Civic Intelligence

Teamsters Local 72 Welfare Fund

EIN 13-3137609 • 501(c)9 • Elmsford, NY

Profile

To provide health and welfare benefits to eligible union members and their dependents.

160 South Central AvenueElmsford, NY 10523

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.02x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

0.91x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-1439%

Higher net margin than 2% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

19th percentile

-30%

Faster asset growth than 19% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,469,399

Down $1,947,614 (-30%) from 2023

Liabilities

Down

$94,952

Down $453,362 (-83%) from 2023

Net Assets

Down

$4,374,447

Down $1,494,252 (-25%) from 2023

Revenue

Down

$104,242

Down $4,901,503 (-98%) from 2023

Expenses

Down

$1,604,160

Down $3,313,319 (-67%) from 2023

Net Income

Down

-$1,499,918

Down $1,588,184 (-1799%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,715,221Liabilities 2010: $452,197Net Assets 2010: $2,263,0242010Assets 2011: $3,483,941Liabilities 2011: $420,718Net Assets 2011: $3,063,2232011Assets 2012: $4,467,537Liabilities 2012: $472,995Net Assets 2012: $3,994,5422012Assets 2013: $4,163,319Liabilities 2013: $433,672Net Assets 2013: $3,729,6472013Assets 2014: $3,980,719Liabilities 2014: $588,833Net Assets 2014: $3,391,8862014Assets 2015: $3,335,271Liabilities 2015: $478,512Net Assets 2015: $2,856,7592015Assets 2016: $3,416,587Liabilities 2016: $533,211Net Assets 2016: $2,883,3762016Assets 2017: $3,236,717Liabilities 2017: $434,885Net Assets 2017: $2,801,8322017Assets 2018: $3,863,585Liabilities 2018: $431,100Net Assets 2018: $3,432,4852018Assets 2019: $4,144,721Liabilities 2019: $378,310Net Assets 2019: $3,766,4112019Assets 2020: $4,380,715Liabilities 2020: $318,740Net Assets 2020: $4,061,9752020Assets 2021: $5,361,569Liabilities 2021: $440,483Net Assets 2021: $4,921,0862021Assets 2022: $6,210,175Liabilities 2022: $470,129Net Assets 2022: $5,740,0462022Assets 2023: $6,417,013Liabilities 2023: $548,314Net Assets 2023: $5,868,6992023Assets 2024: $4,469,399Liabilities 2024: $94,952Net Assets 2024: $4,374,4472024

Highlighted filing

2024

Assets$4,469,399
Liabilities$94,952
Net Assets$4,374,447

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $5,317,036Expenses 2010: $5,253,128Net Income 2010: $63,9082010Revenue 2011: $5,236,549Expenses 2011: $4,435,585Net Income 2011: $800,9642011Revenue 2012: $5,509,573Expenses 2012: $4,581,304Net Income 2012: $928,2692012Revenue 2013: $4,875,781Expenses 2013: $4,902,531Net Income 2013: -$26,7502013Revenue 2014: $4,585,931Expenses 2014: $4,911,639Net Income 2014: -$325,7082014Revenue 2015: $4,421,582Expenses 2015: $4,958,033Net Income 2015: -$536,4512015Revenue 2016: $4,341,619Expenses 2016: $4,316,286Net Income 2016: $25,3332016Revenue 2017: $4,387,725Expenses 2017: $4,470,643Net Income 2017: -$82,9182017Revenue 2018: $5,282,357Expenses 2018: $4,650,993Net Income 2018: $631,3642018Revenue 2019: $5,393,638Expenses 2019: $5,136,448Net Income 2019: $257,1902019Revenue 2020: $5,609,243Expenses 2020: $5,326,931Net Income 2020: $282,3122020Revenue 2021: $5,175,762Expenses 2021: $4,300,237Net Income 2021: $875,5252021Revenue 2022: $5,305,859Expenses 2022: $4,442,033Net Income 2022: $863,8262022Revenue 2023: $5,005,745Expenses 2023: $4,917,479Net Income 2023: $88,2662023Revenue 2024: $104,242Expenses 2024: $1,604,160Net Income 2024: -$1,499,9182024

Highlighted filing

2024

Revenue$104,242
Expenses$1,604,160
Net Income-$1,499,918

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.09$4.37$0.10$1.60$1.50
2023Detailed filing. Detailed filing data is available for this year.$6.42$0.55$5.87$5.01$4.92$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.21$0.47$5.74$5.31$4.44$0.86
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.44$4.92$5.18$4.30$0.88
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.32$4.06$5.61$5.33$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.38$3.77$5.39$5.14$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.43$3.43$5.28$4.65$0.63
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.43$2.80$4.39$4.47$0.08
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.53$2.88$4.34$4.32$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.48$2.86$4.42$4.96$0.54
2014Summary only. Only limited summary data is available for this year.$3.98$0.59$3.39$4.59$4.91$0.33
2013Summary only. Only limited summary data is available for this year.$4.16$0.43$3.73$4.88$4.90$0.03
2012Summary only. Only limited summary data is available for this year.$4.47$0.47$3.99$5.51$4.58$0.93
2011Summary only. Only limited summary data is available for this year.$3.48$0.42$3.06$5.24$4.44$0.80
2010Summary only. Only limited summary data is available for this year.$2.72$0.45$2.26$5.32$5.25$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,952,242
Mission and Program Overview

Mission

Providing benefits to approximately 1,771 members and their dependents. Benefits include prescription drugs, dental, disability, life insurance,and accidental death & dismemberment

To provide health and welfare benefits to eligible union members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,868,699$4,374,447▼ $1,494,252
Cash and Non-Interest-Bearing Accounts$696,774$2,169,882▲ $1,473,108
Savings and Temporary Cash Investments$3,727,443$1,207,913▼ $2,519,530
Accounts Receivable$1,952,417$1,087,311▼ $865,106
Prepaid Expenses and Deferred Charges$2,310$0▼ $2,310
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,417,013$4,469,399▼ $1,947,614
Other Assets Total$38,069$4,293▼ $33,776
Liabilities
Other Liabilities$424,000$0▼ $424,000
Accounts Payable and Accrued Expenses$124,314$94,952▼ $29,362
Total Liabilities$548,314$94,952▼ $453,362
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,868,699$4,374,447▼ $1,494,252
Total Liabilities and Net Assets / Fund Balance$6,417,013$4,469,399▼ $1,947,614
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dominick Cassanelli JrUnion Trustee
Joseph SansoneUnion Trustee
Louis a PicaniUnion Trustee
Roger TarantoUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$102,727
Other Revenue
$1,515
Change in Net Assets
$-1,499,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$104,242
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,666
Total Revenue per Audited Statements
$109,908
Total Revenue per Form 990
$104,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,982
Salaries, Compensation, and Employee Benefits$13,053
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,418,125
Fees for Services Other---$118,586
Fees for Services Accounting---$20,004
Fees for Services Legal---$19,358
Insurance---$10,837
Other Salaries and Wages---$7,007
Other Employee Benefits---$5,454
Fees for Service Investment Mgmnt Fees---$3,000
Office Expenses---$1,197
Payroll Taxes---$592
Total Functional Expenses$0$0$0$1,604,160

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,028,160
Expenses per Audited Statements$1,604,160
Total Expenses per Form 990$1,604,160
Expenses Not Reported on Form 990$424,000
Expenses Not Reported on Financial Statements$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 sent to the trustees for review. Upon approval, a waiver is signed authorizing the electronic submission of the form.

Form 990, Part VI, Section B, Line 12C

Annually at the board of trustee meetings.

Form 990, Part VI, Section B, Line 15

Increases in compensation are approved by the board of trustees and are compared to industry standards.

Form 990, Part VI, Section C, Line 19

Governing documents, policies and financial statements are made available to the public upon request.

Form 990, Part VII - Compensation Explanation

Louis a. Picani is a union trustee to the organization and president of the international brotherhood of teamsters local union no. 456. His average hours per week devoted to related organizations is 39.50 hours and 0.50 hours to the organization. Dominick cassanelli jr. Is a union trustee to the organization and vice president of the international brotherhood of teamsters local union no. 456. His average hours per week devoted to related organizations is 39.50 hours and 0.50 hours to the organization. Joseph sansone is a union trustee to the organization and secretary/treasurer of the international brotherhood of teamsters local union no. 456. His average hours per week devoted to related organizations is 39.50 hours and 0.50 hours to the organization. Roger taranto is a union trustee to the organization and recording secretary of the international brotherhood of teamsters local union no. 456. His average hours per week devoted to related organizations is 39.50 hours and 0.50 hours to the organization.

Filing and Contact Details

Filer

Filer Name
Teamsters Local 72 Welfare Fund
EIN
13-3137609
Phone
9145929500
Address
160 SOUTH CENTRAL AVENUE, ELMSFORD, NY 10523

Signing Officer

Name
Louis a Picani
Title
Union Trustee
Phone
9145929330
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Louis a Picani
Formed
1982
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
7900 WESTPARK DR SUITE A220, MCLEAN, VA 22102
Preparer
Allison Parsons
Phone
7032814880
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Change in future benefit obligations 424,000.

Raw XML Appendix398 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/RevenueSubtotalAmt0104242
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN FUTURE BENEFIT OBLIGATIONS 424,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01604160
IRS990ScheduleD/TotalRevenuePerForm990Amt0104242
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0109908
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02028160
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0261258
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1203169
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2189305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3168641
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt089610
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt176763
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt269705
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt364807
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt02709
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt125034
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt225133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt325133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt055711
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt163618
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt243460
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt350617
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LOUIS A PICANI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOSEPH SANSONE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DOMINICK CASSANELLI JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ROGER TARANTO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0409288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1368584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2327603
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3309198
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE COMPARED TO INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOUIS A. PICANI IS A UNION TRUSTEE TO THE ORGANIZATION AND PRESIDENT OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO. 456. HIS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 39.50 HOURS AND 0.50 HOURS TO THE ORGANIZATION. DOMINICK CASSANELLI JR. IS A UNION TRUSTEE TO THE ORGANIZATION AND VICE PRESIDENT OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO. 456. HIS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 39.50 HOURS AND 0.50 HOURS TO THE ORGANIZATION. JOSEPH SANSONE IS A UNION TRUSTEE TO THE ORGANIZATION AND SECRETARY/TREASURER OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO. 456. HIS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 39.50 HOURS AND 0.50 HOURS TO THE ORGANIZATION. ROGER TARANTO IS A UNION TRUSTEE TO THE ORGANIZATION AND RECORDING SECRETARY OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO. 456. HIS AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS IS 39.50 HOURS AND 0.50 HOURS TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII - COMPENSATION EXPLANATION
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL BROTHERHOOD OF TEAMSTERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0131739753
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REPRESENTATION OF MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0160 SOUTH CENTRAL AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ELMSFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010523
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06417013
IRS990/TotalAssetsEOYAmt04469399
IRS990/TotalAssetsGrp/BOYAmt06417013
IRS990/TotalAssetsGrp/EOYAmt04469399
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01604160
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0548314
IRS990/TotalLiabilitiesEOYAmt094952
IRS990/TotalLiabilitiesGrp/BOYAmt0548314
IRS990/TotalLiabilitiesGrp/EOYAmt094952
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05868699
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04374447
IRS990/TotalOtherCompensationAmt0378894
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0102727
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01515
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0104242
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06417013
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04469399
IRS990/TotReportableCompRltdOrgAmt01035779
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0160 SOUTH CENTRAL AVENUE
IRS990/USAddress/CityNm0ELMSFORD
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010523
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS A PICANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0UNION TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09145929330
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL 72 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0133137609
ReturnHeader/Filer/PhoneNum09145929500
ReturnHeader/Filer/USAddress/AddressLine1Txt0160 SOUTH CENTRAL AVENUE
ReturnHeader/Filer/USAddress/CityNm0ELMSFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010523
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07900 WESTPARK DR SUITE A220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07032814880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON PARSONS
ReturnHeader/ReturnTs02025-11-15T12:36:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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