Civic Intelligence

Teamsters Retiree Trust

990 • Fiscal year 2013 • EIN 68-6097704

Aug 01, 2012 to Jul 31, 2013 • Filed on May 21, 2014

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

71st percentile

0.21x

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

57th percentile

6.9%

Faster asset growth than 57% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$11,990,049

Up $771,950 (+6.9%) from 2012

Net Assets

Up

$9,492,484

Up $456,042 (+5.0%) from 2012

Liabilities

Up

$2,497,565

Up $315,908 (+14%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,256,092

Up $9,793 (+0.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2013

Assets$11,990,049
Liabilities$2,497,565
Net Assets$9,492,484
Open 2013 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

2013

Revenue-
Expenses$15,256,092
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
May 21, 2014
Return Version
2012v2.1
Gross Receipts
$16,948,239
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 503 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
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0276888
IRS990/AccountsPayableAccruedExpenses/EOY094864
IRS990/AccountsReceivable/BOY0911446
IRS990/AccountsReceivable/EOY01211154
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 2330
IRS990/AddressPrincipalOfficerUS/City0STOCKTON
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode095201
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY014192944
IRS990/BenefitsPaidToMembersPriorYear014106880
IRS990/BenefitsToMembers/Total014192944
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConferencesMeetings/Total025345
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine101234 WEST OAK STREET
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1121555 OXNARD STREET
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine123244 BROOKSIDE ROAD
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0STOCKTON
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1WOODLAND HILLS
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City2STOCKTON
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State2CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode092507
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode191367
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode295219
IRS990/ContractorCompensation/Compensation0537112
IRS990/ContractorCompensation/Compensation1193895
IRS990/ContractorCompensation/Compensation2149019
IRS990/ContractorCompensation/DescriptionOfServices0CONTRACT ADMINISTRATOR
IRS990/ContractorCompensation/DescriptionOfServices1NETWORK FEES
IRS990/ContractorCompensation/DescriptionOfServices2CONTRACT ADMINISTRATOR
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10DELTA FUND ADMINISTRATORS LLC
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine11BLUE CROSS
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine12DELTA HEALTH SYSTEMS
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY0102851
IRS990/DeferredRevenue/EOY0113406
IRS990/DelegationOfManagementDuties01
IRS990/DescribedIn501C300
IRS990/Description0PROVIDED HEALTH AND WELFARE BENEFITS FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/Total030100
IRS990/FeesForServicesLegal/Total018064
IRS990/FeesForServicesManagement/Total0731917
IRS990/FeesForServicesOther/Total0215327
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.50
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.50
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/NamePerson0IDA HAILSTONE
IRS990/Form990PartVIISectionA/NamePerson1JOHN NADDY
IRS990/Form990PartVIISectionA/NamePerson2DARRELL PRATT
IRS990/Form990PartVIISectionA/NamePerson3JOHN SOUZA
IRS990/Form990PartVIISectionA/NamePerson4DAVE HAWLEY
IRS990/Form990PartVIISectionA/NamePerson5JIM WELLS
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990PartVIISectionA/Title1TRUSTEE (CO-CHAIR)
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE (CO-CHAIR)
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities00
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0928726
IRS990/GrossReceipts016948239
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/Total010670
IRS990/InvestmentIncomeCurrentYear0318403
IRS990/InvestmentIncome/ExclusionAmount0318403
IRS990/InvestmentIncomePriorYear0652010
IRS990/InvestmentIncome/TotalRevenueColumn0318403
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY09349769
IRS990/InvestmentsPubTradedSecurities/EOY09360414
IRS990/LessCostOthBasisSalesExpenses/Securities0928726
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0JOHN SOUZA
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY09036442
IRS990/NetAssetsOrFundBalancesEOY09492484
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers02
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K03
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Total031725
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear01139419
IRS990/OtherExpensesCurrentYear01063148
IRS990/OtherLiabilities/BOY01801918
IRS990/OtherLiabilities/EOY02289295
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY03158
IRS990/PrepaidExpensesDeferredCharges/EOY03138
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenue/BusinessCode1900099
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenue/BusinessCode3900099
IRS990/ProgramServiceRevenue/BusinessCode4900099
IRS990/ProgramServiceRevenueCY015701110
IRS990/ProgramServiceRevenue/Description0EMPLOYER & PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenue/Description1UPS SUBSIDY
IRS990/ProgramServiceRevenue/Description2ACTIVE SUBSIDY
IRS990/ProgramServiceRevenue/Description3CMS RETIREE DRUG SUBSIDY
IRS990/ProgramServiceRevenue/Description4STOP LOSS & DRUG REBATE
IRS990/ProgramServiceRevenuePriorYear013200012
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome06144497
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome15441790
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome23151474
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome3651841
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome4311508
IRS990/ProgramServiceRevenue/TotalRevenueColumn06144497
IRS990/ProgramServiceRevenue/TotalRevenueColumn15441790
IRS990/ProgramServiceRevenue/TotalRevenueColumn23151474
IRS990/ProgramServiceRevenue/TotalRevenueColumn3651841
IRS990/ProgramServiceRevenue/TotalRevenueColumn4311508
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0763421
IRS990/ReconciliationUnrealizedInvest0-307379
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY09036442
IRS990/RetainedEarningsEndowmentEtc/EOY09492484
IRS990/RevenuesLessExpensesCY0763421
IRS990/RevenuesLessExpensesPriorYear0-1394277
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0953726
IRS990/SavingsAndTempCashInvestments/EOY01415343
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0487377
IRS990ScheduleD/ExpensesSubtotal014768715
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/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, 2013, 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 FISCAL YEARS PRIOR TO 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1CHANGE IN BENEFIT OBLIGATION
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-307379
IRS990ScheduleD/OtherExpensesNotIncluded0487377
IRS990ScheduleD/OtherLiabilities/Amount02289295
IRS990ScheduleD/OtherLiabilities/Description0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotRptdF9900-307379
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal016019513
IRS990ScheduleD/TotalExpensesPerForm990015256092
IRS990ScheduleD/TotalOfAmounts02289295
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm990016019513
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt014768715
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt015712134
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR.
IRS990ScheduleO/GeneralExplanation/Explanation1THE PLAN DOES NOT HAVE A COMMITTEE TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2THE 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/Explanation3THE 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/Explanation4FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/GeneralExplanation/Explanation7THE PLAN'S THIRD-PARTY ADMINISTRATOR FILES ONE 1099 ON BEHALF OF ALL THE PLANS THEY ADMINISTER FOR THE VARIOUS "INDEPENDENT CONTRACTORS." THEREFORE, THIS QUESTION HAS BEEN ANSWERED AS ZERO FOR THIS ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART V, LINE 1A
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 2330
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111933 W CALDWELL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine123540 S MARKET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine137120 E PARKWAY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine141225 THIRTEENTH ST
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine151140 W OLIVE STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine16PO BOX 1611
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine17512 W OAK ST
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine18240 GENRTY WAY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine192531 G STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine110207 N SANBORN RD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0STOCKTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1VISALIA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2REDDING
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3SACRAMENTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City4MODESTO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City5FRESNO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City6STOCKTON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City7VISALIA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City8RENO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City9BAKERSFIELD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City10SALINAS
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State4CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State5CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State6CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State7CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State8NV
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State9CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State10CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode095201
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode193277
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode296001
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode395823
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode495354
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode593278
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode695201
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode793291
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode889502
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode993301
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1093805
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg40
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg50
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg60
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg70
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg80
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg90
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg100
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA2N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA3N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA4N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA5N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA6N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA7N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA8N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA9N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA10N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0946073033
IRS990ScheduleR/Form990ScheduleRPartII/EIN1941310598
IRS990ScheduleR/Form990ScheduleRPartII/EIN2940577278
IRS990ScheduleR/Form990ScheduleRPartII/EIN3940380120
IRS990ScheduleR/Form990ScheduleRPartII/EIN4940577279
IRS990ScheduleR/Form990ScheduleRPartII/EIN5940577293
IRS990ScheduleR/Form990ScheduleRPartII/EIN6940918920
IRS990ScheduleR/Form990ScheduleRPartII/EIN7941069921
IRS990ScheduleR/Form990ScheduleRPartII/EIN8880046825
IRS990ScheduleR/Form990ScheduleRPartII/EIN9950865989
IRS990ScheduleR/Form990ScheduleRPartII/EIN10941110174
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501C(9)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection2501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection3501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection4501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection5501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection6501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection7501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection8501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection9501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection10501C(5)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState2CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState3CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState4CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState5CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState6CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState7CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState8CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState9CA
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState10CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10NORTHERN CALIFORNIA GENERAL TEAMSTERS SECURITY FUND
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11TEAMSTERS LOCAL UNION 948
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine12TEAMSTERS LOCAL UNION 137
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine13TEAMSTERS LOCAL UNION 150
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine14TEAMSTERS LOCAL UNION 386
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine15TEAMSTERS LOCAL UNION 431
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine16TEAMSTERS LOCAL UNION 439
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine17TEAMSTERS LOCAL UNION 517
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine18TEAMSTERS LOCAL UNION 533
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine19TEAMSTERS LOCAL UNION 87
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine110TEAMSTERS LOCAL UNION 890
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities2LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities3LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities4LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities5LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities6LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities7LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities8LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities9LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities10LOCAL UNION
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0N/A
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus1N/A
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus2N/A
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus3N/A
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus4N/A
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus5N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,990,049
Liabilities
$2,497,565
Net assets
$9,492,484
Revenue
-
Expenses
$15,256,092
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