Civic Intelligence

Teamsters Medicare Trust for Retired Employees

990 • Fiscal year 2021 • EIN 43-6059037

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 13, 2022

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

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.08x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Asset Growth

53rd percentile

9.9%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

18%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$41,961,685

Up $3,793,111 (+9.9%) from 2020

Net Assets

Up

$41,263,415

Up $3,750,423 (+10.0%) from 2020

Liabilities

Up

$698,270

Up $42,688 (+6.5%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin72nd percentile

Revenue

Up

$8,359,565

Up $1,282,862 (+18%) from 2020

Expenses

Up

$6,860,333

Up $109,726 (+1.6%) from 2020

Net Income

Up

$1,499,232

Up $1,173,136 (+360%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2021

Assets$41,961,685
Liabilities$698,270
Net Assets$41,263,415
Open 2021 Filing

Operations Trend

Revenue Growth77th 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

2021

Revenue$8,359,565
Expenses$6,860,333
Net Income$1,499,232
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 13, 2022
Return Version
2021v4.2
Gross Receipts
$16,625,275
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$37,512,992$41,263,415▲ $3,750,423
Investments Other Securities$26,349,161$28,569,020▲ $2,219,859
Investments in Publicly Traded Securities$10,781,372$12,285,816▲ $1,504,444
Cash and Non-Interest-Bearing Accounts$787,174$827,169▲ $39,995
Accounts Receivable$232,907$247,749▲ $14,842
Prepaid Expenses and Deferred Charges$17,353$31,931▲ $14,578
Land, Buildings, and Equipment, Net$607$0▼ $607
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$38,168,574$41,961,685▲ $3,793,111
Liabilities
Accounts Payable and Accrued Expenses$338,720$404,292▲ $65,572
Deferred Revenue$249,875$252,775▲ $2,900
Other Liabilities$66,987$41,203▼ $25,784
Total Liabilities$655,582$698,270▲ $42,688
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,512,992$41,263,415▲ $3,750,423
Total Liabilities and Net Assets / Fund Balance$38,168,574$41,961,685▲ $3,793,111

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$421,359$421,359
Other Securities$28,211,797--
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
John Becker JrAlternative Union Trustee
Richard DiffleyAlternative Union Trustee
Kevin CochranEmployer Trustee
Mark JacobsEmployer Trustee
Dan ThackerUnion Trustee
Doug CarlsonUnion Trustee
Jim StuckelUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,086,452
Investment Income
$2,273,113
Other Revenue
$0
Change in Net Assets
$1,499,232

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,359,565
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,251,191
Total Revenue per Audited Statements
$10,610,756
Total Revenue per Form 990
$8,359,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$666,119
Other Expenses$180,415
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,013,799
Other Salaries and Wages---$361,073
Other Employee Benefits---$274,560
Occupancy---$85,115
Other Expenses---$32,377
Payroll Taxes---$30,486
Fees for Services Accounting---$27,575
Insurance---$16,863
Information Technology---$13,470
Fees for Services Legal---$5,755
Depreciation Depletion---$606
All Other Expenses---$-282,243
Total Functional Expenses$0$0$0$6,860,333

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,860,333
Total Expenses per Form 990$6,860,333
Total Expenses per Audited Statements$6,824,932
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-35,401
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$37,509
Accrued Payroll and Payroll Taxes$3,694
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
3145135835
Address
4349 WOODSON ROAD SUITE 300, ST LOUIS, MO 63134

Signing Officer

Name
Jim Stuckel
Title
Trustee
Phone
3145135888
Signed
2022-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Stuckel
Formed
1967
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
7
Employees
8
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 -35,401.”

Raw XML Appendix352 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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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt02251191
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08359565
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN CLAIMS PAYABLE -35,401.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt028569020
IRS990ScheduleD/TotalExpensesPerForm990Amt06860333
IRS990ScheduleD/TotalLiabilityAmt041203
IRS990ScheduleD/TotalRevenuePerForm990Amt08359565
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010610756
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06824932
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/TotalAssetsBOYAmt038168574
IRS990/TotalAssetsEOYAmt041961685
IRS990/TotalAssetsGrp/BOYAmt038168574
IRS990/TotalAssetsGrp/EOYAmt041961685
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt06860333
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0655582
IRS990/TotalLiabilitiesEOYAmt0698270
IRS990/TotalLiabilitiesGrp/BOYAmt0655582
IRS990/TotalLiabilitiesGrp/EOYAmt0698270
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt037512992
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt041263415
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt06086452
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0621602
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07737963
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08359565
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038168574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt041961685
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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM STUCKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03145135888
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-13
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/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/PreparationDt02022-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY A GREENCPA
ReturnHeader/ReturnTs02022-09-19T10:11:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUCKEL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,961,685
Liabilities
$698,270
Net assets
$41,263,415
Revenue
$8,359,565
Expenses
$6,860,333
Net income
$1,499,232
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