Civic Intelligence

Teamsters Union Local 331 Health and Welfare Trust Fund

990 • Fiscal year 2020 • EIN 23-6737795

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

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

36th percentile

0.00x

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.00x

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-90%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

30th percentile

0.7%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2020

Revenue Growth

43rd percentile

-3.1%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$891,520

Up $12,999 (+1.5%) from 2018

Net Assets

Up

$891,520

Up $12,999 (+1.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin1st percentile

Revenue

Down

$93,046

Down $5,965 (-6.0%) from 2018

Expenses

Down

$176,880

Down $25,695 (-13%) from 2018

Net Income

Up

-$83,834

Up $19,730 (+19%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$891,520
Liabilities$0
Net Assets$891,520
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$93,046
Expenses$176,880
Net Income-$83,834
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Gross Receipts
$93,046
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$898,952$891,520▼ $7,432
Investments in Publicly Traded Securities$746,734$733,136▼ $13,598
Savings and Temporary Cash Investments$136,581$142,232▲ $5,651
Accounts Receivable$12,824$13,339▲ $515
Prepaid Expenses and Deferred Charges$2,813$2,813→ $0
Total Assets$898,952$891,520▼ $7,432
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$898,952$891,520▼ $7,432
Total Liabilities and Net Assets / Fund Balance$898,952$891,520▼ $7,432

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$124,419$124,419
Other Land Buildings-$1,821$1,821
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Abimael OrtizTrustee
Luis FonsecaTrustee
Marcus KingTrustee
Steve KurtzTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$89,981
Investment Income
$101
Other Revenue
$2,964
Change in Net Assets
$-83,834

Audited Revenue Reconciliation

Revenue per Audited Statements
$93,046
Revenue Not Reported on Form 990
$76,402
Total Revenue per Audited Statements
$169,448
Total Revenue per Form 990
$93,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,177
Salaries, Compensation, and Employee Benefits$31,917
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$96,786
Occupancy---$16,409
Fees for Services Accounting---$15,500
Other Salaries and Wages---$15,001
Pension Plan Contributions---$8,612
Information Technology---$7,070
Other Employee Benefits---$6,920
Insurance---$4,570
Fees for Services Legal---$2,333
Payroll Taxes---$1,384
Fees for Services Other---$1,000
Office Expenses---$767
Other Expenses---$320
Conferences and Meetings---$208
Total Functional Expenses$0$0$0$176,880

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$176,880
Total Expenses per Audited Statements$176,880
Total Expenses per Form 990$176,880
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 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
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
2021-11-02
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
3

Preparer

Firm
Kosmerl & Company Pc
Address
535 N 5TH ST, READING, PA 19601
Preparer
John C Kosmerl CPA
Phone
6103725815
Raw XML Appendix280 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/BOYAmt012824
IRS990/AccountsReceivableGrp/EOYAmt013339
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO UNION MEMBERS. THESE BENEFITS INCLUDE HEALTH & WELFARE BENEFITS, SCHOLARSHIPS, TRAINING AND LEGAL SERVICES.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt096786
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt0208
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt096786
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0101
IRS990/CYOtherExpensesAmt048177
IRS990/CYOtherRevenueAmt02964
IRS990/CYProgramServiceRevenueAmt089981
IRS990/CYRevenuesLessExpensesAmt0-83834
IRS990/CYSalariesCompEmpBnftPaidAmt031917
IRS990/CYTotalExpensesAmt0176880
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt093046
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE HEALTH, WELFARE, LEGAL SERVICES, SCHOLARSHIP AND TRAINING BENEFITS TO ELIGIBLE MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt015500
IRS990/FeesForServicesLegalGrp/TotalAmt02333
IRS990/FeesForServicesOtherGrp/TotalAmt01000
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/PersonNm0MARCUS KING
IRS990/Form990PartVIISectionAGrp/PersonNm1ABIMAEL ORTIZ
IRS990/Form990PartVIISectionAGrp/PersonNm2LUIS FONSECA
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE KURTZ
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/GrossReceiptsAmt093046
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt07070
IRS990/InsuranceGrp/TotalAmt04570
IRS990/InvestmentIncomeGrp/ExclusionAmt0101
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0746734
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0733136
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0126240
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/NetAssetsOrFundBalancesBOYAmt0898952
IRS990/NetAssetsOrFundBalancesEOYAmt0891520
IRS990/NetUnrlzdGainsLossesInvstAmt076402
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt016409
IRS990/OfficeExpensesGrp/TotalAmt0767
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06920
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0320
IRS990/OtherOrganizationDsc0H & W FUND
IRS990/OtherRevenueMiscGrp/Desc0SCHOLARSHIP BANQUET
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02964
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02964
IRS990/OtherRevenueTotalAmt02964
IRS990/OtherSalariesAndWagesGrp/TotalAmt015001
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt01384
IRS990/PensionPlanContributionsGrp/TotalAmt08612
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02813
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02813
IRS990/PrincipalOfficerNm0MARCUS KING
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt089981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt089981
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0129984
IRS990/PYInvestmentIncomeAmt0400
IRS990/PYOtherExpensesAmt053269
IRS990/PYOtherRevenueAmt04054
IRS990/PYProgramServiceRevenueAmt089873
IRS990/PYRevenuesLessExpensesAmt0-118258
IRS990/PYSalariesCompEmpBnftPaidAmt029332
IRS990/PYTotalExpensesAmt0212585
IRS990/PYTotalRevenueAmt094327
IRS990/ReconcilationRevenueExpnssAmt0-83834
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0898952
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0891520
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0136581
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0142232
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0124419
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0124419
IRS990ScheduleD/ExpensesSubtotalAmt0176880
IRS990ScheduleD/NetUnrealizedGainsInvstAmt076402
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01821
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01821
IRS990ScheduleD/RevenueNotReportedAmt076402
IRS990ScheduleD/RevenueSubtotalAmt093046
IRS990ScheduleD/TotalExpensesPerForm990Amt0176880
IRS990ScheduleD/TotalRevenuePerForm990Amt093046
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0169448
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0176880
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0898952
IRS990/TotalAssetsEOYAmt0891520
IRS990/TotalAssetsGrp/BOYAmt0898952
IRS990/TotalAssetsGrp/EOYAmt0891520
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176880
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0898952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0891520
IRS990/TotalProgramServiceRevenueAmt089981
IRS990/TotalRevenueGrp/ExclusionAmt0101
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt092945
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093046
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0898952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0891520
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCUS KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06094850837
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
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/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C KOSMERL CPA
ReturnHeader/ReturnTs02021-11-12T13:54:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARCUS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KING
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$891,520
Liabilities
$0
Net assets
$891,520
Revenue
$93,046
Expenses
$176,880
Net income
-$83,834
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