Civic Intelligence

Teamsters Medicare Trust for Retired Employees

990 • Fiscal year 2017 • EIN 43-6059037

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

Organization ProfileN/A
4349 Woodson Road Suite 300St Louis, MO 63134

(314) 513-5835

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.10x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

25th percentile

-1.8%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

33rd percentile

3.7%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

1.9%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$32,344,083

Up $1,164,902 (+3.7%) from 2016

Net Assets

Up

$31,633,173

Up $1,129,455 (+3.7%) from 2016

Liabilities

Up

$710,910

Up $35,447 (+5.2%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin25th percentile

Revenue

Up

$6,909,258

Up $129,302 (+1.9%) from 2016

Expenses

Up

$7,036,957

Up $346,096 (+5.2%) from 2016

Net Income

Down

-$127,699

Down $216,794 (-243%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2017

Assets$32,344,083
Liabilities$710,910
Net Assets$31,633,173
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$6,909,258
Expenses$7,036,957
Net Income-$127,699
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 14, 2018
Return Version
2017v2.3
Gross Receipts
$10,257,825
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$30,503,718$31,633,173▲ $1,129,455
Investments Other Securities$18,458,477$19,312,725▲ $854,248
Investments in Publicly Traded Securities$11,859,498$11,633,411▼ $226,087
Cash and Non-Interest-Bearing Accounts$586,671$1,048,729▲ $462,058
Accounts Receivable$266,572$302,411▲ $35,839
Prepaid Expenses and Deferred Charges$7,637$41,858▲ $34,221
Land, Buildings, and Equipment, Net$326$4,949▲ $4,623
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,179,181$32,344,083▲ $1,164,902
Liabilities
Accounts Payable and Accrued Expenses$438,905$457,617▲ $18,712
Deferred Revenue$236,558$237,399▲ $841
Other Liabilities$0$15,894▲ $15,894
Total Liabilities$675,463$710,910▲ $35,447
Net Assets / Fund Balance
Total Net Assets Fund Balance$30,503,718$31,633,173▲ $1,129,455
Total Liabilities and Net Assets / Fund Balance$31,179,181$32,344,083▲ $1,164,902

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,949$416,410$421,359
Other Securities$18,982,039--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jeffrey HallAlternative Union Trustee
John Becker JrAlternative Union Trustee
Richard DiffleyAlternative Union Trustee
Jim StuckelUnion Trustee
Michael LieserUnion Trustee
Abbie OttenEmployer Trutee
Don SchaperEmployer Trutee
Kevin CochranEmployer Trutee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,188,252
Investment Income
$721,006
Other Revenue
$0
Change in Net Assets
$-127,699

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,909,258
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,257,154
Total Revenue per Audited Statements
$8,166,412
Total Revenue per Form 990
$6,909,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$861,129
Salaries, Compensation, and Employee Benefits$168,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,007,771
Other Salaries and Wages---$92,080
Other Employee Benefits---$69,520
Other Expenses---$62,965
Occupancy---$18,903
Fees for Services Accounting---$17,900
Fees for Services Legal---$10,556
Insurance---$9,091
Payroll Taxes---$6,457
Depreciation Depletion---$3,616
Information Technology---$2,250
All Other Expenses---$-84,876
Total Functional Expenses$0$0$0$7,036,957

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,050,450
Expenses per Audited Statements$7,036,957
Total Expenses per Form 990$7,036,957
Expenses Not Reported on Form 990$13,493
Expenses Not Reported on Financial Statements$0
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 Payroll$6,350
Accrued Vacation$4,599
Capital Lease$2,947
Accrued Payroll Taxes$1,770
Other Accrued Liabilities$228
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
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
3145135835
Address
4349 WOODSON ROAD SUITE 300, ST LOUIS, MO 63134

Signing Officer

Name
Jim Stuckel
Title
Trustee
Phone
3145135888
Signed
2018-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Stuckel
Formed
1967
Legal Domicile
Mo
Voting Board Members
8
Independent Board Members
8
Employees
6
Volunteers
0

Preparer

Firm
Kiefer Bonfanti & Co Llp
Address
701 EMERSON ROAD STE 201, ST LOUIS, MO 63141
Preparer
Robert R Boast CPA
Phone
3148121100
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in claims payable 13,493.”

Raw XML Appendix365 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATIVE UNION TRUSTEE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4228
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CAPITAL LEASE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt071630
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1259056
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt218982039
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DIVIDEND/INTEREST RECEIVABLE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CASH EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2REGISTERED INVESTMENT COMPANIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt01257154
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06909258
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN CLAIMS PAYABLE 13,493.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04949
IRS990ScheduleD/TotalBookValueSecuritiesAmt019312725
IRS990ScheduleD/TotalExpensesPerForm990Amt07036957
IRS990ScheduleD/TotalLiabilityAmt015894
IRS990ScheduleD/TotalRevenuePerForm990Amt06909258
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08166412
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07050450
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt031179181
IRS990/TotalAssetsEOYAmt032344083
IRS990/TotalAssetsGrp/BOYAmt031179181
IRS990/TotalAssetsGrp/EOYAmt032344083
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt07036957
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0675463
IRS990/TotalLiabilitiesEOYAmt0710910
IRS990/TotalLiabilitiesGrp/BOYAmt0675463
IRS990/TotalLiabilitiesGrp/EOYAmt0710910
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030503718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031633173
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06188252
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0700470
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06208788
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06909258
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt031179181
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032344083
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/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM STUCKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03145135888
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS MEDICARE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR RETIRED EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0436059037
ReturnHeader/Filer/PhoneNum03145135835
ReturnHeader/Filer/USAddress/AddressLine1Txt04349 WOODSON ROAD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063134
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BE8C620A2AA08F3DB324ADBFF73254A192310843
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B030C05FE8EA1DC45DCAAF5725D151108DD7FEC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.153.96.247
ReturnHeader/FilingSecurityInformation/IPDt02018-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:09:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431061959
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIEFER BONFANTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 EMERSON ROAD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03148121100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT R BOAST CPA
ReturnHeader/ReturnTs02018-08-16T13:47:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$32,344,083
Liabilities
$710,910
Net assets
$31,633,173
Revenue
$6,909,258
Expenses
$7,036,957
Net income
-$127,699
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