Civic Intelligence

Teamsters Retiree Trust

990 • Fiscal year 2024 • EIN 68-6097704

Aug 01, 2023 to Jul 31, 2024 • Filed on May 08, 2025

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

77th percentile

0.21x

Higher debt load relative to assets than 77% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.10x

Higher debt load relative to revenue than 59% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

41st percentile

2.0%

Higher net margin than 41% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2024 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

45th percentile

6.0%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2024 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$22,683,403

Up $1,289,157 (+6.0%) from 2023

Net Assets

Up

$17,813,685

Up $1,687,966 (+10%) from 2023

Liabilities

Down

$4,869,718

Down $398,809 (-7.6%) from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin41st percentile

Revenue

Up

$47,359,658

Up $6,280,593 (+15%) from 2023

Expenses

Up

$46,433,162

Up $7,488,178 (+19%) from 2023

Net Income

Down

$926,496

Down $1,207,585 (-57%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$22,683,403
Liabilities$4,869,718
Net Assets$17,813,685
Open 2024 Filing

Operations Trend

Revenue Growth72nd 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

2024

Revenue$47,359,658
Expenses$46,433,162
Net Income$926,496
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$50,171,035
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$16,125,719$17,813,685▲ $1,687,966
Investments in Publicly Traded Securities$13,943,137$15,276,269▲ $1,333,132
Savings and Temporary Cash Investments$5,095,229$6,111,842▲ $1,016,613
Accounts Receivable$2,355,710$1,290,730▼ $1,064,980
Prepaid Expenses and Deferred Charges$170$4,562▲ $4,392
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$21,394,246$22,683,403▲ $1,289,157
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$5,048,824$4,638,608▼ $410,216
Deferred Revenue$35,309$180,200▲ $144,891
Accounts Payable and Accrued Expenses$184,394$50,910▼ $133,484
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$5,268,527$4,869,718▼ $398,809
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,125,719$17,813,685▲ $1,687,966
Total Liabilities and Net Assets / Fund Balance$21,394,246$22,683,403▲ $1,289,157
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Dave HawleyCo-Chair
Deb OstendorpCo-Chair
Allen Cheektrustee
Jeff BerdionTrustee
Peter Nuneztrustee
Walter MendezTrustee
Derek HawleyTrustee - EFF. 02/2024
See Sch O for CompensationPaid by Related Organizations

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Fund Administrators LLCContract Admin3244 Brookside Road Suite 230, Stockton, CA 95219$1,627,595
Anthem Blue CrossClaims ADMIN2121 N California Blvd, Walnut Creek, CA 94956$208,812
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$46,755,008
Investment Income
$604,650
Other Revenue
$0
Change in Net Assets
$926,496

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,316,903
Revenue Not Reported on Financial Statements
$42,755
Revenue Not Reported on Form 990
$761,470
Total Revenue per Audited Statements
$48,078,373
Total Revenue per Form 990
$47,359,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,387,173
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---$44,045,989
Fees for Services Management---$1,809,158
Fees for Services Other---$382,033
Fees for Service Investment Mgmnt Fees---$42,755
Fees for Services Accounting---$41,250
Conferences and Meetings---$36,638
Insurance---$29,545
Fees for Services Legal---$24,313
Office Expenses---$21,481
Total Functional Expenses$0$0$0$46,433,162

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$46,800,623
Total Expenses per Audited Statements$46,800,623
Total Expenses per Form 990$46,433,162
Expenses Not Reported on Financial Statements$-367,461
Other Expense Adjustments$-410,216
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$4,638,608
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
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Nunez
Formed
1993
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
1
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD 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, 2024 AND 2023, 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 2021.”

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/GrossReceiptsAmt050171035
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IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0581689
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0581689
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt015276269
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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/NetAssetsOrFundBalancesBOYAmt016125719
IRS990/NetAssetsOrFundBalancesEOYAmt017813685
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022961
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022961
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0761470
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt021481
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt05048824
IRS990/OtherLiabilitiesGrp/EOYAmt04638608
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0170
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04562
IRS990/PrincipalOfficerNm0Peter Nunez
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0RESERVE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc1ACTIVE SUBSIDY
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION REBATES
IRS990/ProgramServiceRevenueGrp/Desc4EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021466185
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112044873
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27597846
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32696170
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42047506
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021466185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112044873
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27597846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32696170
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42047506
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt036758428
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0370814
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02186556
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt040708251
IRS990/PYRevenuesLessExpensesAmt02134081
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt038944984
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt041079065
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0926496
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/BOYAmt016125719
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017813685
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05095229
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06111842
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-367461
IRS990ScheduleD/ExpensesSubtotalAmt046800623
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt042755
IRS990ScheduleD/InvestmentExpensesNotIncldAmt042755
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0761470
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-410216
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04638608
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0761470
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt042755
IRS990ScheduleD/RevenueSubtotalAmt047316903
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, 2024 AND 2023, 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 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalExpensesPerForm990Amt046433162
IRS990ScheduleD/TotalLiabilityAmt04638608
IRS990ScheduleD/TotalRevenuePerForm990Amt047359658
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt048078373
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt046800623
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/ControlledOrganizationInd3false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
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

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,683,403
Liabilities
$4,869,718
Net assets
$17,813,685
Revenue
$47,359,658
Expenses
$46,433,162
Net income
$926,496
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