Civic Intelligence

Teamsters Local 986 Convention Trades Training Trust

990EZ • Fiscal year 2014 • EIN 95-7080617

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 19, 2014

Organization ProfileN/A
225 South Lake Avenue91101

(626) 463-6011

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Net Margin

91st percentile

31%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

9.3%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

5.7%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$185,472

Up $15,742 (+9.3%) from 2013

Net Assets

Up

$185,222

Up $16,688 (+9.9%) from 2013

Liabilities

Down

$250

Down $946 (-79%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin91st percentile

Revenue

Up

$53,680

Up $2,880 (+5.7%) from 2013

Expenses

Up

$36,992

Up $9,446 (+34%) from 2013

Net Income

Down

$16,688

Down $6,566 (-28%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$300K$200K$100K$0Assets 2010: $153,254Net Assets 2010: $153,2542010Assets 2011: $147,483Net Assets 2011: $147,4832011Assets 2012: $145,280Net Assets 2012: $145,2802012Assets 2013: $169,730Liabilities 2013: $1,196Net Assets 2013: $168,5342013Assets 2014: $185,472Liabilities 2014: $250Net Assets 2014: $185,2222014Assets 2015: $220,875Liabilities 2015: $260Net Assets 2015: $220,6152015Assets 2016: $223,109Liabilities 2016: $260Net Assets 2016: $222,8492016Assets 2017: $211,389Liabilities 2017: $610Net Assets 2017: $210,7792017Assets 2018: $195,809Liabilities 2018: $610Net Assets 2018: $195,1992018Assets 2019: $204,692Liabilities 2019: $1,737Net Assets 2019: $202,9552019Assets 2020: $187,397Liabilities 2020: $6,319Net Assets 2020: $181,0782020Assets 2021: $168,279Liabilities 2021: $675Net Assets 2021: $167,6042021Assets 2022: $160,350Liabilities 2022: $685Net Assets 2022: $159,6652022Assets 2023: $145,414Liabilities 2023: $382Net Assets 2023: $145,0322023Assets 2024: $122,606Liabilities 2024: $320Net Assets 2024: $122,2862024Assets 2025: $122,101Liabilities 2025: $643Net Assets 2025: $121,4582025

Highlighted filing

2014

Assets$185,472
Liabilities$250
Net Assets$185,222
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2010: $49,829Expenses 2010: $41,676Net Income 2010: $8,1532010Revenue 2011: $54,873Expenses 2011: $60,644Net Income 2011: -$5,7712011Revenue 2012: $52,333Expenses 2012: $54,536Net Income 2012: -$2,2032012Revenue 2013: $50,800Expenses 2013: $27,546Net Income 2013: $23,2542013Revenue 2014: $53,680Expenses 2014: $36,992Net Income 2014: $16,6882014Revenue 2015: $54,112Expenses 2015: $18,719Net Income 2015: $35,3932015Revenue 2016: $19,799Expenses 2016: $17,565Net Income 2016: $2,2342016Revenue 2017: $25,495Expenses 2017: $37,565Net Income 2017: -$12,0702017Revenue 2018: $25,885Expenses 2018: $41,465Net Income 2018: -$15,5802018Revenue 2019: $22,589Expenses 2019: $14,833Net Income 2019: $7,7562019Revenue 2020: $23,679Expenses 2020: $45,556Net Income 2020: -$21,8772020Revenue 2021: $1,206Expenses 2021: $14,680Net Income 2021: -$13,4742021Revenue 2022: $9,811Expenses 2022: $17,750Net Income 2022: -$7,9392022Revenue 2023: $16,740Expenses 2023: $31,373Net Income 2023: -$14,6332023Revenue 2024: $19,453Expenses 2024: $42,199Net Income 2024: -$22,7462024Revenue 2025: $18,144Expenses 2025: $18,972Net Income 2025: -$8282025

Highlighted filing

2014

Revenue$53,680
Expenses$36,992
Net Income$16,688
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 19, 2014
Return Version
2013v3.1
Gross Receipts
$53,680
Mission and Program Overview

Mission

The organization was incorporated to provide training in various aspects of the trade for the benefit of local union members and to ensure that local standards on the quality of work conformed with national codes for the industry.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDED TRAINING IN VARIOUS ASPECTS OF THE TRADE FOR THE BENEFIT OF LOCAL UNION MEMBERS AND TO ENSURE THAT LOCAL STANDARDS ON THE QUALITY OF WORK CONFORMED WITH NATIONAL CODES FOR THE INDUSTRY.--
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUSTIN BLAINETrustee-$0--
JERE VANDEWALLETrustee-$0--
MARK VICTORINOTrustee-$0--
JAY WARDSecretary-$0--
GENE BREWERTrustee-$0--
BILL PIERCYTrustee-$0--
WES TRENTChairman-$0--
ANDY PERRYChairman-$0--
JOSEPH E KERRTrustee-$0--
Filing and Contact Details

Filer

EIN
95-7080617
Phone
6264636011

Signing Officer

Name
Wes Trent
Title
Chairman
Signed
2014-12-19
Discuss with paid preparer
Yes

Preparer

Preparer
Parbhu Jogia CPA
Phone
5624025222
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $9708”

Other Expenses.1

“Time loss reimbursement $15800”

Other Expenses.2

“Fiduciary & fidelity bond ins $3997”

Other Expenses.3

“Administrative fees $3000”

Other Expenses.5

“Franchise tax board filing fee $10”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1743 Prepaid Expenses and Deferred Charges - Ending $93”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1196 Accounts Payable and Accrued Expenses - Ending $250”

Part IV Compensation of officers, directors, trustees, etc.

“To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.”

Raw XML Appendix140 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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IRS990EZ/BooksInCareOfDetail/USAddress/City0PASADENA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0911013000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DUSTIN BLAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERE VANDEWALLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARK VICTORINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GENE BREWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL PIERCY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANDY PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOSEPH E KERR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt093
IRS990EZ/OtherExpensesTotalAmt032515
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WAS INCORPORATED TO PROVIDE TRAINING IN VARIOUS ASPECTS OF THE TRADE FOR THE BENEFIT OF LOCAL UNION MEMBERS AND TO ENSURE THAT LOCAL STANDARDS ON THE QUALITY OF WORK CONFORMED WITH NATIONAL CODES FOR THE INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt0157
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0250
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036992
IRS990EZ/TotalRevenueAmt053680
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $9708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TIME LOSS REIMBURSEMENT $15800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FIDUCIARY & FIDELITY BOND INS $3997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE FEES $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FRANCHISE TAX BOARD FILING FEE $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prepaid Expenses and Deferred Charges - Beginning $1743 Prepaid Expenses and Deferred Charges - Ending $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Payable and Accrued Expenses - Beginning $1196 Accounts Payable and Accrued Expenses - Ending $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part IV Compensation of officers, directors, trustees, etc.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10TEAMSTERS LOCAL 986 CONVENTION TRADES
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ReturnHeader/Filer/EIN0957080617
ReturnHeader/Filer/PhoneNum06264636011
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ReturnHeader/PreparerPersonGrp/PhoneNum05624025222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Parbhu Jogia CPA
ReturnHeader/ReturnTs02014-12-19T11:38:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,472
Liabilities
$250
Net assets
$185,222
Revenue
$53,680
Expenses
$36,992
Net income
$16,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.21$0.18$0.19$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.22$0.19$0.42$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.17$0.31$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.60$0.10$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.68$0.01$0.15$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.06$1.81$0.24$0.46$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.02$2.03$0.23$0.15$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$0.26$0.41$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.11$0.01$2.11$0.25$0.38$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.20$0.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.54$0.19$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.54$0.37$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.01$1.69$0.51$0.28$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.45$0.52$0.55$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$1.47$0.55$0.61$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$1.53$0.50$0.42$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)5 • <$500k nonprofits