Civic Intelligence

Teamsters Retiree Trust

990 • Fiscal year 2023 • EIN 68-6097704

Aug 01, 2022 to Jul 31, 2023 • Filed on May 14, 2024

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

80th percentile

0.25x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.13x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

14%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$21,394,246

Up $3,214,430 (+18%) from 2022

Net Assets

Up

$16,125,719

Up $2,082,397 (+15%) from 2022

Liabilities

Up

$5,268,527

Up $1,132,033 (+27%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin52nd percentile

Revenue

Up

$41,079,065

Up $5,171,195 (+14%) from 2022

Expenses

Up

$38,944,984

Up $4,678,714 (+14%) from 2022

Net Income

Up

$2,134,081

Up $492,481 (+30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2023

Assets$21,394,246
Liabilities$5,268,527
Net Assets$16,125,719
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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

2023

Revenue$41,079,065
Expenses$38,944,984
Net Income$2,134,081
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$43,703,520
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,043,322$16,125,719▲ $2,082,397
Investments in Publicly Traded Securities$12,625,876$13,943,137▲ $1,317,261
Savings and Temporary Cash Investments$3,018,840$5,095,229▲ $2,076,389
Accounts Receivable$2,533,260$2,355,710▼ $177,550
Prepaid Expenses and Deferred Charges$1,840$170▼ $1,670
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$18,179,816$21,394,246▲ $3,214,430
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$3,816,203$5,048,824▲ $1,232,621
Accounts Payable and Accrued Expenses$199,727$184,394▼ $15,333
Deferred Revenue$120,564$35,309▼ $85,255
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,136,494$5,268,527▲ $1,132,033
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,043,322$16,125,719▲ $2,082,397
Total Liabilities and Net Assets / Fund Balance$18,179,816$21,394,246▲ $3,214,430
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Dave HawleyCo-chair
Jim WellsCo-chair
Allen CheekTrustee
Jeff Berdiontrustee
Mike CarnefixTrustee
Peter NunezTrustee
See Sch O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Fund Administrators LLCContract Admin3244 Brookside Road Suite 230, Stockton, CA 95219$1,458,691
Anthem Blue CrossClaims ADMIN2121 N California Blvd, Walnut Creek, CA 94956$175,908
Welldyne RxClaims Admin500 EAGLES LANDING DR, Lakeland, FL 33810$113,230
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$40,708,251
Investment Income
$370,814
Other Revenue
$0
Change in Net Assets
$2,134,081

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,040,468
Revenue Not Reported on Financial Statements
$38,597
Revenue Not Reported on Form 990
$-51,684
Total Revenue per Audited Statements
$40,988,784
Total Revenue per Form 990
$41,079,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,186,556
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---$36,758,428
Fees for Services Management---$1,556,250
Fees for Services Other---$437,112
Fees for Services Accounting---$41,700
Fees for Service Investment Mgmnt Fees---$38,597
Office Expenses---$35,467
Insurance---$26,780
Fees for Services Legal---$26,336
Conferences and Meetings---$24,314
Total Functional Expenses$0$0$0$38,944,984

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$38,944,984
Expenses per Audited Statements$37,673,766
Total Expenses per Audited Statements$37,673,766
Expenses Not Reported on Financial Statements$1,271,218
Other Expense Adjustments$1,232,621
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$5,048,824
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
In Care Of
% DELTA FUND ADMINISTRATORS
Phone
2099488483
Address
Po box 2300, STOCKTON, CA 95201

Signing Officer

Name
Peter Nunez
Title
co-chair
Phone
2099488483
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Nunez
Formed
1993
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
5000 EXECUTIVE PARKWAY STE 400, SAN RAMON, CA 94583
Preparer
Donnie J Springer
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, 2023 and 2022, 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 2020.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefit obligations”

Raw XML AppendixShowing 400 of 577 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/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt026780
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0535153
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt013943137
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt014043322
IRS990/NetAssetsOrFundBalancesEOYAmt016125719
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-164339
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-164339
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-51684
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt035467
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt03816203
IRS990/OtherLiabilitiesGrp/EOYAmt05048824
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01840
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0170
IRS990/PrincipalOfficerNm0Peter Nunez
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/BusinessCd4525100
IRS990/ProgramServiceRevenueGrp/Desc0RETIREE & EMPLOYER CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/Desc1ACTIVE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2RESERVE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc3DRUG REBATE
IRS990/ProgramServiceRevenueGrp/Desc4STOP-LOSS REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08943764
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111469450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt217382946
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3745809
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41284005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08943764
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111469450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217382946
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3745809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41284005
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt032177682
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0286905
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02088588
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt035620965
IRS990/PYRevenuesLessExpensesAmt01641600
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt034266270
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt035907870
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02134081
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014043322
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016125719
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03018840
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05095229
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01271218
IRS990ScheduleD/ExpensesSubtotalAmt037673766
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt038597
IRS990ScheduleD/InvestmentExpensesNotIncldAmt038597
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-51684
IRS990ScheduleD/OtherExpensesNotIncludedAmt01232621
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05048824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0-51684
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt038597
IRS990ScheduleD/RevenueSubtotalAmt041040468
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, 2023 AND 2022, 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 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalExpensesPerForm990Amt038944984
IRS990ScheduleD/TotalLiabilityAmt05048824
IRS990ScheduleD/TotalRevenuePerForm990Amt041079065
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt040988784
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt037673766
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd7false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt8NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Northern California General Teamsters Se
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 517
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7TEAMSTERS LOCAL UNION 533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8TEAMSTERS LOCAL UNION 87
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946073033
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1941310598

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,394,246
Liabilities
$5,268,527
Net assets
$16,125,719
Revenue
$41,079,065
Expenses
$38,944,984
Net income
$2,134,081
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