Civic Intelligence

Teamsters Medicare Trust

EIN 43-6059037 • 501(c)9 • St Louis, MO

Profile

To provide health and welfare benefits.

11400 Concord Village AveSt Louis, MO 63123-6973

n/A

Siviq Scores

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

Liabilities / Assets

48th percentile

0.03x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.14x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

20th percentile

-6.0%

Higher net margin than 20% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

38th percentile

3.9%

Faster asset growth than 38% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-2.8%

Faster revenue growth than 19% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$40,247,375

Up $1,520,332 (+3.9%) from 2023

Liabilities

Up

$1,066,585

Up $331,754 (+45%) from 2023

Net Assets

Up

$39,180,790

Up $1,188,578 (+3.1%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin20th percentile

Revenue

Down

$7,408,189

Down $213,880 (-2.8%) from 2023

Expenses

Up

$7,850,708

Up $651,682 (+9.1%) from 2023

Net Income

Down

-$442,519

Down $865,562 (-205%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$60M$40M$20M$0Assets 2010: $25,231,517Liabilities 2010: $547,972Net Assets 2010: $24,683,5452010Assets 2011: $26,965,130Liabilities 2011: $685,542Net Assets 2011: $26,279,5882011Assets 2012: $28,856,624Liabilities 2012: $634,053Net Assets 2012: $28,222,5712012Assets 2013: $29,755,494Liabilities 2013: $598,910Net Assets 2013: $29,156,5842013Assets 2014: $30,914,452Liabilities 2014: $672,897Net Assets 2014: $30,241,5552014Assets 2015: $30,619,052Liabilities 2015: $657,034Net Assets 2015: $29,962,0182015Assets 2016: $31,179,181Liabilities 2016: $675,463Net Assets 2016: $30,503,7182016Assets 2017: $32,344,083Liabilities 2017: $710,910Net Assets 2017: $31,633,1732017Assets 2018: $31,437,856Liabilities 2018: $711,520Net Assets 2018: $30,726,3362018Assets 2019: $35,084,163Liabilities 2019: $743,342Net Assets 2019: $34,340,8212019Assets 2020: $38,168,574Liabilities 2020: $655,582Net Assets 2020: $37,512,9922020Assets 2021: $41,961,685Liabilities 2021: $698,270Net Assets 2021: $41,263,4152021Assets 2022: $35,742,582Liabilities 2022: $697,928Net Assets 2022: $35,044,6542022Assets 2023: $38,727,043Liabilities 2023: $734,831Net Assets 2023: $37,992,2122023Assets 2024: $40,247,375Liabilities 2024: $1,066,585Net Assets 2024: $39,180,7902024

Highlighted filing

2024

Assets$40,247,375
Liabilities$1,066,585
Net Assets$39,180,790
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $5,479,7332010Revenue 2011: $7,284,081Expenses 2011: $6,084,995Net Income 2011: $1,199,0862011Expenses 2012: $5,795,8292012Revenue 2013: $7,379,109Expenses 2013: $6,388,229Net Income 2013: $990,8802013Revenue 2014: $6,881,435Expenses 2014: $6,477,753Net Income 2014: $403,6822014Revenue 2015: $6,890,077Expenses 2015: $6,707,106Net Income 2015: $182,9712015Revenue 2016: $6,779,956Expenses 2016: $6,690,861Net Income 2016: $89,0952016Revenue 2017: $6,909,258Expenses 2017: $7,036,957Net Income 2017: -$127,6992017Revenue 2018: $6,907,439Expenses 2018: $6,884,625Net Income 2018: $22,8142018Revenue 2019: $8,271,929Expenses 2019: $6,864,243Net Income 2019: $1,407,6862019Revenue 2020: $7,076,703Expenses 2020: $6,750,607Net Income 2020: $326,0962020Revenue 2021: $8,359,565Expenses 2021: $6,860,333Net Income 2021: $1,499,2322021Revenue 2022: $6,988,873Expenses 2022: $6,818,167Net Income 2022: $170,7062022Revenue 2023: $7,622,069Expenses 2023: $7,199,026Net Income 2023: $423,0432023Revenue 2024: $7,408,189Expenses 2024: $7,850,708Net Income 2024: -$442,5192024

Highlighted filing

2024

Revenue$7,408,189
Expenses$7,850,708
Net Income-$442,519
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,247,375
Liabilities
$1,066,585
Net assets
$39,180,790
Revenue
$7,408,189
Expenses
$7,850,708
Net income
-$442,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.2$1.07$39.2$7.41$7.85$0.44
2023Detailed filing. Detailed filing data is available for this year.$38.7$0.73$38.0$7.62$7.20$0.42
2022Detailed filing. Detailed filing data is available for this year.$35.7$0.70$35.0$6.99$6.82$0.17
2021Detailed filing. Detailed filing data is available for this year.$42.0$0.70$41.3$8.36$6.86$1.50
2020Detailed filing. Detailed filing data is available for this year.$38.2$0.66$37.5$7.08$6.75$0.33
2019Detailed filing. Detailed filing data is available for this year.$35.1$0.74$34.3$8.27$6.86$1.41
2018Detailed filing. Detailed filing data is available for this year.$31.4$0.71$30.7$6.91$6.88$0.02
2017Detailed filing. Detailed filing data is available for this year.$32.3$0.71$31.6$6.91$7.04$0.13
2016Detailed filing. Detailed filing data is available for this year.$31.2$0.68$30.5$6.78$6.69$0.09
2015Detailed filing. Detailed filing data is available for this year.$30.6$0.66$30.0$6.89$6.71$0.18
2014Detailed filing. Detailed filing data is available for this year.$30.9$0.67$30.2$6.88$6.48$0.40
2013Detailed filing. Detailed filing data is available for this year.$29.8$0.60$29.2$7.38$6.39$0.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$0.63$28.2$5.80
2011Summary only. Only limited summary data is available for this year.$27.0$0.69$26.3$7.28$6.08$1.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.2$0.55$24.7$5.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Gross Receipts
$16,399,638
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,992,212$39,180,790▲ $1,188,578
Investments Other Securities$24,465,196$25,107,568▲ $642,372
Investments in Publicly Traded Securities$13,363,552$13,954,625▲ $591,073
Cash and Non-Interest-Bearing Accounts$561,231$906,667▲ $345,436
Accounts Receivable$314,232$252,617▼ $61,615
Prepaid Expenses and Deferred Charges$22,832$25,898▲ $3,066
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$38,727,043$40,247,375▲ $1,520,332
Liabilities
Accounts Payable and Accrued Expenses$488,663$819,032▲ $330,369
Deferred Revenue$233,099$230,534▼ $2,565
Other Liabilities$13,069$17,019▲ $3,950
Total Liabilities$734,831$1,066,585▲ $331,754
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,992,212$39,180,790▲ $1,188,578
Total Liabilities and Net Assets / Fund Balance$38,727,043$40,247,375▲ $1,520,332

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$376,159$376,159
Other Securities$24,664,319--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Jim BarrettChairman
Richard DiffleyAlternative Union Trustee
David FrimmlEmployer Trustee
Kevin CochranEmployer Trustee
Dan ThackerUnion Trustee
Doug CarlsonUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,805,841
Investment Income
$1,602,348
Other Revenue
$0
Change in Net Assets
$-442,519

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,408,189
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,631,097
Total Revenue per Audited Statements
$9,039,286
Total Revenue per Form 990
$7,408,189
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$607,822
Salaries, Compensation, and Employee Benefits$563,997
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,678,889
Information Technology---$683,070
Other Salaries and Wages---$307,841
Other Employee Benefits---$232,689
Occupancy---$43,200
Fees for Services Accounting---$29,500
Other Expenses---$29,126
Payroll Taxes---$23,467
Insurance---$16,290
Fees for Services Legal---$12,452
All Other Expenses---$-584,419
Total Functional Expenses$0$0$0$7,850,708

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,850,708
Total Expenses per Form 990$7,850,708
Total Expenses per Audited Statements$7,715,353
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-135,355
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation$16,199
Accrued Payroll and Payroll Taxes$820
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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 A, Line 8B

“The organization does not have committees that can act on behalf of the governing body.”

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

“Form 990 is prepared by independent cpa firm and reviewed by the chairman of the board of trustees. After filing it is available to all members of the governing board upon request.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Teamsters Medicare Trust
EIN
43-6059037
Phone
3143770080
Address
11400 CONCORD VILLAGE AVE, ST LOUIS, MO 63123-6973

Signing Officer

Name
Jim Barrett
Title
Trustee
Phone
3145135888
Signed
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Barrett
Formed
1967
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
0

Preparer

Firm
Kiefer Bonfanti & Co Llp
Address
701 EMERSON ROAD, ST LOUIS, MO 63141
Preparer
Mary a Greencpa
Phone
3148121100
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in claims payable -135,355.”

Raw XML Appendix340 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/AccountsPayableAccrExpnssGrp/BOYAmt0488663
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0819032
IRS990/AccountsReceivableGrp/BOYAmt0314232
IRS990/AccountsReceivableGrp/EOYAmt0252617
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/AllOtherExpensesGrp/TotalAmt0-584419
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt06678889
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL 688 INS & WEL ADM O
IRS990/BooksInCareOfDetail/PhoneNum03143770080
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011400 CONCORD VILLAGE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0631236973
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0561231
IRS990/CashNonInterestBearingGrp/EOYAmt0906667
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt06678889
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01602348
IRS990/CYOtherExpensesAmt0607822
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05805841
IRS990/CYRevenuesLessExpensesAmt0-442519
IRS990/CYSalariesCompEmpBnftPaidAmt0563997
IRS990/CYTotalExpensesAmt07850708
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07408189
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0233099
IRS990/DeferredRevenueGrp/EOYAmt0230534
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. FOR 2024, THE PLAN PROVIDED $6,678,889 IN BENEFITS TO MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt029500
IRS990/FeesForServicesLegalGrp/TotalAmt012452
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUG CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN COCHRAN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD DIFFLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID FRIMML
IRS990/Form990PartVIISectionAGrp/PersonNm5DAN THACKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALTERNATIVE UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0572127
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09563576
IRS990/GrossReceiptsAmt016399638
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0683070
IRS990/InsuranceGrp/TotalAmt016290
IRS990/InvestmentIncomeGrp/ExclusionAmt01030221
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01030221
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt024465196
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt025107568
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013363552
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013954625
IRS990/IRPDocumentCnt0597
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0376159
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0376159
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08991449
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt037992212
IRS990/NetAssetsOrFundBalancesEOYAmt039180790
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0572127
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0572127
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01631097
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt043200
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0232689
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1PRINTING AND SUPPLIES
IRS990/OtherExpensesGrp/Desc2SOFTWARE SUPPORT
IRS990/OtherExpensesGrp/Desc3FIDUCIARY INSURANCE/BON
IRS990/OtherExpensesGrp/TotalAmt0208721
IRS990/OtherExpensesGrp/TotalAmt1138859
IRS990/OtherExpensesGrp/TotalAmt231023
IRS990/OtherExpensesGrp/TotalAmt329126
IRS990/OtherLiabilitiesGrp/BOYAmt013069
IRS990/OtherLiabilitiesGrp/EOYAmt017019
IRS990/OtherSalariesAndWagesGrp/TotalAmt0307841
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt023467
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022832
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025898
IRS990/PrincipalOfficerNm0JIM BARRETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER/EMPLOYEE CONTR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05805841
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05805841
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06407344
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01477736
IRS990/PYOtherExpensesAmt0257556
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06144333
IRS990/PYRevenuesLessExpensesAmt0423043
IRS990/PYSalariesCompEmpBnftPaidAmt0534126
IRS990/PYTotalExpensesAmt07199026
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07622069
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-442519
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt037992212
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039180790
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-135355
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07850708
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01631097
IRS990ScheduleD/OtherExpensesIncludedAmt0-135355
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0376159
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0376159
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0820
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116199
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL AND PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt097169
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1346080
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt224664319
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DIVIDEND/INTEREST RECEIVABLE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CASH EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2REGISTERED INVESTMENT COMPANIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt01631097
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07408189
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN CLAIMS PAYABLE -135,355.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt025107568
IRS990ScheduleD/TotalExpensesPerForm990Amt07850708
IRS990ScheduleD/TotalLiabilityAmt017019
IRS990ScheduleD/TotalRevenuePerForm990Amt07408189
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09039286
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07715353
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY INDEPENDENT CPA FIRM AND REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES. AFTER FILING IT IS AVAILABLE TO ALL MEMBERS OF THE GOVERNING BOARD UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt038727043
IRS990/TotalAssetsEOYAmt040247375
IRS990/TotalAssetsGrp/BOYAmt038727043
IRS990/TotalAssetsGrp/EOYAmt040247375
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt07850708
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0734831
IRS990/TotalLiabilitiesEOYAmt01066585
IRS990/TotalLiabilitiesGrp/BOYAmt0734831
IRS990/TotalLiabilitiesGrp/EOYAmt01066585
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037992212
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039180790
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05805841
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01030221
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06377968
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07408189
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038727043
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt040247375
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04349 WOODSON ROAD SUITE 300
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063134
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03145135888
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS MEDICARE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR RETIRED EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0436059037
ReturnHeader/Filer/PhoneNum03143770080
ReturnHeader/Filer/USAddress/AddressLine1Txt011400 CONCORD VILLAGE AVE
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0631236973
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431061959
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIEFER BONFANTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 EMERSON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03148121100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY A GREENCPA
ReturnHeader/ReturnTs02025-07-29T15:39:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.