Civic Intelligence

Teamsters Local 97 Benefits Fund

990 • Fiscal year 2011 • EIN 22-2004832

Aug 01, 2010 to Jul 31, 2011 • Filed on May 30, 2012

485 Chestnut Street07083
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,527,139

Flat from 2011

Net Assets

Flat

$2,438,732

Flat from 2011

Liabilities

Flat

$88,407

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$7,612,919

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $2,248,804Liabilities 2010: $38,796Net Assets 2010: $2,210,0082010Assets 2011: $2,527,139Liabilities 2011: $88,407Net Assets 2011: $2,438,7322011Assets 2011: $2,527,139Liabilities 2011: $88,407Net Assets 2011: $2,438,7322011Assets 2012: $2,673,586Liabilities 2012: $60,006Net Assets 2012: $2,613,5802012Assets 2013: $3,062,881Liabilities 2013: $70,549Net Assets 2013: $2,992,3322013Assets 2014: $3,133,049Liabilities 2014: $95,083Net Assets 2014: $3,037,9662014Assets 2015: $3,838,733Liabilities 2015: $2,029,092Net Assets 2015: $1,809,6412015Assets 2016: $2,634,562Liabilities 2016: $2,131,493Net Assets 2016: $503,0692016Assets 2017: $2,439,507Liabilities 2017: $3,260,330Net Assets 2017: -$820,8232017Assets 2018: $1,563,221Liabilities 2018: $1,633,172Net Assets 2018: -$69,9512018Assets 2019: $1,902,139Liabilities 2019: $437,986Net Assets 2019: $1,464,1532019Assets 2020: $3,515,662Liabilities 2020: $181,549Net Assets 2020: $3,334,1132020Assets 2021: $4,130,996Liabilities 2021: $174,631Net Assets 2021: $3,956,3652021Assets 2022: $3,993,876Liabilities 2022: $178,799Net Assets 2022: $3,815,0772022Assets 2023: $5,862,077Liabilities 2023: $276,338Net Assets 2023: $5,585,7392023Assets 2024: $5,701,446Liabilities 2024: $376,087Net Assets 2024: $5,325,3592024

Highlighted filing

2011

Assets$2,527,139
Liabilities$88,407
Net Assets$2,438,732

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,344,3512010Expenses 2011: $7,612,9192011Revenue 2011: $7,836,318Expenses 2011: $7,612,919Net Income 2011: $223,3992011Expenses 2012: $7,823,1832012Expenses 2013: $9,586,5232013Revenue 2014: $14,025,372Expenses 2014: $14,028,593Net Income 2014: -$3,2212014Revenue 2015: $14,828,020Expenses 2015: $16,048,314Net Income 2015: -$1,220,2942015Revenue 2016: $13,032,802Expenses 2016: $14,345,113Net Income 2016: -$1,312,3112016Revenue 2017: $14,363,065Expenses 2017: $15,633,830Net Income 2017: -$1,270,7652017Revenue 2018: $15,207,880Expenses 2018: $14,410,713Net Income 2018: $797,1672018Revenue 2019: $17,163,533Expenses 2019: $15,648,342Net Income 2019: $1,515,1912019Revenue 2020: $17,490,539Expenses 2020: $15,656,105Net Income 2020: $1,834,4342020Revenue 2021: $17,509,914Expenses 2021: $16,955,565Net Income 2021: $554,3492021Revenue 2022: $17,678,835Expenses 2022: $17,705,241Net Income 2022: -$26,4062022Revenue 2023: $16,998,514Expenses 2023: $15,227,117Net Income 2023: $1,771,3972023Revenue 2024: $17,104,752Expenses 2024: $17,437,499Net Income 2024: -$332,7472024

Highlighted filing

2011

Revenue-
Expenses$7,612,919
Net Income-
Jump To
Filing Snapshot
Filing Period
Aug 1, 2010 to Jul 31, 2011
Signed
May 30, 2012
Return Version
2010v3.2
Gross Receipts
$9,180,493
Mission and Program Overview

Mission

To provide health and welfare benefits to participants.

Filing and Contact Details

Filer

EIN
22-2004832
Raw XML Appendix379 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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IRS990ScheduleO/GeneralExplanation/Explanation0See attached explanation
IRS990ScheduleO/GeneralExplanation/Explanation1See attached explanation
IRS990ScheduleO/GeneralExplanation/Explanation2See attached explanation
IRS990ScheduleO/GeneralExplanation/Explanation3See attached explanation
IRS990ScheduleO/GeneralExplanation/Explanation4See attached explanation
IRS990ScheduleO/GeneralExplanation/Explanation5See attached explanation
IRS990ScheduleO/GeneralExplanation/Explanation6See attached explanation
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0222004832
ReturnHeader/Filer/Name/BusinessNameLine10TEAMSTERS LOCAL 97 BENEFITS FUND
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ReturnHeader/Filer/Phone09088100022
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ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007083
ReturnHeader/Officer/DateSigned02012-05-30
ReturnHeader/Officer/Name0JOHN GEROW
ReturnHeader/Officer/Phone09088100022
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ENNIS PREZIOSO & COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10739 PALISADE AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CLIFFSIDE PARK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0070103255
ReturnHeader/Preparer/Name0GIANCARLO PREZIOSO
ReturnHeader/Preparer/Phone02018718710
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-08-01
ReturnHeader/TaxPeriodEndDate02011-07-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-05-30T15:02:53-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.70$0.38$5.33$17.1$17.4$0.33
2023Detailed filing. Detailed filing data is available for this year.$5.86$0.28$5.59$17.0$15.2$1.77
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.18$3.82$17.7$17.7$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.17$3.96$17.5$17.0$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.18$3.33$17.5$15.7$1.83
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.44$1.46$17.2$15.6$1.52
2018Detailed filing. Detailed filing data is available for this year.$1.56$1.63$0.07$15.2$14.4$0.80
2017Detailed filing. Detailed filing data is available for this year.$2.44$3.26$0.82$14.4$15.6$1.27
2016Detailed filing. Detailed filing data is available for this year.$2.63$2.13$0.50$13.0$14.3$1.31
2015Detailed filing. Detailed filing data is available for this year.$3.84$2.03$1.81$14.8$16.0$1.22
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.10$3.04$14.0$14.0$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.07$2.99$9.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.06$2.61$7.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.09$2.44$7.61
2011Summary only. Only limited summary data is available for this year.$2.53$0.09$2.44$7.84$7.61$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.04$2.21$7.34