Civic Intelligence

Teamsters Local 97 Holding Co

990 • Fiscal year 2013 • EIN 90-0335410

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileN/A
485 Chestnut StreetClark, NJ 07083

(908) 810-0600

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2013 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

97th percentile

114%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

90th percentile

$215,552

Higher top officer pay than 90% of similar nonprofits.

2013 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2013

Asset Growth

11th percentile

-6.9%

Faster asset growth than 11% of similar nonprofits.

2013 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$543,081

Down $40,479 (-6.9%) from 2012

Net Assets

Down

$540,441

Down $40,479 (-7.0%) from 2012

Liabilities

Flat

$2,640

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

-$44,308

No earlier filing loaded for comparison.

Expenses

Up

$6,171

Up $5,851 (+1828%) from 2012

Net Income

-$50,479

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$800K$600K$400K$200K$0Assets 2010: $617,620Liabilities 2010: $2,640Net Assets 2010: $614,9802010Assets 2011: $596,653Liabilities 2011: $2,640Net Assets 2011: $594,0132011Assets 2012: $583,560Liabilities 2012: $2,640Net Assets 2012: $580,9202012Assets 2013: $543,081Liabilities 2013: $2,640Net Assets 2013: $540,4412013Assets 2014: $521,959Liabilities 2014: $2,640Net Assets 2014: $519,3192014Assets 2015: $507,968Liabilities 2015: $0Net Assets 2015: $507,9682015Assets 2016: $489,023Liabilities 2016: $0Net Assets 2016: $489,0232016Assets 2017: $449,680Liabilities 2017: $0Net Assets 2017: $449,6802017Assets 2018: $421,838Liabilities 2018: $0Net Assets 2018: $421,8382018Assets 2019: $421,481Liabilities 2019: $0Net Assets 2019: $421,4812019

Highlighted filing

2013

Assets$543,081
Liabilities$2,640
Net Assets$540,441
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $132,6912010Expenses 2011: $4,9932011Expenses 2012: $3202012Revenue 2013: -$44,308Expenses 2013: $6,171Net Income 2013: -$50,4792013Revenue 2014: -$32,455Expenses 2014: $3,667Net Income 2014: -$36,1222014Revenue 2015: -$27,360Expenses 2015: $3,991Net Income 2015: -$31,3512015Revenue 2016: $85,908Expenses 2016: $114,853Net Income 2016: -$28,9452016Revenue 2017: $14,398Expenses 2017: $103,741Net Income 2017: -$89,3432017Revenue 2018: -$4,538Expenses 2018: $53,304Net Income 2018: -$57,8422018Revenue 2019: $491Expenses 2019: $848Net Income 2019: -$3572019

Highlighted filing

2013

Revenue-$44,308
Expenses$6,171
Net Income-$50,479
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$85,662
Mission and Program Overview

Mission

Hold title to real estate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$558,175$534,609▼ $23,566
Cash and Non-Interest-Bearing Accounts$25,385$8,472▼ $16,913
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$583,560$543,081▼ $40,479
Other Assets Total-$0-
Liabilities
Other Liabilities$2,640$2,640→ $0
Total Liabilities$2,640$2,640→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$580,920$540,441▼ $40,479
Total Net Assets Fund Balance$580,920$540,441▼ $40,479
Total Liabilities and Net Assets / Fund Balance$583,560$543,081▼ $40,479

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$265,008$276,430$541,438
Leasehold Improvements$129,601$132,626$262,227
Land$140,000-$140,000
Other Land Buildings-$34,106$34,106
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Amy LewisRecording Sec'yPT$147,082$147,082
George BurrTrustee-$143,316$143,316
Carl WatsonTrustee-$141,501$141,501
Keven TherienTrustee-$4,879$4,879

Board Members and Trustees

NameTitle
John J GerowPresident
Patrick GuaschinoVice President
Maria PerezSecretary-Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-44,308
Change in Net Assets
$-50,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$-44,308
Total Revenue per Audited Statements
$-44,308
Total Revenue per Form 990
$-44,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,171
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting---$5,460
Insurance---$210
Fees for Services Legal---$198
Other Expenses---$25
Total Functional Expenses$0$0$0$6,171

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,171
Total Expenses per Audited Statements$6,171
Total Expenses per Form 990$6,171
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Local 97$2,640
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
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, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“No other committees exist with the authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by several officers prior to the filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The holding company makes it's governing documents and financial statements available upon request at the offices of the holding co. Arrangements must be made during normal business hours. Copies are not allowed.”

Filing and Contact Details

Filer

EIN
90-0335410
Phone
9088100600

Signing Officer

Name
John J Gerow
Title
President
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John J Gerow
Formed
1967
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Preparer
Douglas D Murray
Phone
9737432578
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Transfer From Teamsters Local 97 = $10000”

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the united states require management to evaluate uncertain tax positions taken. The financial statement effects of a tax position are recognized when the position is more likely than not based on the technical merits, to be sustained upon examination by the irs. Management has analyzed the tax positions taken by the holding corp and has concluded that as of december 31,2013, there are no uncertain positions taken or expected to be taken.”

Raw XML AppendixShowing 400 of 430 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE LIKELY THAN NOT BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE HOLDING CORP AND HAS CONCLUDED THAT AS OF DECEMBER 31,2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt291568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt045523
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt143742
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt236643
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt06069
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt14879
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt21662
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0John J Gerow
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Maria Perez
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Patrick Guaschino
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Secretary-Treas
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Vice President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0215552
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1195220
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2162693
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO OTHER COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY SEVERAL OFFICERS PRIOR TO THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HOLDING COMPANY MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE OFFICES OF THE HOLDING CO. ARRANGEMENTS MUST BE MADE DURING NORMAL BUSINESS HOURS. COPIES ARE NOT ALLOWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Transfer From Teamsters Local 97 = $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11Local 97 Benefits Fund
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222004832
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C) (9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Local Union Activities
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Provide Welfare Benefits
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10485 Chestnut Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11485 Chestnut Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Union
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1Union
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode007083
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode107083
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06171
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02640
IRS990/TotalLiabilitiesEOYAmt02640
IRS990/TotalLiabilitiesGrp/BOYAmt02640
IRS990/TotalLiabilitiesGrp/EOYAmt02640
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0580920
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0540441
IRS990/TotalOtherCompensationAmt0381237
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-44308
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-44308
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0543081
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IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0580920
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IRS990/USAddress/AddressLine10210 5th Ave
IRS990/USAddress/City0Belmar
IRS990/USAddress/State0NJ

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$543,081
Liabilities
$2,640
Net assets
$540,441
Revenue
-$44,308
Expenses
$6,171
Net income
-$50,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.00$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.05$0.53$0.58
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.14$1.04$0.89
2016Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.86$1.15$0.29
2015Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.27$0.04$0.31
2014Detailed filing. Detailed filing data is available for this year.$5.22$0.03$5.19$0.32$0.04$0.36
2013Detailed filing. Detailed filing data is available for this year.$5.43$0.03$5.40$0.44$0.06$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.03$5.81$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.97$0.03$5.94$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.03$6.15$1.33