Civic Intelligence

James R Hoffa Memorial

EIN 52-2206826 • 501(c)3 • Washington, DC

View Organization Page

Profile

To award scholarships to dependents of teamsters union active and retired members in order to enable the recipients to attend accredited post-secondary educational institutions.

4200 Wisconsin Ave NW Ste 106-289Washington, DC 20016

www.jrhmsf.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.09x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

1.89x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

3rd percentile

-91%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$24,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

29th percentile

-1.3%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$16,951,084

Down $223,604 (-1.3%) from 2023

Liabilities

Up

$1,505,572

Up $56,655 (+3.9%) from 2023

Net Assets

Down

$15,445,512

Down $280,259 (-1.8%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin3rd percentile

Revenue

Up

$795,472

Up $868,625 (+1187%) from 2023

Expenses

Up

$1,515,444

Up $180,464 (+14%) from 2023

Net Income

Up

-$719,972

Up $688,161 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,639,747Liabilities 2010: $528,882Net Assets 2010: $8,110,8652010Assets 2011: $10,386,553Liabilities 2011: $525,004Net Assets 2011: $9,861,5492011Assets 2012: $12,534,813Liabilities 2012: $681,042Net Assets 2012: $11,853,7712012Assets 2013: $13,867,622Liabilities 2013: $667,527Net Assets 2013: $13,200,0952013Assets 2014: $15,940,044Liabilities 2014: $977,252Net Assets 2014: $14,962,7922014Assets 2015: $17,646,481Liabilities 2015: $1,465,422Net Assets 2015: $16,181,0592015Assets 2016: $18,324,829Liabilities 2016: $852,949Net Assets 2016: $17,471,8802016Assets 2017: $18,819,770Liabilities 2017: $1,141,167Net Assets 2017: $17,678,6032017Assets 2018: $17,219,780Liabilities 2018: $1,405,732Net Assets 2018: $15,814,0482018Assets 2019: $19,244,567Liabilities 2019: $2,863,639Net Assets 2019: $16,380,9282019Assets 2020: $19,287,613Liabilities 2020: $1,335,122Net Assets 2020: $17,952,4912020Assets 2021: $18,840,750Liabilities 2021: $1,346,621Net Assets 2021: $17,494,1292021Assets 2022: $16,431,780Liabilities 2022: $1,417,207Net Assets 2022: $15,014,5732022Assets 2023: $17,174,688Liabilities 2023: $1,448,917Net Assets 2023: $15,725,7712023Assets 2024: $16,951,084Liabilities 2024: $1,505,572Net Assets 2024: $15,445,5122024

Highlighted filing

2024

Assets$16,951,084
Liabilities$1,505,572
Net Assets$15,445,512
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $511,0172010Expenses 2011: $506,4862011Expenses 2012: $544,5472012Revenue 2013: $2,312,094Expenses 2013: $872,532Net Income 2013: $1,439,5622013Revenue 2014: $3,039,215Expenses 2014: $993,322Net Income 2014: $2,045,8932014Revenue 2015: $2,854,372Expenses 2015: $1,023,169Net Income 2015: $1,831,2032015Revenue 2016: $2,087,298Expenses 2016: $1,223,048Net Income 2016: $864,2502016Revenue 2017: $616,196Expenses 2017: $1,383,771Net Income 2017: -$767,5752017Revenue 2018: $663,546Expenses 2018: $1,858,671Net Income 2018: -$1,195,1252018Revenue 2019: $872,238Expenses 2019: $1,507,813Net Income 2019: -$635,5752019Revenue 2020: $2,230,658Expenses 2020: $1,464,172Net Income 2020: $766,4862020Revenue 2021: $1,384,917Expenses 2021: $1,454,290Net Income 2021: -$69,3732021Revenue 2022: $2,516,570Expenses 2022: $1,547,391Net Income 2022: $969,1792022Revenue 2023: -$73,153Expenses 2023: $1,334,980Net Income 2023: -$1,408,1332023Revenue 2024: $795,472Expenses 2024: $1,515,444Net Income 2024: -$719,9722024

Highlighted filing

2024

Revenue$795,472
Expenses$1,515,444
Net Income-$719,972
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$16,951,084
Liabilities
$1,505,572
Net assets
$15,445,512
Revenue
$795,472
Expenses
$1,515,444
Net income
-$719,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$1.51$15.4$0.80$1.52$0.72
2023Detailed filing. Detailed filing data is available for this year.$17.2$1.45$15.7$0.07$1.33$1.41
2022Detailed filing. Detailed filing data is available for this year.$16.4$1.42$15.0$2.52$1.55$0.97
2021Detailed filing. Detailed filing data is available for this year.$18.8$1.35$17.5$1.38$1.45$0.07
2020Detailed filing. Detailed filing data is available for this year.$19.3$1.34$18.0$2.23$1.46$0.77
2019Detailed filing. Detailed filing data is available for this year.$19.2$2.86$16.4$0.87$1.51$0.64
2018Detailed filing. Detailed filing data is available for this year.$17.2$1.41$15.8$0.66$1.86$1.20
2017Detailed filing. Detailed filing data is available for this year.$18.8$1.14$17.7$0.62$1.38$0.77
2016Detailed filing. Detailed filing data is available for this year.$18.3$0.85$17.5$2.09$1.22$0.86
2015Detailed filing. Detailed filing data is available for this year.$17.6$1.47$16.2$2.85$1.02$1.83
2014Detailed filing. Detailed filing data is available for this year.$15.9$0.98$15.0$3.04$0.99$2.05
2013Detailed filing. Detailed filing data is available for this year.$13.9$0.67$13.2$2.31$0.87$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.68$11.9$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.53$9.86$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.64$0.53$8.11$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$14,252,502
Mission and Program Overview

Mission

To award scholarships to dependents of teamsters union active and retired members in order to enable the recipients to attend accredited post-secondary educational institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,862,111$16,568,324▼ $293,787
Savings and Temporary Cash Investments$193,644$249,575▲ $55,931
Accounts Receivable$53,630$65,757▲ $12,127
Prepaid Expenses and Deferred Charges$38,219$40,344▲ $2,125
Total Assets$17,174,688$16,951,084▼ $223,604
Other Assets Total$27,084$27,084→ $0
Liabilities
Grants Payable$1,412,500$1,440,000▲ $27,500
Accounts Payable and Accrued Expenses$36,417$40,572▲ $4,155
Deferred Revenue-$25,000-
Total Liabilities$1,448,917$1,505,572▲ $56,655
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,725,771$15,445,512▼ $280,259
Total Net Assets Fund Balance$15,725,771$15,445,512▼ $280,259
Total Liabilities and Net Assets / Fund Balance$17,174,688$16,951,084▼ $223,604
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleBaseTotal
Richard BellPresident$24,000$24,000

Board Members and Trustees

NameTitle
Tom MetzingerVice President
David HoffaBoard Member
James HoffaBoard Member
Cindy ImpalaSecretary
Karen RocheTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$458,700
Program Service Revenue
$0
Investment Income
$341,477
Other Revenue
$-4,705
All Other Contributions
$458,700
Change in Net Assets
$-719,972

Audited Revenue Reconciliation

Revenue per Audited Statements
$756,067
Revenue Not Reported on Financial Statements
$39,405
Revenue Not Reported on Form 990
$439,713
Other Revenue Adjustments
$-4,750
Total Revenue per Audited Statements
$1,195,780
Total Revenue per Form 990
$795,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,128,000
Other Expenses$274,585
Salaries, Compensation, and Employee Benefits$112,859
Total Fundraising Expense$30,350
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$968,500--$968,500
Foreign Grants$159,500--$159,500
Fees for Services Accounting-$119,097-$119,097
Other Salaries and Wages-$80,000-$80,000
Fees for Services Other$57,183$1,719$6,840$65,742
Fees for Service Investment Mgmnt Fees-$44,155-$44,155
Current Officers, Directors, Trustees, and Key Employees-$24,000-$24,000
Office Expenses-$4,533$11,834$16,367
Insurance-$12,750-$12,750
Information Technology-$569$11,676$12,245
Payroll Taxes-$8,859-$8,859
Other Expenses-$4,212-$4,212
All Other Expenses-$17-$17
Total Functional Expenses$1,185,183$299,911$30,350$1,515,444

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,515,444
Total Expenses per Audited Statements$1,476,039
Expenses per Audited Statements$1,471,289
Expenses Not Reported on Financial Statements$44,155
Expenses Not Reported on Form 990$4,750
International Activity

International Summary

Offices
0
Employees
0
Spending
$159,500

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesScholarship Awards to Recipients in Region00$159,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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, Section B, Line 11B

“The form 990 is prepared by the organization's accountant who then forwards the return to the governing body for review and signature.”

Form 990, Part VI, Section B, Line 12C

“The organization monitors and reviews its conflict of interest policy on an annual basis.”

Form 990, Part VI, Section B, Line 15A

“Compensation study was done using asae published nonprofit compensation study and was reviewed and approved by the board.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
James R Hoffa Memorial
EIN
52-2206826
Phone
2026707015
Address
4200 WISCONSIN AVE NW STE 106-289, WASHINGTON, DC 20016

Signing Officer

Name
Karen Roche
Title
Treasurer
Phone
2026707015
Signed
2025-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Bell
Formed
1999
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
5
Employees
2
Volunteers
5

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Erin Cranmer
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from the prior year”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on foreign exchange -4,750.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on foreign exchange 4,750.”

Raw XML AppendixShowing 400 of 457 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/PersonNm2KAREN ROCHE
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IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES HOFFA
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/OfficeExpensesGrp/FundraisingAmt011834
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04533
IRS990/OfficeExpensesGrp/TotalAmt016367
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027084
IRS990/OtherAssetsTotalGrp/EOYAmt027084
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CHARITY STATE FILING FE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04212
IRS990/OtherExpensesGrp/TotalAmt04212
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0GAIN/LOSS ON FOREIGN EXCHANGE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-4750
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-4750
IRS990/OtherRevenueTotalAmt0-4705
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt080000
IRS990/OtherSalariesAndWagesGrp/TotalAmt080000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08859
IRS990/PayrollTaxesGrp/TotalAmt08859
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038219
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt040344
IRS990/PrincipalOfficerNm0RICHARD BELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0556882
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0953471
IRS990/PYInvestmentIncomeAmt0-630080
IRS990/PYOtherExpensesAmt0268903
IRS990/PYOtherRevenueAmt045
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1408133
IRS990/PYSalariesCompEmpBnftPaidAmt0112606
IRS990/PYTotalExpensesAmt01334980
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-73153
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-719972
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt045
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0193644
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0249575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0458700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0556882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01881062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01197903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04155061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0530417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0433410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0643303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0581718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0722392
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02911240
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0-4705
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt045
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04175
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt04532
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04047
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58650
IRS990ScheduleA/PublicSupportPY170Pct00.54240
IRS990ScheduleA/PublicSupportTotal170Amt04146468
IRS990ScheduleA/SubstantialContributorsTotAmt08593
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0458700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0556882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01881062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01197903
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04155061
IRS990ScheduleA/TotalSupportAmt07070348
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt027084
IRS990ScheduleD/ExpensesNotReportedAmt04750
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt044155
IRS990ScheduleD/ExpensesSubtotalAmt01471289
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt044155
IRS990ScheduleD/InvestmentExpensesNotIncldAmt044155
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0439713
IRS990ScheduleD/OtherExpensesIncludedAmt04750
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-4750
IRS990ScheduleD/RevenueNotReportedAmt0439713
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt039405
IRS990ScheduleD/RevenueSubtotalAmt0756067
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON FOREIGN EXCHANGE -4,750.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON FOREIGN EXCHANGE 4,750.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01515444
IRS990ScheduleD/TotalRevenuePerForm990Amt0795472
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01195780
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01476039
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0159500
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0SCHOLARSHIP AWARDS TO RECIPIENTS IN REGION
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt0127500
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt128000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt24000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt2CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt013
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt128
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt22
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt1NORTH AMERICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt2NORTH AMERICA
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt04 YEAR SCHOLARSHIP
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt1BOOSTRAP SCHOLARSHIP
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt2VOCATIONAL SCHOLARSHIP
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0159500
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0FOUR YEAR SCHOLARSHIPS ARE AWARDED IN THE AMOUNT OF $10,000 TO A MINIMUM OF 5 RECIPIENTS FROM EACH CONFERENCE AND ARE DISBURSED AT THE RATE OF $2,500 PER YEAR ($1,250 PER SEMESTER). THERE IS NO PROVISION FOR SUMMER STUDY. THIS SCHOLARSHIP IS RENEWED ANNUALLY. THE RECIPIENT MUST MAINTAIN AN ACADEMIC B AVERAGE OR A 3.00 GPA ON A 4.00 SCALE. THE SCHOLARSHIP CAN BE USED FOR ANY SCHOOL EXPENSE, HOWEVER, IT MUST BE DRAWN UPON IN THE FOLLOWING ORDER: TUITION & ASSORTED FEES, ROOM & BOARD, BOOKS, AND MISCELLANEOUS EXPENSES. THE RECIPIENT MUST COMPLETE AND USE SCHOLARSHIP FUNDS REPORTED ANNUALLY. $1,000 SCHOLARSHIPS ARE AWARDED TO A MINIMUM OF 10 RECIPIENTS FROM EACH CONFERENCE. THIS SCHOLARSHIP IS DISBURSED TO THE RECIPIENT'S COLLEGE OR UNIVERSITY AT THE BEGINNING OF THE RECIPIENT'S FRESHMEN YEAR. SCHOLARSHIPS OF UP TO $2,000 EACH ARE AWARDED EACH YEAR FOR APPLICANTS PLANNING TO ATTEND TRAINING OR VOCATIONAL NON-BACCALAUREATE PROGRAMS (ASSOCIATE PROGRAMS TYPICALLY). ACADEMIC APPLICATION REQUIREMENTS INCLUDE AN ACADEMIC RECORD (OFFICIAL HIGH SCHOOL TRANSCRIPT), ACT OR SAT SCORES, AND THREE LETTERS OF RECOMMENDATION (CANADIAN APPLICANTS ONLY). THE APPLICATION AND LETTERS ARE FORWARDED TO THE FUND ADMINISTRATOR, INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS). A MEMBERSHIP VERIFICATION REQUEST IS SENT BY ISTS TO THE APPLICANT'S TEAMSTER PARENT'S LOCAL UNION OFFICE FOR MEMBERSHIP STATUS VERIFICATION. ONCE COMPLETED, THAT VERIFICATION IS SENT BACK TO ISTS. ISTS REVIEWS APPLICATIONS, ARRANGING BY THE TOP GPA AND TEST SCORES. THE TOP APPLICANTS ARE FORWARDED TO A GROUP OF INDEPENDENT JUDGES FROM LOCAL UNIVERSITIES. VOCATIONAL OR TRAINING PROGRAM SCHOLARSHIPS REQUIRE APPLICANTS TO SUBMIT LETTERS OF RECOMMENDATION ALONG WITH A STATEMENT OF WHY THEY ARE CHOOSING TO PURSUE TRAINING IN A PARTICULAR FIELD TO ISTS. ISTS COMPILES THE LETTERS AND STATEMENT AND SUBMITS THEM TO TWO INDEPENDENT JUDGES WHO ARE PROFESSORS AT UNIVERSITIES FOR EVALUATION. THE CHOSEN TRAINING PROGRAM MUST BE RELATED TO WORK IN A TEAMSTER REPRESENTED INDUSTRY, CLASS OR CRAFT. THESE INDUSTRIES INCLUDE: AIRLINE, BAKERY & LAUNDRY, BREWERY & SOFT DRINK, BUILDING MATERIAL & CONSTRUCTION TRADE, CAR HAUL, DAIRY, FOOD PROCESSING, FREIGHT, GRAPHIC COMMUNICATIONS, INDUSTRIAL TRADES, MOTION PICTURE & THEATRICAL TRADE, NEWSPAPER, MAGAZINE, ELECTRONIC MEDIA, PACKAGE, PARKING, PORT, PUBLIC SERVICES, RAIL, SOLID WASTE & RECYCLING, TANK HAUL, TRADE SHOW & CONVENTION CENTERS, AND WAREHOUSE.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0159500
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0762500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt116000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2190000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt04 YEAR SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1VOCATIONAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2BOOTSTRAP SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt082
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt113
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2190
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOUR YEAR SCHOLARSHIPS ARE AWARDED IN THE AMOUNT OF $10,000 TO A MINIMUM OF 5 RECIPIENTS FROM EACH CONFERENCE AND ARE DISBURSED AT THE RATE OF $2,500 PER YEAR ($1,250 PER SEMESTER). THERE IS NO PROVISION FOR SUMMER STUDY. THIS SCHOLARSHIP IS RENEWED ANNUALLY. THE RECIPIENT MUST MAINTAIN AN ACADEMIC B AVERAGE OR A 3.00 GPA ON A 4.00 SCALE. THE SCHOLARSHIP CAN BE USED FOR ANY SCHOOL EXPENSE, HOWEVER, IT MUST BE DRAWN UPON IN THE FOLLOWING ORDER: TUITION & ASSORTED FEES, ROOM & BOARD, BOOKS, AND MISCELLANEOUS EXPENSES. THE RECIPIENT MUST COMPLETE AND USE SCHOLARSHIP FUNDS REPORTED ANNUALLY. $1,000 SCHOLARSHIPS ARE AWARDED TO A MINIMUM OF 10 RECIPIENTS FROM EACH CONFERENCE. THIS SCHOLARSHIP IS DISBURSED TO THE RECIPIENT'S COLLEGE OR UNIVERSITY AT THE BEGINNING OF THE RECIPIENT'S FRESHMEN YEAR. SCHOLARSHIPS OF UP TO $2,000 EACH ARE AWARDED EACH YEAR FOR APPLICANTS PLANNING TO ATTEND TRAINING OR VOCATIONAL NON-BACCALAUREATE PROGRAMS (ASSOCIATES PROGRAMS TYPICALLY). ACADEMIC APPLICATION REQUIREMENTS INCLUDE AN ACADEMIC RECORD (OFFICIAL HIGH SCHOOL TRANSCRIPT), ACT OR SAT SCORES, AND THREE LETTERS OF RECOMMENDATION (CANADIAN APPLICANTS ONLY). THE APPLICATION AND LETTERS ARE FORWARDED TO THE FUND ADMINISTRATOR, INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS). A MEMBERSHIP VERIFICATION REQUEST IS SENT BY ISTS TO THE APPLICANT'S TEAMSTER PARENT'S LOCAL UNION OFFICE FOR MEMBERSHIP STATUS VERIFICATION. ONCE COMPLETED, THAT VERIFICATION IS SENT BACK TO ISTS. ISTS REVIEWS APPLICATIONS, ARRANGING BY THE TOP GPA AND TEST SCORES. THE TOP APPLICANTS ARE FORWARDED TO A GROUP OF INDEPENDENT JUDGES FROM LOCAL UNIVERSITIES. VOCATIONAL OR TRAINING PROGRAM SCHOLARSHIPS REQUIRE APPLICANTS TO SUBMIT LETTERS OF RECOMMENDATION ALONG WITH A STATEMENT OF WHY THEY ARE CHOOSING TO PURSUE TRAINING IN A PARTICULAR FIELD TO ISTS. ISTS COMPILES THE LETTERS AND STATEMENT AND SUBMITS THEM TO TWO INDEPENDENT JUDGES WHO ARE PROFESSORS AT UNIVERSITIES FOR EVALUATION. THE CHOSEN TRAINING PROGRAM MUST BE RELATED TO WORK IN A TEAMSTER REPRESENTED INDUSTRY, CLASS OR CRAFT. THESE INDUSTRIES INCLUDE: AIRLINE, BAKERY & LAUNDRY, BREWERY & SOFT DRINK, BUILDING MATERIAL & CONSTRUCTION TRADE, CAR HAUL, DAIRY, FOOD PROCESSING, FREIGHT, GRAPHIC COMMUNICATIONS, INDUSTRIAL TRADES, MOTION PICTURE & THEATRICAL TRADE, NEWSPAPER, MAGAZINE, ELECTRONIC MEDIA, PACKAGE, PARKING, PORT, PUBLIC SERVICES, RAIL, SOLID WASTE & RECYCLING, TANK HAUL, TRADE SHOW & CONVENTION CENTERS, AND WAREHOUSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTANT WHO THEN FORWARDS THE RETURN TO THE GOVERNING BODY FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS AND REVIEWS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION STUDY WAS DONE USING ASAE PUBLISHED NONPROFIT COMPENSATION STUDY AND WAS REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGES FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1MA
IRS990/StatesWhereCopyOfReturnIsFldCd2IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt017174688
IRS990/TotalAssetsEOYAmt016951084
IRS990/TotalAssetsGrp/BOYAmt017174688
IRS990/TotalAssetsGrp/EOYAmt016951084
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0458700
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030350
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0299911
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01185183
IRS990/TotalFunctionalExpensesGrp/TotalAmt01515444
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01448917
IRS990/TotalLiabilitiesEOYAmt01505572
IRS990/TotalLiabilitiesGrp/BOYAmt01448917

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