Civic Intelligence

Mo-Kan Teamsters Health and Welfare Fund

EIN 43-6124888 • 501(c)9 • Kansas City, MO

View Organization Page

Profile

To provide health and welfare benefits for members

PO Box 909500Kansas City, MO 64190-9500

mokanteamstersbenefits.com

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.02x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

49th percentile

4.3%

Higher net margin than 49% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

50th percentile

6.3%

Faster asset growth than 50% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-3.0%

Faster revenue growth than 24% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$15,435,346

Up $917,648 (+6.3%) from 2023

Liabilities

Down

$159,914

Down $91,832 (-36%) from 2023

Net Assets

Up

$15,275,432

Up $1,009,480 (+7.1%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin49th percentile

Revenue

Down

$10,180,509

Down $317,029 (-3.0%) from 2023

Expenses

Down

$9,739,151

Down $1,328,428 (-12%) from 2023

Net Income

Up

$441,358

Up $1,011,399 (+177%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $18,232,311Liabilities 2010: $126,284Net Assets 2010: $18,106,0272010Assets 2011: $17,678,882Liabilities 2011: $61,685Net Assets 2011: $17,617,1972011Assets 2012: $17,294,761Liabilities 2012: $55,954Net Assets 2012: $17,238,8072012Assets 2013: $18,007,783Liabilities 2013: $71,449Net Assets 2013: $17,936,3342013Assets 2014: $16,079,429Liabilities 2014: $133,798Net Assets 2014: $15,945,6312014Assets 2015: $15,588,648Liabilities 2015: $127,734Net Assets 2015: $15,460,9142015Assets 2016: $15,935,633Liabilities 2016: $370,019Net Assets 2016: $15,565,6142016Assets 2017: $13,476,161Liabilities 2017: $353,524Net Assets 2017: $13,122,6372017Assets 2018: $12,366,277Liabilities 2018: $366,880Net Assets 2018: $11,999,3972018Assets 2019: $12,227,622Liabilities 2019: $144,179Net Assets 2019: $12,083,4432019Assets 2020: $13,159,372Liabilities 2020: $93,537Net Assets 2020: $13,065,8352020Assets 2021: $14,649,748Liabilities 2021: $52,749Net Assets 2021: $14,596,9992021Assets 2022: $14,317,618Liabilities 2022: $193,394Net Assets 2022: $14,124,2242022Assets 2023: $14,517,698Liabilities 2023: $251,746Net Assets 2023: $14,265,9522023Assets 2024: $15,435,346Liabilities 2024: $159,914Net Assets 2024: $15,275,4322024

Highlighted filing

2024

Assets$15,435,346
Liabilities$159,914
Net Assets$15,275,432
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $9,705,4192010Expenses 2011: $9,004,0322011Expenses 2012: $9,236,3162012Revenue 2013: $9,225,595Expenses 2013: $8,528,068Net Income 2013: $697,5272013Revenue 2014: $9,073,156Expenses 2014: $11,063,859Net Income 2014: -$1,990,7032014Revenue 2015: $9,417,822Expenses 2015: $9,902,539Net Income 2015: -$484,7172015Revenue 2016: $9,801,085Expenses 2016: $9,696,385Net Income 2016: $104,7002016Revenue 2017: $9,790,352Expenses 2017: $12,233,329Net Income 2017: -$2,442,9772017Revenue 2018: $9,161,364Expenses 2018: $10,284,604Net Income 2018: -$1,123,2402018Revenue 2019: $10,259,393Expenses 2019: $10,175,347Net Income 2019: $84,0462019Revenue 2020: $10,084,068Expenses 2020: $9,101,676Net Income 2020: $982,3922020Revenue 2021: $10,157,233Expenses 2021: $8,626,069Net Income 2021: $1,531,1642021Revenue 2022: $9,916,882Expenses 2022: $9,266,979Net Income 2022: $649,9032022Revenue 2023: $10,497,538Expenses 2023: $11,067,579Net Income 2023: -$570,0412023Revenue 2024: $10,180,509Expenses 2024: $9,739,151Net Income 2024: $441,3582024

Highlighted filing

2024

Revenue$10,180,509
Expenses$9,739,151
Net Income$441,358
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,435,346
Liabilities
$159,914
Net assets
$15,275,432
Revenue
$10,180,509
Expenses
$9,739,151
Net income
$441,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.16$15.3$10.2$9.74$0.44
2023Detailed filing. Detailed filing data is available for this year.$14.5$0.25$14.3$10.5$11.1$0.57
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.19$14.1$9.92$9.27$0.65
2021Detailed filing. Detailed filing data is available for this year.$14.6$0.05$14.6$10.2$8.63$1.53
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.09$13.1$10.1$9.10$0.98
2019Detailed filing. Detailed filing data is available for this year.$12.2$0.14$12.1$10.3$10.2$0.08
2018Detailed filing. Detailed filing data is available for this year.$12.4$0.37$12.0$9.16$10.3$1.12
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.35$13.1$9.79$12.2$2.44
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.37$15.6$9.80$9.70$0.10
2015Detailed filing. Detailed filing data is available for this year.$15.6$0.13$15.5$9.42$9.90$0.48
2014Detailed filing. Detailed filing data is available for this year.$16.1$0.13$15.9$9.07$11.1$1.99
2013Detailed filing. Detailed filing data is available for this year.$18.0$0.07$17.9$9.23$8.53$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.06$17.2$9.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.06$17.6$9.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.13$18.1$9.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$15,839,243
Mission and Program Overview

Mission

To provide health & welfare benefits for members

To provide health and welfare benefits for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,607,871$11,531,534▼ $76,337
Savings and Temporary Cash Investments$1,469,116$2,402,382▲ $933,266
Accounts Receivable$1,118,946$1,300,330▲ $181,384
Cash and Non-Interest-Bearing Accounts$313,248$192,583▼ $120,665
Prepaid Expenses and Deferred Charges$8,517$8,517→ $0
Total Assets$14,517,698$15,435,346▲ $917,648
Liabilities
Accounts Payable and Accrued Expenses$251,746$159,914▼ $91,832
Total Liabilities$251,746$159,914▼ $91,832
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,265,952$15,275,432▲ $1,009,480
Total Net Assets Fund Balance$14,265,952$15,275,432▲ $1,009,480
Total Liabilities and Net Assets / Fund Balance$14,517,698$15,435,346▲ $917,648
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Greg DaveyChairman
Adam PorterTrustee
Cheyenne KeithTrustee
Matt HallTrustee
Mike MalicoatTrustee
Patrick LeisTrustee
Mike KeeranSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,763,716
Investment Income
$404,173
Other Revenue
$12,620
Change in Net Assets
$441,358

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,156,621
Revenue Not Reported on Financial Statements
$23,888
Revenue Not Reported on Form 990
$568,122
Total Revenue per Audited Statements
$10,724,743
Total Revenue per Form 990
$10,180,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$989,812
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---$8,749,339
Fees for Services Management---$368,551
Fees for Services Other---$151,608
Fees for Services Accounting---$123,438
Fees for Services Legal---$118,184
Fees for Service Investment Mgmnt Fees---$26,483
Conferences and Meetings---$7,025
Office Expenses---$2,915
Insurance---$2,613
Other Expenses---$1,129
All Other Expenses---$107
Total Functional Expenses$0$0$0$9,739,151

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,739,151
Expenses per Audited Statements$9,715,263
Total Expenses per Audited Statements$9,715,263
Expenses Not Reported on Financial Statements$23,888
Expenses Not Reported on Form 990$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The trust fund administration is provided by wilson-mcshane corporation.”

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

“Return is presented to board, reviewed by legal counsel and signed by an officer authorized to do so.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

FORM 990, PART VII, SECTION A:

“The salary and benefits information for the trustees who could be considered related to the plan is reported on the respective form 990's for the entities that pay the trustees salaries and benefits.”

Filing and Contact Details

Filer

Filer Name
Mo-kan Teamsters Health and Welfare Fund
EIN
43-6124888
Phone
8165953357
Address
PO BOX 909500, KANSAS CITY, MO 64190-9500

Signing Officer

Name
Greg Davey
Title
Chairman
Phone
8165953357
Signed
2025-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Davey
Formed
1976
Legal Domicile
Mo
Voting Board Members
7
Independent Board Members
0
Employees
17
Volunteers
0

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
Stephanie H Jones
Phone
3146555500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“In accordance with gaap, the plan's management is required to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable taxing authorities. The plan's management has analyzed the tax positions taken by the plan and has concluded that as of december 31, 2024 and 2023, there were no uncertain positions taken, or expected to be taken, that would require the recognition of a liability or disclosure in the financial statements. However, the plan's management believes the plan is no longer subject to income tax examinations prior to 2021. The plan is also subject to routine audits by the dol generally for six years after the statutory date of the annual information return. There are currently no audits in progress for any tax periods.”

Raw XML AppendixShowing 400 of 699 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/PYRevenuesLessExpensesAmt0-570041
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011067579
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010497538
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0441358
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01469116
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02402382
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023888
IRS990ScheduleD/ExpensesSubtotalAmt09715263
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt023888
IRS990ScheduleD/InvestmentExpensesNotIncldAmt023888
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0568122
IRS990ScheduleD/RevenueNotReportedAmt0568122
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt023888
IRS990ScheduleD/RevenueSubtotalAmt010156621
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH GAAP, THE PLAN'S MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. THE PLAN'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. HOWEVER, THE PLAN'S MANAGEMENT BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS PRIOR TO 2021. THE PLAN IS ALSO SUBJECT TO ROUTINE AUDITS BY THE DOL GENERALLY FOR SIX YEARS AFTER THE STATUTORY DATE OF THE ANNUAL INFORMATION RETURN. THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09739151
IRS990ScheduleD/TotalRevenuePerForm990Amt010180509
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010724743
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09715263
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUND ADMINISTRATION IS PROVIDED BY WILSON-MCSHANE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURN IS PRESENTED TO BOARD, REVIEWED BY LEGAL COUNSEL AND SIGNED BY AN OFFICER AUTHORIZED TO DO SO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SALARY AND BENEFITS INFORMATION FOR THE TRUSTEES WHO COULD BE CONSIDERED RELATED TO THE PLAN IS REPORTED ON THE RESPECTIVE FORM 990'S FOR THE ENTITIES THAT PAY THE TRUSTEES SALARIES AND BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
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