harper & Alford LLC
Address
8550 UNITED PLAZA BLVD SUITE 600, BATON ROUGE, LA 70809
Preparer
Kathleen J Hebert
Phone
2259241772
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization has not changed its oversight process or selection process during the current year.

Financial Statement Notes

PART X, LINE 2:

The union's federal income tax returns are subject to possible examination by the taxing authorities until the expiration of the related statutes of limitations on those tax returns. In general, the federal income tax returns have a three year statute of limitations. The union would recognize accrued interest and penalties associated with uncertain tax provisions, if any, as part of the income tax provision.

Raw XML Appendix323 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
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEITH PARTIN
IRS990/BooksInCareOfDetail/PhoneNum02259243886
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01772 DALLAS DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BATON ROUGE
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0KEITH PARTIN
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IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL JARRELL
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IRS990/Form990PartVIISectionAGrp/PersonNm6JERRY BARNUM
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MissionDesc0TO UNITE WORKERS TO SECURE IMPROVED WAGES, HOURS AND WORKING CONDITIONS; TO EDUCATE AND TRAIN MEMBERS; TO ADVANCE COLLECTIVE BARGAINING AND THE RIGHTS OF WORKERS; TO ENGAGE IN ACTIVITIES WHICH ADVANCE THE INTEREST OF THE ORGANIZATION AND ITS MEMBERS.
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IRS990/OtherExpensesGrp/Desc0MEETING & COMMITTEE
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2PENALTIES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE UNION'S FEDERAL INCOME TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE TAX RETURNS. IN GENERAL, THE FEDERAL INCOME TAX RETURNS HAVE A THREE YEAR STATUTE OF LIMITATIONS. THE UNION WOULD RECOGNIZE ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT RETURN IS PRESENTED TO THE GOVERNING BODY AND THE FINAL RETURN IS REVIEWED WHEN SIGNED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
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IRS990/TaxExemptBondsInd00
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IRS990/TerminateOperationsInd00
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IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt018469
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt073040
IRS990/UnrestrictedNetAssetsGrp/EOYAmt081100
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01772 DALLAS DRIVE
IRS990/USAddress/CityNm0BATON ROUGE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0708061438
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH PARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02259243886
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL NUMBER 5
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0720376063
ReturnHeader/Filer/PhoneNum02259243886
ReturnHeader/Filer/USAddress/AddressLine1Txt01772 DALLAS DRIVE
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0708061438
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId045F84457DE3CC09C1FE24F2A8854EBB2A1556B8F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId087D7598281D487A63E25AD21250037FD6D0F1476
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.188.82.66
ReturnHeader/FilingSecurityInformation/IPDt02018-04-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:00:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721329170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROVOST SALTER HARPER & ALFORD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08550 UNITED PLAZA BLVD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BATON ROUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070809
ReturnHeader/PreparerPersonGrp/PhoneNum02259241772
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN J HEBERT
ReturnHeader/ReturnTs02018-05-01T11:02:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$1.02$0.01$1.01$3.38$3.49$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.12$3.23$3.28$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.07$3.25$3.33$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.15$3.13$3.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$3.26$3.09$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$3.46$3.20$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$2.98$3.10$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$3.24$3.16$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.04$0.73$3.23$3.23$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.03$0.73$3.81$3.41$0.40
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$3.29$3.25$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$3.18$3.48$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$3.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$4.01