Civic Intelligence

Teamsters Retiree Trust

990 • Fiscal year 2021 • EIN 68-6097704

Aug 01, 2020 to Jul 31, 2021 • Filed on May 20, 2022

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

88th percentile

0.44x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.33x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

23rd percentile

-3.1%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$1

Higher top officer pay than 40% of similar nonprofits.

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

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

95th percentile

30%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$24,327,491

Up $5,682,387 (+30%) from 2020

Net Assets

Down

$13,555,277

Down $1,202,851 (-8.2%) from 2020

Liabilities

Up

$10,772,214

Up $6,885,238 (+177%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin23rd percentile

Revenue

Up

$32,208,248

Up $5,290,274 (+20%) from 2020

Expenses

Up

$33,214,415

Up $6,370,125 (+24%) from 2020

Net Income

Down

-$1,006,167

Down $1,079,851 (-1466%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2021

Assets$24,327,491
Liabilities$10,772,214
Net Assets$13,555,277
Open 2021 Filing

Operations Trend

Revenue Growth79th 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

2021

Revenue$32,208,248
Expenses$33,214,415
Net Income-$1,006,167
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
May 20, 2022
Return Version
2020v4.2
Gross Receipts
$53,229,352
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
Investments in Publicly Traded Securities$12,387,084$14,855,432▲ $2,468,348
Rtn Earn Endowment Incm Other Fnds$14,758,128$13,555,277▼ $1,202,851
Accounts Receivable$1,151,245$6,351,575▲ $5,200,330
Savings and Temporary Cash Investments$5,106,775$3,117,098▼ $1,989,677
Prepaid Expenses and Deferred Charges-$3,386-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,645,104$24,327,491▲ $5,682,387
Liabilities
Other Liabilities$3,361,902$10,392,084▲ $7,030,182
Deferred Revenue$472,959$221,102▼ $251,857
Accounts Payable and Accrued Expenses$52,115$159,028▲ $106,913
Total Liabilities$3,886,976$10,772,214▲ $6,885,238
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,758,128$13,555,277▼ $1,202,851
Total Liabilities and Net Assets / Fund Balance$18,645,104$24,327,491▲ $5,682,387
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

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

Board Members and Trustees

NameTitle
Allen CheekTrustee
Dave HawleyTrustee
Jeff BerdionTrustee
Mike CarnefixTrustee
Peter NunezTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Fund Administrators LLCContract Administrator1234 WEST OAK STREET, Stockton, CA 95203$1,166,504
Anthem Blue CrossContract Administrator2121 N CALIFORNIA BLVD, Walnut Creek, CA 94956$188,089
Delta Health SystemsContract Administrator3244 BROOKSIDE ROAD, Stockton, CA 95219$172,724
Welldyne RxContract Administrator500 EAGLES LANDING DR, Lakeland, FL 33810$130,519
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,904,313
Investment Income
$1,303,935
Other Revenue
$0
Change in Net Assets
$-1,006,167

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,169,829
Revenue Not Reported on Financial Statements
$38,419
Revenue Not Reported on Form 990
$-196,684
Total Revenue per Audited Statements
$31,973,145
Total Revenue per Form 990
$32,208,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,933,776
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---$31,280,639
Fees for Services Management---$1,225,897
Fees for Services Other---$547,414
Office Expenses---$48,741
Fees for Service Investment Mgmnt Fees---$38,419
Fees for Services Accounting---$36,900
Fees for Services Legal---$19,785
Insurance---$16,620
Total Functional Expenses$0$0$0$33,214,415

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,214,415
Expenses per Audited Statements$31,726,657
Total Expenses per Audited Statements$31,726,657
Expenses Not Reported on Financial Statements$1,487,758
Other Expense Adjustments$1,449,339
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
Due to Broker for Securities Purchased$5,580,843
Benefit Obligations$4,811,241
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
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
Dave Hawley
Title
Trustee
Phone
2099488483
Signed
2022-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Hawley
Formed
1993
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

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, 2021, 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 2018.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 514 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/Desc0RESERVE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE & EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2ACTIVE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc3DRUG REBATE
IRS990/ProgramServiceRevenueGrp/Desc4STOP-LOSS REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014752442
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17631821
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27402833
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3562962
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4498625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014752442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17631821
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27402833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3562962
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4498625
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt024966534
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-112210
IRS990/PYOtherExpensesAmt01877756
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt027030184
IRS990/PYRevenuesLessExpensesAmt073684
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt026844290
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026917974
IRS990/ReconcilationRevenueExpnssAmt0-1006167
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014758128
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013555277
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05106775
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03117098
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01487758
IRS990ScheduleD/ExpensesSubtotalAmt031726657
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt038419
IRS990ScheduleD/InvestmentExpensesNotIncldAmt038419
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-196684
IRS990ScheduleD/OtherExpensesNotIncludedAmt01449339
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04811241
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15580843
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BROKER FOR SECURITIES PURCHASED
IRS990ScheduleD/RevenueNotReportedAmt0-196684
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt038419
IRS990ScheduleD/RevenueSubtotalAmt032169829
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, 2021, 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 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt033214415
IRS990ScheduleD/TotalLiabilityAmt010392084
IRS990ScheduleD/TotalRevenuePerForm990Amt032208248
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031973145
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt031726657
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY HAS APPOINTED MANAGEMENT DUTIES TO A THIRD-PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT HAVE A COMMITTEE TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/ExplanationTxt3THE 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/ExplanationTxt4THE ORGANIZATION DOES NOT COMPENSATE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES 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/ExplanationTxt7THE 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 VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm9BAKERSFIELD

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,327,491
Liabilities
$10,772,214
Net assets
$13,555,277
Revenue
$32,208,248
Expenses
$33,214,415
Net income
-$1,006,167
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