Civic Intelligence

Teamsters Local 72 Welfare Fund

990 • Fiscal year 2016 • EIN 13-3137609

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

265 West 14th StreetNew York, NY 10011

(212) 691-4228

Siviq Scores

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

Liabilities / Assets

74th percentile

0.16x

Higher debt load relative to assets than 74% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.12x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

48th percentile

0.6%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$57,700

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

2.4%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-1.8%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,416,587

Up $81,316 (+2.4%) from 2015

Net Assets

Up

$2,883,376

Up $26,617 (+0.9%) from 2015

Liabilities

Up

$533,211

Up $54,699 (+11%) from 2015

Revenue

Down

$4,341,619

Down $79,963 (-1.8%) from 2015

Expenses

Down

$4,316,286

Down $641,747 (-13%) from 2015

Net Income

Up

$25,333

Up $561,784 (+105%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$3,416,587
Liabilities$533,211
Net Assets$2,883,376

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$4,341,619
Expenses$4,316,286
Net Income$25,333
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$4,341,619
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,856,759$2,883,376▲ $26,617
Investments in Publicly Traded Securities$1,636,761$1,640,645▲ $3,884
Savings and Temporary Cash Investments$1,188,454$1,336,365▲ $147,911
Cash and Non-Interest-Bearing Accounts$447,823$283,448▼ $164,375
Accounts Receivable$54,267$146,992▲ $92,725
Prepaid Expenses and Deferred Charges$7,966$9,137▲ $1,171
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,335,271$3,416,587▲ $81,316
Other Assets Total-$0-
Liabilities
Other Liabilities$448,300$362,700▼ $85,600
Accounts Payable and Accrued Expenses$30,212$170,511▲ $140,299
Total Liabilities$478,512$533,211▲ $54,699
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,856,759$2,883,376▲ $26,617
Total Liabilities and Net Assets / Fund Balance$3,335,271$3,416,587▲ $81,316

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$67,076$67,076
Compensation and Service Providers

Employees

NameTitleOtherTotal
Martin LatkoTrustee$57,700$57,700
Terrance EldridgeTrustee$41,555$41,555
Frank TraceyTrustee$36,527$36,527
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,325,657
Investment Income
$11,262
Other Revenue
$4,700
Change in Net Assets
$25,333

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,341,619
Revenue Not Reported on Form 990
$-3,416
Total Revenue per Audited Statements
$4,338,203
Total Revenue per Form 990
$4,341,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,188
Salaries, Compensation, and Employee Benefits$24,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,167,275
Occupancy---$49,151
Office Expenses---$32,684
Other Salaries and Wages---$22,851
Fees for Services Other---$17,500
Fees for Services Accounting---$15,602
Information Technology---$5,326
Payroll Taxes---$1,972
Other Expenses---$1,481
Total Functional Expenses$0$0$0$4,316,286

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,401,886
Total Expenses per Audited Statements$4,397,186
Total Expenses per Form 990$4,316,286
Expenses Not Reported on Form 990$-4,700
Expenses Not Reported on Financial Statements$-85,600
Other Expense Adjustments$-85,600
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred But Not Reported$362,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
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, Part VI, Line 11B: Form 990 Review Process

The return preparer mails a copy of the final version of form 990 to the board of trustees before it is filed. The trustees have the opportunity to make inquires before and after filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Teamsters Local 72 Welfare Fund
EIN
13-3137609
Phone
2126914228
Address
265 WEST 14TH STREET, NEW YORK, NY 10011

Signing Officer

Name
Frank Tracey
Title
Trustee
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
1

Preparer

Firm
Steinberg Steckler & Picciurro Cpas
Address
462 7TH AVE 16TH FL, NEW YORK, NY 10018-7606
Preparer
Michael Steckler
Phone
2126951300
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for years prior to 2013.

Raw XML Appendix376 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030212
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0170511
IRS990/AccountsReceivableGrp/BOYAmt054267
IRS990/AccountsReceivableGrp/EOYAmt0146992
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Providing benefits to approximately 1,771 members and their dependents. Benefits include prescription drugs, dental, disability, life insurance,and accidental death & dismemberment
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt04167275
IRS990/BooksInCareOfDetail/PersonNm0BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum02126914228
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0265 WEST 14TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010011
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0447823
IRS990/CashNonInterestBearingGrp/EOYAmt0283448
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt04167275
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011262
IRS990/CYOtherExpensesAmt0124188
IRS990/CYOtherRevenueAmt04700
IRS990/CYProgramServiceRevenueAmt04325657
IRS990/CYRevenuesLessExpensesAmt025333
IRS990/CYSalariesCompEmpBnftPaidAmt024823
IRS990/CYTotalExpensesAmt04316286
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04341619
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Providing benefits to approximately 1,771 members and their dependents. Benefits include prescription drugs, dental, disability, life insurance,and accidental death & dismemberment
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt015602
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt017500
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0MARTIN LATKO
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK TRACEY
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRANCE ELDRIDGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt057700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt136527
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt241555
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04341619
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt05326
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt011262
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011262
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01636761
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01640645
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt067076
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt067076
IRS990/LegalDomicileStateCd0NY
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Providing benefits to approximately 1,771 members and their dependents. Benefits include prescription drugs, dental, disability, life insurance,and accidental death & dismemberment
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02856759
IRS990/NetAssetsOrFundBalancesEOYAmt02883376
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01284
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt049151
IRS990/OfficeExpensesGrp/TotalAmt032684
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt02444
IRS990/OtherExpensesGrp/TotalAmt11481
IRS990/OtherLiabilitiesGrp/BOYAmt0448300
IRS990/OtherLiabilitiesGrp/EOYAmt0362700
IRS990/OtherRevenueMiscGrp/Desc0REFUND - INSURANCE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04700
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04700
IRS990/OtherRevenueTotalAmt04700
IRS990/OtherSalariesAndWagesGrp/TotalAmt022851
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt01972
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07966
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09137
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/BusinessCd1480000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE'S CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER'S CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06237
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14319420
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14319420
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04635264
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09445
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0297567
IRS990/PYProgramServiceRevenueAmt04412137
IRS990/PYRevenuesLessExpensesAmt0-536451
IRS990/PYSalariesCompEmpBnftPaidAmt025202
IRS990/PYTotalExpensesAmt04958033
IRS990/PYTotalRevenueAmt04421582
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt025333
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02856759
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02883376
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01188454
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01336365
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt067076
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt067076
IRS990ScheduleD/ExpensesNotReportedAmt0-4700
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-85600
IRS990ScheduleD/ExpensesSubtotalAmt04401886
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01284
IRS990ScheduleD/OtherExpensesIncludedAmt0-4700
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-85600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0362700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherRevenueAmt0-4700
IRS990ScheduleD/RevenueNotReportedAmt0-3416
IRS990ScheduleD/RevenueSubtotalAmt04341619
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt04316286
IRS990ScheduleD/TotalLiabilityAmt0362700
IRS990ScheduleD/TotalRevenuePerForm990Amt04341619
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04338203
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04397186
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN PREPARER MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE BOARD OF TRUSTEES BEFORE IT IS FILED. THE TRUSTEES HAVE THE OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW YORK STATE THRUWAY AUTHORITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 72 INTL BROTHERHOOD OF TEAMSTERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0146003955
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1132964201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt00320
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 SOUTHERN BOULEVARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1265 WEST 14TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALBANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110011
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt073384
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LOCAL 72 INTL BROTHERHOOD OF TEAMSTERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03335271
IRS990/TotalAssetsEOYAmt03416587
IRS990/TotalAssetsGrp/BOYAmt03335271
IRS990/TotalAssetsGrp/EOYAmt03416587
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04316286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0478512
IRS990/TotalLiabilitiesEOYAmt0533211
IRS990/TotalLiabilitiesGrp/BOYAmt0478512
IRS990/TotalLiabilitiesGrp/EOYAmt0533211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02856759
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02883376
IRS990/TotalProgramServiceRevenueAmt04325657
IRS990/TotalRevenueGrp/ExclusionAmt011262
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04330357
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04341619
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03335271
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03416587
IRS990/TotReportableCompRltdOrgAmt0135782
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK TRACEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL 72 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0133137609
ReturnHeader/Filer/PhoneNum02126914228
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 WEST 14TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEINBERG STECKLER & PICCIURRO CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0462 7TH AVE 16TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100187606
ReturnHeader/PreparerPersonGrp/PhoneNum02126951300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STECKLER
ReturnHeader/ReturnTs02017-11-14T12:56:38-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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