Civic Intelligence

James R Hoffa Memorial Scholarship Fund Inc.

990 • Fiscal year 2022 • EIN 52-2206826

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileWWW.JRHMSF.ORG

View Organization Page

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

(202) 624-7471

Siviq Scores

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

Liabilities / Assets

37th percentile

0.09x

Higher debt load relative to assets than 37% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.56x

Higher debt load relative to revenue than 71% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

15th percentile

$24,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$16,431,780

Down $2,408,970 (-13%) from 2021

Net Assets

Down

$15,014,573

Down $2,479,556 (-14%) from 2021

Liabilities

Up

$1,417,207

Up $70,586 (+5.2%) from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin84th percentile

Revenue

Up

$2,516,570

Up $1,131,653 (+82%) from 2021

Expenses

Up

$1,547,391

Up $93,101 (+6.4%) from 2021

Net Income

Up

$969,179

Up $1,038,552 (+1497%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$16,431,780
Liabilities$1,417,207
Net Assets$15,014,573
Open 2022 Filing

Operations Trend

Revenue Growth91st 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

2022

Revenue$2,516,570
Expenses$1,547,391
Net Income$969,179
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$15,147,640
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$18,549,654$16,076,567▼ $2,473,087
Savings and Temporary Cash Investments$154,970$313,184▲ $158,214
Accounts Receivable$3,913$10,012▲ $6,099
Prepaid Expenses and Deferred Charges$105,129$4,933▼ $100,196
Total Assets$18,840,750$16,431,780▼ $2,408,970
Other Assets Total$27,084$27,084→ $0
Liabilities
Grants Payable$1,287,000$1,392,000▲ $105,000
Accounts Payable and Accrued Expenses$57,821$25,207▼ $32,614
Deferred Revenue$1,800$0▼ $1,800
Total Liabilities$1,346,621$1,417,207▲ $70,586
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,494,129$15,014,573▼ $2,479,556
Total Net Assets Fund Balance$17,494,129$15,014,573▼ $2,479,556
Total Liabilities and Net Assets / Fund Balance$18,840,750$16,431,780▼ $2,408,970
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleBaseTotal
Richard BellPresident$24,000$24,000

Board Members and Trustees

NameTitle
David HoffaBoard Member
James HoffaBoard Member
Tom MetzingerDirector
Neil DitcheckFormer Secretary- Thru 9/14/22
Cindy ImpalaSecretary
Karen RocheTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,881,062
Program Service Revenue
$0
Investment Income
$1,276,193
Other Revenue
$-640,685
All Other Contributions
$102,062
Change in Net Assets
$969,179

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,294,204
Revenue Not Reported on Financial Statements
$-777,634
Revenue Not Reported on Form 990
$-3,448,735
Other Revenue Adjustments
$-803,285
Total Revenue per Audited Statements
$-154,531
Total Revenue per Form 990
$2,516,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,181,000
Other Expenses$253,365
Salaries, Compensation, and Employee Benefits$113,026
Total Fundraising Expense$37,077
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,021,500--$1,021,500
Foreign Grants$159,500--$159,500
Fees for Services Accounting-$116,850-$116,850
Other Salaries and Wages-$80,000-$80,000
Fees for Services Other$49,289-$6,840$56,129
Office Expenses-$12,655$30,237$42,892
Fees for Service Investment Mgmnt Fees-$25,651-$25,651
Current Officers, Directors, Trustees, and Key Employees-$24,000-$24,000
Payroll Taxes-$9,026-$9,026
Insurance-$7,713-$7,713
Other Expenses-$4,130-$4,130
Total Functional Expenses$1,230,289$280,025$37,077$1,547,391

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,325,025
Total Expenses per Audited Statements$2,325,025
Total Expenses per Form 990$1,547,391
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-777,634
Other Expense Adjustments$-803,285
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
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$803,285
Fundraising Gross Income$162,600
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celebration Honoring James P. Hoffa$1,941,600$162,600$340,943$-178,343
Total Events$1,941,600$162,600$803,285$-640,685
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
2026247471
Address
4200 WISCONSIN AVE NW STE 106-289, WASHINGTON, DC 20016

Signing Officer

Name
Karen Roche
Title
Treasurer
Phone
2026247471
Signed
2023-11-14
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
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 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:

“Fundraising event expenses -803,285.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising event expenses -803,285.”

Raw XML AppendixShowing 400 of 478 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/PYContributionsGrantsAmt060514
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01134500
IRS990/PYInvestmentIncomeAmt01320228
IRS990/PYOtherExpensesAmt0268631
IRS990/PYOtherRevenueAmt04175
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-69373
IRS990/PYSalariesCompEmpBnftPaidAmt051159
IRS990/PYTotalExpensesAmt01454290
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01384917
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0969179
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0154970
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0313184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01881062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01197903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0146165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03316752
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0643303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0581718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0722392
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0737187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0654466
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03339066
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04175
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04532
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03075
IRS990ScheduleA/OtherIncome170Grp/TotalAmt011782
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47990
IRS990ScheduleA/PublicSupportPY170Pct00.27750
IRS990ScheduleA/PublicSupportTotal170Amt03200104
IRS990ScheduleA/SubstantialContributorsTotAmt0116648
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01881062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01197903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0146165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031108
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03316752
IRS990ScheduleA/TotalSupportAmt06667600
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-777634
IRS990ScheduleD/ExpensesSubtotalAmt02325025
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025651
IRS990ScheduleD/InvestmentExpensesNotIncldAmt025651
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3448735
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-803285
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-803285
IRS990ScheduleD/RevenueNotReportedAmt0-3448735
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-777634
IRS990ScheduleD/RevenueSubtotalAmt03294204
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 EXPENSES -803,285.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EVENT EXPENSES -803,285.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01547391
IRS990ScheduleD/TotalRevenuePerForm990Amt02516570
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-154531
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02325025
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/CashGrantAmt0130000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt126000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt23500
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt1CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt2CHECK
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt013
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt126
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/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0159500
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01779000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01779000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0803285
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03960
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03960
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CELEBRATION HONORING JAMES P. HOFFA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0439590
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0439590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01941600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01941600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0162600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0162600
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-640685
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0340943
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0340943
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018792
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018792
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0790000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt145000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2174000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt04 YEAR SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1VOCATIONAL SCHOOL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2BOOTSTRAP SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt079
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt139
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2174
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,431,780
Liabilities
$1,417,207
Net assets
$15,014,573
Revenue
$2,516,570
Expenses
$1,547,391
Net income
$969,179
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