Civic Intelligence

Teamsters Local 97 Benefits Fund

990 • Fiscal year 2017 • EIN 22-2004832

Aug 01, 2016 to Jul 31, 2017 • Filed on Jun 08, 2018

Organization ProfileN/A

View Organization Page

136 Central Avenue 1st FloorClark, NJ 07066

(908) 810-0022

Siviq Scores

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

Liabilities / Assets

98th percentile

1.34x

Higher debt load relative to assets than 98% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.23x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

16th percentile

-8.8%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$203,858

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

17th percentile

-7.4%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

10%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$2,439,507

Down $195,055 (-7.4%) from 2016

Net Assets

Down

-$820,823

Down $1,323,892 (-263%) from 2016

Liabilities

Up

$3,260,330

Up $1,128,837 (+53%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin16th percentile

Revenue

Up

$14,363,065

Up $1,330,263 (+10%) from 2016

Expenses

Up

$15,633,830

Up $1,288,717 (+9.0%) from 2016

Net Income

Up

-$1,270,765

Up $41,546 (+3.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2017

Assets$2,439,507
Liabilities$3,260,330
Net Assets-$820,823
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

2017

Revenue$14,363,065
Expenses$15,633,830
Net Income-$1,270,765
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jun 8, 2018
Return Version
2016v3.0
Gross Receipts
$14,929,061
Mission and Program Overview

Mission

To provide health and welfare benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,583,735$1,454,517▼ $129,218
Savings and Temporary Cash Investments$167,747$364,435▲ $196,688
Land, Buildings, and Equipment, Net$59,678$48,505▼ $11,173
Accounts Receivable$518,783$30,245▼ $488,538
Prepaid Expenses and Deferred Charges$10,807$10,787▼ $20
Cash and Non-Interest-Bearing Accounts$80$3,189▲ $3,109
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$503,069$-820,823▼ $1,323,892
Total Assets$2,634,562$2,439,507▼ $195,055
Other Assets Total$293,732$527,829▲ $234,097
Liabilities
Other Liabilities$1,984,302$2,711,022▲ $726,720
Accounts Payable and Accrued Expenses$147,191$549,308▲ $402,117
Total Liabilities$2,131,493$3,260,330▲ $1,128,837
Net Assets / Fund Balance
Total Net Assets Fund Balance$503,069$-820,823▼ $1,323,892
Total Liabilities and Net Assets / Fund Balance$2,634,562$2,439,507▼ $195,055

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$48,505$111,143$159,648
Leasehold Improvements$0$55,350$55,350
Other Assets Org$280,592--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elaine AlessioFund ManagerFT$115,890$31,534$147,424

Board Members and Trustees

NameTitle
Daniel ReimanTrustee
John GerowTrustee
Maria PerezTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Horizon Blue Cross & Blue ShieldClaims Administration3 PENN PLAZA, Newark, NJ 10119$1,109,208
Fabian & Byrn LLCClaims Administration425 EAGLE ROCK AVE, Roseland, NJ 07068$162,380
Ennis Hargadon LLCAccountant739 PALIZADE AVE, Cliffside Park, NJ 07010$145,539
Specialized Pharmacy SolutionsClaims Administration24 SPLIT ROCK ROAD, North Haledon, NJ 07508$125,784
Mets Schiro & Mcgovern LLPLegal555 US HIGHWAY ONE SOUTH, Iselin, NJ 08830$103,030
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,202,327
Investment Income
$155,781
Other Revenue
$4,957
Change in Net Assets
$-1,270,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,343,630
Revenue Not Reported on Financial Statements
$19,435
Revenue Not Reported on Form 990
$-53,127
Total Revenue per Audited Statements
$14,290,503
Total Revenue per Form 990
$14,363,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,034,602
Salaries, Compensation, and Employee Benefits$435,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$13,164,132
Fees for Services Other---$1,552,317
Other Salaries and Wages---$175,806
Fees for Services Accounting---$145,539
Current Officers, Directors, Trustees, and Key Employees---$118,036
Fees for Services Legal---$103,030
Information Technology---$98,814
Other Employee Benefits---$72,356
Office Expenses---$47,748
Pension Plan Contributions---$41,442
Payroll Taxes---$27,456
Occupancy---$23,148
Fees for Service Investment Mgmnt Fees---$16,126
Depreciation Depletion---$13,455
Conferences and Meetings---$8,800
Insurance---$6,656
Other Expenses---$3,430
Total Functional Expenses$0$0$0$15,633,830

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,633,830
Expenses per Audited Statements$15,614,395
Total Expenses per Audited Statements$15,614,395
Expenses Not Reported on Financial Statements$19,435
Expenses Not Reported on Form 990$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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Christine KnispelFamily Member of John GerowEmploymentNo$62,917
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Claims Administrators$2,710,327
Due to Broker for Securities Purchased$695
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
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
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, Section A, Line 2

“Trustees gerow and perez are officers of teamsters local union no. 97. The employer trustees are employed by employers that have collective bargaining agreements with teamsters local union no. 97 in which union trustees gerow and perez are officers. Members of the union are employed by the employer trustees' employers and the terms and conditions of that employment are negotiated by the employers and the union in the collective bargaining process.”

Form 990, Part VI, Section A, Line 7A

“The two union trustees are appointed by the executive board of teamsters local union no. 97. The employer trustees are appointed by vote of the employers having a contractual relationship with the union.”

Form 990, Part VI, Section B, Line 11B

“Prior to its filing, the form 990 was reviewed by all of the active trustees of the plan. The board of trustees is the governing body of the organization and consists of all the voting members.”

Form 990, Part VI, Section B, Line 12

“This organization is an employee benefit plan covered by the employee retirement security act (erisa). The trustees have a statutory duty under erisa to avoid conflicts and report them when they occur.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the top management official is reviewed and approved annually by the board of trustees. The fund does not have a ceo or executive director.”

Form 990, Part VI, Section C, Line 19

“The fund's governing documents and financial statements are made available to the public in accordance with the requirements of erisa and other governing law upon request. The fund handles conflicts of interest as required by erisa.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 97 Benefits Fund
EIN
22-2004832
Phone
9088100022
Address
136 CENTRAL AVENUE 1ST FLOOR, CLARK, NJ 07066

Signing Officer

Name
John Gerow
Title
Trustee
Phone
9088100022
Signed
2018-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Gerow
Formed
1972
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
0
Employees
7
Volunteers
0

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Raymond Hargadon
Phone
9082727000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“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 the organization has taken an uncertain position that more likely than not would not be sustained opon examination by the taxing authorities. As of july 31, 2017, there were no uncertain positions taken or exepected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 776 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/OtherLiabilitiesGrp/EOYAmt02711022
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/BusinessCd2525100
IRS990/OtherRevenueMiscGrp/Desc0INTEREST ON EMPLOYER AUDITS
IRS990/OtherRevenueMiscGrp/Desc1INTEREST ON AUDITS AND MONTHLY RE
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04223
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1726
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt28
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04223
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1726
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt28
IRS990/OtherRevenueTotalAmt04957
IRS990/OtherSalariesAndWagesGrp/TotalAmt0175806
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt027456
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt041442
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010807
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010787
IRS990/PrincipalOfficerNm0JOHN GEROW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014177145
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125182
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014177145
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125182
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt012501296
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt090473
IRS990/PYOtherExpensesAmt01351815
IRS990/PYOtherRevenueAmt01090
IRS990/PYProgramServiceRevenueAmt012941239
IRS990/PYRevenuesLessExpensesAmt0-1312311
IRS990/PYSalariesCompEmpBnftPaidAmt0492002
IRS990/PYTotalExpensesAmt014345113
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013032802
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1270765
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0503069
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-820823
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167747
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0364435
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt048505
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0111143
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0159648
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt019435
IRS990ScheduleD/ExpensesSubtotalAmt015614395
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt019435
IRS990ScheduleD/InvestmentExpensesNotIncldAmt019435
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt055350
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt055350
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-53127
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt010712
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1236525
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2280592
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST AND DIVIDENDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM BROKER FOR SECURITIES SOLD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ADVANCE DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02710327
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1695
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO CLAIMS ADMINISTRATORS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BROKER FOR SECURITIES PURCHASED
IRS990ScheduleD/RevenueNotReportedAmt0-53127
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt019435
IRS990ScheduleD/RevenueSubtotalAmt014343630
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 THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED OPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF JULY 31, 2017, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXEPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt048505
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0527829
IRS990ScheduleD/TotalExpensesPerForm990Amt015633830
IRS990ScheduleD/TotalLiabilityAmt02711022
IRS990ScheduleD/TotalRevenuePerForm990Amt014363065
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014290503
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt015614395
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0144430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1137448
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt046310
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt144567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt013118
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt113608
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN GEROW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARIA PEREZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0203858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1195623
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CHRISTINE KNISPEL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY MEMBER OF JOHN GEROW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt062917
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EMPLOYMENT
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES GEROW AND PEREZ ARE OFFICERS OF TEAMSTERS LOCAL UNION NO. 97. THE EMPLOYER TRUSTEES ARE EMPLOYED BY EMPLOYERS THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH TEAMSTERS LOCAL UNION NO. 97 IN WHICH UNION TRUSTEES GEROW AND PEREZ ARE OFFICERS. MEMBERS OF THE UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' EMPLOYERS AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE UNION IN THE COLLECTIVE BARGAINING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TWO UNION TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF TEAMSTERS LOCAL UNION NO. 97. THE EMPLOYER TRUSTEES ARE APPOINTED BY VOTE OF THE EMPLOYERS HAVING A CONTRACTUAL RELATIONSHIP WITH THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY ALL OF THE ACTIVE TRUSTEES OF THE PLAN. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF THE ORGANIZATION AND CONSISTS OF ALL THE VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN COVERED BY THE EMPLOYEE RETIREMENT SECURITY ACT (ERISA). THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND REPORT THEM WHEN THEY OCCUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. THE FUND DOES NOT HAVE A CEO OR EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC IN ACCORDANCE WITH THE REQUIREMENTS OF ERISA AND OTHER GOVERNING LAW UPON REQUEST. THE FUND HANDLES CONFLICTS OF INTEREST AS REQUIRED BY ERISA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0311510952
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1208056539
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2222761763
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3223444871
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4221426696
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN5221838356

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,439,507
Liabilities
$3,260,330
Net assets
-$820,823
Revenue
$14,363,065
Expenses
$15,633,830
Net income
-$1,270,765
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