Civic Intelligence

Teamsters Retiree Trust

990 • Fiscal year 2012 • EIN 68-6097704

Aug 01, 2011 to Jul 31, 2012 • Filed on May 08, 2013

Organization ProfileN/A

View Organization Page

PO Box 233095201
Siviq Scores

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

Liabilities / Assets

70th percentile

0.19x

Higher debt load relative to assets than 70% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

2012 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$11,218,099

Down $2,190,292 (-16%) from 2011

Net Assets

Down

$9,036,442

Down $1,370,859 (-13%) from 2011

Liabilities

Down

$2,181,657

Down $819,433 (-27%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,246,299

Up $967,264 (+6.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30M$20M$10M$0Assets 2010: $14,808,724Liabilities 2010: $1,661,711Net Assets 2010: $13,147,0132010Assets 2011: $13,408,391Liabilities 2011: $3,001,090Net Assets 2011: $10,407,3012011Assets 2012: $11,218,099Liabilities 2012: $2,181,657Net Assets 2012: $9,036,4422012Assets 2013: $11,990,049Liabilities 2013: $2,497,565Net Assets 2013: $9,492,4842013Assets 2014: $12,556,015Liabilities 2014: $1,975,761Net Assets 2014: $10,580,2542014Assets 2015: $14,339,225Liabilities 2015: $2,625,871Net Assets 2015: $11,713,3542015Assets 2016: $16,140,614Liabilities 2016: $4,422,353Net Assets 2016: $11,718,2612016Assets 2017: $15,874,894Liabilities 2017: $3,507,747Net Assets 2017: $12,367,1472017Assets 2018: $17,060,605Liabilities 2018: $3,759,772Net Assets 2018: $13,300,8332018Assets 2019: $18,448,845Liabilities 2019: $3,874,726Net Assets 2019: $14,574,1192019Assets 2020: $18,645,104Liabilities 2020: $3,886,976Net Assets 2020: $14,758,1282020Assets 2021: $24,327,491Liabilities 2021: $10,772,214Net Assets 2021: $13,555,2772021Assets 2022: $18,179,816Liabilities 2022: $4,136,494Net Assets 2022: $14,043,3222022Assets 2023: $21,394,246Liabilities 2023: $5,268,527Net Assets 2023: $16,125,7192023Assets 2024: $22,683,403Liabilities 2024: $4,869,718Net Assets 2024: $17,813,6852024

Highlighted filing

2012

Assets$11,218,099
Liabilities$2,181,657
Net Assets$9,036,442
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $12,120,4012010Expenses 2011: $14,279,0352011Expenses 2012: $15,246,2992012Expenses 2013: $15,256,0922013Revenue 2014: $18,871,284Expenses 2014: $17,664,756Net Income 2014: $1,206,5282014Revenue 2015: $18,701,588Expenses 2015: $17,258,880Net Income 2015: $1,442,7082015Revenue 2016: $19,757,979Expenses 2016: $19,837,311Net Income 2016: -$79,3322016Revenue 2017: $21,937,810Expenses 2017: $21,547,386Net Income 2017: $390,4242017Revenue 2018: $22,826,906Expenses 2018: $21,987,392Net Income 2018: $839,5142018Revenue 2019: $24,916,372Expenses 2019: $23,812,514Net Income 2019: $1,103,8582019Revenue 2020: $26,917,974Expenses 2020: $26,844,290Net Income 2020: $73,6842020Revenue 2021: $32,208,248Expenses 2021: $33,214,415Net Income 2021: -$1,006,1672021Revenue 2022: $35,907,870Expenses 2022: $34,266,270Net Income 2022: $1,641,6002022Revenue 2023: $41,079,065Expenses 2023: $38,944,984Net Income 2023: $2,134,0812023Revenue 2024: $47,359,658Expenses 2024: $46,433,162Net Income 2024: $926,4962024

Highlighted filing

2012

Revenue-
Expenses$15,246,299
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
May 8, 2013
Return Version
2011v1.5
Gross Receipts
$17,956,183
Mission and Program Overview

Mission

To provide health and welfare benefits for retired employees and their dependents.

Filing and Contact Details

Filer

EIN
68-6097704
Raw XML AppendixShowing 400 of 525 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JULY 31, 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO JULY 31, 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN BENEFIT OBLIGATIONS
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IRS990ScheduleO/GeneralExplanation/Explanation0FORM 990, PART V, LINE 1A: THE PLAN'S THIRD PARTY ADMINISTRATOR FILES ONE 1099 ON BEHALF OF ALL THE PLANS THEY ADMINISTER FOR THE VARIOUS "INDEPENDENT CONTRACTORS." THEREFORE, THIS QUESTIONS HAS BEEN ANSWERED AS ZERO FOR THIS ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR.
IRS990ScheduleO/GeneralExplanation/Explanation2THE PLAN DOES NOT HAVE A COMMITTEE TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE GOVERNING BODY IS PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO BEING FILED. THE PLAN'S ADMINISTRATOR IS RESPONSIBLE FOR CONDUCTING A DETAILED REVIEW OF THE FORM 990 PRIOR TO IT BEING FILED WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES AS WELL AS ANY OTHER INDIVIDUALS WHO EXERCISE DISCRETIONARY AND/OR FIDUCIARY AUTHORITY OVER THE AFFAIRS OF THE TRUST, AND THE POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED BY THE ORGANIZATION BY REQUIRING THE TRUSTEES TO ANNUALLY DISCLOSE TO THE BOARD ANY CONFLICTS OF INTEREST. THE BOARD HAS DISCRETIONARY AUTHORITY TO DETERMINE WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE TRUST. SUCH DETERMINATIONS ARE TO BE MADE WITHOUT THE INPUT OR PARTICIPATION OF THE CONFLICTED INDIVIDUALS.
IRS990ScheduleO/GeneralExplanation/Explanation5FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7NET UNREALIZED GAINS ON INVESTMENTS: 23,418.
IRS990ScheduleO/GeneralExplanation/Explanation8THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State6CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State7CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State8NV
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IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg40
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg50
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg60
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg70
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg80
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg90
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg100
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine14TEAMSTERS LOCAL UNION 386
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine15TEAMSTERS LOCAL UNION 431
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,218,099
Liabilities
$2,181,657
Net assets
$9,036,442
Revenue
-
Expenses
$15,246,299
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$4.87$17.8$47.4$46.4$0.93
2023Detailed filing. Detailed filing data is available for this year.$21.4$5.27$16.1$41.1$38.9$2.13
2022Detailed filing. Detailed filing data is available for this year.$18.2$4.14$14.0$35.9$34.3$1.64
2021Detailed filing. Detailed filing data is available for this year.$24.3$10.8$13.6$32.2$33.2$1.01
2020Detailed filing. Detailed filing data is available for this year.$18.6$3.89$14.8$26.9$26.8$0.07
2019Detailed filing. Detailed filing data is available for this year.$18.4$3.87$14.6$24.9$23.8$1.10
2018Detailed filing. Detailed filing data is available for this year.$17.1$3.76$13.3$22.8$22.0$0.84
2017Detailed filing. Detailed filing data is available for this year.$15.9$3.51$12.4$21.9$21.5$0.39
2016Detailed filing. Detailed filing data is available for this year.$16.1$4.42$11.7$19.8$19.8$0.08
2015Detailed filing. Detailed filing data is available for this year.$14.3$2.63$11.7$18.7$17.3$1.44
2014Detailed filing. Detailed filing data is available for this year.$12.6$1.98$10.6$18.9$17.7$1.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$2.50$9.49$15.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$2.18$9.04$15.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$3.00$10.4$14.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$1.66$13.1$12.1