Civic Intelligence

Teamsters Death Benefit Trust Fund

990 • Fiscal year 2017 • EIN 23-7203857

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 18, 2017

Organization ProfileN/A

View Organization Page

225 S Lake AvenuePasadena, CA 91101

(626) 463-6011

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.06x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.1%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

2.4%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$2,020,433

Down $2,552 (-0.1%) from 2016

Net Assets

Down

$1,995,049

Down $1,851 (-0.1%) from 2016

Liabilities

Down

$25,384

Down $701 (-2.7%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin35th percentile

Revenue

Up

$409,238

Up $9,543 (+2.4%) from 2016

Expenses

Up

$411,089

Up $4,974 (+1.2%) from 2016

Net Income

Up

-$1,851

Up $4,569 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,327,444Liabilities 2011: $36,593Net Assets 2011: $2,290,8512011Assets 2012: $2,248,415Liabilities 2012: $26,511Net Assets 2012: $2,221,9042012Assets 2013: $2,160,963Liabilities 2013: $29,979Net Assets 2013: $2,130,9842013Assets 2014: $2,083,429Liabilities 2014: $22,642Net Assets 2014: $2,060,7872014Assets 2015: $2,026,631Liabilities 2015: $23,311Net Assets 2015: $2,003,3202015Assets 2016: $2,022,985Liabilities 2016: $26,085Net Assets 2016: $1,996,9002016Assets 2017: $2,020,433Liabilities 2017: $25,384Net Assets 2017: $1,995,0492017Assets 2018: $2,050,701Liabilities 2018: $26,134Net Assets 2018: $2,024,5672018Assets 2019: $2,015,055Liabilities 2019: $41,363Net Assets 2019: $1,973,6922019Assets 2020: $2,039,157Liabilities 2020: $24,583Net Assets 2020: $2,014,5742020Assets 2021: $2,201,770Liabilities 2021: $24,188Net Assets 2021: $2,177,5822021Assets 2022: $2,026,425Liabilities 2022: $26,700Net Assets 2022: $1,999,7252022Assets 2023: $1,939,961Liabilities 2023: $27,857Net Assets 2023: $1,912,1042023Assets 2024: $1,920,033Liabilities 2024: $33,578Net Assets 2024: $1,886,4552024

Highlighted filing

2017

Assets$2,020,433
Liabilities$25,384
Net Assets$1,995,049
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $420,5322011Expenses 2012: $394,6292012Expenses 2013: $380,8512013Revenue 2014: $295,353Expenses 2014: $365,550Net Income 2014: -$70,1972014Revenue 2015: $293,688Expenses 2015: $351,155Net Income 2015: -$57,4672015Revenue 2016: $399,695Expenses 2016: $406,115Net Income 2016: -$6,4202016Revenue 2017: $409,238Expenses 2017: $411,089Net Income 2017: -$1,8512017Revenue 2018: $438,283Expenses 2018: $408,765Net Income 2018: $29,5182018Revenue 2019: $413,358Expenses 2019: $464,233Net Income 2019: -$50,8752019Revenue 2020: $439,313Expenses 2020: $398,431Net Income 2020: $40,8822020Revenue 2021: $526,440Expenses 2021: $363,432Net Income 2021: $163,0082021Revenue 2022: $216,918Expenses 2022: $394,775Net Income 2022: -$177,8572022Revenue 2023: $336,774Expenses 2023: $424,395Net Income 2023: -$87,6212023Revenue 2024: $479,997Expenses 2024: $505,646Net Income 2024: -$25,6492024

Highlighted filing

2017

Revenue$409,238
Expenses$411,089
Net Income-$1,851
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 18, 2017
Return Version
2016v3.0
Gross Receipts
$1,041,853
Mission and Program Overview

Mission

The plan provides death benefit for covered employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,059,295$1,460,431▲ $401,136
Savings and Temporary Cash Investments$927,795$500,931▼ $426,864
Cash and Non-Interest-Bearing Accounts$22,322$33,560▲ $11,238
Prepaid Expenses and Deferred Charges$4,453$10,246▲ $5,793
Accounts Receivable$289$2,630▲ $2,341
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,022,985$2,020,433▼ $2,552
Other Assets Total$8,831$12,635▲ $3,804
Liabilities
Accounts Payable and Accrued Expenses$26,085$25,384▼ $701
Total Liabilities$26,085$25,384▼ $701
Net Assets / Fund Balance
Unrestricted Net Assets$1,996,900$1,995,049▼ $1,851
Total Net Assets Fund Balance$1,996,900$1,995,049▼ $1,851
Total Liabilities and Net Assets / Fund Balance$2,022,985$2,020,433▼ $2,552
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Bill Piercy SrChairman
Gene HulseyChairman
Clacy C GriswoldTrustee
John HarrenTrustee
R G BiggsTrustee
Michael RileySecretary
Steven SteeseSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$339,484
Investment Income
$53,734
Other Revenue
$16,020
Change in Net Assets
$-1,851

Audited Revenue Reconciliation

Revenue per Audited Statements
$409,238
Total Revenue per Audited Statements
$409,238
Total Revenue per Form 990
$409,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$207,076
Fees for Services Other---$39,882
Fees for Services Legal---$16,381
Fees for Service Investment Mgmnt Fees---$10,596
Conferences and Meetings---$10,023
Other Expenses---$4,554
All Other Expenses---$2,457
Total Functional Expenses$0$0$0$411,089

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$411,199
Total Expenses per Audited Statements$411,199
Total Expenses per Form 990$411,089
Expenses Not Reported on Financial Statements$-110
Other Expense Adjustments$-110
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Part VI, Line 11B: Form 990 Review Process

“Form 990 was presented to the Trustees for review before it was filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Trust Fund has adopted a written Conflict of Interest Policy which requires that any person covered by the Policy who either determines or suspects that any actual or possible conflict of interest exists, must disclose the existence of the financial interest giving rise to the conflict and disclose all relevant facts prior to entering into any proposed transaction or arrangement. The Policy further details disclosure procedures to the Board of Trustees.Each Trustee and person with delegated authority who can influence the actions of the Trust Fund is required to sign an annual statement which affirms that such person (1) has received a copy of the Conflict of Interest Policy; (2) has read and understands the Policy; and (3) has agreed to comply with the Policy.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Part VII Compensation of officers, directors, trustees, etc.

“To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.”

Filing and Contact Details

Filer

Filer Name
Teamsters Death Benefit Trust Fund
EIN
23-7203857
Phone
6264636011
Address
225 S LAKE AVENUE, PASADENA, CA 91101

Signing Officer

Name
Gene Hulsey
Title
Chairman
Signed
2017-12-18
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
David Brody & Company
Address
17785 CENTER COURT DR N STE 680, CERRITOS, CA 90703-8573
Preparer
Parbhu Jogia CPA
Phone
5624025222
Raw XML Appendix385 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/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0927795
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0500931
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-110
IRS990ScheduleD/ExpensesSubtotalAmt0411199
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-110
IRS990ScheduleD/RevenueSubtotalAmt0409238
IRS990ScheduleD/TotalExpensesPerForm990Amt0411089
IRS990ScheduleD/TotalRevenuePerForm990Amt0409238
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0409238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0411199
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 was presented to the Trustees for review before it was filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trust Fund has adopted a written Conflict of Interest Policy which requires that any person covered by the Policy who either determines or suspects that any actual or possible conflict of interest exists, must disclose the existence of the financial interest giving rise to the conflict and disclose all relevant facts prior to entering into any proposed transaction or arrangement. The Policy further details disclosure procedures to the Board of Trustees.Each Trustee and person with delegated authority who can influence the actions of the Trust Fund is required to sign an annual statement which affirms that such person (1) has received a copy of the Conflict of Interest Policy; (2) has read and understands the Policy; and (3) has agreed to comply with the Policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3To the extent they may be relevant or required with respect to this Form 990 information return and schedules, the compensation of Plan trustees employed by not-for-profit labor organizations are properly reported on these organizations annual tax filings and are available from the Administrative Office upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VII Compensation of officers, directors, trustees, etc.
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Contributor List
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0Is On File At
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0The Trust Office
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091101
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02022985
IRS990/TotalAssetsEOYAmt02020433
IRS990/TotalAssetsGrp/BOYAmt02022985
IRS990/TotalAssetsGrp/EOYAmt02020433
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0411089
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026085
IRS990/TotalLiabilitiesEOYAmt025384
IRS990/TotalLiabilitiesGrp/BOYAmt026085
IRS990/TotalLiabilitiesGrp/EOYAmt025384
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01996900
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01995049
IRS990/TotalProgramServiceRevenueAmt0339484
IRS990/TotalRevenueGrp/ExclusionAmt0401568
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07670
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0409238
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02022985
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02020433
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01996900
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01995049
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GENE HULSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS DEATH BENEFIT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0237203857
ReturnHeader/Filer/PhoneNum06264636011
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 S LAKE AVENUE
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID BRODY & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017785 CENTER COURT DR N STE 680
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0907038573
ReturnHeader/PreparerPersonGrp/PhoneNum05624025222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Parbhu Jogia CPA
ReturnHeader/ReturnTs02017-12-18T09:37:04-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,020,433
Liabilities
$25,384
Net assets
$1,995,049
Revenue
$409,238
Expenses
$411,089
Net income
-$1,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.03$1.89$0.48$0.51$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.03$1.91$0.34$0.42$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.03$2.00$0.22$0.39$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.02$2.18$0.53$0.36$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.02$2.01$0.44$0.40$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.04$1.97$0.41$0.46$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.03$2.02$0.44$0.41$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.03$2.00$0.41$0.41$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.02$0.03$2.00$0.40$0.41$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.02$2.00$0.29$0.35$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.02$2.06$0.30$0.37$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.03$2.13$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.03$2.22$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.04$2.29$0.42