Civic Intelligence

James R Hoffa Memorial Scholarship Fund Inc.

990 • Fiscal year 2020 • EIN 52-2206826

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 16, 2021

Organization ProfileWWW.JRHMSF.ORG

View Organization Page

25 Louisiana Ave NWWashington, DC 20001

(202) 624-7471

Siviq Scores

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

Liabilities / Assets

30th percentile

0.07x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.60x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$24,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

28th percentile

0.2%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

156%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$19,287,613

Up $43,046 (+0.2%) from 2019

Net Assets

Up

$17,952,491

Up $1,571,563 (+9.6%) from 2019

Liabilities

Down

$1,335,122

Down $1,528,517 (-53%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin85th percentile

Revenue

Up

$2,230,658

Up $1,358,420 (+156%) from 2019

Expenses

Down

$1,464,172

Down $43,641 (-2.9%) from 2019

Net Income

Up

$766,486

Up $1,402,061 (+221%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2020

Assets$19,287,613
Liabilities$1,335,122
Net Assets$17,952,491
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

2020

Revenue$2,230,658
Expenses$1,464,172
Net Income$766,486
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 16, 2021
Return Version
2020v4.1
Gross Receipts
$2,689,427
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$17,688,164$19,129,417▲ $1,441,253
Savings and Temporary Cash Investments$1,383,195$65,745▼ $1,317,450
Accounts Receivable$7,505$45,525▲ $38,020
Prepaid Expenses and Deferred Charges$138,619$19,842▼ $118,777
Total Assets$19,244,567$19,287,613▲ $43,046
Other Assets Total$27,084$27,084→ $0
Liabilities
Deferred Revenue$1,401,884--
Grants Payable$1,423,000$1,319,250▼ $103,750
Accounts Payable and Accrued Expenses$38,755$15,872▼ $22,883
Total Liabilities$2,863,639$1,335,122▼ $1,528,517
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,380,928$17,952,491▲ $1,571,563
Total Net Assets Fund Balance$16,380,928$17,952,491▲ $1,571,563
Total Liabilities and Net Assets / Fund Balance$19,244,567$19,287,613▲ $43,046
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleBaseTotal
Richard BellPresident$24,000$24,000

Board Members and Trustees

NameTitle
Tom MetzingerDirector
Neil DitchekSecretary
Karen RocheTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,197,903
Program Service Revenue
$0
Investment Income
$850,271
Other Revenue
$182,484
All Other Contributions
$111,125
Change in Net Assets
$766,486

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,219,758
Revenue Not Reported on Financial Statements
$10,900
Revenue Not Reported on Form 990
$1,177,625
Other Revenue Adjustments
$10,900
Total Revenue per Audited Statements
$3,397,383
Total Revenue per Form 990
$2,230,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,103,000
Other Expenses$334,926
Total Fundraising Expense$125,240
Salaries, Compensation, and Employee Benefits$26,246
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$995,000--$995,000
Fees for Services Accounting-$115,300-$115,300
Conferences and Meetings--$109,782$109,782
Foreign Grants$108,000--$108,000
Fees for Services Other$45,860$4,388$10,000$60,248
Fees for Service Investment Mgmnt Fees-$25,008-$25,008
Current Officers, Directors, Trustees, and Key Employees-$24,000-$24,000
Office Expenses-$5,090$5,250$10,340
Fees for Services Legal-$6,840-$6,840
Insurance-$3,743-$3,743
Payroll Taxes-$2,246-$2,246
Other Expenses-$1,873-$1,873
Information Technology-$1,584$208$1,792
Total Functional Expenses$1,148,860$190,072$125,240$1,464,172

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,825,820
Expenses per Audited Statements$1,464,172
Total Expenses per Form 990$1,464,172
Expenses Not Reported on Form 990$361,648
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$108,000

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$108,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$539,600
Fundraising Direct Expenses$361,648
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
20th Anniversary Celebration$1,626,378$539,600$48,157$491,443
Total Events$1,626,378$539,600$361,648$177,952
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
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
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 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
2026247471
Address
25 LOUISIANA AVE NW, WASHINGTON, DC 20001

Signing Officer

Name
Karen Roche
Title
Treasurer
Phone
2026247471
Signed
2021-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Bell
Formed
1999
Legal Domicile
Dc
Voting Board Members
4
Independent Board Members
3
Employees
1
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“BAD DEBT -10,900.”

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 2D - OTHER ADJUSTMENTS:

“Fundraising event expense 361,648.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“BAD DEBT 10,900.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 361,648.”

Raw XML AppendixShowing 400 of 465 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/SavingsAndTempCashInvstGrp/EOYAmt065745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01197903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0146165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01643177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03101053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0722392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0737187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0654466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0699507
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0631537
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03445089
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0238701
IRS990ScheduleA/InvestmentIncomePYPct00.41110
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04532
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03075
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-158
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07449
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47320
IRS990ScheduleA/PublicSupportPY509Pct00.58860
IRS990ScheduleA/PublicSupportTotal170Amt03101053
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01197903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0146165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01643177
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03101053
IRS990ScheduleA/TotalSupportAmt06553591
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/ExpensesNotReportedAmt0361648
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01464172
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0815977
IRS990ScheduleD/OtherExpensesIncludedAmt0361648
IRS990ScheduleD/OtherRevenueAmt0361648
IRS990ScheduleD/OtherRevenuesNotIncludedAmt010900
IRS990ScheduleD/RevenueNotReportedAmt01177625
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010900
IRS990ScheduleD/RevenueSubtotalAmt02219758
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/ExplanationTxt1FUNDRAISING EVENT EXPENSE 361,648.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BAD DEBT 10,900.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EVENT EXPENSES 361,648.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01464172
IRS990ScheduleD/TotalRevenuePerForm990Amt02230658
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03397383
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01825820
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0108000
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/CashGrantAmt077500
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt122000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt28500
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt2CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt09
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt122
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt25
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/SubtotalSpentAmt0108000
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/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0108000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01086778
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01086778
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0361648
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm020TH ANNIVERSARY CELEBRATION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0311491
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0311491
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01626378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01626378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0539600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0539600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0177952
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt048157
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt048157
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0685000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt151000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2259000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt04 YEAR SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1VOCATIONAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2BOOTSTRAP SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt074
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt135
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2260
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/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BAD DEBT -10,900.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
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/TotalAssetsBOYAmt019244567
IRS990/TotalAssetsEOYAmt019287613
IRS990/TotalAssetsGrp/BOYAmt019244567
IRS990/TotalAssetsGrp/EOYAmt019287613
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01197903
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0125240
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0190072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01148860
IRS990/TotalFunctionalExpensesGrp/TotalAmt01464172

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,287,613
Liabilities
$1,335,122
Net assets
$17,952,491
Revenue
$2,230,658
Expenses
$1,464,172
Net income
$766,486
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