Civic Intelligence

Teamsters Local 830 Scholarship Fund

EIN 23-2003122 • 501(c)3 • Philadelphia, PA

View Organization Page

Profile

To provide financial assistance to members of teamsters local 830 who are employed by participating employers and the members' dependent children who have demonstrated scholastic ability, good character and qualities of leadership and who might not otherwise be able to afford a college education.

12298 Townsend Road 2nd FloorPhiladelphia, PA 19154

www.team830funds.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.75x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

2.51x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

42nd percentile

-1.4%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

2.5%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-7.1%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$477,555

Up $11,584 (+2.5%) from 2023

Liabilities

Up

$358,972

Up $14,638 (+4.3%) from 2023

Net Assets

Down

$118,583

Down $3,054 (-2.5%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin42nd percentile

Revenue

Down

$142,749

Down $10,895 (-7.1%) from 2023

Expenses

Up

$144,797

Up $14,298 (+11%) from 2023

Net Income

Down

-$2,048

Down $25,193 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $347,857Liabilities 2010: $153,336Net Assets 2010: $194,5212010Assets 2011: $420,155Liabilities 2011: $221,4312011Assets 2012: $409,718Liabilities 2012: $201,8222012Assets 2013: $415,458Liabilities 2013: $191,2182013Assets 2014: $424,517Liabilities 2014: $171,4632014Assets 2015: $450,847Liabilities 2015: $210,7832015Assets 2016: $471,526Liabilities 2016: $263,1312016Assets 2017: $496,798Liabilities 2017: $285,456Net Assets 2017: $211,3422017Assets 2018: $485,574Liabilities 2018: $314,654Net Assets 2018: $170,9202018Assets 2019: $504,401Liabilities 2019: $330,404Net Assets 2019: $173,9972019Assets 2020: $498,172Liabilities 2020: $353,232Net Assets 2020: $144,9402020Assets 2021: $496,313Liabilities 2021: $358,010Net Assets 2021: $138,3032021Assets 2022: $458,540Liabilities 2022: $363,390Net Assets 2022: $95,1502022Assets 2023: $465,971Liabilities 2023: $344,334Net Assets 2023: $121,6372023Assets 2024: $477,555Liabilities 2024: $358,972Net Assets 2024: $118,5832024

Highlighted filing

2024

Assets$477,555
Liabilities$358,972
Net Assets$118,583
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $99,966Expenses 2010: $84,974Net Income 2010: $14,9922010Revenue 2011: $167,470Expenses 2011: $163,267Net Income 2011: $4,2032011Revenue 2012: $107,508Expenses 2012: $98,336Net Income 2012: $9,1722012Revenue 2013: $105,098Expenses 2013: $88,754Net Income 2013: $16,3442013Revenue 2014: $126,012Expenses 2014: $97,198Net Income 2014: $28,8142014Revenue 2015: $134,725Expenses 2015: $147,715Net Income 2015: -$12,9902015Revenue 2016: $147,546Expenses 2016: $179,215Net Income 2016: -$31,6692016Revenue 2017: $165,012Expenses 2017: $162,065Net Income 2017: $2,9472017Revenue 2018: $140,330Expenses 2018: $180,752Net Income 2018: -$40,4222018Revenue 2019: $169,416Expenses 2019: $168,587Net Income 2019: $8292019Revenue 2020: $147,376Expenses 2020: $177,390Net Income 2020: -$30,0142020Revenue 2021: $140,659Expenses 2021: $145,441Net Income 2021: -$4,7822021Revenue 2022: $120,200Expenses 2022: $145,463Net Income 2022: -$25,2632022Revenue 2023: $153,644Expenses 2023: $130,499Net Income 2023: $23,1452023Revenue 2024: $142,749Expenses 2024: $144,797Net Income 2024: -$2,0482024

Highlighted filing

2024

Revenue$142,749
Expenses$144,797
Net Income-$2,048
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$477,555
Liabilities
$358,972
Net assets
$118,583
Revenue
$142,749
Expenses
$144,797
Net income
-$2,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$3.59$1.19$1.43$1.45$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.66$3.44$1.22$1.54$1.30$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$3.63$0.95$1.20$1.45$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.96$3.58$1.38$1.41$1.45$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.98$3.53$1.45$1.47$1.77$0.30
2019Detailed filing. Detailed filing data is available for this year.$5.04$3.30$1.74$1.69$1.69$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.86$3.15$1.71$1.40$1.81$0.40
2017Detailed filing. Detailed filing data is available for this year.$4.97$2.85$2.11$1.65$1.62$0.03
2016Summary only. Only limited summary data is available for this year.$4.72$2.63$1.48$1.79$0.32
2015Summary only. Only limited summary data is available for this year.$4.51$2.11$1.35$1.48$0.13
2014Summary only. Only limited summary data is available for this year.$4.25$1.71$1.26$0.97$0.29
2013Summary only. Only limited summary data is available for this year.$4.15$1.91$1.05$0.89$0.16
2012Summary only. Only limited summary data is available for this year.$4.10$2.02$1.08$0.98$0.09
2011Summary only. Only limited summary data is available for this year.$4.20$2.21$1.67$1.63$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$1.53$1.95$1.00$0.85$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$159,117
Mission and Program Overview

Mission

To provide financial assistance to members of teamsters local 830 who are employed by participating employers and the members dependent children who have demonstrated scholastic ability, good character and qualities of leadership who might not otherwise be able to afford a college education.

To provide merit-based scholarships to members' dependent children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$320,427$467,815▲ $147,388
Investments in Publicly Traded Securities$131,991--
Accounts Receivable$13,079$9,431▼ $3,648
Prepaid Expenses and Deferred Charges$474$309▼ $165
Total Assets$465,971$477,555▲ $11,584
Liabilities
Other Liabilities$344,334$358,972▲ $14,638
Total Liabilities$344,334$358,972▲ $14,638
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$121,637$118,583▼ $3,054
Total Net Assets Fund Balance$121,637$118,583▼ $3,054
Total Liabilities and Net Assets / Fund Balance$465,971$477,555▲ $11,584
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Charles T WhiteTrustee
Daniel H GraceTrustee
Dominic OriglioTrustee
JOHN O'ROURKETrustee
Luis H FonsecaTrustee
Matthew J FunchionTrustee
Samuel J KenishAdminstrator
Revenue and Support

Revenue Composition

Contributions and Grants
$325
Program Service Revenue
$122,131
Investment Income
$20,901
Other Revenue
$-608
All Other Contributions
$325
Change in Net Assets
$-2,048

Audited Revenue Reconciliation

Revenue per Audited Statements
$142,719
Revenue Not Reported on Financial Statements
$30
Revenue Not Reported on Form 990
$15,362
Total Revenue per Audited Statements
$158,081
Total Revenue per Form 990
$142,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$124,813
Other Expenses$19,984
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$124,813--$124,813
Fees for Services Accounting-$8,164-$8,164
Fees for Services Management-$5,000-$5,000
Office Expenses-$1,427-$1,427
Other Expenses$863--$863
Fees for Service Investment Mgmnt Fees-$30-$30
Total Functional Expenses$130,176$14,621$0$144,797

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$161,135
Total Expenses per Form 990$144,797
Expenses per Audited Statements$144,767
Expenses Not Reported on Form 990$16,368
Expenses Not Reported on Financial Statements$30
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,368
Fundraising Gross Income$15,760
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Awards Banquet$15,760$15,760$5,026$10,734
Total Events$15,760$15,760$16,368$-608
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarship Awards Payable$358,972
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
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, Section B, Line 11B

“A copy of the form 990 return is provided to the board of trustees and to the administrator for their review prior to the signing and the filing of the return.”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 830 Scholarship Fund
EIN
23-2003122
Phone
2159691012
Address
12298 TOWNSEND ROAD 2ND FLOOR, PHILADELPHIA, PA 19154

Signing Officer

Name
Daniel Grace
Title
Trustee
Phone
2159691012
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Grace
Formed
1975
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund obtained its latest tax-exempt status determination letter from the internal revenue service (irs) on march 10, 1998, in which the irs stated that the fund, as then designed, was in compliance with the applicable requirements under section 501(c)(3) of the internal revenue code (irc) and was, therefore, not subject to tax under present income tax laws. The fund has been amended since receiving its determination letter. However, the trustees and the fund's counsel believe that the fund is currently designed and being operated in compliance with the applicable requirements of the irc. Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and to recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, fund tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 16,368.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 16,368.”

Raw XML AppendixShowing 400 of 445 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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt013079
IRS990/AccountsReceivableGrp/EOYAmt09431
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MERIT-BASED SCHOLARSHIPS TO MEMBERS' DEPENDENT CHILDREN.
IRS990/AllOtherContributionsAmt0325
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TREASURER
IRS990/BooksInCareOfDetail/PhoneNum02159691012
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012298 TOWNSEND ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019154
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0325
IRS990/CYGrantsAndSimilarPaidAmt0124813
IRS990/CYInvestmentIncomeAmt020901
IRS990/CYOtherExpensesAmt019984
IRS990/CYOtherRevenueAmt0-608
IRS990/CYProgramServiceRevenueAmt0122131
IRS990/CYRevenuesLessExpensesAmt0-2048
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0144797
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0142749
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF TEAMSTERS LOCAL 830 WHO ARE EMPLOYED BY PARTICIPATING EMPLOYERS AND TO THE MEMBERS' DEPENDENT CHILDREN WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER AND QUALITIES OF LEADERSHIP AND WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0130176
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08164
IRS990/FeesForServicesAccountingGrp/TotalAmt08164
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesManagementGrp/TotalAmt05000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt030
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL H GRACE
IRS990/Form990PartVIISectionAGrp/PersonNm1LUIS H FONSECA
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW J FUNCHION
IRS990/Form990PartVIISectionAGrp/PersonNm3DOMINIC ORIGLIO
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN O'ROURKE
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES T WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm6SAMUEL J KENISH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINSTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt016368
IRS990/FundraisingGrossIncomeAmt015760
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0124813
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0124813
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0124813
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0159117
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt020901
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020901
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0131991
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF TEAMSTERS LOCAL 830 WHO ARE EMPLOYED BY PARTICIPATING EMPLOYERS AND TO THE MEMBERS' DEPENDENT CHILDREN WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER AND QUALITIES OF LEADERSHIP AND WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0121637
IRS990/NetAssetsOrFundBalancesEOYAmt0118583
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-608
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-608
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1006
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0121637
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0118583
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01427
IRS990/OfficeExpensesGrp/TotalAmt01427
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SELECTION COMMITTEE STI
IRS990/OtherExpensesGrp/Desc1JACKETS
IRS990/OtherExpensesGrp/ProgramServicesAmt04500
IRS990/OtherExpensesGrp/ProgramServicesAmt1863
IRS990/OtherExpensesGrp/TotalAmt04500
IRS990/OtherExpensesGrp/TotalAmt1863
IRS990/OtherLiabilitiesGrp/BOYAmt0344334
IRS990/OtherLiabilitiesGrp/EOYAmt0358972
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0474
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0309
IRS990/PrincipalOfficerNm0DANIEL GRACE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0122131
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0122131
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016200
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0109918
IRS990/PYInvestmentIncomeAmt013678
IRS990/PYOtherExpensesAmt020581
IRS990/PYOtherRevenueAmt03494
IRS990/PYProgramServiceRevenueAmt0120272
IRS990/PYRevenuesLessExpensesAmt023145
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0130499
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0153644
IRS990/ReconcilationRevenueExpnssAmt0-2048
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0122131
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0320427
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0467815
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION HAS CONFIRMED THIS BY REVIEWING THEIR IRS DETERMINATION LETTER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION HAS CONFIRMED THIS BY REVIEWING THEIR IRS DETERMINATION LETTER.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE PURPOSE OF THE FUND IS TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS TO CHILDREN OF MEMBERS OF TEAMSTERS LOCAL 830 WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER AND QUALITIES OF LEADERSHIP AND WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0232003122
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TEAMSTERS LOCAL 830
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt016368
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030
IRS990ScheduleD/ExpensesSubtotalAmt0144767
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1006
IRS990ScheduleD/OtherExpensesIncludedAmt016368
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0358972
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIP AWARDS PAYABLE
IRS990ScheduleD/OtherRevenueAmt016368
IRS990ScheduleD/RevenueNotReportedAmt015362
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030
IRS990ScheduleD/RevenueSubtotalAmt0142719
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND OBTAINED ITS LATEST TAX-EXEMPT STATUS DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) ON MARCH 10, 1998, IN WHICH THE IRS STATED THAT THE FUND, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND WAS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND HAS BEEN AMENDED SINCE RECEIVING ITS DETERMINATION LETTER. HOWEVER, THE TRUSTEES AND THE FUND'S COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 16,368.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE 16,368.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0144797
IRS990ScheduleD/TotalLiabilityAmt0358972
IRS990ScheduleD/TotalRevenuePerForm990Amt0142749
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0158081
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0161135
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016368
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AWARDS BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015760
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-608
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05026
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05026
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011342
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011342
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0124813
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS WARDED TO MEMBERS DEPENDENT CHILDREN
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 RETURN IS PROVIDED TO THE BOARD OF TRUSTEES AND TO THE ADMINISTRATOR FOR THEIR REVIEW PRIOR TO THE SIGNING AND THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL 830 PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3TEAMSTERS LOCAL 830 WELFARE PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231990755
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1230725246
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2237367250
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3231415471
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012298 TOWNSEND ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt112298 TOWNSEND ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt212298 TOWNSEND ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt312298 TOWNSEND ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd219154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd319154
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0465971
IRS990/TotalAssetsEOYAmt0477555
IRS990/TotalAssetsGrp/BOYAmt0465971
IRS990/TotalAssetsGrp/EOYAmt0477555
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0325
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130176
IRS990/TotalFunctionalExpensesGrp/TotalAmt0144797
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0344334
IRS990/TotalLiabilitiesEOYAmt0358972
IRS990/TotalLiabilitiesGrp/BOYAmt0344334
IRS990/TotalLiabilitiesGrp/EOYAmt0358972
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0121637
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0118583
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0130176
IRS990/TotalProgramServiceRevenueAmt0122131
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020293
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0122131
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142749
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.