Civic Intelligence

Teamworks Development Institute

EIN 81-1057107 • 501(c)3 • Sunnyvale, CA

Profile

Provides technical assistance and training to cooperatives owned by low-income people.

1159 Sonora CT No 107Sunnyvale, CA 94086-5384

www.teamworksinstitute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.34x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-2.5%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$47,706

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 59.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-8.3%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

255%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$150,825

Down $13,732 (-8.3%) from 2018

Liabilities

Down

$27,323

Down $11,684 (-30%) from 2018

Net Assets

Down

$123,502

Down $2,048 (-1.6%) from 2018

Revenue

Up

$80,483

Up $57,793 (+255%) from 2018

Expenses

Up

$82,531

Up $57,977 (+236%) from 2018

Net Income

Down

-$2,048

Down $184 (-9.9%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2017: $153,099Liabilities 2017: $13,185Net Assets 2017: $139,9142017Assets 2018: $164,557Liabilities 2018: $39,007Net Assets 2018: $125,5502018Assets 2019: $150,825Liabilities 2019: $27,323Net Assets 2019: $123,5022019

Highlighted filing

2019

Assets$150,825
Liabilities$27,323
Net Assets$123,502

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2017: $205,058Expenses 2017: $66,047Net Income 2017: $139,0112017Revenue 2018: $22,690Expenses 2018: $24,554Net Income 2018: -$1,8642018Revenue 2019: $80,483Expenses 2019: $82,531Net Income 2019: -$2,0482019

Highlighted filing

2019

Revenue$80,483
Expenses$82,531
Net Income-$2,048

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 24, 2020
Return Version
2019v5.1
Gross Receipts
$80,483
Mission and Program Overview

Mission

Provides technical assistance and training to cooperatives owned by low-income people.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED CUSTOMIZED CONSULTING, TRAINING, AND SERVICES TO TWO CO-OPS OWNED BY LOW-INCOME PEOPLE.$0$46,607
THE ORGANIZATION MANAGES THE TEAMWORKS CAPITAL FUND, A SMALL PORTFOLIO OF LONG-TERM LOANS TO WORKER-OWNED COOPERATIVES.$0$9,134
WE ADDED TO OUR LIBRARY OF FREE ONLINE TOOLS CALLED THE OPEN SOURCE PROJECT THAT ANY COMMUNITY GROUP OR COOPERATIVE CAN ACCESS TO HELP THEM IN THEIR WORK DEVELOPING COOPERATIVES OWNED BY LOW-INCOME PEOPLE.$0$8
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SMATHERS MOOREExecutive DirectorPT$47,706-$47,706
IVETTE MELENDEZTreasurer-$4,767-$4,767
JENNIFER MARTINEZPresident-$0--
INGRID HERNANDEZSecretary-$0--
ROBERTO GILDirector-$0--
Filing and Contact Details

Filer

Filer Name
Teamworks Development Institute
EIN
81-1057107
Phone
8778295500
Address
1159 SONORA CT NO 107, SUNNYVALE, CA 94086-5384

Signing Officer

Name
David Smathers Moore
Title
Executive Director
Phone
8778295500
Signed
2020-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Bruce Mayer CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous revenue. Amount: 420.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bad debt expense. Amount: 21,300. Description: office expenses. Amount: 3,273. Description: travel. Amount: 1,441. Description: conferences, conventions, meetings. Amount: 1,190. Description: information technology. Amount: 1,037. Description: insurance. Amount: 1,226. Description: miscellaneous expense. Amount: 41. Total to form 990-ez, line 16: 29,508.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 151. End of year amount: 9,103.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 39,007. End of year amount: 27,323.

Raw XML Appendix184 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 21,300. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,273. DESCRIPTION: TRAVEL. AMOUNT: 1,441. DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 1,190. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,037. DESCRIPTION: INSURANCE. AMOUNT: 1,226. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 41. TOTAL TO FORM 990-EZ, LINE 16: 29,508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 151. END OF YEAR AMOUNT: 9,103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 39,007. END OF YEAR AMOUNT: 27,323.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SMATHERS MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08778295500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMWORKS DEVELOPMENT INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0811057107
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ReturnHeader/FilingSecurityInformation/IPTm013:11:35
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ReturnHeader/ReturnTs02020-09-28T10:00:13-05:00
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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