Civic Intelligence

Teamsters Local 456 Education & Training Fund

990 • Fiscal year 2014 • EIN 13-3217233

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 22, 2015

Organization ProfileN/A

View Organization Page

160 South Central AvenueElmsford, NY 10523

(914) 592-9330

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Source year 2014

Net Margin

14th percentile

-26%

Higher net margin than 14% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Source year 2014

Top Officer Pay

100th percentile

$238,852

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 92.3% of source-year revenue.

2014 filings • NTEE B99 • <$500k nonprofits • Source year 2014

Asset Growth

16th percentile

-23%

Faster asset growth than 16% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

79th percentile

40%

Faster revenue growth than 79% of similar nonprofits.

2014 filings • NTEE B99 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$271,040

Down $80,987 (-23%) from 2013

Net Assets

Down

$264,001

Down $82,231 (-24%) from 2013

Liabilities

Up

$7,039

Up $1,244 (+21%) from 2013

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin14th percentile

Revenue

Up

$258,805

Up $73,939 (+40%) from 2013

Expenses

Up

$326,145

Up $22,485 (+7.4%) from 2013

Net Income

Up

-$67,340

Up $51,454 (+43%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.0M$500K$0Assets 2010: $624,513Liabilities 2010: $6,553Net Assets 2010: $617,9602010Assets 2011: $552,858Liabilities 2011: $31,059Net Assets 2011: $521,7992011Assets 2012: $441,481Liabilities 2012: $4,770Net Assets 2012: $436,7112012Assets 2013: $352,027Liabilities 2013: $5,795Net Assets 2013: $346,2322013Assets 2014: $271,040Liabilities 2014: $7,039Net Assets 2014: $264,0012014Assets 2015: $167,442Liabilities 2015: $7,408Net Assets 2015: $160,0342015Assets 2016: $133,382Liabilities 2016: $3,273Net Assets 2016: $130,1092016Assets 2017: $187,855Liabilities 2017: $3,198Net Assets 2017: $184,6572017Assets 2018: $262,214Liabilities 2018: $3,232Net Assets 2018: $258,9822018Assets 2019: $329,588Liabilities 2019: $3,333Net Assets 2019: $326,2552019Assets 2020: $407,386Liabilities 2020: $45,962Net Assets 2020: $361,4242020Assets 2021: $598,999Liabilities 2021: $54,049Net Assets 2021: $544,9502021Assets 2022: $976,166Liabilities 2022: $212,105Net Assets 2022: $764,0612022Assets 2023: $772,197Liabilities 2023: $57,811Net Assets 2023: $714,3862023Assets 2024: $670,574Liabilities 2024: $35,881Net Assets 2024: $634,6932024

Highlighted filing

2014

Assets$271,040
Liabilities$7,039
Net Assets$264,001
Open 2014 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $318,8472010Expenses 2011: $180,1412011Expenses 2012: $192,8072012Revenue 2013: $184,866Expenses 2013: $303,660Net Income 2013: -$118,7942013Revenue 2014: $258,805Expenses 2014: $326,145Net Income 2014: -$67,3402014Revenue 2015: $161,958Expenses 2015: $258,484Net Income 2015: -$96,5262015Revenue 2016: $188,754Expenses 2016: $218,679Net Income 2016: -$29,9252016Revenue 2017: $242,276Expenses 2017: $187,728Net Income 2017: $54,5482017Revenue 2018: $274,661Expenses 2018: $200,336Net Income 2018: $74,3252018Revenue 2019: $276,413Expenses 2019: $209,140Net Income 2019: $67,2732019Revenue 2020: $252,880Expenses 2020: $217,711Net Income 2020: $35,1692020Revenue 2021: $333,552Expenses 2021: $150,022Net Income 2021: $183,5302021Revenue 2022: $534,327Expenses 2022: $315,216Net Income 2022: $219,1112022Revenue 2023: $278,425Expenses 2023: $328,100Net Income 2023: -$49,6752023Revenue 2024: $274,288Expenses 2024: $353,981Net Income 2024: -$79,6932024

Highlighted filing

2014

Revenue$258,805
Expenses$326,145
Net Income-$67,340
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 22, 2015
Return Version
2014v5.0
Gross Receipts
$320,582
Mission and Program Overview

Mission

To provide education & training classes to members who are participants in the fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$346,232$264,001▼ $82,231
Cash and Non-Interest-Bearing Accounts$4,510$45,363▲ $40,853
Savings and Temporary Cash Investments$139,255$20,995▼ $118,260
Investments Other Securities$96,884$20,925▼ $75,959
Prepaid Expenses and Deferred Charges-$2,791-
Land, Buildings, and Equipment, Net$69$11▼ $58
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$352,027$271,040▼ $80,987
Other Assets Total$111,309$180,955▲ $69,646
Liabilities
Accounts Payable and Accrued Expenses$4,964$5,228▲ $264
Other Liabilities$831$1,811▲ $980
Total Liabilities$5,795$7,039▲ $1,244
Net Assets / Fund Balance
Total Net Assets Fund Balance$346,232$264,001▼ $82,231
Total Liabilities and Net Assets / Fund Balance$352,027$271,040▼ $80,987

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11$15,254$15,265
Other Land Buildings-$5,699$5,699
Other Assets Org$180,955--
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dennis RobergeTraining DirectorFT$142,794$29,925$172,719
Andy MackleAdministratorPT-$130,863$130,863
Louis a PicaniUnion Trustee--$2,440$2,440

Board Members and Trustees

NameTitle
Carl PetrilloEmplyr Trustee
Ross PepeEmplyr Trustee
Saul SingerEmplyr Trustee
Bernadette KellyUnion Trustee
James ReillyUnion Trustee
Robert RobergeUnion Trustee
Syd GoldsteinUnion Trustee
Thomas GesualdiUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$124,401
Investment Income
$20,483
Other Revenue
$113,921
Change in Net Assets
$-67,340

Audited Revenue Reconciliation

Revenue per Audited Statements
$167,014
Revenue Not Reported on Financial Statements
$91,791
Revenue Not Reported on Form 990
$-14,891
Other Revenue Adjustments
$88,218
Total Revenue per Audited Statements
$152,123
Total Revenue per Form 990
$258,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$187,391
Other Expenses$131,744
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$172,719
Occupancy---$63,941
Fees for Services Legal---$19,861
Travel---$18,779
Fees for Services Accounting---$11,864
Payroll Taxes---$11,311
Insurance---$7,336
Benefits to Members---$7,010
Office Expenses---$3,961
Fees for Service Investment Mgmnt Fees---$3,573
Other Salaries and Wages---$2,555
Other Employee Benefits---$806
Fees for Services Other---$435
Depreciation Depletion---$58
Other Expenses---$20
Total Functional Expenses$0$0$0$326,145

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$326,145
Expenses per Audited Statements$234,354
Total Expenses per Audited Statements$234,354
Expenses Not Reported on Financial Statements$91,791
Other Expense Adjustments$88,218
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
Deferred Compensation Liability$1,811
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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, Line 6: Explanation of Classes of Members or Shareholder

“Employer contributions are made to the fund on behalf of participating members.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually at the board of trustee meetings”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Increases in compensation are approved by the board and are compared to industry standards.”

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

“Upon request governing documents, policies and financial statements are made available to the public.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 456
EIN
13-3217233
Phone
9145929330
Address
160 SOUTH CENTRAL AVENUE, ELMSFORD, NY 10523

Signing Officer

Name
Thomas Gesualdi
Title
Union Trustee
Signed
2015-07-22
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
6
Employees
1

Preparer

Firm
Wagner & Zwerman LLP
Address
450 Wireless Boulevard, Hauppauge, NY 11788
Preparer
Andrew M Zwerman CPA
Phone
6317771000
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - THE PLAN SHARES OFFICE SPACE, PERSONNEL AND ADMINISTRATIVE EXPENSES WITH THE WESTCHESTER TEAMSTERS HEALTH AND WELFARE, PENSION, ANNUITY, LEGAL, MUNICIPAL WELFARE AND JOINT LABOR MANAGEMENT FUNDS. THESE EXPENSES ARE PAID OUT OF A COMMON ADMINISTRATIVE CHECKING ACCOUNT CALLED THE WESTCHESTER TEAMSTERS ALLIED ACCOUNT AND ARE ALLOCATED TO THE FUNDS BASED UPON PERCENTAGES APPROVED BY THE BOARD OF TRUSTEES.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2014 and 2013 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. The Plan administrator believes that the Plan's returns for the years prior to the year ended December 31, 2011 are no longer subject to examination based on the normal statutory periods subject to audit.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“D. Roberge allocated income $88218”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“D. Roberge allocated income $88218”

Raw XML AppendixShowing 400 of 548 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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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE EDUCATION & TRAINING CLASSES TO MEMBERS WHO ARE PARTICIPANTS IN THE FUND.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0346232
IRS990/NetAssetsOrFundBalancesEOYAmt0264001
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019223
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-14891
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt063941
IRS990/OfficeExpensesGrp/TotalAmt03961
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0111309
IRS990/OtherAssetsTotalGrp/EOYAmt0180955
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0806
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1Postage and Shipping
IRS990/OtherExpensesGrp/Desc2COMPUTER EXPENSE
IRS990/OtherExpensesGrp/TotalAmt01716
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OtherLiabilitiesGrp/BOYAmt0831
IRS990/OtherLiabilitiesGrp/EOYAmt01811
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025703
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt188218
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025703
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt188218
IRS990/OtherRevenueTotalAmt0113921
IRS990/OtherSalariesAndWagesGrp/TotalAmt02555
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt011311
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02791
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0124401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0124401
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt017056
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt015937
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0131103
IRS990/PYOtherRevenueAmt082075
IRS990/PYProgramServiceRevenueAmt086854
IRS990/PYRevenuesLessExpensesAmt0-118794
IRS990/PYSalariesCompEmpBnftPaidAmt0155501
IRS990/PYTotalExpensesAmt0303660
IRS990/PYTotalRevenueAmt0184866
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-67340
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0346232
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0264001
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0139255
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020995
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt011
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015254
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015265
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt091791
IRS990ScheduleD/ExpensesSubtotalAmt0234354
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03573
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03573
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-14891
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0180955
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATED FUNDS
IRS990ScheduleD/OtherExpensesNotIncludedAmt088218
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05699
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05699
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01811
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt088218
IRS990ScheduleD/RevenueNotReportedAmt0-14891
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt091791
IRS990ScheduleD/RevenueSubtotalAmt0167014
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan administrator has analyzed the tax positions taken by the Plan, and has concluded that as of December 31, 2014 and 2013 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. The Plan administrator believes that the Plan's returns for the years prior to the year ended December 31, 2011 are no longer subject to examination based on the normal statutory periods subject to audit.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1D. ROBERGE ALLOCATED INCOME $88218
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2D. ROBERGE ALLOCATED INCOME $88218
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0180955
IRS990ScheduleD/TotalBookValueSecuritiesAmt020925
IRS990ScheduleD/TotalExpensesPerForm990Amt0326145
IRS990ScheduleD/TotalLiabilityAmt01811
IRS990ScheduleD/TotalRevenuePerForm990Amt0258805
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0152123
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0234354
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0142794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0200333
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1160004
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt020217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt029159
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt126204
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09708
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt110405
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DENNIS ROBERGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT ROBERGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SYD GOLDSTEIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0172719
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0238852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1196613
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - THE PLAN SHARES OFFICE SPACE, PERSONNEL AND ADMINISTRATIVE EXPENSES WITH THE WESTCHESTER TEAMSTERS HEALTH AND WELFARE, PENSION, ANNUITY, LEGAL, MUNICIPAL WELFARE AND JOINT LABOR MANAGEMENT FUNDS. THESE EXPENSES ARE PAID OUT OF A COMMON ADMINISTRATIVE CHECKING ACCOUNT CALLED THE WESTCHESTER TEAMSTERS ALLIED ACCOUNT AND ARE ALLOCATED TO THE FUNDS BASED UPON PERCENTAGES APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYER CONTRIBUTIONS ARE MADE TO THE FUND ON BEHALF OF PARTICIPATING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$271,040
Liabilities
$7,039
Net assets
$264,001
Revenue
$258,805
Expenses
$326,145
Net income
-$67,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.71$0.36$6.35$2.74$3.54$0.80
2023Detailed filing. Detailed filing data is available for this year.$7.72$0.58$7.14$2.78$3.28$0.50
2022Detailed filing. Detailed filing data is available for this year.$9.76$2.12$7.64$5.34$3.15$2.19
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.54$5.45$3.34$1.50$1.84
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.46$3.61$2.53$2.18$0.35
2019Summary only. Only limited summary data is available for this year.$3.30$0.03$3.26$2.76$2.09$0.67
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.03$2.59$2.75$2.00$0.74
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.03$1.85$2.42$1.88$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.03$1.30$1.89$2.19$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.07$1.60$1.62$2.58$0.97
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.07$2.64$2.59$3.26$0.67
2013Detailed filing. Detailed filing data is available for this year.$3.52$0.06$3.46$1.85$3.04$1.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.05$4.37$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.31$5.22$1.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.07$6.18$3.19