Civic Intelligence

Teamsters Local 97 Benefits Fund

990 • Fiscal year 2012 • EIN 22-2004832

Aug 01, 2011 to Jul 31, 2012 • Filed on May 31, 2013

485 Chestnut Street07083
Siviq Scores

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

Liabilities / Assets

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

57th percentile

5.8%

Faster asset growth than 57% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,673,586

Up $146,447 (+5.8%) from 2011

Net Assets

Up

$2,613,580

Up $174,848 (+7.2%) from 2011

Liabilities

Down

$60,006

Down $28,401 (-32%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,823,183

Up $210,264 (+2.8%) 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 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

2012

Assets$2,673,586
Liabilities$60,006
Net Assets$2,613,580

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $7,344,3512010Revenue 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

2012

Revenue-
Expenses$7,823,183
Net Income-
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
May 31, 2013
Return Version
2011v1.2
Gross Receipts
$8,210,589
Mission and Program Overview

Mission

To provide health and welfare benefits to participants.

Filing and Contact Details

Filer

EIN
22-2004832
Raw XML AppendixShowing 400 of 623 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
IRS990ScheduleO/GeneralExplanation/Explanation7See attached
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IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState7NJ
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState8NJ
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10BOROUGH OF CARTERET
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11JACKSON BOARD OF EDUCATION
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12LACEY TOWNSHIP
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13LAVALLETTE BOROUGH
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine14TOWNSHIP OF LITTLE FALLS
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine15PALISADES PARK BOARD OF ED
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine16TEAMSTERS LOCAL UNION NO 97
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine17BOROUGH OF SOUTH TOMS RIVER
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine18BOROUGH OF PARAMUS
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities3VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities4VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities5VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities6VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities7VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities8VEBA Contributing Employer
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine10336 PROSPECT AVE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine11100 PASSAIC AVE SUITE 160
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine125 STAHUBER AVE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine13101 N GROVE STREET
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine14685 SALINA ROAD
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine15733 RIDGEDALE AVE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine1650 POLIFLY ROAD
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine173 EASTMANS ROAD
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine18215 WATCHUNG AVE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine19417 FIFTH AVENUE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/AddressLine110113 MAIN STREET

Document Assets

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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
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