Civic Intelligence

Teamsters Union Local 331 Health and Welfare Trust Fund

990 • Fiscal year 2015 • EIN 23-6737795

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 12, 2016

Organization ProfileN/A

View Organization Page

1 Philadelphia AvenueEgg Harbor City, NJ 08215-1168

(609) 485-0837

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-133%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Asset Growth

9th percentile

-11%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

1.3%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,074,654

Down $136,743 (-11%) from 2014

Net Assets

Down

$1,074,654

Down $136,743 (-11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin1st percentile

Revenue

Up

$105,387

Up $1,351 (+1.3%) from 2014

Expenses

Up

$245,136

Up $60,198 (+33%) from 2014

Net Income

Down

-$139,749

Down $58,847 (-73%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $745,638Liabilities 2011: $0Net Assets 2011: $745,6382011Assets 2012: $643,892Liabilities 2012: $0Net Assets 2012: $643,8922012Assets 2013: $1,245,767Liabilities 2013: $1,463Net Assets 2013: $1,244,3042013Assets 2014: $1,211,397Liabilities 2014: $0Net Assets 2014: $1,211,3972014Assets 2015: $1,074,654Liabilities 2015: $0Net Assets 2015: $1,074,6542015Assets 2016: $1,035,256Liabilities 2016: $6,255Net Assets 2016: $1,029,0012016Assets 2017: $1,018,885Liabilities 2017: $12,000Net Assets 2017: $1,006,8852017Assets 2018: $878,521Liabilities 2018: $0Net Assets 2018: $878,5212018Assets 2020: $891,520Liabilities 2020: $0Net Assets 2020: $891,5202020Assets 2021: $928,999Liabilities 2021: $2,170Net Assets 2021: $926,8292021Assets 2022: $804,007Liabilities 2022: $7,604Net Assets 2022: $796,4032022Assets 2023: $900,255Liabilities 2023: $116,796Net Assets 2023: $783,4592023Assets 2024: $830,705Liabilities 2024: $65,597Net Assets 2024: $765,1082024

Highlighted filing

2015

Assets$1,074,654
Liabilities$0
Net Assets$1,074,654
Open 2015 Filing

Operations Trend

Revenue Growth40th percentile

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $210,2952011Expenses 2012: $169,6502012Revenue 2013: $61,073Expenses 2013: $145,521Net Income 2013: -$84,4482013Revenue 2014: $104,036Expenses 2014: $184,938Net Income 2014: -$80,9022014Revenue 2015: $105,387Expenses 2015: $245,136Net Income 2015: -$139,7492015Revenue 2016: $101,253Expenses 2016: $199,186Net Income 2016: -$97,9332016Revenue 2017: $92,717Expenses 2017: $201,785Net Income 2017: -$109,0682017Revenue 2018: $99,011Expenses 2018: $202,575Net Income 2018: -$103,5642018Revenue 2020: $93,046Expenses 2020: $176,880Net Income 2020: -$83,8342020Revenue 2021: $121,218Expenses 2021: $155,900Net Income 2021: -$34,6822021Revenue 2022: $127,410Expenses 2022: $136,967Net Income 2022: -$9,5572022Revenue 2023: $129,351Expenses 2023: $185,653Net Income 2023: -$56,3022023Revenue 2024: $168,364Expenses 2024: $237,231Net Income 2024: -$68,8672024

Highlighted filing

2015

Revenue$105,387
Expenses$245,136
Net Income-$139,749
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 12, 2016
Return Version
2015v2.1
Gross Receipts
$105,387
Mission and Program Overview

Mission

Provide benefits to union members. These benefits include health & welfare benefits, scholarships, training and legal services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,211,397$1,074,654▼ $136,743
Savings and Temporary Cash Investments$672,945$540,631▼ $132,314
Investments in Publicly Traded Securities$514,608$517,613▲ $3,005
Accounts Receivable$19,275$12,439▼ $6,836
Prepaid Expenses and Deferred Charges$2,813$2,813→ $0
Land, Buildings, and Equipment, Net$1,756$1,158▼ $598
Total Assets$1,211,397$1,074,654▼ $136,743
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,211,397$1,074,654▼ $136,743
Total Liabilities and Net Assets / Fund Balance$1,211,397$1,074,654▼ $136,743

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,060$123,359$124,419
Other Land Buildings$98$1,723$1,821
Compensation and Service Providers
Top Officer Pay16th percentile

Board Members and Trustees

NameTitle
Frank Banko IiiTrustee
Frank PhillipsTrustee
Marcus KingTrustee
Thomas RitterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$93,989
Investment Income
$1,638
Other Revenue
$9,760
Change in Net Assets
$-139,749

Audited Revenue Reconciliation

Revenue per Audited Statements
$105,387
Revenue Not Reported on Form 990
$3,006
Total Revenue per Audited Statements
$108,393
Total Revenue per Form 990
$105,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,108
Salaries, Compensation, and Employee Benefits$29,737
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$143,291
Fees for Services Accounting---$33,950
Other Salaries and Wages---$16,040
Occupancy---$15,342
Other Employee Benefits---$11,646
Insurance---$7,352
Fees for Services Other---$6,081
Information Technology---$4,492
Payroll Taxes---$2,051
Office Expenses---$1,317
Depreciation Depletion---$598
Other Expenses---$337
All Other Expenses---$288
Total Functional Expenses$0$0$0$245,136

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$245,136
Total Expenses per Audited Statements$245,136
Total Expenses per Form 990$245,136
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11B

“The trustees are provided a copy of the form 990 prior to issuance. After review of the form it is signed and forwarded to the irs.”

Form 990, Page 6, Part VI, Line 12C

“The fund is subject to the employee retirement income security act (erisa) which outlines prohibitive transaction between parties in interest.”

Form 990, Page 6, Part VI, Line 15A

“The trustees review pay scales and benefit packages for all staff at trustees meetings with written minutes as substantiation of actions taken.”

Form 990, Page 6, Part VI, Line 15B

“The trustees review pay scales and benefit packages for all staff at trustees meetings with written minutes as substantiation of actions taken.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflicts of interest policy, and financial statements are made available to the public on request.”

Filing and Contact Details

Filer

Filer Name
Teamsters Union Local 331
EIN
23-6737795
Phone
6094850837
Address
1 PHILADELPHIA AVENUE, EGG HARBOR CITY, NJ 08215-1168

Signing Officer

Name
Marcus King
Title
Trustee
Phone
6094850837
Signed
2016-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcus King
Formed
1983
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
4
Employees
2

Preparer

Firm
Kosmerl & Company Pc
Address
535 N 5TH ST, READING, PA 19601
Preparer
John C Kosmerl CPA
Phone
6103725815
Raw XML Appendix289 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt019275
IRS990/AccountsReceivableGrp/EOYAmt012439
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO UNION MEMBERS. THESE BENEFITS INCLUDE HEALTH & WELFARE BENEFITS, SCHOLARSHIPS, TRAINING AND LEGAL SERVICES.
IRS990/AllOtherExpensesGrp/TotalAmt0288
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0143291
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum06094850837
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 PHILADELPHIA AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EGG HARBOR CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008215
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0143291
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01638
IRS990/CYOtherExpensesAmt072108
IRS990/CYOtherRevenueAmt09760
IRS990/CYProgramServiceRevenueAmt093989
IRS990/CYRevenuesLessExpensesAmt0-139749
IRS990/CYSalariesCompEmpBnftPaidAmt029737
IRS990/CYTotalExpensesAmt0245136
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0105387
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0598
IRS990/Desc0TO PROVIDE HEALTH, WELFARE, LEGAL SERVICES, SCHOLARSHIP AND TRAINING BENEFITS TO ELIGIBLE MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt033950
IRS990/FeesForServicesOtherGrp/TotalAmt06081
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK BANKO III
IRS990/Form990PartVIISectionAGrp/PersonNm1MARCUS KING
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS RITTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0105387
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt04492
IRS990/InsuranceGrp/TotalAmt07352
IRS990/InvestmentIncomeGrp/ExclusionAmt01638
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01638
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0514608
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0517613
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0125082
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01756
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01158
IRS990/LandBldgEquipCostOrOtherBssAmt0126240
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE BENEFITS TO UNION MEMBERS. THESE BENEFITS INCLUDE HEALTH & WELFARE BENEFITS, SCHOLARSHIPS, TRAINING AND LEGAL SERVICES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01211397
IRS990/NetAssetsOrFundBalancesEOYAmt01074654
IRS990/NetUnrlzdGainsLossesInvstAmt03006
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt015342
IRS990/OfficeExpensesGrp/TotalAmt01317
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011646
IRS990/OtherExpensesGrp/Desc0PAYROLL PROCESSING FEE
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt01513
IRS990/OtherExpensesGrp/TotalAmt1420
IRS990/OtherExpensesGrp/TotalAmt2418
IRS990/OtherExpensesGrp/TotalAmt3337
IRS990/OtherOrganizationDsc0H & W FUND
IRS990/OtherRevenueMiscGrp/Desc0SCHOLARSHIP BANQUET
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt05369
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04391
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05369
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14391
IRS990/OtherRevenueTotalAmt09760
IRS990/OtherSalariesAndWagesGrp/TotalAmt016040
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt02051
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02813
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02813
IRS990/PrincipalOfficerNm0MARCUS KING
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt093989
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt093989
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0123899
IRS990/PYInvestmentIncomeAmt02160
IRS990/PYOtherExpensesAmt040903
IRS990/PYOtherRevenueAmt06338
IRS990/PYProgramServiceRevenueAmt095538
IRS990/PYRevenuesLessExpensesAmt0-80902
IRS990/PYSalariesCompEmpBnftPaidAmt020136
IRS990/PYTotalExpensesAmt0184938
IRS990/PYTotalRevenueAmt0104036
IRS990/ReconcilationRevenueExpnssAmt0-139749
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01211397
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01074654
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0672945
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0540631
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01060
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0123359
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0124419
IRS990ScheduleD/ExpensesSubtotalAmt0245136
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03006
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt098
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01723
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01821
IRS990ScheduleD/RevenueNotReportedAmt03006
IRS990ScheduleD/RevenueSubtotalAmt0105387
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01158
IRS990ScheduleD/TotalExpensesPerForm990Amt0245136
IRS990ScheduleD/TotalRevenuePerForm990Amt0105387
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0108393
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0245136
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO ISSUANCE. AFTER REVIEW OF THE FORM IT IS SIGNED AND FORWARDED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND IS SUBJECT TO THE EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA) WHICH OUTLINES PROHIBITIVE TRANSACTION BETWEEN PARTIES IN INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT TRUSTEES MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01211397
IRS990/TotalAssetsEOYAmt01074654
IRS990/TotalAssetsGrp/BOYAmt01211397
IRS990/TotalAssetsGrp/EOYAmt01074654
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0245136
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01211397
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01074654
IRS990/TotalProgramServiceRevenueAmt093989
IRS990/TotalRevenueGrp/ExclusionAmt07007
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt098380
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0105387
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01211397
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01074654
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 PHILADELPHIA AVE
IRS990/USAddress/CityNm0EGG HARBOR CITY
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008215
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCUS KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06094850837
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS UNION LOCAL 331
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0236737795
ReturnHeader/Filer/PhoneNum06094850837
ReturnHeader/Filer/USAddress/AddressLine1Txt01 PHILADELPHIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0EGG HARBOR CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0082151168
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232872012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSMERL & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 N 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019601
ReturnHeader/PreparerPersonGrp/PhoneNum06103725815
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C KOSMERL CPA
ReturnHeader/ReturnTs02016-10-17T14:46:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,074,654
Liabilities
$0
Net assets
$1,074,654
Revenue
$105,387
Expenses
$245,136
Net income
-$139,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.07$0.77$0.17$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.12$0.78$0.13$0.19$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.80$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.12$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.18$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.10$0.20$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.09$0.20$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.01$1.03$0.10$0.20$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.11$0.25$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.18$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.24$0.06$0.15$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.21