Civic Intelligence

Teamworks Development Institute

990 • Fiscal year 2017 • EIN 81-1057107

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization ProfileWWW.TEAMWORKSINSTITUTE.ORG
1159 Sonora CT No 107Sunnyvale, CA 94086-5384

(877) 829-5500

Siviq Scores

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

Liabilities / Assets

77th percentile

0.09x

Higher debt load relative to assets than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$7,470

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets77th percentile

Assets

$153,099

No earlier filing loaded for comparison.

Net Assets

$139,914

No earlier filing loaded for comparison.

Liabilities

$13,185

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin95th percentile

Revenue

$205,058

No earlier filing loaded for comparison.

Expenses

$66,047

No earlier filing loaded for comparison.

Net Income

$139,011

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$153,099
Liabilities$13,185
Net Assets$139,914
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$205,058
Expenses$66,047
Net Income$139,011
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$205,058
Mission and Program Overview

Mission

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

The organization delivered educational programs for nonprofit organizations planning or working with cooperative businesses owned by low-income people most notably through a three-day program held in march 2017 and attended in-person by 15 people representing 8 organizations from around the country. The organization also provided customized technical assistance and training directly to cooperatives and nonprofit organizations. Finally, the organization launched its open source project that makes key documents and tools available for free online for any group planning the launch of house cleaning cooperatives owned by low-income workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related-$118,055-
Cash and Non-Interest-Bearing Accounts$2,687$22,383▲ $19,696
Accounts Receivable$684$12,661▲ $11,977
Prepaid Expenses and Deferred Charges$930--
Total Assets$4,301$153,099▲ $148,798
Liabilities
Accounts Payable and Accrued Expenses$3,398$13,185▲ $9,787
Total Liabilities$3,398$13,185▲ $9,787
Net Assets / Fund Balance
Unrestricted Net Assets$903$139,914▲ $139,011
Total Net Assets Fund Balance$903$139,914▲ $139,011
Total Liabilities and Net Assets / Fund Balance$4,301$153,099▲ $148,798

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$118,055--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David Smathers MooreExecutive DirectorPT$7,470$7,470

Board Members and Trustees

NameTitle
Jennifer MartinezPresident
Ingrid HernandezSecretary
Cristina HernandezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$183,019
Program Service Revenue
$21,834
Investment Income
$0
Other Revenue
$205
All Other Contributions
$183,019
Change in Net Assets
$139,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,577
Salaries, Compensation, and Employee Benefits$7,470
Total Fundraising Expense$129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$25,330--$25,330
Fees for Services Other$20,034$18-$20,052
Conferences and Meetings$8,346$427$18$8,791
Current Officers, Directors, Trustees, and Key Employees$7,470--$7,470
Insurance-$1,153-$1,153
Information Technology$88$900$97$1,085
Office Expenses$470$409$14$893
Travel$611$34-$645
All Other Expenses-$343-$343
Fees for Services Accounting-$285-$285
Total Functional Expenses$62,349$3,569$129$66,047
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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 A, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

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

“The prepared form 990 is reviewed and approved by the members of the governing body before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 15A

“The independent membership of the governing body annually conducts a performance review of the executive director. The executive director's compensation is reviewed and compared to public information about compensation paid for comparable positions at similar organizations. The governing body approves compensation of the executive director with an official vote with the discussion and results recorded in the minutes of the meetings of the governing body.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

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
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Smathers Moore
Formed
2016
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
7

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, Part III, Line 2

“The organization took over management of the teamworks capital fund, a small portfolio of long-term loans to worker-owned cooperatives. These loans were previously managed by the nonprofit lender opportunity fund of northern california.”

Form 990, Part IX, Line 11G

“Program development: program service expenses 12,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,500. Interpreter: program service expenses 1,706. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,706. Cooperative consulting: program service expenses 5,828. Management and general expenses 18. Fundraising expenses 0. Total expenses 5,846.”

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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/ExplanationTxt0THE ORGANIZATION TOOK OVER MANAGEMENT OF THE TEAMWORKS CAPITAL FUND, A SMALL PORTFOLIO OF LONG-TERM LOANS TO WORKER-OWNED COOPERATIVES. THESE LOANS WERE PREVIOUSLY MANAGED BY THE NONPROFIT LENDER OPPORTUNITY FUND OF NORTHERN CALIFORNIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INDEPENDENT MEMBERSHIP OF THE GOVERNING BODY ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND COMPARED TO PUBLIC INFORMATION ABOUT COMPENSATION PAID FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE GOVERNING BODY APPROVES COMPENSATION OF THE EXECUTIVE DIRECTOR WITH AN OFFICIAL VOTE WITH THE DISCUSSION AND RESULTS RECORDED IN THE MINUTES OF THE MEETINGS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM DEVELOPMENT: PROGRAM SERVICE EXPENSES 12,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,500. INTERPRETER: PROGRAM SERVICE EXPENSES 1,706. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,706. COOPERATIVE CONSULTING: PROGRAM SERVICE EXPENSES 5,828. MANAGEMENT AND GENERAL EXPENSES 18. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,846.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04301
IRS990/TotalAssetsEOYAmt0153099
IRS990/TotalAssetsGrp/BOYAmt04301
IRS990/TotalAssetsGrp/EOYAmt0153099
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0183019
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0129
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03569
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt062349
IRS990/TotalFunctionalExpensesGrp/TotalAmt066047
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03398
IRS990/TotalLiabilitiesEOYAmt013185
IRS990/TotalLiabilitiesGrp/BOYAmt03398
IRS990/TotalLiabilitiesGrp/EOYAmt013185
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0903
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0139914
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt062349
IRS990/TotalProgramServiceRevenueAmt021834
IRS990/TotalReportableCompFromOrgAmt07470
IRS990/TotalRevenueGrp/ExclusionAmt0205
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021834
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0205058
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04301
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0153099
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt034
IRS990/TravelGrp/ProgramServicesAmt0611
IRS990/TravelGrp/TotalAmt0645
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0903
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0139914
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01159 SONORA CT NO 107
IRS990/USAddress/CityNm0SUNNYVALE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940865384
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.TEAMWORKSINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SMATHERS MOORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08778295500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMWORKS DEVELOPMENT INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0811057107
ReturnHeader/Filer/PhoneNum08778295500
ReturnHeader/Filer/USAddress/AddressLine1Txt01159 SONORA CT NO 107
ReturnHeader/Filer/USAddress/CityNm0SUNNYVALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940865384
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06BE22992A1FE3C9B6F79F8315EFC85A5D6DFCE95
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B169A553E6FC674180C4B0C62460B1C0CC916730
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.222.124.178
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:26:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE MAYER CPA
ReturnHeader/ReturnTs02018-11-09T11:42:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,099
Liabilities
$13,185
Net assets
$139,914
Revenue
$205,058
Expenses
$66,047
Net income
$139,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.27$1.24$0.80$0.83$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.39$1.26$0.23$0.25$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.13$1.40$2.05$0.66$1.39