Civic Intelligence

Teamsters Local 2785 Convention Trades Training Trust

990EZ • Fiscal year 2019 • EIN 94-3365766

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 08, 2020

1000 Marina Blvd No 400Brisbane, CA 94005-1841

(650) 570-7300

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

Up

$161,633

Up $43,883 (+37%) from 2011

Net Assets

$161,633

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$57,427

Up $17,687 (+45%) from 2011

Expenses

Up

$38,042

Up $6,690 (+21%) from 2011

Net Income

Up

$19,385

Up $10,997 (+131%) from 2011

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $117,750Liabilities 2011: $02011Assets 2019: $161,633Liabilities 2019: $0Net Assets 2019: $161,6332019Assets 2020: $160,322Liabilities 2020: $0Net Assets 2020: $160,3222020

Highlighted filing

2019

Assets$161,633
Liabilities$0
Net Assets$161,633

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $39,740Expenses 2011: $31,352Net Income 2011: $8,3882011Revenue 2019: $57,427Expenses 2019: $38,042Net Income 2019: $19,3852019Revenue 2020: $43,545Expenses 2020: $44,856Net Income 2020: -$1,3112020

Highlighted filing

2019

Revenue$57,427
Expenses$38,042
Net Income$19,385
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 8, 2020
Return Version
2018v3.1
Gross Receipts
$57,427
Mission and Program Overview

Mission

To provide a program of education and training for employees, covered by the collective bargaining agreements, in the skills and requirements for work performed in connection with the convention teamster's trade.

Program Services

DescriptionGrantsExpenses
PROVIDED A PROGRAM OF EDUCATION AND TRAINING FOR EMPLOYEES, COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS, IN THE SKILLS AND REQUIREMENTS FOR WORK PERFORMED IN CONNECTION WITH THE CONVENTION TEAMSTER'S TRADE.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM ROSSITrustee-$0--
LYNNE CURTIN GILESTrustee-$0--
DANIEL MCMANUSTrustee - Past-$0--
RAY VALENTINOTrustee-$0--
BILL KUEHNLETrustee-$0--
JACK BOOKTERTrustee-$0--
WILLIAM CROMARTIETrustee-$0--
JOSEPH CILIATrustee-$0--
EDDIE VENANCIOTrustee-$0--
JERRY CORDOVATrustee - Past-$0--
Filing and Contact Details

Filer

Filer Name
Teamsters Local 2785 Convention Trades
EIN
94-3365766
Phone
6505707300
Address
1000 MARINA BLVD NO 400, BRISBANE, CA 94005-1841

Signing Officer

Name
William Rossi
Title
Trustee
Phone
6505707300
Signed
2020-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 25.

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

Description: other income. Amount: 25.

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

Description: insurance expense. Amount: 7,351.

Raw XML Appendix157 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NORTHWEST ADMINISTRATORS
IRS990EZ/BooksInCareOfDetail/PhoneNum06055707300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 MARINA BLVD SUITE 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRISBANE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0940051841
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142248
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161633
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt019385
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt017300
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161633
IRS990EZ/GrossReceiptsAmt057427
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0161633
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0161633
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM ROSSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNNE CURTIN GILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL MCMANUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RAY VALENTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BILL KUEHNLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACK BOOKTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM CROMARTIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSEPH CILIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EDDIE VENANCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JERRY CORDOVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE - PAST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE - PAST
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07351
IRS990EZ/OtherRevenueTotalAmt025
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A PROGRAM OF EDUCATION AND TRAINING FOR EMPLOYEES, COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS, IN THE SKILLS AND REQUIREMENTS FOR WORK PERFORMED IN CONNECTION WITH THE CONVENTION TEAMSTER'S TRADE.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt057377
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED A PROGRAM OF EDUCATION AND TRAINING FOR EMPLOYEES, COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS, IN THE SKILLS AND REQUIREMENTS FOR WORK PERFORMED IN CONNECTION WITH THE CONVENTION TEAMSTER'S TRADE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt038042
IRS990EZ/TotalRevenueAmt057427
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 7,351.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM ROSSI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06505707300
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL 2785 CONVENTION TRADES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0943365766
ReturnHeader/Filer/PhoneNum06505707300
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 MARINA BLVD NO 400
ReturnHeader/Filer/USAddress/CityNm0BRISBANE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940051841
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04F37D3C1421A0AE7BE0B2B5F3CBA9352C098C172
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D85FB602DC4FA66F28A631CB81EF53DF59ECABFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02020-04-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:19:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASMINE S BAKER
ReturnHeader/ReturnTs02020-04-08T16:20:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • <$500k nonprofits