Civic Intelligence

Agc Teamsters Joint Council 37 Training Trust

990 • Fiscal year 2016 • EIN 93-6095992

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

PO Box 4148Portland, OR 97208-4148

(503) 251-2305

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

26%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-0.4%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-6.7%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$246,525

Down $1,022 (-0.4%) from 2015

Net Assets

Down

$246,475

Down $1,072 (-0.4%) from 2015

Liabilities

$50

No earlier filing loaded for comparison.

Revenue

Down

$7,338

Down $529 (-6.7%) from 2015

Expenses

Down

$5,446

Down $3,211 (-37%) from 2015

Net Income

Up

$1,892

Up $2,682 (+339%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $226,794Liabilities 2010: $0Net Assets 2010: $226,7942010Assets 2011: $263,198Liabilities 2011: $0Net Assets 2011: $263,1982011Assets 2012: $262,347Liabilities 2012: $0Net Assets 2012: $262,3472012Assets 2013: $254,550Liabilities 2013: $0Net Assets 2013: $254,5502013Assets 2014: $252,608Liabilities 2014: $1,800Net Assets 2014: $250,8082014Assets 2015: $247,547Net Assets 2015: $247,5472015Assets 2016: $246,525Liabilities 2016: $50Net Assets 2016: $246,4752016Assets 2017: $231,881Net Assets 2017: $231,8812017Assets 2018: $231,059Net Assets 2018: $231,0592018Assets 2019: $233,059Net Assets 2019: $231,9082019Assets 2020: $223,784Net Assets 2020: $223,7842020Assets 2021: $207,917Net Assets 2021: $207,9172021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$246,525
Liabilities$50
Net Assets$246,475

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $24,4112010Expenses 2011: $8,8282011Expenses 2012: $9,1382012Revenue 2013: $5,793Expenses 2013: $11,515Net Income 2013: -$5,7222013Revenue 2014: $5,776Expenses 2014: $8,457Net Income 2014: -$2,6812014Revenue 2015: $7,867Expenses 2015: $8,657Net Income 2015: -$7902015Revenue 2016: $7,338Expenses 2016: $5,446Net Income 2016: $1,8922016Revenue 2017: $2,922Expenses 2017: $17,516Net Income 2017: -$14,5942017Revenue 2018: $5,530Expenses 2018: $6,352Net Income 2018: -$8222018Revenue 2019: $5,906Expenses 2019: $5,057Net Income 2019: $8492019Revenue 2020: $2,420Expenses 2020: $11,695Net Income 2020: -$9,2752020Revenue 2021: $46Expenses 2021: $15,913Net Income 2021: -$15,8672021Revenue 2022: $2,082Expenses 2022: $34,236Net Income 2022: -$32,1542022

Highlighted filing

2016

Revenue$7,338
Expenses$5,446
Net Income$1,892
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$238,460
Mission and Program Overview

Mission

The organization provides job training in the operation of heavy construction vehicles.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$232,521-
Investments in Publicly Traded Securities$231,122--
Cash and Non-Interest-Bearing Accounts$16,425$14,004▼ $2,421
Total Assets$247,547$246,525▼ $1,022
Liabilities
Accounts Payable and Accrued Expenses-$50-
Total Liabilities$0$50▲ $50
Net Assets / Fund Balance
Unrestricted Net Assets$247,547$246,475▼ $1,072
Total Net Assets Fund Balance$247,547$246,475▼ $1,072
Total Liabilities and Net Assets / Fund Balance$247,547$246,525▼ $1,022
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan RattyTrustee
Jim MckuneTrustee
Mike SalsgiverTrustee
Tony AndrewsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,815
Investment Income
$5,523
Other Revenue
$0
Change in Net Assets
$1,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,446
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 Legal---$1,950
Fees for Services Accounting---$1,800
Fees for Service Investment Mgmnt Fees---$1,161
Insurance---$535
Total Functional Expenses$0$0$0$5,446
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

For 990 is reviewed by a trustee prior to filing. It is made available for review by the entire board at the next scheduled board meeting.

Form 990, Page 6, Part VI, Line 19

Form 990 is provided upon written request.

Filing and Contact Details

Filer

Filer Name
Agc Teamsters Joint Council
EIN
93-6095992
Phone
5032512305
Address
PO BOX 4148, PORTLAND, OR 97208-4148

Signing Officer

Name
Tony Andrews
Title
Trustee
Phone
5032512305
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Andrews
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
David C Chvatal CPA Pc
Address
2427 SW VERMONT ST, PORTLAND, OR 97219-1939
Preparer
David C Chvatal CPA
Phone
5032446333
Raw XML Appendix228 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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ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/TaxYr02016

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Filings