Civic Intelligence

Teamsters Retiree Trust

990 • Fiscal year 2018 • EIN 68-6097704

Aug 01, 2017 to Jul 31, 2018 • Filed on Feb 18, 2019

Organization ProfileN/A

View Organization Page

PO Box 2300Stockton, CA 95201

(209) 948-8483

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.22x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

73rd percentile

0.16x

Higher debt load relative to revenue than 73% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

47th percentile

3.7%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$1

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

64th percentile

7.5%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

4.1%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$17,060,605

Up $1,185,711 (+7.5%) from 2017

Net Assets

Up

$13,300,833

Up $933,686 (+7.5%) from 2017

Liabilities

Up

$3,759,772

Up $252,025 (+7.2%) from 2017

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin47th percentile

Revenue

Up

$22,826,906

Up $889,096 (+4.1%) from 2017

Expenses

Up

$21,987,392

Up $440,006 (+2.0%) from 2017

Net Income

Up

$839,514

Up $449,090 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2018

Assets$17,060,605
Liabilities$3,759,772
Net Assets$13,300,833
Open 2018 Filing

Operations Trend

Revenue Growth49th percentile

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

2018

Revenue$22,826,906
Expenses$21,987,392
Net Income$839,514
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Feb 18, 2019
Return Version
2017v2.3
Gross Receipts
$30,677,422
Mission and Program Overview

Mission

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

To provide health benefits for participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,367,147$13,300,833▲ $933,686
Investments in Publicly Traded Securities$11,462,815$11,875,225▲ $412,410
Savings and Temporary Cash Investments$3,235,383$3,946,081▲ $710,698
Accounts Receivable$1,176,696$1,239,299▲ $62,603
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Prepaid Expenses and Deferred Charges-$0-
Total Assets$15,874,894$17,060,605▲ $1,185,711
Liabilities
Other Liabilities$3,261,896$3,502,872▲ $240,976
Accounts Payable and Accrued Expenses$140,857$139,242▼ $1,615
Deferred Revenue$104,994$117,658▲ $12,664
Total Liabilities$3,507,747$3,759,772▲ $252,025
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,367,147$13,300,833▲ $933,686
Total Liabilities and Net Assets / Fund Balance$15,874,894$17,060,605▲ $1,185,711
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Dave HawleyTrustee
Denise GeorgeTrustee
Jeff BerdionTrustee
Mike CarnefixTrustee
Peter NunezTrustee
Robert PinaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Fund Administrators LLCContract Administrator1234 WEST OAK STREET, Stockton, CA 95203$898,107
Delta Health SystemsContract Administrator3244 BROOKSIDE ROAD, Stockton, CA 95219$162,967
Anthem Blue CrossContract Administrator2121 N CALIFORNIA BLVD, Walnut, CA 94956$131,246
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,504,738
Investment Income
$322,168
Other Revenue
$0
Change in Net Assets
$839,514

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,788,711
Revenue Not Reported on Financial Statements
$38,195
Revenue Not Reported on Form 990
$94,172
Total Revenue per Audited Statements
$22,882,883
Total Revenue per Form 990
$22,826,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,603,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$20,384,055
Fees for Services Management---$962,388
Fees for Services Other---$475,705
Office Expenses---$40,433
Fees for Service Investment Mgmnt Fees---$38,195
Fees for Services Accounting---$33,250
Fees for Services Legal---$24,986
Insurance---$14,649
Conferences and Meetings---$13,731
Total Functional Expenses$0$0$0$21,987,392

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,987,392
Expenses per Audited Statements$21,708,221
Total Expenses per Audited Statements$21,708,221
Expenses Not Reported on Financial Statements$279,171
Other Expense Adjustments$240,976
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$3,502,872
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The governing body has appointed management duties to a third-party administrator.”

Form 990, Part VI, Section A, Line 8B

“The plan does not have a committee to act with authority on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The 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 internal revenue service.”

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

“The 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.”

Form 990, Part VI, Section B, Line 15

“The organization does not compensate trustees.”

Form 990, Part VI, Section C, Line 19

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

Form 990, Part VII, Section A, Line 7A

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact the third-party administrator, delta fund administrator services, llc.”

Filing and Contact Details

Filer

Filer Name
Teamsters Retiree Trust
EIN
68-6097704
Phone
2099488483
Address
PO BOX 2300, STOCKTON, CA 95201

Signing Officer

Name
Mike Carnefix
Title
Trustee
Phone
2099488483
Signed
2019-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Carnefix
Formed
1993
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 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 question has been answered as zero for this organization.”

Form 990, Part XII, Line 2C

“The board of trustees is responsible for oversight of the audit and selection of an independent auditor. This process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“Accounting 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, 2018, 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 2015.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 516 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/ProgramServiceRevenueGrp/Desc2ACTIVE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc3STOP LOSS INS. REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc4DRUG REBATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010388870
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17111292
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23999787
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3934523
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt438165
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010388870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17111292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23999787
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3934523
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt438165
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018856888
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0312715
IRS990/PYOtherExpensesAmt02690498
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt021625095
IRS990/PYRevenuesLessExpensesAmt0390424
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt021547386
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021937810
IRS990/ReconcilationRevenueExpnssAmt0839514
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012367147
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013300833
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03235383
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03946081
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0279171
IRS990ScheduleD/ExpensesSubtotalAmt021708221
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt038195
IRS990ScheduleD/InvestmentExpensesNotIncldAmt038195
IRS990ScheduleD/NetUnrealizedGainsInvstAmt094172
IRS990ScheduleD/OtherExpensesNotIncludedAmt0240976
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03502872
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt094172
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt038195
IRS990ScheduleD/RevenueSubtotalAmt022788711
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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, 2018, 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 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt021987392
IRS990ScheduleD/TotalLiabilityAmt03502872
IRS990ScheduleD/TotalRevenuePerForm990Amt022826906
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022882883
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021708221
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN DOES NOT HAVE A COMMITTEE TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, DELTA FUND ADMINISTRATOR SERVICES, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NORTHERN CALIFORNIA GENERAL TEAMSTERS SECURITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TEAMSTERS LOCAL UNION 948
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2TEAMSTERS LOCAL UNION 137
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3TEAMSTERS LOCAL UNION 150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4TEAMSTERS LOCAL UNION 386
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5TEAMSTERS LOCAL UNION 431
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6TEAMSTERS LOCAL UNION 439
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7TEAMSTERS LOCAL UNION 517
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8TEAMSTERS LOCAL UNION 533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9TEAMSTERS LOCAL UNION 87
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946073033
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1941310598
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2940577278
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3940380120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4940577279
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5940577293
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6940918920
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7941069921
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8880046825
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN9950865989
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt7501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt8501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt9501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd7CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd8CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd9CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HEALTH AND WELFARE BENEFITS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt7LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt8LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt9LOCAL UNION/SPONSORING ORGANIZATION OF THE FILING ORGANIZATION.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt7N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt8N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt9N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 2300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11933 W CALDWELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23540 S MARKET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt37120 E PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt41225 THIRTEENTH ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt51140 W OLIVE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt6PO BOX 1611
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt7512 W OAK ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt8240 GENRTY WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt92531 G STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STOCKTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1VISALIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2REDDING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4MODESTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5FRESNO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm6STOCKTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm7VISALIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm8RENO

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,060,605
Liabilities
$3,759,772
Net assets
$13,300,833
Revenue
$22,826,906
Expenses
$21,987,392
Net income
$839,514
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