Form 990-ez, Part I, Line 8 - Other Revenue
“Description: miscellaneous revenue. Amount: 492.”
Teamworks Development Institute
990EZ • Fiscal year 2018 • EIN 81-1057107
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Balance Sheet
Assets
Flat$164,557
Flat from 2018
Net Assets
Flat$125,550
Flat from 2018
Liabilities
Flat$39,007
Flat from 2018
Revenue And Expenses
Revenue
Flat$22,690
Flat from 2018
Expenses
Flat$24,554
Flat from 2018
Net Income
Flat-$1,864
Flat from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- May 14, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $22,690
Mission and Program Overview
Mission
Provides technical assistance and training to cooperatives owned by low-income people.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION TOOK OVER MANAGEMENT OF THE TEAMWORKS CAPITAL FUND, A SMALL PORTFOLIO OF LONG-TERM LOANS TO WORKER-OWNED COOPERATIVES. | $0 | $9,134 |
| THE ORGANIZATION PROVIDED CUSTOMIZED CONSULTING, TRAINING, AND SERVICES TO THREE CO-OPS OWNED BY LOW-INCOME PEOPLE. | $0 | $6,879 |
| THE ORGANIZATION PROVIDED A ONE-DAY EDUCATIONAL WORKSHOP FOR CLEANING COOPERATIVES AND GROUPS PLANNING COOPERATIVES AS A PRE-CONFERENCE EVENT AT THE NATIONAL WORKER COOPERATIVE CONFERENCE IN LOS ANGELES (SEPTEMBER, 2018), AND FREE RESOURCES AVAILABLE TO GROUPS THROUGH ITS ONLINE "OPEN SOURCE PROJECT". | $0 | $2,365 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID SMATHERS MOORE | Executive Director | PT | $5,186 | - | $5,186 |
| JENNIFER MARTINEZ | President | - | $0 | - | - |
| INGRID HERNANDEZ | Secretary | - | $0 | - | - |
| IVETTE MELENDEZ | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Teamworks Development Institute
- EIN
- 81-1057107
- Phone
- 6502483415
- Address
- 1159 SONORA CT NO 107, SUNNYVALE, CA 94086-5384
Signing Officer
- Name
- David Smathers Moore
- Title
- Executive Director
- Phone
- 6502483415
- Signed
- 2019-05-14
- 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 16 - Other Expenses
“Description: bad debt expense. Amount: 9,134. Description: office expenses. Amount: 1,079. Description: travel. Amount: 62. Description: conferences, conventions, meetings. Amount: 1,099. Description: information technology. Amount: 1,427. Description: insurance. Amount: 1,251. Total to form 990-ez, line 16: 14,052.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: removal of pass through temp restricted assets. Amount: -12,500.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: accounts receivable. Beg. Of year amount: 12,661. End of year amount: 151.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable and accrued expenses. Beg. Of year amount: 13,185. End of year amount: 39,007.”
Raw XML Appendix167 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DAVID SMATHERS MOORE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6502483415 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1159 SONORA CT NO 107 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SUNNYVALE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 940865384 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 140438 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 164406 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10831 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1864 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5316 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 153099 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 164557 |
| IRS990EZ/GrossReceiptsAmt | 0 | 22690 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 139914 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 125550 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 139914 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 125550 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 5186 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID SMATHERS MOORE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JENNIFER MARTINEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | INGRID HERNANDEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | IVETTE MELENDEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 12661 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 151 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -12500 |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 14052 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 492 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDES TECHNICAL ASSISTANCE AND TRAINING TO COOPERATIVES OWNED BY LOW-INCOME PEOPLE. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 11367 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION TOOK OVER MANAGEMENT OF THE TEAMWORKS CAPITAL FUND, A SMALL PORTFOLIO OF LONG-TERM LOANS TO WORKER-OWNED COOPERATIVES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE ORGANIZATION PROVIDED CUSTOMIZED CONSULTING, TRAINING, AND SERVICES TO THREE CO-OPS OWNED BY LOW-INCOME PEOPLE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | THE ORGANIZATION PROVIDED A ONE-DAY EDUCATIONAL WORKSHOP FOR CLEANING COOPERATIVES AND GROUPS PLANNING COOPERATIVES AS A PRE-CONFERENCE EVENT AT THE NATIONAL WORKER COOPERATIVE CONFERENCE IN LOS ANGELES (SEPTEMBER, 2018), AND FREE RESOURCES AVAILABLE TO GROUPS THROUGH ITS ONLINE "OPEN SOURCE PROJECT". |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 9134 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 6879 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 2365 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 5186 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 13185 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 39007 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 24554 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 18378 |
| IRS990EZ/TotalRevenueAmt | 0 | 22690 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.TEAMWORKSINSTITUTE.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 10831 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 183019 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 50 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 193900 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1512 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1512 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 58346 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 492 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 492 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 186009 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 7891 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 10831 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 183019 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 50 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 193900 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 196109 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt | 0 | 205 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 205 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 492. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 9,134. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,079. DESCRIPTION: TRAVEL. AMOUNT: 62. DESCRIPTION: CONFERENCES, CONVENTIONS, MEETINGS. AMOUNT: 1,099. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 1,427. DESCRIPTION: INSURANCE. AMOUNT: 1,251. TOTAL TO FORM 990-EZ, LINE 16: 14,052. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: REMOVAL OF PASS THROUGH TEMP RESTRICTED ASSETS. AMOUNT: -12,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 12,661. END OF YEAR AMOUNT: 151. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 13,185. END OF YEAR AMOUNT: 39,007. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID SMATHERS MOORE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6502483415 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TEAMWORKS DEVELOPMENT INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TEAM |
| ReturnHeader/Filer/EIN | 0 | 811057107 |
| ReturnHeader/Filer/PhoneNum | 0 | 6502483415 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1159 SONORA CT NO 107 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SUNNYVALE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 940865384 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 280B83802B97FB5DC9278DE9588E6B4DA9B6F3E7 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | B169A553E6FC674180C4B0C62460B1C0CC916730 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.222.124.178 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-05-14 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:50:40 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390974031 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WEGNER CPAS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2921 LANDMARK PL STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MADISON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 537134236 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6082744020 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRUCE MAYER CPA |
| ReturnHeader/ReturnTs | 0 | 2019-05-15T13:02:25-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $164,557
- Liabilities
- $39,007
- Net assets
- $125,550
- Revenue
- $22,690
- Expenses
- $24,554
- Net income
- -$1,864