Civic Intelligence

Tri State Joint Fund

990 • Fiscal year 2017 • EIN 06-0850110

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

Organization ProfileN/A

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25 Research DriveMilford, CT 06460

(203) 876-3120

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Balance Sheet

Assets

Up

$18,771,399

Up $339,255 (+1.8%) from 2016

Net Assets

Up

$14,268,362

Up $1,100,795 (+8.4%) from 2016

Liabilities

Down

$4,503,037

Down $761,540 (-14%) from 2016

Revenue And Expenses

Revenue

Up

$95,638,764

Up $2,988,251 (+3.2%) from 2016

Expenses

Up

$95,187,279

Up $2,930,580 (+3.2%) from 2016

Net Income

Up

$451,485

Up $57,671 (+15%) from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $16,206,546Liabilities 2011: $3,595,688Net Assets 2011: $12,610,8582011Assets 2012: $14,997,874Liabilities 2012: $2,943,996Net Assets 2012: $12,053,8782012Assets 2013: $15,369,983Liabilities 2013: $3,064,550Net Assets 2013: $12,305,4332013Assets 2014: $20,121,384Liabilities 2014: $6,421,808Net Assets 2014: $13,699,5762014Assets 2015: $17,711,543Liabilities 2015: $4,687,809Net Assets 2015: $13,023,7342015Assets 2016: $18,432,144Liabilities 2016: $5,264,577Net Assets 2016: $13,167,5672016Assets 2017: $18,771,399Liabilities 2017: $4,503,037Net Assets 2017: $14,268,3622017Assets 2018: $22,626,447Liabilities 2018: $7,210,459Net Assets 2018: $15,415,9882018Assets 2019: $25,624,574Liabilities 2019: $8,727,852Net Assets 2019: $16,896,7222019Assets 2020: $27,508,191Liabilities 2020: $9,328,506Net Assets 2020: $18,179,6852020Assets 2021: $32,141,360Liabilities 2021: $9,820,746Net Assets 2021: $22,320,6142021Assets 2022: $32,402,096Liabilities 2022: $12,283,855Net Assets 2022: $20,118,2412022Assets 2023: $32,248,972Liabilities 2023: $11,145,732Net Assets 2023: $21,103,2402023Assets 2024: $37,915,677Liabilities 2024: $16,872,525Net Assets 2024: $21,043,1522024

Highlighted filing

2017

Assets$18,771,399
Liabilities$4,503,037
Net Assets$14,268,362
Open 2017 Filing

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2011: $78,091,8532011Expenses 2012: $79,387,2302012Revenue 2013: $80,244,220Expenses 2013: $80,390,497Net Income 2013: -$146,2772013Revenue 2014: $82,257,760Expenses 2014: $81,652,819Net Income 2014: $604,9412014Revenue 2015: $86,438,232Expenses 2015: $86,111,011Net Income 2015: $327,2212015Revenue 2016: $92,650,513Expenses 2016: $92,256,699Net Income 2016: $393,8142016Revenue 2017: $95,638,764Expenses 2017: $95,187,279Net Income 2017: $451,4852017Revenue 2018: $94,624,257Expenses 2018: $93,225,063Net Income 2018: $1,399,1942018Revenue 2019: $105,951,135Expenses 2019: $104,646,451Net Income 2019: $1,304,6842019Revenue 2020: $101,677,392Expenses 2020: $100,625,539Net Income 2020: $1,051,8532020Revenue 2021: $116,738,191Expenses 2021: $111,095,592Net Income 2021: $5,642,5992021Revenue 2022: $121,802,398Expenses 2022: $121,692,929Net Income 2022: $109,4692022Revenue 2023: $124,254,227Expenses 2023: $125,327,371Net Income 2023: -$1,073,1442023Revenue 2024: $142,988,717Expenses 2024: $144,382,628Net Income 2024: -$1,393,9112024

Highlighted filing

2017

Revenue$95,638,764
Expenses$95,187,279
Net Income$451,485
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$98,519,525
Mission and Program Overview

Mission

Provide self-insured health and welfare benefits to members covered under collective bargaining agreements negotiated by teamster locals.

Self-insured health benefit plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,167,567$14,268,362▲ $1,100,795
Investments in Publicly Traded Securities$10,011,505$11,592,656▲ $1,581,151
Savings and Temporary Cash Investments$5,353,362$3,358,389▼ $1,994,973
Land, Buildings, and Equipment, Net$445,628$433,150▼ $12,478
Prepaid Expenses and Deferred Charges$84,251$82,648▼ $1,603
Cash and Non-Interest-Bearing Accounts$60,702$73,284▲ $12,582
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,432,144$18,771,399▲ $339,255
Other Assets Total$2,476,696$3,231,272▲ $754,576
Liabilities
Other Liabilities$4,278,125$3,469,652▼ $808,473
Accounts Payable and Accrued Expenses$986,452$1,033,385▲ $46,933
Total Liabilities$5,264,577$4,503,037▼ $761,540
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,167,567$14,268,362▲ $1,100,795
Total Liabilities and Net Assets / Fund Balance$18,432,144$18,771,399▲ $339,255

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$240,883$3,486,409$3,727,292
Other Land Buildings$22,505$891,757$914,262
Land$152,788-$152,788
Equipment$16,974$26,928$43,902
Other Assets Org$696,463--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon AgnelloExecutive DirectorFT$123,942$46,113$170,055
Patricia Sandillo(former) Executive DirectoPT$35,700-$35,700

Board Members and Trustees

NameTitle
Dennis McguireEmployer Co-chairman & Tru
Anthony CappellaEmployer Trustee
Craig TimpsonEmployer Trustee
Donald ShubertEmployer Trustee
Forest HarveyEmployer Trustee
Helga SchmidtEmployer Trustee
James StackEmployer Trustee
John HendelEmployer Trustee
Nicholas ReutEmployer Trustee
Paul AyoubEmployer Trustee
Paul NovakEmployer Trustee
Robert Sullivan JrEmployer Trustee
Timothy CaseyEmployer Trustee
Bevan SweetUnion Trustee
Christopher RoosUnion Trustee
Ed RooneyUnion Trustee
Frank RossiUnion Trustee
Glenn BarksdaleUnion Trustee
John LupacchinoUnion Trustee
Michael RinaldiUnion Trustee
Pedro DeparaUnion Trustee
Robert FlynnUnion Trustee
Salvatore AbateUnion Trustee
Thomas BayusikUnion Trustee
Thomas SchlinkUnion Trustee
Victor SantiagoUnion Trustee
John CapobiancoUnion Co-chariman & Truste

Highest Paid Contractors

ContractorServicesLocationCompensation
Robert M Cheverie & AssocLegal333 EAST RIVER DRIVE, East Hartford, CT 06108$319,770
The Segal CompanyActuarialCHURCH STREET STATION P O BOX 4059, New York, NY 10261-4059$275,065
Sm Esposito & Company PCAccounting/auditing3013 DIXWELL AVE, Hamden, CT 06763$203,560
EmdeonabfPrinting/mailing3183 RIDER TRAIL SOUTH, Earth City, MO 63045$132,827
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$95,151,543
Investment Income
$486,653
Other Revenue
$568
Change in Net Assets
$451,485

Audited Revenue Reconciliation

Revenue per Audited Statements
$95,638,555
Revenue Not Reported on Financial Statements
$209
Revenue Not Reported on Form 990
$649,310
Other Revenue Adjustments
$209
Total Revenue per Audited Statements
$96,287,865
Total Revenue per Form 990
$95,638,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,738,871
Salaries, Compensation, and Employee Benefits$1,205,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$92,242,681
Other Salaries and Wages---$517,033
Fees for Services Legal---$319,770
Fees for Services Other---$316,420
Pension Plan Contributions---$265,037
Office Expenses---$253,063
Other Employee Benefits---$240,546
Fees for Services Accounting---$203,560
Information Technology---$175,601
Current Officers, Directors, Trustees, and Key Employees---$116,929
Occupancy---$114,009
Payroll Taxes---$66,182
Fees for Service Investment Mgmnt Fees---$59,834
Conferences and Meetings---$55,367
Insurance---$51,614
Depreciation Depletion---$30,551
Travel---$18,428
Other Expenses---$7,827
Total Functional Expenses$0$0$0$95,187,279

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$95,187,279
Expenses per Audited Statements$95,156,599
Total Expenses per Audited Statements$95,156,599
Expenses Not Reported on Financial Statements$30,680
Other Expense Adjustments$30,680
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Anthem$2,205,600
Due to Affiliates$1,226,952
Claims Incurred But Not Received$37,100
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
Yes
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, Section B, Line 11B

“Form 990 is reviewed in person with the co-chairmen and the executive director prior to filing of the return.”

Form 990, Part VI, Section B, Line 15B

“The co-chairmen review and adjust the compensation of the executive director on an annual basis.”

Form 990, Part VI, Section C, Line 19

“Tri-state joint fund does not make available to the general public any of its governing documents, conflict of interest policy or financial statements.”

Filing and Contact Details

Filer

Filer Name
Tri-state Joint Fund
EIN
06-0850110
Phone
2038763120
Address
25 RESEARCH DRIVE, MILFORD, CT 06460

Signing Officer

Name
John Capobianco
Title
Union Co-chairman
Phone
2038763103
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Capobianco
Formed
1968
Legal Domicile
Ct
Voting Board Members
27
Independent Board Members
27
Employees
13
Volunteers
0

Preparer

Firm
Sm Esposito & Co Pc
Address
3013 DIXWELL AVENUE, HAMDEN, CT 06518
Preparer
Dana Harvey CPA
Phone
2033877771
Supplemental Narrative

Additional Explanations

Form 990, Part X11, Line 2C

“Oversight responsibility there has been no change in the oversight responsibility. The trustee's assume responbilbility for the audit process including selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and to recognize a tax liability for any uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress. The plan files its form 990 in the u.s. Federal jurisdiction. The plan believes that the income tax returns for years ended june 30, 2013 and prior are closed years and therefore, are not subject to the audit process.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Prior period adjustment 209.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligation 26,000. Prior period adjustment 4,680.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2746113
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
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IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS BAYUSIK
IRS990/Form990PartVIISectionAGrp/PersonNm2SALVATORE ABATE
IRS990/Form990PartVIISectionAGrp/PersonNm3TIMOTHY CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONY CAPPELLA
IRS990/Form990PartVIISectionAGrp/PersonNm5FOREST HARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm6ED ROONEY
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANK ROSSI
IRS990/Form990PartVIISectionAGrp/PersonNm9VICTOR SANTIAGO
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT SULLIVAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS SCHLINK
IRS990/Form990PartVIISectionAGrp/PersonNm12BEVAN SWEET
IRS990/Form990PartVIISectionAGrp/PersonNm13NICHOLAS REUT
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN HENDEL
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN LUPACCHINO
IRS990/Form990PartVIISectionAGrp/PersonNm16PEDRO DEPARA
IRS990/Form990PartVIISectionAGrp/PersonNm17CRAIG TIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm18DONALD SHUBERT
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN CAPOBIANCO
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHAEL RINALDI
IRS990/Form990PartVIISectionAGrp/PersonNm21HELGA SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm22PAUL AYOUB
IRS990/Form990PartVIISectionAGrp/PersonNm23CHRISTOPHER ROOS
IRS990/Form990PartVIISectionAGrp/PersonNm24GLENN BARKSDALE
IRS990/Form990PartVIISectionAGrp/PersonNm25PAUL NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm26JAMES STACK
IRS990/Form990PartVIISectionAGrp/PersonNm27SHARON AGNELLO
IRS990/Form990PartVIISectionAGrp/PersonNm28PATRICIA SANDILLO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27123942
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2835700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER CO-CHAIRMAN & TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19UNION CO-CHARIMAN & TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt20UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28(FORMER) EXECUTIVE DIRECTO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0282260
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03163021
IRS990/GrossReceiptsAmt098519525
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/TotalAmt051614
IRS990/InvestmentIncomeGrp/ExclusionAmt0204393
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0204393
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SELF-INSURED HEALTH AND WELFARE BENEFITS TO MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS NEGOTIATED BY TEAMSTER LOCALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013167567
IRS990/NetAssetsOrFundBalancesEOYAmt014268362
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0282260
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0282260
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0649310
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0114009
IRS990/OfficeExpensesGrp/TotalAmt0253063
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02476696
IRS990/OtherAssetsTotalGrp/EOYAmt03231272
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0240546
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1MEDICAL EQUIPMENT
IRS990/OtherExpensesGrp/TotalAmt0132827
IRS990/OtherExpensesGrp/TotalAmt17827
IRS990/OtherLiabilitiesGrp/BOYAmt04278125
IRS990/OtherLiabilitiesGrp/EOYAmt03469652
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0568
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0568

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,771,399
Liabilities
$4,503,037
Net assets
$14,268,362
Revenue
$95,638,764
Expenses
$95,187,279
Net income
$451,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.9$16.9$21.0$143$144$1.39
2023Detailed filing. Detailed filing data is available for this year.$32.2$11.1$21.1$124$125$1.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.4$12.3$20.1$122$122$0.11
2021Detailed filing. Detailed filing data is available for this year.$32.1$9.82$22.3$117$111$5.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$9.33$18.2$102$101$1.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$8.73$16.9$106$105$1.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$7.21$15.4$94.6$93.2$1.40
2017Detailed filing. Detailed filing data is available for this year.$18.8$4.50$14.3$95.6$95.2$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$5.26$13.2$92.7$92.3$0.39
2015Detailed filing. Detailed filing data is available for this year.$17.7$4.69$13.0$86.4$86.1$0.33
2014Detailed filing. Detailed filing data is available for this year.$20.1$6.42$13.7$82.3$81.7$0.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$3.06$12.3$80.2$80.4$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$2.94$12.1$79.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$3.60$12.6$78.1